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Learn how our advisors use Elements® to monitor the most important indicators of your financial health.
Elements®Our dashboard puts you in control of your finances by tracking your investments, bank accounts, loans, and assets all in one place.
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Have you ever thought about investing in a startup? If you haven’t already, someday you’ll be approached to fund the next big thing. And maybe it’s the next Amazon.com. But...
Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
Why Are Some Dentists Hesitant to Hire A Financial Advisor?
By Reese Harper, CFP® , CEO of Dentist Advisors
What are the Hidden Costs of Timing the Market? – Episode 153
7 Things Dentists Can Learn from Steve Martin About Money
By Reese Harper, CFP® , CEO of Dentist Advisors
Why Borrowing Against Life Insurance Is Not A Secret Sauce
By Reese Harper, CFP® , CEO of Dentist Advisors
The Top 10% of Dentists Have This in Common – Episode 152
How Fast Should Your Net Worth Grow? – Episode 151
How to Avoid Becoming a “Drive-By” Dental Practice – Episode 150
Are Uninsured Patients the Key to Boosting Profitability? – Episode 149
What the Heck Does “Financial Planning” Even Mean? – Episode 148
Profitability Advice from a Dental-Specific CPA – Episode 147
Can NBA Analytics Revolutionize Your Personal Spending Plan? – Episode 146
6 Secrets to Hearing “Yes” from Your Patients More Often – Episode 145
