أفضل بودكاسات Elements Financial (2025)

1
A New Way To Successfully Buy Leads [198] 18:49

8h ago18:49

18:49

In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple …

1
When Tech Is Better Than A Human Advisor [197] 8:48

7d ago8:48

8:48

Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances⁠.بقلم Elements

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Why You Should Try New Things [196] 9:44

14d ago9:44

9:44

Jordan explores the relationship between theory and experience through the lens of a quote he shared on LinkedIn recently. He makes a case for why both elements are essential - theory provides the framework for learning from experience, while testing theories through action leads to true wisdom. Drawing from his reading of "Demand-Side Sales 101" a…

1
Preview: The Elements Of Money Show [195] 12:50

29d ago12:50

12:50

Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how …

1
Clarify Pain to Unlock Client Action [194] 33:50

1M ago33:50

33:50

Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high. Jordan and Abby explore a framework that includes unc…

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Episode 30 - Making Informed Choices: The Value of a Senior Care Advisor Featuring Clay Claborn 22:39

1M ago22:39

22:39

Taking care of a senior family member can be an unknown territory for most. The help of a Senior Care Advisor can be an essential resource for families during a virtual decision-making process. In this episode, Miranda is joined by Care Patrol Senior Care Advisor Clay Claborn to explore how advisors can aid the process. They discuss the role of a S…

1
Don't Be Comprehensive [193] 8:08

1M ago8:08

8:08

Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek. Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.…

1
Why Orientation Is A Faster Value Proposition [192] 10:13

2M ago10:13

10:13

Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments. Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper…

1
Serve More Clients By Focusing On Conversations [191] 26:46

2M ago26:46

26:46

Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction. They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broade…

1
Not All Clients Need Financial Planning [190] 10:53

2M ago10:53

10:53

In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuabl…

1
Episode 29 - From Piggy Banks to Paychecks: Financial Strategies for Children 30:39

2M ago30:39

30:39

In this episode, Miranda is joined by four different parents who offer practical tips, real-life examples, and age-appropriate financial strategies to ensure children grow up with a strong financial foundation. They cover Essential conversations to have with your kids about money, effective activities to help children understand spending from a you…

1
The Case For Coaching As A Separate Service [189] 33:24

3M ago33:24

33:24

Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financi…

1
Why Value Adds Are Hurting Your Business [188] 9:47

3M ago9:47

9:47

Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn: The im…

1
A Modern Service For Modern Clients [187] 7:12

3M ago7:12

7:12

Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per client—may not meet the needs of modern consumers seekin…

1
Unlock More Consultations By Killing Complexity [186] 20:43

3M ago20:43

20:43

What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unvei…

1
How To Build a 10-Min Data Gathering Process 27:45

4M ago27:45

27:45

In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips t…

1
4 Things To Unlock Conversations At Scale [184] 11:04

4M ago11:04

11:04

Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecd…

1
8 Places to Apply The Perfect 30-Min Consultation [183] 19:56

4M ago19:56

19:56

Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the …

1
How To Structure The Perfect 30-Min Consultation [182] 31:13

4M ago31:13

31:13

Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…

1
Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181] 45:38

5M ago45:38

45:38

In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …

1
6 Secrets to Killer Client Deliverables (180) 18:55

5M ago18:55

18:55

Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…

1
Simplifying Financial Health for Better Advice [179] 35:46

5M ago35:46

35:46

In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…

1
Diet & Exercise For Personal Finance [178] 5:47

5M ago5:47

5:47

Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…

1
Ditch Projections For Peer Benchmarking [177] 20:37

5M ago20:37

20:37

Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …

1
Comparison That Is Actually Good [176] 11:08

6M ago11:08

11:08

Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…

1
Manage Your Firm & Clients Incrementally [175] 33:49

6M ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

1
Plan For Now, Not The Future [174] 9:49

6M ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

1
Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

6M ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

1
Don't Miss Your Client's Emotional Threads [172] 9:15

7M ago9:15

9:15

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …

1
Focus Only On Foundational Behaviors w/ Joshua Humada [171] 23:51

7M ago23:51

23:51

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…

1
Do These 2 Things Before You Do A Financial Plan [170] 12:04

7M ago12:04

12:04

Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…

1
What Is Financial Orientation? w/ Brandon Galici [169] 38:41

7M ago38:41

38:41

In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…

1
How To Build A Marketing Strategy w/ Jeff & Abby [168] 39:36

7M ago39:36

39:36

To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…

1
Financial Coach Vs. Financial Planner w/ Taylor Westergard [167] 33:23

8M ago33:23

33:23

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, speci…

1
Understanding Client Spending w/ Erik Baskin [166] 34:09

8M ago34:09

34:09

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.…

1
Episode 28 - Planning Ahead: Your Guide to Estate Planning Featuring Attorney Kent Emswiller 27:04

8M ago27:04

27:04

During this episode, Miranda is joined by Indiana Attorney Kent Emswiller of Emswiller, Williams, Noland & Clarke, LLC to answer common questions regarding Estate Planning. During their conversation they cover what an Estate Plan is, the benefits of starting the process early, what information and documents you need to get started, and much more. T…

1
6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165] 32:33

8M ago32:33

32:33

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: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…

1
Unlock Growth By Serving The Underserved w/ Michael Kitces [164] 1:01:41

8M ago1:01:41

1:01:41

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 …

1
Delivering Value To Clients Sooner w/ Abby Morton 31:01

9M ago31:01

31:01

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 …

1
Marketing The Right Way w/ Robert Sofia 36:24

9M ago36:24

36:24

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 …

1
Finding The AI Sweetspot w/ Denis Konoplev 24:36

9M ago24:36

24:36

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 advi…

1
"The Language of Referrals" w/ Bill Cates 37:48

9M ago37:48

37:48

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.…

1
Practical Uses For AI Today w/ Jeff Morgan 35:20

10M ago35:20

35:20

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.بقلم Elements

1
Pursuing Authenticity w/ Justin Castelli 41:28

10M ago41:28

41:28

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, fu…

1
Social Media Success w/ Colin Day 47:50

10M ago47:50

47:50

Colin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn: How to think about "client engagement" How Colin leveraged bad luck to create an intersting story How to use Elements to attract and qualify potential clients…

1
Monitor Client Progress with Physicians Thrive 27:12

10M ago27:12

27:12

How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.بقلم Elements

1
Monitor Financial Vitals 15:54

11M ago15:54

15:54

The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial …

1
Episode 27 - Navigating Financial Hardships 29:08

11M ago29:08

29:08

According to a recent survey conducted by Gallup, 61% of Americans are facing moderate to severe financial hardships due to the recent price hikes. If you are also struggling to cope with the current situation, then you might be looking for some guidance and support. Terri Mossbrucker joins the podcast to share her insights and discuss the topic wi…

1
Advice 2.0: Less Time, More Impact 22:10

11M ago22:10

22:10

Traditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financi…

1
Mastering LinkedIn for Advisors With Ken Anderson 22:35

11M ago22:35

22:35

Explore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online.بقلم Elements

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