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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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8 Places to Apply The Perfect 30-Min Consultation [183]

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Manage episode 440726096 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

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.

  continue reading

221集单集

Artwork
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Manage episode 440726096 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

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.

  continue reading

221集单集

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