Financial Assessment Recordings

Abby Morton
Abby Morton
  • Updated

Being able to make and record a financial assessment for prospective and active clients is an essential part of the Elements Growth Method. See some examples below of real assessments different advisors have recorded for their clients.


David Dedman Sample Assessment Recording:


Ben and Leslie Free Financial Assessment - Millennial Finance Tips


A good example of how to utilize the one page plan in Elements to provide a financial assessment to clients


Good example of a demo client for advisors to send a sample assessment to clients.


Assessment completed by Carl Richards. Pay attention to the words he uses to fill the emotional jobs for the prospect.


An example of an assessment you’d send to an actual prospect (this is a little long to use if it's not their real data) . Watch for the words he uses to encourage them to meet with him and positive reinforcement he gives. 




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