Interview with Reese Harper: The Elements of Financial Planning

Update: 2022-02-23

Description

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.

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Learn more about Dentist Advisors:
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Interview with Reese Harper: The Elements of Financial Planning

Ross Marino, CFP®, CPFA, CeFT®

#box-pro-ellipsis-17632358120848{-webkit-line-clamp:2;}Interview with Reese Harper: The Elements of Financial Planning

Interview with Reese Harper: The Elements of Financial Planning

Ross Marino, CFP®, CPFA, CeFT®

Interview with Reese Harper: The Elements of Financial Planning