The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
S7, Episode 2 - First Meeting with Financial Advisor
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What to expect in the first meeting with a financial advisor?
The first meeting with a financial advisor is an evaluation. It's like meeting a new doctor: the advisor has to decide what to report, what recommendations to make, and how you will be diagnosed.
In this Podcast episode, Dave discusses…
- The 4 basic steps to prepare when you meet with a financial advisor
- What are the important things to figure out during the meeting?
- Dave shares the tools that financial advisors used to get to know their clients.
- Possible questions and information that a Financial Advisor will ask you.
- You will learn to build a relationship with your financial advisor for them to be able to deliver the best possible advice.
For free 30 minutes strategy session with Dave Denniston
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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