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Daily Deals
Zero Assets, Zero Shame [209]
Manage episode 474935839 series 3558245
Content provided by Elements Technology, Inc. and Jordan Haines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Jordan Haines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential.
The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.
241 episodes
Zero Assets, Zero Shame [209]
Elementality for Financial Advisors | Elements Financial Vitals System™
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Manage episode 474935839 series 3558245
Content provided by Elements Technology, Inc. and Jordan Haines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Jordan Haines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential.
The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.
241 episodes
All episodes
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Separate Your Solutions From Their Problems [219] 9:24
9:24 
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Play Later Play Later Lists Like LikedJordan 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 tangible needs, allowing for more meaningful and client-centered financial planning discussions.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 How To Sell An Employee Wellness Service [218] 46:19
46:19 Play Later Play Later Lists Like Liked46:19
Play Later Play Later Lists Like LikedJordan 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 wellness service What motivates employees to engage with a wellness program And what motivates advisors to build this service in the first place Sign up for the webinar on June 10 using this link.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 When Scale & Consistency Destroy Progress [217] 8:01
8:01 Play Later Play Later Lists Like Liked8:01
Play Later Play Later Lists Like LikedBuilding 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.
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 How To Start Building A Coaching Service [216] 14:23
14:23 Play Later Play Later Lists Like Liked14:23
Play Later Play Later Lists Like LikedJordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything: What is your motivation for this program? Why would someone need this service over your core financial planning service? What is the clients’ core job to be done? How will you know if your program is successful for you and for the client?…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 How To Unlock The Power Of Client Referrals (Replay) 22:45
22:45 Play Later Play Later Lists Like Liked22:45
Play Later Play Later Lists Like LikedCarl 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.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Qualifying Prospects And Discovering Value [214] 16:08
16:08 Play Later Play Later Lists Like Liked16:08
Play Later Play Later Lists Like LikedJordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Settling The Debate: Theory Vs. Proven Systems [213] 18:18
18:18 Play Later Play Later Lists Like Liked18:18
Play Later Play Later Lists Like LikedJordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 4 Topics For Your Quarterly Service Calendar [212] 11:19
11:19 Play Later Play Later Lists Like Liked11:19
Play Later Play Later Lists Like LikedJordan 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.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 How To Build A Monthly Service Calendar [211] 19:42
19:42 Play Later Play Later Lists Like Liked19:42
Play Later Play Later Lists Like LikedJordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings rate and liquidity, typically taking no more than 4-5 hours per month for a client base of 100-150 people.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Stop Being Mistaken For Everyone Else [210] 14:40
14:40 Play Later Play Later Lists Like Liked14:40
Play Later Play Later Lists Like LikedJordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself through clear contrasts and category ownership, transforming from a commodity into a true decision-making partner who delivers cohesive, designed experiences for clients.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential. The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.…
E
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan explores the concept of "solving for chaos" in financial advisory services. Drawing from his experience at Dentist Advisors, Jordan discusses how identifying and addressing financial chaos through organized, intentional processes can transform client relationships and deliver meaningful value.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan dives into the fourth and final component of client perceived value: price. He explores why pricing isn't usually the real problem when clients object to costs, but rather a symptom of not effectively communicating value. Through personal experiences at Elements and as a financial advisor, Jordan demonstrates how understanding and confidently solving core client problems leads to natural price justification. This episode completes a four-part series examining the essential components of client perceived value: understanding the problem, providing the right solution, establishing trust, and justifying price.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Why Prospects Don’t Trust You Or Your Firm (3 of 4) 8:03
8:03 Play Later Play Later Lists Like Liked8:03
Play Later Play Later Lists Like LikedJordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems. Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
1 Make Financial Advice More Tangible (Part 2/4) [205] 16:50
16:50 Play Later Play Later Lists Like Liked16:50
Play Later Play Later Lists Like LikedJordan explores how to help prospects understand how a financial advisor’s service can solve their core job to be done, rather than just treating symptoms. In this episode you’ll learn the importance of sequencing your service description after problem diagnosis, how to effectively position yourself in the minds of your prospects, and how to achieve service clarity through the three-ten framework.…
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Daily Deals
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