Resources

• Can I buy a truck?
• Can I leave my job to start a business?
• Can we afford for my spouse to stop working?
• Should I buy a house or continue renting?
• How would leaving the military early affect my retirement?
• How much can we spend on an investment property?

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• AI Assessment Unveiled
• Selling Employer Financial Wellness Programs
• Elements Scorecard 2.0: Client Web Dashboard, Target Scores, Health Indicators, Peer Benchmarking
• Why Elements is the Core of My Tech Stack with Erik Baskin
• Spending: When to Stay High Level vs. Go Deep with Monarch Money
• How Does Elements Save You Time? with Scott Frank

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• Introduction
• Sample Questions with Elements
• Sample client details to create fake profiles in Elements
• Elements Brand Assets Available for Use
• Convert Prospects to Clients
• 6 Tips for Marketing Success

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• Cetera Account Linking FAQ
• How can I update my email address?
• How can I set up Multi-Factor Authentication?
• What happens to my clients if I cancel Elements?
• What notifications do clients receive in Elements?
• How do I cancel my subscription?

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