Reese Harper and Carl Richards look into the industry’s cost/complexity problem and what can be done to reengineer traditional planning so we reach more people with purpose-built financial planning.
Listen to the full podcast
Menu
Reese Harper and Carl Richards look into the industry’s cost/complexity problem and what can be done to reengineer traditional planning so we reach more people with purpose-built financial planning.
Listen to the full podcast
Schedule a time to see how Elements can help grow, scale, and modernize your planning business.