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
Reese Harper, CFP®
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®
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.