The Financial Beast Podcast for Practice Owners

Master Cash Flow: Grow Your Practice & Retire Sooner

Are you ready to take back CONTROL of your finances, grow your practice, and retire sooner? In this episode of the Financial Peace Podcast, Eric Miller, author of *How to Become a Financial Beast* and co-owner of Econologics Financial Advisors, teams up with Sean Healy, founder of Accounted4, to uncover the EXACT strategies every healthcare practice owner needs to master cash flow, maximize the value of their practice, and fast-track their journey to financial freedom.
 
Mismanaging cash flow is the #1 threat to your financial future, but it doesn’t have to be. Learn how to navigate the gap between profit and cash flow, build personal wealth, and make your practice a powerful asset that funds your ideal life. From understanding the difference between profit, EBITDA, and cash flow to identifying hidden opportunities and constraints in your finances, this conversation is packed with actionable insights tailored for practice owners like YOU.
 
Start your Financial Beast training by focusing on what truly matters: becoming a confident, well-informed leader in your business. Whether you’re aiming to expand your business, achieve financial stability, or build long-term wealth, this episode is your roadmap to success.
 
Subscribe now and take the first step toward transforming your practice and your future!
 
This content is brought to you by Econologics Financial Advisors, LLC.
 
#financialeducation #practiceownerfinance #retirementplanning #financialfreedom #financialgoals
 
#financialeducation #financialfreedom #practiceownerfinances #retirementplanning #automatingsavings
 
CHAPTERS:
00:00 - Intro
01:34 - Understanding Cash Flow Importance
04:32 - Profit vs Cash Flow Explained
10:03 - Cash Flow Projection Techniques
11:39 - Challenges in Restoring Solvency
17:25 - Emotional Impact of Cash Flow Issues
20:00 - Assessing Business Revenue Needs
22:09 - Identifying Major Business Expenses
25:17 - Capacity and Constraints Analysis
27:22 - Role and Responsibilities of a CFO
30:57 - Overview of Accounted For
36:13 - Contact Information for Eric
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
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Website: https://econologicsfinancialadvisors.com/
 
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.

The Costly Mistake 90% Make in Retirement Planning with Hosts Eric Miller & Eric Gersch

Are you making the costly mistake most people overlook in retirement planning? Discover how to take back CONTROL of your financial future with expert insights from Eric Miller, author of "How to Become a Financial Beast." This episode dives into the critical distribution phase of retirement—a step that can make or break your financial freedom. Learn why focusing solely on tax benefits and short-term performance could leave you vulnerable and how balancing growth with guaranteed, predictable income streams is key to a secure retirement.
 
In this powerful discussion, we break down strategies to maximize the value of your investments, build personal wealth, and ensure that your retirement income is a mix of growth and contractual security. Whether it's making informed decisions on 401(k)s, cash value life insurance, or annuities, our goal is to empower healthcare practice owners like you to expand your business while achieving lasting financial stability.
 
At Econologics Financial Advisors, we specialize in helping healthcare professionals take control of their wealth-building journey.
 
Start your journey to becoming a Financial Beast and achieving financial freedom today! Subscribe now, leave a comment, and share this episode to help others take charge of their future. Together, let’s redefine retirement planning!
 
#financialsuccessblueprint #investmentpolicystatement #maximizingretirementincome #financialeducation #sustainableretirementincome
 
#navigatingretirement #retirementriskzone #financialeducation #maximizingretirementincome #financialfreedomisslavery
 
CHAPTERS:
00:00 - Intro
01:18 - Distribution Phase Strategies
05:21 - Understanding Qualified Plans
09:56 - Benefits of Cash Value Life Insurance
13:48 - Why Life Insurance Can Be Costly
17:45 - Exploring Contractual Income Sources
22:46 - Outro
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
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Website: https://econologicsfinancialadvisors.com/
 
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.

Profit Margins Decoded: Build the Life You Want with Hosts, Eric Miller & Eric Gersch

Are you ready to take back CONTROL of your financial destiny and build the life you’ve always envisioned? In this episode of the Financial Beasts Podcast, we decode how profit margins can empower you to maximize the value of your practice, expand your business, and achieve true financial freedom. Your profit margins shouldn’t be a random number—they should be a strategic tool to fund the life you desire both now and in the future.
 
Join Eric Miller, co-owner and chief advisor of Econologics Financial Advisors, and Eric Gersch, Financial Advisor as they share expert advice tailored for practice owners like you. Learn how to align your profit margins with your lifestyle goals, reinvest in your business, and build personal wealth through actionable financial training. Whether you’re aiming to grow your business, secure your future, or simply improve your financial stability, this episode provides a clear, approachable roadmap to success.
 
As a trusted name in financial advising for healthcare practice owners, Econologics Financial Advisors is here to help you become a Financial Beast. Remember, the path to financial freedom starts with a plan—and the right advice!
 
