))
Don't Be Comprehensive [193]
Manage episode 453942253 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 Haines explores how comprehensive financial planning can sometimes distract from the core value proposition that clients truly seek.
Drawing from his recent prospecting experiences, Jordan discusses the importance of focusing on clients' acute financial concerns rather than overwhelming them with a broad array of services.
221 episoder
Del
