Best Elements Technology Inc Podcasts (2025)

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220: PandoWealth's 12-Month Onboarding Process with Thomas Meek 28:41

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3d ago28:41

28:41

Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboard…

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AI's Impact on the Fuel Industry 20:24

5d ago20:24

20:24

In Episode 8 of PetroTalk, we explore the transformative role of artificial intelligence in the fuel industry. Host Ori Ezra is joined by Diego Rodriguez and Tal Ezra of the SCI Global team to break down how AI and data-driven systems are reshaping fuel management—from predictive analytics and automated delivery planning to intelligent route optimi…

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Separate Your Solutions From Their Problems [219] 9:24

10d ago9:24

9:24

Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client…

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How To Sell An Employee Wellness Service [218] 46:19

17d ago46:19

46:19

Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you’ll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as… What motivates employers to purchase a financial wellness service What motivates employees to engage wit…

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When Scale & Consistency Destroy Progress [217] 8:01

24d ago8:01

8:01

Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a “pre-scale” phase of developing effective services for clients—an effect.By Elements

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How To Start Building A Coaching Service [216] 14:23

1M ago14:23

14:23

Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything: What is your motivation for this program? Why would someone need this service over your core financial plannin…

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How To Unlock The Power Of Client Referrals (Replay) 22:45

1M ago22:45

22:45

Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunit…

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Qualifying Prospects And Discovering Value [214] 16:08

2M ago16:08

16:08

Jordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.By Elements

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Settling The Debate: Theory Vs. Proven Systems [213] 18:18

2M ago18:18

18:18

Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.…

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4 Topics For Your Quarterly Service Calendar [212] 11:19

2M ago11:19

11:19

Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.…

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How To Build A Monthly Service Calendar [211] 19:42

2M ago19:42

19:42

Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. ⁠The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings ra…

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Stop Being Mistaken For Everyone Else [210] 14:40

2M ago14:40

14:40

Jordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself through clear contrasts and category ownership, transforming from a commodity into a true decision-making partner who delivers cohesive, designed experie…

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Zero Assets, Zero Shame [209] 16:06

3M ago16:06

16:06

Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential. The conversation offers valuable insights for both advisors work…

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What Are You Solving For? [208] 10:52

3M ago10:52

10:52

Jordan explores the concept of "solving for chaos" in financial advisory services. Drawing from his experience at Dentist Advisors, Jordan discusses how identifying and addressing financial chaos through organized, intentional processes can transform client relationships and deliver meaningful value.…

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Your Price Is Not The Problem (4 of 4) 10:29

3M ago10:29

10:29

Jordan dives into the fourth and final component of client perceived value: price. He explores why pricing isn't usually the real problem when clients object to costs, but rather a symptom of not effectively communicating value. Through personal experiences at Elements and as a financial advisor, Jordan demonstrates how understanding and confidentl…

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Why Prospects Don’t Trust You Or Your Firm (3 of 4) 8:03

3M ago8:03

8:03

Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems. Jordan also discusses the importance of positioning you and your firm in the minds of pr…

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Make Financial Advice More Tangible (Part 2/4) [205] 16:50

4M ago16:50

16:50

Jordan explores how to help prospects understand how a financial advisor’s service can solve their core job to be done, rather than just treating symptoms. In this episode you’ll learn the importance of sequencing your service description after problem diagnosis, how to effectively position yourself in the minds of your prospects, and how to achiev…

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Your Prospect's Problem Dictates Your Value (Part 1/4) [204] 13:01

4M ago13:01

13:01

Jordan explores the first of four components of customer perceived value: identifying and isolating the core problem⁠. Through relatable examples and personal experiences, Jordan discusses why understanding the fundamental problem, rather than just addressing symptoms, is crucial for clients to see the true value in financial services⁠.…

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3 Questions To Help Orient Your Prospects [203] 14:37

4M ago14:37

14:37

In this episode, Jordan discusses the importance of orienting prospects to their financial situation. Specifically, he walks through the three questions he seeks to answer for prospects that help guide the conversation and address the things that prospects most commonly think about as it relates to their finances.…

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4 Data Gathering Tips For Prospecting [202] 16:52

4M ago16:52

16:52

In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include: Encouraging prospects to be less precise in the information they add Sending a short video explaining …

