Tim McNeely
Your Optimal Financial World: The Nine Essentials Behind an Optimized Practice
Description:
You built a practice most people never will. The question is whether the financial world around it was built with the same intent, or assembled one referral at a time.
Most successful dental entrepreneurs are working with capable professionals who have never met each other. The CPA does not know what the attorney drafted. The advisor does not know what the practice broker is modeling. Nothing is wrong, exactly. It is just uncoordinated, and uncoordinated is expensive.
In this session we walk the framework live, in the room, against your own situation. You will rate nine essentials on a ten-point scale and color code each one. Some will come back green. Some will not.
You leave knowing exactly where your gaps are, and more importantly, the sequence for closing them.
Objectives:
- Score your current professional team against the nine essentials of a high-performing virtual family office, and leave with each one coded red, yellow, or green.
- Locate yourself on the wealth management hierarchy and name the specific level of service your complexity actually requires.
- Identify the single highest-leverage gap in your financial world and the first move to close it.