The Modern Advisor | Jordan Haines | Substack

A Data Gathering Process that Makes Sense

I recently had a conversation with a neuro ICU nurse about her day to day work and how she helped patients. I gave her a hypothetical situation in which…

Jan 26 •

Focus On Progress, Not Outcomes

How the modern advisor can help client celebrate small wins and feel successful today

Jan 20 •

Opportunities to serve non-traditional clients

The case for going "down market"

Dec 16, 2022 •

Most Popular

Introducing The Modern Advisor

Dec 2, 2022 • Jordan Haines

Opportunities to serve non-traditional clients

Dec 16, 2022 • Jordan Haines

The Good Enough Principle

Dec 9, 2022 • Jordan Haines

Focus On Progress, Not Outcomes

Jan 20 • Jordan Haines

New

The Good Enough Principle

Finding when to focus on good enough rather than perfection

Dec 9, 2022 •

Introducing The Modern Advisor

A newsletter about how financial advisors can build modern service models to serve modern clients.

Dec 2, 2022 •

This is The Modern Advisor, a newsletter about How financial advisors can serve the modern client.

Oct 13, 2022 •

The Modern Advisor

The Modern Advisor

writing about how financial advisors can deliver advice to modern clients

The Modern Advisor

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