Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with Books & Benchmarks and IDOC. On this show, Nathan and I RAGE!! That's right, we Rant Against Growth Excuses. We talk about the common headwinds, obstacles, and challenges that we both hear when talking with practice owners...and how to think about solving those issues by thinking differently about the challenges.

 

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

 

And with that introduction, I hope you enjoy my conversation with Nathan Hayes.

 

Resources:

IDOC Books & Benchmarks Link

How to increase the multiplier in your practice value with Nathan Hayes

How to use (and NOT use) benchmarks with Nathan Hayes

Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD

Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less

Extreme Ownership: How U.S. Navy SEALs Lead and Win

20/20 Money Ultimate Financial Success Masterclass

OD Mastermind Interest Form

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For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!