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™

CHAPTER

How Do I Refinance My Loans?

"I started by just saying okay i can't just collect data because i told me and ryan did this experiment," he says. "So we started developing some a little like cheap scorecard right of like some basic uh analytics" The software is purpose built for the younger accumulator ninety nine percent of the world, she adds.

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