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Financial Planning & Investment Management for Dentists

Dentist Advisors is a fee-only, fiduciary advisor, which focuses exclusively on dentists.

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Are Uninsured Patients the Key to Boosting Profitability? – Episode 149

On this episode of Dentist Money™, Reese interviews Dave Monahan, CEO of Kleer. Dave offers his expert take on why...

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...

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Why Dentists Retire Six Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule

How Dentist Advisors Delivers Comprehensive Planning

See how Dentist Advisors delivers comprehensive financial planning using a proprietary system to measure key indicators of financial health

How Dentists Get Organized and Win Their Time Back

Learn about the tools and technology Dentist Advisors uses to help dentists take control of their time and make better...

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November 8 - 10, 2018
Tropicana Resort, Las Vegas, NV

January 25 - 27, 2019
DoubleTree Resort by Hilton Hotel – Paradise Valley - Scottsdale, Arizona

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March 28 - 29, 2019
JW Marriott Desert Ridge Resort & Spa, Phoenix, AZ

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Are Uninsured Patients the Key to Boosting Profitability? – Episode 149

On this episode of Dentist Money™, Reese interviews Dave Monahan, CEO of Kleer. Dave offers his expert take on why...

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

Profitability Advice from a Dental-Specific CPA – Episode 147

When’s the last time you gave your practice a financial x-ray? Would an expert accountant find any hidden problems? Morgan...

Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146

Are you ignoring the most effective shot in your financial planning arsenal? In this episode of Dentist Money™ Reese and...

6 Secrets to Hearing “Yes” from Your Patients More Often – Episode 145

More referrals, fewer no-shows and higher case acceptance? It’s not too good to be true. Dr. Chris Phelps, a best-selling...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...

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