Elementality for Financial Advisors | Elements Financial Vitals System™

Talking With Your Clients: Disciplined Spending


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No one likes to budget, in fact, even using the word "budget" can emote negative reactions. Of all of the Elements, Burn Rate (Br) may be the least sexy. However, it's foundational to all other financial elements. On this episode of Elementality, Reese tells the clients of his RIA how to manage their spending without having to pinch pennies.

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

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