Portfolio Pulse: The Money Podcast for Entrepreneurs

Welcome to "Portfolio Pulse," your essential podcast for navigating the challenges of staffing in medical practice. In this episode, titled "Reducing Medical Practice Staffing Challenges," we uncover the gripping tale of Dr. Mike and Dr. Amy Neal, founders of Lakeside Vision, as they share their journey from hiring hurdles to triumphs.

Join us as we journey back to the inception of Lakeside Vision in 2002, where the Neals embarked on their entrepreneurial venture with dreams of a flourishing private practice. However, they quickly discovered that their hiring decisions were hindering their growth, leading to a vicious cycle of staffing woes. Discover the heart-wrenching moments as the Neals found themselves losing crucial staff members at critical junctures, disrupting their operations and forcing them to abandon personal plans to fill the gaps. Learn from their mistakes, including the pitfall of prioritizing experience over other essential qualities and the challenges of a limited applicant pool.

But fear not, as amidst the chaos emerges invaluable lessons and transformative strategies. Through candid reflection and hard-earned wisdom, the Neals share how they overcame their hiring obstacles and revolutionized their approach, ultimately propelling Lakeside Vision to success. Whether you're a healthcare professional, practice manager, or HR specialist, this episode offers invaluable insights into tackling staffing challenges in the medical field. Tune in to "Practice Pulse" and equip yourself with the tools to build a resilient and thriving medical practice. Subscribe now and embark on a journey to optimize your staffing strategies for success!

www.buildmyteam.com

Join us on the latest episode of Portfolio Pulse as we sit down with the incredible Courtney Turich, a dynamic entrepreneur with an altruistic spirit and a passion for empowering others. From her early days at Stryker to her entrepreneurial ventures featured on Shark Tank, Courtney's journey is one of resilience, innovation, and relentless pursuit of excellence.

Discover how Courtney's background in sales, marketing, talent acquisition, and leadership paved the way for her impactful career in healthcare. As a leader, motivator, and visionary, she has consistently pushed boundaries and challenged norms to drive positive change in the industry.

Learn about Cooler Heads, a groundbreaking initiative founded by Kate Dilligan, aimed at preserving the dignity and privacy of cancer patients. Through her dedication to innovation and compassion, Courtney has played a pivotal role in advancing this important cause.

Tune in to hear Courtney's insights on entrepreneurship, risk-taking, and the power of authenticity. Whether she's leading a top-performing team or navigating the complexities of Medtech, Courtney's story is an inspiration to us all.

Don't miss out on this captivating conversation with one of the coolest gals on the planet. Listen now!

www.coolerheads.com

Did you know Starbucks probably has more advanced technology than a typical dental office when it comes to catering to customer experience? It’s true! As a champion of Digital Nitrous, dental standards and the importance of the patient experience in dentistry, Dr. Bryan Laskin appears frequently in TV interviews and podcasts and writes as a thought leader in the healthcare space. In our conversation with Dr. Laskin, we discuss how he's innovating and educating dentists on creating better standardization in the industry. He's a talented author, and his latest book, The Patient First Manifesto has dentists and critics alike raving.

Emerging technologies are becoming a huge force in dentistry. But along with the early adoption of tech, Dr. Laskin believes in advocating for the patients who will be on the receiving end of so much innovation. If you’d like to have a voice in changing the industry — and patient care — please join the conversation at the Dental Standards Institute.

bryanlaskin.com

We had a great conversation about what it means to be an excellent financial advisor and planner for our clients, our similarities in our perspectives around financial planning, and how we understand the doubts and lack of self-confidence that successful entrepreneurs face as part of their day-to-day minutiae. If you've ever wondered how a business-specific financial planner could help you push forward with confidence, clarity, and security about your finances, you'll thoroughly enjoy this podcast episode! Please share with any entrepreneurs you think would benefit from this!

