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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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
On Elementality, Jordan Haines recalls how a dentist's limited liquidity opened a useful question about their debt anxiety. Start with the client's concern and use the financial picture to explore it together. buff.ly/l0KkiYY
You can also listen to this Elementality episode via Spotify: buff.ly/5qQ9meh
What matters most to a new client? Add your firm's questions to onboarding in Elements, then review submitted answers on the client profile. Bring that context into your first advice conversation. buff.ly/c2SSvn6
Archiving a client clears them out of your working lists and keeps their history. Find them under Archived in the left panel and unarchive any time. One catch: app access, linked accounts and group membership do not come back. buff.ly/tNcXniu
Your onboarding questionnaire is now yours. Build your firm's own questions in Firm Settings, pick from seven answer types, mark the ones you require. Clients answer during onboarding and the responses land on their profile. buff.ly/c2SSvn6
See all our new features for October here: buff.ly/46PGC8I