Episode No. 336 | June 01, 2022
Finding Balance Building a Boutique Firm & Serving the Dentist Niche
A Conversation with Reese Harper
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …
November 13, 2019
Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
Today we have the founder of Holistiplan—and winner of this year’s #XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all a …
