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Your Financial Advisor Isn’t Helping You Build Wealth with hosts Eric Miller & Eric Gersch
Most healthcare practice owners think they have financial advice.
But in reality?
They have someone managing a 401(k).
In this episode, Eric Miller and Eric Gersch break down the biggest problems with the traditional financial advisory model — especially for healthcare entrepreneurs, medical practice owners, veterinarians, dentists, optometrists, and physical therapists.
We cover:
• Why most advisors only focus on investments
• The truth about “fiduciary” marketing
• Why your CPA shouldn’t drive your financial strategy
• The difference between wealth management and product sales
• How real financial planning should impact your household, business, taxes, debt, and future income
If your advisor only talks about retirement accounts and portfolio returns…
You may be missing the bigger picture.
_________________________________________________________________________________
Want to schedule a free consultation?
Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0
Get Social With Us
Website: https://www.econologicsfinancialadvisors.com
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
Instagram: https://www.instagram.com/econologicsfinancialadvisors
X / Twitter: https://x.com/FinancialBeasts
Vimeo: https://vimeo.com/econologics
🔒 Disclaimer
Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.
Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/
View all episodes
By Econologics Financial Advisors
5
44 ratings
Most healthcare practice owners think they have financial advice.
But in reality?
They have someone managing a 401(k).
In this episode, Eric Miller and Eric Gersch break down the biggest problems with the traditional financial advisory model — especially for healthcare entrepreneurs, medical practice owners, veterinarians, dentists, optometrists, and physical therapists.
We cover:
• Why most advisors only focus on investments
• The truth about “fiduciary” marketing
• Why your CPA shouldn’t drive your financial strategy
• The difference between wealth management and product sales
• How real financial planning should impact your household, business, taxes, debt, and future income
If your advisor only talks about retirement accounts and portfolio returns…
You may be missing the bigger picture.
_________________________________________________________________________________
Want to schedule a free consultation?
Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0
Get Social With Us
Website: https://www.econologicsfinancialadvisors.com
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
Instagram: https://www.instagram.com/econologicsfinancialadvisors
X / Twitter: https://x.com/FinancialBeasts
Vimeo: https://vimeo.com/econologics
🔒 Disclaimer
Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.
Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/
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