NET WORTHWHILE™ by SignatureFD

Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Many conversations seem to be about inflation lately. As such, we believe it's important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD's Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3iCNNUk  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you're making the right decision, we believe it's important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today's market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren't very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance.  You can find show notes and more at: http://bit.ly/3XLKk5M  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

What can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice.  You can find show notes and more at: http://bit.ly/3g819H0  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn't seem to be slowing down. Whether you're a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it's important to understand how your real estate is valued. You can find show notes and more at: https://bit.ly/3EQCCjy  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.  

Many veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring empowerment and control. In this episode, Jordan Kay and Bert Hockenberry from Provide financial services join the show to discuss why many people are choosing to become owners and the steps they take to do so - even as younger veterinarians. Listen in as Bert and Jordan discuss how practice ownership can help pay off student debts quicker and may lead to long-term wealth. You'll learn the importance of avoiding credit card debt if you're thinking about ownership, why you might not have to be concerned about your clientele if you open up a practice, and why you may want to consider owning a practice as soon as possible. You can find show notes and more at: https://bit.ly/3Doro5h    

Veterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can we find the perfect middle ground between profitability, sustainability, and work-life balance? In this second half of our two-part episode, Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets, answer this key question and more. You can find show notes and more at: https://bit.ly/3eea48f 

The business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they're teaching students. So, how has the business of veterinary medicine developed, and what does this mean for the future of veterinary care? Joining us to discuss these topics and more are Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets. You can find show notes and more at: https://bit.ly/3RtqSqu 

Welcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what you can expect in the coming episodes, and what sets veterinarians apart in terms of financial needs. You can find show notes and more at: https://bit.ly/3Kyixzv 

Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is also a recognized leader in real estate development efforts creating high-quality public and private legacy projects. Today, Lisa joins the show to share her journey and the challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3nWVc14 

Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as a senior legal executive, providing strategic counsel, risk management, and policy advice to senior business leaders of Fortune 100 and 500 companies. Today she joins the show to discuss her journey to becoming involved in two of the biggest companies in the USA and the unique challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/38bvyg3 

Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a senior executive at T. Dallas Smith & Company LLC, the largest African American-owned commercial real estate brokerage firm in the country focused exclusively on tenant and buyer representation. In this episode, Audra joins the show to discuss how she found success whilst being a black woman over 40 starting in a new career - what some may call a triple threat. You can find show notes and more information by clicking here: https://bit.ly/3xQUUL3 

A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned with in her field. Today, she serves as CEO of Lenny and Larry's, and she joins the show to discuss her incredible journey to the powerful position she is in now, including all the trials and tribulations she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3him0Fl 

Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how to utilize that to work your way up in your career—and your life. As a very successful woman in business, Kathy believes wholeheartedly in building relationships with your clients, as well as your team, and describes how you can focus on creating stronger bonds with those in your life. You can find show notes and more information by clicking here: https://bit.ly/3pwuT0x 

We're so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She finally retired in 2018 and now serves on the board of Qualfon Corporation and is the Board Chair of Gartner, a leading resource for HR leaders across the globe. Also joining us today is Dan Dubay, who's worked with Ceree for over a decade.  You can find show notes and more information by clicking here: https://bit.ly/2RtRayZ 

Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories of the people who empowered these strong women along the way and how they continue to lay the foundations for the generation to come. You can find show notes and more information by clicking here: https://bit.ly/32sIj2H 

After seeing how the rest of the world was affected by COVID, Michael Lennox quickly realized the damage this pandemic was going to do to the thousands of people working in hospitality. This is when he founded ATL Family Meals, Inc, a nonprofit with a mission to feed and support hospitality workers and their families experiencing hunger or joblessness. In this episode, Michael and Elizabeth Burdette join the show to share why it is important to think outside the box when finding ways to contribute to your community. You can find show notes and more information by clicking here: https://bit.ly/3mCz745 

As we enter the holiday season, what better time than the present to talk about a generosity and giving strategy for your business? Today we have special guest Ann Cramer and returning guest Elizabeth Burdette joining the show to share the initial steps you can take to strategic giving in your company, including identifying your values and having reflective conversations with those around you. You can find show notes and more information by clicking here: https://bit.ly/33GPwxL 

After trying her hand in the entertainment side of PR, Dwayna Haley quickly realized she did not want to remain on that side of the industry. Now the Senior Vice President of Porter Novelli, where she focuses on brand innovation, increasing consumer engagement, and impact, Dwayna joins us today to share how she navigated the packages she was offered from the beginning of her career up until now, ensuring she was paid a fair wage from the start. You can find show notes and more information by clicking here: https://bit.ly/2ZHWLTH 

