#282: A Year in the Life of a Dentist Advisors Client
The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management
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Show Notes
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to the nuts and bolts of each phase a Dentist Advisors client passes through.