FREE PROFESSIONAL DEVELOPMENT WEBINAR
Stop Answering Client Questions with "It Depends"
Presented by Carl Richards & Abby Morton
When your advice is too projection-centered, your clients’ anxiety can remain high, and their decision-making can be negatively affected.
Come learn how to overcome that difficulty.
You'll Learn:
- Why anchoring to the present moment helps relieve financial anxiety
- Why focusing on the current reality is better than future-focused planning
- How to use a client scorecard to create the anchor
Who Should Attend?
- Independent-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Zoom Webinar
Wednesday, Feb 8, 2023
2:00 – 3:00 PM MST
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Carl Richards, CFP®
Carl is the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.
Carl has written two books and his work has been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Abby Morton, CFP®
Abby was a financial advisor at Dentist Advisors and now leads partner marketing programs for Elements.
As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results for clients in a modern RIA.
