Elementality for Financial Advisors | Elements Financial Vitals System™
By Jordan Haines, CFP®
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Category: Investing
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Subscribers: 21
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Episodes: 251
Description
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
| Episode | Date |
|---|---|
|
229: Building Your Buyers Journey
|
Sep 11, 2025 |
|
The Three Stages of RIA Growth
|
Sep 04, 2025 |
|
Why You Need Organizational Clarity
|
Aug 28, 2025 |
|
The 9 Elements Of Your Clients' Main Job [226]
|
Aug 07, 2025 |
|
225: How To Figure Out What Clients Actually Want
|
Jul 24, 2025 |
|
224: Structuring The Perfect 30-Min Consultation (Replay)
|
Jul 17, 2025 |
|
223: You're Not Growing Because You're Not Relevant
|
Jul 10, 2025 |
|
222: Introducing Elements AI Assessments
|
Jul 03, 2025 |
|
Value Adds Don't Always Add Value [221]
|
Jun 26, 2025 |
|
220: PandoWealth's 12-Month Onboarding Process with Thomas Meek
|
Jun 19, 2025 |
|
Separate Your Solutions From Their Problems [219]
|
Jun 12, 2025 |
|
How To Sell An Employee Wellness Service [218]
|
Jun 05, 2025 |
|
When Scale & Consistency Destroy Progress [217]
|
May 29, 2025 |
|
How To Start Building A Coaching Service [216]
|
May 22, 2025 |
|
How To Unlock The Power Of Client Referrals (Replay)
|
May 15, 2025 |
|
Qualifying Prospects And Discovering Value [214]
|
May 08, 2025 |
|
Settling The Debate: Theory Vs. Proven Systems [213]
|
May 01, 2025 |
|
4 Topics For Your Quarterly Service Calendar [212]
|
Apr 24, 2025 |
|
How To Build A Monthly Service Calendar [211]
|
Apr 17, 2025 |
|
Stop Being Mistaken For Everyone Else [210]
|
Apr 10, 2025 |
|
Zero Assets, Zero Shame [209]
|
Apr 03, 2025 |
|
What Are You Solving For? [208]
|
Mar 27, 2025 |
|
Your Price Is Not The Problem (4 of 4)
|
Mar 20, 2025 |
|
Why Prospects Don't Trust You Or Your Firm (3 of 4)
|
Mar 13, 2025 |
|
Make Financial Advice More Tangible (Part 2/4) [205]
|
Mar 06, 2025 |
|
Your Prospect's Problem Dictates Your Value (Part 1/4) [204]
|
Feb 27, 2025 |
|
3 Questions To Help Orient Your Prospects [203]
|
Feb 20, 2025 |
|
4 Data Gathering Tips For Prospecting [202]
|
Feb 13, 2025 |
|
Provide Clarity Before You Sell [201]
|
Feb 06, 2025 |
|
Find Your Value Sweet Spot, Then Stop [200]
|
Jan 30, 2025 |
|
Avoid These 3 Sales Myths [199]
|
Jan 23, 2025 |
|
A New Way To Successfully Buy Leads [198]
|
Jan 17, 2025 |
|
When Tech Is Better Than A Human Advisor [197]
|
Jan 09, 2025 |
|
Why You Should Try New Things [196]
|
Jan 02, 2025 |
|
Preview: The Elements Of Money Show [195]
|
Dec 19, 2024 |
|
Clarify Pain to Unlock Client Action [194]
|
Dec 12, 2024 |
|
Don't Be Comprehensive [193]
|
Dec 05, 2024 |
|
Why Orientation Is A Faster Value Proposition [192]
|
Nov 21, 2024 |
|
Serve More Clients By Focusing On Conversations [191]
|
Nov 14, 2024 |
|
Not All Clients Need Financial Planning [190]
|
Nov 07, 2024 |
|
The Case For Coaching As A Separate Service [189]
|
Oct 31, 2024 |
|
Why Value Adds Are Hurting Your Business [188]
|
Oct 24, 2024 |
|
A Modern Service For Modern Clients [187]
|
Oct 21, 2024 |
|
Unlock More Consultations By Killing Complexity [186]
|
Oct 10, 2024 |
|
How To Build a 10-Min Data Gathering Process
|
Oct 03, 2024 |
|
4 Things To Unlock Conversations At Scale [184]
|
Sep 26, 2024 |
|
8 Places to Apply The Perfect 30-Min Consultation [183]
|
Sep 19, 2024 |
|
