EPISODE · Aug 3, 2022 · 40 MIN
#347: Why Financial Advice Should Be Like Dentistry
from The Dentist Money Show | Financial Planning & Wealth Management
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.
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#347: Why Financial Advice Should Be Like Dentistry
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