Breakthrough Technology to Monitor Your Clients' Financial Health

Gaining Perspective

English - March 08, 2023 12:00 - 30 minutes - 56.4 MB - ★★★★ - 18 ratings
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Clients and prospects are demanding a more flexible, iterative financial planning process that evolves as their financial lives do. That is why my guest today created Elements, a mobile-first, client-centric, financial monitoring platform. Elements builds a one-page financial plan that helps the modern advisor remain in closer, deeper communication with clients as their financial needs shift. It encourages better behaviors with clients that promote financial health by displaying digestible pieces of critical financial data, including debt, savings, spending, insurance, investments, and more.

Here are additional resources:

Elements home page The Advisor Substack
Reese Harper on LinkedIN Subscribe to the Elements podcast Blog posts by the Elements team Videos by the Elements team Webinars by the Elements team A "Meet Reese" webinar

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