Shows
Brand StoriesJordan Haines: Stages of Motion in Financial AdviceJordan Haines, CFP, Founder of Scaling Motions explains how financial advisors can achieve the growth they're aiming for.
2025-09-1527 min
Elementality for Financial Advisors | Elements Financial Vitals System™229: Building Your Buyers JourneyJordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the "flip" with new prospect.
2025-09-1108 min
Elementality for Financial Advisors | Elements Financial Vitals System™The Three Stages of RIA GrowthExplore 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.
2025-09-0412 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why You Need Organizational ClarityJordan 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.
2025-08-2808 min
Elementality for Financial Advisors | Elements Financial Vitals System™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.
2025-08-0711 min
Elementality for Financial Advisors | Elements Financial Vitals System™225: How To Figure Out What Clients Actually WantJordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.
2025-07-2414 min
Elementality for Financial Advisors | Elements Financial Vitals System™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.
2025-07-1731 min
Elementality for Financial Advisors | Elements Financial Vitals System™223: You're Not Growing Because You're Not RelevantJordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients' "main thing" is—what's relevant to them. Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.
2025-07-1011 min
Elementality for Financial Advisors | Elements Financial Vitals System™222: Introducing Elements AI AssessmentsJordan 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/
2025-07-0326 min
Elementality for Financial Advisors | Elements Financial Vitals System™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.
2025-06-2611 min
Elementality for Financial Advisors | Elements Financial Vitals System™220: PandoWealth's 12-Month Onboarding Process with Thomas MeekJordan 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.
2025-06-1928 min
Elementality for Financial Advisors | Elements Financial Vitals System™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.
2025-06-1209 min
Elementality for Financial Advisors | Elements Financial Vitals System™How To Sell An Employee Wellness Service [218]Jordan welcomes Abby Morton to the program to talk about how to sell an employee financial wellness program to employers. In this episode you'll learn the data behind the opportunity for employer-sponsored financial wellness programs as well as… What motivates employers to purchase a financial wellness service What motivates employees to engage with a wellness program And what motivates advisors to build this service in the first place Sign up for the webinar on June 10 using this link.
2025-06-0546 min
Elementality for Financial Advisors | Elements Financial Vitals System™When Scale & Consistency Destroy Progress [217]Building something that is relevant and valuable to clients take a period of inconsistency that can oftentimes feels chaotic. Today, Jordan advocates for inconsistency in a "pre-scale" phase of developing effective services for clients—an effect.
2025-05-2908 min
Elementality for Financial Advisors | Elements Financial Vitals System™How To Start Building A Coaching Service [216]Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything: What is your motivation for this program? Why would someone need this service over your core financial planning service? What is the clients' core job to be done? How will you know if your program is successful for you and for the client?
2025-05-2214 min
Elementality for Financial Advisors | Elements Financial Vitals System™Qualifying Prospects And Discovering Value [214]Jordan explores "The Four Conversations" by Blair Enns, focusing on the qualifying and value conversations in the sales process. He talks about transforming sales from presentations to meaningful dialogues, examining how to qualify prospects and understand what truly constitutes value for clients.
2025-05-0816 min
Elementality for Financial Advisors | Elements Financial Vitals System™Settling The Debate: Theory Vs. Proven Systems [213]Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.
2025-05-0118 min
Elementality for Financial Advisors | Elements Financial Vitals System™4 Topics For Your Quarterly Service Calendar [212]Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.
2025-04-2411 min
Elementality for Financial Advisors | Elements Financial Vitals System™How To Build A Monthly Service Calendar [211]Jordan explains how financial advisors can implement a monthly service calendar to proactively monitor and communicate with clients about their financial health. The episode breaks down a three-step process - verify, assess, and report - that advisors can use to efficiently review and provide feedback on specific financial elements like savings rate and liquidity, typically taking no more than 4-5 hours per month for a client base of 100-150 people.
2025-04-1719 min
Elementality for Financial Advisors | Elements Financial Vitals System™Stop Being Mistaken For Everyone Else [210]Jordan explores why financial professionals need to intentionally position themselves to avoid being mentally categorized alongside other financial specialists. Learn how to differentiate yourself through clear contrasts and category ownership, transforming from a commodity into a true decision-making partner who delivers cohesive, designed experiences for clients.
2025-04-1014 min
Elementality for Financial Advisors | Elements Financial Vitals System™What Are You Solving For? [208]Jordan explores the concept of "solving for chaos" in financial advisory services. Drawing from his experience at Dentist Advisors, Jordan discusses how identifying and addressing financial chaos through organized, intentional processes can transform client relationships and deliver meaningful value.
