Elements

Come check out the One-Page Plan! https://hubs.la/Q01D_nD60 #fintech #fintechsolutions #financialadvisor #wealth #wealthmanagement #money #finance #financialplanner #financialplanning

Clients don’t just buy advice—they buy you. In this episode of Elementality, Jordan Haines, CFP® shares how to build trust and position yourself as the clear choice in a crowded field. Learn how to create client confidence and stand out. Listen now! https://hubs.la/Q03bRgM90 #FinancialAdvisors #ClientTrust #AdvisorBrand

Are you treating symptoms or solving the real problem? Jordan Haines, CFP® shares how to position your services effectively, using the three-ten framework to create clarity for prospects. Learn how to sequence conversations for maximum impact. Listen now! https://hubs.la/Q03b0R5C0 #FinancialAdvisors #ClientEngagement #ValuePositioning

Clients often focus on symptoms—but great advisors diagnose the real problem. Jordan Haines, CFP® shares why isolating the core issue is key to creating real client value. Learn how to make your conversations more impactful in this episode of Elementality. Listen now! #FinancialAdvisors #ClientEngagement #ValueCreation

How can you make prospect conversations more impactful? Jordan Haines, CFP® shares the three key questions that reorient clients to their financial situation and spark deeper discussions. Learn how to guide prospects with clarity and confidence. Listen now! https://hubs.la/Q037RD7g0 #FinancialAdvisors #ClientConversations #ProspectingTips

Data gathering doesn’t have to be intimidating! Jordan Haines, CFP® shares four practical tips to make the process easier for prospects—so they stay engaged and see its value. Learn how to turn data collection into a seamless client experience. Listen now! https://hubs.la/Q036T1xc0 #FinancialAdvisors #ClientEngagement #DataGathering

Most advisors lead with credentials—but what if starting with client clarity builds deeper trust? Jordan Haines shares insights from a dental conference on how shifting your approach can create stronger connections and better outcomes. Don’t miss this episode! https://hubs.la/Q035QdfC0 #FinancialAdvisors #ClientTrust #ConsultativeApproach

Jordan Haines, CFP® explores how simplifying financial services can deliver greater value by focusing on clients’ true needs. Learn how to avoid distractions, streamline your offerings, and create more meaningful client experiences in this thought-provoking Elementality episode. Don’t miss it! https://hubs.ly/Q034MbZ-0 #FinancialAdvisors #StreamlineServices #ClientExperience

Jordan Haines, CFP® breaks down Demand Side Sales 101 by Bob Moesta, revealing how understanding client struggles and motivations can transform your sales approach. Discover why sales are driven by client needs—not persuasion—and how to connect more effectively. Don’t miss this episode! https://hubs.la/Q03479fN0 #FinancialAdvisors #SalesStrategy #DemandSideSales

Brandon J. Galici, CFP® shares how he uses Smart Asset to connect with clients under $100k in assets. Learn his follow-up strategies and how he turns inquiries into full financial planning relationships. Don’t miss this episode full of actionable insights! https://hubs.la/Q032T-zX0 #LeadGeneration #FinancialAdvisors #SmartAsset