Stop Answering Client Questions with ”It Depends”

Presented by Carl Richards & Abby Morton

Maximizing your business valuation should be a vital part of your growth strategy.

A high valuation will help attract investors, give you an edge in negotiations, and serve as a financial safety net.

And when you’re ready to sell, it ensures you’ll get the best return for your life’s work.

Who Should Attend?

  • Growth-minded financial advisors
  • Planning firm leaders

You'll learn:

  • How the Next Generation Can Increase the Value of Your Firm
  • Ways to Maximize Your Valuation Without Increasing Revenue
  • Why 70% of Business Owners Regret Selling: Helping You Plan Your Third Act

Register Now

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


Zoom Webinar
Tuesday, October 24th
1:00 PM – 2:00 PM MDT

Request Access

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

Webinar Presenters

David DeCelle, CEPA

Growing up in a middle-class household, David DeCelle was determined to redefine success for his generation. Making money was a big motivator, but his ultimate goal was mastering the art of financial advising.

As CEO of Model FA, David empowers advisors with world-class coaching and marketing offers, always with the end in mind – their eventual business exit. A passionate learner and hard worker, he thrives on acquiring life-enhancing knowledge and helping others succeed.

Reese Harper, CFP®

Reese Harper is the founder of Dentist Advisors and Elements®.

With over 20 years of experience in the financial planning industry, Reese is dedicated to equipping financial professionals with the tools needed to provide a consistent and meaningful planning experience.

A true leader in the field, Reese continues to make a significant impact on the industry.

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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