Achieving Balance Between Work and Life

05/11/21 • 44 min

Elementality for Financial Advisors | Elements Financial Vitals System™

Previous Episode

Balancing Your Jobs to Build Stronger Relationships

As advisors, we need to balance the functional jobs and emotional jobs of financial planning to build effective client relationships. Our tendency is to center these jobs around regularly scheduled client meetings.

On this Elementality, Reese and Chad explain why identifying and working on functional jobs outside of meetings allows you to focus on important client emotional financial anxieties during meetings. When you give more attention to a client’s emotional needs you start building greater trust.

Next Episode

Creating the Value Clients Really Want

With financial planning, technical skills are the minimum job requirement. Learning to do functional jobs like data gathering, analysis, and preparing the financial plan are essential.

Solving client financial anxieties is more difficult, which can leave you feeling like you aren’t bringing enough value to the client. On this Elementality podcast, Reese and Chad point out that what clients are really seeking is for their advisor to be able to balance both the functional and emotional jobs they require.