Elementality for Financial Advisors | Elements Financial Vitals System™

What Are You Solving For? [208]


Listen Later

Jordan explores the concept of "solving for chaos" in financial advisory services. Drawing from his experience at Dentist Advisors, Jordan discusses how identifying and addressing financial chaos through organized, intentional processes can transform client relationships and deliver meaningful value.

...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

34 ratings


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

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,750 Listeners

Investing Insights by Morningstar

Investing Insights

481 Listeners

Masters in Business by Bloomberg

Masters in Business

2,185 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Odd Lots by Bloomberg

Odd Lots

1,733 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,991 Listeners

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

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,031 Listeners

The Long View by Morningstar

The Long View

851 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

231 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,649 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,526 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

113 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners