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

Elements in Action with Ben Stewart

Elementality for Financial Advisors | Elements Financial Vitals System™

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Client Demographics, Market Opportunities, and Utilizing Elements

The chapter explores the demographics of the client base, focusing on the over 60 age group and serving baby boomers and accredited investors. The speaker expresses excitement about market opportunities and offers strategies to uncover clients with significant savings and offer them competitive yields.

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