2025-03-2710 min
Elementality for Financial Advisors | Elements Financial Vitals System™Your Price Is Not The Problem (4 of 4)Jordan dives into the fourth and final component of client perceived value: price. He explores why pricing isn't usually the real problem when clients object to costs, but rather a symptom of not effectively communicating value. Through personal experiences at Elements and as a financial advisor, Jordan demonstrates how understanding and confidently solving core client problems leads to natural price justification. This episode completes a four-part series examining the essential components of client perceived value: understanding the problem, providing the right solution, establishing trust, and justifying price.
2025-03-2010 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why Prospects Don't Trust You Or Your Firm (3 of 4)Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems. Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.
2025-03-1308 min
Elementality for Financial Advisors | Elements Financial Vitals System™Make Financial Advice More Tangible (Part 2/4) [205]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 three-ten framework.
2025-03-0616 min
Elementality for Financial Advisors | Elements Financial Vitals System™Your Prospect's Problem Dictates Your Value (Part 1/4) [204]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.
2025-02-2713 min
Elementality for Financial Advisors | Elements Financial Vitals System™3 Questions To Help Orient Your Prospects [203]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.
2025-02-2014 min
Elementality for Financial Advisors | Elements Financial Vitals System™4 Data Gathering Tips For Prospecting [202]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" of data gathering Requiring less from people.
2025-02-1316 min
Elementality for Financial Advisors | Elements Financial Vitals System™Provide Clarity Before You Sell [201]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 more meaningful connections. The episode highlights how this consultative approach, combined with practical tools for assessing financial health, helped dentists better understand their current financial situation, even those who already had financial advisors.
2025-02-0610 min
Elementality for Financial Advisors | Elements Financial Vitals System™Find Your Value Sweet Spot, Then Stop [200]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.
2025-01-3008 min
Elementality for Financial Advisors | Elements Financial Vitals System™Avoid These 3 Sales Myths [199]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 salespeople. Jordan illustrates how understanding these principles can transform how financial advisors approach and connect with potential clients.
2025-01-2317 min
Elementality for Financial Advisors | Elements Financial Vitals System™A New Way To Successfully Buy Leads [198]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 before personal contact. Through a detailed case study, Brandon demonstrates how this approach helped transform a client's initial investment inquiry into a comprehensive financial planning relationship, addressing deeper financial needs beyond the presenting problem.
2025-01-1718 min
Elementality for Financial Advisors | Elements Financial Vitals System™When Tech Is Better Than A Human Advisor [197]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.
2025-01-0908 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why You Should Try New Things [196]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, Jordan encourages listeners to approach theories with curiosity and be willing to test new ideas, regardless of their source.
2025-01-0209 min
Elementality for Financial Advisors | Elements Financial Vitals System™Preview: The Elements Of Money Show [195]Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how to figure out exactly how much liquid cash you need. Whether you're new to Elements or a long-time user, this client-focused demo reveals how the methodology "acts in the wild" and helps everyday people gain clarity around their finances.
2024-12-1912 min
Elementality for Financial Advisors | Elements Financial Vitals System™Clarify Pain to Unlock Client Action [194]Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high. Jordan and Abby explore a framework that includes uncovering and articulating the true pain points clients experience. By helping clients name and understand their financial anxieties, advisors can foster trust, encourage action, and bring meaningful value at scale. Tune in to learn how focusing on the underlying financial "pain" can enhance your coaching approach and drive better engagement.
2024-12-1233 min
Elementality for Financial Advisors | Elements Financial Vitals System™Don't Be Comprehensive [193]Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek. Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.
2024-12-0508 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why Orientation Is A Faster Value Proposition [192]Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments. Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper client relationships.
2024-11-2110 min
Elementality for Financial Advisors | Elements Financial Vitals System™Not All Clients Need Financial Planning [190]In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements' core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuable tool. Advisors should ask themselves and their clients two critical questions: What is the most valuable thing you do, and why is it valuable? Tune in to discover how focusing on what clients genuinely need can transform your practice and cl...
2024-11-0710 min
Elementality for Financial Advisors | Elements Financial Vitals System™The Case For Coaching As A Separate Service [189]Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financial coaching and traditional financial advising, discussing how coaching focuses on immediate client needs like cash flow management, debt reduction, and financial health, without delving into investments or insurance. They address the industry's need to define financial coaching clearly and consider how it can be in...
