4min 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

Why Is It a Problem?

"I just simply can't serve very many people yeah right and that's the reason many of us got in this business speaking broadly yeah was to serve people and i can't even serve," he says. "Sadly it even starts with your immediate family you can't even really service your immediate family so that's the problem from an industry perspective  It takes a lot of time therefore i've got to move up up market and and if i don't move up market then i will dieYeah that's why we see this attrition rate."

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