Elementality for Financial Advisors | Elements Financial Vitals System™

Talking With Your Clients: The Power of Performance Comparisons


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Looking to inspire clients to get on the right track with their personal finances? Whether measuring against their peers, or themselves, benchmarks can motivate them to become more accountable to their goals. On this episode of Elementality, Reese explains to the clients of his RIA how benchmarks can push people to reach their potential.

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

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