PodcastsRank #14900
Artwork for Elementality for Financial Advisors | Elements of Financial Planning System™

Elementality for Financial Advisors | Elements of Financial Planning System™

InvestingPodcastsBusinessEntrepreneurshipENunited-states
4.8 / 530 ratings
Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning.You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
Top 29.8% by pitch volume (Rank #14900 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
N/A
Episodes
251
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/elementality-for-financial-advisors-elements-of-financial-planning-system
Reply rate: Under 2%

Latest Episodes

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229: Building Your Buyers Journey

Thu Sep 11 2025

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Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the “flip” with new prospect.

Key Metrics

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Pitches sent
22
From PodPitch users
Rank
#14900
Top 29.8% by pitch volume (Rank #14900 of 50,000)
Average rating
4.8
From 30 ratings
Reviews
7
Written reviews (when available)
Publish cadence
N/A
Episode count
251
Data updated
Feb 10, 2026
Social followers
2.6K

Public Snapshot

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Country
United States
Language
English
Language (ISO)
Release cadence
N/A
Latest episode date
Thu Sep 11 2025

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
2.6K
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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4.8 / 530 ratings
Ratings30
Written reviews7

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Frequently Asked Questions About Elementality for Financial Advisors | Elements of Financial Planning System™

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What is Elementality for Financial Advisors | Elements of Financial Planning System™ about?

Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning.You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.

How often does Elementality for Financial Advisors | Elements of Financial Planning System™ publish new episodes?

Elementality for Financial Advisors | Elements of Financial Planning System™ publishes on a variable schedule.

How many listeners does Elementality for Financial Advisors | Elements of Financial Planning System™ get?

PodPitch shows a public audience band (like "Under 4K / month"). Book a demo to unlock exact audience estimates and how we calculate them.

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Which podcasts are similar to Elementality for Financial Advisors | Elements of Financial Planning System™?

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