2min chapter

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

Using a Scorecard to Make a Financial Decision

A scorecard is a set of financial vitals that will interactively allow me to make critical decisions and answer a question i can wrap that up in a beautiful package called a scorecard. "There's a customer out there who just wants their question answered they want you to do the third step in that four step flow which is decide for me," he says.

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