100th Episode! What You Should Expect From Working With a Financial Advisor

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In the show's 100th episode, Evon talks about what optometrists should expect and experience from working with a financial advisory firm. There has been historically poor business models in financial services that fall short of providing advice optometrists need, in their best interest. There also appears to not be a great public awareness of what good financial advisors actually do for clientsEvon aims to help optometrists understand what exactly financial planning is, and what they should be receiving from working with a financial advisor in terms of services received and client experience, by walking the listener through his firm's own client experience.  As you search for your own trusted advisor, hopefully this episode gives you a better idea of what to expect, and when a potential service doesn't quite meet your needs. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 44: An Optometrist’s Guide to Financial Advisors (5 Questions To Ask)Schedule an Intro CallThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.