{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/65a68c7393eeaa0016bb84cb?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Elements Revisited with Reese Harper | E309","description":"<p>Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and accessibility in wealth management.</p><p><br></p><p>Episode Highlights:</p><ul><li>01:10: Reese transitions to discussing Elements, introducing it as a platform for faster and simpler financial vital signs. He also describes Elements as providing diagnostic reports for present-day financial health, comparing it to medical diagnostics.</li><li>06:01: Reese refers to the Hippocratic Oath and avoiding unnecessary costs, discussing the difficulty in providing low-cost solutions for meaningful conversations. He also highlights the importance of not forcing clients to incur costs that aren't truly transformational for their stage of wealth.</li><li>11:45: Jason acknowledges the value of addressing fundamental financial problems before delving into long-term planning.</li><li>17:36: Reese introduces \"Elements Money\" as a nurture campaign, aiming to circulate personalized material tailored to each client's financial elements.</li><li>23:58: Reese recounts a client's journey to building liquidity, demonstrating the effectiveness of personalized financial planning through \"Elements Money.\"</li><li>31:13: Reese narrows down the idea of giving back to one hour a week, suggesting an industry-wide commitment. He also notes the biggest challenge for Elements has been introducing a new category in an industry resistant to change.</li><li>32:59: Jason asks Reese about the excitement that keeps him motivated, with Reese expressing joy in continuous learning and the pursuit of meaning in his work.</li></ul><p><br></p><p>Key Points:</p><ol><li>Elements serves as a platform for assessing financial vitals, offering a quick and accessible way to analyse a client's current financial situation.</li><li>Financial vitals, unlike traditional planning, address the present needs and concerns of clients, providing insights that complement the future-oriented approach of financial planning.</li><li>Reese emphasizes the challenge in convincing clients, especially those with lower wealth levels, of the value of financial planning. Elements aims to bridge this gap by facilitating meaningful conversations at a lower cost.</li></ol><p><br></p><p>Tweetable Quotes:</p><ul><li>\"Financial vitals are the pulse of your wealth, offering a real-time diagnosis, while financial planning paints the visionary picture of where your finances can journey in the long run. Both are essential for a holistic financial strategy.”</li><li>“Elements provides a simpler, faster set of financial vital signs that can be understood and acted upon by anyone, regardless of wealth level.”</li><li>\"Championing a shift in the industry, Reese Harper highlights the need for professionals to offer low-cost, meaningful conversations. Elements provides a solution, empowering individuals to engage in transformative financial discussions without hefty fees.”</li></ul><p><br></p><p>Resource Mentioned:</p><ul><li><a href=\"https://www.facebook.com/jason.pereira\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook</a>&nbsp;– Jason Pereira's Facebook</li><li><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a>&nbsp;– Jason Pereira's LinkedIn</li><li><a href=\"https://www.woodgate.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Woodgate.com</a>&nbsp;– Sponsor</li><li><a href=\"https://www.advisersoftware.com/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.advisersoftware.com/</a></li><li><a href=\"https://barevalue.com/podcast-editing\" rel=\"noopener noreferrer\" target=\"_blank\">Podcast Editing</a></li></ul><p><br></p>","author_name":"Jason Pereira"}