Podcasts about chief financial advisor

  • 25PODCASTS
  • 28EPISODES
  • 39mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Sep 11, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about chief financial advisor

Latest podcast episodes about chief financial advisor

Viva Learning Podcasts | DentalTalk™
Ep. 600 - Why The Traditional Financial Advisor Is Failing You

Viva Learning Podcasts | DentalTalk™

Play Episode Listen Later Sep 11, 2024 17:00


As a dental practice owner or associate, do you feel you are financially sound? Do you feel comfortable with your finances? If you don't then how can you turn things around. Today we'll be talking with Eric Miller. Eric has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. Thanks to our episode sponsor: GC America - https://www.gc.dental/

Viva Learning Podcasts | DentalTalk™
Ep. 577 - Your Private Practice Is NOT A Job: Why You Should Treat It as a Long-Term Business Investment

Viva Learning Podcasts | DentalTalk™

Play Episode Listen Later Jun 26, 2024 19:00


If you own a dental practice you are an investor in your business. But many of us look at what we do in the office as a job. In this episode we'll dive deeper into this mindset and see why this can effect our career satisfaction and financial success. Our guest is Eric Miller. Eric has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. Thanks to our episode sponsors: SciCan - https://www.scican.com/us/ 3M - https://www.3m.com/clarity-aligners-flex/

Viva Learning Podcasts | DentalTalk™
Ep. 571 - Finding The Right Exit Strategy: Striking A Personal Balance Between Financial & Emotional Readiness

Viva Learning Podcasts | DentalTalk™

Play Episode Listen Later Jun 10, 2024 14:00


You can be at any stage of your career and decide to sell your practice. Things come up. Things change. So what should you be thinking about before you make that huge decision to sell? Our guest, Eric Miller, will try to put things into perspective when it comes to exiting your practice. Eric has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. Thanks to our episode sponsor: VOCO America - https://www.voco.dental/us/

Financial Advisor Success
Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller

Financial Advisor Success

Play Episode Listen Later Nov 14, 2023 93:20


Eric Miller, Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, joins the show today to discuss his innovative approach to financial planning. His unique Financial Prosperity Index, a comprehensive assessment covering 100 questions and 9 different domains, provides clients with a holistic view of their financial health—and helps Eric demonstrate the value of his financial planning services beyond traditional metrics like net worth and investment performance. Listen in as we discuss Eric's niche-focused practice, catering to healthcare professionals, and his successful strategies for acquiring new clients while delivering substantial value. You'll get insights into his client acquisition tactics, his evolving perspective on celebrating achievements, and his advice for young advisors on honing communication skills for a prosperous career in financial advising. For show notes and more visit: https://www.kitces.com/359 

business investing clients progress co owner financial planning eric miller econologics financial advisors chief financial advisor
Legal Listening: The Fox Rothschild LLP Podcast
Jewish Divorce Talk - Episode Four

Legal Listening: The Fox Rothschild LLP Podcast

Play Episode Listen Later May 11, 2023 45:12


Episode Four: Financial Talk Are your financial plans in order, for today and the days to come? This can't-miss episode provides important tips and strategies delivered by Aaron Safier, Chief Financial Advisor at Sapphire Wealth Advisory Group. He joins host Eliana Baer for an episode that shines a spotlight into the complicated role that money plays in all relationships. A financial services professional for almost 20 years, Aaron discusses the importance of creating and adhering to a tailored savings plan for long-term financial success. He also details the role of third-party financial advisers during the divorce process and shares how he helps lay the financial groundwork for clients immediately after a divorce. The episode also covers how professionals are often required to deliver “tough love” to clients and the importance of having routine family financial discussions in communities where money is considered a taboo topic.

jewish divorce chief financial advisor
The Guided Retirement Show
087: Proper Portfolio Construction with Stephen Tuckwood

