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.

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

[formfuse id="1009"]