Elementality for Financial Advisors | Elements Financial Vitals System™

How Elements Helped My Seminar Succeed—with Colton Etherton


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To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. But marketing one can be challenging. On this Elementality, Abby talks with Colton Etherton of Out of the Office Planning about his first seminar experience. Find out how hard it was to set up, what issues came up, and what role Elements played in its success.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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