Elements as a Unique and Separate Offering

Abby Morton
Abby Morton

Have you ever wondered how to profitably serve clients that may not be ready for in-depth comprehensive financial planning? Michael Reynolds, a user of Elements, has cracked the code.

We’ll cover:

  • How Elements is a unique and separate offering for him
  • How this allows him to serve clients in a more profitable way 
  • Why his planning-light service offering is enough for accumulators 
  • How client engagement has increased with Elements
  • Why he feels a subscription model isn’t the right fit for him

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