
We all want to experience a feeling of confidence and abundance in our lives, and usually that's tied to our finances and our aspirational goals. Whether that's through your business ownership, family-life, or charitable work, defining a greater sense of clarity and security can help us move forward with financial balance in our world. Meet Leland Gross, CFP, owner of PeaceLink Financial Planning.

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



Ep. 080 - Servant Leadership In Financial Planning - Leland Gross, CFP of PeaceLink Financial

Our mission is to equip entrepreneurs with the tools and knowledge to amass wealth and create the life they deserve. But here's the best part: it's not just about the money. We believe in exploring the deeper meaning behind each success story and the extraordinary level of impact that each of our guests brings to the table. Join us every 2 weeks as we dive deep into inspiring conversations and learn the many methods of purpose-driven leaders and medical professionals who have built thriving businesses and positively impacted their communities.

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Join us on the latest episode of Portfolio Pulse as we welcome special guest Ryan Cass of Won Day for an invigorating conversation covering running, golf, and the art of public speaking.
Discover firsthand accounts of fitness triumphs, including a challenging Charleston race and a memorable round of golf, as Steven and his guest share their recent achievements. Ryan opens up about his journey of podcast growth, offering insights into personal development, goal setting, and overcoming obstacles. With a focus on positivity and intentionality, Ryan Cass radiates inspiration, urging listeners to live purposefully and embrace a growth mindset. From middle schoolers to corporate professionals, our speaker shares strategies for sustained success and overcoming adversity.
Explore the importance of setting goals and priorities for success, the transformative power of personal growth and community service, and the legacy of positivity and intentional living. From mindset to goals to intentional living for entrepreneurs, this episode offers practical wisdom and actionable advice to help you thrive in all aspects of life. Tune in now and join the conversation as we navigate the journey of personal and professional growth together.
www.wondaytoday.com
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Ep. 085 - Living In Positivity with a WINNER Mindset - Ryan Cass of Won Day

In this episode, we dive deep into the foundation and mission of BRG (Physician Transition Resource Group), a trailblazing organization dedicated to guiding physicians through career transitions with expertise and support.
Join us as we introduce the seasoned team: Shimoli Shah, a physician-turned-certified coach; Jay Patel, a physician who successfully transitioned to med device and digital health as a CMO; Deepali Singh, an executive search professional with over 25 years of experience; and Sapan Vyas, a financial advisor specializing in helping professionals plan for their financial futures.
Jay shares his personal journey of navigating the daunting transition from traditional medical roles to non-clinical positions, emphasizing the importance of focus and professional coaching along the way. Discover how BRG's comprehensive process, including personality assessments, financial planning, and industry-specific matching, supports physicians in making successful career shifts. Shimoli delves into the critical issue of physician burnout and the transformative power of coaching in helping individuals recognize boundaries and focus on their priorities amidst career shifts. Learn what to look for in a coach and how coaching has played a pivotal role in Shimoli's own journey. 
Sapan sheds light on the crucial aspect of financial security when embarking on career transitions, offering valuable insights and advice for planning for the future. Disclaimer: The podcast provides educational content, not personalized financial advice. Always consult with a qualified financial professional before making investment decisions. Deepali shares her wealth of experience in executive search and career transitions, highlighting the importance of matching talent with organizations and helping subject matter experts leverage their expertise in new career paths.
Join us on Portfolio Pulse as we empower physicians to embrace new opportunities and navigate career transitions with confidence. Subscribe now and embark on a transformative journey to career fulfillment and success!
www.brightrockgroup.com

Ep. 084 - Transitioning from Physician Life to Your Next Venture - Bright|Rock Group

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

Ep. 083 - Reducing Medical Practice Staffing Challenges - Dr. Michael Neal of Build My Team

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

Ep. 082 - Resilience & Self-Confidence During Cancer Treatment - Courtney Turich of Cooler Heads

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

Ep. 080 - Servant Leadership In Financial Planning - Leland Gross, CFP of PeaceLink Financial

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