Elementality for Financial Advisors | Elements Financial Vitals System™

Wade Anderson
  • 4.8 (35)
  • Investing
  • Updated Weekly

Elementality is a podcast for financial advisors who want to deliver real financial planning without the complexity. Hosted by Wade Anderson, each episode breaks down how to use the Elements framework to measure a client's financial health, guide better conversations, and turn planning into an ongoing relationship rather than a one-time report. Practical, straight to the point, and built for advisors who want to grow their practice and better serve their clients.

  1. 09/11/2025

    229: Building Your Buyers Journey

    Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the "flip" with new prospect.

    229: Building Your Buyers Journey

  2. 09/04/2025

    The Three Stages of RIA Growth

    Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.

    The Three Stages of RIA Growth

  3. 08/28/2025

    Why You Need Organizational Clarity

    Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.

    Why You Need Organizational Clarity

  4. 08/07/2025

    The 9 Elements Of Your Clients' Main Job [226]

    Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to marketing initiatives, ensuring they remain focused on what truly matters to clients.

    The 9 Elements Of Your Clients' Main Job [226]

  5. 07/24/2025

    225: How To Figure Out What Clients Actually Want

    Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.

    225: How To Figure Out What Clients Actually Want

  6. 07/17/2025

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

    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.

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

  7. 07/10/2025

    223: You're Not Growing Because You're Not Relevant

    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.

    223: You're Not Growing Because You're Not Relevant

  8. 07/03/2025

    222: Introducing Elements AI Assessments

    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/

    222: Introducing Elements AI Assessments
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4.8
out of 5
35 Ratings

About

Elementality is a podcast for financial advisors who want to deliver real financial planning without the complexity. Hosted by Wade Anderson, each episode breaks down how to use the Elements framework to measure a client's financial health, guide better conversations, and turn planning into an ongoing relationship rather than a one-time report. Practical, straight to the point, and built for advisors who want to grow their practice and better serve their clients.

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