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 this form to watch the recorded version of this webinar.

Webinar Presenters

David DeCelle

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.

Attract & Retain More Next-Gen Clients

Are you ready for the $70B wealth transfer?

A surge of next-generation investors is on the horizon.

Discover how Elements enables you to offer what (studies show) they want most in an advisor.

Book a Demo

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

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