The same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When fees have nowhere to hide, the sales cycle can take longer; when planning is process-driven, the costs of staffing and technology go up; and when commissions take a back seat to the client’s best interest, an advisor’s time comes at a premium. In order for the world to embrace the habits of holistic financial health, costs will have to come down. In this episode of Elementality, Reese Harper brings in Justin Copier, Managing Director of Dentist Advisors, to talk about recent changes to the firm’s organizational structure which set the stage for a more cost-effective approach to planning through shared resources.
Elementality for Financial Advisors | Elements Financial Vitals System™