Using elements to uncover client assets and offer competitive yields

One key insight from the podcast is the importance of using elements, a data aggregation program, to identify client assets and offer competitive yields. By analyzing clients' bank accounts and financial information, advisors can proactively reach out to clients and present investment opportunities that provide higher returns than traditional banking options. For example, the podcast mentioned the ability to offer yield options to clients with large amounts of money sitting in banks. This approach can be beneficial for both the advisor and the client, as it allows for increased profitability and improved asset allocation.