Best Elements Technology, Inc Podcasts (2024)

1
Using Technology & Team Building to Advance Fuel Management Systems 18:29

1d ago18:29

18:29

Join us for another episode of PetroTalk, where we sit down with Diego Rodriguez, the CTO of SCI Global, for a compelling discussion on innovation and team dynamics in the fuel industry. Diego shares his journey from Colombia to the forefront of technology in the petroleum sector, highlighting his experiences and the vibrant culture that drives his…

1
Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

2d ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

1
Revolutionizing Fuel Management with SCI Global 13:40

8d ago13:40

13:40

Welcome back to PetroTalk, presented by SCI Global. Join us as we sit down with Jeremiah, the Product Development Manager at AFD, who shares his journey from being an electrician to revolutionizing fuel management systems. In this episode, Jeremiah discusses his transition into the petroleum industry and his pivotal role in integrating cutting-edge…

1
Don't Miss Your Client's Emotional Threads [172] 9:15

9d ago9:15

9:15

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …

1
AI Assisted Fuel Management System 13:53

16d ago13:53

13:53

Tune into PetroTalk, hosted by SCI Global, as we welcome back Dale Reimer to delve deeper into the transformative impact of AI and BI on fuel management systems. This episode explores the integration and benefits of these technologies within AFD's operations, providing a compelling view of the future of fuel distribution. Discover how AFD uses AI t…

1
Focus Only On Foundational Behaviors w/ Joshua Humada [171] 23:51

16d ago23:51

23:51

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…

1
Economics and Efficiency of Fuel Monitoring 14:49

25d ago14:49

14:49

Dive into another episode of PetroTalk, hosted by SCI Global, featuring Dale Reimer, President of AFD (Advanced Fuel Distribution). Join us as Dale shares the intriguing journey of AFD from its humble beginnings to becoming a leading solutions provider in industrial fuel distribution across Western Canada and Alaska. In this episode, Dale discusses…

1
Fuel Monitoring Innovations & Technology 11:56

26d ago11:56

11:56

Welcome to PetroTalk, brought to you by SCI Global. In this insightful session, we're joined by Diego Rodriguez, CTO of SCI Global, who dives deep into the operational efficiencies of fuel management with the revolutionary Level Shield system. Discover how Level Shield, an advanced fuel level monitoring system, not only minimizes human error but al…

1
Do These 2 Things Before You Do A Financial Plan [170] 12:04

23d ago12:04

12:04

Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…

1
The Challenges of Optimizing Fuel Management 13:40

27d ago13:40

13:40

Join us for another engaging episode of PetroTalk, brought to you by SCI Global. In this session, host Ori Ezra welcomes back Diego Rodriguez, CTO with over 13 years at NCI, to delve deeper into the technological advancements and efficiencies in fuel management systems. Episode Highlights: Advanced Fuel Management: Explore the critical role of fuel…

1
What Is Financial Orientation? w/ Brandon Galici [169] 38:41

1M ago38:41

38:41

In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…

1
Innovations in Fuel Management Systems with SCI Global 18:38

1M ago18:38

18:38

Welcome to the inaugural episode of PetroTalk, where we dive into the critical topic of fuel management systems. Hosted by Ori Ezra, this episode features expert insights from Tal Ezra, CEO of SCI Global, and Diego Rodriguez, CTO of SCI Global, exploring the essentials of effective fuel management and the impact of technological advancements on the…

1
How To Build A Marketing Strategy w/ Jeff & Abby [168] 39:36

1M ago39:36

39:36

To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…

1
Financial Coach Vs. Financial Planner w/ Taylor Westergard [167] 33:23

1M ago33:23

33:23

In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, speci…

1
Understanding Client Spending w/ Erik Baskin [166] 34:09

2M ago34:09

34:09

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.…

1
6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165] 32:33

2M ago32:33

32:33

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…

1
Unlock Growth By Serving The Underserved w/ Michael Kitces [164] 1:01:41

2M ago1:01:41

1:01:41

In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth. Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like …

1
Delivering Value To Clients Sooner w/ Abby Morton 31:01

2M ago31:01

31:01

In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver …

1
Marketing The Right Way w/ Robert Sofia 36:24

3M ago36:24

36:24

Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …

1
Finding The AI Sweetspot w/ Denis Konoplev 24:36

3M ago24:36

24:36

Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…

1
"The Language of Referrals" w/ Bill Cates 37:48

3M ago37:48

37:48

Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…

1
Practical Uses For AI Today w/ Jeff Morgan 35:20

3M ago35:20

35:20

We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.By Elements

1
Pursuing Authenticity w/ Justin Castelli 41:28

4M ago41:28

41:28

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 their financial strategies with their genuine life goals, Justin advocates for a more authentic, fu…

1
Social Media Success w/ Colin Day 47:50

4M ago47:50

47:50

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: How to think about "client engagement" How Colin leveraged bad luck to create an intersting story How to use Elements to attract and qualify potential clients…

