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."

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