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

Answer the Question

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

The Importance of Open Loops in Financial Planning

Financial planning is really hard to describe it's really cool to experience yes we've never had a way to allow people to answer one of questions just answer a question let them ask a question fill out a scorecard let me give you some thoughts. an open loop is much bigger than the event itself right exactly is just an open loop suddenly gives you lack of confidence in every other part of the system because you know there's one failure point and it's smaller than that its not a big thing to worry about like where's your bank account who caresYes no actually that little failure point now spreads to the whole system because I'm like oh no the whole system's not airtight right the loop's

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