Where Your Ego Ends and The Business Begins

In this episode of Elementality, you'll hear Reese Harper and his co-founder at Dentist Advisors, Ryan Isaac, reflect on the early days of their business and how they laid the groundwork for a profitable and consistent client experience across multiple advisors. As the demands on their time increased, learn how they answered tough questions, such as: Should we raise our fees? Wait for our clients to accumulate more assets? Hire another advisor? Scale back our service?