Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Joined September 2020
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A client got a 100% probability of success from Monte Carlo and still didn't believe it. Brandon Galici on Elementality: his Total Term score of 107 years is what actually landed. "So I'm fine then." "Yes." buff.ly/hIpcNYy
Listen to Brandon and Wade on Apple Podcasts: buff.ly/ujixTSD or Spotify: buff.ly/hIpcNYy
or you can listen to the full podcast on Apple Podcasts buff.ly/oG7xKqC or Spotify buff.ly/1SIbt2Z
A prospect asks about student loans. Start there. In episode 193, Jordan Haines explores keeping the immediate concern central while considering the whole financial picture. buff.ly/gkrhs0d
On Elementality, Jordan Haines recalls how a dentist's limited liquidity opened a useful question about their debt anxiety. Start with the client's concern and use the financial picture to explore it together. buff.ly/l0KkiYY
Your onboarding questionnaire is now yours. Build your firm's own questions in Firm Settings, pick from seven answer types, mark the ones you require. Clients answer during onboarding and the responses land on their profile. buff.ly/c2SSvn6
"I'm sorry, Aaron, I didn't mean new. I meant reliable." A year of fights about a car that was never about the car. Carl Richards on Elementality: "The problem is never the problem." buff.ly/cBbw0qM
