Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®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.
| Publishes | Weekly | Episodes | 251 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | InvestingEntrepreneurshipBusiness | ||||
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Latest Episodes
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.
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.
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... more
Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why def... more
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- Thanks!!
For those of us in the industry committed to lifelong learning these podcasts are a must listen. Working with and implementing Elements into my practice has dramatically improved the quality of advice I can provide.
Apple Podcasts5PTelp
United States4 years ago - Amazing podcast!
This is a must listen for financial planners everywhere! Reese is a highly knowledgeable and engaging host and each episode is truly insightful and informative.
Apple Podcasts5maddie@podcastingyouUnited States4 years ago - For Advisors, By Advisors!
Reese is a brilliant advisor in his own right and his show shares not only his hard earned expertise, but also lessons learned by working closely with dozens (hundreds?) or successful financial planners.
Apple Podcasts5Numbers Guy 81United States4 years ago - Great content
I love the practicality of the elements. I am trying to decide how/where to niche and this is also really helpful in understanding that process.
Apple Podcasts5jhorschUnited States5 years ago - Great content
I’ve enjoyed thus far and an anxious to hear future episodes.
Apple Podcasts5Monkey cheese llamaUnited States5 years ago
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Frequently Asked Questions About Elementality for Financial Advisors
What is Elementality for Financial Advisors about and what kind of topics does it cover?
This podcast offers valuable insights tailored specifically for financial advisors looking to enhance their practice through practical strategies and frameworks. Episodes cover a range of critical topics, including client engagement, organizational clarity, and the buyer's journey, emphasizing actionable advice for navigating the complexities of financial advising. Noteworthy discussions also examine the importance of understanding client needs and refining business models in order to provide relevant and impactful services. Unique aspects include the integration of philosophy and business aids, making it particularly suitable for professionals dedicated to evolving their approach to financial advice.
Where can I find podcast stats for Elementality for Financial Advisors?
Rephonic provides a wide range of podcast stats for Elementality for Financial Advisors. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Elementality for Financial Advisors and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Elementality for Financial Advisors get?
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What are the audience demographics for Elementality for Financial Advisors?
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How many subscribers and views does Elementality for Financial Advisors have?
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Which podcasts are similar to Elementality for Financial Advisors?
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How many episodes of Elementality for Financial Advisors are there?
Elementality for Financial Advisors launched 5 years ago and published 251 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Elementality for Financial Advisors?
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Where can I see ratings and reviews for Elementality for Financial Advisors?
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What guests have appeared on Elementality for Financial Advisors?
Recent guests on Elementality for Financial Advisors include:
1. Thomas Meek
2. Brandon Galici
3. Abby Morton
4. Katie Braden
5. Adam Frederico
6. Ashley Quamme
7. Ashley Kwame
8. Taylor Westergard
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.