Elementality for Financial Advisors | Elements Financial Vitals System™

Your Prospect's Problem Dictates Your Value (Part 1/4) [204]


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Jordan explores the first of four components of customer perceived value: identifying and isolating the core problem⁠. Through relatable examples and personal experiences, Jordan discusses why understanding the fundamental problem, rather than just addressing symptoms, is crucial for clients to see the true value in financial services⁠.

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

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