Resources

Type

Topic

Keyword

Blog

Insights Are Now Available in Beta

Insights & Actions is an advisor-driven client engagement tool that combines notifications, analysis, and communication in a single screen.

TOPICS

Announcement

Blog

XYPN Radio Interviews Reese about Serving a Niche

We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a...

TOPICS

Planning Process

Software

Blog

Monitor Financial Vitals to Increase Client Trust

Imagine you’re feeling chronic fatigue. You don’t know what’s up, so you decide to get a comprehensive medical exam. First...

TOPICS

Planning Process

Blog

The Perfect RIA Podcast with Reese Harper

On this episode of The Perfect RIA, co-host Matthew Jarvis is joined by Reese to talk about how to bring...

TOPICS

Client Experience

Blog

Elements 2.0 Beta Is Here!

We've been hard at work and it is finally here! Learn what you need to get started and all about...

TOPICS

Announcement

Blog

Don’t Hire an Advisor

You’re buried with client work and practice management. You’re working long hours, your discretionary time is limited, and you need...

TOPICS

Growth and Scale

Blog

Niche Firms and the Future of Advice

Building a niche firm takes focus. I picked my niche (Dentist Advisors) in 2010. Now, more than a decade later,...

TOPICS

Growth and Scale

Blog

Clients Care About Emotional Jobs More Than You Think

Summary: Most clients prioritize emotional jobs over functional jobs at the point of sale and during the lifetime of a...

TOPICS

Planning Process

Blog

Don’t Call It Financial Planning

Ironically, when talking to prospects and clients, I try to avoid the words “financial planning.” The term is imprecise and...

TOPICS

Vision

Blog

The Advisor’s Struggle

As a financial advisor, I try not to overthink Mondays. Monday kicks off the week with a hefty dose of...

TOPICS

Leadership

Blog

Reese Is Featured on the Market in Motion Podcast

In this week’s episode, Mike Woods sits down with Reese Harper, founder of Dentist Advisors, an independent IRA focused on...

TOPICS

Marketing

Planning Process

Blog

Speaking Logicly with Reese Harper

Emil Tarazi, the host of Speaking Logicly, invited Reese Harper to join him for a discussion about the Elements Financial...

TOPICS

Client Experience

Leadership

Planning Process

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Resources

Resources

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