Other Ways to Use Elements

How to Get New Clients

  • Introduction

    This guide was created to help you do two things: Understand how you can convert your existing prospects into new clients Create great top-of-funnel content so people are interested in working with you The sections are broken up into the above topics ...

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  • Convert Prospects to Clients

    Convert Prospects to Clients We help you take the prospective clients you already have and convert them into clients by helping you SHOW prospects what you do. Most people don’t understand and fully grasp the power of financial planning. But by using th...

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  • 6 Tips for Marketing Success

    Tips for marketing success:  Know, Like, and Trust The Know, Like and Trust factor has to be present. If this is the first time the prospect is seeing your content, it will likely take some time for them to become familiar with you before they click o...

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  • Ideas for Content

    Not sure what to say or how to start? Below is a list of ideas of content you can create. Each of these ideas could be done through multiple mediums… pick the medium that works the best with you and then branch out from there. Blogs, podcasts, webinars,...

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  • Common Marketing Questions

    Jeff Morgan, Head of Marketing, and Abby Morton, Director of Customer Success, hosted an Ask Me Anything webinar where they took questions from customers and answered them to show how Elements can be used in your marketing efforts. Here are the question...

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Creating a Planning Process from Scratch

  • Just Getting Started Guide (1 of 5)

    By Timothy Iseler, CFP®   You just launched your brand new financial advisory business and are excited to hit the ground running! There’s just one problem: even though you have the required knowledge and accreditation, no one explained exactly how you’r...

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  • How Elements Makes It Easy (2 of 5)

    Elements helps advisors have meaningful conversations quickly and with less friction by condensing the most important financial information into a handful of easy to understand (and easy to explain!) scorecard metrics. But Elements also has a ton of bui...

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  • Steps to Create Your Own Process (3 of 5)

    Whether you already have clients or are eagerly awaiting your first, documenting a repeatable process is essential. Your process documents tell everyone what to expect: clients know what they will get, you know exactly what you need to provide to meet &...

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  • A Process for the Stuff Outside Your Process (4 of 5)

    As advisors, we know that every client is different with unique questions and concerns. So what about the important client questions that aren't covered in your process playbook? Good news – we can use this same framework to build a plan for those unpla...

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  • Level Up: Sharing Your Process with Clients & Prospects (5 of 5)

    Having a documented, repeatable system helps you take the guesswork (and stress!) out of each new engagement by providing you step-by-step instructions to make sure you are delivering value to your clients. But that doesn’t mean your Process Playbook is...

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Creating a Tiered Service

  • What is a Tiered Service Model?

    You bought Elements because you are interested in creating a new service to your existing model. We have broken the guide into a couple of different sections that should speak to the unique model you want to create.

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  • Serving a Younger Generation with a New Service Model

    This model is likely a new model you can set up to serve accumulators or children of current clients. The idea that one advisor has done is to leave his retirement model alone, but insert Elements into a model serving these younger clients who don’t hav...

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  • 1:Many

    In this section, the focus is to give you an idea of how you can successfully implement a scaled 1:many offering in your practice. The idea here is you are serving multiple people at one time and charging a lower cost for that service instead of serving...

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