Each week on “The Profitable Advisor Podcast” the highly successful Dan Cuprill, CFP® helps financial advisors in their quest to build “profit-based” planning practices.
This week Dan interviewed Dentist Advisors’ CEO, Reese Harper, about how he has built a thriving financial planning practice. Their conversation covers a variety of topics including Reese’s experience with the start-up process, creating the Elements Financial Planning System™, choosing a niche, regrets, marketing, and more.