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 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 NowEpisode
Kiera takes a spin on profit growth by talking about a tactic many people don’t consider: strategic partnerships. This means looking at the community around you, those in your field and outside of it, and learning to refer and support one another. Kiera’s tips will help even the most introverted person begin to utilize their […]
Listen NowEpisode
So you have the basics down on practice organization and systemization, but still manage to fall short of your goals? Tiff and Kristy discuss the three most common pitfalls plaguing these offices, and how to climb out of them with clear, tactical guidance. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment […]
Listen NowEpisode
Introducing the Dental A-Team YES Operating System — a framework created after looking at thousands of practices to help you have predictable growth, profitability, and freedom. Hear from Kiera about why this approach will change the way you do dentistry (and improve the way you live your life). The DAT YES Operating System: Y: You […]
Listen Now