2024-10-3133 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why Value Adds Are Hurting Your Business [188]Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you'll learn: The importance of identifying what truly makes your services unique Why your clients need to understand that value How to reliably and consistently deliver that value. Before you jump into offering additional features or services, Jo...
2024-10-2409 min
Elementality for Financial Advisors | Elements Financial Vitals System™A Modern Service For Modern Clients [187]Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per client—may not meet the needs of modern consumers seeking quicker, more accessible advice. He explores innovative ways advisors can expand their services beyond the conventional model, such as offering simplified coaching programs or financial wellness initiatives for employers. Jordan invites listeners to think differently about serving clients and to share their ideas on d...
2024-10-2107 min
Elementality for Financial Advisors | Elements Financial Vitals System™Unlock More Consultations By Killing Complexity [186]What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unveil how Elements simplifies data gathering and analysis. Learn how to deliver personalized advice efficiently, scale your impact, and make financial planning accessible to more people. If you're ready to give advice really fast and revolutionize your practice, this episode is a must-listen!
2024-10-1020 min
Elementality for Financial Advisors | Elements Financial Vitals System™How To Build a 10-Min Data Gathering ProcessIn this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips to make the data-gathering process less intimidating for clients, so you can both get the most out of every high-impact meeting. Tune in to learn how a streamlined approach can transform your client interactions and make financial planning feel effortless.
2024-10-0327 min
Elementality for Financial Advisors | Elements Financial Vitals System™4 Things To Unlock Conversations At Scale [184]Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecdotes and practical advice, Jordan explains how focusing on these core principles can help financial advisors provide valuable service to the majority of their clients. Tune in to learn how to effectively engage clients and ensure their financial well-being through foundational financial principles.
2024-09-2611 min
PullHitter Fantasy BaseballEP 274: Champions League Episode #14 w/ Jordan RosenblumJoin host Rob D as I welcome Jordan Rosenblum onto the show to talk about his standing in the NFBC Champions League Qualifier, some over arching strategy for the contest and much more!
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2024-09-2035 min
Elementality for Financial Advisors | Elements Financial Vitals System™8 Places to Apply The Perfect 30-Min Consultation [183]Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the application of this template through synchronous interactions, such as prospecting and client check-ins, and asynchronous interactions like email and video assessments. Learn practical strategies to deliver significant value in a short timeframe and discover ways to scale these financial conversations effectively.
2024-09-1919 min
Elementality for Financial Advisors | Elements Financial Vitals System™How To Structure The Perfect 30-Min Consultation [182]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.
2024-09-1231 min
Elementality for Financial Advisors | Elements Financial Vitals System™6 Secrets to Killer Client Deliverables (180)Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more "A-HA!" moments, killer client deliverables can be a game changer in your business.
2024-08-2918 min
Elementality for Financial Advisors | Elements Financial Vitals System™Simplifying Financial Health for Better Advice [179]In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building models for people in their accumulation years, and the inadequacy of current financial technology. The conversation highlights the importance of building liquidity, overcoming fear-driven financial decisions, providing tailored advice early in one's career, and leveraging client-centric technology.
2024-08-2235 min
Elementality for Financial Advisors | Elements Financial Vitals System™Diet & Exercise For Personal Finance [178]Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the "foundations of finance" he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity
2024-08-1505 min
Elementality for Financial Advisors | Elements Financial Vitals System™Ditch Projections For Peer Benchmarking [177]Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for financial advisors aiming to enhance client engagement and support better financial outcomes. 01:28 Probability of Success vs. Social Comparison 04:28 The Role of Social Comparison in Financial Advice 10:21 Using Data to Motivate Behavioral Change 13:58 Challenges and Solutions for Younger Generations 19:23 Concluding Thoughts...
2024-08-0820 min
Elementality for Financial Advisors | Elements Financial Vitals System™Comparison That Is Actually Good [176]Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive results.
2024-08-0111 min
Elementality for Financial Advisors | Elements Financial Vitals System™Manage Your Firm & Clients Incrementally [175]Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of their head and implement a system to turbocharge their business. They also discuss how advisors could use EOS as a tool to help their clients get things done.
2024-07-2533 min
Elementality for Financial Advisors | Elements Financial Vitals System™Plan For Now, Not The Future [174]Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success. Brett Maikowski, CFP® LinkedIn Post
2024-07-1809 min
Elementality for Financial Advisors | Elements Financial Vitals System™Beyond The Financial Plan w/ Ashley Quamme [173]Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important considerations including: Making sure your curious enough to identify when an emotional thread may need to be pulled. Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have s...
