10 Questions a Dentist Should Ask Before Hiring a Financial Advisor
Choosing the right financial advisor is arguably one of the most important decisions you’ll ever make for your money. So how do you know where to turn for money advice – especially if you’re a dentist whose financial life is much more complex than the average professional’s?
To help you navigate the difficult process of finding the right financial advisor, we’ve developed a series of questions to give you more confidence in your final decision.
Thank you! The information has been submitted successfully.
We'll never share your information. Privacy Policy
Let us help.
Talk to a commission-free CFP® advisor who only works with dentists
Learn how dentist-specific financial guidance makes all the difference.
10 Questions to Ask Before Hiring a Financial Advisor – Episode #467
There’s a lot of know-how—debt, taxes, legal, estate, insurance, retirement planning, and more—that goes into helping a dentist make smart...
5 Signs It Could Be Time to Fire Your Advisor – Episode #365
Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
A Litmus Test to Avoid Self-Serving Advisors – Episode #354
The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
When is the Right Time to Hire a Financial Advisor?
Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Why Financial Advice Should Be Like Dentistry – Episode #347
For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...
Do I Really Need a Financial Advisor? – Podcast Episode 289
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on...
How a Dental-Specific Advisor Can Give You an Advantage – Episode 250
When it comes to the unknown, look to people who’ve been there before. On this episode of the Dentist Money™...
Unlock Your Financial Potential: The Power of a Good Coach – Episode #479
Want to improve your relationship with money? Then you need help developing solid wealth-building strategies and good financial habits. So,...
Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428
Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...
