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
Join us to explore how simplified sales deliverables like the Elements One-Page Plan, Holistiplan Tax Report, and Prep Letters can help you close more prospects.
You'll Learn:
- Use sales deliverables to shorten close times and increase close rates
- Easily create impactful, concise prospect deliverables
- Help prospects experience “aha moments” that build trust
- Present financial health assessments clearly and compellingly
- Integrate streamlined tools for better client satisfaction and engagement
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this educational webinar
WHEN / WHERE:
Zoom Webinar
Tuesday, August 27th
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Torie Happe
Torie Happe, Head of Partnerships at Holistiplan, brings extensive experience from LPL Financial, Riskalyze, and Onramp Invest.
She is responsible for driving partnership strategies and previously oversaw customer success initiatives. Torie holds a BA in Political Science from California State University San Marcos.
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.
