Introducing Carl Richards: Altering the Focus of Your Advice

06/28/22 • 22 min

Elementality for Financial Advisors | Elements Financial Vitals System™

Can you help clients make good decisions today—keeping the future in mind—while also helping them live with greater happiness in the present?

On this episode of Elementality, Reese and new co-host Carl Richards discuss why your biggest challenge is helping clients make optimal decisions throughout their lives, while ensuring they enjoy the here and now.

Can you help clients make good decisions today—keeping the future in mind—while also helping them live with greater happiness in the present?

Previous Episode

How to Fill Your Pipeline: A Lesson on Net Worth

Don’t let prospects languish in the middle of your sales funnel because they lack engagement. Elements assessments keep them involved in the sales process as you demonstrate your value and they experience your advice.

On this episode of Elementality, Reese and Matt illustrate how Elements creates numerous opportunities for you to keep prospects engaged.

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Sales success begins with conversations that build rapport and allow both parties to communicate what they are really thinking.

On this episode of Elementality, Reese interviews Jake Larsen, VP of Sales at Elements. Jake explains how to build trust by educating prospects about your services and aligning their needs with your value proposition.