Discover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated technology.

Discover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transform your prospecting approach through events!

“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning process.

For RIAs with limited resources, how to market your services can seem daunting. Where do you begin? How do you get followers? Despite the obvious obstacles, these ideas can help you kickstart your marketing efforts. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how to build an audience on a minimal budget.  

When advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm that allows advisors to add liability planning to their services. 

There are few channels as versatile as podcasting. It’s an excellent marketing tool, a great way to build an audience, and it’s easy to start one. But there are some things you need to know before you decide to go live. On this Elementality, Reese Harper offers tips he has gleaned from his experience as a host and guest on how to succeed as a podcaster. 

Is marketing at the bottom of your to-do list? There are a million things that need to be done for clients, but let’s be honest, marketing would get more attention if you were more confident that you could do it effectively. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how his FIRE process can ignite your marketing efforts.  

You want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?" On this Elementality, Abby welcomes David Hughes who explains how the Elements' One-Page Plan helps him launch clients on their financial journey.

Every client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that helps advisors simplify tax planning for their clients. 

“When can I retire?” It may be the #1 question planners get asked. And an answer like, “Just save this much monthly” won’t do since lifestyle choices and economic uncertainty mean the answer isn’t easy to project. On this Elementality, Reese explains to the clients of his RIA why there’s a complexity to the question that needs an in-depth examination.