How To Structure The Perfect 30-Min Consultation [182]
|
Sep 12, 2024 |
|
Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181]
|
Aug 29, 2024 |
|
6 Secrets to Killer Client Deliverables (180)
|
Aug 29, 2024 |
|
Simplifying Financial Health for Better Advice [179]
|
Aug 22, 2024 |
|
Diet & Exercise For Personal Finance [178]
|
Aug 15, 2024 |
|
Ditch Projections For Peer Benchmarking [177]
|
Aug 08, 2024 |
|
Comparison That Is Actually Good [176]
|
Aug 01, 2024 |
|
Manage Your Firm & Clients Incrementally [175]
|
Jul 25, 2024 |
|
Plan For Now, Not The Future [174]
|
Jul 18, 2024 |
|
Beyond The Financial Plan w/ Ashley Quamme [173]
|
Jul 11, 2024 |
|
Don't Miss Your Client's Emotional Threads [172]
|
Jul 04, 2024 |
|
Focus Only On Foundational Behaviors w/ Joshua Humada [171]
|
Jun 27, 2024 |
|
Do These 2 Things Before You Do A Financial Plan [170]
|
Jun 20, 2024 |
|
What Is Financial Orientation? w/ Brandon Galici [169]
|
Jun 13, 2024 |
|
How To Build A Marketing Strategy w/ Jeff & Abby [168]
|
Jun 06, 2024 |
|
Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]
|
May 30, 2024 |
|
Understanding Client Spending w/ Erik Baskin [166]
|
May 23, 2024 |
|
6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165]
|
May 16, 2024 |
|
Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
|
May 09, 2024 |
|
Delivering Value To Clients Sooner w/ Abby Morton
|
May 02, 2024 |
|
Marketing The Right Way w/ Robert Sofia
|
Apr 25, 2024 |
|
Finding The AI Sweetspot w/ Denis Konoplev
|
Apr 18, 2024 |
|
"The Language of Referrals" w/ Bill Cates
|
Apr 11, 2024 |
|
Practical Uses For AI Today w/ Jeff Morgan
|
Apr 04, 2024 |
|
Pursuing Authenticity w/ Justin Castelli
|
Mar 26, 2024 |
|
Social Media Success w/ Colin Day
|
Mar 19, 2024 |
|
Monitor Client Progress with Physicians Thrive
|
Mar 12, 2024 |
|
Monitor Financial Vitals
|
Mar 05, 2024 |
|
Advice 2.0: Less Time, More Impact
|
Feb 27, 2024 |
|
Mastering LinkedIn for Advisors With Ken Anderson
|
Feb 20, 2024 |
|
Build A Cohesive Marketing Strategy With David Roberson
|
Feb 13, 2024 |
|
Prospect Power Up: Answer Questions First
|
Feb 06, 2024 |
|
Sharing You Work Publicly with Josh Passler
|
Jan 30, 2024 |
|
The Art of Guidance: Using The Right Tools
|
Jan 23, 2024 |
|
Validation: What Clients Really Want
|
Jan 16, 2024 |
|
The Elements Story: From Concept to Success
|
Jan 09, 2024 |
|
Convert More Prospects With Small Events
|
Jan 02, 2024 |
|
Why Everyone Needs a Discussion Partner with Angela Johnson
|
Dec 26, 2023 |
|
High Impact, Low Cost Marketing with Jeff Morgan
|
Dec 19, 2023 |
|
Debt Optimization as a Next-Level Service with Rohit Argawal
|
Dec 12, 2023 |
|
The Benefits of Podcasting for Advisors
|
Dec 05, 2023 |
|
Maximize the Impact of Your Content with Jeff Morgan
|
Nov 28, 2023 |
|
Simplify the Complex: Elements' One-Page Plan with David Hughes
|
Nov 21, 2023 |
|
Maximizing Your Impact With Tax Planning with Roger Pine
|
Nov 14, 2023 |
|
Talking With Your Clients: The Key to Retirement Planning
|
Nov 07, 2023 |
|
Building Trust and Authority With a White Paper
|
Oct 31, 2023 |
|
A Better Understanding of Financial Health with Eric Rodriguez
|
Oct 24, 2023 |
|
Making Quality Advice Available to All with Rob Rickey
|
Oct 17, 2023 |
|
Leveraging Instagram for Social Prospecting with Colton Etherton
|
Oct 10, 2023 |
|
Simplify Financial Planning With Elements with Dale Shafer
|
Oct 03, 2023 |
|
Leveraging Social Media Marketing with Jeff Morgan
