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Clarify Pain to Unlock Client Action [194]
Manage episode 455137931 series 3558245
Indhold leveret af Elements Technology, Inc. and Jordan Haines. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Elements Technology, Inc. and Jordan Haines eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Jordan continues his conversation with Abby Morton about developing a financial coaching offering that effectively engages participants—especially in an employer-sponsored context. They delve into the challenges of capturing and sustaining employee interest, even when initial enthusiasm is high.
Jordan and Abby explore a framework that includes uncovering and articulating the true pain points clients experience. By helping clients name and understand their financial anxieties, advisors can foster trust, encourage action, and bring meaningful value at scale. Tune in to learn how focusing on the underlying financial “pain” can enhance your coaching approach and drive better engagement.
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