Niching Down with Reese Harper of Elements

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Reese Harper of Elements. Reese Harper is a Certified Financial Planner with a passion for delivering objective and personalized advice based on full picture view of an individual’s overall financial health. His expertise includes portfolio construction, investment management, tax strategy, retirement planning, risk management, and business coaching for entrepreneurs. His proprietary planning methodology called Elements® is used by professionals all over the country to make work optional at an earlier age.

Tune in to hear:

- Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no to everything else and how did choosing such a specific niche serve him well?

- How did he land on dentists, in particular, as his niche?

- Why do dentists, on average, retire 6 years later than their fellow Americans when they make 4x as much as the average American?

- Dentists and Financial Advisors have the highest rates of suicide of any profession. What role does an advisor have in protecting and safeguarding the holistic wellness of their clients?

- What is the most common contentious points for couples’ financial discussions?

- What is the most unique & valuable element in Reese’s new mobile finance tool, Elements?

- How can you use Elements to improve client behavior? 

www.getelements.com

Compliance Code: 2055-OAS-7/20/2021