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 Quick Answers to Specific Questions

The consumer ultimately wants is quick answers to their specific question what's the top of mind or have you tell them what they should be doing next. I needed to see a net worth statement and a cash flow summary and a set of values and purpose into one little thing that I could say ask me anything and I can give you an answer. That's why it we ended up where we're at...it all started with just lots of Q&A that I couldn't answer efficiently or effectively.

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