Stop Answering Client Questions with ”It Depends”

Presented by Carl Richards & Abby Morton

Join Becky Walsh and Abby Morton as they demonstrate how to turn your ho-hum prospect meetings into deep, engaging conversations.

You'll Learn How To:

  • Leverage free financial assessments as a more effective alternative to consultations
  • Make it simple to collect prospect financial info
  • Use the Elements Scorecard to quickly show your value
  • Get prospects to open up about their financial life

Who Should Attend?

  • Growth-minded financial advisors
  • Planning firm leaders

Register Now

…to save your seat for this month’s webinar.


Zoom Webinar
Tuesday, September 26th
12:00 PM – 1:00 PM MDT

Request Access

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

Webinar Presenters

Becky Walsh, CFP®

Becky has always loved a challenge. As a multi-generational business founder, she carries on her family’s tradition of service-oriented entrepreneurship, working with causes close to her heart.

Founding her own financial firm to raise others while building a business reflects Becky’s entrepreneurial background.

And, as a classically trained musician, Becky infuses her work with joy, creativity, and a rejuvenating energy.

Abby Morton, CFP®

Abby, formerly a financial advisor at Dentist Advisors, now spearheads culture and events programs at Elements.

As a CFP®, Abby offers invaluable insights into the convergence of marketing, sales, and financial advice within a modern financial planning firm – fueling business growth for advisors and achieving optimal results for clients.

At Elements, Abby crafts educational podcasts, webinars, and workshops designed to help advisors consistently expand and elevate their businesses.

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

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