<p dir="ltr">Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It's often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you're not looking for it, you may miss an opportunity to change a client's life.</p>

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It's often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you're not looking for it, you may miss an opportunity to change a client's life.

<p>Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It's often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you're not looking for it, you may miss an opportunity to change a client's life.</p>

Don't Miss Your Client's Emotional Threads [172]

Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.

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Don't Miss Your Client's Emotional Threads [172]

Don't Miss Your Client's Emotional Threads [172]