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Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their b ...
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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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PAWSitive Leadership Podcast

pawsitiveleadershippodcast

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A podcast for everything a Veterinary Manager needs to know to get the job done. We’ve been there and know how hard it is and are here to help by sharing our knowledge and expertise to elevate you! This podcast is for YOU - the veterinary practice manager, supervisor, leader. We want to elevate you by equipping you with relevant content, material, guidelines, instruction, feedback and pro tricks and tips. We will deliver real-life experience, along with our super smart guests, that will get ...
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Each week, UW-Madison veterinary medical student Blake Root will bring on a new guest to discuss topics related to the profession of veterinary medicine and/or the student experience in veterinary medical school!
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In this episode, I'm so glad to finally welcome Jhraid Pratt who is the CEO of Granite Peak. Granite Peak is a Veterinary Specific, Advisory, Tax Planning Services To Help Maximize Your Practice's Profitability. Granite Peak works with over 150 practices over the country and that niche and focus makes a world of difference. We discuss: Jharid's sto…
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In this episode, Andrea and David chat with Paws Time Owner, Connie Gualiano about on hold marketing solutions in the veterinary practice. Being placed on hold to hear Christmas music in July is not as beneficial to the veterinary practice as you may think. Connie speaks from the pet owners perspective on how having concise, relevant information ca…
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What's the most important thing for a De Novo Start up in Veterinary Medicine? I'd argue it's ensuring you are in an area that: A) Needs Veterinary Services You Provide B) Can pay for the work you provide Sounds simple, but often this is left to chance and not focused enough to ensure you stack the odds of success on your side. That's why Pinpoint …
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In this episode, Andrea and David bring safety back with Jessica Molina, PHR, CVPM, ARM with Hub International. Bringing it all the way back to identifying the safety risk then creating and implementing training, then assessing staff on potential safety risks within the veterinary field. Opening the robust conversation into how we can be more proac…
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In this episode, Andrea and David chat with Dental Diva, Mary Berg BS, RVT, LATG, VTS (Dentistry). Founder of "Beyond the Crown Veterinary Education," Mary gets to the root of training, education and passion behind her work in veterinary medicine. Voted VMX Veterinary Technician of the Year, Mary talks about where her career in veterinary medicine …
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In this episode, I dig in and share my thoughts around the benefits and challenges with business partnerships. Business partnerships can take a lot of different roles. From a 50/50 active partner, minority owner, joint venture, or strategic partnership. I share some ways I view business partnerships being ideal for veterinary medicine as we move fo…
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In this episode Andrea and David chat with David McCormick, CVA with Simmons and Associates about prepping your practice for sale. David gets in the weeds with how managers can be an intricate part of preparing the practice owners exit strategy and participating in a smooth transition to new ownership. So, grab your coffee or pour a glass of wine, …
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In this episode, Andrea & David interview Mary Mangioi, BA, JD with Veterinary Practice Group at Forchelli Deegan Terrana LLP. Mary talks with us about the importance of having a good relationship with your practice attorney. She explains different types of buying & selling practices, real estate, the importance of employee contracts, DEA complianc…
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In this episode I'm rejoined by Bobby Lind. Bobby was a guest on the show for episode #23. Bobby has been involved in the healthcare space for over 10 years, with a significant portion of his career dedicated to helping healthcare professionals with commercial real estate. During this time, he has helped numerous small business owners, including de…
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Today I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. He’s joined me on episode #42 and #107. He is the co-founder of Chronos and SURGE. Chronos is a remote back-office solution for veterinary practices. SURGE is a community of ​​“MOBILE SURGEONS HELPING MOBILE SURGEONS”. Phil always a pleasure to connect and I g…
