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

The Cost and Complexity Problem With Planning

Elementality for Financial Advisors | Elements Financial Vitals System™

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The Scorecard Is Not Purpose Built for the Low Market

elements is doing all kinds of creative stuff right now that is going to be coming out for the next six months to improve our onboarding flows with like really motivating gamification. We're going to gamify this engagement with the end client so that they take a little bit more responsibility under the data collection and data gathering and data and data maintenance i'm thinking of a world where there's a badge and you're the complete client badge  i have eliminated like 30 hours a year of cost there's all these other side benefits it helps the client yes but i've eliminated analysis something we'll talk about soon.

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