FREE PROFESSIONAL DEVELOPMENT WEBINAR
Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
We'll Show You How to:
- Easily schedule meetings with our Easy Invites and landing pages
- Quickly gather prospect info with our 8-minute onboarding
- Assess prospect situations at-a-glance with The Elements Scorecard
- Demonstrate your true value, fast
Who Should Attend?
- Growth-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Zoom Webinar
Wednesday, Apr 19, 2023
2:30 – 3:30 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
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.u00a0In 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 culture and events 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 business growth for advisors and optimal results for clients in a modern RIA.
