How To Structure The Perfect 30-Min Consultation [182]

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Elementality for Financial Advisors | Elements Financial Vitals System™ »
How To Structure The Perfect 30-Min Consultation [182]

6d ago 31:13

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MP3•Bölüm sayfası

Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical field, underscoring the importance of validated information and mutual understanding. The episode concludes with practical advice on being directional rather than prescriptive, ensuring that clients leave with actionable steps.

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