Elementality for Financial Advisors | Elements Financial Vitals System™

Answer the Question

May 2, 2023

13:31

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Episode notes

Introduction

3min

How to Engage at the Level of the Question

2min

How to Answer Tough Questions Quickly and Insightfully

4min

The Importance of Quick Answers to Specific Questions

2min

The Future of Financial Planning

2min

The Importance of Open Loops in Financial Planning

2min

Financial planning can be hard to describe, but people love it when they experience it. So how can you speed things up and provide prospective clients fast, insightful answers that give them a taste of what planning can do? On this Elementality, Reese and Carl explain how using Elements as an assessment tool allows you to quickly gauge a person’s financial status.

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