Elementality for Financial Advisors | Elements Financial Vitals System™

The Cost and Complexity Problem With Planning

Sep 27, 2022

21:46

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Highlights

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Episode notes

How Much Time Does It Take to Create a Business Plan?

02:13

The Problem Is That Traditional Financial Planning Service Is Too Time Consuming

03:13

How Do I Refinance My Loans?

03:09

Introduction

2min

The Problem Is That Traditional Financial Planning Service Is Too Time Consuming

3min

How Much Time Does It Take to Create a Business Plan?

2min

The Elements Financial Monitoring System Is Revolutionizing How You Attract Onboard and Deliver Ongoing Advice

2min

Why Is It a Problem?

4min

How Do I Refinance My Loans?

3min

The Scorecard Is Not Purpose Built for the Low Market

2min

Using a Scorecard to Make a Financial Decision

2min

The Financial Planning Industry Is a Sunk Cost Problem

3min

The job we do as advisors is complex … and costly. We gather data, analyze it, and we make various decisions while working through the process. We then help clients act on our recommendations. And it takes a lot of time.

On this episode of Elementality, Reese and Carl explain why this cost/complexity problem prevents us from reaching out to more people.

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