Free Webinar

Increase Your Value Using Net Worth Monitoring

Join Reese Harper, CFP™ and CEO of Elements to learn how net worth monitoring has changed the way he shows value to his clients.

You’ll Learn How to:

  • Increase your value through monitoring comprehensive client progress.
  • Coach clients to develop healthy behavior and attitudes around maintaining their financial data.
  • Communicate your value to clients by exposing your financial planning process.
  • Use progress reporting and monitoring to support higher fees (AUM or subscription)

Who Should Attend? 

  • Financial planners and RIA leadership

Free Event Details

When:

Tuesday, Sep. 22, 2021
2:00 – 3:00 PM MDT

Where:

Zoom Webinar

This webinar has already occurred. You can watch the recorded version by clicking below.
Watch Webinar

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.