Archive - The Modern Advisor

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.

Jan 26, 2023 •

Jordan Haines

6

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Focus On Progress, Not Outcomes

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

Jan 20, 2023 •

Jordan Haines

3

December 2022

October 2022

Coming soon

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

Oct 13, 2022 •

Jordan Haines

2

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