Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

Business EN ↓ 251 bölüm

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.

Yazar

Jordan Haines, CFP®

Kategori

Business

Podcast web sitesi

getelements.com

Son bölüm

11 Eyl 2025

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Bölümler

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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