FREE PROFESSIONAL DEVELOPMENT WEBINAR
Stop Answering Client Questions with "It Depends"
Presented by Carl Richards & Abby Morton
Join Carl and Abby to discover how using Elements to answer client questions makes it easier to attract, onboard, and deliver ongoing advice.
We'll discuss:
- Easy ways to grow your business by answering prospect questions
- Why data precision is unnecessary for answering most questions
- How standardized financial health vital signs simplify analysis
- Real-world examples of advisors using Elements to improve their business
Who Should Attend?
- Independent-minded financial advisors
- RIA leadership
Save Your Seat!
WHERE / When:
Zoom Webinar
Wednesday, Nov. 9, 2022
2:00 – 3:00 PM MST
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. In 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 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.
