4min chapter

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

How to Build Client Trust With Mike Lecours

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

How Do You Know if You Have a Checklist?

FPF Pathfinder has about a hundred guides right now. We create one to two new guides every month and then we keep them all up to date as the rules change. What we see as being most successful is actually advisors. The first thing they do when they come on is to just start looking through our site, looking for what kinds of guides are out there that could serve a specific need that they see.

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