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Konten disediakan oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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#599: What Your Financial Advisor Expects From You

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Konten disediakan oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

613 episode

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iconBagikan
 
Manage episode 460002918 series 1001476
Konten disediakan oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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.

  continue reading

613 episode

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