Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get

insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 184th episode of the Financial Advisor Success Podcast. My guest in today's podcast is

Reese Harper. Reese is the founder and CEO of Dentist Advisors,

an independent RIA based in Salt Lake City that oversees nearly 250 million of assets under management

for more than 350 clients. What's unique about Reese, though, is that his advisory firm doesn't

just have a deep niche in serving dentists, as the name of the firm implies, but that Reese

develops his own unique monthly financial planning process for serving clients and raise

capital from outside investors to develop his own technology tools to implement it.

In this podcast, we talk in depth about the elements financial planning process that Reese has

created, how he boils down a client's financial

planning situation into 12 key metrics to track, including their savings rate, their insurance coverage

rate, and their personal burn rate. The systemitized series of 12 monthly deliverables that

dentist advisors produces for all of its clients each month, one for each of the 12 financial

planning elements, the combination

of Salesforce and Congo that Reese's firm is implemented to increasingly automate the production

of their client deliverables, and why Reese thinks the future of financial planning is all

about working with clients through an ongoing series of micro interactions around their financial

planning needs. We also talk about the business of dentist advisors itself, how Reese has been able to power

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