Работайте офлайн с приложением Player FM !
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
Manage episode 415798184 series 2444271
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice.
Reese explains that vital signs are objective scores that measure various aspects of a client's financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors can provide personalized advice and help clients make informed decisions about their finances.
Resources Mentioned In This Episode:
- Elementality Podcast - With Reese Harper and Carl Richards
- Dentist Advisors - This is Reese's RIA which influenced his founding of Elements
Chapters
00:00 Introduction and Overview
02:56 The Concept of Vital Signs
10:05 Improving Financial Behaviors with Vital Signs
28:31 Using Vital Signs in a Niche Market
35:23 The Birth of Elements and the Importance of Vital Signs
41:06 Accelerating Client Onboarding with Elements
106 эпизодов
Manage episode 415798184 series 2444271
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice.
Reese explains that vital signs are objective scores that measure various aspects of a client's financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors can provide personalized advice and help clients make informed decisions about their finances.
Resources Mentioned In This Episode:
- Elementality Podcast - With Reese Harper and Carl Richards
- Dentist Advisors - This is Reese's RIA which influenced his founding of Elements
Chapters
00:00 Introduction and Overview
02:56 The Concept of Vital Signs
10:05 Improving Financial Behaviors with Vital Signs
28:31 Using Vital Signs in a Niche Market
35:23 The Birth of Elements and the Importance of Vital Signs
41:06 Accelerating Client Onboarding with Elements
106 эпизодов
Все серии
×Добро пожаловать в Player FM!
Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.