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4 Things To Unlock Conversations At Scale [184]
Manage episode 442011055 series 3558245
Contenido proporcionado por Elements Technology, Inc. and Reese Harper. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elements Technology, Inc. and Reese Harper o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecdotes and practical advice, Jordan explains how focusing on these core principles can help financial advisors provide valuable service to the majority of their clients. Tune in to learn how to effectively engage clients and ensure their financial well-being through foundational financial principles.
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