Elementality for Financial Advisors | Elements Financial Vitals System™

How to Build Client Trust With Mike Lecours

Feb 7, 2023

30:22

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Highlights

AI Chapters

Episode notes

Elements Financial Monitoring System - How to Scale Your Business Far Beyond Traditional Limits

01:34

Creating a Checklist

02:05

Securact 2.0

03:18

Introduction

2min

Epi Pathfinder - What's It All About?

2min

Is FP PathFinder a Tool Advisors Would Find Helpful?

2min

Estate Planning - Getting Rid of Your Logo

2min

How to Use a Flow Chart to Help You Make a Good Decision

2min

Do I Need an Advisor to Decipher the Planning Issues?

2min

How Do You Know if You Have a Checklist?

4min

Elements Financial Monitoring System - How to Scale Your Business Far Beyond Traditional Limits

2min

Securact 2.0

3min

10.

Creating a Checklist

2min

11.

What's Included With Our Checklists?

3min

12.

Having Checklists and Flow Charts Will Help You Communicate Better

2min

13.

What's Next for SP Pathfinder?

2min

14.

Elementality - A New Approach to Financial Planning

2min

Uncovering client money worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed. On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.