&#35; Reese Harper

21 أكتوبر، 2024

Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per clien…

00:07:12

Serve More Clients By Focusing On Conversations [191]

Elementality for Financial Advisors | Elements Financial Vitals System™

14 نوفمبر، 2024

Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction. They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery…

00:26:46

Preview: The Elements Of Money Show [195]

Elementality for Financial Advisors | Elements Financial Vitals System™

19 ديسمبر، 2024

Jordan shares a sneak peek of an exciting new show called The Elements of Money, where CEO Reese Harper and Abby Morton simplify real-world financial questions using the Elements framework. Listen in as they discuss the ins and outs of building an emergency fund, distinguishing between short-term…

00:12:50

Zero Assets, Zero Shame [209]

Elementality for Financial Advisors | Elements Financial Vitals System™

3 إبريل، 2025

Reese Harper and Abby Morton break down how to help young professionals just starting their financial journey. Through the case study of a young working professional they discuss practical strategies for building wealth, from establishing emergency savings to growing income potential. The conversa…

00:16:06

Ep #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic Tool

Behind The Advisor

1 مايو، 2024

On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN's newest technology partner. We'll dive deep into the origins of Elements, the technology its…

00:59:19

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

Behind The Advisor

1 يونيو، 2022

We're excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist clien…

01:15:50

Looking Ahead: __% of the Market Will Go DSO

Dental A Team Podcast

1 يوليو، 2025

Kiera is joined by Ryan Isaac of Dentist Advisors to dive into DSOs. They discuss such questions as: Are they the best financial choice for your practice? The best life choice? Are the horror stories true? And so many more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a P…

00:27:55

Looking Ahead: __% of the Market Will Go DSO

Dental A Team Podcast

LS 46

TOP 1%

1 يوليو، 2025

00:27:55

FORMULA INDIE 23.6.2026

Formula Indie

22 يونيو، 2026

SAMLOW - Red Riot Reese Harper - Cottonwood Olivier Hernova - L'ombre de ton soleil Janie Kogan - BULLETPROOF Mogipbob - Creepy Ice Cream Truck Max Moose Band - Long Island Duckling William McLaughlin – Summer Vibes Darren Flynn – Pinebox Aaron Lewis Moore – Thrashes to Ashes Sutlej – Tell me you c…

02:00:07