A peer-reviewed journal that offers evidence-based clinical information and continuing education for dentists.

Do You Have a Well-Developed Financial Plan?

Art talks with Brian Conners, a wealth manager, Registered Investment Advisor, and Certified Financial Planner.

By Art Wiederman and Brian Conners, CFP, MBA On 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.

Art Wiederman, CPA

Serving dental professionals for 35 years, Art Wiederman, CPA, is director of dental practices for Eide Bailly, one of the nation’s leading CPA firms. With special expertise in dental practice metrics and benchmarks, he oversees a variety of services, including accounting, tax and financial planning, retirement planning, and financial practice management. In addition to his podcast, Wiederman lectures nationally on dental accounting and financial management. He can be reached at awiederman@eidebailly.com.

Brian Conners, CFP, MBA

A certified financial planner and investment advisor with NPB Financial Group, Brian Conners, CFP, MBA, has more than 30 years’ experience advising high-net-worth individuals and successful practice owners on financial, tax and investment matters that impact their businesses and net worth. He consults with clients on a broad range of topics, including financial management, insurance, tax and retirement planning, exit strategies, and mortgage and loan analysis and restructuring.

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