Episodi
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In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning processâdata 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.
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Host of Elementality, Jordan Haines, CFPÂź, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecdotes and practical advice, Jordan explains how focusing on these core principles can help financial advisors provide valuable service to the majority of their clients. Tune in to learn how to effectively engage clients and ensure their financial well-being through foundational financial principles.
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Episodi mancanti?
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Host of Elementality, Jordan Haines, CFPÂź continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the application of this template through synchronous interactions, such as prospecting and client check-ins, and asynchronous interactions like email and video assessments. Learn practical strategies to deliver significant value in a short timeframe and discover ways to scale these financial conversations effectively.
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Host of Elementality, Jordan Haines, CFPÂź outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical field, underscoring the importance of validated information and mutual understanding. The episode concludes with practical advice on being directional rather than prescriptive, ensuring that clients leave with actionable steps.
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In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and grow their businesses. This episode dives into practical tips on getting started with video, overcoming the fear of being on camera, and using AI tools to enhance marketing efforts. Tune in to learn how video can set you apart in a crowded market and help you build genuine connections with your target audience.
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Host of Elementality, Jordan Haines, CFPÂź, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more âA-HA!â moments, killer client deliverables can be a game changer in your business.
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In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it.
They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building models for people in their accumulation years, and the inadequacy of current financial technology. The conversation highlights the importance of building liquidity, overcoming fear-driven financial decisions, providing tailored advice early in one's career, and leveraging client-centric technology.
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Host of Elementality, Jordan Haines, CFPÂź, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the âfoundations of financeâ he explores the diet and exercise equivalent of personal finance.
These topics include:
Save enough
Spend with clarity
Manage debt wisely
Maintain adequate liquidity
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Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for financial advisors aiming to enhance client engagement and support better financial outcomes.
01:28 Probability of Success vs. Social Comparison
04:28 The Role of Social Comparison in Financial Advice
10:21 Using Data to Motivate Behavioral Change
13:58 Challenges and Solutions for Younger Generations
19:23 Concluding Thoughts and Next Steps
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Host of Elementality, Jordan Haines, CFPÂź, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive results.
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Host of Elementality, Jordan Haines, CFPÂź, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System).
During this discussion Jordan and Adam talk about how financial advisors can get their business out of their head and implement a system to turbocharge their business. They also discuss how advisors could use EOS as a tool to help their clients get things done.
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Host of Elementality, Jordan Haines, CFPÂź, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize.
Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success.
Brett Maikowski, CFPÂź LinkedIn Post
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Host of Elementality, Jordan Haines, CFPÂź, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients.
In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important considerations including:
Making sure your curious enough to identify when an emotional thread may need to be pulled.
Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have someone available to navigate that job
And the importance of advisors doing their own work with a behavioral specialist so they can be aware of their own emotional reactions to money
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Host of Elementality, Jordan Haines, CFPÂź, discusses the importance of being curious with clients even in the most functional of interactions. Itâs often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if youâre not looking for it, you may miss an opportunity to change a clientâs life.
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Host of Elementality, Jordan Haines, CFPÂź, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with.
They explore the question âwhat if we could build a successful financial advice business by only delivering on these core habits and behaviors?â
If youâre an advisor thinking about how you can scale your advice, deliver the value your clients actually want, or want to scale your personal time then this episode is for you
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Host of Elementality, Jordan Haines, CFPÂź, discusses two things every financial advisor should do with a client before they engage in financial planning with them:
Step 1: Ensure the client is sufficiently oriented to their financial situation
Step 2: Ensure the client has the foundational financial behaviors in place
Jordan explores why every advisor should have specific steps in their process to account for these things and tactical way an advisors can assess whether these things have been done for a client.
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In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and not all the additional things many advisors provide.
If youâre interested in how you can deliver on the things your clients actually care about, then this episode is for you
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To register for the workshop go here:
https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/
In this episode of Elementality Abby Morton, CFPÂź, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the foundation for a successful marketing strategy.
They discuss four questions that every advisor needs to answer:
Why am I in business?
Who am I serving?
What is my audienceâs unique pain?
How will I solve that problem?
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In this episode of Elementality, Jordan Haines, CFPÂź chats with Taylor Westergard, CFPÂź, AFCÂź, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.
They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a clientâs journey
If youâre wondering if financial coaching is right for your practice, then this episode is for you!
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In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erikâs journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.
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