Mike Hennan joins us today to chat about how he's helped numerous dental practices attract, convert, and retain more patients. His skills and knowledge have helped countless practices boost their revenue with PatientBoost, and his group, Dental Business Association, gives new and tenured dentists, as well as dental service businesses, a place to connect, learn, and ask the questions that may be on their minds.

Dental School rarely prepares new dentists for all the challenges they'll face as they join an established practice or create their own new practice, and it's concluded that they'll need as many resources as possible they can find to empower them to grow the right culture, employee-base, and patient-base to make them successful. His marketing prowess has also given dentists the voice they need to add value in their community and marketplace. Make sure to "favorite" this episode and refer to it when you need some guidance!

www.patientboost.dental

Dental Business Association Group page

Mike's Dental Podcast - Building a Dental Practice

In this episode, taken from a recent live webinar session with Mike Thompson, we discuss the ways Private and Closely Held business owners can eradicate the fear of having their best employees and key group leave their company for another benefit or higher pay at a competitor. We discuss strategies that Fortune 50-5000 companies have been implementing for decades: reward/retention plans to make them feel heard and recognized, how they cost the employer cents on the dollar to create, and how to generate more revenue along the way.

In addition, it's important to recognize that highly compensated employees have an inherent reverse discrimination at hand with the standard group benefits you may be offering. We share ways to close the gap on those benefits and how Huskey Financial and Thompson Planning Group may offer some value for you, your business, and targeted employees you desire to keep around for a while, and especially during a transition, such as your exit!

Dr. Eric Francom attended dental school in the inaugural class of Midwestern University. After dental school, Eric owned and operated four dental practices- three he started from scratch- and sold them to a private equity group. After increasing his net worth four times since the sale of his practice and increasing his passive income from $7k to over six-figures per month, Eric wanted to share his knowledge and teach others how to do the same.

He now manages his wealth and investments in commercial real estate, private equity, and VC funds. Eric also coaches and guides his clients to achieve complete financial freedom through passive investments with *Infinite Freedom*, his private-coaching and Mastermind platform at www.EricFrancom.com. He connects members to high-performing investments and coaches them on passive income to facilitate a dream lifestyle. Eric served in the US Army National Guard for 10 years and proudly serves as a mentor to the Harvard Business School.

www.ericfrancom.com

In today's episode, we have a guest that can help you take your business from non-profitable or somewhat profitable, to Profit First! Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System. They change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)

Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. Despite a lot of struggles and his mom passing away when Rocky was 7, he has achieved financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.

Topics include:

Implementing Profit First (this book and the author Mike Michalowicz has a large following and I am certified to share the information on Profit First)

How to ensure you have a growing and more profitable business.

Understanding Business Finances.

Managing Cashflow and Profitability.

Why your accounting reports don't tell you what you need to know

http://richersoul.com

https://profitcomesfirst.com/

https://www.linkedin.com/in/rocky-lalvani/

Have you ever wondered how banks make so much money that they are "infallible" or basically fool-proof? Did you know that every dollar you make you may only use one time as it cycles through your family economy, yet the bank uses their dollars over and over again to make MORE money? Our guest in today's episode, Vance Lowe, CFP, is going to highlight the concept that the ultra-wealthy and myriad corporations, including big banks, use to grow exponentially and keep their wealth in-house. It takes some dedication and a small amount of work up-front, but just like Disney, JC Penny, and the Rockefellers, they found value in using Private Banking Strategies.

Here are some additional resources to help you find out if this may work for you, too!

Vance Lowe & Seth Hicks e-book: How to Grow Rich with The Secret Banks Don't Want You To Know

Purchase Becoming Your Own Bank by R. Nelson Nash

Private Banking Strategies website

Dr. Díaz-Ramírez is a fellowship-trained, board-certified Pain Medicine physician and anesthesiologist with over 20 years of experience in the field. She is a clinical professor for the College of Medicine at Florida State University, has co-authored and edited multiple book chapters related to Pain Management, and has been awarded as Top Doctor® in her field by her peers, for the last ten consecutive years. By developing pain in her hand while studying in the pain clinic, she had to pivot and find different ways to use her physician-specific knowledge to build a business and help other physicians realize their potential as well.

She has a clinic in Florida and Oklahoma that caters to her patients in proactive pain management and also has a Mastermind group call MaxAllure where physicians can come together to learn about practice management, finances, corporate and small business ownership, and many other considerations physicians need to make as they grow in their career. You'll find a lot of excellent takeaways in this episode, so please enjoy and share with any physicians you think may benefit!

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group LLC and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.

Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian.  2022-147686 Exp. 12/24

As physicians and entrepreneurs, it can be daunting to find multiple investments and asset classes that truly give you a sense of diversification, risk mitigation, and growth potential. On top of having to excel in your practice or field, spend much needed time with family, as well as relax every once in a while, how do you know you're making the best choices when it comes to your portfolio?

I've invited our next guest, Mariusz Skonieczny, to our show to highlight how he educates those that are willing to learn about different investment classes, specifically around micro-cap investments. These micro- capitalized companies usually have a longer holding period yet may bolster your performance once they make large profits or sell their companies. In our discussion, Mariusz shares his trials, tribulations, and some big wins that he thinks may help our listeners feel more confident in this particular asset class.

https://www.youtube.com/@SkoniecznyMariusz

https://microcapexplosions.com/

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or (Huskey Financial Group LLC) and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.

Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts and statements of financial market trends are based on current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security. Past performance is not a guarantee of future results.

Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUSKEY FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. 2022-147079 Exp. 11/24

In today's episode, we are graced with the expertise and insight of the Director of Wealth Management and Retirement Income Certified Professional James Matthews, CFP to share our thoughts on the inherent challenges with conventional planning advice around retirement planning and how you could plan much more effectively for your best life after your working years.

Our goal in this discussion is to share how planning for a Balanced Structure in retirement instead of the Typical Withdrawal Rate or one-size-fits-all advice can create a much more enjoyable lifestyle and much less risk / worry as you age. The benefit of this balanced, integrated approach is to create a strategy in retirement that does the opposite of the traditional approach, create a much-needed source of true liquidity, take less risk, pay less in tax to the IRS, all the while potentially enjoying much more income.

Book with us here if you may enjoy this type of planning for yourself: https://bit.ly/3MbOj5W

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or (Huskey Financial Group LLC) and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. 2022-144942 Exp. 10/24

By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUSKEY FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardian.

Dr. Pranay Parikh is a full-time physician, Co-Founder and President of Ascent Equity Group, online course creator, and host of the MD to Entrepreneur Podcast. Dr. Parikh started out as a fresh attending with zero business experience. Despite loving his job and medicine, he didn't feel like he had financial security or control over his time. Today, he is a serial entrepreneur and practices medicine on his own terms.

Dr. Parikh is an advisor for multiple eight-figure businesses and is the co-founder of Ascent Equity Group, a real-estate company that helps physicians become passive investors in real estate. He has a passion for helping other doctors reach financial independence and do more of what they love. He seeks to teach others so they can skip all the missteps and struggles he endured. Learn how he developed a passion for non-stock market correlated assets to diversify his portfolio.

www.portfoliopulse.ascentequitygroup.com

MD to Entrepreneur Podcast with Dr. Pranay Parikh, MD