Articles.

Browse our collection of hand-crafted articles, each of which provide valuable insights for financial advisors looking to grow their business and help more people make informed financial choices.

The Membership Model: Do Good, Help More People

A look into the future where the right philosophy and right tech work together to improve how advisors attract, educate, and convert new clients.

Don’t Call It Financial Planning

Ironically, when talking to prospects and clients, I try to avoid the words “financial planning.” The term is imprecise and...

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Vision

The Advisor’s Struggle

As a financial advisor, I try not to overthink Mondays. Monday kicks off the week with a hefty dose of...

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Leadership

Reese Is Featured on the Market in Motion Podcast

In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on...

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Firm Growth & Marketing

Planning Process

Speaking Logicly With Reese Harper

Emil Tarazi, the host of Speaking Logicly, invited Reese Harper to join him for a discussion about the Elements Financial...

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Client Experience

Leadership

Planning Process

Reese Is Featured on the Evolving Advisor Podcast

Reese Harper was the guest of Jeff Concepcion on the Evolving Advisor Podcast. During this episode, Jeff and Reese discuss...

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Firm Growth & Marketing

Boosting Energy: Keys to an Advisor’s Success

One of the challenges that everyone has faced is feeling drained at the end of their workday. Of course, some...

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Advisor & Financial Software Creator Reese Harper on Power of Niches & Client Education

Reese Harper joined Donovan Stull on the Marketing for Financial Advisors Podcast to discuss how he got into working with...

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Planning Process

Pricing

Reese Talks About How to Build a Successful Niche Practice

Think of a current client that you like to work with. What if you could have all your clients be...

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Firm Growth & Marketing

Planning Process

IN’s FinTech Virtual Summit Tech Demo Video

Join Reese Harper, CEO of Elements, as he explains how the Elements Financial Planning System helps advisors deliver ongoing value...

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Software

Reese Tackles the Importance of Client Experience on the Model FA Podcast

What does the next generation of financial advice look like? How about the client experience? What makes up a client...

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Firm Growth & Marketing

Think Big (Even if Your Clients Don’t)

Exercise has always been a challenge for me. I knew I was supposed to do it, but I never got...

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Planning Process

Answering the Question: “Where Did All My Money Go?”

The recent political buzz has caused me to reflect more on spending, economics, and my own fiscal habits over the...

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Planning Process

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Articles

Articles.

The Membership Model: Do Good, Help More People

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