Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
225: How To Figure Out What Clients Actually Want
JUL 24, 2025
14 MIN
225: How To Figure Out What Clients Actually Want
JUL 24, 2025
14 MIN
Play Episode
Description
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.