FREE PROFESSIONAL DEVELOPMENT WEBINAR
Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join us to learn how our new Elements Messaging feature helps you quickly show your value and get more clients.
We'll Show You How to:
- Escape Email Chaos
- Improve Prospect Response Rates
- Grab Attention w/ Push Notifications
- Save Time w/ Bulk Messages
Who Should Attend?
- Growth-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Wednesday, May 10, 2023
2:00 – 3:00 PM MDT
Complete this form to watch the recorded version of this webinar.
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.u00a0In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Abby Morton, CFP®
Abby was a financial advisor at Dentist Advisors and now leads culture and events 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 business growth for advisors and optimal results for clients in a modern RIA.
Grow. Fast. Guaranteed.
Power up your prospecting engine by using The Elements Scorecard to quickly demonstrate value and build trust with potential clients.
Get a new client in the first 90 days, or we’ll refund your money.