The Dental Marketer

#69: What every dentist needs to know immediately about their Financial Advisor with Reese Harper


Listen Later



Episode 69 has arrived! I am excited about this episode, I learned so much just listening to all the knowledge bombs Reese kept sharing on this episode. We talk about a couple things in episode 69. We uncover the importance of branding and one thing Reese mentions that I absolutely love is how can we identify our brand as a dental practice. Here is a good way: what you say “no” to… is your brand. This means if you are accepting everything and taking all kinds of excuses from patients of why they can’t make payments, taking every single insurance under the sun, trying to do every single procedure then what type of brand are you creating for your dental practice?! However if you start saying no to certain types of insurance, certain types of patients, certain types of procedures and you FOCUS more on certain insurance, patients, and procedures… then NOW you are becoming something! Now your dental practice is creating it’s brand that will attract the patients you want depending on your vision and what you are letting happen in your dental practice.

 

 

Reese also helps you spot out the phoneys, the fakes, the financial advisors who aren’t qualified and are really out there just to make money for their own benefit. Not many financial advisors are qualified to give financial advice, so how many are qualified to give financial advice to dentist?! Don’t just trust or go with anyone, you need someone who has been in that business for a long time, has case studies and proven track records, and has worked with a multitude of dentists from different ranges. You will see how Reese and I dive into this with much more detail. We also touch so many more topics that you, as a dental practice owner, have either thought about, is thinking about, or needs to think about when it comes to managing money.

 

 

After Reese Harper started a financial planning firm, he moved to a new neighborhood and became good friends with a dentist.  They talked about work, and over time, Reese learned how challenging it is to be a dentist, especially in certain areas of the country.  His friend ran a successful practice, made good money, and had a great team; however, he still had a lot of financial concerns.  It wasn’t like he was just scraping by, but it seemed like he should be doing better financially than he said he was.  It appeared too much money was slipping through his hands.

 

This got Reese thinking: if a financial advisor doesn’t understand how a dental practice works, how is he going to put together a good retirement plan for a dentist?  Dental practice finances and personal finances are just too closely related.  This is what inspired Reese to create a retirement road map for dentists and specialists to help them prepare for a secure retirement.

 

Today, the team of financial advisors at Dentist Advisors are helping dentists, orthodontists and oral surgeons all over the country navigate personal and practice financial decisions.  With their knowledge of the unique challenges and financial issues dentists face, they’re able to help dentists avoid poor financial decisions, increase their wealth, and achieve financial freedom.

 



 

REESE HARPER’S LINKS:

Dentist Advisors Website

Dentist Money Podcast

 

THE DENTAL MARKETER LINKS:

MARKETING CONSULTING SERVICE

FACEBOOK

TWITTER

INSTAGRAM (you can talk to me more 1 on 1 here)

Download FREE New Patient Report
...more
View all episodesView all episodes
Download on the App Store

The Dental MarketerBy Michael Arias

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

103 ratings


More shows like The Dental Marketer

View all
The Dentalpreneur Podcast w/ Dr. Mark Costes by Dental Consulting

The Dentalpreneur Podcast w/ Dr. Mark Costes

302 Listeners

Dentistry Made Simple with Dr. Tarun 'TBone' Agarwal by Dr. Tarun Agarwal

Dentistry Made Simple with Dr. Tarun 'TBone' Agarwal

169 Listeners

Shared Practices | Your Dental Roadmap through Practice Ownership by Dr. George Hariri | Shared Practices Network

Shared Practices | Your Dental Roadmap through Practice Ownership

563 Listeners

Bulletproof Dental Practice by Dr. Peter Boulden & Dr. Craig Spodak

Bulletproof Dental Practice

227 Listeners

Dental Drills Bits by Sandy Pardue and Dana Pardue

Dental Drills Bits

40 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,467 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,855 Listeners

Dental Practice Heroes by Dr. Paul Etchison

Dental Practice Heroes

150 Listeners

Dental A Team Podcast by Dental A Team

Dental A Team Podcast

269 Listeners

The Making of a Dental Startup by Ashley Joves

The Making of a Dental Startup

20 Listeners

Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast by Casey Goetz

Brews and Tiny Teeth, The Unfiltered Pediatric Dentistry Podcast

79 Listeners

Dental Marketing Theory - A Podcast by Gary Bird by Gary Bird

Dental Marketing Theory - A Podcast by Gary Bird

50 Listeners

Dental Unfiltered by Matthew Brown

Dental Unfiltered

125 Listeners

Dental Marketing Goat by Gary Bird

Dental Marketing Goat

3 Listeners

The Dental CEO Podcast by Scott Leune

The Dental CEO Podcast

33 Listeners