Introducing Elements to People For The First Time

Jordan Haines
Jordan Haines
  • Updated

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.

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