Elementality for Financial Advisors | Elements Financial Vitals System™ Elements in Action with Ben Stewart
Sep 12, 2023
Ben Stewart, a successful advisor, shares his experience using Elements to grow his firm. Topics include using Elements for data aggregation and client information gathering, lead generation strategies, and competition with Vanguard.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Using Elements of Financial Planning System™ in Real Practice
01:39 • 2min
Client Demographics, Market Opportunities, and Utilizing Elements
03:11 • 2min
Using Elements for Data Aggregation and Streamlining Client Information
05:27 • 15min
Lead Generation Strategies and the Benefits of Using Software
20:12 • 2min
Reflections on the Elements Financial Planning System and Competition with Vanguard
22:23 • 2min