UA-170695639-1 #151 [Replay] Top Ten Questions to Ask a Financial Advisor - The Veterinarian Success Podcast

Episode 151

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Published on:

19th Sep 2022

#151 [Replay] Top Ten Questions to Ask a Financial Advisor

In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions.

We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call.

We hope this helps you make the best decision when you decide to talk to someone.

Some other great resources are below:

10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP Board

Tough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA)

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com