On-demand CE webinars are exclusively available for Dentist Money members or Private Wealth clients of Dentist Advisors. Learn more
Free Professional Development Webinar
3 Tools to Maximize Your Case Acceptance
Join Will Gochnour, financial advisor with Dentist Advisors, and Kiera Dent, CEO of Dental A-Team, for a discussion about team efficiency and achieving maximum case acceptance!
THIS MONTH’S EVENT IS DESIGNED TO HELP YOU:
- Execute a perfect handoff
- Present a treatment plan and talk money with confidence
- Implement a treatment tracker for better follow up on appointments
Who Should Attend?
- Practice owners, associates, and their spouses
Speakers
- Will Gochnour, CFP®, Financial Advisor at Dentist Advisors
- Kiera Dent, CEO of Dental A-Team
On-demand CE webinars are exclusively available for Dentist Money members or Private Wealth clients of Dentist Advisors. Learn more
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
WILL GOCHNOUR, CFP®
Will is a CERTIFIED FINANCIAL PLANNER® and Financial Advisor at Dentist Advisors.
Discussion Leader
KIERA DENT
Kiera is the CEO of Dental A-Team, a company that helps dentists and their teams expand what they believe is possible.
Guest Host
Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).
Already a client or member?
Private wealth clients CLICK HERE to login
Dentist Money Members CLICK HERE to login
Dentist Money™ Membership
$79 / mo
billed annually
A suite of resources to help you organize your financial life and get professional advice whenever you need it.
- Elements® planning app
- CFP® advisor coaching
- Investing (0.5% AUM fee with no minimums)
- Clients-only CE trainings, webinars, approved partner list, and more…
BOOK 15-MIN DEMO
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Private Wealth Management
1.5% AUM
or lower
A full service, personalized planning and portfolio management experience for dentists and specialists.
- Dedicated CFP® advisor (unlimited access)
- Custom, tax efficient portfolio management
- Retirement plan optimization
- Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…
BOOK FREE CONSULTATION
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