Hi Friends! I wanted to send y’all a quick message going into the weekend. It’s been a beautiful week—weather, conversations, and stories. I wanted to share something I learned that I hope you find helpful. [I’ve altered the name, and a few details in this story to protect identities].
Reese, in my opinion, this is your best article yet! This story is why I'm in this profession - to have those kinds of conversations with my clients. Data analysis and projections just don't get me up in the morning. I'm going to schedule some of these kinds of dinners with my clients.
Can you take me to dinner and review my Elements scores??
Appriciate you for sharing such a story, Reese!
This is awesome! Hard to get to the root of the conversation when staring at a Monte Carlo.
I really appreciated this post, Reese!
I love this real life example. I would guess that you could have shown him all of the scenarios, stress tests, and Monte Carlo projections and still not have gotten to the root of the problem (not comfortable about recently reduced liquidity). Elements makes it so seamless to effectively cover both the functional and emotional jobs. Thanks and have a great weekend Reese!