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#282: A Year in the Life of a Dentist Advisors Client
Manage episode 291766228 series 2498672
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.
503 つのエピソード
#282: A Year in the Life of a Dentist Advisors Client
The Dentist Money Show | Financial Planning & Wealth Management
Manage episode 291766228 series 2498672
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.
503 つのエピソード
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