How to Get Your Clients More Engaged in the Planning Process

It's a challenge that most advisors face in their career – clients that don't seem to want to get involved in the process.
 
In this webinar, we’ll discuss how advisors can create a more collaborative relationship with their clients. One where both parties feel like things are going in the right direction.

You’ll Learn:

  • How to design a system that promotes a more collaborative relationship
  • How to help unresponsive clients re-engage with you
  • About proven tools and techniques that increase your client’s buy-in to the plan
  • Methods for understanding what drives and motivates your clients
  • When you should consider firing a client

Who Should Attend? 

  • Financial planners and RIA leadership

Free Webinar Details

When:

Wednesday, Nov. 17, 2021
2:00 – 3:00 PM MST

Where:
Zoom Webinar
This webinar has already occurred. You can watch the recorded version by clicking below.
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Webinar Team

Reese Harper, CFP®

Presenter

Reese Harper, CFP® is the creator of the Elements Financial Planning System™ and Founder/CEO at Elements®. 

A 20-year veteran of the financial planning industry, he’s dedicated to giving advisors the processes and tools they need to deliver a consistent, ongoing, and meaningful planning experience to their clients at scale.

Abby Morton, CFP®

Moderator

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.