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Art of Dental Finance and Management

Dec 18, 2019

Today Art talks with Brian Conners, a wealth manager, Registered Investment Advisor, and Certified Financial Planner. Brian and Art discuss the importance of a financial plan, what the components of a plan are, and how Brian assesses a client's goals and objectives to develop a plan. In addition, there is great discussion around how Brian approaches constructing a client's investment portfolio, how he assesses risk, as well as how annuities work. This podcast contains lots of great information and (hopefully) motivation for our listeners to put together their own financial plan.