Episode 83
#83: 4 Questions Your Advisor Should Be Able to Answer
The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management
July 12, 201732m 40s
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Show Notes
What is the role of a good advisor? It depends who you ask, which is part of the problem with the financial industry—there's no real consensus. In this episode of Dentist Money™, Reese & Ryan explore the spectrum of services offered within financial planning and how some advisors fall short of expectations. They also explain the difference between performance-based and advice-based planning.