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In this episode, Andrea & David interview Dr. David Bessler, CEO, and David Glattstein, President, the co-owners and founders of Veterinary Emergency Group, or VEG. Bessler & Glattstein talk about what they are doing to shake up veterinary emergency medicine, creating an exciting and rewarding workplace, and helping clients and patients when they n…
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In this episode I opened up some questions to the Facebook Group and broader Instagram following and took those questions and answered them on this week's show. I'd always encourage folks to talk to a professional before making any decisions, again these are my opinions and not investment advice. The questions were as follows: What should the ideal…
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In this radio show, I share a bit about where I am and what's happened over the past handful of months. The podcast has always been a labor of love, and the labor part has been the element most felt recently. I hope you can take something away from it, and excited to share some great conversations and updates soon! Our Sponsors GuardianVets (be sur…
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In this episode, I’m rejoined by Dr. Lauren Jones she first joined me about a year ago in episode #190 - so for her full background go check out that episode. Dr. Jones owns Animal Hospital of Chester County and is a Director of Veterinary Medicine for Shepherd Veterinary Software. Lauren shares her new role within Shepherd and updates from our las…
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In this episode with Andrea & David, they talk with Nancy Dewitz about Practice Management Software selection for a veterinary practice. Nancy educates us on the importance of selecting the right PMS, the importance and cautions on AI, and third-party software integrations. This is one you won't want to miss! Join us, grab a cup of coffee, or pour …
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Rhys Giannarelli who is the owner of Point Grey Veterinary Hospital in British Columbia. Rhys and his wife Dr. Carmen Chan have three veterinary hospitals in a very competitive market but have thrived as a private business. He joined me in episode 103 back in 2021. We talked about competing and beating corporate practices - growing to multiple loca…
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In this episode, I’m joining by Ryan Whitley VP of Business Development at RWE Design Build. RWE is #1 Animal Health Builder In U.S. with over 400 projects completed. Their projects have won several DVM 360 Merit Awards and Hospital Design of the Year. They have been in business over 25 years. So Ryan and team have seen, built, and consulted on a l…
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Alright today I’m joined by two guests from Veterinary Innovative Partners (VIP), a network of 40+ veterinarian-owned-and-operated hospitals across nine states. Dr. Brett Shorenstein & Dr. Don Costlow. Dr. Shorenstein is a practicing veterinarian with 10+ years of experience. Previously an investment banker in NYC, he left the industry to follow hi…
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In this radio show I review and update what the US Consumer looks like in regards to financial health. There were a variety of factors that lead to this being the focus of the week, but a recent conversation with an experienced practice owner was the ultimate push to ensure I recorded this episode. Links to the various links and data sources below.…
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In this episode, I dig into the FIRE movement. Unless you live under a rock you likely know what FIRE is. FIRE stands for Financial Independence, Retire Early. It’s a movement that started back in 1992 when authors Vicki Robin and Joe Dominguez used the term in their book, Your Money or Your Life. Their book asks readers to question how they think …
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On this episode, I’m joined by Dr. Stephanie Van Deynze-Snell she is veterinarian business owner and High Flow Coach & Consultant. She talks about #business, #wellness, #flowstate, #leadership, and #teamculture. Her experience in the trenches and through growth and leadership as an owner make this a fun conversation to get into. We discuss the foll…
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In this episode, I'm joined by Jake Jensen, DVM, cVMA, cVSMT. Jake is a co-owner of Janssen Veterinary Clinic (JVC). JVC provides Equine & Small Animal preventative health care, lameness, reproductive, internal medicine, dentistry, and surgical appointments. Jake is local to Central Indiana and someone I've been fortunate enough to get to know pers…
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In this episode, I'm joined by Meghan Bingham, CVPM. She worked in all areas of vet med, from Kennel to Technician to Receptionist, and eventually settled in as Practice Manager where she developed the business from just one vet to a 12-doctor practice. Then she transitioned to a Senior Operations Manager position where she helped 25 Emergency, Urg…
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Join us on this episode of the Pawsitive Leadership Podcast as we sit down with Connie Gualiano, the owner and founder of PawsTime, a company that creates custom and unique on-hold messages for your practice. With 18 years of experience in the message-on-hold industry, Connie brings a wealth of knowledge to the table. We talk about client loyalty, …
