The Cost and Complexity Problem With Planning
Elementality for Financial Advisors | Elements Financial Vitals System™
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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.
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