Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
251 episodes
1 week ago
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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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.
How To Unlock The Power Of Client Referrals (Replay)
Elementality for Financial Advisors | Elements Financial Vitals System™
22 minutes 45 seconds
5 months ago
How To Unlock The Power Of Client Referrals (Replay)
Elementality for Financial Advisors | Elements Financial Vitals System™
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.
