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内容由Elements Technology, Inc. and Jordan Haines提供。所有播客内容(包括剧集、图形和播客描述)均由 Elements Technology, Inc. and Jordan Haines 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Practical Uses For AI Today w/ Jeff Morgan
Manage episode 410672517 series 3558245
内容由Elements Technology, Inc. and Jordan Haines提供。所有播客内容(包括剧集、图形和播客描述)均由 Elements Technology, Inc. and Jordan Haines 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements.
In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.
224集单集
Practical Uses For AI Today w/ Jeff Morgan
Elementality for Financial Advisors | Elements Financial Vitals System™
Manage episode 410672517 series 3558245
内容由Elements Technology, Inc. and Jordan Haines提供。所有播客内容(包括剧集、图形和播客描述)均由 Elements Technology, Inc. and Jordan Haines 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements.
In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.
224集单集
Tous les épisodes
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include: Encouraging prospects to be less precise in the information they add Sending a short video explaining the process The “trojan horse” of data gathering Requiring less from people.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan shares insights from his recent presentation at a dental conference where he introduced a unique approach to financial consulting inspired by Patrick Lencioni's book "Getting Naked". Rather than leading with firm credentials and services, Jordan demonstrates how starting with clarity about clients' current financial health and actively listening to their concerns creates more meaningful connections. The episode highlights how this consultative approach, combined with practical tools for assessing financial health, helped dentists better understand their current financial situation, even those who already had financial advisors.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan discusses key insights from the book "Demand Side Sales 101" by Bob Moesta, which challenges three common sales myths and introduces a fresh perspective on selling financial advice. The book emphasizes that sales aren't random but rather caused by specific struggling moments in clients' lives, and that people buy for their own reasons rather than being convinced by salespeople. Jordan illustrates how understanding these principles can transform how financial advisors approach and connect with potential clients.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
In this episode, Jordan interviews Brandon Galici who shares his unique approach to using Smart Asset for lead generation, focusing on clients with assets under $100,000 to maximize potential opportunities. He discusses his systematic follow-up strategy, which includes a seven-day email sequence and automated marketing campaigns, creating multiple touchpoints with potential clients before personal contact. Through a detailed case study, Brandon demonstrates how this approach helped transform a client's initial investment inquiry into a comprehensive financial planning relationship, addressing deeper financial needs beyond the presenting problem.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan challenges the assumption that human advisors must always be the first point of contact, and discuss how AI and tech tools could provide a less scary entry point for people hesitant to discuss their finances.
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan explores the relationship between theory and experience through the lens of a quote he shared on LinkedIn recently. He makes a case for why both elements are essential - theory provides the framework for learning from experience, while testing theories through action leads to true wisdom. Drawing from his reading of "Demand-Side Sales 101" and the Jobs to be Done framework, Jordan encourages listeners to approach theories with curiosity and be willing to test new ideas, regardless of their source.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term savings accounts and long-term investments, and how to figure out exactly how much liquid cash you need. Whether you’re new to Elements or a long-time user, this client-focused demo reveals how the methodology “acts in the wild” and helps everyday people gain clarity around their finances.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high. Jordan and Abby explore a framework that includes uncovering and articulating the true pain points clients experience. By helping clients name and understand their financial anxieties, advisors can foster trust, encourage action, and bring meaningful value at scale. Tune in to learn how focusing on the underlying financial “pain” can enhance your coaching approach and drive better engagement.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek. Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan shares how simply helping prospects understand their financial situation can create those powerful "aha" moments. Jordan dives into why orientation might just be your new secret sauce, offering a fresh value proposition that cuts through the noise. Tune in to discover how explaining over advising can transform your practice and foster deeper client relationships.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction. They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broader market and make a greater impact. If you're interested in learning how to serve more clients by honing in on what truly matters, this episode is a must-listen.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuable tool. Advisors should ask themselves and their clients two critical questions: What is the most valuable thing you do, and why is it valuable? Tune in to discover how focusing on what clients genuinely need can transform your practice and client relationships.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financial coaching and traditional financial advising, discussing how coaching focuses on immediate client needs like cash flow management, debt reduction, and financial health, without delving into investments or insurance. They address the industry's need to define financial coaching clearly and consider how it can be integrated into existing practices or offered as a separate service. If you're a financial advisor looking to expand your services, reach a broader audience, and provide value in new ways, this episode offers valuable insights into the potential of financial coaching.…
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Elementality for Financial Advisors | Elements Financial Vitals System™
![Elementality for Financial Advisors | Elements Financial Vitals System™ podcast artwork](/static/images/64pixel.png)
Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn: The importance of identifying what truly makes your services unique Why your clients need to understand that value How to reliably and consistently deliver that value. Before you jump into offering additional features or services, Jordan challenges you to consider whether these value-adds support or distract from your core offering. Tune in to learn how simplifying your services can enhance client satisfaction and make your business more referable.…
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