7 Key Questions Dentists Should Ask Before Hiring a Financial Advisor

By Reese Harper, CFP , Founder and CEO of Dentist Advisors    |   Advisors

Featured In: Dentistry IQ

Ask these 7 questions to be sure your advisor is prepared to help you with the challenges of being a practice owner.

The person you hire to manage your wealth will be largely responsible for how well you retire. And unless you know what to look for, you may never know the difference between good and bad advice. In this article published in DentistryIQ, Reese Harper, CFP® lists the most important questions to ask — and the answers you should expect — when hiring a financial advisor.

Click here to read this article

Get Our Latest Content

Sign-up to receive email notifications when we publish new articles, podcasts, courses, eGuides, and videos in our education library.

Subscribe Now
Related Resources

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...