Elementality for Financial Advisors | Elements Financial Vitals System™

223: You're Not Growing Because You're Not Relevant

6 snips
Jul 10, 2025
Jordan dives into the crucial reason many advisors stagnate: a lack of understanding of their clients' core needs. He highlights the importance of identifying clients' 'main thing' for effective growth. The discussion addresses the pitfalls of generic solutions and emphasizes crafting a tailored client journey. By focusing on what clients truly desire, advisors can shift from merely surviving to thriving in their businesses.
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INSIGHT

Cycle of Sad Solutions

  • Many financial advisors enter a "cycle of sad solutions" by chasing scaling solutions that don't match client needs.
  • This cycle results in no real growth or effective solutions beyond the founding advisor.
ADVICE

Focus on Clients' Main Thing

  • Understand your clients' "main thing" or core job to be done before trying to scale.
  • Align services and tools strictly to that main thing to achieve consistent growth.
ADVICE

Use Client Interviews to Define Main Thing

  • Use frameworks like Jobs to Be Done and Demand Side Sales to interview clients.
  • Articulate your main thing clearly to create an effective, repeatable sales playbook.
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