Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: The ‘Painless’ First Meeting Theory
Pub date: 2022-02-01

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

What if you could eliminate most of the pain of an initial plan? How much background would you need before you could deliver value? Modern consumers want their lives to be as uncomplicated as possible and on this episode of the Elementality podcast, Reese and Matt look at how to make the starting point of a client relationship less overwhelming.

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.