Financial Education Video Library for Physicians and Dentists | SDT

Advisor Story: John Dameron, RICP®, CLTC

Written by John Dameron, RICP®, CLTC | May 1, 2023

 

 

Transcript:

JOHN DAMERON (00:02): Many of the clients when they come to us feel like their money controls them. We want to empower
them to feel like they control their money, and that doesn't happen overnight. It happens through a process. We're with our clients every step of the way, both for the good times and the bad times. We've taken that stress off the table and now they can continue to focus on their family and not worry about money.