
Sign up to save your podcasts
Or


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
By CION Investments5
2020 ratings
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

228,224 Listeners

2,035 Listeners

244 Listeners

10,178 Listeners

113 Listeners