#599: What Your Financial Advisor Expects From You The Dentist Money Show | Financial Planning & Wealth Management podcast

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Contenuto fornito da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

The Dentist Money Show | Financial Planning & Wealth Management « »
#599: What Your Financial Advisor Expects From You

2M ago 54:56

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Contenuto fornito da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive relationships with their clients, and share some lessons. Whether you’re considering hiring a financial advisor or already working with one, tune in to hear valuable perspectives that will help you maximize your financial journey.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

… continue reading

620 episodi

Artwork

#599: What Your Financial Advisor Expects From You

The Dentist Money Show | Financial Planning & Wealth Management

17 subscribers

published 2M ago

Condividi

MP3•Pagina principale dell'episodio

Contenuto fornito da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive relationships with their clients, and share some lessons. Whether you’re considering hiring a financial advisor or already working with one, tune in to hear valuable perspectives that will help you maximize your financial journey.

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

… continue reading

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