Elementality Podcast

The Art & Science of Building a Next-Gen RIA

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.

Finding Scale Through Innovative Solutions and Pricing

Latest Episode

Finding Scale Through Innovative Solutions and Pricing with Kate Holmes

Over recent decades, new ideas and innovations have positively impacted our profession and benefited the clients we serve. Many of these innovations have centered around business models and pricing. With the ever-changing advisor landscape, it’s important to be open to … 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
Leadership

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 Process

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
Leadership

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
Leadership
Vision

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
Client Experience

How Advisors Can Solidify Their Value in a Robo Economy

How will advisors enhance their value proposition in the digital age? The Robo Advisor revolution has exposed advisors who hang...

TOPICS
Client Experience
Software

Defining and Selecting Your Niche with Patrick Brewer

Before you rush into a wealth management niche, let’s take a few minutes to explore the domino effect of your...

TOPICS
Leadership
Marketing

Why Your Stance on Liquidity Needs to be More Fluid

It might not be the Dave Ramsey approach to building wealth, but some of your clients may need to pump...

TOPICS
Planning Process

The Pricing Problem You Can’t Ignore with Matthew Jackson

The fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to...

TOPICS
Pricing

Unleash Advisors with a Shared Resource Strategy

The same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When...

TOPICS
Growth and Scale
Leadership

Stand Out From The Advisor Crowd With Alana Kohl

We live in a world where consumers increasingly prefer craft IPA to Bud Light, artisanal sourdough to Wonder bread, and...

TOPICS
Marketing