The Elements of Financial Health™ Blog

Eat Your Financial Veggies

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

TOPICS
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...

TOPICS
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...

TOPICS
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...

TOPICS
Growth and Scale