The Guided Retirement Show

Play Episode Listen Later May 9, 2023 27:32


Two weeks ago on America's Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We're thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at Modern Wealth Management, we'll be doing so with our newest team member, Director of Investments Stephen Tuckwood, at the helm. Stephen, AKA “Tuck,” joined Dean on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chief Financial Advisor can make a major difference in your portfolio. In this podcast interview, you'll learn: The Background of Modern Wealth's Director of Investments, Stephen “Tuck” Tuckwood What Goes into Proper Portfolio Construction? The Relationship Between a CFP® Professional and Chief Financial Advisor The Importance of Taking Your Emotions Out of Investing START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/87 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Entrepreneur Mindset-Reset with Tracy Cherpeski
EP 95: Mastering the Art of Financial Abundance with Eric Miller

Entrepreneur Mindset-Reset with Tracy Cherpeski

Play Episode Listen Later Apr 5, 2023 34:43


Eric Miller joins us in episode 95. He is co-owner of Econologics Financial Advisors, and is the Chief Financial Advisor. Eric takes pride in helping proactive owners become the financial heroes of their own stories and has helped practice owners with money, investing, practice expansion, practice transitions, taxes, asset protection and much more, and he helps them shape their financial attitude toward abundance.  We talked at length about the mindset required for a practice owner to achieve the success they desire - which we are loosely defining as financial and time freedom in our conversation. I love speaking with business owners and service providers like Eric, because it's so clear that he cares deeply about his clients, not only for their financial wellbeing, but for their whole life and business happiness.  We talked about different ways to shift the practice and really the whole business entity, toward a multiple streams of income powerhouse. Eric's approach is to treat the practice as an investment, and as the main source for strong income, and encourages his clients to use their cash flow to invest in building other streams of income.  I know you hear me say this a lot, so I found it refreshing when Eric emphasized that as the practice owner, you're wearing multiple hats of owner, executive and provider. It's important for you to get clear on your vision, mission and culture, in order to achieve the financial and professional goals you've set for yourself. You need to ask yourself who you need to be in order to be successful on your terms. Our conversation focused a lot on leadership, which needs to be a central focus for the practice owner.  Eric's parting wisdom is: Make sure you treat the practice like an investment, not a job. Don't underestimate how much you need in assets and resources. Make sure to acknowledge your worth to the practice, and pay yourself correctly. If you're a practice owner and you'd like to learn how to build on your investment, I highly recommend you get in touch with Eric. His contact information is in the show notes. So, grab a beverage or a snack and settle-in to listen to Eric and his sage wisdom. Remember to save your seat for our upcoming roundtable discussion on burnout.  Join us at our upcoming Roundtable Discussion on Burnout. Eric's Bio: Eric Miller is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US. Find Eric: Website YouTube Facebook LinkedIn Connect With Us: Schedule Strategy Session with Tracy Tracy's LinkedIn Business Page LinkedIn  

The WEInvested Podcast
Econologics Financial Advisors ft Eric Miller

The WEInvested Podcast

Play Episode Listen Later Mar 29, 2023 53:40


Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US. entrepreneur #financialadvisor

co owner financial advisors eric miller econologics financial advisors chief financial advisor
The Capitol Pressroom
Getting to know the governor's chief financial advisor

The Capitol Pressroom

Play Episode Listen Later Feb 22, 2023 23:13


Feb. 22, 2023 - New York State acting Budget Director Sandra Beattie shares how the budget sausage is made and talks about the unique skills and experience she brings to the top job at the Division of Budget. We talk about her role in the budget process, determining the state's capacity to raise revenue and how she plans on celebrating when the final budget deal is struck.

