Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join team members of Elements and Income Lab to explore why using "probability of success" in a financial plan can lead to negative client outcomes.
You'll Learn How To:
- How Elements can improve client behavior by focusing on the present moment
- How Income Lab can be used to plan a retirement based in reality
- Why probability of success may often lead to negative client outcomes
- A better way to plan for the future with clients
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this month’s webinar.
WHEN / WHERE:
Zoom Webinar
Tuesday, May 14th
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Jordan Haines, CFP®
Jordan Haines, CFP® is the Director of Advisor Success at Elements.
Jordan is an Elements Financial Vitals expert who is passionate about helping financial advisors measure, assess and improve financial health for clients through intuitive technology and meaningful client interactions.
Johnny Poulsen, CFP®
Johnny Poulsen is the co-founder and CEO of Income Lab, a pioneer in dynamic retirement income software.
With over two decades in financial services, spanning sales, distribution, and executive management, Johnny brings deep industry expertise and leadership. He is also a Certified Financial Planner, focused on enhancing financial advisories with innovative technology and research.
