Host of Elementality, Jordan Haines, CFP®, 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.
Elementality for Financial Advisors | Elements Financial Vitals System™