??? Interested in learning more about Invisible DSOs? Check out the latest episode of The Dentist Money Show. Matt Mulcock, CFP? welcomes Chip Fichtner, Principal at Large Practice Sales to discuss the nuts and bolts of Invisible DSO partnerships. ?? https://lnkd.in/dd2qYXDK
Dentist Advisors
金融服务
Salt Lake City ，UT 1,451 位关注者
Dentist Advisors is a fee-only, fiduciary financial planning and investing firm, which focuses exclusively on dentists.
关于我们
Dentist Advisors is a full-service wealth management firm that specializes in financial planning for dentists, orthodontists and oral surgeons. We understand the issues they face, like dealing with real estate and practice financing, student loans, overhead and saving for retirement. With this expertise, we’ve built a financial roadmap that addresses their most pressing concerns and prepares them for a successful retirement. We use a data-driven decision making process called Elements? that is scientific, not subjective. Elements? consists of 14 key indicators that help our advisors compare dentists in similar circumstances, making our advice more accurate and precise. We take care of dentist's finances so they can focus on growing collections, improving profitability and enhancing their team.
- 网站
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https://www.dentistadvisors.com
Dentist Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Salt Lake City ，UT
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Financial Planning、Wealth Management、Investment Strategies、Retirement Planning、Dentist Retirement Plan、Financial Planning for Dentists、Dentist Education、Orthodontist Education、Dentistry Course、Dental Loans、Dental Financing、Dental Credit Card、Dentist Money、Money for Dentists、Dental Advisors、Fee Only Financial Planner、CFP、Dental Financial Advisor、Dentist Financial Planning、Dental Practice Management、Dental Management、Dental Website、Dental Podcast和Dentist Podcast
地点
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主要
获取路线
879 Baxter Drive
US，UT，Salt Lake City ，84095
Dentist Advisors员工
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Jeff Morgan
Chief Revenue Officer @ Elements | CMO | SaaS, RIA & WealthTech | AI Enhanced Revenue Marketing | RevOps | Demand Gen | Lead Gen
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Becky Allen Pfisterer
Marketing Director, Dentist Advisors
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Reese Harper
CEO - Elements?
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Chelsea Morgan
Organizer, Educator, Communicator, Fundraiser, Sales Representative
动态
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On a recent episode of The Dentist Money Show ???, Ryan talks with Dr. Michael Neal, Private Practice Profits, Founder of Build My Team, about how to find and hire the right people for your practice. ?? What's YOUR go-to interview question for potential team members? Share with us in the comments below! ?? https://lnkd.in/gkTNgX9u
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We’re thrilled to have Kiera Dent from The Dental A Team speak at our Dentist Money Summit this June ? ?? Use code dent25 for 25% off your ticket ?? ??Don’t miss out on a chance to elevate your career and live your rich life??
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?? We’re so excited to have Michelle Jorgensen as a main stage speaker this June at the Dentist Money Summit in Park City, UT. ?? Don’t miss out on this opportunity to hear her speak on “The Seasons of Business and Life” and connect with top dental finance industry leaders. ?? Connect with peers, gain valuable insights, and unlock your financial potential. Use code jorgensen25 for 25% off a ticket! ??
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Thrilled to have Victoria Peterson from Productive Dentist Academy speaking at the Dentist Money Summit this June in Park City! ?? Join her at the Dentist Money Summit as we we bring together the brightest minds in dentistry and finance for an empowering weekend! Use code Peterson25 for 25% off your ticket! ?? Don’t miss out on your chance to elevate your career and live your rich life!
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On this episode of the Dentist Money Show, Ryan welcomes Natalie M. Perry CPA JD from Harrison LLP to talk about estate plan basics and some major changes that are coming. As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. https://lnkd.in/g9WfiUv8
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Join Perrin DesPortes this year at Dentist Money Summit in June where he will speak on Maximizing the Value of Your Business for Exit. Join him and Dentist Advisors for a weekend of financial education and mountain fresh air, and Learn How to Live Your Life Rich. Register for the event here, and use Perrin's code desportes25 for 25% off your registration fee: https://lnkd.in/eQZvEBrA #conferenceseason #dentistadvisors #financialeducation #financialknowledge #dentalindustry #polarishealthcarepartners
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Do you ever feel like you’re on an emotional rollercoaster when it comes to finances? Join us for an eye-opening webinar as Dentist Advisors’ Victoria Ferguson, CFP? and Jake Elm, CFP? dive into five reasons why dentists often experience a love-hate relationship with money.
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New year new goals...right? What if we told you there was a better way to structure out how you tackled your financial resolutions. Join Matt Mulcock, CFP? and Taylor Sutterfield, CFP? as they go over better ways to make your goals for this year.
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We are excited to listen to Victoria Hughes, CFP? on The Dental A Team's podcast. Thanks for the invitation! ??
Excited to chat with Victoria Hughes, CFP and financial advisor at Dentist Advisors, about the incredible journey of women in dentistry! We dive into the challenges and trends shaping the field, discuss why financial health is a top stressor for women, and tackle imposter syndrome and perfectionism. ??Join Kiera and Victoria as they open up about their personal challenges and ongoing victories in the dental world: https://hubs.li/Q02dGrcP0 #womenindentistry #denist #dentalpracticeowner #womendentists