The Advisor Lab by CION

Episode 61: Niching Down – A Case Study from an Advisor Who Did It Successfully


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In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it’s like to build a niche practice from someone who’s done it before. 

Learn more about Elements at: getelements.com

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The Advisor Lab by CIONBy CION Investments

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