#238: Is Your Advisor a Data Nerd or Just Taking Your Word? episode artwork

EPISODE · Jul 1, 2020 · 34 MIN

#238: Is Your Advisor a Data Nerd or Just Taking Your Word?

from The Dentist Money Show | Financial Planning & Wealth Management · host Dentist Money™ Show

On this episode of the Dentist Money™ Show, Ryan interviews Will Gochnour, a member of our Dentist Advisors advisory team. It's a behind-the-curtain look at what our associates go through as they prepare to take on the role of Financial Advisor.  Data collection is at the heart of our holistic financial planning philosophy and provides the foundation for good financial decisions. Will describes how gathering data for hundreds of financial plans, and then seeing how we use that data to support our advice, prepared him for his current role.

Episode metadata supplied by the publisher feed · Published Jul 1, 2020

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#238: Is Your Advisor a Data Nerd or Just Taking Your Word?

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