fbpx

What Makes a Strong Advisor?

In this video clip, Reese Harper and Chad Jardine discuss some of the ingredients they believe an advisor should have to become successful. Communication skills, an aptitude for problem solving, and emphatic listening skills all come together for the strong advisor. 

While Elements® offers you a solid planning foundation and provides a system and the tools you need to make your job easier, a lot more is needed if you want to become a first-rate financial advisor. On this episode of the Elementality podcast, Reese and Chad dive into what makes an outstanding advisor. If you see yourself as a guide, teacher, and financial mentor, here’s how to improve your skills to become the advisor you’re aspiring to be.

Listen to the full podcast!

 

Book a Demo

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

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.