That's where Elements came in. It addressed my pain point and drew me towards its capabilities. As I delved deeper into the software, I realized just how much it could streamline my entire business model. From onboarding to communication, Elements has revolutionized the way I interact with clients.
I’ve only used Elements for a month and I already got a new client. I showed them how I could answer their questions using the Scorecard. Before Elements, I couldn’t have had that same conversation.
… the ability to be able to collect information more readily, more easily, and on top of that, to be able to see their scorecard all in one place and easily talk about, for instance, the Element Total Term and help them interpret that... it's a different way for them to see their financial wellness, their financial life.
Elements makes it simple and easy to show clients where they are today, how much progress we've made working together, and where they can go in the future. For delivering this value on an ongoing basis, I think Elements is fantastic.
Elements has even helped us attract new clients through its powerful call-to-action options. Instead of just scheduling an appointment on our website, we can now offer a free assessment. Clients can start by filling out information within the Elements app, and we can then provide them with an accurate assessment of their financial situation. This builds a relationship with them even before they click the "schedule an appointment" button.