Free Monthly CE Webinar
What Separates Multi-Million Dollar Practices From the Rest?
The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn the common threads that turn everyday practices into multi-million dollar success stories.
this webinar will help you:
- See how other dentists overcome the same challenges you’re facing right now
- Define a vision for yourself and your practice
- Use tools to identify where your attention should be focused
- Turn your practice into a systemized, profit-making machine
Who Should Attend?
- Practice owners, associates, and students
- Jake Elm, CFP®, Advisor at Dentist Advisors
- Tiffanie Trader, Dental Consultant with The Dental A Team
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
JAKE ELM, CFP®
As a Financial Advisor at Dentist Advisors, Jake has developed deep expertise in helping dentists create comprehensive financial plans designed to make work optional and to live well in the present.
As a twenty year veteran in the dental field Tiffanie brings her passion and expertise to practices across the nation as a dental practice consultant, helping them grow and achieve maximum success.
Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).
Dentist Money™ Membership
$79 / mo
A suite of resources to help you organize your financial life and get professional advice whenever you need it.
- Elements® planning app
- CFP® advisor coaching
- Investing (0.5% AUM fee with no minimums)
- Clients-only CE trainings, webinars, approved partner list, and more…
BOOK 15-MIN DEMO
Private Wealth Management
A full service, personalized planning and portfolio management experience for dentists and specialists.
- Dedicated CFP® advisor (unlimited access)
- Custom, tax efficient portfolio management
- Retirement plan optimization
- Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…
BOOK FREE CONSULTATION