|
Sep 26, 2023 |
|
Why the Status Quo Is a Threat to Your RIA with Matt Reiner
|
Sep 19, 2023 |
|
Elements in Action with Ben Stewart
|
Sep 12, 2023 |
|
Breakfast Meetings: A Secret Prospecting Weapon
|
Sep 05, 2023 |
|
Strategic Alliances: Advisors, CPAs, and Attorneys with Kent Owings
|
Aug 29, 2023 |
|
From Wolf of Wall Street to Fiduciary RIA with Chuck Failla
|
Aug 22, 2023 |
|
Diagnosing Financial Health Using Elements with Billy Zerillo
|
Aug 15, 2023 |
|
Talking With Your Clients: A New Way to Look at Budgeting
|
Aug 08, 2023 |
|
The Psychology of the Buying Decision with Jake Larsen
|
Aug 01, 2023 |
|
Attracting the Ideal Client with Emlen Miles-Mattingly
|
Jul 25, 2023 |
|
The Power of Consistency with David DeCelle
|
Jul 18, 2023 |
|
Find Your Perfect Client: The Power of an Ideal Client Avatar
|
Jul 11, 2023 |
|
Social Media vs Email. And the Marketing Winner Is …
|
Jul 04, 2023 |
|
How Good Messaging Helps Grow Your Business
|
Jun 27, 2023 |
|
How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles
|
Jun 20, 2023 |
|
Marketing Through Social Media with Thomas Kopelman
|
Jun 13, 2023 |
|
How Elements Helped My Seminar Succeed—with Colton Etherton
|
Jun 06, 2023 |
|
How to Unlock the Power of Client Referrals
|
May 26, 2023 |
|
How to Show Your Advisory Skills in a Digital Setting
|
May 23, 2023 |
|
Talking With Your Clients: Planning for Retirement (Qt)
|
May 16, 2023 |
|
Focus on the Big Picture
|
May 09, 2023 |
|
Answer the Question
|
May 02, 2023 |
|
Monitor Financial Vitals
|
Apr 25, 2023 |
|
The Secrets to Marketing a Small RIA
|
Apr 18, 2023 |
|
Teach Them a New Language
|
Apr 11, 2023 |
|
Clients Want Beautiful Design
|
Apr 04, 2023 |
|
Maximize Well-Being and Wealth
|
Mar 28, 2023 |
|
Marry Emotional With Technical
|
Mar 21, 2023 |
|
Talking With Your Clients: Why Liquidity Is Important
|
Mar 14, 2023 |
|
Jump Right Into Deeper Conversations
|
Mar 07, 2023 |
|
The Client Is the Co-Pilot
|
Feb 28, 2023 |
|
Clarify Values and Purpose
|
Feb 21, 2023 |
|
Anchor to the Present Moment
|
Feb 14, 2023 |
|
How to Build Client Trust With Mike Lecours
|
Feb 07, 2023 |
|
Work. Money. Balance. With David Hunter
|
Jan 31, 2023 |
|
Reducing Client Anxiety With Dan Rooker
|
Jan 24, 2023 |
|
Living With Intention With Jeff Wolniewicz
|
Jan 17, 2023 |
|
Protecting Your Vision as You Scale with Matt Mulcock
|
Jan 10, 2023 |
|
Conquering Content Creation Fears with Becky Walsh
|
Jan 03, 2023 |
|
The Building Blocks to Firm Success with Dasarte Yarnway
|
Dec 27, 2022 |
|
Is Growth the Right Choice for You?
|
Dec 20, 2022 |
|
Talking With Your Clients: The Power of Performance Comparisons
|
Dec 13, 2022 |
|
An Advisor's Role as Teacher With Mike Johnson
|
Dec 06, 2022 |
|
Keeping the Dream Alive with Justin Green
|
Nov 29, 2022 |
|
Money Memories and Their Lasting Effects with Chelsea Rude
|
Nov 22, 2022 |
|
Scale Up Using Third-Party Support Services with Michelle Wong
|
Nov 15, 2022 |
|
The Power of Silence with Brandon Galici
|
Nov 08, 2022 |
|
Ask the Right Questions with Phil Telpner
|
Nov 01, 2022 |
|
Getting to the Heart of What Really Matters with Ryan Kilkenny
|
Oct 25, 2022 |
|
Talking With Your Clients: Disciplined Spending
|
Oct 18, 2022 |
|
Why Our Tools No Longer Fit a Complex World
|
Oct 11, 2022 |
|
The Planning Process Is Too Complex. Now What?
|
Oct 04, 2022 |
|
The Cost and Complexity Problem With Planning
|
Sep 27, 2022 |
|
Why Can't Advisors Help More People?
