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8 Places to Apply The Perfect 30-Min Consultation [183]
Manage episode 440726096 series 3558245
Contenuto fornito da Elements Technology, Inc. and Jordan Haines. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Elements Technology, Inc. and Jordan Haines o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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.
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