Modernizing Financial Advice Delivery

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.