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. The average client age was 38, and they were skeptical validators who were trying to make decisions on whether hiring a human was really worth it. It was harder for other people I hired to sign clients, before Elements. Mostly because it was complicated to explain the value of "financial planning."
"No guilt, no shame, no fear. Just aspiration for a better life, NOW."
I believe this sentiment will allow more people to engage in real financial planning. Judgment is prevalent in the industry, so it's not surprising that meeting with a new advisor comes with a lot of pressure and fear.
Proud to be one of the rebel advisors. Keep up the great work, Reese!
"No guilt, no shame, no fear. Just aspiration for a better life, NOW."
I believe this sentiment will allow more people to engage in real financial planning. Judgment is prevalent in the industry, so it's not surprising that meeting with a new advisor comes with a lot of pressure and fear.
Proud to be one of the rebel advisors. Keep up the great work, Reese!
Amazing to witness your journey and to see the growth of Elements! I'm continually impressed by your tenacity tethered to humility.