Business Files
Questions to Ask When Hiring a Financial Advisor
By: Todd Doobrow, CFP As we head into summer, we are finding many dentists “finally” prioritizing the…
Patient Acquisition Mindset: Common Issues
By: Abe Kasbo The term “Patient Acquisition” doesn’t resonate well with patients; it’s not what they seek…
Creating Well-Defined Specific Goals for Your Future
By: Todd Doobrow, CFP When we ask clients what they want for their futures, very few have…
Navigating Tax Season for Dental Owners & Associates
By: Todd Doobrow, CFP Tax season can be a stressful time for both dental owners and associates….
Importance of Financial Planning for Dentists: 3 Mistakes to Avoid
By: Todd Doobrow, CFP As dental professionals, you dedicate your lives to ensuring the oral health and…
Are You a “dentist” or a “Dentist”?
By: Todd Doobrow, CFP When patients come to your office, they know who they think you are….
Invest For the Future – or FOMO?
Treating your savings as another “must pay” bill is more likely to set you up for long-term…