Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
"The Essence of Strategy is Choosing What Not to Do."
- Michael E. Porter
Traditional financial planning was built for the top 1%.
Join us to learn how you can copy what Elements is doing to make money coaching the 99% who aren't a good fit for that model.
Join Reese Harper, CFP®, to discover how to deliver a cutting-edge financial wellness program that delights clients without draining your resources.
In this webinar series, you'll learn :
…the secrets behind how to launch, grow, and scale a financial coaching service that compliments your existing private wealth management practice.
Series topics:
- Session 1: The case for coaching and how it’s different.
- Dec. 12 @ 1pm MT
- Session 2: Our coaching process and methodology template.
- TBD
- Session 3: The who and how behind selling a coaching service
- TBD
- Session 4: Pricing, packaging, and positioning
- TBD
- Session 5: The anatomy of a killer kickoff seminar
- TBD
- Session 6: The anatomy of an A+ coaching session
- TBD
- Session 7: Building and executing a content calendar
- TBD
- Session 8: Demonstrating value through engagement reporting
- TBD
Watch recording now to make your wellness/coaching offering more profitable and less demanding.
Redeem Wealth Sneak Peek.
Register Now
…to make your wellness/coaching offering more profitable and less demanding.
WHEN / WHERE:
Zoom Webinar
Thursday, December 12th
1:00 PM – 2:00 PM MST
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.
Abby Morton, CFP®
Abby, CFP®, formerly a financial advisor at Dentist Advisors, now leads Culture and Customer Success at Elements®.
Drawing from her expertise in marketing, sales, and financial advice, she provides advisors with the insights and tools to grow their businesses and achieve better client outcomes. At Elements, she also develops educational content like podcasts, webinars, and workshops while leading growth camps and training for new customers.
