Elementality for Financial Advisors | Elements Financial Vitals System™
Reese Harper, CFP®Join Reese Harper, CFP®, Carl Richards, CFP®, or Jordan Haines, 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 financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
| Publishes | Weekly | Episodes | 182 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
Listen to the Podcast
Latest Episodes
Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” more
We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. more
Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align... more
Colin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn: more
Insights
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Reviews
- Thanks!!
For those of us in the industry committed to lifelong learning these podcasts are a must listen. Working with and implementing Elements into my practice has dramatically improved the quality of advice I can provide.
Apple Podcasts5PTelp
United States2 years ago - Amazing podcast!
This is a must listen for financial planners everywhere! Reese is a highly knowledgeable and engaging host and each episode is truly insightful and informative.
Apple Podcasts5maddie@podcastingyouUnited States2 years ago - For Advisors, By Advisors!
Reese is a brilliant advisor in his own right and his show shares not only his hard earned expertise, but also lessons learned by working closely with dozens (hundreds?) or successful financial planners.
Apple Podcasts5Numbers Guy 81United States2 years ago - Great content
I love the practicality of the elements. I am trying to decide how/where to niche and this is also really helpful in understanding that process.
Apple Podcasts5jhorschUnited States3 years ago - Great content
I’ve enjoyed thus far and an anxious to hear future episodes.
Apple Podcasts5Monkey cheese llamaUnited States4 years ago
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Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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Elementality for Financial Advisors launched 4 years ago and published 182 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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