Introducing Elements to People For The First Time

Main Talking Points For Introducing Elements

1. Introduce WHAT Elements is
2. Relate WHY Elements is important to them
3. Explain HOW to get started

Script: What Is Elements?

Elements is a set of financial vitals that we use to understand how financially healthy you are. These measurements help us to answer questions like: 

• Are you taking the right amount of risk? 
• Are you using your income wisely?
• Do you have the right mix of assets? 
• How much wealth do you need to make work optional? 

You can think of Elements like the physical vital signs measured at a doctors office. They give us an insight into how you are doing financially today and where to focus our time in the future.

Script: Why Should I Care?

The Elements help us identify the things that are important to you and they can help us quickly see areas where adjustments may need to be made.

By having a clear understanding of where you’re at today, you’ll have a greater chance of success in the things that are most important to you.

Related to

• Getting Started