Elementality for Financial Advisors | Elements Financial Vitals System™

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 +...

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

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...

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...

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...

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...

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 franchise owners and...

Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years...

Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you'll learn the data behind the opportunity for employer-sponsored financial...

Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a "pre-scale" phase of developing effective...

Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before...

Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real...

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...

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...

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...