Reese Harper is the founder and CEO of Dentist Advisors, an impartial RIA that oversees almost $ 250 million in AUM for greater than 350 purchasers. Along with operating an organization with a singular specialization, Reese additionally runs a profitable podcast – which he attributes to the expansion of his enterprise. At the moment, he’ll be part of the present to debate the month-to-month monetary planning course of he has developed for consumer service, in addition to the technological instruments he makes use of to implement it.

Hear as Reese says why he thinks the way forward for monetary consulting is primarily about working with purchasers via a unbroken array of micro-interactions round their monetary planning wants. You’ll be taught concerning the systematic sequence of twelve month-to-month deliveries that his firm gives, concerning the monetary planning course of that Reese created, and concerning the premium worth he costs for the premium service his firm gives.

Efficiency notes and extra data will be discovered at: https://www.kitces.com/184