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.
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
Free Webinar Details
Wednesday, May 11, 2022
2:00 – 3:00 PM MDT
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.
A Strong Advisor Needs a Strong Process
Elements gives you the tools you need to quickly:
- Measure clients’ holistic financial health
- Diagnose their financial gaps and opportunities
- Prescribe actionable solutions