AUGUST 2023 - FREE MONTHLY AMA WEBINAR
Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join Becky Walsh and Abby Morton as they demonstrate how to turn your ho-hum prospect meetings into deep, engaging conversations.
You'll Learn How To:
- Leverage free financial assessments as a more effective alternative to consultations
- Make it simple to collect prospect financial info
- Use the Elements Scorecard to quickly show your value
- Get prospects to open up about their financial life
Who Should Attend?
- Growth-minded financial advisors
- Planning firm leaders
Register Now
…to save your seat for this month’s webinar.
WHEN / WHERE:
Zoom Webinar
Tuesday, September 26th
12:00 PM – 1:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Becky Walsh, CFP®
Becky has always loved a challenge. As a multi-generational business founder, she carries on her family’s tradition of service-oriented entrepreneurship, working with causes close to her heart.
Founding her own financial firm to raise others while building a business reflects Becky’s entrepreneurial background.
And, as a classically trained musician, Becky infuses her work with joy, creativity, and a rejuvenating energy.
Abby Morton, CFP®
Abby, formerly a financial advisor at Dentist Advisors, now spearheads culture and events programs at Elements.
As a CFP®, Abby offers invaluable insights into the convergence of marketing, sales, and financial advice within a modern financial planning firm – fueling business growth for advisors and achieving optimal results for clients.
At Elements, Abby crafts educational podcasts, webinars, and workshops designed to help advisors consistently expand and elevate their businesses.
