FREE PROFESSIONAL DEVELOPMENT WEBINAR
Dec 2022 Webinar

Stop Answering Client Questions with "It Depends"

Presented by Carl Richards & Abby Morton

Join Abby and Carl as they explore the new Elements features that are making it even easier to grow your business.

You'll Learn:

  • How our new “Easy Invites” give you a simple way to collect more leads
  • Ways our updated onboarding flow dramatically reduces prep time for initial meetings
  • Why the traditional need for precise data can be replaced by estimates

Who Should Attend?

  • Independent-minded financial advisors
  • RIA leadership

Save Your Seat!

WHERE / When:

Zoom Webinar
Wednesday, Dec. 7, 2022
2:00 – 3:00 PM MST

Request Access

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

Webinar Presenters

Carl Richards

Carl Richards, CFP®

Carl is the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has written two books and his work has been featured on Marketplace Money, Oprah.com, and Forbes.comIn addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Abby Morton, CFP®

Abby was a financial advisor at Dentist Advisors and now 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.

Elements Financial Monitoring System

Scale Your Business Beyond Traditional Limits

Find out how Elements is revolutionizing the way advisors attract, onboard, and deliver ongoing advice so you can profitably help more people.