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

Register Now

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


Zoom Webinar
Tuesday, December 12th
1:00 PM – 2:00 PM MST

Request Access

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

Webinar Presenters

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 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.

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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