Diagnosing Financial Health Using Elements with Billy Zerillo
Manage episode 407147884 series 3558245
Managing wealth has often been compared to managing health. You have honest conversations about priorities, share personal information, and come up with a diagnosis to help reach your goals. And it is all about numbers. On this Elementality, Billy Zerillo, of TerraWeath, explains how Elements helps him as a diagnostics tool for checking a client’s financial health.
213 つのエピソード