Jordan Haines, CFP®
Elementality for Financial Advisors | Elements Financial Vitals System™
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
Forfatter
Jordan Haines, CFP®
Kategori
Podcastens hjemmeside
Seneste episode
11. sep. 2025
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Episoder
Welcome to Elementality! Stop Selling and Start Advising 02.07.2020 18:44
In this introductory episode of Elementality, you'll hear Reese Harper, CFP® explain his decision to take a pay cut and pursue a more client-focused, specialized approach to financial planning while the market was collapsing in 2008–2009.
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