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

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.

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

Discover "The Silent Killer of Your Practice Profits" and take back control of your financial destiny! In this episode of the Financial Beast Podcast, Eric Miller, co-owner and chief financial advisor at Econologics Financial Advisors, dives into the #1 overlooked expense draining your practice profits: lost income due to weak marketing systems. Joined by Neil Trickett, CEO of Practice Promotions and a seasoned marketing expert for physical therapy practices, you’ll learn actionable strategies to expand your business, maximize the value of your practice, and attract more patients.

Are you ready to stop leaving money on the table? This episode breaks down the steps top-performing practices use to boost revenue, build personal wealth, and achieve financial freedom. From optimizing your website conversions to leveraging marketing tools like AI and social media, this is your blueprint for turning your practice into a powerful investment. Plus, hear expert tips on streamlining operations, identifying hidden profit opportunities, and future-proofing your business.

Start your journey to becoming a Financial Beast today! Don’t let the silent killer of profits stay unnoticed in your practice. Watch now and take control!

#emailmarketing #socialmediamarketing #revenuecyclemanagement #leadgeneration #practicemanagementsoftware

#emailmarketing #leadgeneration #3waystoincreasepracticeprofitswithoutseeingmorepatients #socialmediamarketing #digitalmarketing

CHAPTERS:

00:00 - Intro

01:01 - Welcome Neil Trickett, Practice Promotions

04:33 - Quantifying Lost Income in PT

10:38 - Issues in PT Marketing Today

11:46 - Impatience with Marketing in PT

13:35 - Effective PT Marketing Strategies

20:20 - Marketing to Existing Patients

21:43 - Recruiting Marketing Strategies

27:10 - Analyzing Marketing Stats Frequency

32:53 - Where to Find the Book

33:53 - Current Projects at Practice Promotions

35:24 - 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/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.

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

Think your retirement plan is set? Think again. In "Recalculate Retirement: Are You Really Prepared?", we show you how to take back CONTROL of your financial future and avoid the common pitfalls that leave retirees unprepared. Discover why recalculating your retirement number yearly is critical, learn about the hidden expenses that catch so many off guard, and find out how to build personal wealth through diversified income streams. This episode is packed with actionable insights to help you achieve true financial freedom.

At Econologics Financial Advisors, we specialize in helping healthcare practice owners and associates maximize the value of their businesses, pay themselves first, and create wealth that extends far beyond their practices. With tools like our REMI (Required Monthly Income) and DIMMI (Desired Monthly Income) strategies, you'll gain clarity on what you truly need for a comfortable retirement—and how to reach those goals faster.

Are you ready to stop guessing and start planning? Whether you're a practice owner or associate, this is your opportunity to take control of your financial destiny. Let Econologics help you become a Financial Beast by building a retirement plan that holds up, no matter what.

Econologics Financial Advisors is here to empower you with knowledge and confidence to make informed decisions. Watch now and start your journey toward financial independence today!

#financialsafetynet #unforeseenexpenses #retirementchecklist #financialpreparedness #financialresilience

#maximizingretirementincome #financialpreparedness #retirementreadiness #navigatingretirement #retirementchecklist

CHAPTERS:

00:00 - Intro

01:05 - Welcome Back

02:05 - Retirement Planning Strategies

05:36 - RIMI Explained

09:08 - DIMMI Overview

12:30 - How Much Do You Need to Retire?

17:22 - Additional Retirement Expenses to Consider

22:08 - Importance of Retirement Goals

24:32 - Distribution Planning for Retirement

26:04 - Wrapping Up and Key Takeaways

_________________________________________________________________________________

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.