Elementality for Financial Advisors | Elements Financial Vitals System™

The 9 Elements Of Your Clients' Main Job [226]


Listen Later

Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to marketing initiatives, ensuring they remain focused on what truly matters to clients.

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

35 ratings


More shows like Elementality for Financial Advisors | Elements Financial Vitals System™

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,196 Listeners

Behind The Advisor by XYPN

Behind The Advisor

140 Listeners

ChooseFI by ChooseFI

ChooseFI

5,129 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,994 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

445 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,078 Listeners

The Long View by Morningstar

The Long View

886 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

240 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

746 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

140 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,002 Listeners