Michael Kitces interviews Reese Harper, CFP® about the Elements Financial Planning System™ and the technology he has used to help scale his niche, fee-only financial planning firm.
Episode Title: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee, with Reese Harper
What You’ll Learn In This Podcast Episode
- About Dentist Advisors And What The Business Looks Like Today
- How Reese Uses Technology Tools and His Own “Elements Planning” Process To Service His “Entreprofessional” Clientele
- The Systematized Series Of Twelve Monthly Deliverables That Dentists Advisors Provides For All Of Its Clients
- The Combination Of Salesforce And Conga That His Firm Uses
- How His Firm Justifies Its Fees
- How Reese Has Used A Podcast To Grow His Business
- The Challenges Of Growing A Firm Quickly
- Why Reese Sold A Portion Of His Firm To Outside Investors
- What Surprised Reese The Most About Building His Advisory Business
- How Reese Defines Success For Himself