Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
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.
Episodes
Mentioned books
Jul 2, 2020 • 19min
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.
