Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
XYPN Radio
English - June 01, 2022 12:00 - 1 hour - 104 MB - ★★★★★ - 131 ratingsInvesting Business Careers professionals advice advisors feeonly finance financialplanners financialplanningfirm genx geny millennials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist client as part of a book of business that he left with.
After experiencing 2008 and his first year of running his firm, he decided to go all-in and focus exclusively on dentists—and this is at a time when having a niche wasn't the cool thing to do. As the firm grew, he saw the need to provide more ongoing monitoring of clients' financial situations and started building some highly-functional spreadsheets to provide value to his clients. Then he shared a few of those spreadsheets with other advisors to get their feedback and input and has now built out a tech company named Elements to provide all advisors with the ability to monitor and provide proactive recommendations to their clients.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/336