Carl Richards / Abby Morton Webinar

Stop Answering Client Questions with "It Depends"

Presented by Carl Richards & Abby Morton

When your advice is too projection-centered, your clients’ anxiety can remain high, and their decision-making can be negatively affected. 

Come learn how to overcome that difficulty.

You'll Learn:

  • Why anchoring to the present moment helps relieve financial anxiety

  • Why focusing on the current reality is better than future-focused planning

  • How to use a client scorecard to create the anchor

Who Should Attend?

  • Independent-minded financial advisors
  • RIA leadership

Save Your Seat!

WHERE / When:

Zoom Webinar
Wednesday, Feb 8, 2023
2:00 – 3:00 PM MST

Request Access

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

Webinar Presenters

Carl Richards

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,, and Forbes.comIn addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Abby Morton, CFP®

Abby Morton, CFP®

Abby was a financial advisor at Dentist Advisors and now leads partner marketing programs for Elements.

As a CERTIFIED FINANCIAL PLANNER™ Abby brings an insider’s perspective on how marketing, sales, and financial advice should converge to drive optimal results for clients in a modern RIA.

Elements Financial Monitoring System

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