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How To Build a 10-Min Data Gathering Process
Manage episode 443332560 series 3558245
Kandungan disediakan oleh Elements Technology, Inc. and Jordan Haines. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Elements Technology, Inc. and Jordan Haines atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips to make the data-gathering process less intimidating for clients, so you can both get the most out of every high-impact meeting. Tune in to learn how a streamlined approach can transform your client interactions and make financial planning feel effortless.
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