Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients

Reese Harper , CEO of Elements , joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice. Reese explains that vital signs are objective scores that measure various aspects of a client's financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors…