2024 XYPN Live PreCon Educational Workshop
Overview
Details
Overview
Details
Financial Vitals: Accelerating The Pace of Financial Advice
Just as medical professionals use vital signs as the first step in assessing, diagnosing, and triaging patient health, financial advisors now have a new tool to quickly evaluate their clients’ financial well-being.
Join the Elements team and their XYPN ambassadors in exploring how to:
- Measure “financial vital signs” to quickly assess overall health
- Use vitals to triage and identify areas needing a deeper dive
- Establish baselines for measuring ongoing progress
- Recognize critical “warning signs” in financial vitals
Who should attend?
This session is designed for advisors seeking to save time, enhance relationships, and differentiate themselves.
Gain insights into streamlining your practice and improving client outcomes.
Register now and revolutionize your client assessment approach!
Here are all the nitty-gritty details.
When
Tuesday, October 15th
8:00 AM–12:00 PM CDT
Where
Hyatt Regency Minneapolis
Minneapolis, MN
Cost
Free
Price includes continental breakfast and some exclusive SWAG.
Save Your Seat!
Complete the form below to register for the event.
Still have questions? Email events@getelements.com
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