Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

How to Build Client Trust With Mike Lecours

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

Securact 2.0

We go through each guide with our own internal checklists to make sure what planning issues that are getting rolled out are actually affected by this guide. And then there's an audit process that happens where we're just combing through looking for is everything up to date? Did we miss something? Then we also take in member feedback quite a bit. What are the questions that we should be asking that we didn't ask? Which ones should be rephrased to make them make it clearer or better? And we log those and then we just go through those and we update them at the same time.

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