When Scale & Consistency Destroy Progress [217]

Elementality for Financial Advisors | Elements Financial Vitals System™

#Trading #Entrepreneur #Business #Elements Technology, Inc #Personalfinance #Wealthmanagement #Finance #Financialplanning #Investing #Investmentmanagement #Jordan Haines #CFP® #Financialadvisor #Financialplanner #RIA

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

about a year ago 8:01

MP3•Episode home

Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a “pre-scale” phase of developing effective services for clients—an effect.

246 episodes

Elementality for Financial Advisors | Elements Financial Vitals System™

When Scale & Consistency Destroy Progress [217]

Elementality for Financial Advisors | Elements Financial Vitals System™

published about a year ago

MP3•Episode home

246 episodes

All episodes

Elementality for Financial Advisors | Elements Financial Vitals System™

1
224: Structuring The Perfect 30-Min Consultation (Replay) 31:55

4 days ago31:55

31:55

Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
223: You're Not Growing Because You're Not Relevant 11:08

11 days ago11:08

11:08

Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them. Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.

Elementality for Financial Advisors | Elements Financial Vitals System™

1
222: Introducing Elements AI Assessments 26:34

18 days ago26:34

26:34

Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments! You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables. If you want to attend our webinar introducing this new feature use the link below: https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Value Adds Don't Always Add Value [221] 11:29

25 days ago11:29

11:29

Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.

Elementality for Financial Advisors | Elements Financial Vitals System™

1
220: PandoWealth's 12-Month Onboarding Process with Thomas Meek 28:41

5 weeks ago28:41

28:41

Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboarding engagement, and why PandoWealth does a full relationship refresh every 5 years with their clients.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Separate Your Solutions From Their Problems [219] 9:24

6 weeks ago9:24

9:24

Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client-centered financial planning discussions.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Sell An Employee Wellness Service [218] 46:19

7 weeks ago46:19

46:19

Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you’ll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as… What motivates employers to purchase a financial wellness service What motivates employees to engage with a wellness program And what motivates advisors to build this service in the first place Sign up for the webinar on June 10 using this link.…

Elementality for Financial Advisors | Elements Financial Vitals System™

2 years ago15:23

15:23

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Secrets to Marketing a Small RIA 31:00

2 years ago31:00

31:00

The challenges of growing an RIA are myriad. And the greatest obstacle may be trying to market your services while remaining focused on the work your clients expect from you. No one said you have to do it all yourself. On this Elementality, Abby talks with DJ Highum of Snappy Kraken about how to market effectively with plenty of time left to serve clients.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Teach Them a New Language 19:00

2 years ago19:00

19:00

Not many people can actually speak ‘finance.’ Unfortunately, it’s the language used by planners and can seem like bewildering jargon that confuses clients who simply want to understand how to apply the advice they receive. On this Elementality, Reese and Carl talk about why Elements uses new terminology that is more relatable—and more motivational.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Clients Want Beautiful Design 14:08

2 years ago14:08

14:08

Financial stress pushes people to search for advice—they say they want functional solutions, but they also want to ease their anxiety. On this Elementality, Reese and Carl discuss a factor advisors tend to overlook when trying to quiet client financial worries. Good design principles calm tensions, inspire tranquility, and are integral to the Elements Way.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Maximize Well-Being and Wealth 16:18

2 years ago16:18

16:18

Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But they also want to find financial purpose and peace-of-mind. That makes their well-being a critical variable. On this Elementality, Reese and Carl discuss why clients are also looking for guidance about issues that financial calculations can’t solve.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Marry Emotional With Technical 21:20

2 years ago21:20

21:20

Identifying the jobs that need to be done is the first step in delivering a service that prospective clients want. Just remember, for every client there are functional and emotional jobs which are interwoven together. On this Elementality, Reese and Carl explain why proving your value hinges on giving thoughtful attention to a client’s emotional needs.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Keeping the Dream Alive with Justin Green 30:56

3 years ago30:56

30:56

Money matters. It gives you freedom and control, provides a family security, and allows for more options in life. But, if you don’t understand its complexities, it can result in hardships that affect generations. On this Elementality, Carl and Justin Green discuss how helping clients alter their financial trajectory can change numerous lives.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Money Memories and Their Lasting Effects with Chelsea Rude 18:34

3 years ago18:34

18:34

Past money memories have a significant effect on client financial decisions and are a reason why money and anxiety are closely tied together. To be a more emphatic advisor, learn about your clients history with money. On this Elementality, Carl talks with Chelsea Rude of Rude Wealth Advisory, about the long-lasting effects of the past on client decisions.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Scale Up Using Third-Party Support Services with Michelle Wong 31:09

