Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
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229: Building Your Buyers Journey
Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the…
The Three Stages of RIA Growth
Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing…
Why You Need Organizational Clarity
Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which…
The 9 Elements Of Your Clients' Main Job [226]
Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured…
225: How To Figure Out What Clients Actually Want
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.
224: Structuring The Perfect 30-Min Consultation (Replay)
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…
223: You're Not Growing Because You're Not Relevant
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…
222: Introducing Elements AI Assessments
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…
Value Adds Don't Always Add Value [221]
Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can…
220: PandoWealth's 12-Month Onboarding Process with Thomas Meek
Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A…
Separate Your Solutions From Their Problems [219]
Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their…
How To Sell An Employee Wellness Service [218]
Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you'll learn the data behind the opportunity for…
When Scale & Consistency Destroy Progress [217]
Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a "pre-scale" phase of…
How To Start Building A Coaching Service [216]
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…
How To Unlock The Power Of Client Referrals (Replay)
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…
Qualifying Prospects And Discovering Value [214]
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…
Settling The Debate: Theory Vs. Proven Systems [213]
Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to…
4 Topics For Your Quarterly Service Calendar [212]
Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income…
How To Build A Monthly Service Calendar [211]
Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. The episode breaks down a three-step…
Stop Being Mistaken For Everyone Else [210]
Jordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself…
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Elementality for Financial Advisors | Elements Financial Vitals System™ has published 251 episodes since July 2020, covering topics in Business, Entrepreneurship.
Elementality for Financial Advisors | Elements Financial Vitals System™ is currently dormant with new episodes weekly. Average episode length is 26m.
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