The Elements of Financial Health™ Blog

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...

TOPICS
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...

TOPICS
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...

TOPICS
Growth and Scale
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...

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