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Why Can't Advisors Help More People?
Why does our industry, with its business model, processes, and tools seem to only work effectively for the wealthiest 1% of Americans?
On this episode of Elementality, Reese and Carl explain why more innovation is needed to reach a wider audience who want and need financial help—and why the established system ends up introducing greater complexity.
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By Jordan Haines, CFP®
4.8
3535 ratings
Why does our industry, with its business model, processes, and tools seem to only work effectively for the wealthiest 1% of Americans?
On this episode of Elementality, Reese and Carl explain why more innovation is needed to reach a wider audience who want and need financial help—and why the established system ends up introducing greater complexity.
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