INFORMAZIONI SU QUESTO EPISODIO
![Separate Your Solutions From Their Problems [219]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/separate-your-solutions-from-o7hdz9A0w8R-sl9YTtd0wfb.1400x1400.jpg "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 success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client-centered financial planning discussions.
Inglese
Stati Uniti
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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
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…
![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.
![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…
![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.
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