2024-07-1134 min
Elementality for Financial Advisors | Elements Financial Vitals System™Don't Miss Your Client's Emotional Threads [172]Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It's often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you're not looking for it, you may miss an opportunity to change a client's life.
2024-07-0409 min
Elementality for Financial Advisors | Elements Financial Vitals System™Focus Only On Foundational Behaviors w/ Joshua Humada [171]Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question "what if we could build a successful financial advice business by only delivering on these core habits and behaviors?" If you're an advisor thinking about how you can scale your advice, deliver the value your clients actually want, or want to scale your personal time then this episode is for you
2024-06-2723 min
Elementality for Financial Advisors | Elements Financial Vitals System™Do These 2 Things Before You Do A Financial Plan [170]Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advisor should have specific steps in their process to account for these things and tactical way an advisors can assess whether these things have been done for a client.
2024-06-2012 min
Elementality for Financial Advisors | Elements Financial Vitals System™What Is Financial Orientation? w/ Brandon Galici [169]In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and not all the additional things many advisors provide. If you're interested in how you can deliver on the things your clients actually care about, then this episode is for you
2024-06-1338 min
Elementality for Financial Advisors | Elements Financial Vitals System™Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client's journey If you're wondering if financial coaching is right for your practice, then this episode is for...
2024-05-3033 min
Elementality for Financial Advisors | Elements Financial Vitals System™Understanding Client Spending w/ Erik Baskin [166]In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik's journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.
2024-05-2334 min
Elementality for Financial Advisors | Elements Financial Vitals System™Delivering Value To Clients Sooner w/ Abby MortonIn this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client's and a prospect's initial journey with a financial advisor: time to value. Listening to this conversation you'll learn that while taking a long time (i.e. 45 days) to deliver a comprehensive financial plan may be necessary, there are other value points before this that advisors can lean into. You'll learn from Abby and Jordan the types of activities you can focus on, how to identify the right activities, and...
2024-05-0231 min
Mile High FI PodcastAccidental FI, Early Retirement, & Subtle Art of Living FI - Bob Haines | MHFI 210Doug and Carl chat with Bob Haines who is a well-known figure in the FI community due to his frequent attendance of various FI-related events such as FinCon, EconoMe, Chautauqua, and CampFI. Bob recounts his financial journey from initially finding FI through the Tim Ferriss podcast, to discovering that he was accidentally FI already, to transitioning fully into the world of early retirement almost five years ago. Bob also discusses the changes he’s seen in the FI community over the years and the power of FI events.
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2024-04-091h 14
The London LyceumFatCat and Catechesis with Todd Hains and Natasha KennedyJordan talks with Todd Haines and Natasha Kennedy about the FatCat series of books, how to catechize our children, why it matters, whether we can depict Jesus in books, and more!Resources:1) The entire FatCat series of books!Support this podcast at — https://redcircle.com/the-london-lyceum4672/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2024-03-2049 min
Respect The ProcessFrom Surf Films To Major Commercials With Director Ross Haines.Filmmaker Ross Haines shares how his career making spots has grown and tells us about his short film "Around the Band". Ross got his start editing surf films in Hawaii, joined Beyoncé's team for her HBO feature doc, Life Is But a Dream and helped launch DC Shoes' internal film department. We discuss "Around the Band," as a visual poem comprised of vignettes, and shares stories from working with brands that include NIKE, FORD, TRAVELOCITY, RAM, LINCOLN MOTORS, JOSE CUERVO, FENDER, VANS, LEVI'S, GATORADE, and renowned agencies Droga5, BBDO, HUGE, R/GA, Edleman and Ogilvy. He a...
2024-02-281h 20
Elementality for Financial Advisors | Elements Financial Vitals System™Validation: What Clients Really WantDiscover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.
2024-01-1617 min
The Alaska Fisheries Report from KMXTAlaska Fisheries Report 18 May 2023This week on the Alaska Fisheries Report with Terry Haines: KCAW’s Robert Woolsey’s spotlight on three Sitka salmon trollers facing a court ordered closure.
Photo: Sitka troller Eric Jordan (Sitka Conservation Society/Bethany Goodrich)
2023-05-1814 min
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2023-03-2800 min
New Planner PodcastEp #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan HainesJordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company where he trained other planners on financial planning software. If you are interested in what other positions are available in the financial planning industry, this is an episode you won't want to miss. Listen in as Jordan shares how he got hooked on financial planning, how he found internships and passed the CFP exam in college, and what...
