Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients

from Modern Financial Advisor · host finservMarketing

Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice. Reese explains that vital signs are objective scores that measure various aspects of a client's financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors can provide personalized advice and help clients make informed decisions about their finances. Resources Mentioned In This Episode: Elementality Podcast - With Reese Harper and Carl RichardsDentist Advisors - This is Reese's RIA which influenced his founding of Elements Chapters 00:00 Introduction and Overview 02:56 The Concept of Vital Signs 10:05 Improving Financial Behaviors with Vital Signs 28:31 Using Vital Signs in a Niche Market 35:23 The Birth of Elements and the Importance of Vital Signs 41:06 Accelerating Client Onboarding with Elements

NOW PLAYING

0:00 45:47

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

The Field 38 Glory to God!

Mar 3, 2026 ·44m

The Field 37 Weakened Christianity

Feb 21, 2026 ·30m

The Field 36 The Conversation Continues

Dec 17, 2025 ·30m

The Field 35 Conversation between a Monk and Layman

Dec 11, 2025 ·26m

The Field 34 The Cup of Christ!

Dec 11, 2025 ·29m

Episode 31 Chapter 27 Rule for Laypeople

Dec 11, 2025 ·33m

Similar Podcasts

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! Modern Day Modern Day Weekly convos between Emma Lembke and Jules Terpak The Field Priest Methodius Chwastek The Field is a place of cultivation and of battle. In the Church, we learn to cultivate a life pleasing to God. This life is shaped in the spiritual battle. This series examines, chapter by chapter, the Christian classic The Field, by Saint Ignatius Brianchaninov. Please join me as I explain this great work in terms the modern Orthodox Christian can understand. Powering the Middle TJ Wilde The podcast that celebrates the backbone of America, our middle class and small businesses. We dive into the challenges that harm consumers. Threaten businesses and undermine our economy. How do we blend timeless values and traditions with modern technology to secure a brighter future? Come explore how middle class values and small businesses can keep driving the economy, creating jobs, and offering the American dream

Frequently Asked Questions

How long is this episode of Modern Financial Advisor?

This episode is 45 minutes long.

When was this Modern Financial Advisor episode published?

This episode was published on May 1, 2024.

What is this episode about?

Can I download this Modern Financial Advisor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!