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. By Reese Harper, CFP®

Monitor Financial Vitals to Increase Client Trust

Imagine you’re feeling chronic fatigue. You don’t know what’s up, so you decide to get a comprehensive medical exam. First...

Read the Article

Planning Process

The Perfect RIA Podcast With Reese Harper

On this episode of The Perfect RIA, co-host Matthew Jarvis is joined by Reese to talk about how to bring...

Read the Article

Client Experience

Elements 2.0 Beta Is Here!

We've been hard at work and it is finally here! Learn what you need to get started and all about...

Read the Article

Announcement

Don’t Hire an Advisor

You’re buried with client work and practice management. You’re working long hours, your discretionary time is limited, and you need...

Read the Article

Firm Growth & Marketing

Niche Firms and the Future of Advice

Building a niche firm takes focus. I picked my niche (Dentist Advisors) in 2010. Now, more than a decade later,...

Read the Article

Firm Growth & Marketing

Clients Care About Emotional Jobs More Than You Think

Summary: Most clients prioritize emotional jobs over functional jobs at the point of sale and during the lifetime of a...

Read the Article

Planning Process

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...

Read the Article

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...

Read the Article

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...

Read the Article

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...

Read the Article

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...

Read the Article

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...

Read the Article

Pages: 123456789

Real Coaching, Really Fast.

Articles

Articles.

The Membership Model: Do Good, Help More People

Real Coaching, Really Fast.

Use Elements Financial Coaching to stand out, protect your fees, increase participation, and screen for great-fit clients.

Book a Demo