Color Coding Financial Planning to Create an Understandable Client Experience With Rob Cook (Ep. 25)

The 401(k) Marketing Podcast

Jan 16 2023 • 18 mins

Have you ever spent time with a prospective client only to find out after you’ve sunken who knows how much time with,  that they’re not a good fit? In this episode, Rebecca Hourihan invites Rob Cook of The Elements Financial Monitoring System™ to share how their technology can help solve this very common problem faced …

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