Elementality for Financial Advisors | Elements of Financial Planning System™

Elementality for Financial Advisors | Elements of Financial Planning System™

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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.

Recent Episodes

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  • A Modern Service For Modern Clients [187]

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  • Unlock More Consultations By Killing Complexity [186]

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  • 4 Things To Unlock Conversations At Scale [184]

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