Elementality for Financial Advisors | Elements Financial Vitals System™

Marry Emotional With Technical


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Identifying the jobs that need to be done is the first step in delivering a service that prospective clients want. Just remember, for every client there are functional and emotional jobs which are interwoven together. On this Elementality, Reese and Carl explain why proving your value hinges on giving thoughtful attention to a client’s emotional needs.

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

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