Systems Simplified
The Leading Systems for Financial Success With Eric Miller

Systems Simplified

Play Episode Listen Later Feb 20, 2023 30:33


Eric Miller is the Co-owner and Chief Financial Advisor at Econologics Financial Advisors, which exclusively serves practice owners, including physical therapists, dentists, veterinarians, and chiropractors. In his role, he helps clients discover the barriers that prevent them from attaining financial freedom. Eric specializes in creating and implementing the Econologics Roadmap and annual reviews for clients, allowing them to reach short-term and long-term goals. In this episode: Owning a practice is demanding, and practitioners often neglect their responsibilities as business owners in favor of their primary role. As a result, money can become lost in the company, and practitioners may lose control of their personal and business finances altogether.  Financial advisor Eric Miller's step-by-step process helps you regain control of your assets to achieve financial freedom. Before employing his system, Eric leads you to define what financial independence means to you by identifying your goals for the lifestyle you want to live. Your business should be your main income stream, and that's where to start. He says to think of your household as the parent company with your business functioning for its financial benefit by setting up a weekly expense account from the business that channels into the household. A separate account should be set up for that money so it's not squandered and can be used to invest in other income streams. When you execute a system that grows your business and funnels a portion of its profits to create more revenue streams, you've started to establish a process that creates the lifestyle you want for yourself and your family. In this episode of Systems Simplified, Adi Klevit hosts Eric Miller, Co-owner and Chief Financial Advisor of Econologics Financial Advisors, to talk about developing a financial plan for your household and business. Eric shares his systems and processes for building wealth, how to attain financial freedom, and the correlation between business and personal finances to create the lifestyle you want.

financial owning financial success eric miller econologics financial advisors chief financial advisor adiklevit
Financial Dads
Financial Advisement for Practice Management with Eric Miller

Financial Dads

Play Episode Listen Later Feb 5, 2023 51:35


In this episode, I talk to Eric Miller. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.LinkedIn - https://www.linkedin.com/in/ericisyourbfff/YouTube - https://www.youtube.com/@FinancialBeast/Website - https://econologicsfinancialadvisors.com/meet-our-team/Instagram - https://www.instagram.com/financialbeastmode/Facebook - https://www.facebook.com/econologicsfinancial/#ericmiller#econologics#financialbeast#financialbeastmode#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

financial audible co owner practice management eric miller advisement econologics financial advisors chief financial advisor
Wealth Matters By Alpesh Parmar
305: Protect Assets from Lawsuits, Taxes & Inflation with Eric Miller

Wealth Matters By Alpesh Parmar

Play Episode Listen Later Jan 19, 2023 28:33


Eric Miller is the Co-Owner and the Chief Financial Advisor of Econologics Financial Advisors . Eric has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest-growing companies in the US. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 02:27) Opening Segment - Eric is introduced as the guest Host - Eric shares something interesting about himself (02:27 - 24:25) Protect Assets from Lawsuits, Taxes & Inflation - Eric shares his investment and why? - Eric shares why doctors are not financially sound - He also shares what he is focused on. Financial planning or Asset protection? - Also he explains financial planning in easy steps - Eric shares how would someone know that they have reached that financial freedom - He also explains further about lawsuits, taxes, and inflation - Eric also shares how owners protect from inflation (24:25 - 27:25) Fire Round - Eric shares if she would change his investment strategy - Eric also shares his favorite Finance, real estate book, or any related book - Also Eric shares about the website and tools that he can recommend - Eric's advice to beginner investors - Also shared how he gives back (27:25 - 28:33) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs

Veterinary Financial Podcast
024 The Practice Owner Mindset - Eric Miller

Veterinary Financial Podcast

Play Episode Listen Later Nov 1, 2022 50:47


We asked Eric Miller, Chief Financial Advisor and owner of Econologics Financial Advisors, about why practice ownership is so important for veterinarians, how to minimize the effects of inflation on business and personal finance, roles practice owners play in the practice, and exit strategies. - Why is practice ownership important for veterinarians? - Is practice ownership a great idea right now for new practice owners? - What are Eric's thoughts on staffing in the age of The Great Resignation? - How can practice leaders minimize the effects of inflation on their business? - How can veterinarians minimize the effects of inflation on their personal finances? - What roles should a practice owner play in their practice? - How should a practice owner structure their own compensation? - What is a common financial mistake practice owners make? - What is an exit strategy and when do you start planning it? - What are some methods to offer equity in your practice? - How do you know how much to buy or sell a practice at? Ways to connect with Eric: https://econologicsfinancialadvisors.com/ (https://EconologicsFinancialAdvisors.com/) YouTube - https://www.youtube.com/c/FinancialBeast (https://www.youtube.com/c/FinancialBeast) LinkedIn - https://linkedin.com/in/ericisyourbfff (https://linkedin.com/in/ericisyourbfff) Facebook - https://facebook.com/econologicsfinancial (https://facebook.com/econologicsfinancial) Ways to connect with Veterinary Financial Summit:  https://vetfinancialsummit.com (https://VetFinancialSummit.com) Instagram: @vetfinancialsummit Facebook: https://www.facebook.com/VetFinancialSummit (https://www.facebook.com/VetFinancialSummit) LinkedIn: https://www.linkedin.com/company/vetfinancialsummit (https://www.linkedin.com/company/vetfinancialsummit) Email: Leadership@VetFinancialSummit.com

mindset practice owner great resignation eric miller econologics financial advisors chief financial advisor
The Veterinary Business Success Show
Ep 56: How to Avoid or Deal With a Cash Flow Crunch, with Eric Miller

