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Join the Elements team 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.
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PetroTalk

SCI Global Inc.

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Welcome to PetroTalk, the premier podcast where the fuel industry's future gets discussed today. Hosted by Ori Ezra of SCI Global, each episode of PetroTalk features in-depth conversations with top professionals from the petroleum sector, uncovering the latest trends, technologies, and insights that are driving the industry forward. From discussing the integration of advanced technologies and agile software methodologies, to product development leaders sharing stories of innovation and perso ...
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show series
 
Enjoy this special encore episode, where we are joined by a High Performance Computing Systems Administrator at Brigham Young University. Billy Wilson tells his cybersecurity career story translating language skills to technical skills. According to Billy's employer, moving to a technical position at his alma mater occurred because Billy showed thi…
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What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unvei…
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Enjoy this encore episode where we are joined by Co-founder and socio-technical lead at Cygenta, Dr. Jessica Barker, as she shares her story from childhood career aspirations of becoming a farmer to her accidental pivot to working in cybersecurity. With a PhD in civic design, Jessica looked at the creation of social and civic places until she was a…
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In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips t…
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Enjoy this encore episode where we are joined by the Chief strategy officer and chief security officer for Netskope, Jason Clark, shares his journey as he challenges the status quo and works to expand diversity in cybersecurity. Jason started his career by breaking the mold and heading to the Air Force rather than his family legacy of Army service.…
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Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecd…
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Enjoy this special encore episode, where we are jjoined by Founder and CEO of nonprofit Bits N' Bytes Cybersecurity Education and undergraduate student at Stanford University, Kyla Guru shares her journey from GenCyber Camp to becoming a cybersecurity thought leader. Seeing the need. for cybersecurity education in her own community spurred Kyla int…
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Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the …
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Enjoy this encore of Carerr Notes, where the Program Director for Public Policy and External Affairs at the University of Maryland's Center for Health and Homeland Security Ben Yelin shares his journey from political junkie to Fourth Amendment specialist. Several significant life defining political developments like the disputed 2000 election, 9/11…
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Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…
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Enjoy this special encore episode where we are joined by, Microsoft's Corporate Vice President of Cybersecurity Business Development Ann Johnson brings us on her career journey from aspiring lawyer to cybersecurity executive. After pivoting from studying law, Ann started working with computers and found she had a deep technical aptitude for technol…
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Enjoy this encore episode with Vice President of Security and Support Operations of Alert Logic Tom Gorup shares how his career path led him from tactics learned in Army infantry using machine guns and claymores to cybersecurity replacing the artillery with antivirus and firewalls. Tom built a security automation solution called the Grunt (in recol…
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In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …
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Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…
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Enjoy this special encore episode, where we are joined by Vice President of Global Systems Engineering Ellen Sundra and she shares her career path from life as a college grad who found her niche by creating a training program to a leader in cybersecurity. She realized that training and educating people was her passion. Ellen sees her value in provi…
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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…
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Enjoy this special encore with CEO and co-founder of Dragos Robert Lee, as he talks about how he came to cybersecurity through industrial control systems. Growing up with parents in the Air Force, Robert's father tried to steer him away from military service. Still Rob chose to attend the Air Force Academy where he had greater exposure to computers…
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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…
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Computational Social Scientist Andrea Little Limbago shares her journey as a social scientist in cybersecurity. Andrea laments that she wishes she'd known there is no straight line between what you think you want to do and then where you end up going. Beginning her career in international relations and courted by the Department of Defense's Joint W…
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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 …
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Director of Cyber Security Insights at Verve Industrial aka self-proclaimed industrial cybersecurity geek Ron Brash shares his journey through the industrial cybersecurity space. From taking his parents 286s and 386s to task to working for the "OG of industrial cybersecurity," Ron has pushed limits. Starting off in technical testing, racing through…
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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…
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Cybersecurity attorney Camille Stewart shares how her childhood affinity for making contracts pointed to her eventual career as an attorney. Having a computer scientist father contributed to Camille's technical acumen and desire to include technology in her life's work. Camille has worked various facets of cybersecurity law from the private sector,…
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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…
