Your Financial Health: Strategies and Mindset for Current Climate and Beyond with Reese Harper - a podcast by Dino Watt

from 2020-04-09T12:54:02

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Reese Harper is a Certified Financial Planner with a passion for delivering objective and personalized advice based on full picture view of an individual’s overall financial health. His expertise includes portfolio construction, investment management, tax strategy, retirement planning, risk management, and business coaching for entrepreneurs. His proprietary planning methodology called Elements® is used by professionals all over the country to make work optional at an earlier age. He is a regular contributor to financial publications and keynote speaker at events nationwide. In addition to a CFP®, Reese holds CLU® and CHFC® designations from the American College of Financial Services.

 

SHOW NOTES:

With your businesses sitting still for the next weeks or months, here are some best business practices for what they should prepare for:

  1. Apply for a Payroll Protection Program or Disaster recovery loan.
  2. Apply for a credit line from your local bank.
  3. Have a strong social media program and build your audience.
  4. Have a good relationship with either your financial advisor or your fiduciary adviser that can coach you through whether your portfolio is properly positioned right now.
  5. Start learning and get your finances together.

 

For more information on Reese Harper and their online professional course on making smart financial decisions you can visit https://dentistadvisors.com/studentlearning.

 

DINO’S BIO:

Dino Watt is a dynamic, highly sought after keynote speaker, private practice business advisor, best selling author, and certified body language and communication expert.

As a business relationship expert, Dino understands that people are the heart of any business. His interactive training style will bring your audience to roaring laughter and move them to tears. Whether he is training on C.O.R.E Culture, Sales and Sales Support, or Making love and business work, your audience will rave about Dino and the energy he brings to every event.

Dino has spoken for MKS, American Association of Orthodontists, PCSO, Pitts Progressive Study Group, The Shulman Study Club, Keller Williams, Sotheby’s, DentalTown, Ortho2, OrthoVoice, and many others.

Out of all the accolades Dino has received, the one he is proudest of is title of PHD, Passionate Husband and Dad. Dino has been married to his wife Shannon for 24 years and together they have raised 3 amazing adults.

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