Elementality for Financial Advisors | Elements Financial Vitals System™

222: Introducing Elements AI Assessments


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Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments!

You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables.

If you want to attend our webinar introducing this new feature use the link below:

https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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