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Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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#347: Why Financial Advice Should Be Like Dentistry

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Manage episode 336630139 series 2498672
Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists, are diagnosing a client’s financial health before offering a full treatment plan. On this Dentist Money™ Show, Ryan, Matt, and Taylor Sutterfield, CFP®, discuss why more advisors are now building client relationships based on trust.

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

  continue reading

495 episoder

Artwork
iconDel
 
Manage episode 336630139 series 2498672
Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists, are diagnosing a client’s financial health before offering a full treatment plan. On this Dentist Money™ Show, Ryan, Matt, and Taylor Sutterfield, CFP®, discuss why more advisors are now building client relationships based on trust.

Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

  continue reading

495 episoder

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