Beste Elements Technology, Inc podcasts (2024)

1
Improve Your Marketing with a Clear Client Journey Experience with Jake Talbert at SixthDivision 25:43

1h ago25:43

25:43

In this episode, we dive into the importance of a well-defined Client Journey Experience with Jake Talbert, Director of Strategy at Sixth Division. Jake shares his expertise on how businesses can dramatically improve their marketing by creating a clear and compelling Client Journey Experience. At Sixth Division, a company renowned for optimizing cl…

1
Simplifying Financial Health for Better Advice [179] 35:46

4d ago35:46

35:46

In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…

1
Empower Your Employees to Scale Quickly with Carrie Cook at Ignite Funding 22:29

4d ago22:29

22:29

In this episode, we explore the power of leadership to empower your employees with Carrie Cook, the dynamic CEO of Ignite Funding. Carrie shares her proven strategies on how to empower your employees to scale quickly, a key factor that has driven Ignite Funding’s impressive growth and earned them a spot at No. 3433 on the 2023 Inc. 5000 list. At Ig…

1
Nurturing Innovation with Your Employees Clay Alexander at Ember 26:08

7d ago26:08

26:08

In this episode, we dive into the art of nurturing innovation with Clay Alexander, the visionary founder and CEO of Ember. Inc Magazine ranked his company #3198 on the 2023 Inc 5000 list. Clay shares his insights on how fostering a culture of creativity and innovation among your employees can drive business success. At Ember, known for its groundbr…

1
Diet & Exercise For Personal Finance [178] 5:47

11d ago5:47

5:47

Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…

1
Improving Sales Performance with AI with Michael Latch and Gregg Murphy at Patter AI 28:04

11d ago28:04

28:04

In this episode, we explore the cutting-edge strategies for improving sales performance with AI with Mike Latch and Gregg Murphy from Patter AI. Mike Latch, CEO, and Gregg Murphy, COO, of Patter AI, share their expertise on how AI technology is transforming sales operations. Learn how Patter AI, a leader in AI-driven sales performance solutions, is…

1
Growing Your Company with an A-Player Only Mentality with Dean Leavitt at Boost Payment Solutions 23:52

14d ago23:52

23:52

In this episode, we explore the concept of Growing your Company with an A-player Only mentality with Dean Leavitt, CEO of Boost Payment Solutions. Boost Payment Solutions, listed as No. 4373 on the 2023 Inc. 5000 list, is a leading provider of payment optimization and electronic payments services. Dean shares his approach to fostering an "A-player …

1
Ditch Projections For Peer Benchmarking [177] 20:37

18d ago20:37

20:37

Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …

1
Hiring Good People with Rathna Sharad at FlavorCloud 24:19

18d ago24:19

24:19

In this episode, we delve into the strategies for Attracting High Performing People with Rathna Sharad, CEO of FlavorCloud. FlavorCloud, listed as No. 627 on the 2023 Inc. 5000 list, is a global cross-border shipping platform that simplifies international logistics for e-commerce businesses. Rathna shares her insights on Attracting High Performing …

1
Attracting High Performing People with Phil Ogilby at STACK Construction Technologies 22:02

21d ago22:02

22:02

In this episode, we explore the strategies for Attracting High Performing People with Phil Ogilby, CEO of STACK Construction Technologies. STACK Construction Technologies, ranked No. 2525 on the 2023 Inc. 5000 list, is a leading provider of cloud-based construction takeoff and estimating software. Phil shares his expertise on Attracting High Perfor…

1
Comparison That Is Actually Good [176] 11:08

25d ago11:08

11:08

Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…

1
Finding the Right People with Right Skills with Tim Mages at Expansion Capital Group 27:42

25d ago27:42

27:42

In this episode, we delve into the art of "Finding the Right People with Right Skills" with Tim Mages, CSO of Expansion Capital Group. Expansion Capital Group, ranked No. 4651 on the 2023 Inc. 5000 list, specializes in providing flexible funding solutions for small businesses across the United States. Tim shares his invaluable insights on how to id…

1
Understanding Your Culture to Transform It with Mike Agugliaro at FuDogGroup 24:16

28d ago24:16

24:16

In this episode, we explore the critical topic of "Understanding Your Culture" with Mike Agugliaro, co-founder of FuDogGroup. FuDogGroup specializes in empowering individuals and organizations to achieve their fullest potential through transformative cultural shifts. Mike shares his expert insights on why Understanding Your Culture is essential for…

1
Manage Your Firm & Clients Incrementally [175] 33:49

1M ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

1
Leaders Must Think Differently with Jaime Taets at Keystone Group International 21:03

1M ago21:03

21:03

In this episode, we delve into the concept that Leaders Must Think Differently with Jaime Taets, CEO of Keystone Group International. Keystone Group International is a premier consulting firm specializing in leadership development and organizational transformation. Jaime shares her insights on why it’s essential for leaders to adopt innovative thin…

