Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Getting to the Heart of What Really Matters with Ryan Kilkenny

Oct 25, 2022
37:29

“What does money mean to you?” It’s a great question to ask as you help clients begin to express their values. But to get to the heart of what really matters to them about money takes more time and patience.  On this Elementality, Carl interviews Elements client Ryan Kilkenny of Atomic Planning, who explains how he gets clients to open up.

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