Jordan Haines, CFP®

Client-Led Onboarding

Jordan Haines

Getting information from clients in preparation for a conversation or to create a valuable deliverable is one of the most challenging things for financial advisors. Elements client-led onboarding is a streamlined way to get the most important information in a fraction of the time.

Real Advice, Really Fast.

Use the Elements Financial Wellness System to stand out, protect your fees, increase participation, and screen for great-fit clients.

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