Best Elements Technology, Inc Podcasts (2024)

1
AI Assisted Fuel Management System 13:53

13m 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

20h 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
The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice 8:58

2d ago8:58

8:58

There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…

1
Economics and Efficiency of Fuel Monitoring 14:49

7d 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

8d 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

8d 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

9d 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

15d 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

21d 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

22d 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
What jobs will be substantially replaced by AI? - Pt. 2 of 2, Summary of GenAI Summit, SF_Joanne Z. Tan_Episode 24, Season 2 6:20

23d ago6:20

6:20

Joanne Tan, AI Experience Design (AIXD) consultant for UX, CX, CSAT, explains the latest Gen AI job and data opportunities and losses.(Continued from Pt. 1 of 2.)What is the difference between an AI Co-pilot and an AI Agent?What jobs will be substantially replaced by GenerativeAI?Data protection and Data Use: land grab or monetize what data?When AI…

1
Where is GenAI going? How Fast? - A Summary of a 3-day GenAI Summit in San Francisco, Part 1 of 2_Episode 23, Season 2_Joanne Z. Tan 5:30

24d ago5:30

5:30

Where Is Generative AI heading? How fast? How long will it take to overcome bottlenecks & obstacles? What is the difference between an AI Co-pilot and an AI Agent?AI Jargon for “Non-Nerds” and AI Newbies To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in …

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

29d 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

1M 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
Steve Jobs' Secret Sauce for Turning a Startup into Apple: 3 Elements of a Unicorn_Joanne Z. Tan_Episode 22, Season 2 10:55

1M ago10:55

10:55

Vision, Brand Focus, Experience Design are Steve Jobs’ secret sauce for growing a garage startup into Apple, and they are the 3 Elements of an AI Unicorn no matter what products or services. Steve Jobs did it right by STARTING with user journey and user experience at the very beginning, from day one, BEFORE making any products, BEFORE engineering, …

1
A message for entrepreneurs: Just Do It! _ by Joanne Z. Tan_Episode 21, Season 2 4:02

1M ago4:02

4:02

Many entrepreneurs hold themselves back with fear, complacency or over thinking rather than taking action. Success comes from embracing imperfection and taking calculated risks to achieve personal and entrepreneurial growth, per Joanne Z. Tan. To read as a blog To watch as a video © Joanne Z. Tan All rights reserved. ===============================…

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

1M 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
Brand Loyalty - how to earn it and keep it_Part 1 of 2_by Joanne Z. Tan_Episode 20, Season 2 5:33

2M ago5:33

5:33

Earning loyal and devoted customers or followers is hard work. Even harder is keeping their long term loyalty.When your customers buy repeatedly and exclusively from you, over the long term, you have earned their brand loyalty based on faith and trust, which is the ultimate testament to your accomplishment, whether you offer products or services. T…

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

2M 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

2M 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
Why a Brand Audit Can Save a Company, and What, When, and How?_by Joanne Tan_Episode 19, Season 2 10:42

3M ago10:42

10:42

An out-of-touch brand is a weak brand that soon leads to decreased sales and a shrinking market share. A disconnected brand threatens your business survival. If your brand is starting to feel stale and irrelevant, it may be too little, too late if you wait until your sales are going down to start a comprehensive brand audit. Doing the audit takes t…

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
Natural Language Processing and LLM: They are as Dumb or Intelligent as Your LANGUAGE_by Joanne Z. Tan_Episode 18, Season 2 2:58

3M ago2:58

2:58

AI is as dumb or smart as human's command of language instruction, since NLP (natural language processing) & LLM (large language model) depend on data, and data is input with human language. To improve AI's level of intelligence, we humans must improve our command of language and thinking. How to do that? To read as a blog To watch it as a video © …

1
Brand Culture and Workplace Culture: How to grow an organization of ANY size_Joanne Tan_Episode 17, Season 2 15:07

3M ago15:07

15:07

What did Golden State Warriors and Seattle Seahawks coaches do right about creating a culture? How can brand culture be used to catalyze workplace culture, to increase loyalty, productivity, customer acquisition, and profits? To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ==============================================…

1
Pursuing Authenticity w/ Justin Castelli 41:28

3M 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

3M 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
"From Tangle to Tango" - a short poem about AI and humanity, by Joanne Z. Tan_Episode 16, Season 2 2:12

3M ago2:12

2:12

This is a poem about the future of AI and humanity, written by Joanne Z. Tan, NOT by AI. To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ========================================================= - To stay in the loop, subscribe to our Newsletter - Download free Ebook Please don't forget to like it, comment, or better, …

