Sign up to save your podcasts
Or
Share Find Your Value Sweet Spot, Then Stop [200]
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Find Your Value Sweet Spot, Then Stop [200]
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.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
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.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,714 Listeners
Behind The Advisor
142 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Podcast
273 Listeners
Animal Spirits Podcast
2,003 Listeners
Wall Street Breakfast
1,016 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,069 Listeners
The Long View
877 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
750 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
18 Listeners