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The Client Is the Co-Pilot
Your clients want to collaborate with you. And why not? They feel empowered as they get to know their financial data better, and best of all, it reduces your onboarding work. They just need to know which jobs to do. On this Elementality, Reese and Carl look at how using the client as co-pilot allows them to feel like the hero of their financial journey.
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By Jordan Haines, CFP®
4.8
3434 ratings
Your clients want to collaborate with you. And why not? They feel empowered as they get to know their financial data better, and best of all, it reduces your onboarding work. They just need to know which jobs to do. On this Elementality, Reese and Carl look at how using the client as co-pilot allows them to feel like the hero of their financial journey.
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