Elementality for Financial Advisors | Elements Financial Vitals System™

The Cost and Complexity Problem With Planning


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The job we do as advisors is complex … and costly. We gather data, analyze it, and we make various decisions while working through the process. We then help clients act on our recommendations. And it takes a lot of time.

On this episode of Elementality, Reese and Carl explain why this cost/complexity problem prevents us from reaching out to more people.

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

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