Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the application of this template through synchronous interactions, such as prospecting and client check-ins, and asynchronous interactions like email and video assessments. Learn practical strategies to deliver significant value in a short timeframe and discover ways to scale these financial conversations effectively.
Elementality for Financial Advisors | Elements Financial Vitals System™