Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join Abby Morton and Elements Customer, Eric Rodriguez for this month’s webinar.
You’ll hear first-hand how Elements is helping Eric save time serving and having better conversations with HNW clients.
We'll explore how to use Elements to:
- Offer uniquely tailored financial health metrics for each HNW client with our Scorecard.
- Empower HNW clients to align their wealth with their values and aspirations with our One-Page Plan.
- Provide real-time financial advice and enhance client engagement, fostering trust and deepening relationships.
Who Should Attend?
- Growth-minded financial advisors
- Planning firm leaders
…to save your seat for this month’s webinar.
WHEN / WHERE:
Tuesday, December 12th
1:00 PM – 2:00 PM MST
Complete this form to watch the recorded version of this webinar.
Eric Rodriguez, CFP®
Born in San Jose and a former Division 1 soccer player at San Jose State University, Eric transitioned from sports to finance, inspired by personal and family financial challenges.
As a CFP®, Eric founded WealthBuilders, LLC, committed to ethical, comprehensive financial planning, focusing on genuine advice over product sales, and empowering clients to grow and protect their wealth.
Abby Morton, CFP®
Abby, formerly a financial advisor at Dentist Advisors, now spearheads culture and events programs at Elements.
As a CFP®, Abby offers invaluable insights into the convergence of marketing, sales, and financial advice within a modern financial planning firm – fueling business growth for advisors and achieving optimal results for clients.
At Elements, Abby crafts educational podcasts, webinars, and workshops designed to help advisors consistently expand and elevate their businesses.