Investment Grade Practices: A Dentist Podcast
Investment Grade Practices: A Dentist Podcast
Investment Grade PracticesTM are designed to give you the lifestyle you enjoy today, while building an asset for tomorrow. Victoria Peterson, SsD helps dentists build practices that they love today while building value to secure their future.
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Episode 27 - Wealth Strategies for the Investment Grade Dental Practice with Erin Scannell, CFP

Episode 27 - Wealth Strategies for the Investment Grade Dental Practice with Erin Scannell, CFP

5/17/2022 9:02:00 AM   |   Comments: 0   |   Views: 157

“Do you know what the difference is between the noise in the marketplace and what the impact is on your business?” ~Dr. Victoria Peterson

It’s scary out there. We’ve seen massive ups and downs in our world the past few years. COVID. The personal financial impact of shutting down our offices for 3 months. And the newest developments in northern Europe. We watch the economy take a hit. We see financial markets dip. 

I get it, I’ve been there. It can be scary. It’s only natural to panic a little bit. But smart business owners like you know there’s a bigger picture. You see the difference between the noise in the market and what you can control. Instead of making snap decisions, you look at how you protect your investments, assets, and set yourself up for success in the future.

Here’s what I want you to keep in mind when you feel yourself start to worry and wonder: Building an Investment Grade Dental PracticeTM is a long-term plan. It isn’t a 2, 3, or 4 year game. This is your decade plus goal. 

Stay focused on what you can do to drive value in your practice and control the outcomes. Be dedicated to your business, your plan, and get sound advice from trusted experts and advisors.

To help you navigate some of these financial and economic waters, I have invited Erin Scannell – named to America’s Top Wealth Advisors in 2021 and Forbes Top Wealth Advisors in the State of WA in 2021 – to join us for a practical conversation on how to make smart business and investment decisions when the news looks scary. 

These are strategies that can use as you build value in your Investment Grade PracticeTM, including:

        
  • Navigating the impact of global events on the economy (and your business)
  •     
  • 3 things owners of Investment Grade PracticesTM do to craft value
  •     
  • Tax code strategies that can save you thousands

Want to know if you have an Investment Grade PracticeTM? Click here to use the completely free Investment Grade PracticeTM calculator: What’s my IgP Freedom Number?

Want to have a conversation about your Investment Grade PracticeTM? Contact Brent at brent@productivedentist.com.
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https://productivedentist.com/podcasts/investment-grade-practices-podcast/episode-27-wealth-strategies-for-the-investment-grade-dental-practice-with-erin-scannell-cfp/

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