In the business world, a fresh set of eyes can sometimes help you find motivation to move ahead in a new direction. Elements Consulting works with financial industry professionals. Helping them to refresh their current business strategies and achieve their next level of success.
Founder and Principal
After 15 years as a sales person in the financial industry where practice management was a primary focus, Marc Bucklen Founded Elements Consulting - 2008. As a sales professional he sought out the best practice tools for both advisor and wholesaler and over those 15 years acquired a spectrum of industry knowledge that is proving applicable.
As a sales person he used a combination of consultative selling and coaching to become a consistent performer. Helping Advisors implement core practice and business management construct, which included technology and methodology.
As a consultant to start up funds he was part of the development and creation of distribution process centered on value add and client experience.
Marc and the Elements brand has become known for creating specific process and curriculum for Advisors and Executive teams, bridging the gap between methodology and implementation while identifying and developing the executive skills necessary to further individual success.
The methodology has been applied at some of the top firms in the industry; including Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, John Hancock Mutual Funds, High Tower and others.
Marc holds a BS in Economics from the University of Massachusetts. He lives in Hingham MA with his wife Kelly and son Kai Daniel, who continually inspire his work and passion for human development skiing, surfing and sailing.
Practice Management Director
For over 25 years Jon represented some of the worlds largest asset managers to the financial advisor community. Jon's career was built on bringing advisors actionable ideas of how to be more efficient and effective in the growth of their practice. Working through challenging environments Jon's best practices of engagement and follow up were critical to Jon's success. As a sales manager, mentor and leader among wholesale teams Jon developed a sales process built on the experience of thousands of advisor meetings.
Now as a Practice Management Director for Elements Consulting Jon works with financial advisors and their managers to help them achieve their short and long term goals. Using Elements proven methodology to identify specific themes and opportunities in the practice and set achievable, measurable milestones to be attained. Consistent, open communication and personal understanding of the challenges are the bedrock of Jon's service model.
Jon has deep industry knowledge as a result of his work representing Fidelity, Putnam, Deutsche Bank and Goldman Sachs at the largest advisor firms. He worked closely with advisors and managers at Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, LPL and Ameriprise.
Jon graduated from University of Vermont with a BA in Economics. He now lives with his wife Colleen in Park City,UT where they enjoy the active outdoor lifestyle, ski, mountain bike and hike. They enjoy visits from their three daughters, son-in-laws and grandchildren.
Practice Management Director
Maria Gatto was most recently Senior Practice Management Consultant at UBS Financial Services, a position she held for nearly 12 years. At UBS, she proactively partnered with field leaders in strategic discussions and planning their practice management efforts, which included consulting with their branch managers on becoming even more impactful coaches as well as their advisors and advisory practices on increasing net new assets, running a more effective and efficient practice, leading and building a high-performing team, succession planning, and providing a greater “top-of-mind” client experience.
Maria’s foundation to her success is building trust-based relationships by having her clients’ best interests at heart, clearly understanding what is most important, developing a roadmap to bridge the gap between their current reality and future aspiration, challenging the status quo, engaging them in meaningful actions and proven methodologies, and building a cadence of accountability so they are moving their practice forward.
Prior to UBS, Maria was a Senior National Training Manager with KeyCorp/McDonald Financial Group, for over a decade, whereby she gained extensive experience in leadership, human capital planning, performance consulting, change management, training and development, and instructional design.
Maria holds an undergraduate degree in Business Education, Master of Business Administration, and, a Master of Education all awarded from Cleveland State University, and is also a Certified Value Growth Advisor TM with Corporate Value Metrics.
Maria resides in Boston, Massachusetts. Her mission is to make a positive difference in other’s lives by genuinely being curious, actively listening, and motivating people to take action.