Not All Clients Need Financial Planning [190]

In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. 

He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuable tool. Advisors should ask themselves and their clients two critical questions: What is the most valuable thing you do, and why is it valuable? 

Tune in to discover how focusing on what clients genuinely need can transform your practice and client relationships.