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Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what really matters to your clients.
In this episode, Shannon Rosic, director of WealthStack Content and Solutions, is joined by Carl Richards, chief brand officer of Elements, in discussing how the company provides advisors a way to capture vital client data quickly and easily, and ultimately present a holistic picture of their financial life in a tangible and understandable way.
Shannon and Carl discuss:
- How Elements is modernizing the traditional financial planning model
- What is the goal of the one-page-plan (OPP) and how they benefit advisors and their clients
- Why they’re focused on building a client centric mobile app and overall engaging experience
- What makes Elements ‘nudge’ capabilities different from any of the other CRM providers and other planning providers
Connect with Shannon Rosic:
Connect with Carl Richards:
About Our Guest:
Carl Richards is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.
Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).
His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London.
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