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Carl Richards on Rethinking How Advisors Talk About Financial Planning

Carl Richards, chief brand officer at Elements, explains how thinking differently about planning can enable advisors to serve more of the population.

Carl Richards, chief brand officer at Elements, admits that it’s challenging and expensive for financial advisors to attract new clients. Here, he discusses how tools like the one-page financial plan can help reduce client acquisition costs and engage a broader population of potential clients more effectively.

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