Grow Your RIA with a Next-gen Marketing Strategy
- Shared screen with speaker view
Thomas Hrouda
04:38
Good Afternoon
Thomas Hrouda
04:55
Keep our expectations low... lol
Abby Morton
05:42
Hi everyone! Welcome. We’re so excited you are here.
David Dodd
06:00
Where do we get Elements swag/shirts?
David Dodd
06:45
Awesome!
David Dodd
06:50
It’s Jordan’s fault.
Jim Crider
07:00
Yes, I want one of those shirts!
Paul Stafford
07:29
V neck XL for me. ;)
Carl Bulgini
07:30
Just checking…video is off for participants. Is that correct?
Katie Thompson
07:47
may we have a copy of the recording?
Abby Morton
10:54
Yes video should be off for participants.
Marc Miller
12:02
Hey guys, Marc from Elements here. Let me know if you have any questions!
Allen Harris
47:32
Hi Marc. So, is Elements and Dentist Advisors sister companies? Is this a partnership for financial advisors to be able to be a "Dentist Advisor" at their own location? Forgive my ignorance. Thank you in advance.
Gordon Achtermann
49:38
Is there an Android App anywhere on the horizon?
Katie Thompson
50:35
do you offer ongoing marketing tips with the RIA?
Gordon Achtermann
50:44
Excellent! Thanks!
Allen Harris
52:59
Got it. Thank you!
Paul Stafford
01:01:06
Abby, about every dentist in our area is LDS…does one have to be LDS to work with them?
Abby Morton
01:01:48
Not sure what LDS stands for.
Abby Morton
01:06:02
Hey Paul, what do you mean by LDS?
Paul Stafford
01:07:12
LDS …Mormons
Sivaparvati Thagirisa
01:07:25
Can you enter website addresses in Chat?
Jeff Morgan
01:07:33
getelements.com
Jeff Morgan
01:07:47
https://getelements.com
Abby Morton
01:08:34
Yes of course! it is getelements.com
Abby Morton
01:09:48
Sorry, I thought that might be the case, but was not positive. No you do not have to be LDS to serve someone else who is LDS.
Abby Morton
01:13:41
As a reminder, this webinar will count for NAPFA CE credit. You’ll have to self report, but feel free to count it!
Phillip Riley
01:19:52
Thank you!
Marc Miller
01:19:53
Thanks for attending everyone!