FREE WEBINAR (CFP® CE APPROVED)

Reduce Your Clients' Financial Anxiety With Liquid Term

Your clients stress about finances when they don’t have enough cash for their situation.

If you can soothe those jitters, your clients’ will better appreciate your true value.

In this free CE webinar…

You’ll learn how to:

  • Measure clients’ liquidity health over time
  • Diagnose which clients need liquidity coaching
  • Prescribe an actionable liquidity treatment plan
  • Speed up your financial analysis without sacrificing the quality of your insights

Who Should Attend?

  • Financial advisors
  • RIA leadership
When:

Wednesday, May 11, 2022
2:00 – 3:00 PM MDT

Where:

Zoom 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.

A Strong Advisor Needs a Strong Process

Elements gives you the tools you need to quickly:

  1. Measure clients’ holistic financial health
  2. Diagnose their financial gaps and opportunities
  3. Prescribe actionable solutions