Come check out the One-Page Plan! https://hubs.la/Q01D_nD60 #fintech #fintechsolutions #financialadvisor #wealth #wealthmanagement #money #finance #financialplanner #financialplanning
Elements
Financial Services
South Jordan, Utah 1,447 followers
Holistic financial health advice in 10 minutes...instead of 10 Hours.
About us
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
- Website
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https://getelements.com
External link for Elements
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- South Jordan, Utah
- Type
- Privately Held
Locations
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Primary
Get directions
879 W Baxter Dr
South Jordan, Utah 84095, US
Employees at Elements
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Jeff Morgan
Chief Revenue Officer @ Elements | CMO | SaaS, RIA & WealthTech | AI Enhanced Revenue Marketing | RevOps | Demand Gen | Lead Gen
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Tim Streit
Co-Founder and Managing Partner at Grand Ventures
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Reese Harper
CEO - Elements®
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Kate Johanson Bluestein
Marketing and Special Events at Elements
Updates
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We hope you're enjoying a lovely holiday! - The Elements Team #fintech #thankful #Thanksgiving
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Dr estimates the percentage of income that's going towards debt payments. Where do your clients fall? Learn more here: https://hubs.la/Q02ZBncJ0 #fintech #financialadvisor #wealthtech #finance
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Jordan Haines, CFP®, reveals how helping prospects understand their financial situation can spark “aha” moments. Learn why orientation beats advice and how it fosters stronger client connections. Don’t miss this episode packed with fresh strategies! https://hubs.la/Q02ZcCGx0 #ClientExperience #FinancialPlanning #Elementality
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Is your client spending too much? Say goodbye to annoying, time-consuming budgeting. https://hubs.la/Q02Z6j7y0 #fintech #financialadvisor #wealthtech #finance
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You want to: automatically collect prospect financial info, naturally connect with prospects in your sales meetings, & effortlessly show clients their progress beyond just investment returns. We’ve got you: https://hubs.la/Q02YZRST0 #fintech #financialadvisor #wealthtech #finance
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Missed us live? Catch the replay on-demand. Grab it here: https://hubs.la/Q02YPNmV0 #fintech #financialadvisor #wealthtech #finance
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The leading industry insights you need, TLDR version, delivered right to your inbox? Yes, please! Go here to sign up: https://hubs.la/Q02YC34J0 #fintech #financialadvisor #wealthtech #finance
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How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: https://hubs.la/Q02YnFM60 #fintech #financialadvisor #wealthtech #finance
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In this Elementality episode, Carl Richards and Reese Harper discuss why simplifying financial services can help advisors focus on human connection. They explore how reimagining advice delivery can broaden your impact and better serve client needs. Don’t miss these valuable insights! https://hubs.la/Q02YgFcr0 #fintech #financialadvisor #wealthtech #finance
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