Ownership in Veterinary Medicine and What That Means for You featuring Isaiah Douglass, MBA, CFP, CEPA
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Isaiah Douglass joins us today to break down some important topics - best ways to choose a financial planner, why you need to know the value of your practice if you own one, ways in which ownership can benefit an individual… and my personal favorite - you are allowed to fire toxic clients! Plus, he gave us a ton of resources and tips on leadership and financial investing. Let me know how this episode resonates with you!
About Our Guest
Hi, my name is Isaiah Douglass. I am a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, and Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.
I am the host of the weekly podcast The Veterinarian Success Podcast which interviews and discusses topics related to clinical, business, financial, and personal of the lives of veterinarians. I am deeply involved in speaking within veterinary medicine via students, podcasts, video interviews, and spoken at the Veterinary Financial Summit conference. I am on the Communications Committee within VetPartners to help deliver the message of the organization to membership, but also the veterinary industry.
Vincere Wealth Management
The Veterinarian Success Podcast
Isaiah's IG : @isaiahd_vwm
Isaiah on LinkedIn
Veterinarian Financial Advisor Network
Hear ME being interviewed on Isaiah's podcast!
The Knowledge Project (specifically episodes 96 and 67)
Invest Like The Best
Morgan Housel on Modern Wisdom (episode 222)
Book Recommendation: The NEXT Millionaire Next Door by Thomas Stanley and Sarah Stanley Fallaw
Find the Veterinarian's Financial Guide HERE!
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