We recently talked with Peter Campbell, CFP® lead financial advisor at Bull Oak Capital about how he uses Elements to power up prospecting conversations. Here’s what he said about how he introduces Elements to prospects in their first meeting:

“Hey, this is a simple thing to do. You don’t need to upload a bunch of statements to us. You don’t need to send us all this stuff. Just go on this app. It’ll give you a feel for what we do, and they like it because it lets them see what we do if they hire us.”

Click below to watch our full conversation about how Peter uses Elements to prospect…