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
Join Jordan Haines, CFP® to learn how to structure the perfect 30-min consultation that is both valuable to your clients/prospects and efficient to you and your firm.
You'll Learn How To:
- Mine the signal, not the noise, by mastering the art of lean, potent data collection.
- Turn fog into clarity by painting financial pictures clients instantly understand
- Ditch prescriptions, embrace empowering directions
- Cultivate “A-Ha!” moments that redefine client success
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this educational webinar
WHEN / WHERE:
Zoom Webinar
Thursday, October 10th
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenter
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.
Jeff Morgan
Jeff is a marketing and technology leader with deep expertise in growing niche RIAs.
He is the former CEO of HyperX Marketing and CMO of the niche RIA, Dentist Advisors.
Jeff currently leads the marketing team at Elements where he has the opportunity to share his marketing expertise with financial advisors seeking to accelerate their firms’ growth.
