Elementality for Financial Advisors | Elements Financial Vitals System™

Where Your Ego Ends and The Business Begins


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In this episode of Elementality, you'll hear Reese Harper and his co-founder at Dentist Advisors, Ryan Isaac, reflect on the early days of their business and how they laid the groundwork for a profitable and consistent client experience across multiple advisors. As the demands on their time increased, learn how they answered tough questions, such as: Should we raise our fees? Wait for our clients to accumulate more assets? Hire another advisor? Scale back our service?

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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