Elements as a Unique and Separate Offering with Michael Reynolds

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