Reese Harper
44 Podcast Episodes
Why financial advisors should always keep it real, with Elements CEO Reese Harper
Why financial advisors should always keep it real, with Elements CEO Reese Harper
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philoso... Read more
19 Apr 2023
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35mins
Elements with Reese Harper | E269
Elements with Reese Harper | E269
Jason talks to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful ... Read more
21 Mar 2023
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42mins
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Breaking Down Patriarchy and the Hierarchy of Needs – with Reese Harper
Breaking Down Patriarchy and the Hierarchy of Needs – with Reese Harper
On today's episode I'm joined by my friend, entrepreneur Reese Harper, for a vulnerable conversation about the idea of b... Read more
23 Aug 2022
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38mins
Don't Call It "Financial Planning" with Reese Harper
Don't Call It "Financial Planning" with Reese Harper
In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning ... Read more
20 Jun 2022
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35mins
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Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual... Read more
1 Jun 2022
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1hr 15mins
Follow Up Friday - Guest Star Reese Harper
Follow Up Friday - Guest Star Reese Harper
Action items for delivering massive value. https://bit.ly/3Nm7NFh
1 Apr 2022
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3mins
Guest Star Reese Harper [Episode 145]
Guest Star Reese Harper [Episode 145]
Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiv... Read more
28 Mar 2022
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36mins
Interview with Reese Harper: The Elements of Financial Planning
Interview with Reese Harper: The Elements of Financial Planning
On this episode of Shaping Change Ross Marino talks with Reese Harper, CEO of The Elements Financial Planning System and... Read more
23 Feb 2022
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35mins
Ep 048: Reese Harper - Advising Specialized Clients and Best Practices for Targeting Niche Markets
Ep 048: Reese Harper - Advising Specialized Clients and Best Practices for Targeting Niche Markets
Today’s conversation is with Reese Harper, Founder & CEO of Dentist Advisors and Elements. Jeff and Reese discuss th... Read more
23 Sep 2021
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42mins
Reese Harper: Advisor to Fintech Entrepeneur
Reese Harper: Advisor to Fintech Entrepeneur
Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliv... Read more
21 Sep 2021
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34mins