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In this radio show, I discuss failure and use myself as a great example of how many shortcomings can set the stage for opportunities and "success." I call it a therapeutic session of a show. Let me know your thoughts! Our Sponsors LifeLearn GuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP"…
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Andrea and David are joined by special guest Isaiah Douglass, a financial advisor and expert in bitcoin, to discuss the intersection of cryptocurrency and veterinary practices. As bitcoin and other digital currencies continue to gain popularity, veterinary practices are exploring how they can integrate these technologies into their business models.…
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In this episode, I’m joined by Emmitt Nantz. Emmitt’s been in veterinary medicine for almost 20 years, solving problems and building innovative solutions. Co-founder and visionary leader at Inventory Ally, a cutting-edge inventory management software solution designed specifically for veterinary hospitals. We’ll chat about this and a lot more. His …
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In this episode, I’m joined by Dr. Kurt Phillips. Kurt and I recently connected in person at WVC. Kurt owned City Way Animal Clinics until 2021 he sold the five practices. He’s also an entrepreneurial veterinarian and business owner outside of veterinary medicine. He’s always a Hoosier Native, although he calls Bend, Oregon home now. This was a gre…
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In this episode, Andrea & David talk with Heather Prendergast, RVT, CVPM, SPHR, and the CEO of Synergie Consulting about all things leadership in a veterinary practice, including culture, KPIs, critical goals, and difficult conversations. As an author, technician, leader, manager, presenter, and advocate for our profession, you won't want to miss t…
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In this radio show, I discuss my recent LinkedIn post that got a lot of traction. #veterinarymedicine - I want to see more private practice ownership and extremely bullish on folks building this future in a variety of ways. _________________ is stopping veterinarians from wanting to own their own clinic? What's your answer? It’s a hot topic - I’ve …
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In this episode, I’m joined by marketing guru Brandon Breshears. Brandon helps Veterinary Practices Get Better Clients. He’s the voice of the podcast - The Veterinary Marketing Podcast. He has written tons on the topic of veterinary marketing and is published author. He’s been highly suggested as a guest and glad to finally get time to record. This…
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Dr. Jeff Stepanek and Elizabeth Montgomery join me in this episode. I connected with Liz via LinkedIn, and she's helping her father, Dr. Jeff, sell his Eau Claire, Wisconsin, veterinary clinic. This is a unique podcast that I hope you enjoy - as it's a conversation on legacy and opportunity within veterinary medicine. Dr. Jeff's story and how we be…
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In this episode, I'm joined by Dr. Kelly Cooper. Dr. Cooper is working to empower veterinary leaders to achieve success through purpose, planning, and process. She's been a practice owner, worked in various leadership roles in corporate medicine, and worked as an associate via relief work. Her industry overview is unique, and we unpack each of thos…
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In this episode, I am joined by Dr. Jessica Puccetti-Hoffman. Dr. Jessica is a veterinarian on a mission to provide all pet parents with holistic pet care. Her journey has included finding some health and care on the human side to be impactful for her family and bringing that into the veterinary world. Why it took her time to rediscover her passion…
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In this show, I'll review and provide a quick update on all things bitcoin, especially after this past week's launch of the Bitcoin ETFs. I cover the following: The 11 ETFs that were launched - and pricing. Isaiah's Favorite ticker The difference between owning bitcoin directly & the ETF. Does an ETF ever make more sense to own? A trading nuance th…
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In this episode - I share some insights into what I've been thinking about and working on. I do, however, WANT & NEED your help - I'm looking for feedback and want to have conversations around what you & your peers would want. The goal is to provide the best support structure for folks looking to start their private practice journey, whether that i…
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In this episode, I'm rejoined by Dr. Keith True, a veterinarian, recent MBA holder, and entrepreneur, joins me. He recently finished his time with some partner hospitals, a Member of the Board of AccessVet, and the Founder of True Vet Potential and TrueVet. Dr. True joined me prior in episode #178. Updates in his life and what he's found as his cal…
