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

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Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

10d ago 54:56

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Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

601 episodios

Artwork

#599: What Your Financial Advisor Expects From You

The Dentist Money Show | Financial Planning & Wealth Management

41 subscribers

published 10d ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

601 episodios

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