Elementality Podcast

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

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 positive client experience. Attracting the right candidate starts by defining firm goals and establishing the right responsibilities that contribute to … Continued

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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
Planning Methodology

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
Leadership