Everything

  • Scripts for Introducing Elements to Clients

    How to explain what Elements is to clients:  Elements is a set of financial indicators that give us an overall view of the key areas of your financial health. These measurements help us to answer questions like:  Are you taking the right amount of risk...

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  • Introducing Elements Flyer

      You can use this flyer to help introduce Elements to your clients and prospective clients.  If you want to customize this flyer to match your brand, you can use the link below to customize the flyer in Canva. Customize the flyer  

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  • Sample Email Templates to Introduce Elements to Clients or Prospects

      Email Template: General Financial Assessment Offer #1  Email Template: General Financial Assessment Offer #2 Email Template: Getting Started with a Prospect or Client Email Template: Retirement Plan Participants Offer Use this data to create a sample ...

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  • Do you have a presentation I can use to teach my clients about Elements?

    Of course! Here is a google slides presentation we've put together. Feel free to use all of it or modify it as needed. 

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