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

Creating a Checklist

A lot of it comes through member feedback, we're asking how people like the guides. We have a mechanism where advisors can vote on the new guides that they want to see developed. And so you can write in your suggestion and then other advisors can vote them up. The final checklist that comes out is really been vetted and like audited by multiple different people.

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