Stop Answering Client Questions with ”It Depends”

Presented by Carl Richards & Abby Morton

Join Reese Harper and Carl Richards as they explore the Elements Vitals and how they help define, measure, and monitor your clients' financial health.

You'll Learn How To:

  • Dramatically Reduce Meeting Prep Time
  • Help Clients Quickly Understand Their Finances
  • Simplify Marketing Content Creation
  • Modernize Your Client Experience

Who Should Attend?

  • Growth-minded financial advisors
  • Planning firm leaders

Register Now

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


Zoom Webinar
Tuesday, January 16th
1:00 PM – 2:00 PM MST

Request Access

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

Webinar Presenters

Reese Harper, CFP®

Reese Harper, CFP®

Reese Harper, CFP® is the creator of Elements™ financial vitals 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.

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.

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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