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Why There’s More to ROI Than You Think – Episode 212


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How should a holistic financial advisor answer the question “What are your returns?”

“What are your returns?” It’s one of the first questions most people looking for a financial advisor ask. But is it the right question? In this episode of the Dentist Money™ Show, Reese and Ryan talk about what other questions may prove more insightful. 

The role of today’s financial advisor is more about pairing strategies with your goals and matching the proper risk to the time frame needed for that investment.

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