FREE PROFESSIONAL DEVELOPMENT WEBINAR
Stop Answering Client Questions with "It Depends"
Presented by Carl Richards & Abby Morton
The most impactful advisors connect with prospective clients’ values and emotions around their finances to build trust.
Come learn how you can grow your business through more meaningful conversations.
- Why emotional jobs are so difficult to quantify
- Innovative ways to navigate the emotional jobs
- How to expertly combine the emotional jobs with the technical jobs
- How these techniques can improve your ability to connect with prospective customers and get more clients.
Who Should Attend?
- Independent-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Wednesday, Mar 8, 2023
2:00 – 3:00 PM MST
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. 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 for clients in a modern RIA.
Grow and Scale Your Business Beyond Traditional Limits
Find out how Elements is revolutionizing the way advisors attract, onboard, and deliver ongoing advice so you can profitably help more people.