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What Makes the Elements Planning System Appealing?

In this video clip, Reese Harper asks Carl Richards what are the things that resonate about the Elements Financial Monitoring System approach to financial planning.

On this episode of Elementality, Reese introduces his new co-host, Carl Richards. Reese and Carl look at why forecasting has flaws, and why it’s hard for clients to be content if they’re constantly working just to make the future better. Learn how to help your clients make good decisions—keeping the future in mind—so they can live with greater fulfillment in the present.


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