
Sign up to save your podcasts
Or
“Holistic.” “Comprehensive.” As an advisor you know these words are used … a lot. Have they been so overused as to render them meaningless? On this Elementality, Reese and Carl look at why explaining that planning is “holistic” or “comprehensive” is crucial to defining what you do—and how the Elements scorecard helps clients visualize what those terms mean.
4.8
3434 ratings
“Holistic.” “Comprehensive.” As an advisor you know these words are used … a lot. Have they been so overused as to render them meaningless? On this Elementality, Reese and Carl look at why explaining that planning is “holistic” or “comprehensive” is crucial to defining what you do—and how the Elements scorecard helps clients visualize what those terms mean.
1,715 Listeners
142 Listeners
926 Listeners
273 Listeners
2,002 Listeners
1,016 Listeners
454 Listeners
2,068 Listeners
877 Listeners
239 Listeners
108 Listeners
125 Listeners
749 Listeners
15 Listeners
18 Listeners