Cover image of Elementality for Financial Advisors | Elements of Financial Planning System™

Elementality for Financial Advisors | Elements of Financial Planning System™

Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning.You'll learn how monitoring ongoing fina... Read more

Warning: This podcast data isn't working.

This means that the episode rankings aren't working properly. Please revisit us at a later time to get the best episodes of this podcast!

Ranked #1

Podcast cover

Talking With Your Clients: A New Way to Look at Budgeting

Talking With Your Clients: A New Way to Look at Budgeting

If you never examine how your clients spend money, there’s really no need to make a financial plan. It can be a challeng... Read more

8 Aug 2023

23mins

Ranked #2

Podcast cover

The Psychology of the Buying Decision with Jake Larsen

The Psychology of the Buying Decision with Jake Larsen

If prospective clients are hesitant, you need to better understand the factors they normally consider before they make a... Read more

1 Aug 2023

29mins

Similar Podcasts

Ranked #3

Podcast cover

Attracting the Ideal Client with Emlen Miles-Mattingly

Attracting the Ideal Client with Emlen Miles-Mattingly

It isn’t earth-shattering news that the purpose of marketing is to attract an audience. But by casting a wide net, it is... Read more

25 Jul 2023

50mins

Ranked #4

Podcast cover

The Power of Consistency with David DeCelle

The Power of Consistency with David DeCelle

Many of the efforts advisors undertake fail before they reach the finish line—and it’s not because of flawed strategies.... Read more

18 Jul 2023

29mins

Most Popular Podcasts

Ranked #5

Podcast cover

Find Your Perfect Client: The Power of an Ideal Client Avatar

Find Your Perfect Client: The Power of an Ideal Client Avatar

Creating a clear understanding of your target market is crucial for effective marketing so marketers segment by demograp... Read more

11 Jul 2023

30mins

Ranked #6

Podcast cover

Social Media vs Email. And the Marketing Winner Is …

Social Media vs Email. And the Marketing Winner Is …

Popular culture seems to support the perception that social media is the ultimate marketing solution and email is just p... Read more

4 Jul 2023

25mins

Ranked #7

Podcast cover

How Good Messaging Helps Grow Your Business

How Good Messaging Helps Grow Your Business

You already write … a lot. From social posts to daily emails, there is a continual demand for you to organize words to c... Read more

27 Jun 2023

31mins

Ranked #8

Podcast cover

How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles

How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles

As a fee-only advisor, not taking commissions is central to how you define your services. But here’s the dilemma: your c... Read more

20 Jun 2023

22mins

Ranked #9

Podcast cover

Marketing Through Social Media with Thomas Kopelman

Marketing Through Social Media with Thomas Kopelman

Choosing which social media channel might work best for you can be daunting. And you know putting a little content on ea... Read more

13 Jun 2023

28mins

Ranked #10

Podcast cover

How Elements Helped My Seminar Succeed—with Colton Etherton

How Elements Helped My Seminar Succeed—with Colton Etherton

To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. But marketing one... Read more

6 Jun 2023

23mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”