The videos below cover the importance of having a broad spectrum team of advisors for your medical practice.
Crossroads Tax Advisors, CPA
Chris outlines the importance of a dental / healthcare specific CPA. He details the Crossroads process and how picking the right CPA can make a difference for when you can retire and can keep you safe from an audit.
Wealth Management with Tom Bodin
Tom talks about how you should approach wealth management. Learn about how he works with the other members of a doctor’s team and what you should look for when choosing the right person to help you manage your finances.
Tom Muck, Provide
Tom discusses the lending process, how to pick the right lender, the differences between banks, and how Provide helps a doctor through the lending process.
Larry Guzzardo, Larry Guzzardo Practice Management Consultant
Larry discusses what a practice management consultant can do for your practice, why you might need one, and how to pick the right one.
Robyn Reis, Bent Ericksen – HR Consultant
Robyn talks about her role as a human resources consultant. She outlines how she supports a doctor to make sure they are considering everything they need when it comes to HR.
Nate Woudstra, EOS Healthcare Marketing – Marketing Advisor
Eric Hubbard, Pain Free Dental Marketing
Eric discusses Pain-Free Dental Marketing’s approach to helping their clients. He covers how they define success, when is the right time to hire a marketing firm, and what you should do today to get started.
Joe Hess, Joe Hess Law – Healthcare Attorney
Joe talks about his role as an attorney in the dental space. He discusses some of the upfront organization an attorney does and some of the reasons to have legal counsel as part of your team.