Fintech Impact

Jason talks to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients and advisors, but specifically focused on the key things that they need to focus on in order to be effective in their financial planning journey. Episode Highlights1.36: Reese shares how the idea of launching Elements came through? What factors motivated him?06.38: Reese tried to create a more efficient way to answer questions without him having to do any of the data entry or data maintenance. 07.49: As per Reese they are trying to get deeper in conversations, but not have as many extensive presentations as they are trying to put in front of people. 13.48: Saving money, spending money, paying taxes and paying debt are the four elements that are the four vital signs that cash flow is made-up of.16.02: Reese explains how the elements financial planning system scorecard works. 18.58: Reese discusses the obligation that they have as the software