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Episode ResourcesConnect with Paul Sponciahttps://www.linkedin.com/in/paulsponciahttps://www.facebook.com/paulsponciaConnect with Gavin Bakerhttps://www.linkedin.com/in/gavinbakerhttps://bakerlabs.co/
Episode ResourcesConnect with Paul Sponciahttps://www.linkedin.com/in/paulsponciahttps://www.facebook.com/paulsponciaConnect with Gavin Bakerhttps://www.linkedin.com/in/gavinbakerhttps://bakerlabs.co/
Do you like Websites? Today, a website is something that you need to have. My guest Gavin Baker from Baker Labs goes through everything that went into designing my website https://www.doctorsunbound.com. We talk about logos, fonts, about pages, design, layout, and so much more. Baker Labs’ goal is to always prioritize the client and Gavin goes through their extensive process in making sure their clients love their website. You can reach out to Baker Labs at https://www.bakerlabs.co/doctorsunbound Lawrence B. Keller, CFP, has been in the insurance and financial services industry since 1990. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely.While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last. Find Larry at https://www.doctorpodcastnetwork.com/larrykeller
Dr. Corinne Devin is an orthodontist, Naval Officer, Beauty Pageant winner, keynote speaker, and a STEM advocate for middle school girls. This renaissance woman talks about how growing up in a military family and entering the pageantry world taught her some valuable lessons. These gave her an advantage in dealing with her Naval career and becoming a keynote speaker. She gives some sound advice on how to be your most productive self and how to keep the right mindset to accomplish your goals. No more feeling alone in your work because the Doctor Me First Podcast is a community of truth speakers, life savers and fierce females who want to support one another. Dr. Errin Weisman is passionate about creating sustainable careers for women and fundamentally changing the toxic culture of healthcare one woman at a time. Check out her podcast Doctor Me First at https://www.doctormefirst.com Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
Dr. Chrystene Nguyen takes the complicated out of dating for healthcare professionals with White Coat Romance. What started out as a Facebook community has now grown into a dating app for healthcare professionals. Dr. Nguyen knows it can be hard to find someone who not only has the same passions as you, but also understands the unique challenges of your profession. She shares how White Coat Romance started and gives advice on what it takes to turn your idea into reality. Lawrence B. Keller, CFP, has been in the insurance and financial services industry since 1990. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely.While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last. Find Larry at https://www.doctorpodcastnetwork.com/larrykeller Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
Dr. Teresa Irwin and Dr. Rick Laue are a dual physician couple building generational wealth and leaving a legacy though real estate investing. Though there were many mistakes and lessons learned along their journey, these two physicians have built quite the portfolio and are now practicing medicine on their own terms. Hear about how real estate investing changed the way this couple looks at things now. Michael L. Relvas is a CFP professional and insurance agent committed to helping physicians nationwide with their term life and disability insurance needs. You can find Michael at https://www.doctorpodcastnetwork.com/mrinsurance or contact him at 800-817-4522. Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
Mark Ayzenberg, MD turned a cathartic hobby into a profitable side-gig. If you asked Dr. Ayzenberg ten years ago if he would be successful at visual art he would have laughed at you. Today he is a successful photographer and Orthopedic surgeon, both of which bring enjoyment and fulfillment into his life for completely different reasons. He encourages all physicians to pursue side-gigs that they enjoy doing whether it’s productive as income or just catharsis. Hear his journey on how he started his own photography business https://www.phillyphotoart.com Michael L. Relvas is a CFP professional and insurance agent committed to helping physicians nationwide with their term life and disability insurance needs. You can find Michael at https://www.doctorpodcastnetwork.com/mrinsurance or contact him at 800-817-4522. Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
About ⅔ of graduating residents enter an employed model of practice after they finish residency. Many of them become disgruntled in a corporate system and desire to enter independent private practice. The problem is none of us are formally trained on what the business of medicine entails. In this episode, Dr. Umar Burney shares his story on how he solved these problems in his own practice and is now helping physicians nationwide do the same with his business Complete Operations Management Solutions. Contract Diagnostics is a firm 100% dedicated to physician contract reviews. They provide a service that all physician families will need at least one time in their careers – most likely a few additional times as well. All packages are flat priced so you know what you will pay upfront – residents and fellows can even make interest-free payments over time. Look them up at https://www.doctorpodcastnetwork.com/contractdiagnostics or call 888-574-5526. Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
