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What should you accomplish in the first client meeting?

While the math of finances is important, you need to also understand client money anxieties, especially about debt.

Listen to the full podcast!

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.

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

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