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  1. Elements Help Center
  2. Monitor

Monitor

Everything you need to know about monitoring a client's scores

Value Cards

  • How do I have a conversation using the Elements Value Cards?

Monitoring FAQs

  • Understanding Advisor Insights
  • How can I download a client's financial statements or Elements reports from the web portal?
  • What does "x% of balances are decayed" mean?
  • How do I remove an asset/debt and not lose the balance history?

Creating a Tiered Service

  • What is a Tiered Service Model?
  • Serving a Younger Generation with a New Service Model
  • 1:Many

Creating a Planning Process from Scratch

  • Just Getting Started Guide (1 of 5)
  • How Elements Makes It Easy (2 of 5)
  • Steps to Create Your Own Process (3 of 5)
  • A Process for the Stuff Outside Your Process (4 of 5)
  • Level Up: Sharing Your Process with Clients & Prospects (5 of 5)

Ongoing Service Model Ideas

  • Using Elements to Monitor Financial Health

Quarterly Progress Reports

  • What do I say to my clients after they receive their Quarterly Progress Report?
  • What is included in the Quarterly Progress Report?
  • Quarterly Progress Reporting: The Basics