What Your Financial Advisor Expects From You
![The Dentist Money Show | Financial Planning & Wealth Management](/assets/artwork/1x1.gif)
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.
Thông Tin
- Chương trình
- Tần suấtHằng tuần
- Đã xuất bản13:00 UTC 8 tháng 1, 2025
- Thời lượng55 phút
- Xếp hạngSạch