In this webinar Ryan Isaac, CFP, and Matt Mulcock, CFP, discuss what you should consider before buying into alternative investments. Does your membership plan encourage patient retention? Maybe it's time to consider a menu-driven alternative that empowers and excites uninsured. On this listener Q&A episode of the Dentist Money Show, Ryan and Matt answer questions on topics dentists are currently.
Join Ryan Isaac, CFP, host of The Dentist Money Show podcast, and Shannon Blake, Partner Manager of Podium, for a.
Join Ryan Isaac, CFP, host of The Dentist Money Show podcast, and Shannon Blake, Partner Manager of Podium, for a.
Services
We believe every dentist can become financially independent by building the right mix of assets, using income wisely, and taking the proper amount of risk. We've developed a comprehensive financial planning model that enables us to provide data-driven, objective advice based on a full view of a dentist's financial picture.
Watch this series of short videos to learn about our core philosophies, financial planning methodology, approach to investing, fee structure, technology, and what it's like to work with us. Learn about the tools and technology Dentist Advisors uses to help dentists take control of their time and make better.
Each evaluation is based on current information, which we gather through live connections with your Dentist Advisors dashboard and by requesting updated documents from your other service professionals. Upon review of your Elements performance summary, your advisor will determine if adjustments are needed to optimize your plan.
Our advisors enjoy cutting-edge technology, marketing, and operational support to accelerate their business growth while delivering truly holistic planning and real value to clients. Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists.
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