The Elements of Financial Health™ Blog

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...

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...

TOPICS
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...

TOPICS
Growth and Scale
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...

TOPICS
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...

TOPICS
Growth and Scale

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...

TOPICS
Planning Process

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

The recent political buzz surrounding the U.S. presidential race has caused me to reflect more on spending, economics, and my...

TOPICS
Planning Process

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...

TOPICS
Marketing

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...

TOPICS
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...

TOPICS
Growth and Scale
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...

TOPICS
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...

TOPICS
Leadership