The Veterinary Business Success Show

Play Episode Listen Later Oct 26, 2022 32:43


Welcome to another episode of the Veterinary Business Success Show. In this episode, we are joined by Eric Miller - the Co-Owner and Chief Financial Advisor of Econologics Financial Advisors - to discuss financial management in veterinary businesses.Eric takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest-growing companies in the US.Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide.In this episode, Eric talks about the financial issues faced by veterinary business owners as they run their ventures. This episode will give you a new perspective on how to run and manage your business finances.Podcast Outline[00:00] Podcast Intro.[01:11] Eric Miller's quick career introduction.[04:01] Eric and Brandon discuss financial management in the human medicine scope.[05:57] What surprised you the most when you started helping veterinary business owners manage their finances?[09:20] The effects of group thinking on the financial status of the company.[10:54] Eric explains why many veterinary businesses seek his financial management services.[12:58] Ad break - Our veterinary leadership program.[14:14] How can business owners prevent a cash flow crunch?[20:02] Why owners should take 10% of the income from the company.[23:57] The financial issues that most veterinary hospitals face.[28:08] The golden rules of business ownership.[29:40] Figuring out the right financial numbers for your business.[31:49] Episode outro - Our veterinary leadership program[32:38] The end.Sign up to Leaders to access the extended version of this podcast. Connect with Eric MillerWebsiteLinkedInTwitter

leaders cashflow co owner crunch eric miller podcast outline econologics financial advisors chief financial advisor
The Veterinary Life Coach Podcast with Dr. Julie Cappel
Episode #182 - Financial Success with Eric Miller

The Veterinary Life Coach Podcast with Dr. Julie Cappel

Play Episode Listen Later Jul 7, 2022 42:09


Eric Miller is the co-owner of Econologics Financial Advisors and their Chief Financial Advisor.  Eric educates practice owners to be debt-free, invested, protected, and set-for-life in every stage of business ownership.  Eric has published numerous articles and videos for practice owners to help them manage their personal and business finances. He teaches people to protect themselves financially and build wealth to reach their life goals.  You can reach Eric at www.econologics.com

coaching life coach selfhelp veterinarians financial success eric miller vet med econologics financial advisors chief financial advisor
Troutwood Podcast
Speaker Series: Greg McBride, Chief Financial Advisor at Bankrate.com

Troutwood Podcast

Play Episode Listen Later Mar 29, 2022 52:47


In this Speaker Series episode, Greg McBride, Chief Financial Analyst for bankrate.com, joins the podcast. Greg is an advocate for financial literacy and education and has made it his life work to help bring resources and financial tools to young people. Greg talks about his favorite Bankrate: Guiding you through life's financial journey tools, tips for opening your first credit card, maintaining a good credit score and the importance of saving. Nervous about credit, debt, and how to get started? This episode is for you!   Did you know? You will also see Greg's name on the back cover of Gene's award winning book, The Missing Semester. First published in 2013, and updated in 2020, Greg provided an editorial review for the book.   Learn more at https://www.bankrate.com

The Doctor Whisperer - the BUSINESS of medicine
TDW Show feat: The importance of Doctors Having a Financial Advisor w/Eric Miller of Econologics.

