Wealth Planning for the Modern Physician

Insights from Practice Consultant Catherine Maley, MBA


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Listen in as David chats with medical practice consultant Catherine Maley. David begins introducing Catherine with her experience in working with cosmetic practices but points out that their discussion will include lessons for doctors in all types of practices.

Catherine starts with an explanation of what she does in her business with medical practices nationally and internationally. She then discusses what she is seeing in terms of important branding elements for all types of practices.

Catherine then relates to David what she is seeing in terms of the best in medical practice marketing, from content marketing to reviews to texting. 

David and Catherine then tackle the challenge of staffing—getting the right people in the right positions and motivating the practice team once you have them.

David and Catherine conclude focusing on a few of her Top Ten Takeaways—lessons she has gleaned from the top 100 performing practices she has worked with over the years.

Learn more about our guest, including additional show notes and more, by visiting www.physicianswealthpodcast.com.

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Wealth Planning for the Modern PhysicianBy David B. Mandell, JD, MBA

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