Dr. Marlene Wust-Smith practices medicine her way. She has reinvented herself and started her own digital magazine, Physician Outlook, amidst the pandemic. Dr. Wust-Smith is not afraid to share her thoughts on what is wrong with medicine today. She believes in bringing the human back to medicine and doing right for the patient. Hear her journey on how she got to where she is today in this episode. Lawrence B. Keller, CFP, has been in the insurance and financial services industry since 1990. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last. Find Larry at https://www.doctorpodcastnetwork.com/larrykeller Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https://www.bakerlabs.co/doctorsunbound
I’ll be sitting in the hot seat today as Ryan Inman, host of the podcast Financial Residency interviews me about a behind-the-scenes look into short-term rentals. Investing in short-term rentals is not just real estate, it’s a business on top of it. It’s a lot of work upfront, but it’s eventually a business you can run from your smartphone. If you’re interested in increasing your cash flow with short-term rentals then this episode is for you. Are you tired of dealing with headaches like finding and retaining quality billing staff, high turnover, and limited resources? MedEvolve can help you leverage data and AI solutions that bring answers to the forefront and take the guesswork out of revenue cycle management. Let them show you how. To have this great company help you work smarter, reduce your cost to collect and get paid on time. Find them at https:/www.doctorpodcastnetwork.com/medevolve Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https:/www.bakerlabs.co/doctorsunbound
In just one year Texas has experienced two once-in-a-lifetime events. By this point, we all know about the first, COVID. However, Texans (and much of the central US) have also undergone what’s been called SNOVID ‘21! The extreme temperatures and unexpected weather events provided me some valuable insights into managing my real estate portfolio, as well as a number of lessons for those just building out their real estate investments. As a company founded by a doctor, for doctors, Resolve’s focus is on the wellbeing of those whose purpose in life is to care for the wellbeing of others. To have this incredible company review your employment contract, find them at https:/www.doctorpodcastnetwork.com/resolve. Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https:/ww.bakerlabs.co/doctorsunbound
Dr. Amir Baluch joins me in this episode to talk about the crazy financial world we have been living in as of late. He thoroughly explains the GameStop short squeeze and its implications on Wall Street. We also dive into the biotech sector and why it could be the place to invest, especially if you have a medical background. Want to learn about what Dr. Baluch is doing and about his upcoming virtual summit? Connect with him on Linkedin or send him an email. Michael L. Relvas, is a CFP professional and insurance agent committed to helping physicians nationwide with their term life and disability insurance needs. You can find Michael at doctorpodcastnetwork.com/mrinsurance or contact him at 800-817-4522. Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
It’s six weeks into the new year and I am going to take a step back and assess how things are going. 2021 so far has been about how health and family are so important to my daily life and who I am. In this episode, I will share 2 quotes, 2 books, and 2 new habits that I would like to create for myself. I want to share a great opportunity brought to you by The Physician Philosopher. This 12-week coaching program includes weekly group coaching and one-on-one coaching sessions, plus a course library full of self-coaching tools. It’s one of the only programs with Doctors coaching Doctors. For more information, go to http://www.doctorpodcastnetwork.com/alpha Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at http://www.bakerlabs.co/doctorsunbound
Dr. Nneka Unachukwu (Una) is a board-certified pediatrician and serial entrepreneur. She joins me in this episode to talk about the successful habits that can have you reaping the rewards that come with running your own business. She believes in physician entrepreneurship and encourages doctors to become CEOs. Contract Diagnostics is a firm 100% dedicated to physician contract reviews. They provide a service that all physician families will need at least one time in their careers – most likely a few additional times as well. All packages are flat priced so you know what you will pay upfront – residents and fellows can even make interest free payments over time. Look them up at http://www.doctorpodcastnetwork.com/contractdiagnostics or call 888-574-5526 Maybe need support for your website? Get ahold of Baker Labs at http://www.bakerlabs.co/doctorsunbound