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In this episode, I'm joined by previous guests and Veterinary Financial Advisor Network (VFAN) members Andrew Langdon, Ashley Foster, and Stu Sutphin. We discuss the year, wins they've seen for veterinary clients, questions they hear, and what to plan for in 2024. Veterinarian Financial Advisor Network Our Sponsors LifeLearn GuardianVets (be sure i…
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In this radio show - instead of making some bad predictions I recap and reflect on personal, professional, and podcast ideas from the past year. Links DINKS Video Seed Oil Video Seed Oil Rebellion Milk - why natural milk aka "raw" is better Meat - Learn the benefits Welcome to Bitcoin - best 101 video Our Sponsors LifeLearn GuardianVets (be sure if…
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On this episode, I’m joined by Julie South. Julie’s focus is on helping veterinary professionals get their heads screwed on straight so they can get excited about going to work on Monday mornings. She co-founded VetClinicJobs.com - which is a global platform that helps good vet clinics shine online by promoting their great culture and finding the r…
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In this episode, I’m joined by Sebastian Gabor. He is a serial entrepreneur, speaker, and educator. In 2018, he co-founded Digitail – an all-in-one practice management system born from a passion for improving vet and pet-parent communication. Sebastian is an avid reader and a three-time Ironman finisher. He loves hiking and debating world problems …
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Come hang out with Andrea and David as we explore the world of contracts in veterinary medicine with the extraordinary Randy Trammell, Esq! Randy explains the three things you should look for in any contract, owning a veterinary clinic as a non-DVM, common legal mistakes, and much more. Things get heated in this episode so be sure to tune in! Join …
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In this episode, I'm rejoined by Dr. Lucas Pantaleon. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, a prolific CE presenter, and speaker, and he joined me almost a year ago on episode 164 talking about Value-Based Care & Beyond. We discuss antibiotic use and challenges in this episode. The three key factors of antibio…
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In this episode, Matt Golliher, a financial advisor at Vista Investment Partners. He’s a Bitcoin advocate and recently helped pivot Vista to be more bitcoin-focused as he and the team view bitcoin as being a big part of financial advice and guidance into the future. We discuss: How did you become interested in bitcoin? What’s the origin story? How …
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On this episode, I’m joined by Dr. Cody Creelman. Dr. Creelman for those unaware is the CEO of Fen Vet - which is striving to reimagine veterinary care for the betterment of patients, clients, and the veterinary team. They focus on improving animal wellness, providing a better veterinary care experience, and continually challenging traditional anim…
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Join Andrea and David as they delve into the fascinating world of veterinary pharmacy medicine with the insightful Dr. Lauren Forsythe. We explore the crucial realm of DEA compliance, discuss the distinctions between human and veterinary medicine, provide guidance on navigating the often complex process of securing prescribed medications when comme…
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In this episode, Andrea Crabtree is the owner of FurPaws Consulting in Orange, CA for almost a decade. She got her BS in Animal Health Science in 2004. She became a Certified Veterinary Practice Manager in 2011, received her Certification as a Professional in Human Resources in 2016, and accomplished her California Professional in Human Resources i…
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Today I’m joined by Dr. Jason Balara - who is a Veterinary Surgeon and the Founder of Lark Capital Group. He is an Experienced Multifamily Real Estate Investor | He’s helping veterinarians Create Passive Income Using Recession-Resistant Real Estate Investing. His veterinary journey - and why surgery as a specialization? How his humble upbringing in…
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Ryan Kirlin is the President of Alpha Architect. Ryan’s role is working with financial advisors to analyze and create affordable, tax-efficient, investment portfolios in partnership with Alpha Architect and our investment strategies. Alpha Architect empowers investors Through Education and is focused on quantitative investing strategies. Ryan and I…
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In this episode, Andrea and David talk with Dani Rabwin, DVM, Founder & CEO of Ready, Vet, Go, & associate veterinarian at VCA Broadway Animal Hospital about the importance of mentorship. Dr. Rabwin shares how mentorship is key to recruiting and retention with new and recent graduates. She digs into why it is important for veterinary practices to c…
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