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Elementality for Financial Advisors | Elements Financial Vitals System™
The Case for and Against Financial Projections
Feb 15, 2022
20:30
Asset management software was created for an industry focused on product sales. Is technology keeping pace now the value prop is changing?
On this episode of the Elementality podcast, Reese and Matt discuss why traditional planning software is good at projections, but why something new is also needed to provide indicators for ongoing financial health.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode