Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: A Better Way to Answer Your Clients' #1 Question
Pub date: 2020-08-10

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Our discussion about the most important indicators of financial health begins with the mother of all Elements®, Total Term (Tt). When a client asks, “Am I on the right track?” your job is to have an informed answer—and an accurately calculated Tt score can give you the foundation for a productive conversation. In this episode of Elementality, Reese Harper and Ryan Isaac explain how Tt objectively measures progress toward financial independence and the rate at which someone’s Tt score should grow throughout a typical career. This is the brass tacks approach to measuring your clients’ financial progress without having to run a bunch of Monte Carlo simulations.

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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A Better Way to Answer Your Clients' #1 Question