Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Joined September 2020
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#ThrowbackThursday: "How am I doing?" Reese Harper and Chad Jardine discuss showing clients their progress and asking what would give them confidence. Revisit this 2021 Elementality episode: buff.ly/d9jq41X
Listen to this Elementality episode on Spotify buff.ly/qrCX8Iw or Apple Podcasts buff.ly/q2fWKmY
Imagine a prospective client worries a home purchase will leave them short on cash. Liquid Term can start the conversation; the purchase costs and future expenses need a closer look. buff.ly/Ccmecjn
You can also listen to this episode on Apple Podcasts buff.ly/G9ciiuS or Spotify buff.ly/jWkcW9n
A useful follow-up shows a prospective client how you think. On Elementality, Jordan Haines discusses earning trust and "the flip" from vendor to expert. buff.ly/mECbdib
If a client contributes a percentage of each paycheck to their 401(k), you can now enter it that way in Elements. Available for recurring 401(k) and 403(b) contributions. buff.ly/Sk3ucbK
See all new features added over the last month here! buff.ly/hE8GU51
Brandon Galici on Elementality Ep. 230: advisors “all speak the same language, but then imagine Elements is like the dialect.” Strip out everything except the financial vital signs, and two advisors who have never met the household can still have a useful conversation about it. buff.ly/oSh4XAP
Listen to the full episode here:
Apple Podcasts buff.ly/ujixTSD
Spotify buff.ly/hIpcNYy
A client got a 100% probability of success from Monte Carlo and still didn't believe it. Brandon Galici on Elementality: his Total Term score of 107 years is what actually landed. "So I'm fine then." "Yes." buff.ly/hIpcNYy
Brandon Galici's Elementality 230 example: net worth was 107 times his adjusted annual spending input. That ratio helped a client understand the picture alongside the analysis. A snapshot, not a promise of 107 years. buff.ly/RahVugt
Listen to Brandon and Wade on Apple Podcasts: buff.ly/ujixTSD or Spotify: buff.ly/hIpcNYy
Reese Harper on Elementality 231: trust grows when advisors respond well in moments that matter. At your next review, ask what money decisions are coming up and which ones your client wants to talk through. Watch here: buff.ly/FsQbIGH
or you can listen to the full podcast on Apple Podcasts buff.ly/oG7xKqC or Spotify buff.ly/1SIbt2Z
Review client documents without closing the viewer. Open PDFs and supported images from the Documents tab in Elements, then use previous and next to move between files. See the demo: buff.ly/h7A7A75
See the rest our our September update at buff.ly/XVjrlwI!
A prospect asks about student loans. Start there. In episode 193, Jordan Haines explores keeping the immediate concern central while considering the whole financial picture. buff.ly/gkrhs0d
