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
Ready for an AI tool that is purpose-built for advisors and actually lives up to the hype?
Our new AI Financial Assessments leverage the Elements Financial Vitals Framework to:
- Identify data quality issues
- Recognize strengths
- Flag concerns
- Suggest actionable goals
- Provide personalized insights
Join us to see how this cutting-edge technology can help you reclaim time while delivering exceptional value.
Why Elements AI Assessments?
Serve thousands of wellness program participants.
Scale your service without sacrificing advice quality or burning out.
Cut meeting prep from hours to minutes
Replace time-consuming meeting preparation and reports with instant, professional assessments.
Automatically find missing and problematic data
Ensure credibility and accuracy with AI-driven data quality analysis that identifies missing or inaccurate data.
Win more clients with less time investment
Generate personalized assessments before or during discovery calls—no more pre-meeting homework or post-meeting deliverable creation.
Convert more leads with free financial assessments
Offer a comprehensive financial assessment as a lead magnet without dedicating hours to each prospect request.
Register for this webinar to see how to create, customize, and deploy a complete assessment in real-time—and be among the first to offer holistic advice at scale.
Redeem Wealth Sneak Peek.
Register Now
…to see how Elements AI Financial Assessments will help you reclaim time while delivering exceptional value.
WHEN / WHERE:
Zoom Webinar
Tuesday, July 15th
12:00PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Reese Harper, CFP®
Reese Harper, CFP® is the creator of Elements™ financial vitals 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, CFP®, formerly a financial advisor at Dentist Advisors, now leads Culture and Customer Success at Elements®.
Drawing from her expertise in marketing, sales, and financial advice, she provides advisors with the insights and tools to grow their businesses and achieve better client outcomes. At Elements, she also develops educational content like podcasts, webinars, and workshops while leading growth camps and training for new customers.
