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.

Latest Episode

Is Your Technology on Target?

There are many reasons we seem obsessed with technology—in just over a decade we’ve seen the rise of the smartphone, the Cloud, and an increasingly connected world. It’s a fascinating time with more cool stuff on the way. But when … Continued

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Balancing Your Jobs to Build Stronger Relationships

Advisors offering ongoing financial planning deliver both functional jobs (like performing analysis and creating the plan) and emotional jobs (like...

TOPICS
Client Experience
Planning Process

How to Bring Financial Joy to Your Clients with Dr. Meghaan Lurtz

As an advisor, you want to build a strong relationship with each client. To do that part of your role...

TOPICS
Client Experience

The Truth Behind the Question “How Am I Doing?”

Throughout your career, your clients will ask you many questions. Most will deal with a financial pain the client wants...

TOPICS
Planning Process

Finding the Right Candidate for Your Firm with Caleb Brown

As advisory firms grow, successfully attracting and hiring the right talent is essential to unlocking efficiencies and, more importantly, a...

TOPICS
Growth and Scale
Leadership

Why Process Is Critical to Client Communications

In the first year, communication with a new client comes easily. You need data and time to deliver a plan...

TOPICS
Client Experience
Planning Process

Overcoming Emotional Hurdles Before Solving Problems with Dr. Daniel Crosby

As advisors, we often encounter situations in which clients resist recommendations that we know will improve their lives. Sometimes our...

TOPICS
Client Experience

Why Standards Improve the Quality of Your Advice

Compared to other professions financial planning is in its infancy. While financial products have been around since the first insurance...

TOPICS
Leadership
Planning Process

What to Look Forward to in Elementality Season 2

Last week we wrapped up Season 1 and we hope you enjoyed it as much as we did. If you...

TOPICS
Vision

Making It Work When Work Comes Home with Barb Harper

As a result of new technologies, product marketers began overusing phrases like “paradigm shift.” Now we’re seeing what a real...

TOPICS
Software

Get Off the Sales Cycle Roller Coaster with Mark LeBlanc

Running an advisory business can feel a lot like riding a roller coaster. At first, you’re in high gear trying...

TOPICS
Growth and Scale

Streamline the Planning Process with Frictionless Technology

FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time...

TOPICS
Planning Process
Software

Be the Resource Clients Want to Refer with Dan Allison

Referral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even...

TOPICS
Growth and Scale