Elements

Come check out the One-Page Plan! https://hubs.la/Q01D_nD60 #fintech #fintechsolutions #financialadvisor #wealth #wealthmanagement #money #finance #financialplanner #financialplanning

Dr estimates the percentage of income that's going towards debt payments. Where do your clients fall? Learn more here: https://hubs.la/Q02ZBncJ0 #fintech #financialadvisor #wealthtech #finance

Jordan Haines, CFP?, reveals how helping prospects understand their financial situation can spark “aha” moments. Learn why orientation beats advice and how it fosters stronger client connections. Don’t miss this episode packed with fresh strategies! https://hubs.la/Q02ZcCGx0 #ClientExperience #FinancialPlanning #Elementality

Is your client spending too much? Say goodbye to annoying, time-consuming budgeting. https://hubs.la/Q02Z6j7y0 #fintech #financialadvisor #wealthtech #finance

You want to: automatically collect prospect financial info, naturally connect with prospects in your sales meetings, & effortlessly show clients their progress beyond just investment returns. We’ve got you: https://hubs.la/Q02YZRST0 #fintech #financialadvisor #wealthtech #finance

Missed us live? Catch the replay on-demand. Grab it here: https://hubs.la/Q02YPNmV0 #fintech #financialadvisor #wealthtech #finance

The leading industry insights you need, TLDR version, delivered right to your inbox? Yes, please! Go here to sign up: https://hubs.la/Q02YC34J0 #fintech #financialadvisor #wealthtech #finance

How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: https://hubs.la/Q02YnFM60 #fintech #financialadvisor #wealthtech #finance

In this Elementality episode, Carl Richards and Reese Harper discuss why simplifying financial services can help advisors focus on human connection. They explore how reimagining advice delivery can broaden your impact and better serve client needs. Don’t miss these valuable insights! https://hubs.la/Q02YgFcr0 #fintech #financialadvisor #wealthtech #finance

It's hard to build your advisory practice when prospective clients don't understand the value you provide. We can help. Download our eGuide today: https://hubs.la/Q02Y51Ld0 #fintech #financialadvisor #wealthtech #finance