1
Monitor Client Progress with Physicians Thrive 27:12

4M ago27:12

27:12

How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.By Elements

1
Monitor Financial Vitals 15:54

4M ago15:54

15:54

The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial …

1
Advice 2.0: Less Time, More Impact 22:10

5M ago22:10

22:10

Traditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financi…

1
Mastering LinkedIn for Advisors With Ken Anderson 22:35

5M ago22:35

22:35

Explore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online.By Elements

1
Build A Cohesive Marketing Strategy With David Roberson 27:55

5M ago27:55

27:55

Learn how you can integrate a cohesive marketing story into your firm with David Roberson of Azella. Discover how advisors can create a more accessible and cohesive service through technology and personalized branding. Learn about the power of storytelling in creating a seamless journey from the first ad to the final meeting.…

1
Prospect Power Up: Answer Questions First 27:06

5M ago27:06

27:06

In this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guida…

1
Sharing You Work Publicly with Josh Passler 27:55

6M ago27:55

27:55

Discover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online.By Elements

1
The Art of Guidance: Using The Right Tools 21:43

6M ago21:43

21:43

Explore the role of financial advisors as guides, uncover the art of identifying client archetypes, and learn how to choose the right tools for effective behavior change in this Elementality episode. Dive into personalized financial guidance for impactful client journeys.By Elements

1
Validation: What Clients Really Want 17:29

6M ago17:29

17:29

Discover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.By Elements

1
The Elements Story: From Concept to Success 22:37

6M ago22:37

22:37

Discover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated technology.…

1
Convert More Prospects With Small Events 18:15

7M ago18:15

18:15

Discover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transform your prospecting approach through events!…

1
Why Everyone Needs a Discussion Partner with Angela Johnson 33:17

7M ago33:17

33:17

“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning…

1
High Impact, Low Cost Marketing with Jeff Morgan 43:23

7M ago43:23

43:23

For RIAs with limited resources, how to market your services can seem daunting. Where do you begin? How do you get followers? Despite the obvious obstacles, these ideas can help you kickstart your marketing efforts. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how to build an audience on a minimal budget.…

1
Debt Optimization as a Next-Level Service with Rohit Argawal 24:54

7M ago24:54

24:54

When advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm that allows advisors to add liability planning to their s…

1
The Benefits of Podcasting for Advisors 23:01

7M ago23:01

23:01

There are few channels as versatile as podcasting. It’s an excellent marketing tool, a great way to build an audience, and it’s easy to start one. But there are some things you need to know before you decide to go live. On this Elementality, Reese Harper offers tips he has gleaned from his experience as a host and guest on how to succeed as a podca…

1
Maximize the Impact of Your Content with Jeff Morgan 41:50

8M ago41:50

41:50

Is marketing at the bottom of your to-do list? There are a million things that need to be done for clients, but let’s be honest, marketing would get more attention if you were more confident that you could do it effectively. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how his FIRE process can ignite your …

1
Simplify the Complex: Elements’ One-Page Plan with David Hughes 24:50

8M ago24:50

24:50

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 helps him launch clients on thei…

1
Maximizing Your Impact With Tax Planning with Roger Pine 31:03

8M ago31:03

31:03

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 helps advisors simplify tax planning fo…

1
Talking With Your Clients: The Key to Retirement Planning 24:51

8M ago24:51

24:51

“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 the question that needs an in-depth examinati…

1
Building Trust and Authority With a White Paper 27:42

9M ago27:42

27:42

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 reputation, your brand, and a librar…

1
A Better Understanding of Financial Health with Eric Rodriguez 39:02

9M ago39:02

39:02

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 how the present and future ar…

1
Making Quality Advice Available to All with Rob Rickey 50:35

9M ago50:35

50:35

Many people say nothing makes them feel more confident in life than to have their financial house in order. And for some, to accomplish it, they need to rely on help. So how do we get the option of good fiduciary planning to everyone? On this Elementality, Reese interviews Rob Rickey of StraightLine, a firm that works with employers to bring financ…

1
Leveraging Instagram for Social Prospecting with Colton Etherton 24:05

9M ago24:05

24:05

Prospecting still requires some level of personal connection. Gone are the days of cold calling—now social media offers that link to prospects and lets you target your customers, connecting with them at your fingertips. On this Elementality, Abby talks with Colton Etherton of Out of Office Planning about why Instagram is his choice for social prosp…

1
Simplify Financial Planning With Elements with Dale Shafer 32:43

10M ago32:43

32:43

How am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients fin…

1
Leveraging Social Media Marketing with Jeff Morgan 29:07

10M ago29:07

29:07

In our digital age, social media is a central ingredient for most marketing plans. But with so many options, where to start can be confusing. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about social strategies—how to start; the power of paid social; and why content creation needs to be part of your social marke…

1
Why the Status Quo Is a Threat to Your RIA with Matt Reiner 43:16

10M ago43:16

43:16

When making decisions, we lean towards the familiar. It’s in our nature as change often seems too uncomfortable. From ordering food to choosing apps, we want what’s familiar. But to thrive, you need to innovate. On this Elementality, Reese welcomes Matt Reiner, CEO at Wela Strategies, who explains why maintaining the status quo results in stagnatio…

Podcasts Worth a Listen

Elements Technology, Inc Podcasts

Podcasts Worth a Listen

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