The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes |  Business Of Medicine | Financial Education

S7, Episode 2 - First Meeting with Financial Advisor

April 8, 2022

What to expect in the first meeting with a financial advisor?

The first meeting with a financial advisor is an evaluation. It's like meeting a new doctor: the advisor has to decide what to report, what recommendations to make, and how you will be diagnosed.

In this Podcast episode, Dave discusses…

  • The 4 basic steps to prepare when you meet with a financial advisor
  • What are the important things to figure out during the meeting?
  • Dave shares the tools that financial advisors used to get to know their clients.
  • Possible questions and information that a Financial Advisor will ask you.
  • You will learn to build a relationship with your financial advisor for them to be able to deliver the best possible advice.

Resources Mentioned:

For free 30 minutes strategy session with Dave Denniston

Contact: 612-284-2409


For all the show notes, and more, check out the podcast website at


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