Independent Financial Advisor for Dentists
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Show Notes
The Practice Growth Podcast returns after a planned sabbatical, and there are big changes discussed in the latest episode.
Host Shawn Terrell has recently formed an independent financial advisor firm exclusively for dentists. This podcast details the reasons behind the move, including:
· The move toward niche financial planning for certain professions, like dentistry.
· Financial planning as a process, not an event.
· A hybrid pricing model designed to include early & mid-career dentists.
Plus more.
Comments? Questions? I’d love to hear from you. Email me at sh***@*********it.com
Terrell Advisors, LLC is a registered investment advisor. The information presented should not be interpreted or construed as investment, legal, tax, financial planning, or wealth management advice. It does not substitute for personalized investment or financial planning from Terrell Advisors, LLC. This podcast conveys the views and opinions of Shawn Terrell, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. Information presented is for educational purposes only and past performance is not indicative of future results.
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