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Founder and CEO of Immersive Labs James Hadley takes us through his career path from university to cybersecurity startup. James tells us about his first computer and how he liked to push it to its limits and then some. He joined GCHQ after college and consulted across government departments. Teaching in GCHQ's cyber summer school was where James fe…
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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…
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Americas Security R&D Lead for Accenture Malek Ben Salem shares how she pivoted from her love of math and background in electrical engineering to a career in cybersecurity R&D. Malek talks about her interest in astrophysics as a young girl, and how her affinity for math and taking on challenges lead her to a degree in electrical engineering. She gr…
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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…
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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…
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CEO and consultant Richard Clarke took his inspiration from President John F Kennedy and turned it into the first cybersecurity position in federal government. Determined to help change the mindset of war, Richard went to work for the Department of Defense at the Pentagon following college during the Vietnam War. From Assistant Secretary of the Sta…
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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…
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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 …
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Communications consultant and podcaster Carole Theriault always loved radio and through her career dabbled in many areas .She landed in a communications and podcasting role where she helps technical firms create audio and digital content. In fact, Carole is the CyberWire's UK Correspondent. She says cybersecurity is good place to go because of the …
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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…
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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…
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Associate Professor of Computer Information Systems at the University of Tulsa Sal Aurigemma shares how his interest in how things worked shaped his career path in nuclear power and computers, Being introduced to computers in high school and learning about the Chernobyl event led Sal to study nuclear engineering followed by time in the Navy as a su…
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Dive into another episode of PetroTalk, hosted by SCI Global, featuring Dale Reimer, President of AFD (Advanced Fuel Distribution). Join us as Dale shares the intriguing journey of AFD from its humble beginnings to becoming a leading solutions provider in industrial fuel distribution across Western Canada and Alaska. In this episode, Dale discusses…
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Welcome to PetroTalk, brought to you by SCI Global. In this insightful session, we're joined by Diego Rodriguez, CTO of SCI Global, who dives deep into the operational efficiencies of fuel management with the revolutionary Level Shield system. Discover how Level Shield, an advanced fuel level monitoring system, not only minimizes human error but al…
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Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…
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Join us for another engaging episode of PetroTalk, brought to you by SCI Global. In this session, host Ori Ezra welcomes back Diego Rodriguez, CTO with over 13 years at NCI, to delve deeper into the technological advancements and efficiencies in fuel management systems. Episode Highlights: Advanced Fuel Management: Explore the critical role of fuel…
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Senior VP of Cyber Operations at KnowBe4, Rosa Smothers, talks about her career as an early cybersecurity professional in what she describes as the Wild, Wild West to her path through government intelligence work. Rosa shares how she always knew she wanted to be involved with computers and how being a big Star Trek nerd and fan particularly of Spoc…
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In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…
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Investigative journalist and author Geoff White talks about tracing a line through the dots of his career covering technology. Geoff shares that he has always been "quite geeky," but came to covering technology after several roles in the journalism industry. Newspapers, magazines and television were all media Geoff worked in before covering technol…
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Welcome to the inaugural episode of PetroTalk, where we dive into the critical topic of fuel management systems. Hosted by Ori Ezra, this episode features expert insights from Tal Ezra, CEO of SCI Global, and Diego Rodriguez, CTO of SCI Global, exploring the essentials of effective fuel management and the impact of technological advancements on the…
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To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…
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Commandant for the National Security Agency's National Cryptologic School Diane M. Janosek shares the story of her career going global Diane explains how she's always been drawn to doing things that could help and raise the nation. From a position as a law clerk during law school, to the role of a judicial clerk, and joining the White House Counsel…
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In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, speci…
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Director of security operations at Syntax Richard Torres talks about his path leading him working in juvenile justice to becoming a private investigator to physical security at a nuclear power plant to cybersecurity presently. Always a fan of police shows, Richard became a member of the Air Force Junior ROTC in high school and began his path there.…
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In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.…
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Cyber Initiative and Special Projects Fellow at the Hewlett Foundation Monica Ruiz shares her career development from aspirations of being a weather woman to her current role as a grantmaker and connector in cybersecurity. Monica discusses how her international study experience changed her outlook and brought her to the field of security. She share…
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