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Elementality for Financial Advisors | Elements Financial Vitals System™

Jordan Haines, CFP®

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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.

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Recent episodes

  • 229: Building Your Buyers JourneySep 11, 2025 · 9 min
  • The Three Stages of RIA GrowthSep 4, 2025 · 12 min
  • Why You Need Organizational ClarityAug 28, 2025 · 8 min
  • The 9 Elements Of Your Clients' Main Job [226]Aug 7, 2025 · 11 min
  • 225: How To Figure Out What Clients Actually WantJul 24, 2025 · 14 min
  • 224: Structuring The Perfect 30-Min Consultation (Replay)Jul 17, 2025 · 32 min
  • 223: You're Not Growing Because You're Not RelevantJul 10, 2025 · 11 min
  • 222: Introducing Elements AI AssessmentsJul 3, 2025 · 27 min
  • Value Adds Don't Always Add Value [221]Jun 26, 2025 · 11 min
  • 220: PandoWealth's 12-Month Onboarding Process with Thomas MeekJun 19, 2025 · 29 min

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