ABOUT THIS EPISODE
![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.
English
United States
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![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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