The Doctor Whisperer - the BUSINESS of medicine

Play Episode Listen Later Mar 14, 2022 28:15


Tune in on Monday, 3/14/22 at 6:30am EST, for a brand new episode of The Doctor Whisperer Show featuring Co-Owner of Econologics Financial Advisors, Eric Miller. In this episode, Eric and I discuss the importance of doctors having a financial advisor. Click here to visit their website. ▪︎ ▪︎ ▪︎ ABOUT OUR GUEST: Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US. ▪︎ ▪︎ ▪︎ Thank you to our incredible sponsor, TieTechnology, for sponsoring the show! #businessofmedicine #financialadvisor --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/thedoctorwhisperer/message

doctors co owner financial advisors eric miller econologics financial advisors chief financial advisor tietechnology
Therapy For Your Money
Episode 63: Treat Your Practice Like an Investment (with Eric Miller)

Therapy For Your Money

Play Episode Listen Later Mar 5, 2022 30:26


One of the biggest investments you will make in your life is your practice! In order to make sure you get the most out of your investment down the road, it's important to sit down with a financial advisor and figure out how to increase the value of your investment and transition it into a forever plan. Today, Julie's chatting with Eric Miller of Econologics Financial Advisors about approaching financial planning with your best future in mind.Eric Miller has been in the financial planning industry for over 20 years. He is Co-Owner of Econologics Financial Advisors and Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant® (RFC) and Licensed Insurance Agent. He has managed over 500 Practice Owner Clients in various fields of healthcare. As the Chief Financial Advisor for the firm, Eric has had the good fortune to have had over 20,000 financial conversations with private practice owners guiding them into a more optimum financial condition using their proven system.Episode Highlights:View your household as your "parent company"This is the best mindset to start when it comes to financial planningOwning real estate or having a 401K is considered an asset to your householdIn order to make the most of your investment, think about running your life like a businessTrack metrics like you do in your business to keep track of spendingMinimize or eliminate debtEnsure your income exceeds your expensesLink & Resources:GreenOak AccountingTherapy For Your Money PodcastEconologics Financial Advisors

practice investment treat co owner 401k eric miller capital university econologics financial advisors chief financial advisor
Fearless Freedom with Dr. G
Physicians Need Personal Finance & Business Financial Training for Debt Management: Eric Miller

Fearless Freedom with Dr. G

Play Episode Listen Later Feb 20, 2022 45:48


Physicians are very well trained to deliver medical care but they aren't equipped with the training for managing their personal finances or how to run a business/practice.  They come out of medical school with typically a lot of debt and no solid plan for how to tackle this as they move forward out of the life as a student and into either a contract or entrepreneurship.   In this episode, Eric Miller, a financial advisor for practice owners, reveals his experiences in working with thousands of medical doctors, veterinarians, dentists, and other professionals.   Eric works to help others bridge their current financial situation with an optimal financial life.   Learn more about Eric and his services: www.econologics.com   Eric Miller Bio: Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide.   Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest-growing companies in the US. ___________________ Subscribe to this podcast and download your favorite episodes to listen to later: Apple Spotify RSS Feed ___________________ ⚕️ Are you a woman healthcare professional who is struggling to juggle everything in your personal and professional life?  

Dental Student Vibes
115: Managing Your Finances w/ Eric Miller

Dental Student Vibes

Play Episode Listen Later Dec 30, 2021 55:12


On this episode of The Dental Student Vibes Podcast, Seth, Matt, and Cole sit down with Chief Financial Advisor, Eric Miller. Miller is a co-owner of Econologics Financial Advisors. Today, he sits down with the Vibe Tribe to give the boys an in-depth look at the financial services he provides to dental practices. Tune in to hear how to make your dental practice work for your household to provide generational wealth as it grows into a profitable entity. Dive deep in this interview to hear about the right time to sell your practice and what indicates the right time to sell. When looking to buy a practice, Eric details qualities to look for in a thriving business that you want to be a part of.   Please leave a review on Apple Podcasts or your podcast platform, we always read your feedback!   Awesome merchandise & cool gifts: VIBES SHOP Be sure to check out our new Amazon E-Book:7 Hacks to Boost Your Dental School Application!  Youtube:Dental Student Vibes Instagram:@dental.student.vibes Facebook:Dental Student Vibes Twitter:@DSVpodcast Website: https://dentalstudentvibes.com

managing dive finances hacks eric miller vibe tribe econologics financial advisors chief financial advisor dental student vibes podcast
Physical Therapy Owners Club
Creating Multiple Income Streams From Your Clinic With Eric Miller Of Econologics

