SOBRE ESTE EPISÓDIO
![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.
Inglês
Estados Unidos da América
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PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de Elementality for Financial Advisors | Elements Financial Vitals System™.
OUTROS EPISÓDIOS NESTE PODCAST
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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.
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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…
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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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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.
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…
Aviso: O podcast e a arte incorporada nesta página são de Wade Anderson, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
