Advisor Spotlight
Thomas Ela
Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Thomas Ela, Founder of Ela Financial Group.
Key Takeaways
- How to differentiate your firm by establishing more meaningful client relationships.
- Providing structure and order to difficult estate planning situations.
- How to cultivate new prospects by engaging multiple generations.
- Effectively introducing Everplans to your clients.
- How Everplans can be used to standardize their system and prevent costly mistakes.
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About the Speaker
Thomas Ela
Founder of Ela Financial Group
Tom has been a financial planner since 1984. He received his Bachelor of Arts from The William Paterson College in Wayne, New Jersey. He holds the designations of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, Pennsylvania. He is involved with the ongoing financial education program at Financial Network, where he is a member of the MVP and Premier Client Divisions.
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