FREE WEBINAR (CFP® CE APPROVED)
Building Client Trust & Engagement With Debt Rate Insights
Learn how to use the Debt Rate financial health metric to deliver Insights to clients that deepen trust and engagement.
We’ll demonstrate how simple and quick it can be to deliver proactive communication that motivates behavioral change and keeps clients on track with achieving their goals.
- How Debt Rate is calculated in the Elements Financial Planning System.
- To evaluate whether a client’s debt payments are appropriate for their situation.
- To create and deliver insightful debt-related engagement prompts to your clients.
- More ways to use Debt Rate with clients to deepen the value they place on financial planning.
Who Should Attend?
- Financial planners and RIA leadership
Free Webinar Details
Wednesday, April 13, 2022 2:00 – 3:00 PM MDT
Reese Harper, CFP®
Reese Harper, CFP® is the creator of the Elements Financial Planning 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.
Abby Morton, CFP®
Abby is a financial advisor at Dentist Advisors and leads partner marketing programs for Elements.
As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results in a modern RIA.
Elements is a next-gen financial planning system that gives you a way to elevate above the competition.
Learn how we can help transform your ho-hum services into a stand-out product that deepens client relationships and attracts new prospects.