
Sign up to save your podcasts
Or
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:
Website
LinkedIn
Podcast
Twitter
Learn more about Dentist Advisors:
Website
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
5
66 ratings
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:
Website
LinkedIn
Podcast
Twitter
Learn more about Dentist Advisors:
Website
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.