Speaking Logicly

Author: Logicly

Emil Tarazi of ETFLogic sits down with financial advisors, ETF issuers and other investment professionals to discuss investment research, portfolio construction, and everything else related to the wealth management industry.
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Language: en

Genres: Business, Investing

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Reese Harper: Advisor to Fintech Entrepeneur
Episode 2
Tuesday, 21 September, 2021

Our guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese's journey from advisor to fintech entrepeneur and the opportunities that lay ahead.