Elementality for Financial Advisors | Elements Financial Vitals System™

Diagnosing Financial Health Using Elements with Billy Zerillo


Listen Later

Managing wealth has often been compared to managing health. You have honest conversations about priorities, share personal information, and come up with a diagnosis to help reach your goals. And it is all about numbers. On this Elementality, Billy Zerillo, of TerraWeath, explains how Elements helps him as a diagnostics tool for checking a client’s financial health.

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

34 ratings


More shows like Elementality for Financial Advisors | Elements Financial Vitals System™

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,743 Listeners

Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

281 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,984 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,012 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,049 Listeners

The Long View by Morningstar

The Long View

883 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

715 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

16 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners