The Dentist Money Show | Financial Planning & Wealth Management cover image

The Dentist Money Show | Financial Planning & Wealth Management

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

May 5, 2021
41:49

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.

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