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 talks about the numerous shifts on the horizon in dentistry, what your practice can do to embrace the changes, and how Dental A-Team can help. Episode resources: Transcript: Kiera Dent (00:01) Hello, Dental A Team listeners. This is Kiera…
Listen NowEpisode
Kiera is a guest on the Dentalligenstia Podcast, hosted by Nick Zagar and Remy Isdaner. She talks about the connection between success and knowing your practice’s numbers for the following: Production Overhead Collection New patients …
Listen NowEpisode
Tiff and Kristy give listeners examples of different practices that have different definitions of ‘thriving.’ They then provide questions each practice owner (or even team member) can ask themselves to identify what success looks like for them….
Listen NowEpisode
Have you noticed signs of apathy in your practice? Does your job feel insurmountable? Kiera talks about telltale signs of burnout, how to help people bounce back from burnout, and ways to avoid burning out in the first place. Episode resources: …
Listen Now