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?
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!
Wednesday, June 15, 2022
2:00 – 3:00 PM MDT
Complete this form to watch the recorded version of this webinar.
Register now to learn how to bring more clients the peace of mind that comes with savings.
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
- Measure clients’ holistic financial health
- Diagnose their financial gaps and opportunities
- Prescribe actionable solutions