SHIFT with Ross Marino

Interview with Reese Harper: The Elements of Financial Planning


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On this episode of Shaping Change Ross Marino talks with Reese Harper, CEO of The Elements Financial Planning System and Founder of Dentist Advisors. They discuss Elements innovative and behavior focused approach to the client/advisor relationship. 

Learn more about The Elements Financial Planning System:
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Learn more about Dentist Advisors:
Website

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SHIFT with Ross MarinoBy Ross Marino, CFP®, CPFA, CeFT®

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