Sign up to save your podcasts
Or
Share 225: How To Figure Out What Clients Actually Want
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
225: How To Figure Out What Clients Actually Want
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.
View all episodes
By Jordan Haines, CFP®
4.8
3535 ratings
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
Behind The Advisor
138 Listeners
Masters in Business
2,171 Listeners
The Meb Faber Show - Better Investing
936 Listeners
The Retirement and IRA Show
753 Listeners
Small Business Tax Savings Podcast
251 Listeners
The Peter Attia Drive
9,200 Listeners
The Perfect RIA
457 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
246 Listeners
Barron's Advisor
110 Listeners
The Advisor Journey
25 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
132 Listeners
The Morgan Housel Podcast
985 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
142 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
25 Listeners