Elementality for Financial Advisors | Elements Financial Vitals System™

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

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.

  1. Why Orientation Is A Faster Value Proposition [192]

    -6 J

    Why Orientation Is A Faster Value Proposition [192]

    Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments.   Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper client relationships.

    10 min
  2. Serve More Clients By Focusing On Conversations [191]

    14 NOV.

    Serve More Clients By Focusing On Conversations [191]

    Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction.  They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broader market and make a greater impact. If you're interested in learning how to serve more clients by honing in on what truly matters, this episode is a must-listen.

    27 min
  3. Not All Clients Need Financial Planning [190]

    7 NOV.

    Not All Clients Need Financial Planning [190]

    In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail.  He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuable tool. Advisors should ask themselves and their clients two critical questions: What is the most valuable thing you do, and why is it valuable?  Tune in to discover how focusing on what clients genuinely need can transform your practice and client relationships.

    11 min
  4. The Case For Coaching As A Separate Service [189]

    31 OCT.

    The Case For Coaching As A Separate Service [189]

    Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management.  Together, they explore the differences between financial coaching and traditional financial advising, discussing how coaching focuses on immediate client needs like cash flow management, debt reduction, and financial health, without delving into investments or insurance.  They address the industry's need to define financial coaching clearly and consider how it can be integrated into existing practices or offered as a separate service. If you're a financial advisor looking to expand your services, reach a broader audience, and provide value in new ways, this episode offers valuable insights into the potential of financial coaching.

    33 min
  5. Why Value Adds Are Hurting Your Business [188]

    24 OCT.

    Why Value Adds Are Hurting Your Business [188]

    Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business.  Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn: The importance of identifying what truly makes your services unique Why your clients need to understand that value How to reliably and consistently deliver that value.  Before you jump into offering additional features or services, Jordan challenges you to consider whether these value-adds support or distract from your core offering. Tune in to learn how simplifying your services can enhance client satisfaction and make your business more referable.

    10 min
  6. A Modern Service For Modern Clients [187]

    21 OCT.

    A Modern Service For Modern Clients [187]

    Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per client—may not meet the needs of modern consumers seeking quicker, more accessible advice. He explores innovative ways advisors can expand their services beyond the conventional model, such as offering simplified coaching programs or financial wellness initiatives for employers. Jordan invites listeners to think differently about serving clients and to share their ideas on delivering valuable advice more efficiently. Tune in to discover how you can help more people by reimagining your approach to financial planning.

    7 min
  7. Unlock More Consultations By Killing Complexity [186]

    10 OCT.

    Unlock More Consultations By Killing Complexity [186]

    What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unveil how Elements simplifies data gathering and analysis. Learn how to deliver personalized advice efficiently, scale your impact, and make financial planning accessible to more people. If you're ready to give advice really fast and revolutionize your practice, this episode is a must-listen!

    21 min
  8. How To Build a 10-Min Data Gathering Process

    3 OCT.

    How To Build a 10-Min Data Gathering Process

    In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips to make the data-gathering process less intimidating for clients, so you can both get the most out of every high-impact meeting. Tune in to learn how a streamlined approach can transform your client interactions and make financial planning feel effortless.

    28 min
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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.

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