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
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...