News|Articles|July 1, 2010

Ferret out your financial advisor's fees

Before signing on with a financial planner or advisor, ask these questions.

Many veterinarians choose a guide to help them find the path to financial independence. If you look for a financial planner or investment advisor, Joe Kain, CFP, owner and president of Sunflower Asset Management in Lenexa, Kan., recommends you start with these questions.

Click here to download "Ferret out fees, philosophies" as a PDF.

Newsletter

From exam room tips to practice management insights, get trusted veterinary news delivered straight to your inbox—subscribe to dvm360.

Subscribe

Latest CME

On-Demand Webinar

How To Deal With A Pain In The A**: Multimodal Analgesia Beyond The Opioid and NSAID

1.0 CE Credit Hour / Veterinarians & Veterinary Technicians

Ferret out your financial advisor's fees

Related Content

Q&A: Why choosing a veterinary job is like choosing a relationship

Paws and profits: Hill's appoints new global chief veterinary officer, Pegasus Laboratories names new VP of sales, and more updates

Clinic center: VEG ER for Pets becomes Official Animal Hospital of the Boston Red Sox, Vets Pets to open Asheville urgent care following Hurricane Helene devastation, and more

Q&A: Retaining veterinary technicians

From Practice Growth to Personal Wealth: Real Financial Journeys of Veterinary Practice Owners

Latest CME

How To Deal With A Pain In The A**: Multimodal Analgesia Beyond The Opioid and NSAID

Optimizing Your Practice Operations and Payments: A Win-Win Approach for Your Clients, Patients and Practice Team

How to Optimize Skin Biopsy Results

4 Hidden Financial Problems Veterinarians CAN Find & Solve

Effective Cardiac Auscultation: What are You Hearing?

Is Premises Flea and Tick Control Still Needed?

Do You Know JAK? How Janus Kinase Inhibitors Work and how They have been Game Changers for the Treatment of Canine Atopic Dermatitis

Early Diagnosis, Staging, and Management of CKD

Perfect Timing: protecting dogs from tick-borne infections

Modulating Immunity: Mushrooms, Oats, and Colostrum

Chronic Pain Management: Looking beyond NSAIDs

5 Ways to Build Better Patient-Client Relationships With AI: Strengthening Care and Connection in Veterinary Practice

Ultra-Easy Ultrasound: Handheld Diagnostic Imaging for Picture-Perfect Outcomes - Case Studies

Clinical Empathy: The Exam Room Skill That Can Transform Your Team

Treating Diabetes in Dogs and Cats: How to Get Started on the Right Foot

Maximize the Value of Your Multi-DVM Practice in Today's Selling Landscape

Mastering Atopic Dermatitis: Multimodal Management for Holistic Control

That’s not my job!: Practical solutions for workplace toxicity

Introduction to Rigid Endoscopy

The Affordability Gap In Veterinary Care - Insights, Market Trends & Practical Approaches To Supporting Pet Parents

Mitigating fear, anxiety, and stress for patients in isolation and quarantine housing

Unlock Your Business's Potential: How to Use Your P & L to Calculate Your Make-Break Target

Demystifying Fiber: How to Approach Fiber-Responsive Diarrhea in Dogs and Cats

Advances in Feline Perioperative Pain Management

Old Dogs, Fat Cats: Perioperative Pain Management in the Geriatric and Obese Patient

2024 AHS Canine Guidelines Update

Chat FecalGPT? Using AI for Revolutionary Parasite Diagnostics and Prevention

All things allergies! From nose to tail and ear to paw..

Safety Shows Respect: OSHA compliance as a way to boost morale and bond teams

Cobalamin Status in Patients With Chronic GI Disease and Management

Why 2+DVM Practices Are at Risk Today: Myths Guide Many Decisions...Not FACTS!

Chronic Disease Management in Practice: Enhancing Care Through Personalized Recommendations

Make or Break: How the Right Mentorship Program Can Define Your Veterinary Career

Can I help my client’s Cruciate Ligament-Deficient dog when TPLO/TTA isn’t an option?

The Role of JAK Inhibitors in Treating Pruritus Associated with Allergic and Atopic Dermatitis in Canines

Creating a Calmer Clinic

Tick Tidbits: Novel Insights & Protection Updates on These Tiny Troublemakers

Repurposed Drugs—An Economical Way Forward for Cancer in Vet Med?

Changing Outcomes, Saving Lives

Conservative Management of Cruciate Injury

Flex Your Veterinary Skills: Mastering Joint Health with Flexadin

Managing Canine Atopic Dermatitis in 2024

Veterinary Professional Liability- Common Claim Drivers

How to Become a STELFONTA® (tigilanol tiglate injection) SUPERSTAR: Part 1 of 4

How to Become a STELFONTA® (tigilanol tiglate injection) SUPERSTAR: Part 2 of 4

Photochemical Laser Therapies and Case Studies

Paws and Reflect: Transforming Pet Health with Nutrition for Obesity, GI, and Urinary Tract Wellness

The Heart of the Matter: Managing complex congestive heart failure

Four Tactics That Make Financial Failure Virtually Impossible

Puppy Socialization or Infectious Disease Prevention – Can’t We Have Both??

From Diagnosis to Lifelong Care: Advancing Feline Chronic Kidney Disease Management

Suture Basics and Applications

Trending on dvm360

Veterinary Emergency Team in Texas deploys in response to NWS cases

Investigational drug shows promise for treating feline obesity

USDA approves canine vaccination for Lyme disease and leptospirosis

Survey highlights gaps in canine pruritus management expectations

New World screwworm: The flesh-eating parasite returning to the spotlight