The Advisor

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Voicing My Drafts: A Writing Revolution
This time I draft a writing tip To help you clear the noise Listen to recordings of Your rambling natural voice Earlier this year, I learned a few…
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Reese Harper
7 Tips to Increase Your Fundraising Odds Right Now
Picture this: It's a sunny afternoon and I'm sitting across from a budding entrepreneur, who is brimming with enthusiasm and has a sparkle in their…
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Reese Harper
How to Boost Organic Growth in an RIA Firm
Introduction Historically, Registered Investment Advisor (RIA) firms have been able to survive and even thrive by focusing on a single service for one…
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Reese Harper
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Monitor Financial Vitals To Increase Client Trust
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Don't Call It Financial Planning
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Lowering the Cost of Important Conversations
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The Membership Model: Do Good, Help More People
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Camping with Reese and Carl
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The Art of Building: Lessons from a Financial Startup Journey
The art of building something from scratch has a unique allure, especially when that creation has the capacity to change lives. As Elements' founder and…
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Reese Harper
The Perils of Parenting
[The musical inspiration I chose for this week’s post is “Hell-N-Back” from Bakar. Inspiration for the photo I chose is at the end of this article.] The…
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Reese Harper
How I Think About Advice Consumers, An RIA Guide
In the past, RIA’s have been able to survive, and in some cases thrive, with almost zero marketing, and a single service targeted toward one archetype…
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Reese Harper
Yield Like Water
The picture in this post is from Moab, Utah. I love sitting and looking at the Colorado River wrapping its way through the canyons. The friction from…
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Reese Harper
Freebirds
Some people are freebirds They struggle to be on a team Everyone around them is broken And they constantly criticize Some team members lighten loads And…
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Reese Harper
How to Capitalize on Your Inner Visionary
Recently, I had a conversation with my son, Gabe, who was excited to tell me about his latest business venture, the Nexus Exchange. He’s a freshman in…
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Reese Harper
What I Miss with My Remote Team
In early 2020, I felt scared that COVID-19 was going to ruin my advisory practice and de-rail Elements. The software was just taking shape in my mind…
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Reese Harper
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The Advisor
The Advisor
Some days my writing may be about the art of giving financial advice; some days, the wild journey that is parenting; others, just what’s on my heart and mind. Thank you for being here. I love having you as part of this community.

The Advisor

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