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The Dental Wealth Nation Show is for practice owners building toward—or navigating through—the most consequential financial event of their career: the exit.
Host Tim McNeely operates a Virtual Family Office serving dental entrepreneurs with $5M–$25M in net worth. He holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations—a credential stack bridging comprehensive wealth management with specialized exit planning. His clients don't need another advisor. They need a financial quarterback coordinating the advisors they already have.
Each episode unpacks the coordination failures that cost practice owners millions: mistimed exits, fragmented tax strategies, wealth structures that don't survive the transition from practice income to portfolio income. You'll hear direct conversations with elite tax counsel, M&A specialists, and practice owners who've already made the crossing.
Subscribe and visit dentalwealthnation.com for resources.
Episodes
Monday Feb 13, 2023
Monday Feb 13, 2023
🎙️ The Dental Wealth Nation Show: 🦷💰 Improve Your Practice's Financial Health with Membership Plans & Eli Salls! 💪
Looking to take your dental practice to the next level and boost your revenue? Join us on The Dental Wealth Nation Show as we dive into the missing piece of the puzzle for improving your practice's financial health – membership plans! 🏥💸
In this episode, we have the pleasure of hosting Eli Salls from Clear, who will guide us through the ins and outs of implementing successful membership plans. 💡✨ Eli shares valuable tips and strategies to revitalize your patient market, increase hygiene appointments, and enhance your practice's collection percentage. With the right membership plan and patient financing tools, you can significantly improve production and ROI. 💼💯
Discover how Kleer Intelligence, a cutting-edge software integration tool, simplifies payment posting, tracks growth metrics, and helps you reengage dormant patients. 🚀📈 Plus, learn the secret behind creating tailored plans that strengthen patient relationships and generate more revenue. With Eli's expertise, you'll gain the knowledge and support needed to navigate the world of membership plans with ease. 🤝🔍
Tune in to The Dental Wealth Nation Show and transform your practice's financial health today! 💪🎉💼 Don't miss this episode packed with insights, encouragement, and hope for a prosperous future in dentistry. 🌟
Click the link below to schedule a consultation with an account manager and start maximizing the potential of membership plans for your practice. 📅💡💰
https://go.lifestoneco.com/kleer
#DentalWealthNationShow #MembershipPlans #FinancialHealth #EliSalls #ClearIntelligence #DentalPodcast #PracticeManagement #RevenueBoost #DentistrySuccess #PatientCare #ROI
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