Take Action!

The best way to learn is to take action. Do these things before you move to the next lesson:

  1. Create a demo client/prospect profile in your Elements account. You can use the PDF file below to help you get some information

Pro Tip: Your demo client/prospect should look like a client or prospect you would work with. Consider using real information and mask it to become anonymous

Book a Demo

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

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