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.

Leave a Reply

Your email address will not be published.

Book a Demo

Complete the form to schedule a time to see how Elements can help you efficiently deliver a next-gen planning experience for your clients.

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.