Elementality for Financial Advisors | Elements Financial Vitals System™

Don’t Overlook This Unique Prospecting Opportunity


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Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guidance. On this episode of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. 

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

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