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

Elementality for Financial Advisors | Elements Financial Vitals System™

Latest episodes

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Jun 26, 2025 • 11min

Value Adds Don't Always Add Value [221]

Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.
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Jun 19, 2025 • 29min

220: PandoWealth's 12-Month Onboarding Process with Thomas Meek

Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboarding engagement, and why PandoWealth does a full relationship refresh every 5 years with their clients.
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Jun 12, 2025 • 9min

Separate Your Solutions From Their Problems [219]

Jordan discusses a transformative shift in his sales approach, focusing on the power of the "desired future state" question in prospect conversations. He shares how asking prospects to envision their success three years into the future helps uncover both intangible long-term goals and specific tangible needs, allowing for more meaningful and client-centered financial planning discussions.
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Jun 5, 2025 • 46min

How To Sell An Employee Wellness Service [218]

Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you’ll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as… What motivates employers to purchase a financial wellness service What motivates employees to engage with a wellness program And what motivates advisors to build this service in the first place Sign up for the webinar on June 10 using this link.
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May 29, 2025 • 8min

When Scale & Consistency Destroy Progress [217]

Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a “pre-scale” phase of developing effective services for clients—an effect.
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May 22, 2025 • 14min

How To Start Building A Coaching Service [216]

Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything: What is your motivation for this program? Why would someone need this service over your core financial planning service? What is the clients’ core job to be done? How will you know if your program is successful for you and for the client?
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May 15, 2025 • 23min

How To Unlock The Power Of Client Referrals (Replay)

Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunities and valuable relationships.
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10 snips
May 8, 2025 • 16min

Qualifying Prospects And Discovering Value [214]

Discover how strategic conversations can transform client engagement in financial advising. Delve into insights from 'The Four Conversations' and learn to shift from traditional sales presentations to meaningful dialogues. Explore effective strategies for qualifying prospects and uncovering what truly adds value for clients. This insightful discussion offers actionable tips to enhance the advisor-client relationship.
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May 1, 2025 • 18min

Settling The Debate: Theory Vs. Proven Systems [213]

Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.
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Apr 24, 2025 • 11min

4 Topics For Your Quarterly Service Calendar [212]

Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.

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