Simplifying Financial Health for Better Advice [179]

Elementality for Financial Advisors | Elements Financial Vitals System™

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محتوای ارائه شده توسط Elements Technology, Inc. and Jordan Haines. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Elements Technology, Inc. and Jordan Haines یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

The Final Flight of Captain Forrester

1
The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05

15 روز پیش38:05

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38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

حدود یک سال پیش 35:46

MP3•خانه قسمت

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.

236 قسمت

#Trading #Entrepreneur #Business #Elements Technology, Inc #Personalfinance #Wealthmanagement #Finance #Financialplanning #Investing #Investmentmanagement #Jordan Haines #RIA #CFP® #Financialadvisor #Financialplanner

Simplifying Financial Health for Better Advice [179]

Elementality for Financial Advisors | Elements Financial Vitals System™

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

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.

236 قسمت

همه قسمت ها

1
Qualifying Prospects And Discovering Value [214] 16:08

۶ روز پیش16:08

16:08

Jordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.

1
Settling The Debate: Theory Vs. Proven Systems [213] 18:18

13 روز پیش18:18

18:18

Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.…

1
4 Topics For Your Quarterly Service Calendar [212] 11:19

20 روز پیش11:19

11:19

Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.…

1
How To Build A Monthly Service Calendar [211] 19:42

27 روز پیش19:42

19:42

Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. ⁠The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings rate and liquidity, typically taking no more than 4-5 hours per month for a client base of 100-150 people.…

1
Stop Being Mistaken For Everyone Else [210] 14:40

۵ weeks پیش14:40

14:40

Jordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself through clear contrasts and category ownership, transforming from a commodity into a true decision-making partner who delivers cohesive, designed experiences for clients.…

1
Zero Assets, Zero Shame [209] 16:06

۶ weeks پیش16:06

16:06

Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential. The conversation offers valuable insights for both advisors working with early-career clients and young professionals seeking to establish a strong financial foundation.…

1
What Are You Solving For? [208] 10:52

۷ weeks پیش10:52

10:52

Jordan explores the concept of "solving for chaos" in financial advisory services. Drawing from his experience at Dentist Advisors, Jordan discusses how identifying and addressing financial chaos through organized, intentional processes can transform client relationships and deliver meaningful value.…

1
Your Price Is Not The Problem (4 of 4) 10:29

۸ weeks پیش10:29

10:29

Jordan dives into the fourth and final component of client perceived value: price. He explores why pricing isn't usually the real problem when clients object to costs, but rather a symptom of not effectively communicating value. Through personal experiences at Elements and as a financial advisor, Jordan demonstrates how understanding and confidently solving core client problems leads to natural price justification. This episode completes a four-part series examining the essential components of client perceived value: understanding the problem, providing the right solution, establishing trust, and justifying price.…

1
Why Prospects Don’t Trust You Or Your Firm (3 of 4) 8:03

۹ weeks پیش8:03

8:03

Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems. Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.…

1
Make Financial Advice More Tangible (Part 2/4) [205] 16:50

10 weeks پیش16:50

16:50

Jordan explores how to help prospects understand how a financial advisor’s service can solve their core job to be done, rather than just treating symptoms. In this episode you’ll learn the importance of sequencing your service description after problem diagnosis, how to effectively position yourself in the minds of your prospects, and how to achieve service clarity through the three-ten framework.…

1
Your Prospect's Problem Dictates Your Value (Part 1/4) [204] 13:01

11 weeks پیش13:01

13:01

Jordan explores the first of four components of customer perceived value: identifying and isolating the core problem⁠. Through relatable examples and personal experiences, Jordan discusses why understanding the fundamental problem, rather than just addressing symptoms, is crucial for clients to see the true value in financial services⁠.…

1
3 Questions To Help Orient Your Prospects [203] 14:37

12 weeks پیش14:37

14:37

In this episode, Jordan discusses the importance of orienting prospects to their financial situation. Specifically, he walks through the three questions he seeks to answer for prospects that help guide the conversation and address the things that prospects most commonly think about as it relates to their finances.…