Do you sometimes feel that you’re meant for more? Are you frustrated with your perceived lack of progress? Kim Ades, President and Founder of Frame of Mind Coaching and JournalEngine Software, works with leaders who have big goals but find themselves frustrated with where they are, and she joins the show to discuss how to improve your mental state today so you can get to where you want to be tomorrow. You can find show notes and more information by clicking here: https://bit.ly/38Ve6fm

Kathleen Black is an author, speaker, and consultant at Kathleen Black Coaching & Consulting. As one of Canada’s leading real estate coaches, she provides agents across North America and their teams with her proven successful techniques. Today she joins the show to discuss how to grow your business with your quality of life in mind in order to stop sales from consuming your every move. You can find show notes and more information by clicking here: https://bit.ly/2TpQ30G 

Putting out content that is impossible to misunderstand is part of what sets The Draw Shop apart from the crowd. Summer Mulder, founder and CEO of The Draw Shop, jumps on this episode to share her expertise in helping businesses to create and deliver unique, meaningful and effective content. As online platforms shift and change, it is important to find a consistent way to educate and provide value to your customers and potential customers – listen in to learn more on how to do just this! You can find show notes and more information by clicking here: https://bit.ly/2vjkNYW

After starting out as a bank manager, Eric Rosenberg realized he had a passion for writing about money. Now the founder of PersonalProfitabilty.com, Eric spends his time teaching his clients how to practice mindfulness with their personal finances. He joins the show today to share the importance of structuring your finances correctly so that you are prepared to support yourself throughout your entire life. You can find show notes and more information by clicking here: https://bit.ly/3d6GVal 

Creating a legacy is usually tied in with a person’s search for meaning. So how do we get people to open up about their personal stories to help them discover and start paving the way for who they want to be? Today Denice Gierach from The Gierach Law Firm joins the show to describe why she has made it her life’s work to help people create long-lasting legacies. You can find show notes and more information by clicking here: https://bit.ly/31WaC8F 

During a time when there are countless options online, it can be hard to stand out as a local or independent business. So what can you do to get noticed? Today Patti Mara, author of UpSolutions, joins the show to share how she has helped hundreds of entrepreneurs see through their customers' eyes and ultimately increase their businesses' growth and profit. You can find show notes and more information by clicking here: http://bit.ly/39nEwVZ 

International education plays a crucial role in diplomacy, as well as wealth building. Dr. Nasrine Shah-Abushakra joins me on this episode to share her passion for international education and why it is so important to the world as a whole. Her insight and experience working in the Fulbright Program, along with her time in the international academic scene, really gives us a great view of what is possible and what needs to be done on a larger scale when it comes to investing in the future of our families and the future of the world. You can find show notes and more information by clicking here: https://bit.ly/2OiZT2D

Plenty of sources will give you important questions to ask your financial advisor. Most of them suggest asking things like: How many years have you been in business? What's your investment philosophy? How do you get paid? And those are important questions—but they aren't the most important questions. You can find show notes and more information by clicking here: https://bit.ly/2QHs4d3 

Within SignatureFD, there are specific sections that work on helping clients in a targeted and more meaningful way. One of those is SignatureGenerosity, or SigGen. Elizabeth Burdette, Director of Engagement for SigGen, shares how this area of the firm works and how it helps advisors and clients with making plans to be generous and give back to the community. You can find show notes and more information by clicking here: https://bit.ly/328CO7A

When athletes join their field, they need to know how to plan for the long run. Rob Vaka, Director of Player Engagement for SignaturePro, joins me today on the show to share his passion for and expertise on helping top athletes make a meaningful and successful transition when they are done playing. You can find show notes and more information by clicking here: https://bit.ly/2kDcHoV

What truly matters to you at the end of the day? Knowing your purpose gives you the ability to design a life that is more fulfilling and profitable, so today SignatureFD's COO & Chief Compliance Officer, Heather Fortner, explains how your mindset has a big impact on how you deal with money. Listen in as Heather and Crystal discuss the importance of being aware of your beliefs about money, as well as the factors that influence those beliefs. You'll learn the role of your net worth and why it shouldn’t be what decides your self-worth. You can find show notes and more information by clicking here: https://bit.ly/32wqcI8

Finding your Net Worthwhile means finding out what creates a good life for you, without the judgment or opinions based on what others do. In this first episode of the Net Worthwhile podcast, Crystal Cooper sits down with SignatureFD co-founder Jeff Peller to give you a glimpse of what the firm focuses on and how they help people design the life they want. You can find show notes and more information by clicking here: https://bit.ly/31hPEjI