Elementality for Financial Advisors | Elements Financial Vitals System™

Settling The Debate: Theory Vs. Proven Systems [213]


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Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.

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

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