OM DENNE EPISODE
![Zero Assets, Zero Shame [209]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/zero-assets-zero-shame-209-fDwzN4dZRF--_Gfe89wsmUd.1400x1400.jpg "Zero Assets, Zero Shame [209]")
Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential.
The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.
Engelsk
USA
UDSKRIFT 🔗
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SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Elementality for Financial Advisors | Elements Financial Vitals System™.
ANDRE EPISODE I DENNE PODKAST
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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…
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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.
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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…
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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.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Wade Anderson, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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