by Jordan Haines, CFP®
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
Language
🇺🇲
Publishing Since
7/2/2020
Email Addresses
1 available
Phone Numbers
0 available
April 17, 2025
<p>Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings rate and liquidity, typically taking no more than 4-5 hours per month for a client base of 100-150 people. <!-- notionvc: 8e6e9d37-4f66-41cd-8203-da9f24488bb3 --></p>
April 10, 2025
<p>Jordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself through clear contrasts and category ownership, transforming from a commodity into a true decision-making partner who delivers cohesive, designed experiences for clients. <!-- notionvc: da93f167-dcc8-44de-a8a1-20b5583c3a20 --></p>
April 3, 2025
<p>Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential.</p> <p>The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.</p> <p><!-- notionvc: c154746b-110f-43e7-9cfa-9e34cfb2c3a2 --></p>
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