4 Data Gathering Tips For Prospecting [202]

Elementality for Financial Advisors | Elements Financial Vitals System™

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52:22

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about a year ago 16:52

MP3•Episode home

In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:

Encouraging prospects to be less precise in the information they add
Sending a short video explaining the process
The “trojan horse” of data gathering
Requiring less from people.

241 episodes

Elementality for Financial Advisors | Elements Financial Vitals System™

4 Data Gathering Tips For Prospecting [202]

Elementality for Financial Advisors | Elements Financial Vitals System™

published about a year ago

MP3•Episode home

Encouraging prospects to be less precise in the information they add
Sending a short video explaining the process
The “trojan horse” of data gathering
Requiring less from people.

241 episodes

All episodes

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Separate Your Solutions From Their Problems [219] 9:24

4 hours ago9:24

9:24

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Sell An Employee Wellness Service [218] 46:19

7 days ago46:19

46:19

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
When Scale & Consistency Destroy Progress [217] 8:01

14 days ago8:01

8:01

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Start Building A Coaching Service [216] 14:23

21 days ago14:23

14:23

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Unlock The Power Of Client Referrals (Replay) 22:45

28 days ago22:45

22:45

Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunities and valuable relationships.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Qualifying Prospects And Discovering Value [214] 16:08

5 weeks ago16:08

16:08

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
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6 weeks ago18:18

18:18

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
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7 weeks ago11:19

11:19

Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Build A Monthly Service Calendar [211] 19:42

8 weeks ago19:42

19:42

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
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9 weeks ago14:40

14:40

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Elementality for Financial Advisors | Elements Financial Vitals System™

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10 weeks ago16:06

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
What Are You Solving For? [208] 10:52

11 weeks ago10:52

10:52

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
Your Price Is Not The Problem (4 of 4) 10:29

12 weeks ago10:29

10:29

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
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13 weeks ago8:03

8:03

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Elementality for Financial Advisors | Elements Financial Vitals System™

1
Make Financial Advice More Tangible (Part 2/4) [205] 16:50

14 weeks ago16:50