You Are Not a Commodity

Join Reese Harper, CFP®, as he explores the Elements® of financial planning that helped the Dentist Advisors team build their niche, planning process, and cutting edge technology.  Enjoy stories, expert interviews, and case studies to help you build the practice of your dreams.

Latest Episode

A Better Way to Answer Your Clients’ #1 Question

Does real advice require a Monte Carlo simulation? Or can you get to the heart of your clients’ questions with a simpler explanation of their financial progress? This episode of Elementality offers a straightforward and client-friendly approach to answering the … Continued

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Welcome to Elementality! Stop Selling and Start Advising

Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche?...

TOPICS
Business Ethics

Where Your Ego Ends and The Business Begins

You’ve developed the kind of financial planning expertise that goes beyond portfolio management and insurance products. You’re delivering meaningful advice...

TOPICS
Growth and Scale

Real Financial Planning Starts With a Real Process

Advisors have abused the word “planning” for decades. While the product-focused part of our industry delivers smoke and mirrors, how...

TOPICS
Planning Methodology

When is it Time to Hire Professional Management?

How long will you wear all the hats in your business? When does it make sense to add management overhead...

TOPICS
Growth and Scale

Making the Move from Broker Dealer to RIA

A leap from commission-based to fee-only compensation doesn’t come with a safety net. Even if financial advisors see a better...

TOPICS
Compensation

A Better Way to Answer Your Clients’ #1 Question

Does real advice require a Monte Carlo simulation? Or can you get to the heart of your clients’ questions with...

TOPICS
Planning Methodology