2023-02-1730 min
#Clockedin with Jordan Edwards#92 - Austin Haines - Founder of The Flashpoint MovementSend us a textAustin Haines joins #Clockedin with Jordan Edwards and shares his story of creating Flashpoint and How This Realization Changed his Life and Can Yours Too!Austin is the author of the Amazon Best-selling book Flashpoint Your Turnaround Story Starts Here. As your Flashpoint Master Facilitator, Austin guides you to experience your Flashpoint. Austin became an Award-Winning Speaker, Trainer, Podcast Host, and Coach. He reaches his audiences wherever they are on their growth path and engages them on a life journey to propel them forward towards their own Flashpoint.Austin’s...
2022-09-2046 min
The Austin James Haines PodcastFlashpoint ∞ Jordan Edwards & Juanita Kapp ∞ S3:E1Join us as we kick off a brand new season for Flashpoint TV! Learn about two more incredible breakthrough stories that will inspire you and get you moving.Jordan Edwards: Living an exceptional life, Travel, Merchant Processing, Coaching, Podcasting etcStory Overview:Jordan has a unique combination of personal and professional experience that has allowed him to help his clients achieve success. Prior to working at CitiGroup, Jordan traveled around the world from Thailand to Israel to Europe and back. He has met with the most influential leaders, including Founder of Reebok, Joseph...
2022-09-0259 min
Recovering From RealityEp. 149 Embracing Parenting and Postpartum as a Season of Change with Brandi JordanToday’s guest is Brandi Jordan! Brandi has been helping new families grow, adjust, and find balance for almost two decades. She is a Board Certified Lactation Consultant, Pediatric Sleep Specialist, Newborn Care Specialist and a Postpartum Doula. (bio via thecradlecompany.com) She’s also the host of the Dear Doula podcast on the Dear Media network! In this episode, we discuss how Brandi became a Doula, the importance of the postpartum period, the cultural differences of parenting between France + the US, how socioeconomic status can impact breastfeeding, our thoughts on the formula shortage, the importance of using your intuition whe...
2022-06-2031 min
Dear DoulaTrauma, resilience, and living on your own terms with Alexis HainesBrandi has a candid conversation with ex-reality star, fellow doula, mom and host of the hit podcast Recovering From Reality Alexis Haines. Relationships, childhood trauma, and mental health are just a few of the topics they both talk frankly and openly about. Put your feet up and grab your coffee for a deep conversation about the complicated and beautiful role called “mom”. We mentioned resources related to mental health support via Postpartum Support International. Also ifyou wanted to check your “trauma” scores d how it relates to our physical health here is the link to the A.C...
2022-06-1730 min
Raise the bar with Troy HainesRaise the Bar Podcast // Episode 8 Featuring: Jordan WesnerWesner competes exclusively in the high jump. a Florida State Track and Field athlete, a 2X Olympic Trials Finalist, as well as a 2016 NCAA Championships qualifier, a two-time American Athletic Conference champion, a Five-time All-American Athletic Conference, Twelve high jump titles Three-time U.S. Track and Field/Cross Country Coaches (USTFCCA) All-Academic and a Three-time American Athletic Conference All-Academic. with love for basketball!Support this podcast at — https://redcircle.com/raise-the-bar-with-troy-haines/donations
2022-06-0752 min
That Was Great... Wasn't It?TWGWI: S1E10 - Roll To Victory Feat. Bob Haines (Cretin's Guild, Skipper Bob's Breakdowns)Hello, greetings, and good day. My name is Keith Gawla and welcome to/thanks for listening to That Was Great… Wasn’t It?
Each week I’ll be joined by my friends, both old and new, to reminisce on our youth via the nostalgic power of Saturday Morning Cartoons. We’ll be revisiting shows from the 70s, 80s, and early 90s. Some are classics, some are classics with air quotes, but all will have us pondering the same philosophical conundrum, That Was Great…. Wasn’t It?
Season 1 we are breaking down ProStars. ProStars was part of NBC’s 199...
