ОБ ЭТОМ ЭПИЗОДЕ
![Serve More Clients By Focusing On Conversations [191]](https://cdn-images-3.listennotes.com/podcasts/elementality-for/serve-more-clients-by-BTYXpkIC4-_-1GhLB0-RfOr.1400x1400.jpg "Serve More Clients By Focusing On Conversations [191]")
Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction.
They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broader market and make a greater impact. If you're interested in learning how to serve more clients by honing in on what truly matters, this episode is a must-listen.
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ПОИСК ПРОШЛЫХ ЭПИЗОДОВ
Искать прошлые эпизоды Elementality for Financial Advisors | Elements Financial Vitals System™.
ДРУГИЕ ЭПИЗОДЫ В ЭТОМ ПОДКАсте
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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…
Отказ от ответственности: Подкаст и иллюстрации, встроенные в эту страницу, взяты из Wade Anderson, который является собственностью его владельца и не связан или не одобрен Listen Notes, Inc.
ИЗМЕНИТЬ
Спасибо, что помогаете поддерживать базу подкастов актуальной.
