Red Flags & Hidden Risks: Is Your Advisory Team Failing You?
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Show Notes
In this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While many practice owners assume their finances are in good hands, the reality is that “blind trust” can be a costly mistake.
Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.
Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for you, not just for their own convenience.
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