For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists, are diagnosing a client’s financial health before offering a full treatment plan.
On this Dentist Money™ Show, Ryan, Matt, and Taylor Sutterfield, CFP®, discuss why more advisors are now building client relationships based on trust.
Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.
Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
