Ep 184: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee with Reese Harper
Reese Harper is the founder and CEO of Dentist Advisors, an independent RIA that oversees nearly $ 250 million of AUM for more than 350 clients. On top of running a firm with a unique niche, Reese also runs a successful podcast—something he credits with helping to grow his business. Today he joins the show to discuss the monthly financial planning process he has developed for serving clients, as well as the technology tools he uses to implement it.
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