|
Sep 20, 2022 |
|
Don't Let Niche Doubts Hold You Back
|
Sep 13, 2022 |
|
Don't Overlook This Unique Prospecting Opportunity
|
Sep 06, 2022 |
|
Bringing the Cost to Serve Down
|
Aug 30, 2022 |
|
How to Go Downmarket More Effectively
|
Aug 23, 2022 |
|
Increase Your Value with Tax Services With Steven Jarvis
|
Aug 16, 2022 |
|
Why Delivering Financial Certainty Is Never Enough
|
Aug 09, 2022 |
|
The Dangers of Investing too Much into a Home
|
Aug 02, 2022 |
|
Helping Clients Reveal Their True Feelings About Money
|
Jul 26, 2022 |
|
Talking With Your Clients: The Origins of Elements
|
Jul 19, 2022 |
|
What Is "Real Financial Planning"?
|
Jul 12, 2022 |
|
The Successful Sales Approach With Jake Larsen
|
Jul 05, 2022 |
|
Introducing Carl Richards: Altering the Focus of Your Advice
|
Jun 28, 2022 |
|
How to Fill Your Pipeline: A Lesson on Net Worth
|
Jun 21, 2022 |
|
Why You Shouldn't Fear Specialization With Adam Cmejla
|
Jun 14, 2022 |
|
Get Your New Advisors "Up to Speed" Faster
|
Jun 07, 2022 |
|
Putting Home Equity to Work During Retirement With Blain Pearson PhD
|
May 31, 2022 |
|
Burn Rate and a Philly Cheesesteak
|
May 24, 2022 |
|
Mastering the Human Side of Money With Brendan Frazier
|
May 17, 2022 |
|
Why Financial Salience Matters
|
May 10, 2022 |
|
The Twists and Turns of a Niche Market With Leah Coleman
|
May 03, 2022 |
|
Talking With Your Clients: Liquid Term (Lt)
|
Apr 26, 2022 |
|
The Flexible Approach to Training With Brett Danko
|
Apr 19, 2022 |
|
Trends Transforming Planning Pricing
|
Apr 12, 2022 |
|
How to Face Your Writing Fears With Paco de Leon
|
Apr 05, 2022 |
|
Niches Are More than Just Marketing
|
Mar 29, 2022 |
|
Embracing the Emotional Side of Planning With Beverly Flaxington
|
Mar 22, 2022 |
|
Why "Financial Planning" Doesn't Describe Your Value
|
Mar 15, 2022 |
|
5 Marketing Mistakes You Need to Avoid With Marie Swift
|
Mar 08, 2022 |
|
Context Over Content
|
Mar 01, 2022 |
|
Talking With Your Clients: Spending (Br)
|
Feb 22, 2022 |
|
The Case for and Against Financial Projections
|
Feb 15, 2022 |
|
Money and Moral Conflicts With David Dodd
|
Feb 08, 2022 |
|
The 'Painless' First Meeting Theory
|
Feb 01, 2022 |
|
Living Without Financial Fear With Justin Castelli
|
Jan 25, 2022 |
|
Prospecting With a Freemium Model
|
Jan 18, 2022 |
|
Working More Intentionally With Matthew Jarvis
|
Jan 11, 2022 |
|
Building Trust Through Healthy Pushback
|
Jan 04, 2022 |
|
The Role of Projections in Giving Advice
|
Dec 28, 2021 |
|
Proving Your Advice Is Valuable With Sten Morgan
|
Dec 21, 2021 |
|
What Skills Make a Good Advisor?
|
Dec 14, 2021 |
|
Why Planning Is Finally Reaching Its Potential With Bob Veres
|
Dec 07, 2021 |
|
Elements for Retirees
|
Nov 30, 2021 |
|
Why Tech Is Key to Firm Owner Success With Tim Welsh
|
Nov 23, 2021 |
|
Shifting from Client Meetings to Client Conversations
|
Nov 16, 2021 |
|
The Disciplined Approach to Rapid Firm Growth With Jim Crider
|
Nov 09, 2021 |
|
The Growing Fee-for-Service Trend
|
Nov 02, 2021 |
|
The Gap Between Literacy and Technology With Mac Gardner
|
Oct 26, 2021 |
|
The Future of Planning Frameworks
|
Oct 19, 2021 |
|
What It Means to Be a Financial Planner With Hannah Moore
|
Oct 12, 2021 |
|
Are You Giving Advice Too Quickly?
|
Oct 05, 2021 |
|
The Advisor as a Financial Guide With Scott Frank
|
Sep 28, 2021 |
|
What's the Right Pricing Model for Your Firm?
