Elementality for Financial Advisors | Elements Financial Vitals System™

Delivering Value To Clients Sooner w/ Abby Morton

May 2, 2024

Abby Morton, Director of Advisor Success at Elements, and Jordan Haines discuss delivering early value to clients in financial advising. They emphasize focusing on essential activities before creating a comprehensive financial plan, highlighting the importance of prompt feedback and client engagement. They explore the significance of gathering client information, enhancing client understanding, and structuring client relationships for optimal satisfaction.

31:01

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Episode guests

Abby Morton

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Episode notes

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Quick takeaways

Shortening time to value is crucial in financial advising; focus on key value points efficiently.

Engage early with clients to build trust, increase engagement, and streamline processes effectively.

Deep dives

Importance of Shortening Time to Value

Shortening the time to provide value to clients is crucial in the financial advising realm. Advisors need to focus on discovering key value points and delivering them efficiently. Understanding what resonates with clients and seeking feedback are fundamental steps in this process. By accelerating the time to value, advisors can enhance client satisfaction, streamline their practice, and facilitate easier prospecting.

Introduction

2min

Delivering Value Quickly in Financial Advising

9min

The Process of Gathering Client Information for Financial Planning

4min

Enhancing Client Understanding and Organization of Financial Information

3min

Delivering Early Value in Financial Advisory Relationships

14min

In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value.

Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver a comprehensive financial plan may be necessary, there are other value points before this that advisors can lean into. You’ll learn from Abby and Jordan the types of activities you can focus on, how to identify the right activities, and the importance of getting feedback to make sure you’re focusing on the right things.

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