INFORMAZIONI SU QUESTO EPISODIO
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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CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Elementality for Financial Advisors | Elements Financial Vitals System™.
ALTRI EPISODI IN QUESTO PODCAST
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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…
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 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.
![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.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Wade Anderson, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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