FREE 90-MIN WEBINAR
How Elements Makes It Simple To Grow Your Business
With Carl Richards, CFP® & Abby Morton, CFP®
Join Carl Richards and Abby Morton as they share innovative ways Elements can be used to improve your marketing and sales processes.
You'll Learn How Elements Makes It Simple To:
- Introduce prospective clients to your service
- Demonstrate your full value during the sales process
- Increase the number of people who say “yes” during consultations
- Use a membership model as a prospecting pool for your full service offering
Who Should Attend?
- Independent-minded financial advisors and RIA leaders who want to change the world!
Save Your Seat!
Tuesday, September 13, 2022
10:30 – 12:00 PM MDT
Complete this form to watch the recorded version of this webinar
Space is limited, so register below to reserve your spot.
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.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 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.
A Strong Advisor Needs A Strong Process
- Measure clients’ holistic financial health
- Diagnose their financial gaps and opportunities
- Prescribe actionable solutions
- Grow and efficiently scale your business