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Elementality for Financial Advisors | Elements of Financial Planning System™

Nov 21, 2023

You want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?"

On this Elementality, Abby welcomes David Hughes who explains how the Elements' One-Page Plan...

Nov 14, 2023

Every client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes.

On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that...

Nov 7, 2023

“When can I retire?” It may be the #1 question planners get asked. And an answer like, “Just save this much monthly” won’t do since lifestyle choices and economic uncertainty mean the answer isn’t easy to project.

On this Elementality, Reese explains to the clients of his RIA why there’s a complexity to...

Oct 31, 2023

In an era defined by tweets, does a white paper offer any value to a small RIA firm? The answer is a resounding ‘yes’! White papers persuade like an article, offer information like a brochure, educate, and promote your services.

On this Elementality, Carl explains how you can write a white paper that builds your...

Oct 24, 2023

Most people are more concerned about what is going to happen in the next few years, not the next 50 years. They want to enjoy the present.

On this Elementality, Abby welcomes Eric Rodriguez of Wealth Builders LLC, who explains how to empower clients to make informed decisions by using Elements to tell a visual story of...