2022-04-191h 02
Collective Power PodcastRelationships Series: How Do We Build Authentic Partnership Across Race Lines? with Dr. Audrey JordanThis episode is an exploration of what gets in the way of partnerships between Black women and white women: control, superiority, power struggles, and plantation narrative. We also talk about the white wounds that we unwillingly bring into the work and what's possible when we heal and move beyond the wounds. Dr. Audrey Jordan is the Jerry D. Campbell Professor and DEI Specialist at Claremont Lincoln University, and is a certified executive life coach, focused on “accompanying social justice leaders and teams to unchain power for transformation.” Audrey is also currently an independent consultant with her own pract...
2022-01-301h 02
The Freed Man PodcastEp 31: THE BAND IS BACK TOGETHER BABY!Oh yes. After months and months, the PHAT Team is back together in person again, coming to you live (read: not live) from our Banksia studio. We've already cracked open a few beers before the record, so it's a little loose, but hey, lockdown is over, COVID is over apparently according to No Con Dom, and we enjoying each other's scent again.Vin Diesel makes an appearance, we celebrate all the frontline workers, Italy has banned Godfathers for some reason, AFL a$$hole Jordan de Goey is up to no good again, Phil has a political rant...
2021-11-0356 min
The Dissenter#526 Jordan Moss: The Psychology of the Alt-right and the PC Authoritarians and Liberals------------------Support the channel------------
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2021-09-2454 min
Everything Is MarketingJordan O'Connor — $40k/mo Solo, SEO For Indie Hackers, & Charging MoreOn the show today is Jordan O'Connor. Jordan is the founder of Closet Tools, a web app that helps Poshmark sellers.I wanted to bring him on because Jordan has an inspirational story going from hundreds of thousands of dollars in student loan debt to making over $40k per month as the solo founder of a software company.You'll hear about how just 5 blog posts drive the majority of the traffic and revenue for Closet Tools, the strategies he used to get his first users, and how he thinks about platform risk.More...
2021-08-231h 02The Freed Man PodcastS2, Ep20: Monster Episode! Happy New Financial Year! It's tax time, we're in lockdown and...WE GOT NEW SOUND EQUIPMENT BABY!Hero of the Week: Ray Warren, Roy Bing & Jordan Charles Herbert.Hold My Beer: One Drop Brewing Co Mango Milkshake IPA, Delirium Tremens & Chur Hop Buddies #9 Pinky and The Brain Hazy IPA All your poddy needs: freedmanpod.comOur twentieth episode of the season and we're not only celebrating the new financial year with fancy new mics and sound equipment, but we're also in lockdown! Joy! So we recorded remotely from our own studios, and did our magic. We had lots to catch up on - including Adzo pulling his pork, Phil defiantly...
2021-07-072h 36
Elementality for Financial Advisors | Elements Financial Vitals System™Unleash Advisors With a Shared Resource StrategyThe same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When fees have nowhere to hide, the sales cycle can take longer; when planning is process-driven, the costs of staffing and technology go up; and when commissions take a back seat to the client's best interest, an advisor's time comes at a premium. In order for the world to embrace the habits of holistic financial health, costs will have to come down. In this episode of Elementality, Reese Harper brings in Justin Copier, Managing Director of Dentist Advisors, to t...
2020-09-1533 min
Elementality for Financial Advisors | Elements Financial Vitals System™The Pricing Problem You Can't Ignore With Matthew JacksonThe fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to a boil. How long can your prices be justified by your value proposition before clients start to wonder if you're blowing steam? Do your clients understand what they are paying for? Let's be honest—do you understand what they are paying for? In this episode of Elementality, Reese Harper welcomes pricing expert and financial industry veteran, Matthew Jackson of Dialektic Consulting to discuss the shelf life of asset-based pricing, the challenges and opportunities of changing your fee structure, the di...
2020-09-0839 min
Elementality for Financial Advisors | Elements Financial Vitals System™Why Your Stance on Liquidity Needs to be More Fluid"Pay off your loans." "Maximize your retirement plan contributions." "Invest in real estate." Perhaps these nuggets of advice apply broadly to the masses, but when do they get in the way of your clients' progress? In this episode of Elementality, Reese welcomes Abby Morton, CFP® at Dentist Advisors to talk about the role of liquidity in a financial plan—especially for small business owners. You'll learn how to calculate an Element® called Liquid Term (Lt) and how it can be used to understand the source of your clients' frustrations or achievements. The principles discussed in this episode are...
