AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
How to Build Client Trust With Mike Lecours
Elementality for Financial Advisors | Elements Financial Vitals System™
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode