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.

Is “Behavioral Change” Really The Right Value Proposition?

Advisors are short selling their value when they call themselves “behavioral coaches.” I understand why they do it, and why...

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Make a Strong First Impression With Clients

Gone are the days when financial advisors could show up and expect to get paid 1% on client assets for...

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Planning Process

Dream Big

Riding a bike didn’t impress me much as a kid. When I moved to Salt Lake City in my 20’s...

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Firm Growth & Marketing

Vision

Taking the Holistic Approach

As a kid, I played sports and spent time in nature all the time. When adulthood came along, complete with...

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Planning Process

Order and Chaos, Agents of Growth

In Ancient Chinese philosophy, yin and yang, representing chaos and order, is a concept of dualism. Their cosmic creation story...

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Leadership

The Life-Changing Value of a True Advisor

You can tell the difference between an advisor who is casually engaged with their clients, and someone who is deeply...

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Business Ethics

Planning Process

Thrive on Disruption

To say that the financial services industry is in a state of flux would be a gross understatement. Clients are...

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Software

To Grow or Not to Grow?

Building a firm in addition to advisory work can feel like juggling two full-time jobs. The demands of your growing...

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Firm Growth & Marketing

Leadership

Eat Your Financial Veggies

Financial planning is a lot like eating your vegetables. People know they need to do it, but it is hard...

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Planning Process

Don’t Dictate, Collaborate

Every Tuesday, I hold a team meeting with our financial advisors to discuss the direction we are heading as a...

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Leadership

Reese Is Interviewed by Michael Kitces

Michael Kitces interviews Reese Harper, CFP® about the Elements Financial Planning System™ and the technology he has used to help...

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Software

Reese on the Profitable Advisor Podcast

Dan Cuprill, CFP® interviews Dentist Advisors' CEO, Reese Harper, about how he built his thriving practice using the Elements Financial...

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Firm Growth & Marketing

Pages: 1234567

Articles

Articles.

The Membership Model: Do Good, Help More People

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