To register for the workshop go here:

https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the foundation for a successful marketing strategy.

They discuss four questions that every advisor needs to answer:

1. Why am I in business?

2. Who am I serving?

3. What is my audience’s unique pain?

4. How will I solve that problem?

In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.

They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey

If you’re wondering if financial coaching is right for your practice, then this episode is for you!

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.