Reese Harper is the founder of DentistAdvisors.com. He started working in the financial service industry in 2003, and had several business owner clients. Over time, he realized that dental practice owners were really different from the rest.
Compared to his other clients, dental practice owners had a lot more financial questions, and seemed to be carrying more financial anxiety and stress. So Reese figured out that the generic solutions that the financial planning industry were providing to dentists were just not meeting their needs. Dental practice owners had a more complex financial picture, and that made him choose to work exclusively with them now.
Key takeaways:
Reevaluate your financial plan every year and make adjustments How much wealth do you need to have in order to make work optional? Avoid cash holdings, renegotiate your debt, and borrow against your own investmentsLinks:
Dentist Advisors Elements® Comprehensive Financial Planning The Dentist Money Show Podcast