Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

Book free Consultation

A 6-Step Plan to Optimize PPO Profitability

Navigating the world of Preferred Provider Organizations (PPOs) can be challenging, with constant network changes, reduced profits, and the complexities...
Topics: Getting Organized, Practice Management, Practice Value

Understanding the DNA of High-Performance Practices

What makes high-performing dental practices thrive in today's competitive environment? Join Adrian Valente, Director of Training & Enablement, from Sunbit...
Topics: CE, Practice Value

5 Reasons Why Dentists Have a Love/Hate Relationship with Money

Do you ever feel like you're on an emotional rollercoaster when it comes to finances? Join us for an eye-opening...
Topics: Income, Practice Management, Practice Value, Tracking Progress, Work Life Balance

How to Double Your Practice in 12 Months

Join Shared Practices' President Dr. Alex Sharp to explore how to assess your current practice's performance, ways to grow your...
Topics: Practice Management, Practice Value

4 Common Mistakes Made in Commercial Real Estate

Matt Mulcock, CFP®, and Adam Watts, discuss how to maximize the value of your practice's real estate and how to...
Topics: Practice Value, Real Estate

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...
Topics: Practice Value

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...
Topics: Practice Value

Monthly Financial Elements® Webinar – Practice Term (Pt)

Join Ryan Isaac for a discussion about Practice Term (Pt), one of the key Elements® of an optimized holistic financial...
Topics: Practice Management, Practice Value

Do you know if your practice is profitable?

Do you know how to measure your profitability? What percentage for profitability represents a good return? Are you taking your...
Topics: Practice Value

Where does practice equity fit?

In this video clip, Reese Harper and Ryan Isaac describe how your net worth would build if you put all...
Topics: Practice Value

A 40,000 Foot View of Your Practice – Episode 198

Do you believe “the grass is always greener on the other side?” Not so fast my friend.  On this episode...
Topics: Practice Value

Major Dilemma: Buy a House or Grow a Practice?

By Reese Harper, CFP® , CEO of Dentist Advisors

Our house was once a brand new house. But the green carpet, plumbing nastiness, and nearly 50-year-old floors had become...
Topics: Practice Value, Real Estate
  • 1
  • 2