Elementality for Financial Advisors | Elements Financial Vitals System™ The Cost and Complexity Problem With Planning
Sep 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
The Problem Is That Traditional Financial Planning Service Is Too Time Consuming
02:29 • 3min
How Much Time Does It Take to Create a Business Plan?
05:42 • 2min
The Elements Financial Monitoring System Is Revolutionizing How You Attract Onboard and Deliver Ongoing Advice
07:55 • 2min
Why Is It a Problem?
09:41 • 4min
How Do I Refinance My Loans?
13:13 • 3min
The Scorecard Is Not Purpose Built for the Low Market
16:22 • 2min
Using a Scorecard to Make a Financial Decision
17:54 • 2min
The Financial Planning Industry Is a Sunk Cost Problem
19:37 • 3min