FREE WEBINAR (CFP® CE APPROVED)
Total Term

Total Term:
One Financial Health Metric To Rule Them All

One of the most frequent questions clients ask is, “am I on track?”

In this webinar, we’ll discuss how to use the Elements Total Term ratio to assess progress toward financial independence.

And we’ll explore how this number can motivate behavioral change and keep clients on track with achieving their goals.

You’ll Learn:

  • How Total Term is calculated in the Elements Financial Planning System.
  • How Total Term compares to projections and other models for helping clients prepare for retirement.
  • How the simplicity of Total Term drives client engagement and behavioral change.
  • Ways to use Total Term with clients to deepen the value they place on financial planning.

Who Should Attend? 

  • Financial planners and RIA leadership

Free Webinar Details

When:

Wednesday, March 30, 2022
2:00 – 3:00 PM MDT

Where:
Zoom Webinar
(CE Credit Only Available When Attending Live)
This webinar has already occurred. You can watch the recorded version by clicking below.
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Webinar Team

Reese Harper, CFP®

Presenter

Reese Harper, CFP® is the creator of the Elements Financial Planning System™ 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.

Abby Morton, CFP®

Moderator

Abby is a financial advisor at Dentist Advisors and 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 in a modern RIA.

Elements is a next-gen financial planning system that gives you a way to elevate above the competition.

Learn how we can help transform your ho-hum services into a stand-out product that deepens client relationships and attracts new prospects.