Ditch Traditional Planning for a Scalable Advice Model

Abby Morton, CFP® is the Head of Customer Success at Elements, bringing over 14 years of experience in the financial services industry. Prior to joining Elements, Abby worked at Goldman Sachs and Dentist Advisors, honing her skills in financial planning and client service. As a CERTIFIED FINANCIAL PLANNER™ professional, Abby leads the Customer Success team, ensuring advisors have the support and resources to effectively implement Elements in their practice. She is passionate about empowering advisors to streamline their planning process and deliver a world-class client experience. Abby frequently shares her insights on the Elementality podcast, discussing best practices for defining and communicating client financial health. She is committed to helping advisors leverage technology to build a more efficient, profitable, and impactful business. Abby resides in Salt Lake City with her husband and two children.

Tim Iseler, Financial Advisor and Founder of Iseler Financial, is passionate about keeping money simple and accessible for his clients. With a background in music and years of experience navigating the complexities of personal finance, Tim brings a unique perspective to his advisory practice. His approach is rooted in helping clients achieve clarity and control over their finances without the overwhelm. As a dedicated user of Elements Financial Vitals, Tim leverages this innovative system to deliver quick, insightful financial assessments that empower his clients to make smart financial decisions with confidence.