Elementality for Financial Advisors | Elements Financial Vitals System™

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


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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.

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

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