Elementality for Financial Advisors | Elements Financial Vitals System™ Podcast Por Jordan Haines CFP® arte de portada

Elementality for Financial Advisors | Elements Financial Vitals System™

Elementality for Financial Advisors | Elements Financial Vitals System™

De: Jordan Haines CFP®
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.Copyright © 2022 Elements Technology, Inc. Economía Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • 224: Structuring The Perfect 30-Min Consultation (Replay)

    224: Structuring The Perfect 30-Min Consultation (Replay)
    Jul 17 2025

    Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.

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    32 m
  • 223: You're Not Growing Because You're Not Relevant

    223: You're Not Growing Because You're Not Relevant
    Jul 10 2025

    Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them.

    Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.
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    11 m
  • 222: Introducing Elements AI Assessments

    222: Introducing Elements AI Assessments
    Jul 3 2025

    Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments!

    You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables.

    If you want to attend our webinar introducing this new feature use the link below:

    https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/
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    27 m
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