Collecting accurate client data remains a universal barrier to delivering good planning advice. In this video clip, Reese Harper and Chad Jardine discuss why better data gathering methods can make a positive impact on the whole financial planning industry.
Detailed client data is a precursor to being able to offer good advice. But the client has to understand that need and find time to provide you with the details you want. Many advisors are looking at the Elements Financial Planning System™ as a leader in data gathering. On this episode of the Elementality podcast, Reese Harper and Chad Jardine examine the reasons why technology may offer a solution and why mobile phones may be the key to getting the data advisors need.