Subscribe now and start taking control of your financial future. Let’s work together to design a business and life you’ll love. Your journey to wealth building starts here!
 
#financialeducation #financialsuccessblueprint #incomestatement #maximizingearnings #savingstrategiesrevealed
 
CHAPTERS:
00:00 - Intro
01:18 - Perfect Profit Margin Explained
01:48 - Ideal Profit Margin Guidelines
05:46 - Designing Your Desired Lifestyle
10:54 - Designing Your Desired Lifestyle (Continued)
11:31 - Ideal Clients for Our Services
15:51 - Ideal Profit Margin Guidelines (Continued)
17:10 - Analyzing Your Profit Margin
21:50 - Financial Survival vs. Security
22:05 - The Harsh Truth of Financial Survival
22:20 - Adapting to Financial Challenges
22:38 - Outro
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/
 
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.

The 4 Ps of Smart Investing Every Practice Owner Needs with Hosts Eric Miller & Eric Gersch

Are you ready to take back CONTROL of your financial future and build personal wealth like never before? In this episode of the Financial Beasts podcast, we dive into "The 4 Ps of Smart Investing Every Practice Owner Needs" to help you maximize the value of your hard work and pave the way to financial freedom. Whether you’re a healthcare practice owner or associate, this strategy-packed discussion will empower you to make informed decisions, avoid costly mistakes, and create a lasting impact on your business and personal wealth.
 
Discover how understanding the 4 Ps—People, Philosophy, Process, and Performance—can revolutionize your investment strategy. Learn from real-world examples and expert insights from Eric Miller and Eric Gersh of Econologics Financial Advisors, a trusted name in financial training for healthcare practice owners. We’re here to help you navigate the complexities of investing while expanding your business and achieving financial stability.
 
Start your journey to becoming a Financial Beast today! Take the first step by downloading Eric Miller’s free guide, "How to Become a Financial Beast," and explore actionable strategies to secure your financial future. Remember, knowledge is power—and with the right tools, you can take control of your financial destiny.
 
Subscribe to our channel for more expert tips, share this video with fellow practice owners, and let’s create a community of informed, empowered investors!
 
#financialeducation #financialsuccessblueprint #economicindependencepath #budgeting #growyourwealthwiththesesmartinvestingtips
 
CHAPTERS:
00:00 - Intro
01:16 - Horror Stories of Bad Investments
11:01 - The 4 P's of Investing
12:21 - Due Diligence on People
14:02 - Investment Philosophy
17:10 - Investment Process
20:13 - Investment Performance
23:20 - How to Evaluate Your Investments
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/
 
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.

Top Exit Strategies for Practice Owners in 2025 with Hosts, Eric Miller & Eric Gersch

Ready to take control of your financial destiny and secure your future as a practice owner? In this video, we’ll equip you with the top exit strategies for practice owners in 2025 to ensure you maximize the value of your healthcare practice, achieve financial freedom, and build personal wealth like never before. Whether you’re considering selling to private equity, a competitor, or an associate, these expert tips will help you exit on your terms and set yourself up for lasting success.
 
Hosted by Eric Miller, co-owner and chief advisor at Econologics Financial Advisors, this episode breaks down how to prepare emotionally and financially for the biggest transaction of your career. Discover why timing, planning, and having the right financial advisor are crucial to becoming a Financial Beast and avoiding common pitfalls that could cost you time and money. Learn how to assess your practice’s value, identify growth opportunities, and build wealth beyond the sale of your business.
 
Econologics Financial Advisors specializes in empowering healthcare practice owners to elevate their financial experience. Start your journey to financial freedom by working with our trusted team. Subscribe now, and let’s make 2025 the year you exit smartly and successfully!
 
#prepareabusinessforsale #businesssalesexitstrategies #dentalpracticetransition #financialeducation #dentalpracticebroker
 
CHAPTERS:
00:00 - Intro
01:38 - Exit Planning Strategies
02:42 - Choosing the Right Advisor
05:17 - Preparing for Emotional and Financial Exit
14:53 - Planning Your Next Steps
17:49 - Exit Options and Preferences
19:45 - Valuing Your Practice
24:00 - Assessing Future Growth Potential
25:47 - Building Your Core Team
26:11 - Managing Office Dynamics
26:52 - Key Takeaways
27:02 - Smart Exit Strategies
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/
 
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.

Avoid These Common Partnership Disasters with Hosts, Eric Miller & Eric Gersch

 Avoid the pitfalls of bad partnerships and take back CONTROL of your financial destiny today!  Partnerships can either help you expand your business or lead to devastating financial and emotional consequences. In this episode of the Financial Beasts Podcast, Eric Miller, co-owner and chief advisor at Econologics Financial Advisors, uses his expertise to help you identify and avoid common partnership disasters. From learning how to align goals and roles with your partner to creating strong agreements that protect you, this episode has everything you need to build a thriving practice without the headaches of a bad partnership.
 