1
4 Data Gathering Tips For Prospecting [202] 16:52

13 weeks پیش16:52

16:52

In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include: Encouraging prospects to be less precise in the information they add Sending a short video explaining the process The “trojan horse” of data gathering Requiring less from people.…

1
Provide Clarity Before You Sell [201] 10:53

14 weeks پیش10:53

10:53

Jordan shares insights from his recent presentation at a dental conference where he introduced a unique approach to financial consulting inspired by Patrick Lencioni's book "Getting Naked". Rather than leading with firm credentials and services, Jordan demonstrates how starting with clarity about clients' current financial health and actively listening to their concerns creates more meaningful connections. The episode highlights how this consultative approach, combined with practical tools for assessing financial health, helped dentists better understand their current financial situation, even those who already had financial advisors.…

1
Find Your Value Sweet Spot, Then Stop [200] 8:04

15 weeks پیش8:04

8:04

Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Avoid These 3 Sales Myths [199] 17:21

16 weeks پیش17:21

17:21

Jordan discusses key insights from the book "Demand Side Sales 101" by Bob Moesta, which challenges three common sales myths and introduces a fresh perspective on selling financial advice. The book emphasizes that sales aren't random but rather caused by specific struggling moments in clients' lives, and that people buy for their own reasons rather than being convinced by salespeople. Jordan illustrates how understanding these principles can transform how financial advisors approach and connect with potential clients.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
A New Way To Successfully Buy Leads [198] 18:49

17 weeks پیش18:49

18:49

In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple touchpoints with potential clients before personal contact. Through a detailed case study, Brandon demonstrates how this approach helped transform a client's initial investment inquiry into a comprehensive financial planning relationship, addressing deeper financial needs beyond the presenting problem.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
When Tech Is Better Than A Human Advisor [197] 8:48

18 weeks پیش8:48

8:48

Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances⁠.

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Why You Should Try New Things [196] 9:44

19 weeks پیش9:44

9:44

Jordan explores the relationship between theory and experience through the lens of a quote he shared on LinkedIn recently. He makes a case for why both elements are essential - theory provides the framework for learning from experience, while testing theories through action leads to true wisdom. Drawing from his reading of "Demand-Side Sales 101" and the Jobs to be Done framework, Jordan encourages listeners to approach theories with curiosity and be willing to test new ideas, regardless of their source.…

Elementality for Financial Advisors | Elements Financial Vitals System™

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Preview: The Elements Of Money Show [195] 12:50

21 weeks پیش12:50

12:50

Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how to figure out exactly how much liquid cash you need. Whether you’re new to Elements or a long-time user, this client-focused demo reveals how the methodology “acts in the wild” and helps everyday people gain clarity around their finances.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Clarify Pain to Unlock Client Action [194] 33:50

22 weeks پیش33:50

33:50

Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high. Jordan and Abby explore a framework that includes uncovering and articulating the true pain points clients experience. By helping clients name and understand their financial anxieties, advisors can foster trust, encourage action, and bring meaningful value at scale. Tune in to learn how focusing on the underlying financial “pain” can enhance your coaching approach and drive better engagement.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Don't Be Comprehensive [193] 8:08

23 weeks پیش8:08

8:08

Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek. Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Why Orientation Is A Faster Value Proposition [192] 10:13

25 weeks پیش10:13

10:13

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Serve More Clients By Focusing On Conversations [191] 26:46

26 weeks پیش26:46

26:46

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Not All Clients Need Financial Planning [190] 10:53

27 weeks پیش10:53

10:53

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
The Case For Coaching As A Separate Service [189] 33:24

28 weeks پیش33:24

33:24

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Why Value Adds Are Hurting Your Business [188] 9:47

29 weeks پیش9:47

9:47

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
A Modern Service For Modern Clients [187] 7:12

29 weeks پیش7:12

7:12

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.…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
Unlock More Consultations By Killing Complexity [186] 20:43

31 weeks پیش20:43

20:43

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!…

Elementality for Financial Advisors | Elements Financial Vitals System™

1
How To Build a 10-Min Data Gathering Process 27:45

32 weeks پیش27:45

27:45

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.…

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