Xypn Radio

On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner.  We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Reese shares how his frustrations with the lack of realistic, standardized measurements for a client's financial health led him to define what he calls the client's 11 vital signs—an essential aspect that eventually led to the development of Elements. These vital signs don't just transform the delivery of financial planning services by advisors, but they also redefine the client's experience and the overall value of financial planning. What struck me most during this conversation was the emphasis on the client’s’ present situation, referred to by Carl as the "presenting problem." Elements, through its standardized set of measurements, defines a new language of advice a