Elementality for Financial Advisors | Elements of Financial Planning System™ Podcast
1) 229: Building Your Buyers Journey
Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the impo...Show More
2) 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 practition...Show More
3) 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 y...Show More
4) 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 formu...Show More
5) 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.
6) 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 pr...Show More
7) 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 ...Show More
8) 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 dat...Show More
9) 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 t...Show More
10) 220: PandoWealth's 12-Month Onboarding Process with Thomas Meek
Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchis...Show More