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Not many people can actually speak 'finance.' Unfortunately, it's the language used by planners and can seem like bewildering jargon that confuses clients who simply want to understand how to apply the advice they receive. On this Elementality, Reese and Carl talk about why Elements uses new terminology that is more relatable—and more motivational.
By Jordan Haines, CFP®4.8
3535 ratings
Not many people can actually speak 'finance.' Unfortunately, it's the language used by planners and can seem like bewildering jargon that confuses clients who simply want to understand how to apply the advice they receive. On this Elementality, Reese and Carl talk about why Elements uses new terminology that is more relatable—and more motivational.