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

Browse All Episodes

Purposeful Marketing Paves the Way

Lifestyle business? Boutique firm? Category killer? Whatever type of advisory practice you’re aiming to grow, you need a cohesive marketing...

TOPICS
Marketing

Staying Nimble in a Changing World With TJ Dunker

Shifting consumer demand, fintech breakthroughs, hyper-efficient new competitors… the game changers are coming fast and furious to the financial services...

TOPICS
Leadership

Say It With Style (and Purpose) With Katherine Eitel Belt

Are you really communicating with clients, team members, and colleagues? Or are you just talking them through MoneyGuidePro graphs, Asana...

TOPICS
Leadership
Marketing

The Evidence for Evidence-Based Investing with Apollo Lupescu

Of course you want to focus on what adds the most value for clients. And with robo advisors serving up...

TOPICS
Planning Process

7 Investment Don’ts Your Clients Need to Hear

A recent study from Vanguard showed that behavioral coaching from an advisor can add as much as 2% in net...

TOPICS
Business Ethics
Planning Process

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

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

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

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

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

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

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