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

Estate Planning - Getting Rid of Your Logo

It could be, in terms of meeting prep, maybe you're just going through a checklist on issues of like, all the issues to look at in an annual client review meeting. So that's what we launched with. That was our initial thesis. And very quickly, advisors came to us and they said, we want to put this stuff in front of our clients. To talk about different planning concepts. Absolutely.

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