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

Do I Need an Advisor to Decipher the Planning Issues?

You need an advisor to help you decipher this complex, you know, industry and all the nuances that come in. Our job is just to make sure that we uncover all of those planning issues. Is it creating a state plan or like or updating your estate plan or do you just need to update your beneficiaries? It often is a social and a shelf and collects that's not Advisor to help you like take those action steps and move things forward.

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