In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.

They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey

If you’re wondering if financial coaching is right for your practice, then this episode is for you!

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts.

These tips include:

1. Help prospects know, like and trust you

2. Identify your prospects’ pain points

3. Know your prospects’ language

4. Stay top of mind

5. Have a unique call to action

6. Do what’s easiest for you

In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.

Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.

In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. 

Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver a comprehensive financial plan may be necessary, there are other value points before this that advisors can lean into. You’ll learn from Abby and Jordan the types of activities you can focus on, how to identify the right activities, and the importance of getting feedback to make sure you’re focusing on the right things.

Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors.

Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement to make interacting with them at the top of the funnel easier for people. And finally, Reese and Robert discuss how small financial advisor firms can prioritize who their next hire should be to set them up for success in the long-run.

If you’re a financial advisor interested in making their marketing better, then this episode is for you.

Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner.

In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advisor is absolutely essential. If your an advisor curious about how AI can help you save time data gathering and processing data, then this episode is for you.

Show Notes:

• Paraplanner.ai

Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”

In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.

We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. 

In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.

Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fulfilling approach to financial advising. This episode is an essential listen for advisors seeking to navigate the emotional aspects of finance, providing insights into the future of advisory services where life planning plays a pivotal role.