Advisor & Financial Software Creator Reese Harper on Power of Niches & Client Education

Reese Harper joined Donovan Stull on the Marketing for Financial Advisors Podcast to discuss how he got into working with the dental industry and the power of working with niche markets. Together, they discuss some of the secrets to Dentist Advisors’ success and how The Elements Financial Planning System™ was developed.

Listen to the podcast episode

What You’ll Learn From This Episode:

  • How to identify a strong niche
  • The ways an advisor can market effectively
  • What it really means to specialize in a niche
  • The difference Elements® can make to RIAs
  • How to increase the value your clients see in your service

Listen to the podcast episode

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