Sign up to save your podcasts
Or
Share 3 Questions To Help Orient Your Prospects [203]
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
3 Questions To Help Orient Your Prospects [203]
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.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
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.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,739 Listeners
Behind The Advisor
135 Listeners
The Meb Faber Show - Better Investing
931 Listeners
Capital Ideas Podcast
279 Listeners
Animal Spirits Podcast
1,984 Listeners
Wall Street Breakfast
1,012 Listeners
The Perfect RIA
456 Listeners
The Compound and Friends
2,050 Listeners
The Long View
874 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
237 Listeners
Barron's Advisor
110 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
119 Listeners
Retirement Planning Education, with Andy Panko
703 Listeners
Only Fee-Only
16 Listeners
Advisor Marketing Made Simple
20 Listeners