Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join us to discover how Redeem Wealth uses Holistiplan and Elements to stand out, attract clients, and deliver value using Financial Vitals and Tax Planning.
You'll Learn:
- Why tax planning appeals to potential clients
- How financial vitals demonstrate comprehensive planning value
- Redeem Wealth’s strategy for using Elements and Holistiplan
- Shifting trends in financial advice delivery
Redeem Wealth Sneak Peek.
Register Now
…to save your seat for this month’s webinar.
WHEN / WHERE:
Zoom Webinar
Tuesday, March 19th
1:00 PM – 2:00 PM MDT
Request Access
Complete this form to watch the recorded version of this webinar.
Webinar Presenters
Jordan Haines, CFP®
Jordan Haines, CFP® is the Director of Advisor Success at Elements.
Jordan is an Elements Financial Vitals expert who is passionate about helping financial advisors measure, assess and improve financial health for clients through intuitive technology and meaningful client interactions.
Torie Happe
Torie Happe, Head of Partnerships at Holistiplan, brings extensive experience from LPL Financial, Riskalyze, and Onramp Invest.
She is responsible for driving partnership strategies and previously oversaw customer success initiatives. Torie holds a BA in Political Science from California State University San Marcos.
