Elementality for Financial Advisors | Elements of Financial Planning System™

By Reese Harper, CFP®

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.

  1. 1.
    What it Means to Be a Financial Planner with Hannah Moore
    47:43
  2. 2.
    Are You Giving Advice too Quickly?
    20:08
  3. 3.
    The Advisor as a Financial Guide with Scott Frank
    46:20
  4. 4.
    What’s the Right Pricing Model for Your Firm?
    19:21
  5. 5.
    The Rise of the “Financial Advicer” with Michael Kitces
    44:24
  6. 6.
    Why Real Planning Is Ongoing Planning
    17:40
  7. 7.
    Next Generation Growth with Douglas A. Boneparth
    44:01
  8. 8.
    Tracking Client Progress and Milestones
    16:01
  1. 9.
    Innovations in Financial Services with Natalie Taylor
    51:48
  2. 10.
    How to Get Your Clients Engaged in Planning
    16:33
  3. 11.
    Aligning Client Money and Values with Carl Richards
    49:34
  4. 12.
    Is Your Technology on Target?
    21:21
  5. 13.
    Digital Marketing for the 21st Century with Paul Thompson
    44:40
  6. 14.
    Are Numbers and Data Overwhelming Your Clients?
    18:40
  7. 15.
    Accelerating Your Firm's Evolution with Stephanie Bogan
    46:22
  8. 16.
    The Data Collection Challenge
    17:54
  9. 17.
    How Dependable Processes Aid Growth with Daniel Hannoush
    50:03
  10. 18.
    Speed Bumps to Scale
    16:25
  11. 19.
    Finding Scale Through Innovative Solutions and Pricing with Kate Holmes
    46:36
  12. 20.
    What Pricing Model Is Right for Me?
    20:10
  13. 21.
    Revitalizing Your Approach to Client Advice with George Kinder
    43:37
  14. 22.
    Creating the Value Clients Really Want
    14:14
  15. 23.
    Achieving Balance Between Work and Life with Travis Parry
    47:04
  16. 24.
    Balancing Your Jobs to Build Stronger Relationships
    17:38
  17. 25.
    How to Bring Financial Joy to Your Clients with Dr. Meghaan Lurtz
    49:13
  18. 26.
    The Truth Behind the Question “How Am I Doing?”
    14:26
  19. 27.
    Finding the Right Candidate for Your Firm with Caleb Brown
    40:02
  20. 28.
    Why Process Is Critical to Client Communications
    21:54
  21. 29.
    Overcoming Emotional Hurdles Before Solving Problems with Daniel Crosby
    45:01
  22. 30.
    Why Standards Improve the Quality of Your Advice
    22:16
  23. 31.
    What to Look Forward to in Elementality Season 2
    1:11
  24. 32.
    Making It Work When Work Comes Home with Barb Harper
    30:06
  25. 33.
    Get Off the Sales Cycle Roller Coaster with Mark LeBlanc
    32:54
  26. 34.
    Streamline the Planning Process with Frictionless Technology
    26:49
  27. 35.
    Be the Resource Clients Want to Refer with Dan Allison
    27:48
  28. 36.
    Purposeful Marketing Paves the Way
    28:16
  29. 37.
    Staying Nimble in a Changing World With TJ Dunker
    33:16
  30. 38.
    Say It With Style (and Purpose) with Katherine Eitel Belt
    32:32
  31. 39.
    The Evidence for Evidence-Based Investing with Apollo Lupescu
    29:42
  32. 40.
    7 Investment Don'ts Your Clients Need to Hear
    43:08
  33. 41.
    Stand Out from the Advisor Crowd with Alana Kohl
    33:36
  34. 42.
    Unleash Advisors with a Shared Resource Strategy
    33:43
  35. 43.
    The Pricing Problem You Can't Ignore with Matthew Jackson
    39:07
  36. 44.
    Why Your Stance on Liquidity Needs to be More Fluid
    29:01
  37. 45.
    Defining and Selecting Your Niche with Patrick Brewer
    40:22
  38. 46.
    How Advisors Can Solidify Their Value in a Robo Economy
    36:39
  39. 47.
    A Better Way to Answer Your Clients' #1 Question
    32:08
  40. 48.
    Making the Move from Broker Dealer to RIA
    26:06
  41. 49.
    When is it Time to Hire Professional Management?
    27:36
  42. 50.
    Real Financial Planning Starts with a Real Process
    22:28

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