Couverture de Elementality for Financial Advisors | Elements Financial Vitals System™

Elementality for Financial Advisors | Elements Financial Vitals System™

Elementality for Financial Advisors | Elements Financial Vitals System™

De : Jordan Haines CFP®
Écouter gratuitement

À propos de ce contenu audio

 Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.Copyright © 2022 Elements Technology, Inc. Direction Economie Finances privées Management et direction
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • 229: Building Your Buyers Journey

      229: Building Your Buyers Journey
      Sep 11 2025

      Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the "flip" with new prospect.

      Afficher plus Afficher moins
      9 min
    • The Three Stages of RIA Growth

      The Three Stages of RIA Growth
      Sep 4 2025

      Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.

      Afficher plus Afficher moins
      12 min
    • Why You Need Organizational Clarity

      Why You Need Organizational Clarity
      Aug 28 2025

      Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.

      Afficher plus Afficher moins
      8 min
    Aucun commentaire pour le moment