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Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced …
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By Rebecca Hourihan
5
33 ratings
Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with, that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced …
Read More Read More
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