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.
Advisors are short selling their value when they call themselves “behavioral coaches.” I understand why they do it, and why...
Gone are the days when financial advisors could show up and expect to get paid 1% on client assets for...
Riding a bike didn’t impress me much as a kid. When I moved to Salt Lake City in my 20’s...
As a kid, I played sports and spent time in nature all the time. When adulthood came along, complete with...
In Ancient Chinese philosophy, yin and yang, representing chaos and order, is a concept of dualism. Their cosmic creation story...
You can tell the difference between an advisor who is casually engaged with their clients, and someone who is deeply...
To say that the financial services industry is in a state of flux would be a gross understatement. Clients are...
Building a firm in addition to advisory work can feel like juggling two full-time jobs. The demands of your growing...
Financial planning is a lot like eating your vegetables. People know they need to do it, but it is hard...
Every Tuesday, I hold a team meeting with our financial advisors to discuss the direction we are heading as a...
Michael Kitces interviews Reese Harper, CFP® about the Elements Financial Planning System™ and the technology he has used to help...
Dan Cuprill, CFP® interviews Dentist Advisors' CEO, Reese Harper, about how he built his thriving practice using the Elements Financial...
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