FREE PROFESSIONAL DEVELOPMENT WEBINAR
Introducing The Elements One-Page Plan
With Carl Richards & Abby Morton
Join Carl Richards, author of “The One-Page Financial Plan” to discover how Elements is turning his long-time vision into a modern reality.
We'll discuss:
- Ways a OPP can increase client alignment
- What should be included in a OPP
- Why the aesthetics of a OPP matter
- When to use and how often to update a OPP
- How the new Elements OPP feature works
Who Should Attend?
- Independent-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Zoom Webinar
Wednesday, October 12, 2022
2:00 – 3:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Carl Richards, CFP®
Carl Richards 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 was a financial advisor at Dentist Advisors and now 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.
