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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, 2023
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Jordan Haines
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A Data Gathering Process that Makes Sense
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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
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Jordan Haines
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Focus On Progress, Not Outcomes
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December 2022
Opportunities to serve non-traditional clients
The case for going "down market"
Dec 16, 2022
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Jordan Haines
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Opportunities to serve non-traditional clients
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The Good Enough Principle
Finding when to focus on good enough rather than perfection
Dec 9, 2022
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Jordan Haines
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The Good Enough Principle
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Introducing The Modern Advisor
A newsletter about how financial advisors can build modern service models to serve modern clients.
Dec 2, 2022
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Jordan Haines
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Introducing The Modern Advisor
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October 2022
Coming soon
This is The Modern Advisor, a newsletter about How financial advisors can serve the modern client.
Oct 13, 2022
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Jordan Haines
2
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Coming soon
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