Stop Answering Client Questions with "It Depends"

Presented by Carl Richards & Abby Morton

Stronger connections and better communication lead to more successful outcomes for your clients.

Join Reese and Carl in a discussion about how using tools like value cards can enhance your client conversations and relationships. 

You'll Learn:

  • The importance of considering your clients’ values as a starting point

  • Techniques for assisting your clients in identifying their values

  • Strategies for incorporating your clients’ values into their financial plan

Who Should Attend?

  • Independent-minded financial advisors
  • RIA leadership

Save Your Seat!

WHERE / When:

Zoom Webinar
Tuesday, Jan 10, 2023
1:00 – 2:00 PM MST

Request Access

Complete this form to watch the recorded version of this webinar.

Webinar Presenters

Carl Richards

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.comIn addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Reese Harper

Reese Harper, CFP®

Reese Harper, CFP® is the creator of the Elements Financial Monitoring System™ and Founder/CEO at Elements®. 

A 20-year veteran of the financial planning industry, he’s dedicated to giving advisors the processes and tools they need to deliver a consistent, ongoing, and meaningful planning experience to their clients at scale.

Elements Financial Monitoring System

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

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