Transforming Financial Planning Systems

There’s no universal standard for financial planning, which means you’ll have to put your own stake in the ground and define what it means for your firm. Where does your minimum offering begin and your maximum offering end? And how will you control the service experience as more clients and advisors enter the mix? In this episode of Elementality, Reese Harper and Ryan Isaac, co-founders of Dentist Advisors, describe the art and science of measuring financial health and the evolution of their Elements® planning methodology.