À PROPOS DE CET ÉPISODE
![Preview: The Elements Of Money Show [195]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/preview-the-elements-of-NLvOmG-DH_F-aITrAwGkopS.1400x1400.jpg "Preview: The Elements Of Money Show [195]")
Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework.
Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how to figure out exactly how much liquid cash you need.
Whether you're new to Elements or a long-time user, this client-focused demo reveals how the methodology "acts in the wild" and helps everyday people gain clarity around their finances.
Anglais
États-Unis
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de Elementality for Financial Advisors | Elements Financial Vitals System™.
AUTRES ÉPISODES DANS CE PODCAST
![Separate Your Solutions From Their Problems [219]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/separate-your-solutions-from-o7hdz9A0w8R-sl9YTtd0wfb.1400x1400.jpg)
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…
![Value Adds Don't Always Add Value [221]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/value-adds-dont-always-add-Owg2uc8RS-X-pj9gWlBaK5F.1400x1400.jpg)
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 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…
![How To Sell An Employee Wellness Service [218]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/how-to-sell-an-employee-xyPSVbuoYjl-UYFvSid8MmC.1400x1400.jpg)
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 employer-sponsored financial wellness programs as well as…
What motivates employers to purchase a financial w…
![When Scale & Consistency Destroy Progress [217]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/when-scale-consistency-9PmsjozCx5R-ih9VBSmgP48.1400x1400.jpg)
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 developing effective services for clients—an effect.
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Wade Anderson, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
MODIFIER
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