Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System).

During this discussion Jordan and Adam talk about how financial advisors can get their business out of their head and implement a system to turbocharge their business. They also discuss how advisors could use EOS as a tool to help their clients get things done.

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize.

Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success.

Brett Maikowski, CFP® LinkedIn Post

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients.

In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important considerations including:

• Making sure your curious enough to identify when an emotional thread may need to be pulled.

• Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have someone available to navigate that job

• And the importance of advisors doing their own work with a behavioral specialist so they can be aware of their own emotional reactions to money