Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: The Future of Planning Frameworks
Pub date: 2021-10-19

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Investment management has driven our industry’s tech innovations since the internet first gave us cash-based planning in the 1990’s. Today, a transformation in financial planning itself is taking the creators of technology in a new direction.

On this Elementality podcast, Chad and I discuss past planning technology, which has given us great cash-based and goal-based tools. And then we look at future trends to see how the shift towards more traditional financial planning is affecting innovation.

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.