Elementality for Financial Advisors | Elements Financial Vitals System™

Preview: The Elements Of Money Show [195]


Listen Later

Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework.

Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how to figure out exactly how much liquid cash you need.

Whether you're new to Elements or a long-time user, this client-focused demo reveals how the methodology "acts in the wild" and helps everyday people gain clarity around their finances.

...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

35 ratings