Wealth Beyond the White Coat

Continuing our conversation with Laura Maly from Wonderist, we explore how technology and practice management systems like Dentrix, Eaglesoft, and Open Dental can seamlessly integrate with your marketing strategy. We dive into data-driven decision-making and how AI is being used to optimize marketing efforts, helping dental practices grow faster and more efficiently. If you're looking for advanced strategies to elevate your practice, you won’t want to miss this episode.

In this episode, I sit down with Laura Maly, co-founder of Wonderist, to dive into the foundations of dental marketing. We discuss the importance of crafting a unique brand message, understanding your practice's return on investment in marketing, and how these elements play a key role in growing your practice. Whether you're looking to fine-tune your current strategy or start from scratch, this conversation is full of actionable insights.

Join us for the second part of our conversation with Annette Woods as we dive into actionable strategies for optimizing your dental practice’s financial health. Discover how proactive planning and informed financial decisions can pave the way for long-term success and sustainability in your practice.

In this episode of Wealth Beyond the White Coat, we sit down with Annette Woods, the founder of Bookkeeping Aesthetics, to explore how her unique background in dentistry equips her with the expertise to help dental practices thrive financially. Learn how proper bookkeeping and financial management can be a game-changer for your practice’s success.

In the final part of our series on due diligence with David Sengstock of Mick Law, we wrap up our deep dive into the crucial process of vetting investment sponsors. Discover the essential steps to ensure you're partnering with credible and trustworthy managers, setting the stage for smarter, more secure investment decisions.

In Part 2 of our deep dive into sponsor-level due diligence with David Sengstock of Mick Law, we explore real-world examples and case studies that highlight the critical role of transparency and thorough research in safeguarding your investments. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights you won't want to miss.

In this episode, we sit down with David Sengstock, President of Mick Law, to explore the critical role due diligence plays in alternative investments. Learn how to effectively vet investment deals by evaluating sponsors, understanding the intricacies of the deal structure, and ensuring all tax implications are thoroughly considered. This is essential listening for anyone looking to navigate the complexities of alternative investments with confidence.

In the second part of our conversation with Jim Woltmann, we delve deeper into his evolved investment strategies and the impact on his work-life balance. Discover the benefits and insights of diversifying with high-yield investments.

Join us as we sit down with Jim Woltmann to discuss his journey from traditional investments to diversifying with alternative investments through Legacy Point. Learn how these strategies have transformed his financial portfolio and provided significant tax advantages.

Wrap up our enlightening series with Part 3 on "Totally Oral" featuring hosts Russell Schafer and Clint Timmerman. Discover advanced investment strategies, success stories, and actionable tips for building a resilient financial future beyond dentistry.