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.
Ironically, when talking to prospects and clients, I try to avoid the words “financial planning.” The term is imprecise and...
As a financial advisor, I try not to overthink Mondays. Monday kicks off the week with a hefty dose of...
In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on...
Emil Tarazi, the host of Speaking Logicly, invited Reese Harper to join him for a discussion about the Elements Financial...
Reese Harper was the guest of Jeff Concepcion on the Evolving Advisor Podcast. During this episode, Jeff and Reese discuss...
One of the challenges that everyone has faced is feeling drained at the end of their workday. Of course, some...
Reese Harper joined Donovan Stull on the Marketing for Financial Advisors Podcast to discuss how he got into working with...
Think of a current client that you like to work with. What if you could have all your clients be...
Join Reese Harper, CEO of Elements, as he explains how the Elements Financial Planning System helps advisors deliver ongoing value...
What does the next generation of financial advice look like? How about the client experience? What makes up a client...
Exercise has always been a challenge for me. I knew I was supposed to do it, but I never got...
The recent political buzz has caused me to reflect more on spending, economics, and my own fiscal habits over the...
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