Is Your Financial Advisor Costing You a Fortune?

Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com.

 

Is your financial advisor costing you a fortune without delivering real results? Discover the signs that could save your financial future! In this episode of the Financial Beast Podcast, hosts Eric Miller and Eric Gersch tackle one of the most critical questions for healthcare practice owners: how to know if your advisor is helping you build wealth or quietly draining your resources. Learn how to take back CONTROL, maximize the value of your hard-earned money, and confidently build personal wealth for financial freedom.

 

We dive into actionable strategies, including how to measure your advisor’s performance using real stats like net worth growth, tax savings, and debt reduction. Plus, hear a powerful case study of a practice owner who went from financial stress to achieving a $9.2M practice sale and long-term financial security—all with the right help and planning. You’ll also get insights into our unique Financial Prosperity Index, a scorecard designed to give you a clear picture of your financial health and progress.

 

At Econologics Financial Advisors, we specialize in helping healthcare professionals like you grow your practice, build wealth, and secure a prosperous future. Our proven strategies and personalized approach empower you to become a Financial Beast. Start your journey to financial freedom today—your money will thank you!

 

#measuringfinancialsuccess #financialplanning #financialadvisorpracticemanagement #financialfreedom #financialeducation

 

CHAPTERS:

00:00 - Intro

01:12 - Evaluating Your Financial Advisor's Impact

02:08 - Measuring Financial Prosperity: A Case Study

09:02 - How to Tell if Your Financial Advisor is Helping You (Part 2)

12:46 - Case Study: Dr. O's Financial Journey

17:15 - Transforming a Practice into $9.2M: Dr. O's Success

21:59 - OUTRO

22:15 - Insights from a Financial Advisor's Perspective

23:12 - Quantifying Your Advisor's Contributions

24:13 - Importance of Recurring Communication

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If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

 

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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.