Everything

  • Elements Assessment Guides

    The below guides to help you understand how each Element is calculated, why it's important, how to use it, how to determine score accuracy, how to assess your client's score, and how to guide them to  improve it.  

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  • Understanding the Elements Scorecard

      Unable to attend the Scorecard Assessment Class or need extra help understanding the scorecard? Click the link below to watch a replay. 

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  • Answering Client Questions with Elements

    Here are some examples of advisors using Elements to answer client questions: Reese Harper answering “Should we pay off our student loans” with the scorecard Reese Harper answering “Should I go to a 15-year mortgage?”  Brandon Galici answering “should ...

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  • Sample Questions with Elements

    Here is a sample list of questions you could take to create campaigns (email or social media) to show how you help answer basic questions for your clients. How much do I put down on a car? Can I do a remodel? Should I fund a Roth this year? How to fina...

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  • Financial Assessment Recordings

    Being able to make and record a financial assessment for prospective and active clients is an essential part of the Elements Growth Method. See some examples below of real assessments different advisors have recorded for their clients.   David Dedman Sa...

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  • Advisor Website Examples

    Want some good examples of how advisors are using Elements on their websites? Check out a few live websites below. The Modern Advisor Out of the Office Planning Galici Financial Baskin Financial Planning ER Doc Finance Carlson Planning Co. ...

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  • Sample client details to create fake profiles in Elements

    Interested in building out a sample client profile in Elements, but unsure of what data to add? Here are three sample client profiles you can use to create your own.   We recommend building out profiles that are similar to the clients you bring on board...

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  • How do I have a conversation using the Elements Value Cards?

    To get started, watch the video below to see how Reese uses the Elements Values Cards to understand what’s important to clients. You can go to getelements.com/value-cards to do this activity with clients.    

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  • Elements Brand Assets Available for Use

    Elements Website Widgets  As an Elements customer you have access to a library of Elements content widgets that can be easily added to your website. In order to use these widgets, we need to add your website domain to our approved users. Please go to th...

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