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WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

Ep. 186: Cutting to the Chase Using Targeted Prospecting with Reese Harper, Elements

Come on in and sit back relax, you’re listening to Episode 186 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest for this episode is Reese Harper, CEO of Elements, a provider of advice engagement software. Reese started his career as a financial advisor at Northwest Mutual. Then he launched his own advisory practice called Dentist Advisors, which was an RIA that worked with, you guessed it, dentists, which is kind of funny

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Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.

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Our collection of webinars feature industry leaders and professionals from several top Data and Wealth Management firms. Our panelists review the latest methods and strategies firms are using to improve and influence the #wealthtech and wealth management communities. Powered by Ezra Group, these webinars cover a breadth of topics including technology, operations, and strategy for wealth management professionals. Ezra Group brings more than 15 years of experience to its work with broker-dealers, banks, asset managers, and technology vendors.

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