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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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
"I'm sorry, Aaron, I didn't mean new. I meant reliable." A year of fights about a car that was never about the car. Carl Richards on Elementality: "The problem is never the problem." buff.ly/cBbw0qM
Exhibit hall's closed at XYPN LIVE 2026. Thanks to XYPN for hosting, and to everyone who stopped by the Elements booth. If you’re one of those, or if you didn’t get the chance to but want to know more about Elements, we’d like to finish that conversation.
"Increases in personal financial salience would lead to increases in the likelihood that individuals would have healthy financial behaviors." Reese Harper and Matt Glazer on Elementality, on why frequency of contact beats the annual review. buff.ly/ZwhDQgv
Three small fixes this month: One Page Plans now resize on narrower windows, the Documents tab stops resetting on refresh, and Estate Status onboarding no longer loops back to Insurance. Small stuff, less friction. buff.ly/uchNuDZ
Jeff Morgan on Elementality: "People can't develop a relationship with anybody unless they're aware that you exist." Awareness first, budget second. Consumer email lists run about $0.10/address, specialized lists $1-3. buff.ly/ucN2RVy