3 years ago31:09

31:09

Small RIAs who want to expand face significant challenges. Hiring brings with it HR concerns, and managing back office logistics becomes more time intensive—when your attention needs to focus on adding more clients. On this Elementality, Abby talks with Michelle Wong whose firm, Nifty Advisor Support, fills in growth gaps by providing numerous services.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Power of Silence with Brandon Galici 20:53

3 years ago20:53

20:53

Silence. You know, the awkward space where, before answering a question, a client ponders what was asked. That silence is your friend.On this Elementality, Carl and Elements client Brandon Galici, look into how to get clients to share their feelings about money, what role silence plays, and what transition questions result in deeper reflection.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Ask the Right Questions with Phil Telpner 32:12

3 years ago32:12

32:12

Prospective clients come to you with a presenting problem, an issue causing them urgent financial pain. The questions you ask—and where they help lead the prospect—are pivotal to establishing a long-term relationship. On this Elementality, Carl and Elements client Phil Telpner of Breakout Private Wealth, discuss ideal questions for new prospects.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Getting to the Heart of What Really Matters with Ryan Kilkenny 37:29

3 years ago37:29

37:29

“What does money mean to you?” It’s a great question to ask as you help clients begin to express their values. But to get to the heart of what really matters to them about money takes more time and patience. On this Elementality, Carl interviews Elements client Ryan Kilkenny of Atomic Planning, who explains how he gets clients to open up.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Talking With Your Clients: Disciplined Spending 24:33

3 years ago24:33

24:33

No one likes to budget, in fact, even using the word “budget” can emote negative reactions. Of all of the Elements, Burn Rate (Br) may be the least sexy. However, it’s foundational to all other financial elements. On this episode of Elementality, Reese tells the clients of his RIA how to manage their spending without having to pinch pennies.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Why Our Tools No Longer Fit a Complex World 22:29

3 years ago22:29

22:29

How people live, work, and spend continues to evolve. Today, a smooth job path is rare as careers now take many unpredictable turns. As a result, prospects have more questions and need more answers, more frequently. On this episode of Elementality, Reese and Carl explain why using planning tools that assume life is lived linearly no longer work.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Planning Process Is Too Complex. Now What? 17:54

3 years ago17:54

17:54

When planning, we are used to doing everything all at once and all up front. The result is that the outputs of the work we do, and what we deliver to the client, are too complex and too focused on one event—retirement. On this episode of Elementality, Reese and Carl examine this output challenge and reveal quicker ways to involve prospects in planning.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Cost and Complexity Problem With Planning 21:46

3 years ago21:46

21:46

The job we do as advisors is complex … and costly. We gather data, analyze it, and we make various decisions while working through the process. We then help clients act on our recommendations. And it takes a lot of time. On this episode of Elementality, Reese and Carl explain why this cost/complexity problem prevents us from reaching out to more people.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Why Can’t Advisors Help More People? 18:11

3 years ago18:11

18:11

Why does our industry, with its business model, processes, and tools seem to only work effectively for the wealthiest 1% of Americans? On this episode of Elementality, Reese and Carl explain why more innovation is needed to reach a wider audience who want and need financial help—and why the established system ends up introducing greater complexity.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Don’t Let Niche Doubts Hold You Back 19:16

3 years ago19:16

19:16

Perhaps it’s a fear of failure. Or, you’ve had a crazy idea about a niche—and you just can’t commit to it. Whatever is holding you back, Colton Etherton will help you think more creatively about narrowing your market. On this episode of Elementality, Reese and Carl talk with Colton, the Tattoo Artist Advisor, about how to overcome narrow niche fears.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Don’t Overlook This Unique Prospecting Opportunity 26:39

3 years ago26:39

26:39

Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guidance. On this episode of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Bringing the Cost to Serve Down 30:46

3 years ago30:46

30:46

Financial planning remains expensive as it mainly targets the needs of the richest 1%. And unfortunately the technology we use was tailored for a passing era and has not kept up with today’s changing planning demands. On this episode of Elementality, Reese and Carl discuss right-sized planning and bringing the cost of advice down so we can impact the 99%.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
How to Go Downmarket More Effectively 27:24

3 years ago27:24

27:24

The market of people needing answers to their financial questions is enormous. But what works for the top 1% does not work for everyone. On this episode of Elementality, Reese and Carl look at the issues preventing advisors from going downmarket—and explain why there’s a need to rethink how to capture this massive market that’s looking for our help.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Talking With Your Clients: Why Liquidity Is Important 21:57

