Elementality for Financial Advisors | Elements Financial Vitals System™

Separate Your Solutions From Their Problems [219]


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Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client-centered financial planning discussions.

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

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