Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Why Prospects Don’t Trust You Or Your Firm (3 of 4)

Mar 13, 2025
08:03

Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems.

Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner