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ANDRE EPISODE I DENNE PODCAST

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 franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding p…
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 take to ensure value adds actually add value.
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.
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 success three years into the future helps uncover both intangible long-term goals and specific tang…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Wade Anderson, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.