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

Introduction

Michael LeCore is the co-founder of Epi Pathfinder, a service calendar for advisors. He and Michael Kitzis want to help advisors have a better system and process. They talk about how modular planning allows them to break up their work into chunks throughout the year.

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