Elementality for Financial Advisors | Elements Financial Vitals System™

About Elementality for Financial Advisors | Elements Financial Vitals System™

Elementality is a podcast for financial advisors who want to deliver real financial planning without the complexity. Hosted by Wade Anderson, each episode breaks down how to use the Elements framework to measure a client's financial health, guide better conversations, and turn planning into an ongoing relationship rather than a one-time report. Practical, straight to the point, and built for advisors who want to grow their practice and better serve their clients.

Publisher

Wade Anderson

Category

business · business

Language

en

Explicit

No

First episode

2 Jul 2020

Latest episode

11 Sept 2025

Latest episodes

274 episodes in the feed.

1. 

   11 Sept 2025

   229: Building Your Buyers Journey

   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.

2. 

   4 Sept 2025

   The Three Stages of RIA Growth

   Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.

3. 

   28 Aug 2025

   Why You Need Organizational Clarity

   Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.

Who has been a guest on Elementality for Financial Advisors | Elements Financial Vitals System™

Names identified in recent episode analyses. Showing up to five guests.

• Jordan VanDerveer
• Thomas Meek
• Abby Morton
• Brandon Galici
• Reese Harper

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

35 ratings

Spotify

4.9 / 5

10 ratings

Podcast Authority Score: 66 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

97

Social presence

0

YouTube

0

Engagement

90

Contact Elementality for Financial Advisors | Elements Financial Vitals System™

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.