Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join Elements and Sora to explore how to attract and serve more clients by focusing on debt optimization.
You'll Learn How To:
- Easily identify clients with unhealthy debt
- Use debt assessments to quickly show value
- Use Sora and Elements to grow and scale
- Adapt advice to consumer preferences
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this month’s webinar.
WHEN / WHERE:
Zoom Webinar
Tuesday, April 23rd
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Jordan Haines, CFP®
Jordan Haines, CFP® is the Director of Advisor Success at Elements.
Jordan is an Elements Financial Vitals expert who is passionate about helping financial advisors measure, assess and improve financial health for clients through intuitive technology and meaningful client interactions.
Rohit Agarwal
Rohit Agarwal is the Co-Founder of Sora Finance, a company that optimizes liabilities to grow net worth.
Previously, Rohit led Kiva’s US lending team supporting underserved small businesses and founded Mend to democratize social capital. His experience spans strategy, operations, and social impact across education, public sector, and nonprofits.
