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How To Build a 10-Min Data Gathering Process
Manage episode 443332560 series 3558245
Contenuto fornito da Elements Technology, Inc. and Reese Harper. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Elements Technology, Inc. and Reese Harper 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.
In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips to make the data-gathering process less intimidating for clients, so you can both get the most out of every high-impact meeting. Tune in to learn how a streamlined approach can transform your client interactions and make financial planning feel effortless.
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