Discover how to maximize the value of the partnerships you create, build personal wealth, and achieve financial freedom by making smarter decisions. Whether you’re starting a new venture or looking to improve an existing partnership, this actionable guide will help you navigate challenges and create lasting success.
 
Eric Miller and the team at Econologics Financial Advisors specialize in helping healthcare practice owners like YOU elevate your financial experience. Their proven strategies are designed to turn your practice profits into personal wealth while avoiding common financial pitfalls. Remember—your financial freedom starts with taking control now.
 
💡 Ready to become a Financial Beast? Start building your wealth and expanding your business today! Subscribe for expert financial training and let us help you on your journey toward financial independence.
 
#partnershipsandcollaborations #financebusinesspartnering #partnershipcontracts #financialpartnershipmistakes #businesspartnershipsexplained
 
CHAPTERS:
00:00 - Intro
02:01 - Why Partnerships Go Bad: Common Issues
04:36 - The First Bad Sign of a Partnership: Warning Signs
08:29 - The Second Bad Sign of a Partnership: Red Flags
14:04 - What Makes a Bad Partnership: Key Factors
15:52 - The Importance of Agreements: Legal Necessities
18:00 - What is an Operating Agreement: Definition & Purpose
22:05 - How to Leave a Partnership: Exit Strategies
23:51 - What Happens if a Partner Dies: Consequences & Solutions
24:56 - Core Things to Have in Place: Essential Elements
26:00 - It's Never Too Late to Get on the Same Page: Reconciliation Tips
26:49 - You're Not Stuck: Finding Solutions
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social with Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/
 
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.

Ready to Expand Your Practice? 7 Key Signs You Must Know with Hosts, Eric Miller & Eric Gersch

Are you ready to expand your practice and take control of your financial future? In this episode, we outline the 7 key signs every healthcare practice owner must know before making the leap into expansion. It's not just about growth—it's about expanding the smart way, without stress, financial strain, or setbacks. Learn how to maximize the value of your current practice, build personal wealth, and set yourself up for financial freedom.
Expansion is a critical decision for practice owners. Are you operating at max capacity? Do you have the reserves, systems, and team to support growth? What about your hiring strategies, organizational structure, and marketing plan? Eric Miller and the Econologics Financial Advisors team walk you through these essential indicators so you can expand with confidence and control. It's time to become a Financial Beast and take back control of your future!
Econologics Financial Advisors specializes in wealth-building strategies tailored for healthcare practice owners. Our advice is rooted in years of experience helping professionals like you achieve success.
Start building your financial freedom today! Visit Econologics Financial Advisors for resources, assessments, and tools to help you prepare for expansion. Don’t wait—your journey to becoming a Financial Beast starts here! Share this episode with a colleague and take the first step toward owning your financial destiny.
#healthcaremarketing #financialgoals #budgeting #healthcaremarketingplan #financialplanningmistakes
 
CHAPTERS:
00:00 - Intro
02:02 - Business Expansion Strategies
09:05 - Building Business Reserves
11:27 - Understanding Business Debt
12:48 - Hiring and Training Systems
13:42 - Creating an Organizational Chart
15:21 - Ensuring Legal Compliance
19:00 - Developing a Marketing Plan
21:30 - Practice Expansion Checklist
21:45 - Getting Started with Financial Planning
21:59 - Free Financial Plan Review
22:09 - Accessing the Practice Expansion Checklist
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
 
Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/
 
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.

5 Ways to Skyrocket Associate Productivity with hosts, Eric Miller & Eric Gersch

Ready to take back CONTROL of your practice and skyrocket associate productivity?
In this video, we reveal five powerful strategies to maximize the value of your associates' contributions, helping you expand your business while aligning their goals with your vision for financial freedom. As a practice owner, your success depends on building a productive team, and we’re here to show you how to set clear expectations, boost confidence, and remove barriers to performance.
From tracking revenue per employee to implementing delegation and speed strategies, these tips will empower you to inspire your team, increase profitability, and achieve your financial goals. Learn how to craft a bonus system that motivates your associates and connect their production to their personal financial aspirations—because when your team wins, you win.
At Econologics Financial Advisors, LLC (‘EFA’), we specialize in helping healthcare practice owners like you become Financial Beasts, even in uncertain times. Our proven methods provide the education and tools you need to succeed.
Take the first step toward financial freedom and start maximizing your wealth-building potential today!
Subscribe now for more expert advice tailored to practice owners, and don’t miss out on the opportunity to expand your business with confidence.
Let’s make 2025 the year you take control and thrive!
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#financialplanningforbusinessowners #increaserevenue #selfstorageinvesting #productivity #howtoincreaserevenueinyourbusiness
CHAPTERS:00:00 - Intro01:53 - Eric's New Year's Eve Celebration02:41 - Revenue per Employee Analysis06:15 - Production Goals for Vet Associates09:18 - Production Expectations for Physical Therapists10:24 - Optometrist Production Standards11:02 - Dentist Production Requirements12:40 - Challenges for Owners in Associate Production13:16 - Building Confidence in Associates16:34 - Importance of Delegation for Associates19:00 - Strategies to Increase Associate Speed22:27 - Implementing Bonus Systems for Associates23:17 - Financial Planning Strategies for Associates25:09 - New Year Wishes and Reflections
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
Get Social with Us!LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/Website: https://econologicsfinancialadvisors.com/
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.

