Elements Financial Vitals

Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.

[Elements Financial Vitals @Get_Elements]

Listen to Elementality Ep. 230 on Apple Podcast https://t.co/2pkVDfntge and Spotify https://t.co/G1ZLwlDVIr.

[Elements Financial Vitals @Get_Elements]

One of Brandon Galici’s retired clients asked for a Monte Carlo analysis and had trouble believing the 100% success result. In this clip from Elementality Ep. 230, Brandon explains why showing a Total Term of 107 years made more sense to him. https://t.co/jgqjeTBFPY

[Elements Financial Vitals @Get_Elements]

Watch Brandon and Becky on this episode of Elements in Real Life on our YouTube channel. https://t.co/e8NB7aR5jV

[Elements Financial Vitals @Get_Elements]

Could this renter afford to buy a house? Two advisors work through what owning the house would add to his budget, and what target on his Elements scorecard to achieve first before starting the home-buying conversation. https://t.co/e8NB7aR5jV

[Elements Financial Vitals @Get_Elements]

Current Elements advisors, join Wade tomorrow Nov 10, noon to 1 p.m. Mountain. He’ll walk through the new Estate Status report and show how to set retirement contributions as a percentage of income, among other new features. Bring your questions. Register now! https://t.co/0FK2PiOKMP

[Elements Financial Vitals @Get_Elements]

Clients can open their One Page Plan in the Elements client portal: purpose, goals, next steps, scores, income and spending, and net worth progress in one view-only summary. https://t.co/u0NIS7nw3N

[Elements Financial Vitals @Get_Elements]

Listen to the episode on Spotify https://t.co/T3LBZ1lYDf or Apple Podcasts https://t.co/bxGFcCQhgI

[Elements Financial Vitals @Get_Elements]

"The technology that you put in front of your client speaks louder than some of the things you say." Reese Harper on Elementality, talking with Carl Richards about why design matters in financial services. https://t.co/lyA12kfL3j

[Elements Financial Vitals @Get_Elements]

Assets and debts in Elements can be closed instead of deleted. Closed accounts are removed from current net worth calculations, but you can still review their past balances. https://t.co/cC0MSBXiJd

[Elements Financial Vitals @Get_Elements]

Listen to this Elementality episode on Spotify https://t.co/6a90bOV3uz or Apple Podcasts https://t.co/gIikKNp15k

[Elements Financial Vitals @Get_Elements]

#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: https://t.co/sPWPzEmnpz

[Elements Financial Vitals @Get_Elements]

You can also listen to this episode on Apple Podcasts https://t.co/dfjjblbpF3 or Spotify https://t.co/XYMF64LaL5

[Elements Financial Vitals @Get_Elements]

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. https://t.co/lsnpUihvCx

[Elements Financial Vitals @Get_Elements]

Listen on Spotify: https://t.co/T5Ys1RvWSM
or Apple Podcasts: https://t.co/d6Khu1K8xj

[Elements Financial Vitals @Get_Elements]

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. https://t.co/GpYnYj8O5g

[Elements Financial Vitals @Get_Elements]

See all new features added over the last month here! https://t.co/5C3Xe82X1q

[Elements Financial Vitals @Get_Elements]

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. https://t.co/84y3Loedlk

[Elements Financial Vitals @Get_Elements]

Listen to the full episode here:
Apple Podcasts https://t.co/9UtPMBLoGq
Spotify https://t.co/sptBSXmJ3y

[Elements Financial Vitals @Get_Elements]

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. https://t.co/XiEH12eFsr

[Elements Financial Vitals @Get_Elements]

You can also watch it on Youtube instead: https://t.co/K0xPRonYmC

[Elements Financial Vitals @Get_Elements]

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." https://t.co/sptBSXmJ3y

[Elements Financial Vitals @Get_Elements]

Prefer to listen on Apple Podcasts? https://t.co/9UtPMBLoGq