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
What Is AI Experience Design (AIXD)? Why AI Voice and IVR are Driving Customers Nuts? _ Joanne Tan_Episode 15, Season 2 13:56

4M ago13:56

13:56

Saving cost at the expense of customer frustration is a losing game, even for an iconic brand. The problem in AI experience design (AIXD) is the culprit for bad customer experience everywhere: too many customers cannot get a live agent to answer their simple questions, after calling and “talking” to an AI voice used on IVR (interactive voice respon…

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
Fight Deep Fake Videos with a Simple Disclaimer: This is a Genuine Video!_by Joanne Z. Tan_Episode 14, Season 2 8:43

4M ago8:43

8:43

To differentiate Genuine Videos from Deepfakes, start with a simple disclaimer When seeing is not believing, when truth and trust are replaced by falsehood and distrust, the foundation for fact-based decision making is like a rug being pulled out from under our feet. This is a real threat to democracy and civilized societies. What are you waiting f…

1
Oscars 2024 Deserving Winners, Why Oppenheimer is Not the Best_Season 2, Episode 13 5:43

4M ago5:43

5:43

Perhaps both the vastness and complexity of the character J. Robert Oppenheimer, and the subject matter, are simply beyond the grasp of a Hollywood movie. (Hear Joanne Tan explains why.) (Some of the Deserving Winners:) Best Picture: THE ZONE OF INTEREST Poor Things Past Lives And more categories... To read as a blog To watch it as a video © Joanne…

1
Working with GE Legendary CEO Jack Welch, on corporate reward systems - Interview by Joanne Tan of Steve Kerr_Episode 12, Season 2 1:19:28

4M ago1:19:28

1:19:28

How did Jack Welch lead GE to be the best run company in the world? Dr. Steve Kerr shares inside stories, as the designer and implementor of renowned GE WORKOUT, and other systems and programs for rewarding collaborative behaviors. (Sample gems of wisdom:) “Rewards were the third thing… You have to define it, you have to create the behaviors, after…

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

4M 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
Death-defying Climb of Mt. Aconcagua by Gary Middlemiss: "Interviews of Notables and Influencers" by Joanne Z. Tan_Episode 11, Season 2 1:33:12

4M ago1:33:12

1:33:12

Gary Middlemiss and his friends did a death-defying climb of 23,000 feet to the peak of Mount Aconcagua in Argentina, experiencing the best and the worst in both humanity and nature. – How did he reach the Aconcagua summit at 23,000 feet, in spite of starvation (after food was stolen), delirium, ill-willed guide, near death experience… ? – When his…

1
Alexei Navalny's Roaming Spirit_A Poem by Joanne Z. Tan_Episode 10, Season 2 2:31

4M ago2:31

2:31

"Like a meteor lighting up the Arctic night, no Sun, no days, no twilight. In the remote Russian land, deserted, lifeless, frozen, A noble soul was killed in a cold prison, His light snuffed out at the age of forty seven. ..." To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. =============================================…

1
Mastering LinkedIn for Advisors With Ken Anderson 22:35

4M 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
Super Bowl Best 3 TV Commercials, 2024_Episode 9, Season 2_Joanne Z. Tan_10 Plus Brand 5:30

5M ago5:30

5:30

Here are the top 3 best Super Bowl TV Commercials, 2024, ranked by 10 Plus Brand for the 5th year in a row. We adhere to the same criteria year after year: No celebrities. No religion. No politics. No violence. No vulgarity. To read as a blog To watch it as a video © Joanne Z. Tan All rights reserved. ===============================================…

1
Rebranding Yourself and Your Company - 4 Tips for Starting a New Career Post Retirement at 60 and above_Episode 8, Season 2_Joanne Z. Tan_10 Plus Brand 10:15

5M ago10:15

10:15

The four steps here are a self-guide for rebranding “retired” executives seeking to start a business or reinvent themselves: - Is growing a business, or starting a new career the right thing for you? - To what extent do you want to work during retirement? - What does “success” or “failure” mean to you? - Where to start? If you are one of the gray-h…

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

5M 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

5M 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

5M 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
Taylor Swift Brand and the Fullness of Womanhood_Episode 7, Season 2_Joanne Z. Tan_10 Plus Brand 9:00

6M ago9:00

9:00

The most powerful thing about Taylor Swift is Taylor Swift being HERSELF, as a shining example of a personal brand, and a business brand.She did it on her own terms, with her own talent, through her relentless strive. She symbolizes the new fullness of womanhood: independent, feisty, hardworking, joyful, compassionate, entrepreneurial, intelligent,…

1
Convert More Prospects With Small Events 18:15

6M 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!…

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