#599: What Your Financial Advisor Expects From You episode artwork

EPISODE · Jan 8, 2025 · 54 MIN

#599: What Your Financial Advisor Expects From You

from The Dentist Money Show | Financial Planning & Wealth Management

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.

Episode metadata supplied by the publisher feed · Published Jan 8, 2025

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#599: What Your Financial Advisor Expects From You

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This episode was published on January 8, 2025.

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