FREE WEBINAR (CFP® CE APPROVED)

Motivating Clients To Save For The Future

Savings is an integral part of a financial plan – so how can you approach the conversation in a way that is motivating?

In this free CE webinar...

You'll Learn How To:

  • Monitor your clients’ Savings Rate over time
  • Diagnose which of your clients need coaching
  • Prescribe an actionable savings treatment plan
  • Speed up your financial analysis without sacrificing the quality of your insights

Who Should Attend?

  • Financial advisors
  • RIA leadership

Save Your Seat!

When:

Wednesday, June 15, 2022
2:00 – 3:00 PM MDT

Where:

Zoom Webinar

Request Access

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

(CE Credit Not Available for Watching the Recorded Webinar)

Register now to learn how to bring more clients the peace of mind that comes with savings.

Webinar Team

Reese Harper

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