8 KPIs Every Practice Owner MUST Track for Wealth! Hosts: Eric Miller & Eric Gersch

Ready to take control of your financial future and build the wealth you deserve?
In this episode, we break down the 8 KPIs every practice owner must track to achieve financial freedom and maximize the value of your business. These game-changing key performance indicators will help you measure progress, cut through distractions, and focus on what truly moves the needle in your household and practice finances. From business growth rate to personal savings, effective tax rates, and creating passive income, these steps are your blueprint to becoming a Financial Beast.
Discover how to save 7-10% of your revenue weekly, pay off personal debt in 5-7 years, and achieve a 20%+ profit margin in your practice. Learn actionable strategies to ensure your business and personal wealth are aligned for long-term success. Whether you're expanding your business or building a solid foundation for financial independence, these KPIs are essential tools for your journey.
At Econologics Financial Advisors, LLC (‘EFA’), we specialize in helping healthcare practice owners like you take back control of their financial destiny. With proven systems and expert advice, we’ll guide you toward measurable success. Start your wealth-building journey today and turn your practice into a wealth-building machine!
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#capitaloptimization #kpi #performancemanagement #financialstabilityboard #budgeting
CHAPTERS:00:00 - Intro02:13 - Critiquing Financial Influencers09:48 - Business Growth Rate Strategies11:20 - Saving Guidelines for Success12:39 - Systematizing Profit Taking13:22 - Paying Off Personal Debt Effectively15:36 - Understanding Your Effective Tax Rate18:06 - Importance of Business Reserves20:46 - Building Passive Income Assets22:30 - Analyzing Profit Margin in Business24:45 - Household Earned Income Insights26:55 - Recap of 10 Key Performance Indicators27:44 - See You Next Time
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
Get Social With Us!LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/Website: https://econologicsfinancialadvisors.com/
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.

Build Wealth the RIGHT Way as a Practice Owner with Hosts, Eric Miller & Eric Gersch

Are you ready to build wealth the RIGHT way as a practice owner?
Say goodbye to generic advice and take back CONTROL of your financial future with proven strategies tailored to your unique needs.
In this episode, we break down the myths around financial advice and empower you to maximize the value of your business while building personal wealth the smart way. Stop following one-size-fits-all advice from influencers who don’t understand your journey as a healthcare practice owner. Learn how to focus on strategies that lead to true financial freedom and long-term success.
At Econologics Financial Advisors, LLC (‘EFA’), we specialize in helping practice owners like you become Financial Beasts by creating a system that works for your business and personal goals. Whether it’s optimizing your income, minimizing taxes, or building a recession-proof strategy, this video gives you the tools you need to take control and expand your business with confidence.
Don’t leave your financial success to chance!
Consult with experts who understand your industry and can guide you every step of the way.
Your financial freedom starts with the right plan.
Watch now and take the first step toward mastering your wealth-building journey!
Visit https://www.wealthforpracticeowners.com/ for your free download of the 27 Point Financial Checklist.
#financialadvisorpracticemanagement #financialobstacles #howtogetmoreclientsasafinancialadvisor #budgeting #retirementplanning
CHAPTERS:00:00 - Intro02:22 - Financial Influencers07:35 - Financial Advisors: Stocks and Mutual Funds10:28 - Financial Advisors: Retirement Accounts12:58 - Financial Influencers17:00 - Legacy Financial Institutions18:55 - Nefarious Financial Advice22:25 - Know What You Own in Investments24:41 - Avoid $200k Coaching Programs25:20 - The Broad Definition of "Financial Advisor"26:51 - Finding an Advisor for Your Industry28:10 - Avoid $100k Coaching Programs29:10 - Final Thoughts
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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540
Get Social with Us!LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancialYouTube: https://www.youtube.com/@FinancialBeastTwitter: https://twitter.com/FinancialBeasts Instagram: https://www.instagram.com/financialbeastmode/Website: https://econologicsfinancialadvisors.com/
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.