Doctors, join us with guest Jeannette Delgado, Founder of J D Advisory, LLC, for this very important bookkeeping discussion on the podcast PHYSICIAN WEALTH MEDS - It's wealth medicine for doctors!
Important points:
1. What accurate bookkeeping means to your bottom line.
2. The need for a bookkeeper who understands your medical practice
3. What are you missing as a result of inaccurate entries?
4. How much is inaccurate bookkeeping costing you and your practice each year?
5. Outsourcing is in!

A bookkeeper who understands your practice and your industry will help you address many issues that doctors face:
1. Time Constraints
2. Complex Revenue Streams
3. Expense Categorization
4. Accounts Receivables
5. Regulatory Compliance
6. Tax Complexity
7. Technology Integration
8. Scalability & Growth
9. Lack of Financial Expertise
10. High Volume of Transactions

Jannette Delgado click to book a complimentary assessment:


•Jeannette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Doctors, join us with special guest, John Profitlich, Director and Regional Business Development of the East Region of the US - Institutional Banking, with Bancorp, as we discuss topic of Securities-Based Lending....which in essence, obtaining a line of credit off your investment account(s).

The can be a great source of funds for a quick financial bridge. If you need access to a line of credit and don't have the time or the patience in obtaining a long drawn out document process with banks, you could consider a Securities-Based Line of Credit using your investment portfolio as collateral without selling your investments to create the cash and taking on unnecessary capital gains or losses.

Is it margin? No.
Does it have a quick turnaround? Yes.
Can you use it for almost anything? Yes.

Multiple Uses:
Business expansion, equipment purchases, cash flow bridge, business acquisition, payroll, etc...

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Listen to this episode as we have found over the years that doctors who invest need to look for these three things.....
1. More Accessibility - NOT less
2. More Customization - NOT less
3. More Strategic Thinking - NOT less

Dr. Tony Calandro, founder of the PI Doctors Elite Community, interviews Kevin Sullivan, Wealth Advisor, Accredited Investment Fiduciary, and Host of the Physician Wealth Meds Podcast - A Wealth Podcast for Doctors.

Subscribe, like and share our podcast -
Our goal is to help doctors create and maintain wealth inside and outside of their practices that will last for generations!

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.