Carl on Making the Complex Simple on the WealthStack Podcast

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, and Carl Richards, Elements chief brand officer, discuss how Elements provides advisors a way to capture vital client data that presents a holistic picture of their financial life. By quickly capturing important data, advisors can ultimately present a comprehensive picture of a client’s financial life in an easy-to-understand way.

Listen to the episode here

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