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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®

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.

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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