Elementality for Financial Advisors | Elements Financial Vitals System™

How to Build Client Trust With Mike Lecours


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Uncovering client money worries by asking the right objective questions is never easy. It's why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed. On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.

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

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