Elementality for Financial Advisors | Elements Financial Vitals System™

Find Your Value Sweet Spot, Then Stop [200]


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Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.

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

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