Dr. Brent Lacey, host of The Scope of Practice podcast, joins me to talk about the transition from military medicine to private practice. We weigh the benefits of a potential higher salary from a private practice vs the benefit of staying in the military for 20 years when the significant retirement benefits kick in. He made the move during the pandemic and through his trials, he came out with a fresh outlook for the new year. Proud members of The Doctor Podcast Network. Phil Boucher is a pediatrician, podcast host, and father of 5 who's heard from so many physicians like you who are ready to step out of the day-to-day grind, the never-ending charts, meetings & messages and reclaim your time to focus on what only you can do. He's put together a 6-week course called "On Time MD" for physicians who need more time. Go to doctorpodcastnetwork.com/ontimemd to get started today. Maybe need support for your website? Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
Dr. Eric Larson, The Paradox Podcast host, and I get together in this episode to discuss the trials and tribulations we experienced in 2020. We all learned some valuable lessons about our culture, ourselves, and each other in this crazy year. Dr. Larson and I compare notes of our own experiences and talk about what our hopes are moving forward from this. Proud members of The Doctor Podcast Network. Many practices these days are outsourcing all, or part, of their billing process to help relieve the burden on internal staff, free up resources and reduce overhead costs. Ready to work smarter, reduce your costs and get paid on time with MedEvolve? Find them at www.doctorpodcastnetwork.com/medevolve. Maybe need support for your website? Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
Join me in this episode to hear from Doctors Tim and May Hindmarsh as they tell us about their journey from marriage directly after medical school through the trials they have faced this year. Despite dealing with COVID and being evacuated from their home due to wildfires, these two successfully launched their own podcast BS Free MD! For them, it’s all about connecting with people and bringing the human element to medicine. Proud members of Doctor Podcast Network As a company founded by a doctor, for doctors, Resolve’s focus is on the wellbeing of those whose purpose in life is to care for the wellbeing of others. To have this incredible company review your employment contract, find them at doctorpodcastnetwork.com/resolve. Maybe need support for your website? Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
Dr. Leif Dahleen, known as Physician on FIRE, has achieved what most dream of – a life of financial independence and retiring early. Before COVID hit he would travel the world most of the year with his wife and two boys, soaking up different cultures and adventures. Listen to today’s episode to learn more about what life is like after early retirement for Physician on FIRE! For more shows on doctors doing incredible things outside of medicine, go to www.doctorsunbound.com For more on today's guest, go to Physician on Fire Need a partner for your finances? Reach out to Ryan, Kayse, and John at Physician Wealth Services @ www.doctorpodcastnetwork.com/physicianwealth Maybe need support for your website? Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
Dr. Phil Boucher talks about tips and tricks for time management to help people, specifically physicians, work smarter instead of harder to get things done efficiently and add hours back toward the things and people that matter. For more shows on doctors doing incredible things outside of medicine, go to www.doctorsunbound.com For more on today's guest, go to OnTime.MD Need a partner for your finances? Reach out to Ryan, Kayse, and John at Physician Wealth Services www.doctorpodcastnetwork.com/physicianwealth Maybe need support for your website? Get ahold of Baker Labs at www.bakerlabs.co/doctorsunbound
In episode 247 of Financially Simple, Justin talks to Gavin Baker of Baker Labs, about best marketing practices while business takes a downturn during the COVID-19 pandemic. As the COVID-19 crisis takes its toll on small businesses, it’s important to keep positive and maintain a presence in your sphere of business. Justin and Gavin look at scaling back on your marketing budget, while keeping engagement with present clients and making connections to potential new clients for when the pandemic is over. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________ TIME INDEX: 01:26 - Ask Justin featuring Gavin Baker: Small Business Marketing During the COVID-19 Pandemic 03:35 - Should You Stop Marketing 04:32 - Maintaining Momentum 07:21 - The Bare Minimum 10:27 - Jump-Starting a Stalled Marketing Plan 14:32 - Targeting Top Clients 20:18 - Case Example 25:28 - Communication Coaching Tips 29:55 - Marketing Tips & Tricks Going Forward 33:54 - Summary 35:36 - One Piece of Advice 38:28 - Wrap Up _________________ RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit Baker Labs Gavin Baker Shoe Dog, by Phil Knight on Audible and Amazon _________________ BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.
