May 16, 2022Liked by Reese Harper

I have heard a lot of talk in the Elements community about comparing this process to that of a doctor. Your deep dive into this concept is very helpful Reese, and gives me more confidence in what I'm doing. Thank you!

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May 14, 2022Liked by Reese Harper

“ He explains what the score means, how he calculates it, and why it’s important.”

Sharing the why is such a valuable step that I think advisors often miss. We could have accurate data and a great analysis/plan, but if clients don’t understand why it matters, our advice could easily be dismissed. Great post Reese!

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