Elements Financial Vitals
@get_elements
Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
ID: 1311209384433786880
http://GetElements.com 30-09-2020 07:41:15
926 Tweet
1,1K Followers
1,1K Following
Join us tomorrow! hubs.la/Q02MBZR00 Holistiplan #fintech #financialadvisor #finance #wealthtech
Looking to stand out and connect better with clients? Abby Morton, CFP® and Katie Braden, CFP® chat about how video can transform your outreach and boost your marketing efforts. Listen here: hubs.la/Q02N5Tmz0 #fintech #financialadvisor #finance #wealthtech
Join marketing pro Jeff Morgan and RIA expert Justin Copier on 9/17 to discover how occupational niches can skyrocket your firm's growth, scalability, and value. hubs.la/Q02NYGsN0 #fintech #financialadvisor #finance #wealthtech
Learn how to structure the perfect 30-min financial consultation! 🎯 Jordan Haines shares a 3-phase approach, blending prep, insights, and actionable steps. hubs.la/Q02PM2tj0 #fintech #financialadvisor #finance #wealthtech
Join us tomorrow!! Marketing pro Jeff Morgan and RIA expert Justin Copier are sharing how occupational niches can skyrocket your firm's growth, scalability, and value. hubs.la/Q02Q0HT60 #fintech #financialadvisor #finance #wealthtech
Ready to level up your client convos? 💬 Jordan Haines shares 8 ways to nail the perfect 30-min consult—whether it’s in-person, via email, video, or more. Learn how to deliver max value in any format. hubs.la/Q02Qy6hf0 #fintech #financialadvisor #wealthtech #finance