Welcome to The Advisor!

Thanks for joining my newsletter for financial advisors. 

My name is Reese Harper. I started a niche RIA called Dentist Advisors, which continues to exceed expectations. More recently, I implemented what I learned from my RIA and founded a financial planning system called Elements. I love my job as an advisor, and as an entrepreneur in fintech. I especially value the opportunity it offers me to make a positive impact. 

All the content is coming directly from me, usually in the late hours of the night. I continue to serve clients actively, switching gears to build technology, which will improve and enhance the efficiency of my existing practice and the practices of other advisors.

I don't have a marketing or sales objective here. I see myself as more of an academic, interested in lifelong learning alongside each of you. I don't have the time or money to perfect my writing, but you can expect my authentic, fresh takes here—with very little fluff.

My interests are primarily in client communication, client engagement, client financial health, benchmarking and heuristics around client KPI's, sample job maps for client "jobs to be done," instructional drawings, screenshots of software, and product insights I have as I continue to build Elements and DA.

I would love your feedback at any time. Please comment, like, share, or reply directly to my emails. I'm excited to have a more regular cadence of communication with each of you. I look forward to hearing from you!