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Provide Clarity Before You Sell [201] 10:53

5M ago10:53

10:53

Jordan shares insights from his recent presentation at a dental conference where he introduced a unique approach to financial consulting inspired by Patrick Lencioni's book "Getting Naked". Rather than leading with firm credentials and services, Jordan demonstrates how starting with clarity about clients' current financial health and actively liste…

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Find Your Value Sweet Spot, Then Stop [200] 8:04

5M ago8:04

8:04

Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.By Elements

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Avoid These 3 Sales Myths [199] 17:21

5M ago17:21

17:21

Jordan discusses key insights from the book "Demand Side Sales 101" by Bob Moesta, which challenges three common sales myths and introduces a fresh perspective on selling financial advice. The book emphasizes that sales aren't random but rather caused by specific struggling moments in clients' lives, and that people buy for their own reasons rather…

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A New Way To Successfully Buy Leads [198] 18:49

5M ago18:49

18:49

In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple …

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When Tech Is Better Than A Human Advisor [197] 8:48

5M ago8:48

8:48

Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances⁠.By Elements

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Why You Should Try New Things [196] 9:44

6M ago9:44

9:44

Jordan explores the relationship between theory and experience through the lens of a quote he shared on LinkedIn recently. He makes a case for why both elements are essential - theory provides the framework for learning from experience, while testing theories through action leads to true wisdom. Drawing from his reading of "Demand-Side Sales 101" a…

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Preview: The Elements Of Money Show [195] 12:50

6M ago12:50

12:50

Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how …

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Clarify Pain to Unlock Client Action [194] 33:50

6M ago33:50

33:50

Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high. Jordan and Abby explore a framework that includes unc…

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Don't Be Comprehensive [193] 8:08

7M ago8:08

8:08

Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek. Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.…

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Why Orientation Is A Faster Value Proposition [192] 10:13

7M ago10:13

10:13

Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments. Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper…

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Serve More Clients By Focusing On Conversations [191] 26:46

7M ago26:46

26:46

Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction. They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broade…

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Not All Clients Need Financial Planning [190] 10:53

8M ago10:53

10:53

In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuabl…

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The Case For Coaching As A Separate Service [189] 33:24

8M ago33:24

33:24

Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financi…

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Why Value Adds Are Hurting Your Business [188] 9:47

8M ago9:47

9:47

Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn: The im…

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A Modern Service For Modern Clients [187] 7:12

8M ago7:12

7:12

Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per client—may not meet the needs of modern consumers seekin…

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Unlock More Consultations By Killing Complexity [186] 20:43

9M ago20:43

20:43

What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unvei…

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How To Build a 10-Min Data Gathering Process 27:45

9M ago27:45

27:45

In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips t…

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4 Things To Unlock Conversations At Scale [184] 11:04

9M ago11:04

11:04

Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecd…

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8 Places to Apply The Perfect 30-Min Consultation [183] 19:56

9M ago19:56

19:56

Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the …

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How To Structure The Perfect 30-Min Consultation [182] 31:13

9M ago31:13

31:13

Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…

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Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181] 45:38

10M ago45:38

45:38

In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …

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6 Secrets to Killer Client Deliverables (180) 18:55

10M ago18:55

18:55

Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…

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Simplifying Financial Health for Better Advice [179] 35:46

10M ago35:46

35:46

In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…

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Diet & Exercise For Personal Finance [178] 5:47

10M ago5:47

5:47

Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…

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Ditch Projections For Peer Benchmarking [177] 20:37

11M ago20:37

20:37

Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …

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Comparison That Is Actually Good [176] 11:08

11M ago11:08

11:08

Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…

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Manage Your Firm & Clients Incrementally [175] 33:49

11M ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

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Plan For Now, Not The Future [174] 9:49

11M ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

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Using Technology & Team Building to Advance Fuel Management Systems 18:29

12M ago18:29

18:29

Join us for another episode of PetroTalk, where we sit down with Diego Rodriguez, the CTO of SCI Global, for a compelling discussion on innovation and team dynamics in the fuel industry. Diego shares his journey from Colombia to the forefront of technology in the petroleum sector, highlighting his experiences and the vibrant culture that drives his…

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Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

12M ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…