#282: A Year in the Life of a Dentist Advisors Client

from The Dentist Money Show | Financial Planning & Wealth Management · host Dentist Advisors - Financial Planning and Wealth Management

What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to the nuts and bolts of each phase a Dentist Advisors client passes through.

Episode metadata supplied by the publisher feed · Published May 5, 2021

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#282: A Year in the Life of a Dentist Advisors Client

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This episode is 41 minutes long.

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This episode was published on May 5, 2021.

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