Introducing to Clients

  • Introducing Elements to People For The First Time

    Main Talking Points For Introducing Elements Introduce WHAT Elements is Relate WHY Elements is important to them Explain HOW to get started Script: What Is Elements? Elements is a set of financial vitals that we use to understand how financially heal...

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  • Setting Expectations

    Explain Next Steps In this section, the focus is on guiding individuals through the steps they should anticipate as they embark on the process. The speaker emphasizes simplicity and encourages action. The following steps are outlined: Step 1: Receive a...

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  • Resources For Introducing Elements to People

    The following resources were created to help you introduce people to Elements for the first time and set the right expectations:   1-Page Intro PDF This 1-page document is designed for advisors to use during initial client interactions. The PDF outline...

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  • How Elements Data Gathering Is Different

    Data Gathering in Traditional Tools: Traditional tools try to expand their data models to collect as much client information as possible, such as tax returns, investment statements, spending habits, and more. The advisor then chooses the most relevant ...

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  • Data Needed For Elements

      Data NEEDED For An Elements Scorecard Balance sheet Total annual income Total annual spending Savings amounts and frequency by account Debt payments by account Annual taxes paid Life, disability and umbrella insurance coverage amounts Equity allocat...

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  • Data Gathering Resources

      Find the Data Gathering Checklist in the attachments below.

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  • How To Engage Clients For The First Time

      Engagement with clients is crucial. This can be a back-and-forth process, lasting a week or two, where we gather information either through meetings or by letting clients interact with Elements themselves. The key is to provide value after clients ha...

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  • Making Your Assessment

    Step 1: Review the context What information is important to note when making a financial assessment that is NOT in the Elements scorecard? Age Occupation Family size Goals & Values Step 2: Refine the data Follow the data gathering process in lesson 3...

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  • What To Do After You Make An Assessment

    After introducing Elements, collecting client data, and performing a financial triage, it's time to move forward. We're now at a crucial juncture where we transition from the pre-planning we've done to the traditional financial planning process. A natu...

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  • Resources To Help You Make An Assessment

    Elements scores 1 pager (see below in attachments) Elements individual guides (see below in attachments) Elements to questions checklist (see below in attachments)   Assessment Examples:

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