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
Money Guy Show
3,194 Listeners
Behind The Advisor
141 Listeners
ChooseFI
5,129 Listeners
Animal Spirits Podcast
1,995 Listeners
The Perfect RIA
455 Listeners
The Rational Reminder Podcast
445 Listeners
The Compound and Friends
2,075 Listeners
The Long View
886 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
240 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
745 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
45 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
140 Listeners
The Morgan Housel Podcast
1,003 Listeners