Spencer Rose, CIMA®, QKA®

Christensen Group

Spencer works in the insurance industry.  He uses Elements with his clients, and brilliantly demonstrates how using our Easy Invites engages his 401k participants in financial advice. From there, Spencer is able to serve people in multiple ways, and earn more revenue.

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.

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