Aug 14, 2019
“I really think people think hiring a financial advisor is mutually exclusive from being involved in their business,” says Reese Harper, today’s guest and Founder and CEO of Dentist Advisors. Known in the industry for his practical money advice for dental office owners, Reese understands that not a lot of people like going to a financial advisor. But Reese also appreciates how most practice owners would benefit enormously from professional insight into their business finances. So today, he joins Vicki and Chad to share practical insight about:
- Why dentists avoid talking with financial planners
- How levels of success affect financial expectations and challenges
- What questions to ask when interviewing a potential dental financial advisor (and where to find more resources for working with a financial advisor)