Using Elements with High Net Worth Accumulator Clients with Eric Rodriguez

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