Financial advisor Ryan Isaac is on the podcast once again to give advice on selecting a financial advisor, including whether or not you should even get one. Together with Kiera, Ryan covers the following in this episode:
What a financial advisor does
How to hire a financial advisor
When to hire one
And more
About Ryan:
Co-Founder of Dentist Advisors and host of the Dentist Mone Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system.
Episode resources:
Tune in to The Dentist Money Show
Listen to episode 544, Stocks & Assets: What is on the Horizon
Subscribe to The Dental A-Team podcast
Episode
Kiera is joined by Brannon Moncrief, principal and CEO of McLerran and Associates and expert on dental practice sales and DSO affiliates. The two talk about running your practice with a mindset to sell (maybe not today or tomorrow, but eventually). That means thinking about your business as it is and preparing it for a […]
Listen NowEpisode
Re-releasing a favorite of Dental A-Team listeners! Kiera chats with Chick-fil-A owner and operator George Demetriades — and it’s all about applying the chain fast-food restaurant’s success into your dental practice. There’s a lot of gold packed into this episode, but some of the highlights include: Abiding by character, competence, community Creating realistic and attainable […]
Listen NowEpisode
As practices grow and new people filter in, it’s normal to want to measure each member of your team against your current goals versus where they were when first hired. Tiff and Nikki talk about assessing positions from a bird’s eye view, working with someone who’s stalled out in individual growth, differentiating emotions from the […]
Listen NowEpisode
Kiera is joined by Ryan Gross, CEO of Grapevine (formerly CEOShare), to discuss the future of dentistry in terms of marketing and AI, and how practices can stay up-to-date on everything. They touch on using AI to work smarter, not harder; utilizing the patient base you have more effectively; how to balance your practice’s revenue […]
Listen Now