

Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
Episodes
Mentioned books

Sep 4, 2025 • 12min
The Three Stages of RIA Growth
Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.

Aug 28, 2025 • 8min
Why You Need Organizational Clarity
Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.

Aug 7, 2025 • 11min
The 9 Elements Of Your Clients' Main Job [226]
Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to marketing initiatives, ensuring they remain focused on what truly matters to clients.

Jul 24, 2025 • 14min
225: How To Figure Out What Clients Actually Want
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.

Jul 17, 2025 • 32min
224: Structuring The Perfect 30-Min Consultation (Replay)
Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.

6 snips
Jul 10, 2025 • 11min
223: You're Not Growing Because You're Not Relevant
Jordan dives into the crucial reason many advisors stagnate: a lack of understanding of their clients' core needs. He highlights the importance of identifying clients' 'main thing' for effective growth. The discussion addresses the pitfalls of generic solutions and emphasizes crafting a tailored client journey. By focusing on what clients truly desire, advisors can shift from merely surviving to thriving in their businesses.

Jul 3, 2025 • 27min
222: Introducing Elements AI Assessments
Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments! You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables. If you want to attend our webinar introducing this new feature use the link below: https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/

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.

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.

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.