Monthly Elements Reviews
Many advisors deploy a monthly Elements review process with clients. This is done by monitoring a different Elements each month. The resources here will help you implement a process like this.
Play Video
This webinar recording shows advisors how they may implement a monthly Elements review process with their clients.
Email Templates: Verification Emails
Use these email templates to send to clients to gather needed information regarding an Element
Verification Email
Click the button below to download verification email templates for each Element
Download here
Email Templates: Reporting Emails
Use these email templates to send to clients after your review of the Element
Reporting Emails
Click the button below to download reporting email templates for each Element
Download here