fbpx
Podcasts

Diet & Exercise For Personal Finance

Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance.

These topics include:

  1. Save enough
  2. Spend with clarity
  3. Manage debt wisely
  4. Maintain adequate liquidity

Transcript

 

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

[formfuse id="1009"]