Learn how to use AI to write compelling marketing materials, be a brainstorming partner, analyze and clean up large sets of data, & research ever-changing topics in the industry. Jeff Morgan hubs.la/Q02tPVGm0

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Join us tomorrow! Come see how quickly identifying unhealthy debt and how to address it is key. hubs.la/Q02tFRv-0

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Are your clients using their income wisely? Savings Rate, Burn Rate, Debt Rate, and Tax Rate Elements measure how your clients' income is distributed across savings, spending, debt, and taxes. hubs.la/Q02ttmqv0

#fintech #fintwit #financialplanning #financialadvisor

Give real advice in 10 minutes instead of 10 hours! Quickly gather client data, prep for client interactions, and get to client “a-ha” moments faster. hubs.la/Q02tl4x10

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Being able to quickly identify where your clients have unhealthy debt is important. Join us next week to see how we can help with that. hubz.li/Q02tcN7M0 Sora Finance

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You want to grow your financial advice business and we want to help. Come see how we can help you reach your goals: hubs.la/Q02sWxwd0

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Sora is hosting a joint webinar with Elements at 3 pm ET on Tuesday, April 23 to discuss how advisors can leverage debt planning and optimization to attract new clients and better serve existing ones.  Register here: getelements.com/resources/webi…

Are your clients taking the right amount of risk? The Er (Equity Rate) and Ir (Insurance Rate) Elements indicate the risk levels within your client's investment portfolio, estate planning, and insurance profile respectively. hubs.la/Q02sKDkl0

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We're thrilled to be partnering with XYPN! XYPN makes entrepreneurship possible for fee-for-service financial advisors. Learn more here: hubs.la/Q02sxrg50

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Attract and serve more clients using debt optimization! Come learn how on Tues. 4/23. 👉 hubs.la/Q02srwyb0 Sora Finance

We're so grateful Jack Sharry spoke with Reese Harper, CFP® for a deep dive into Elements revolutionary impact on financial advising. Tune in here: hubs.la/Q02shyrR0

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We're so grateful Jack Sharry spoke with Reese Harper, CFP® for a deep dive into Elements revolutionary impact on financial advising. Tune in here: hubs.la/Q02shyrR0

#fintech #fintwit #financialplanning #financialadvisor

Save time and improve client conversations with a standard, objective way to quickly diagnose financial health? Yes, please! 🤌 👉hubs.la/Q02s8dD30

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How much insurance do your clients have compared to how much they might need based on factors like spending, income, and net worth? Insurance Rate quickly measures that. hubs.la/Q02s0RDb0

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Discover how Elements and Sora can transform your debt optimization strategy. You'll learn to quickly identify clients with unhealthy debt and show immediate value with effective debt assessments. Join us: hubs.la/Q02rTjWn0

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Dive into the complexity of retirement planning and the impact of miscalculations 😑 on our blog: hubs.la/Q02rHvNk0

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Catch one of our latest episodes, where Colin Day, CFP(r), EA, MBA from Correct Capital shares his strategy for integrating Elements with social media to attract and engage potential clients. Listen here: hubs.la/Q02ryv8B0

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🤝NEWS: PARTNERSHIP🤝

Elements and XYPN announce a partnership to enhance the capabilities of more than 1,800 independent financial planners supported by XYPN, providing them with cost-effective access to the Elements platform. businesswire.com/news/home/2024…

🥁 please...XYPN is growing our partnerships - with Elements!
You and your clients (future and current) will love to engage with this elegant and simple-to-use financial health diagnostic tool, designed to help financial planners create & demonstrate immediate and ongoing value!

Expertly curated industry insights delivered to your inbox 2x/month, saving you time and effort. Sign up here: hubs.la/Q02rp_6y0

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