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The Delivering WOW Dental Podcast

Founder of Dental Boss Academy and the Dental Boss Platinum Coaching program, Dr. Anissa Holmes helps practices grow by focusing on leadership, effective case presentation, systems optimization, and implementing high return marketing. Dr. Holmes is also dentistry's leading digital marketing expert, having trained over 5000 practices to leverage social media to effectively grow their practices. Dr. Holmes has been named one of Ultradent's Female Icons of Dentistry, Dental Product Report's TOP 25 Women in Dentistry, and has been featured in top publications such as Dental Economics, Dentistry IQ, Dental Products Report, and Entrepreneur Magazine. Dr. Holmes is also the author of the bestselling book, Delivering WOW: How Dentists Can Build a Fascinating Brand and Achieve More While Working Less. In addition to coaching and being an International Dental Speaker, Dr. Holmes has been a featured speaker at Social Media Marketing World and Funnel Hacking Live, and her Delivering WOW Dental Podcast has listeners in over 125 countries.
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Jun 20, 2019

I’m super excited to be joined by the CEO of Dentist Advisors, Reese Harper, on this podcast episode to talk about financial planning and how to create more wealth as dentists. We also explore why it’s so important for dentists to be prepared and educated when it comes to using a CFP to help them grow their net worth and retire on time.

Reese is committed to building a team of expert advisors who help dentists fulfill their wealth-building potential. He began his career in 2003 and is a CERTIFIED FINANCIAL PLANNER™. He also holds CLU® and CHFC® designations from the American College of Financial Services.

Reese’s investment in leading edge technology and his decision to focus solely on dentists has led to a powerful service platform where advice is given with greater precision at faster speeds. He is the host of the Dentist Money™ Show, a popular speaker at dental conventions, and a regular contributor to dental publications.

In this episode, we discuss:

  • How Reese got into financial planning for dentists
  • Why dentists are often reluctant to attend financial events and build their wealth
  • What to look for when choosing a financial advisor
  • The steps you need to take to start financial planning
  • How to make smart financial decisions
  • Financial planning tips for dentists in debt

If you want to find out more about how Dentist Advisors can help you with your financial planning, you can book a free consultation here.

To listen to The Dentist Money Show, where you can find more tips and advice on making smarter financial decisions, click here.

You can also access Dental Advisors’ amazing Financial Education Library for Dentists, where you’ll discover lots of resources and insights on investing, retirement planning, personal finance, debt management, profitability, and many more topics.

To find out more and to explore other episodes, click here. 

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