2020-09-0129 min
Elementality for Financial Advisors | Elements Financial Vitals System™Defining and Selecting Your Niche With Patrick BrewerThe client-advisor relationship is a two-way street. At least it should be. As the advisor, you have just as much say about who you work with as the client does. So who will it be? How will you define your target audience, and how will you stay committed? In this episode of Elementality, Reese Harper welcomes Patrick Brewer, CEO of SurePath and host of the Model FA podcast, to expose the challenges and opportunities of building your firm around a niche clientele. With so much riding on the vertical you choose, what are the biggest questions you should ask...
2020-08-2540 min
Elementality for Financial Advisors | Elements Financial Vitals System™How Advisors Can Solidify Their Value in a Robo EconomyIn healthcare, the roles of humans and technology are front and center. Machines do X-rays and MRIs, and then doctors prescribe treatments. The approach to financial health should be no different—gather data, perform analysis, make decisions, and take action—and leverage the respective strengths of advisors and technology. But most financial planning software was never developed with the client/advisor relationship in mind, which makes real planning labor-intensive. In this episode of Elementality, David Weiss, Chief Technology Officer of Elements®, joins Reese Harper to talk about the insights and philosophies driving the development of the Elements® app. You'll hear a...
2020-08-1836 min
Elementality for Financial Advisors | Elements Financial Vitals System™A Better Way to Answer Your Clients' #1 QuestionOur discussion about the most important indicators of financial health begins with the mother of all Elements®, Total Term (Tt). When a client asks, "Am I on the right track?" your job is to have an informed answer—and an accurately calculated Tt score can give you the foundation for a productive conversation. In this episode of Elementality, Reese Harper and Ryan Isaac explain how Tt objectively measures progress toward financial independence and the rate at which someone's Tt score should grow throughout a typical career. This is the brass tacks approach to measuring your clients' financial pro...
2020-08-1032 min
Elementality for Financial Advisors | Elements Financial Vitals System™Making the Move from Broker Dealer to RIAAs investment management becomes more of a commodity and the advisor's value proposition shifts away from products, a differentiated approach—one that demonstrates real planning and meaningful advice—will ultimately separate the contenders from the pretenders. But walking away from a commission-supported salary into a fee-only model isn't an easy decision. In this episode of Elementality, Reese Harper welcomes Matt Mulcock, CFP® who talks about his transition from Fidelity Investments to Dentist Advisors. Matt recalls the unknowns he was facing, the trade-offs he had to consider, and the learning curve he had to go through. He also share...
2020-08-0426 min
Elementality for Financial Advisors | Elements Financial Vitals System™When is it Time to Hire Professional Management?You're part advisor, part entrepreneur. More clients create more stability, but they can also take up all of your available time, leaving nothing for the business. How long can you sustain your growth without a dedicated business manager? In this episode of Elementality, Reese Harper welcomes Justin Copier, Chief Operating Officer at Dentist Advisors, to talk about the start and evolution of their working relationship. You'll hear Reese explain the triggers that put him on the search for another manager, the skill set he was looking for, and things you might consider before pursuing a similar hire for your...
2020-07-2827 min
Elementality for Financial Advisors | Elements Financial Vitals System™Real Financial Planning Starts With a Real ProcessThere's no universal standard for financial planning, which means you'll have to put your own stake in the ground and define what it means for your firm. Where does your minimum offering begin and your maximum offering end? And how will you control the service experience as more clients and advisors enter the mix? In this episode of Elementality, Reese Harper and Ryan Isaac, co-founders of Dentist Advisors, describe the art and science of measuring financial health and the evolution of their Elements® planning methodology.
2020-07-2122 min
Get Lost In Your Day With A Addictive Full Audiobook.The Devil's Bones by Carolyn HainesPlease visithttps://thebookvoice.com/podcasts/1/audiobook/420471to listen full audiobooks.
Title: The Devil's Bones
Series: #21 of Sarah Booth Delaney Mysteries
Author: Carolyn Haines
Narrator: Kate Forbes
Format: Unabridged Audiobook
Length: 10 hours 44 minutes
Release date: July 21, 2020
Ratings: Ratings of Book: 4.4 of Total 5
Ratings of Narrator: 5 of Total 2
Genres: Police & Detective
Publisher's Summary:
The latest novel in the series that Kirkus Reviews characterizes as “Stephanie Plum meets the Ya-Ya Sisterhood” featuring sassy Southern private investigator Sarah Booth Delaney. As Sarah Booth sees it, Easter weekend is a time to celebrate life in all its many forms. So when the newly-pregnant Tinkie invites her a...