There are so many online marketing options available when it comes to connecting and staying in contact with your new and existing clients, customers and patients, and my guest Gavin Baker from Baker Labs, out of Knoxville Tennessee believes you've got to go with your strengths and keep your marketing strategy simple. Gavin Baker has worked with a lot of different businesses, but after evaluating his client base, he could see a strong trend towards healthcare, which is where he decided to stay. Doubling Down When you notice an area of your business that is growing faster than the rest and is making good money you need to focus your energy and consider doubling or even tripling down. This is how Baker Labs moved into working with Healthcare clients. Biggest Social Media Changes Over Past Seven Years Facebook has become even more powerful than expected, and it now owns many other platforms that used to be competitors. Google has tried and failed multiple times at building a social media platform, but as a search engine, it rules. Linkedin has become far more powerful as a business platform. The Big Four: Facebook, Instagram, Twitter & LinkedIn In all honesty, you can only do two platforms well. You can try to do more, but it's not recommended. You should have a primary and secondary platform. Facebook is always going to be the number one primary platform. Therefore your secondary platform should be picked based on your personality. Instagram Versus Twitter If you like taking photos and your business is very visual then Instagram is going to be a perfect platform, however, if you are struggling what you should take a picture of, then it may not be the best platform. If you're witty and be willing to engage consistently throughout the day, Twitter is a great platform. LinkedIn is rarely used as a secondary social media platform because it involves developing a strategy first. Tips For Instagram Use hashtags. Hashtags help you be discovered and found. Find other photos in the hashtags categories you're using start to comment and engage with the owners of the page. This will help you get noticed. But remember, if your business only services within a 30-kilometre radius from your primary location, does having engagement with another company a thousand miles away be of benefit? Which Are You More Likely To Do? You need to operate where you do your best work. Assuming Instagram and Twitter are equal: Which platform are you more likely to do? Which platform comes more easily? Most people fail at marketing because they get stuck trying to do things they're no good at and they only do it because everyone else is doing it. If you have to take a picture, but don't know what to take a picture of this wastes time and results in poor image selection, which reflects on your business. The Power of Email Newsletters With email newsletters, you can connect with a lot of people quickly, and can be turned into sales and money, especially on e-commerce websites. People love to hate email and they will constantly complain about how much they receive, but it doesn't mean they will unsubscribe, so you have to keep sending it because you never know when your message will be heard. Before You Start An Email Newsletter Map out why people usually contact you. Answer those questions. Think about what may interest your clients. What have you read that you can tell your clients? Think about the overall content If you want your email newsletters to stand out, you've got to have a Good Subject Line. You want clients to see the email and think, I want to open this right now. Link Back To Your Website If you're going to go to the effort of writing an email newsletter and be on social media, you want to get clients going back to your website, not someone else's. So if you read an interesting article or report, don't post it on social media or put it in your email newsletter and link it to their website, instead, write your blog quoting what you have read and the source, and link it to your site. Brilliant Idea. Email Newsletter Automation Newsletters can be sent monthly unless you have a lot to say then weekly is a good idea. Another email newsletter option is to set up an automation process. It can be set up as a workflow or drip email after someone has requested a free report or download from your website. Or, you can use an automated email to push out a weekly review of updated content from your website. I do this with my podcasts and blog post using Campaign Monitor, but Mail Chimp and other platforms have similar features. There's Something More Important Than The Open Rates The key is to get your information out because you do not know who is going to read it and when. It doesn't matter if a client opens the email or not, just by them seeing your business name in the subject line every month means it is not a waste of time. If they take no action and don't unsubscribe, it means they're not sick of seeing it, so keep on sending it and do not delete them from your email list. It's a cheap way of staying in touch. Purple Cow If everyone is doing digital for all their communication, then maybe snail mail is a marketing option and will make you'd stand out. This is what Seth Godin was talking about in his book Purple Cow. Yes, postage is far more expensive but when was the last time you got a hardcopy newsletter or handwritten card. We don't get as much mail now, so people do look at it. It's essential to test the waters and keep trying new things. Never rule out an idea. Monday Morning Tip Look in your inbox and find three emails newsletter you like to read and work out why you want to read them. Then produce a newsletter that is like the ones you enjoy and you think your clients will also enjoy. "I want a newsletter like this because it makes me feel like that". If you have any questions about this podcast episode, please contact me at tf@tysonfranklin.com, or you can connect with Gavin Baker at gavin@bakerlabs.co Also, you can visit the Bakers Lab website. If you're a podiatrist, or a person open to new ideas and like to think outside the box, check out the Podiatry Legends Podcast. FREE DOWNLOAD: First 16 Pages of My Book – It’s No Secret There’s Money in Small Business. If you're a Podiatrist you may prefer to order my first book; It's No Secret There's Money In Podiatry. 12 Secrets to Get More People Through Your Front Door If you like this episode you will enjoy: Episode 153: Aligning Your Social Media To Your Business with Matt Hanham
Dr J's Path to Success Podcast: Chiropractic, healthcare, business and life advice
In this episode, I had the pleasure of emailing Gavin Baker. Gavin is the Principal at Baker Labs. Baker labs is a digital marketing company that specializes in healthcare marketing. They have specific tips, advice, and strategies on how to use digital marketing to grow your practice! Gavin gives some great real world tips as we chat about marketing your practice in 2019 and beyond.
