Elements launches Complimentary Service for Nascent Advisory Firms

Advisors managing up to three clients will gain access to Elements platform, enhancing prospecting capabilities
BusinessWireFebruary 1, 20243 min

Elements, a financial vitals system that helps financial advisors serve clients faster, announced the launch of its complimentary service offering. This initiative aims to further empower registered investment advisors (RIAs) and broker-dealers (BDs), with a focus on those that have fewer than four planning clients as recorded on their Form ADV.

Elementsā€™ innovative financial vitals system streamlines the process of gathering client data, pre-planning, preparing for client interactions, and creating marketing content. This enables advisors to guide more clients toward making well-informed financial decisions in a significantly reduced timeframe. The firm’s latest move exemplifies Elements’ commitment to helping advisors streamline their practices by providing a seamless, state-of-the-art client experience, ensuring that advisors can offer a sophisticated and scalable planning practice from day one.

“During those early days of a financial advisorā€™s career, establishing a strong foundation is crucial, even though acquiring new clients may pose a formidable challenge,” saidĀ Reese Harper, CFP,Ā chief executive officer of Elements. ā€œOur platform is specifically designed to showcase the unique value advisors bring to the table, and we believe it’s essential to arm emerging startups with its powerful tools. By providing our platform free of charge to startup advisors, we’re not just offering a resource; we’re investing in the future of the industry and in the success of tomorrow’s financial leaders. Our commitment goes beyond just business growth ā€“ it’s about fostering a community of well-equipped, confident advisors ready to make a meaningful impact in the lives of their clients.”

Elements enables advisors to rapidly build trust with clients and prospects. Its platform facilitates quick financial assessments using 11 financial vitals, including burn and tax rates, ensuring advisors can present a comprehensive financial picture to their clients. This combination of speed, efficiency, and modernization positions startup advisors for success right from the start.

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