Marketing For Financial Advisors

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


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Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets.

Elements Financial Planning software is designed for financial advisors to help their clients see their portfolio at glance, as well as get notification pings for milestones and when things need to be done.

To learn more about Elements, Click Here to request your free demo with Reese and his team, or visit https://getelements.com.

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Marketing For Financial AdvisorsBy Don Anders