fbpx

Are You Taking Client Data Seriously Enough?

To build closer relationships you should acknowledge the milestones clients reach as they work towards their goals. In this video, Reese Harper and Chad Jardine explain why, if you really care about client progress, you need a process to monitor client net worth growth.

As advisors, we are really good at creating “the plan.” We gather information, go behind the scenes to strategize, and then collaborate with clients on the best course of action. But what happens next as the client makes progress? On this episode of the Elementality podcast, Reese and Chad discuss how tracking net worth growth and acknowledging meaningful milestones can improve client relationships.

Listen to the full podcast!

Book a Demo

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

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.