FREE EDUCATIONAL WEBINAR
Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
There is a staggering wealth transfer wave ($73 trillion in the U.S.) on the horizon.
Discover how to use Betterment and Elements to unlock the potential of modern, advisor-led, tech-enabled strategies, that make it possible to attract and retain this new breed of clients.
Learn how to use Elements and Betterment to:
- Win next-gen clients
- Simplify client acquisition
- Improve client service
- Grow your business
…to save your seat for this exclusive webinar.
WHEN / WHERE:
Tuesday, August 29, 2023
11:00 AM – 12:00 PM MDT
Complete this form to watch the recorded version of this webinar.
Bobby Glotfelty is an Advisor Sales Manager for Betterment for Advisors. He helps advisors enhance their practices through technology to better serve clients. Previously, he worked as an Investment Advisor Representative for Betterment. Before that, he served as an investment product specialist for Northwestern Mutual Investment Services. Bobby holds a master’s degree in financial analysis, a certificate in investment management, and a bachelor’s degree in economics and mathematics from the University of Wisconsin – Milwaukee. He is based in New York City.
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, 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.
And, as if that wasn’t enough, she also leads growth camps and training for new Elements customers.
Grow. Fast. Guaranteed.
Power up your prospecting engine by using The Elements Scorecard to quickly demonstrate value and build trust with potential clients.