Using Elements with High Net Worth Accumulator Clients

Abby Morton
Abby Morton
  • Updated

Here is what to expect:

Compared to traditional financial planning clients, high-net-worth clients often have more complexity and moving parts to consider. 

Learn why Elements user Eric Rodriguez ditched his traditional planning software in favor of an Elements-led approach to serving affluent next-gen clients.

We'll cover:

  • How you can use Elements with high net worth clients
  • Why Eric ditched his traditional planning software
  • What other tools Eric uses to serve clients

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