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

Answer the Question

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

How to Engage at the Level of the Question

In 25 years, I've never been asked for a financial plan. The simple answer to your question is that they want answers. Being able to engage at the level of the question has always been a challenge. We think people want financial plans. Nobody does.

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