The Advisor

Become an "Embedded" Advisor. AI Is Coming for White-Collar Work.

As planning, analysis, and portfolio management get automated, the real value of an advisor is shifting fast—to emotional guidance, embedded insight…

Jun 13, 2025 • Reese Harper

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Coming Home: What Financial Advisors Need to Rethink About Housing

How rising home prices are forcing a rethink on ownership, security, and what “home” really means in 2025.

Jun 6, 2025 • Reese Harper

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May 2025

What Will Advisors Actually Do in 2030?

AI, Niches, and Job Maps

May 30, 2025 • Reese Harper

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October 2023

Stop Comparing, Start Living: The Real Wealth is Being Alive

Hey there, friend.

Oct 27, 2023 • Reese Harper

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September 2023

Speaking Freely

Are you the type of person whose mind moves really fast?

Sep 29, 2023 • Reese Harper

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3 Things I Liked About Future Proof

A Conference Review

Sep 15, 2023 • Reese Harper

Top Decile Startups Decline 5x—Time for Curiosity

One of my VC’s sent me a surprising note this week. Software companies' growth has been slowing down a lot.

Sep 1, 2023 • Reese Harper

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August 2023

Endless Adventure

Mystical, orange cliffs

Aug 25, 2023 • Reese Harper

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Maximizing Wealth Is Not Enough

Executive Summary:

Aug 18, 2023 • Reese Harper

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Money in the Now

When I started Elements, I was responding to an initial pain that was born inside of my challenges starting a mid-market RIA, called Dentist Advisors…

Aug 11, 2023 • Reese Harper

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July 2023

My Family Vacation Guide to Coronado Island

When Babcock and Story purchased the entire Island of Coronado for just over $100,000 in the 1800's, they had a big vision for the place. Even with that…

Jul 28, 2023 • Reese Harper

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Breaking Free From the Machine

My cursor blinks, teasing me on the bright screen.

Jul 21, 2023 • Reese Harper

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