FAQ: Can I buy a new truck?

Elements In Real Life

For accumulator clients, even the simplest questions can take many hours of analysis to answer. But what would you do if you could answer a question like “can we afford a new car?” in 5 min or less?

In this episode of Elements In Real Life Brandon Galici, founder of Galici Financial, and Jordan Haines, financial health expert at Elements, review a real client example and how they address this question from a client.

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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