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Practice Management

Strategizing patients by determining which patients and what volume of patients will require the most resources is essential to positioning your practice for a successful future. Any business model would identify the needs of a population before defining what services should be brought to a given area, and medical practices should follow suit. Read More ›



It is no surprise that physicians are at a disadvantage when it comes to personal financial management. Although physicians receive the best medical training in the world, they are not provided with the knowledge necessary to deal with the business realities of practicing medicine or their financial well-being. Read More ›





Physicians seem to have a natural affinity for complexity. That’s a good thing for patients with difficult diagnoses, but it’s a prescription for disaster when it comes to investing. Owning a myriad of securities spread across a dozen or more financial accounts usually means more taxes, more transaction costs, less clarity, and more time spent on investing. Read More ›


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