Elementality for Financial Advisors | Elements Financial Vitals System™ Podcast Por Jordan Haines CFP® arte de portada

Elementality for Financial Advisors | Elements Financial Vitals System™

Elementality for Financial Advisors | Elements Financial Vitals System™

De: Jordan Haines CFP®
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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.Copyright © 2022 Elements Technology, Inc. Economía Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • 229: Building Your Buyers Journey

    229: Building Your Buyers Journey
    Sep 11 2025

    Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the "flip" with new prospect.

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    9 m
  • The Three Stages of RIA Growth

    The Three Stages of RIA Growth
    Sep 4 2025

    Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.

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    12 m
  • Why You Need Organizational Clarity

    Why You Need Organizational Clarity
    Aug 28 2025

    Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.

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    8 m
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