Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche? What is your planning process? And how will you deliver better advice to more people?
Join Reese Harper, CFP®, as he explores the Elements® of financial planning that helped the Dentist Advisors team build their niche, planning process, and cutting edge technology. Enjoy stories, expert interviews, and case studies to help you build a next-gen practice.
Living Without Financial Fear with Justin Castelli
How will a new generation of financial advisors who look beyond numbers and help focus client goals around their passions and values affect planning?
On this episode of the Elementality podcast, Reese Harper welcomes Justin Castelli, Co-Founder at The AGC™. Hear why Justin thinks your advice shouldn’t be framed solely around money, but also on what makes a client truly happy.
Prospecting with a Freemium Model
Elements® drives prospect interactions while encouraging quicker commitment. But could it also motivate prospects to “do-it-yourself”?
Freemium offers are now a part of lead nurturing, but will clients eventually leave after they get used to a free app? Reese and Matt say “no.” Find out why on this episode of the Elementality podcast.
Working More Intentionally with Matthew Jarvis
You help shape your clients’ finances around their life purpose. But are you as intentional about your own business as you are about planning?
On this episode of the Elementality podcast, Reese Harper interviews Matthew Jarvis of The Perfect RIA. You also have values and dreams and Matthew explains why it’s important to stay true to yourself as you build your firm.
Building Trust Through Healthy Pushback
Do you ever challenge prospects to think about money differently? By disrupting the status quo, you actually begin to build trust.
On this episode of the Elementality podcast, Reese and Matt explain how to take greater control of the sales experience. The results may surprise you when you compel prospects to consider a new viewpoint.
The Role of Projections in Giving Advice
When it comes to financial forecasts, accuracy is always questionable. So what would clients lose if planners stopped using them?
On this episode of the Elementality podcast, Reese and Chad discuss why forecasting seems to be a remnant from the past—and why your clients may do better if you concentrated more on the present.
Proving Your Advice Is Valuable with Sten Morgan
Hustling for sales works for financial products, but as a planner—whose product is advice—you have to prove why your advice is valuable first.
On this episode of the Elementality podcast, Reese Harper welcomes Sten Morgan of Legacy Investment Planning. Sten reveals why sharing your best ideas with prospects from the start builds trust and leads to higher close rates.
For Advisors, By Advisors!
Reese is a brilliant advisor in his own right and his show shares not only his hard earned expertise, but also lessons learned by working closely with dozens (hundreds?) or successful financial planners.
I love the practicality of the elements. I am trying to decide how/where to niche and this is also really helpful in understanding that process.
I’ve enjoyed thus far and an anxious to hear future episodes.