Elementality for Financial Advisors | Elements Financial Vitals System™

Jordan Haines, CFP®
  • 4.8 (35)
  • INVESTING
  • UPDATED WEEKLY

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. The Three Stages of RIA Growth

    10H AGO

    The Three Stages of RIA Growth

    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.

    12 min
  2. Why You Need Organizational Clarity

    AUG 28

    Why You Need Organizational Clarity

    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.

    8 min
  3. The 9 Elements Of Your Clients' Main Job [226]

    AUG 7

    The 9 Elements Of Your Clients' Main Job [226]

    Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to marketing initiatives, ensuring they remain focused on what truly matters to clients.

    11 min
  4. 225: How To Figure Out What Clients Actually Want

    JUL 24

    225: How To Figure Out What Clients Actually Want

    Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.

    14 min
  5. 224: Structuring The Perfect 30-Min Consultation (Replay)

    JUL 17

    224: Structuring The Perfect 30-Min Consultation (Replay)

    Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.

    32 min
  6. 223: You're Not Growing Because You're Not Relevant

    JUL 10

    223: You're Not Growing Because You're Not Relevant

    Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them. Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.

    11 min
  7. 222: Introducing Elements AI Assessments

    JUL 3

    222: Introducing Elements AI Assessments

    Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments! You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables. If you want to attend our webinar introducing this new feature use the link below: https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/

    27 min
  8. Value Adds Don't Always Add Value [221]

    JUN 26

    Value Adds Don't Always Add Value [221]

    Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.

    11 min
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4.8
out of 5
35 Ratings

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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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