Welcome to the Doctor’s Eyes Only podcast and in this episode Vestia Partner and CEO Lauren Oschman is joined by her business partner and Vestia President and COO Brad Quick. Lauren and Brad discuss the topic of how doctors can find and engage a financial advisor, with expertise from Lauren who gives some awesome tips to help doctors ask the best questions to find the best fit for their financial future. Lauren and Brad discuss the comprehensive services a financial advisor should offer, beyond just investment management. They emphasize the importance of finding an advisor who understands a client's goals, values, and aspirations, while acting as a family CFO for all financial matters. As Lauren discusses, it is important to qualify a financial advisor, including their experience working with doctors, credentials (such as CFP or ChFC), independence from product affiliations, and transparency in their fee structure. Both Brad and Lauren stress the importance of finding an advisor who specializes in serving physicians and understands the nuances of their financial lives.