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How do you monitor and communicate the progress your clients are making? In this episode you'll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.
By Jordan Haines, CFP®4.8
3535 ratings
How do you monitor and communicate the progress your clients are making? In this episode you'll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.