FREE PROFESSIONAL DEVELOPMENT WEBINAR
Free Elements 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

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.comIn 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.

Elements Financial Monitoring System

A Strong Advisor Needs A Strong Process

Elements gives you the tools you need to quickly:
  1. Measure clients’ holistic financial health
  2. Diagnose their financial gaps and opportunities
  3. Prescribe actionable solutions
  4. Grow and efficiently scale your business