The 9 Elements Of Your Clients' Main Job [226]

AUG 7, 202511 MIN
Elementality for Financial Advisors | Elements Financial Vitals System™

The 9 Elements Of Your Clients' Main Job [226]

AUG 7, 202511 MIN

Description

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.