Elementality for Financial Advisors | Elements Financial Vitals System™

3 Questions To Help Orient Your Prospects [203]


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In this episode, Jordan discusses the importance of orienting prospects to their financial situation. Specifically, he walks through the three questions he seeks to answer for prospects that help guide the conversation and address the things that prospects most commonly think about as it relates to their finances.

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

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