Elementality for Financial Advisors | Elements Financial Vitals System™

Why Our Tools No Longer Fit a Complex World


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How people live, work, and spend continues to evolve. Today, a smooth job path is rare as careers now take many unpredictable turns. As a result, prospects have more questions and need more answers, more frequently.

On this episode of Elementality, Reese and Carl explain why using planning tools that assume life is lived linearly no longer work.

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

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