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  • Writer's pictureTravis Parry

Ep 14: Finding Your Niche with Reese Harper

Have you found your market niche? Do you know who you want to serve in today’s market? Having a niche and developing your business to those clients can elevate your business while giving you a sense of balance. You will know the types of people you will be working with.




More About This Episode:

Many of us joined the financial advising industry as a way to have an impact on the lives of others. But as we grow our business tasks can add up, leaving us overworked and uninspired. So, what can we do to change this? How do we provide excellent service and grow our business while also prioritizing our relationships and personal goals?

On today's episode, Reese Harper, the founder of Dentist Advisors and Elements, Financial Planning Software. As a 20-year veteran in the industry, Reese has seen advisors struggle to maintain balance and tackle the sheer complexity and size of the financial market. We will be discussing his journey, how you can find your niche, client experience, and more.

Unfortunately, you can't provide every service to everyone. You have to find your niche, the people you want to work for. Someone's occupation has a lot to do with their view of money, temperament, and emotional decision-making. Picking the right niche is hard, but once you find it you can structure your business and life in a more efficient manner.

Reese has seen advisors struggle with their relationships. They can be hard to maintain when you are working long, stressful hours. There is a lot of pressure on the individual in this industry and that weighs on us. Inside of their businesses, advisors struggle to find their role. Do they want to be just an advisor? An operator? A marketer? All these roles have different tasks and requirements. You can't fill them all. You want to find the things you love doing, the things you are good at and stick to them.

In response to what he has seen in the industry, Reese created Elements, an interactive planning software. Elements follow the "vital signs" of your client's financial health while measuring important metrics like risk, debt-to-income ratio, and more. Join us as we take a deep dive into his program and how it can help advisors like you!

What we discuss on today's episode:

  • Reese's journey as an advisor

  • Finding a niche in the market

  • Finding balance through exercise and relationships

  • Developing your role within your business

  • How Elements works and how it helps advisors provide excellent services


1:06 - Welcome Reese Harper

7:10 – How did he scale his business?

15:53 – Capitalizing on a certain market

20:00 – Connecting with your niche

21:34 – What does balance mean to him?

33:14 – What has he seen advisors struggle with?

39:48 – What is he doing with Elements?

55:25 – Getting started with Elements


Read more about Elements


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