Elementality for Financial Advisors | Elements Financial Vitals System™ Answer the Question
May 2, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
How to Engage at the Level of the Question
02:38 • 2min
How to Answer Tough Questions Quickly and Insightfully
04:13 • 4min
The Importance of Quick Answers to Specific Questions
08:04 • 2min
The Future of Financial Planning
09:53 • 2min
The Importance of Open Loops in Financial Planning
11:30 • 2min