Gavin Baker, CEO of Baker Labs, shares some of the most common mistakes he sees that medical practices make regarding their marketing, social media and website design. This issue (27:52): What is the most common marketing mistakes practices make What do patients care about when they search online? What are some website homepage do's and dont's? If a practice was only going to do one thing to marketing, what should they do?
Most doctors I know aren’t aware of the several healthcare marketing strategies they could be pursuing to help elevate their digital presence, elicit new patients, and develop their unique story. Most doctors I know aren’t aware of the several healthcare marketing strategies they could be pursuing to help elevate their digital presence, elicit new patients, and develop their unique story. This is why Gavin Baker with Baker Labs joined us to discuss these 5 crucial healthcare marketing strategies.
First Healthcare Compliance hosts Gavin Baker, President of Baker Labs, a digital healthcare marketing firm, for an interactive discussion on “How to Handle Negative Patient Reviews.” This webinar will cover the importance of reviews to today's modern doctor and patient, and what to do about a negative review. Educational Objectives: 1. What you should do The post How to Handle Negative Patient Reviews appeared first on First Healthcare Compliance.
Catherine Short talks with Gavin Baker, President of Baker Labs about “How Medical Marketing Has Changed and How to Succeed in 2019.” We'll discuss the last decade in healthcare marketing, we'll cover how it has changed significantly, and what you need to be doing now to be successful in the future. We will also discuss The post How Medical Marketing Has Changed and How to Succeed in 2019 appeared first on First Healthcare Compliance.
Breaking Down Your Business | Small Business | Business Owners | Entrepreneurship | Leadership
What’s In This Episode: Do you ever think to yourself, "I really wish I could talk to Jill or Brad for an hour about MY business?" Now you can! Sometimes you just need a little help, or you have a question to ask that’s been bugging you. You suspect that it’s not really a whole consulting engagement — you just need an hour to talk something overwith someone who understands and can provide perspective. Book an hour with Brad at http://www.anchoradvisors.com/one-hour "Having some real face-to-face time helps build the relationship." - Brad Gavin Baker of Baker Labs calls in. Baker Labs does online marketing for those in the healthcare space. His problem is that his team is remote, and he's trying to figure out a way to bring them together in a way that's more meaningful and has better communication. They use tools like Slack and Zoom to communicate. Brad says maybe they should have a daily check-in on Slack. Or on Zoom, build in some chit-chat to the agenda. Jill suggests leaving Zoom open for a bit to have more of a real-time feel (or using Daily, like she does!) and there's no agenda. You can do the same type of things that they do in an office, like cake for someone's birthday, Brad says - just do it on screen. Or just get together once a year in a physical space, he says. If you think you can't afford it, try to plan it around an event that some of the team members are already going to, says Jill. "You have to do what's best for your business." - Brad Listener Rebecca writes in, "What loyalty do I owe to my suppliers?" Brad suggests that Rebecca goes back to her supplier and tells them that she's more impressed with the other supplier she's found. She's not necessarily doing it for negotiation with her current supplier, and it will be easier if she sticks to facts. Jill and Brad once again delve into the murky area concerning loyalty. Want these show notes sent to your email? Get them every week by signing up for our mailing list here. How do you handle supplier loyalty?
The world of marketing can be a confusing and complicated space. Online digital marketing can be even more so. Justin and Gavin Baker of Baker Labs cover the various types of digital marketing strategies small businesses can utilize to improve their prospects. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! ARTICLE TRANSCRIPT: BLOG: Online Marketing 101 - Attract People to Your Small Business Digitally TIME INDEX: 00:31 - Gavin Baker - Digital Marketing for Small Businesses 03:58 - What is Online Marketing? 09:20 - Search Engine Optimization 14:09 - Paid Advertising 17:49 - Content Creation 19:21 - How to Get into Digital Marketing, and How Much it Costs 23:42 - Business Plan + Marketing Plan Integration 27:33 - The One Question Business Owners Should be Asking 31:22 - Wrapping Up USEFUL LINKS: Financially Simple Financially Simple on YouTube Financially Simple on Facebook Financially Simple on Twitter Baker Labs Free Evaluation ________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers. Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy. Neither performance nor client experience, however, were considered. No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.