Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese’s journey from advisor to fintech entrepeneur and the opportunities that lay ahead. The two explore the ever-changing world of technology for finance and discuss how software platforms like Elements and LOGICLY are helping to empower advisors and add more value to their everyday work.
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