Emil Tarazi, the host of Speaking Logicly, invited Reese Harper to join him for a discussion about the Elements Financial Planning System. Their conversation touches on Reese’s journey from advisor to fintech entrepreneur and the opportunities that lay ahead. The two explore the ever-changing world of technology for finance and discuss how software platforms like Elements and Logicly are helping to empower advisors and add more value to their everyday work.
During the podcast episode you will learn:
- How to identify and engage people when they are ready for an advisor
- The way technology has shifted the industry to a more holistic model
- Why net-worth monitoring is a vital part of optimal planning
- How to keep your business relevant from generation to generation