Simplify the Complex: Elements’ One-Page Plan with David Hughes
Elementality for Financial Advisors | Elements Financial Vitals System™11/21/23 • 24 min
You want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?" On this Elementality, Abby welcomes David Hughes who explains how the Elements' One-Page Plan helps him launch clients on their financial journey.
11/21/23 • 24 min
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