1
Hiring for Entrepreneurial Spirit to Drive Predictable Growth with Jim Berlin at Logistics Plus 21:45

1M ago21:45

21:45

In this episode, we explore the concept of "Hiring for Entrepreneurial Spirit" with Jim Berlin, Founder and CEO of Logistics Plus, ranked No. 4824 on the 2023 Inc. 5000 list. Logistics Plus is a leading provider of transportation, warehousing, global logistics, and supply chain solutions. Jim shares his insights on how hiring individuals with an en…

1
Plan For Now, Not The Future [174] 9:49

1M ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

1
Leading a Sales Team with Paul Butterfield at Revenue Flywheel Group 22:38

1M ago22:38

22:38

In this episode, we delve into the art of Leading a Sales Team with Paul Butterfield the Founder and CEO of Revenue Flywheel Group. Paul shares his extensive experience and proven strategies for effectively leading a Sales Team to achieve outstanding results. Discover the key elements that contribute to a successful sales team and how to implement …

1
Interview with the Author of "The Structure of Success" with Patrick Esposito 19:50

1M ago19:50

19:50

In this episode, we interview Patrick Esposito, the author of The Structure of Success. Patrick shares his insights on how understanding the structure of success can transform both personal and professional growth. Discover the key elements that make up the structure of success and how you can apply them to achieve your goals. Patrick's expertise p…

1
Using Technology & Team Building to Advance Fuel Management Systems 18:29

1M ago18:29

18:29

Join us for another episode of PetroTalk, where we sit down with Diego Rodriguez, the CTO of SCI Global, for a compelling discussion on innovation and team dynamics in the fuel industry. Diego shares his journey from Colombia to the forefront of technology in the petroleum sector, highlighting his experiences and the vibrant culture that drives his…

1
Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

2M ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

1
The Power of Being Authentic for Business Growth with Nick Shaw at RP Strength 22:46

2M ago22:46

22:46

In this episode, we dive deep into the power of Being Authentic for business growth with Nick Shaw, co-founder of RP Strength. Nick shares his journey and the vital role Being Authentic has played in building a successful fitness empire. Learn how authenticity in leadership, branding, and customer interactions can drive incredible results. Nick's i…

1
Interview with the Author of "Marketing Built By Love" 22:57

2M ago22:57

22:57

In this episode, we sit down with Daniel Bussius, the acclaimed author of "Marketing Built By Love." Daniel shares his unique insights and strategies from his book, emphasizing the transformative power of "marketing built by love." Discover how a compassionate and customer-centric approach can revolutionize your marketing efforts and drive unparall…

1
Revolutionizing Fuel Management with SCI Global 13:40

2M ago13:40

13:40

Welcome back to PetroTalk, presented by SCI Global. Join us as we sit down with Jeremiah, the Product Development Manager at AFD, who shares his journey from being an electrician to revolutionizing fuel management systems. In this episode, Jeremiah discusses his transition into the petroleum industry and his pivotal role in integrating cutting-edge…

1
Don't Miss Your Client's Emotional Threads [172] 9:15

2M ago9:15

9:15

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …

1
Being a Different Kind of Leader with Sanjjeev Singh at ASAR Digital 22:05

2M ago22:05

22:05

In this episode, we explore what it means to be a "Different Kind of Leader" with Singh Sanjjeev, CEO of ASAR Digital, a company that ranked 1560 on the 2023 Inc. 5000 list. ASAR Digital, formerly known as ASAR AMERICA, is renowned for its innovative digital solutions and impressive growth. Singh shares his unique leadership approach and how it has…

1
Hiring an SEO Agency with Author of Honest SEO, Jason Hennessey 21:56

2M ago21:56

21:56

In this episode, we dive deep into the essentials of hiring an SEO agency with Jason Hennessey, the author of "Honest SEO." Jason shares his expert insights on what to look for and avoid when hiring an SEO agency to ensure your business gets the best results. Discover the key questions to ask and the red flags to watch out for in the process of hir…

1
AI Assisted Fuel Management System 13:53

2M ago13:53

13:53

Tune into PetroTalk, hosted by SCI Global, as we welcome back Dale Reimer to delve deeper into the transformative impact of AI and BI on fuel management systems. This episode explores the integration and benefits of these technologies within AFD's operations, providing a compelling view of the future of fuel distribution. Discover how AFD uses AI t…

1
Focus Only On Foundational Behaviors w/ Joshua Humada [171] 23:51

2M ago23:51

23:51

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…

1
Leading Excellence with Your Teams with John Signa at E78 Partners 20:53

2M ago20:53

20:53

In this episode, we delve into the principles of "Leading Excellence" with John Signa, CEO of E78 Partners, a leading consulting firm ranked No. 400 on the 2023 Inc. 5000 list for its exceptional performance and significant revenue growth. John shares his strategies and insights on how to inspire and guide your teams towards achieving outstanding p…

1
Interview with the Author of "The Rising Leader Handbook" that Want to Get Promoted with Mark Silverman 22:04

2M ago22:04

22:04

In this episode, we sit down with Mark Silverman, the author of "The Rising Leader Handbook," to explore the journey of ambitious professionals aiming to get promoted. Silverman shares key insights from his book, offering practical strategies and tools for becoming a Rising Leader in any organization. We discuss the essential qualities and actions …

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