Free Webinar (NAPFA CE Approved)
Grow your RIA with a Next-gen Marketing Strategy
Join the Elements/Dentist Advisors marketing team as we share the cutting-edge marketing techniques we've used to fuel rapid growth at our niche RIA.
What You Will Learn
- Innovative ways to differentiate your firm so you stand out from the crowd
- Proven strategies for generating qualified leads via digital marketing
- A simple plan for consistently creating great content that converts
Who Should Attend?
- Growth minded financial planners and RIA leadership team members
Free CE Event Details
When:
Tuesday, Aug. 17, 20212:00 – 3:00 PM MDT
Where:
Zoom Webinar
CE Webinar Presenters
Jeff Morgan
Chief Marketing Officer
Jeff currently leads the marketing team for both Elements and Dentist Advisors.
He also has over 17 years experience as CEO and Chief Strategist at HyperX Marketing, a digital marketing firm specializing in lead generation and marketing technology.
Abby Morton, CFP®
Marketing Manager
Abby is a financial advisor at Dentist Advisors and 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 is a next-gen financial planning system that gives you a way to elevate above the competition.
Learn how we can help transform your ho-hum services into a stand-out product that deepens client relationships and attracts new prospects.