Elementality for Financial Advisors | Elements Financial Vitals System™

225: How To Figure Out What Clients Actually Want


Listen Later

Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.

...more
View all episodesView all episodes
Download on the App Store

Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

35 ratings