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#368: How to Create an “Investment Grade” Practice

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Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Productive Dental Academy. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

  continue reading

560 episodes

Artwork
iconShare
 
Manage episode 350955443 series 1001476
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Productive Dental Academy. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

  continue reading

560 episodes

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