4 Topics For Your Quarterly Service Calendar [212]
Elementality for Financial Advisors | Elements Financial Vitals System™
Release Date: 04/24/2025
229: Building Your Buyers Journey
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan starts by talking about the four stages of the buyers journey and translates that to the strategies that advisors can use to usher leads through the buyers journey. He also talks about the importance of achieving the “flip” with new prospect.
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The Three Stages of RIA Growth
Elementality for Financial Advisors | Elements Financial Vitals System™
Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.
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Why You Need Organizational Clarity
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.
info_outline![The 9 Elements Of Your Clients' Main Job [226] show art](https://assets.libsyn.com/content/191633805?height=50&width=50)
The 9 Elements Of Your Clients' Main Job [226]
Elementality for Financial Advisors | Elements Financial Vitals System™
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.
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225: How To Figure Out What Clients Actually Want
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.
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224: Structuring The Perfect 30-Min Consultation (Replay)
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan breaks down his three-phase approach to 30 min consultation—Uncover, Orient, and Direct—to help financial advisors maximize value delivery and client satisfaction when time is limited. Learn practical techniques for gathering essential information while making clients feel heard and validated.
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223: You're Not Growing Because You're Not Relevant
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan discusses the number one reason advisors struggle to unlock the next stage of growth: understanding what their clients’ “main thing” is—what’s relevant to them. Learn how to avoid the cycle of sad solutions and build a client journey and business that is what your clients actually want.
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222: Introducing Elements AI Assessments
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan welcomes Abby Morton to the show to introduce a soon to be release feature—Elements AI Assessments! You’ll get Jordan’s raw reaction to this feature as he and Abby explore the importance of data confidence, focused instead of comprehensive assessments, and the value of conversational client deliverables. If you want to attend our webinar introducing this new feature use the link below: https://getelements.com/resources/webinar/elements-just-got-smarter-ai-assessments-unveiled/
info_outline![Value Adds Don't Always Add Value [221] show art](https://assets.libsyn.com/content/190068475?height=50&width=50)
Value Adds Don't Always Add Value [221]
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.
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220: PandoWealth's 12-Month Onboarding Process with Thomas Meek
Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees. During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboarding engagement, and why PandoWealth does a full relationship refresh every 5 years with their clients.
info_outlineJordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.