
Sign up to save your podcasts
Or


When it comes to financial forecasts, accuracy is always questionable. So what would clients lose if planners stopped using them? On this episode of the Elementality podcast, Reese and Chad discuss why forecasting seems to be a remnant from the past—and why your clients may do better if you concentrated more on the present.
By Jordan Haines, CFP®4.8
3535 ratings
When it comes to financial forecasts, accuracy is always questionable. So what would clients lose if planners stopped using them? On this episode of the Elementality podcast, Reese and Chad discuss why forecasting seems to be a remnant from the past—and why your clients may do better if you concentrated more on the present.

138 Listeners

2,178 Listeners

941 Listeners

745 Listeners

260 Listeners

8,557 Listeners

462 Listeners

244 Listeners

115 Listeners

25 Listeners

135 Listeners

995 Listeners

144 Listeners

15 Listeners

25 Listeners