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

Elementality for Financial Advisors | Elements Financial Vitals System™

Simplifying Financial Health for Better Advice [179]

Aug 22, 2024
35:46

In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. 

They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building models for people in their accumulation years, and the inadequacy of current financial technology. The conversation highlights the importance of building liquidity, overcoming fear-driven financial decisions, providing tailored advice early in one's career, and leveraging client-centric technology.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner