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
  • How To Start Building A Coaching Service [216]

    How To Start Building A Coaching Service [216]
    May 22 2025

    Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything:

    1. What is your motivation for this program?
    2. Why would someone need this service over your core financial planning service?
    3. What is the clients’ core job to be done?
    4. How will you know if your program is successful for you and for the client?
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    14 m
  • How To Unlock The Power Of Client Referrals (Replay)

    How To Unlock The Power Of Client Referrals (Replay)
    May 15 2025

    Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee.

    Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunities and valuable relationships.
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    23 m
  • Qualifying Prospects And Discovering Value [214]

    Qualifying Prospects And Discovering Value [214]
    May 8 2025

    Jordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.

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    16 m
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