Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez.
Chris joined me back on the show to talk about all things related to the associate OD/owner OD relationships. As the career consultant at ODs on Finance, Chris has a unique perspective and gives us insight on the conversations he has been having with both associate ODs and owners looking to hire associates. We touch on the importance of communication in any relationship, managing and setting expectations from both parties around the compensation structure, what ODs surprisingly value the most in their job, and some good questions that associate ODs can think of asking a practice owner during the interview process.
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. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” 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 Dr. Chris Lopez.
Resources:
20/20 Money Membership Information
Chris Lopez 1st Interview on 20/20 Money
Simon Sinek on Millennials in the Workplace
Brene Brown TED Talk
———————————————————————————— Please rate and subscribe to 20/20 Money on these platforms
Apple Podcasts
Spotify
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
View all episodes
By Adam Cmejla
4.9
7777 ratings
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez.
Chris joined me back on the show to talk about all things related to the associate OD/owner OD relationships. As the career consultant at ODs on Finance, Chris has a unique perspective and gives us insight on the conversations he has been having with both associate ODs and owners looking to hire associates. We touch on the importance of communication in any relationship, managing and setting expectations from both parties around the compensation structure, what ODs surprisingly value the most in their job, and some good questions that associate ODs can think of asking a practice owner during the interview process.
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. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” 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 Dr. Chris Lopez.
Resources:
20/20 Money Membership Information
Chris Lopez 1st Interview on 20/20 Money
Simon Sinek on Millennials in the Workplace
Brene Brown TED Talk
———————————————————————————— Please rate and subscribe to 20/20 Money on these platforms
Apple Podcasts
Spotify
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
4,366 Listeners
78 Listeners
57 Listeners
567 Listeners
4,392 Listeners
553 Listeners
63 Listeners
12 Listeners
17 Listeners
13 Listeners
20 Listeners
13 Listeners
18 Listeners
3 Listeners
11 Listeners