UA-170695639-1 #199 Radio Show - The 10 Things Financial Advisors Don't Share, But Should - The Veterinarian Success Podcast

Episode 199

Published on:

13th Aug 2023

#199 Radio Show - The 10 Things Financial Advisors Don't Share, But Should

In this episode, I share 10 items that I believe are important as context in regards to financial advisors and how their world operates. It's foreign territory for veterinarians and that's normal, as I've recently left my roll at a registered investment advisor I felt this was a good time to share some thoughts. I still fully believe in the "good" advisors out there make no mistake about it. Tune in and let me know your thoughts.

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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 former CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor.