The Elements of Financial Health™ Blog

Reese 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...

TOPICS
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...

TOPICS
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...

TOPICS
Growth and Scale
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...

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