|
Sep 21, 2021 |
|
The Rise of the "Financial Advicer" With Michael Kitces
|
Sep 14, 2021 |
|
Why Real Planning Is Ongoing Planning
|
Sep 07, 2021 |
|
Next Generation Growth With Douglas A. Boneparth
|
Aug 31, 2021 |
|
Tracking Client Progress and Milestones
|
Aug 24, 2021 |
|
Innovations in Financial Services With Natalie Taylor
|
Aug 17, 2021 |
|
How to Get Your Clients Engaged in Planning
|
Aug 10, 2021 |
|
Aligning Client Money and Values With Carl Richards
|
Aug 03, 2021 |
|
Is Your Technology on Target?
|
Jul 27, 2021 |
|
Digital Marketing for the 21st Century With Paul Thompson
|
Jul 20, 2021 |
|
Are Numbers and Data Overwhelming Your Clients?
|
Jul 13, 2021 |
|
Accelerating Your Firm's Evolution With Stephanie Bogan
|
Jul 06, 2021 |
|
The Data Collection Challenge
|
Jun 29, 2021 |
|
How Dependable Processes Aid Growth With Daniel Hannoush
|
Jun 22, 2021 |
|
Speed Bumps to Scale
|
Jun 15, 2021 |
|
Finding Scale Through Innovative Solutions and Pricing with Kate Holmes
|
Jun 08, 2021 |
|
What Pricing Model Is Right for Me?
|
Jun 01, 2021 |
|
Revitalizing Your Approach to Client Advice With George Kinder
|
May 25, 2021 |
|
Creating the Value Clients Really Want
|
May 18, 2021 |
|
Achieving Balance Between Work and Life With Travis Parry
|
May 11, 2021 |
|
Balancing Your Jobs to Build Stronger Relationships
|
May 04, 2021 |
|
How to Bring Financial Joy to Your Clients With Dr. Meghaan Lurtz
|
Apr 27, 2021 |
|
The Truth Behind the Question "How Am I Doing?"
|
Apr 20, 2021 |
|
Finding the Right Candidate for Your Firm With Caleb Brown
|
Apr 13, 2021 |
|
Why Process Is Critical to Client Communications
|
Apr 06, 2021 |
|
Overcoming Emotional Hurdles Before Solving Problems With Daniel Crosby
|
Mar 30, 2021 |
|
Why Standards Improve the Quality of Your Advice
|
Mar 23, 2021 |
|
What to Look Forward to in Elementality Season 2
|
Dec 02, 2020 |
|
Making It Work When Work Comes Home With Barb Harper
|
Nov 24, 2020 |
|
Get Off the Sales Cycle Roller Coaster With Mark LeBlanc
|
Nov 17, 2020 |
|
Streamline the Planning Process With Frictionless Technology
|
Nov 10, 2020 |
|
Be the Resource Clients Want to Refer With Dan Allison
|
Nov 03, 2020 |
|
Purposeful Marketing Paves the Way
|
Oct 27, 2020 |
|
Staying Nimble in a Changing World With TJ Dunker
|
Oct 20, 2020 |
|
Say It With Style (and Purpose) With Katherine Eitel Belt
|
Oct 13, 2020 |
|
The Evidence for Evidence-Based Investing With Apollo Lupescu
|
Oct 06, 2020 |
|
7 Investment Don'ts Your Clients Need to Hear
|
Sep 29, 2020 |
|
Stand Out from the Advisor Crowd With Alana Kohl
|
Sep 22, 2020 |
|
Unleash Advisors With a Shared Resource Strategy
|
Sep 15, 2020 |
|
The Pricing Problem You Can't Ignore With Matthew Jackson
|
Sep 08, 2020 |
|
Why Your Stance on Liquidity Needs to be More Fluid
|
Sep 01, 2020 |
|
Defining and Selecting Your Niche With Patrick Brewer
|
Aug 25, 2020 |
|
How Advisors Can Solidify Their Value in a Robo Economy
|
Aug 18, 2020 |
|
A Better Way to Answer Your Clients' #1 Question
|
Aug 10, 2020 |
|
Making the Move from Broker Dealer to RIA
|
Aug 04, 2020 |
|
When is it Time to Hire Professional Management?
|
Jul 28, 2020 |
|
Real Financial Planning Starts With a Real Process
|
Jul 21, 2020 |
|
Where Your Ego Ends and The Business Begins
|
Jul 14, 2020 |
|
Welcome to Elementality! Stop Selling and Start Advising
|
Jul 02, 2020 |