Elementality for Financial Advisors | Elements Financial Vitals System™

Value Adds Don't Always Add Value [221]


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Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.

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

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