2 years ago21:57

21:57

Beyond having an emergency fund, are there other advantages to having adequate liquidity? And what criteria is used to define liquid cash? On this episode of Elementality, Reese explains to the clients of his RIA why understanding their Liquid Term (Lt) helps them resolve immediate cash needs and allows them to make more rational financial decisions.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Jump Right Into Deeper Conversations 15:37

2 years ago15:37

15:37

At that moment of epiphany, when you’ve inspired a client to make their best financial decision, that’s when you know you’re succeeding as an advisor. So how do you create conversations where real financial planning happens? On this Elementality, Reese and Carl look at how the Elements scorecard provides advisors a framework for deeper planning discussions.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Client Is the Co-Pilot 16:17

2 years ago16:17

16:17

Your clients want to collaborate with you. And why not? They feel empowered as they get to know their financial data better, and best of all, it reduces your onboarding work. They just need to know which jobs to do. On this Elementality, Reese and Carl look at how using the client as co-pilot allows them to feel like the hero of their financial journey.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Clarify Values and Purpose 20:29

2 years ago20:29

20:29

The financial-plan-in-a-binder doesn't help clients change their behavior. Real change only happens when a client can get their values, purpose, and finances to align. Your role in connecting those together is pivotal. On this Elementality, Reese and Carl look at how to help clients better understand the relationship between values, money, and happiness.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Anchor to the Present Moment 10:56

2 years ago10:56

10:56

The danger of making financial projections for the future is that clients then tend to live for the future, which creates anxiety and doubt. On this Elementality, Reese and Carl look at why too much emphasis on forecasting can fail to create the desired result—and how Elements calms client worries by getting them more focused on what they can control today.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
How to Build Client Trust With Mike Lecours 30:22

2 years ago30:22

30:22

Uncovering client money worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed. On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Work. Money. Balance. With David Hunter 24:36

2 years ago24:36

24:36

Money is never simple. It’s tied to complex emotions. It can lead to power, bring happiness or headaches. And unfortunately, our past experiences with money shape our current attitudes and anxieties about finances. On this Elementality, Carl and David Hunter talk about why advisors need to help clients find financial purpose when it comes to their money.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Reducing Client Anxiety With Dan Rooker 20:11

2 years ago20:11

20:11

While you may prefer to focus on numbers, how a client’s finances look on a spreadsheet and their story as it relates to money rarely line up. On this Elementality, Carl and Dan Rooker, of Rook Financial, discuss why you need to first understand what causes a client anxiety about their money before offering them solutions that can help them move forward.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Living With Intention With Jeff Wolniewicz 20:09

3 years ago20:09

20:09

Helping clients live with more intention means helping them identify their own core values and then aligning those values with the way they live. It’s about showing them that they are the masters of their own destiny. On this Elementality, Carl talks with Jeff Wolniewicz of Under Par Planning about how to help clients live with greater purpose.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Protecting Your Vision as You Scale with Matt Mulcock 29:12

3 years ago29:12

29:12

You’re improving the lives of your clients and want to reach even more people who could use your expertise. It’s clearly time to grow but how do you scale up and still preserve your ideals that have been so impactful? On this Elementality, Carl talks with Matt Mulcock of Dentist Advisors about what his firm is doing to maintain their vision and culture as they grow.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Conquering Content Creation Fears with Becky Walsh 25:56

3 years ago25:56

25:56

Does writing intimidate you? Or, maybe you fear public speaking? Perhaps you just worry about being rejected? Overcoming whatever keeps you from creating content is a must as content converts prospects into clients. On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Building Blocks to Firm Success with Dasarte Yarnway 26:08

3 years ago26:08

26:08

There’s a lot to consider when growing a firm—branding, demand generation, and of course how your values fit into what you want to accomplish. When it comes time to put it all together, what’s the correct sequence? On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Is Growth the Right Choice for You? 20:51

3 years ago20:51

20:51

If it seems like it’s time to grow your firm, there are several ways to go about it. But before deciding to scale up, the first question you should be asking is whether growth is actually the right choice for you. On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Talking With Your Clients: The Power of Performance Comparisons 23:26

3 years ago23:26

23:26

Looking to inspire clients to get on the right track with their personal finances? Whether measuring against their peers, or themselves, benchmarks can motivate them to become more accountable to their goals. On this episode of Elementality, Reese explains to the clients of his RIA how benchmarks can push people to reach their potential.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
An Advisor’s Role as Teacher With Mike Johnson 23:25

3 years ago23:25