2020-07-2110h 44
Full Trial Audiobooks in Mystery, Thriller & Horror, Police & DetectiveThe Devil's Bones by Carolyn HainesPlease visit https://thebookvoice.com/podcasts/1/audiobook/420471 to listen full audiobooks. Title: The Devil's Bones Series: #21 of Sarah Booth Delaney Mysteries Author: Carolyn Haines Narrator: Kate Forbes Format: Unabridged Audiobook Length: 10 hours 44 minutes Release date: July 21, 2020 Ratings: Ratings of Book: 4.4 of Total 5 Ratings of Narrator: 5 of Total 2 Genres: Police & Detective Publisher's Summary: The latest novel in the series that Kirkus Reviews characterizes as “Stephanie Plum meets the Ya-Ya Sisterhood” featuring sassy Southern private investigator Sarah Booth Delaney. As Sarah Booth sees it, Easter weekend is a time to celebrate life in all its many forms. So when the newly-pregnant Tinkie invit...
2020-07-2105 minGrab the Essential Full Audiobooks in Mystery, Thriller & Horror, Police & DetectiveThe Devil's Bones by Carolyn HainesPlease visithttps://thebookvoice.com/podcasts/1/audiobook/420471to listen full audiobooks.
Title: The Devil's Bones
Series: #21 of Sarah Booth Delaney Mysteries
Author: Carolyn Haines
Narrator: Kate Forbes
Format: Unabridged Audiobook
Length: 10 hours 44 minutes
Release date: July 21, 2020
Ratings: Ratings of Book: 4.4 of Total 5
Ratings of Narrator: 5 of Total 2
Genres: Police & Detective
Publisher's Summary:
The latest novel in the series that Kirkus Reviews characterizes as “Stephanie Plum meets the Ya-Ya Sisterhood” featuring sassy Southern private investigator Sarah Booth Delaney. As Sarah Booth sees it, Easter weekend is a time to celebrate life in all its many forms. So when the newly-pregnant Tinkie invites her a...
2020-07-2110h 44
Elementality for Financial Advisors | Elements Financial Vitals System™Where Your Ego Ends and the Business BeginsIn this episode of Elementality, you'll hear Reese Harper and his co-founder at Dentist Advisors, Ryan Isaac, reflect on the early days of their business and how they laid the groundwork for a profitable and consistent client experience across multiple advisors. As the demands on their time increased, learn how they answered tough questions, such as: Should we raise our fees? Wait for our clients to accumulate more assets? Hire another advisor? Scale back our service?
2020-07-1425 min
Elementality for Financial Advisors | Elements Financial Vitals System™Welcome to Elementality! Stop Selling and Start Advising.In this introductory episode of Elementality, you'll hear Reese Harper, CFP® explain his decision to take a pay cut and pursue a more client-focused, specialized approach to financial planning while the market was collapsing in 2008–2009.
2020-07-0218 min
Let's Start Health#38 - The Journey to Cloud 9 with Jordan GrossJordan and Chelsea have a deep and meaningful talk about what life has been like during the COVID-19 outbreak and how different perspectives on the situation can affect our overall well-being.
We discuss everything from optimism and pessimism, to faith and trusting our intuition.
Don’t miss this episode for a free giveaway from Jordan and his new Book: Journey To Cloud 9!
Free chapters: https://www.journeytocloudnine.com/journey-to-cloud-nine-free-chapters
Book: https://www.amazon.com/dp/B0815S6DY3?ref_=pe_3052080_276849420
CONNECT WITH US:
Let’s Start Heal...
2020-05-0654 min
Earn & InvestDo You Dare Drawdown? w/ Amy and Tim Rutherford and Bob and Amy HainesDo you dare drawdown? While most of us are stuck in the accumulation phase, Amy and Tim Rutherford (Go With Less) and Bob and Amy Haines are boldly going where most of us fear. Early retirement and asset decumulation. Hear their fascinating stories. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-01-271h 01
Build Your SaaSThe "charge more" debateIf you're struggling with pricing your app, listen to this episode! Ben Orenstein, Jordan Gal, Patrick Campbell, and I discussed whether "charge more" is always the right answer.★ Thanks to our sponsors:Balsamiq: They make a low-fidelity wireframing tool, specifically geared for non-designers. Get in the zone, and I feel creative right away. Try out their free trial: balsamiq.comClubhouse.io: Clubhouse is the first project management platform for software development that brings everyone together. It's designed for developers, but product folks, marketing, support folks love using it. Get two months free: clubhouse.io/bu...
2019-04-2358 min