Reese on the Profitable Advisor Podcast

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.

Listen to the podcast episode.

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