Priya Patel
TLDR:
- Fintech company Elements has announced the successful completion of its second cohort of advisors who have been trained to launch their own subscription models.
- The platform offers training and resources for financial advisors to effectively serve clients with limited assets under management (AUM), while also saving time and resources.
- Elements’ Financial Vitals System allows clients to input their financial data and generate a scorecard, providing advisors with a standardized way to measure and monitor financial health.
- To address the challenge of attracting next-generation clients, Elements offers a mastermind series where advisors learn best practices for incorporating a subscription model into their workflow.
- The program has received positive feedback from participating advisors who have found that the subscription model expands access to financial advice and optimizes their workflow.
Elements, a fintech platform, has announced the successful completion of its second cohort of advisors who are trained to launch their own subscription models. Through comprehensive training and resources, Elements enables financial advisors to effectively serve clients with limited assets under management (AUM) while saving time and resources. One of the key features of the program is the Elements Financial Vitals System, which allows clients to input their financial data into a user-friendly mobile application and generate a scorecard that measures and monitors their financial health. Advisors can use this scorecard to reduce time spent preparing for meetings and help clients understand their finances. The subscription model offered by Elements helps advisors attract next-generation clients by expanding access to financial advice and optimizing their workflow. The program has received positive feedback from participating advisors who have found that it allows them to provide sound financial guidance to a wider client base, leading to sustainable practice growth.
