Welcome to Elementality! Stop Selling and Start Advising

Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche? What is your planning process? And how will you deliver better advice to more people? Come join the conversation with other like-minded advisors and help us build a better world for clients. In this introductory episode of Elementality, you’ll hear Reese Harper, CFP® explain his decision to leave a well-paying job to pursue a more client-focused, specialized approach to financial planning while the market was collapsing in 2008–2009.

Show Notes


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