Elementality for Financial Advisors | Elements Financial Vitals System™

Mar 06 2025 227 ep. 27 mins 60
Elementality for Financial Advisors | Elements Financial Vitals System™ Podcast artwork

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.

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Make Financial Advice More Tangible (Part 2/4) [205]

Mar 06 2025 16 mins  
Jordan explores how to help prospects understand how a financial advisor’s service can solve their core job to be done, rather than just treating symptoms. In this episode you’ll learn the importance of sequencing your service description after problem diagnosis, how to effectively position yourself in the minds of your prospects, and how to achieve service clarity through the

Your Prospect's Problem Dictates Your Value (Part 1/4) [204]

Feb 27 2025 13 mins  
Jordan explores the first of four components of customer perceived value: identifying and isolating the core problem⁠. Through relatable examples and personal experiences, Jordan discusses why understanding the fundamental problem, rather than just addressing symptoms, is crucial for clients to see the true value in financial services⁠.

3 Questions To Help Orient Your Prospects [203]

Feb 20 2025 14 mins  
In this episode, Jordan discusses the importance of orienting prospects to their financial situation. Specifically, he walks through the three questions he seeks to answer for prospects that help guide the conversation and address the things that prospects most commonly think about as it relates to their finances.

4 Data Gathering Tips For Prospecting [202]

Feb 13 2025 16 mins  
In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include: Encouraging prospects to be less precise in the information they add Sending a short video explaining the process The “trojan horse�

Provide Clarity Before You Sell [201]

Feb 06 2025 10 mins  
Jordan shares insights from his recent presentation at a dental conference where he introduced a unique approach to financial consulting inspired by Patrick Lencioni's book "Getting Naked". Rather than leading with firm credentials and services, Jordan demonstrates how starting with clarity about clients' current financial health and actively listening to their concerns creates mor

Find Your Value Sweet Spot, Then Stop [200]

Jan 30 2025 8 mins  
Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.

Avoid These 3 Sales Myths [199]

Jan 23 2025 17 mins  
Jordan discusses key insights from the book "Demand Side Sales 101" by Bob Moesta, which challenges three common sales myths and introduces a fresh perspective on selling financial advice. The book emphasizes that sales aren't random but rather caused by specific struggling moments in clients' lives, and that people buy for their own reasons rather than being convinced by salespeop

A New Way To Successfully Buy Leads [198]

Jan 16 2025 18 mins  
In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple touchpoints with potential clients

When Tech Is Better Than A Human Advisor [197]

Jan 09 2025 8 mins  
Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances⁠.

Why You Should Try New Things [196]

Jan 02 2025 9 mins  
Jordan explores the relationship between theory and experience through the lens of a quote he shared on LinkedIn recently. He makes a case for why both elements are essential - theory provides the framework for learning from experience, while testing theories through action leads to true wisdom. Drawing from his reading of "Demand-Side Sales 101" and the Jobs to be Done framework,