How to Leverage Community & Tech to Grow Your Firm

Stop Answering Client Questions with ”It Depends”

Presented by Carl Richards & Abby Morton

Join CEO of Elements, Reese Harper, and Co-Founder of the ONYX Advisor Network, Emlen Miles-Mattingly, to learn their best practices for using community and technology to grow and improve your business.

You'll Learn:

  • How to make growing your business easier with modern tech solutions
  • How to identify the ideal tech stack for your firm and get the best deals
  • Ways joining an advisor community can help you:
    • Get inspired by successful peers
    • Receive more client referrals
    • Collaborate about the best tech and vendors
    • Effectively advocate for positive industry change
    • and more!

Who Should Attend?

  • Growth-minded financial advisors
  • RIA leadership

Save Your Seat!

WHERE / When:

Zoom Webinar
Wednesday, June 28, 2023
11:00 AM – 12:00 PM MDT

Request Access

Complete this form to watch the recorded version of this webinar.

Webinar Presenters

Emlen Miles-Mattingly

Emlen, Founder and President of GenNext Wealth, and co-founder of Onyx Network, is on a mission to support wealth management and financial planning for people of color.

With over 20 years of finance experience, Emlen connects with clients, fosters lasting relationships, and helps them achieve their dreams through sound financial habits. Addressing racial disparities in wealth, Emlen provides compassionate education and resources to change the complexion of wealth, one family at a time.

Reese Harper

Reese Harper, CFP®

Reese Harper, CFP® is the creator of the Elements Financial Monitoring 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.

Elements Financial Monitoring System

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Power up your prospecting engine by using The Elements Scorecard to quickly demonstrate value and build trust with potential clients.

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