Elementality for Financial Advisors | Elements Financial Vitals System™

The Role of Projections in Giving Advice


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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.

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

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