peacelinkfp.com

Donovan Dooley is a media professional who has spent years producing content for entities such as ESPN, CBS News, G/O Media, and Urban One. In 2017, he also started his own publication, TrueBulll.com, where he allowed student journalists to gain experience producing work for a national platform. Dooley, a graduate of North Carolina A&T State University, founded the Dooley Foundation in 2021 as an avenue to help provide opportunities to young professionals of marginalized communities who are seeking the chance to accomplish something spectacular.
The Dooley Foundation’s mission is to inform, uplift, and enlighten marginalized communities through the creation of opportunity. As an organization, we pride ourselves on being able to change the lives of individuals by giving them a chance to do something special. The Foundation looks to provide scholarships, employment opportunities, and beneficial programs to marginalized communities who have been disenfranchised by the economic discrimination in this country.

dooleyfoundation.org

Dr. Prudence Hall started as a traditional gynecological surgeon and transitioned her career to focus on regenerative and integrated medicine. As the founder of The Hall Center in Santa Monica, California, she saw a critical need to address the problems confronting women and men experiencing the stubborn and often debilitating symptoms associated with aging. She's been featured on shows such as Dr. Phil, Dr. Oz, and Oprah, as well as writing a book with Suzanne Somers.

Her practice is focused exclusively on regenerative medicine, looking into the root causes of conditions and diseases rather than simply treating symptoms. She strives to help clients achieve optimal health and actively prevent disease without the use of pharmaceutical drugs when appropriate. As a health consultant, she strives to help clients achieve optimal wellbeing and actively prevent inevitable decline using proven natural, regenerative methods. She is also the author of Radiant Again & Forever.

 Listen to her and her commitment to sharing how women can learn from natural medicine physicians and combat the "working norm" by spreading her teachings.

Radiant Again & Forever

Our educational discussion includes: What is a Will? How does a Power of Attorney work? Why should I consider a Trust? Why do business owners need a buy/sell agreement and how does it need to be properly funded? Estate planners and financial planners work side-by-side to ensure our clients' success and their financial future is not a small probability, but a prosperous triumph!

If you've been putting off this ever-present part of your "to-do" list, let's make some positive strides together and consider adding Casey to your team.

https://schwartzlegacyplanning.com/

As a mom to two boys and co-founder of Stryke Club, a personal care brand made just for boys, she's discovered that she can work with a team of partners to help a marginalized area of the skincare world. Most products focus on girls: from the bright colors, advertising, and where they places these products in the stores, boys seem to have been left out. Dr. Maguiness is passionate about education and prioritizes teaching with every patient encounter about her work and how she's taken this business to the next level, even securing a spot in Target's major stores nationwide. 

Don't forget to leave us a review so that we can continue fueling you towards your entrepreneurial goals. 

As a mom to two boys and co-founder of Stryke Club, a personal care brand made just for boys, she's discovered that she can work with a team of partners to help a marginalized area of the skincare world. Most products focus on girls: from the bright colors, advertising, and where they place these products in the stores, boys seem to have been left out. Dr. Maguiness is passionate about education and prioritizes teaching with every patient encounter about her work and how she's taken this business to the next level, even securing a spot in Target's major stores nationwide. 

www.strykeclub.com

Our guest today is Ari Tulla, a San Francisco-based entrepreneur and the founder and CEO of Elo Smart Nutrition Service. Elo is transforming food from the cause of some diseases to medicine for your body. Ari is also an active angel investor with a portfolio of 40 startups, including Virta Health, Good Eggs, and Oura. Previously, Ari was the CEO of Quest Analytics, the market leader in doctor data and network management. Ari led the company through a pivotal growth stage from $15M to $40M in revenue. Before Elo, Ari led Nokia's game and application studios and was brand manager for Lucky Strike in Northern Europe. He shares with us how to find investors in your company, how he determined that health was the space in which he wanted to help the world, and how through a traumatic personal event, he was inspired to reach more people with nutrition and health. This product could be a great way for physicians to reduce ailments for patients through healthy eating, supplementing minerals in your own body by locating deficiencies, and nurturing a personal mission to create positive and healthy eating habits. 

www.elo.health