Breakthrough Technology to Monitor Your Clients' Financial Health
About This Episode
Clients and prospects are demanding a more flexible, iterative financial planning process that evolves as their financial lives do. That is why my guest today created Elements, a mobile-first, client-centric, financial monitoring platform. Elements builds a one-page financial plan that helps the modern advisor remain in closer, deeper communication with clients as their financial needs shift. It encourages better behaviors with clients that promote financial health by displaying digestible pieces of critical financial data, including debt, savings, spending, insurance, investments, and more.
About Our Guest
Reese Harper is the creator of the Elements Financial Monitoring System™ and founder/CEO at Elements®. He holds a master’s degree in finance, plus CFP®, CLU®, and ChFC® designations.
In 2007, he founded Dentist Advisors, a boutique RIA providing financial planning to dentists in 45 of 50 states. He successfully grew the firm to nearly 400 clients and over $250M in AUM. He also launched The Dentist Money Show, the top financial podcast for dentists.
Here are additional resources:
- Elements home page
- The Advisor Substack
- Reese Harper on LinkedIN
- Subscribe to the Elements podcast
- Blog posts by the Elements team
- Videos by the Elements team
- Webinars by the Elements team
- A "Meet Reese" webinar
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