2min chapter

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

Elements in Action with Ben Stewart

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode