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Kyle Long's avatar

Reese, in my opinion, this is your best article yet! This story is why I'm in this profession - to have those kinds of conversations with my clients. Data analysis and projections just don't get me up in the morning. I'm going to schedule some of these kinds of dinners with my clients.

Can you take me to dinner and review my Elements scores??

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Nilesh Makwana's avatar

Appriciate you for sharing such a story, Reese!

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David Lardinois's avatar

This is awesome! Hard to get to the root of the conversation when staring at a Monte Carlo.

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Reese Harper's avatar

It’s true. It’s really hard for clients to see last the complexity and be co-pilots when they can’t make sense of the map.

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Donovan Carson's avatar

I really appreciated this post, Reese!

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Reese Harper's avatar

Thanks Donovan! Appreciate your leaving that nice thought here.

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Brandon G's avatar

I love this real life example. I would guess that you could have shown him all of the scenarios, stress tests, and Monte Carlo projections and still not have gotten to the root of the problem (not comfortable about recently reduced liquidity). Elements makes it so seamless to effectively cover both the functional and emotional jobs. Thanks and have a great weekend Reese!

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Reese Harper's avatar

Insightful Brandon. Really appreciate your comment. As you mention, it’s difficult to get to the root problem in ur conversations. That’s why I created Elements. It’s not perfect, but it does eliminate a lot of the noise.

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Reese Harper's avatar

Agreed!

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