Elementality for Financial Advisors | Elements Financial Vitals System™ How to Build Client Trust With Mike Lecours
Feb 7, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Epi Pathfinder - What's It All About?
01:34 • 2min
Is FP PathFinder a Tool Advisors Would Find Helpful?
03:38 • 2min
Estate Planning - Getting Rid of Your Logo
05:56 • 2min
How to Use a Flow Chart to Help You Make a Good Decision
07:48 • 2min
Do I Need an Advisor to Decipher the Planning Issues?
09:51 • 2min
How Do You Know if You Have a Checklist?
11:30 • 4min
Elements Financial Monitoring System - How to Scale Your Business Far Beyond Traditional Limits
15:53 • 2min
Securact 2.0
17:27 • 3min
Creating a Checklist
20:44 • 2min
What's Included With Our Checklists?
22:49 • 3min
Having Checklists and Flow Charts Will Help You Communicate Better
25:23 • 2min
What's Next for SP Pathfinder?
27:16 • 2min
Elementality - A New Approach to Financial Planning
29:10 • 2min