• Simplifying Financial Health for Better Advice [179]

  • Aug 22 2024
  • Duración: 36 m
  • Podcast

Simplifying Financial Health for Better Advice [179]

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  • Resumen

  • In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it.

    They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building models for people in their accumulation years, and the inadequacy of current financial technology. The conversation highlights the importance of building liquidity, overcoming fear-driven financial decisions, providing tailored advice early in one's career, and leveraging client-centric technology.
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