Physical Therapy Owners Club

Play Episode Listen Later Oct 12, 2021 34:24


Do you know that clinics don't have to be private practice owners' sole source of income? In today's episode, Eric Miller, the Owner and Chief Financial Advisor of Econologics, shares with Nathan Shields the importance of creating multiple income streams and how you can do it. It isn't a sudden shift of capital; instead, it's a steady effort to create wealth from other financial sources, leveraging the clinic's revenues to diversify your wealth. If you follow this episode, you'll witness a dynamic change in your financial future. You wouldn't want to miss out on this opportunity. Tune in!Love the show? Subscribe, rate, review, and share! https://ptoclub.com/

love owner clinic multiple income streams eric miller chief financial advisor nathan shields
Dental All-Stars | Dental Practice Training & Systems
Podcast: Be the Hero in Your Financial Success Story with Eric Miller

Dental All-Stars | Dental Practice Training & Systems

Play Episode Listen Later Jun 3, 2021 35:41


All-Star Dental Academy Lead Mastery Coach Eric Vickery is joined by Certified Financial Advisor Eric Miller, co-founder and Chief Financial Advisor of Econologic Financial Advisors. They discuss how dentists can become more financially successful. They discussed: How to Treat Your Practice Like an Investment How to Create Wealth Outside of the Practice Compensating Yourself How […] The post Podcast: Be the Hero in Your Financial Success Story with Eric Miller appeared first on All-Star Dental Academy.

The Business Credit and Financing Show
How Practice Owners Achieve Financial Freedom

The Business Credit and Financing Show

Play Episode Listen Later Mar 31, 2021 31:13


Eric Miller has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant® and licensed insurance agent.   He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance.   During the show we discuss: ● Practice Owners ● The #1 reason Doctors are not financially sound ● Easy steps for financial planning ● The biggest financial barriers for practice owners in this Covid crisis ● How to stay afloat in the Covid crisis ● How to know your Financial Prosperity Index Score ● The right time to expand a practice ● Selling a practice for a maximum value ● Areas of financial planning practice owners miss and need particular help with ● Achieving financial goals ● How to know if one reached financial freedom ● Exiting a practice ● The simple reason practice owners are not financially independent now ● Importance of asset protection for a practice owner ● How to know when your current financial plan is failing   Show resources: https://econologicsfinancialadvisors.com/

Deep Pockets by Investa
How to grow a company that's already big?

Deep Pockets by Investa

Play Episode Listen Later Sep 11, 2020 36:10


Planning on pursuing a career in finance? In this episode of #Businesstalk, we will be joined by Calvin Chua, the Chief Financial Advisor of Fruitas Holdings Inc. to talk about his experiences as a CFA.

planning cfa business talk chief financial advisor
Grace Bible Church, Greenwood Sermons Podcast
Our Chief Financial Advisor (Audio)

Grace Bible Church, Greenwood Sermons Podcast

Play Episode Listen Later Aug 16, 2020


financial advisors chief financial chief financial advisor
The Create Your Own Life Show
744: The Practice Owners Secret to Freedom and Scale, Feat. Eric Miller | Freestyle Friday

The Create Your Own Life Show

Play Episode Listen Later Jul 17, 2020 29:47


About This Episode: Eric Miller has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant® and licensed insurance agent. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.   Find out more about Eric at:Econologicsfinancialadvisors.com Youtube Facebook LinkedIn See the Show Notes: www.jeremyryanslate.com/744 Sponsors: Command Your Brand Media: Be featured as a guest on top-rated podcasts, just like this one, for massive attention for your brand. www.commandyourbrand.media/apply  Audible: Get a free 30 day free trial and 1 free audiobook from thousands of available books. Right now I'm reading "The Science of Getting Rich,"by Wallace D. Wattles, about building real wealth. www.jeremyryanslate.com/book  

The Create Your Own Life Show
744: The Practice Owners Secret to Freedom and Scale, Feat. Eric Miller | Freestyle Friday

The Create Your Own Life Show

Play Episode Listen Later Jul 17, 2020 29:47


About This Episode: Eric Miller has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant® and licensed insurance agent. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.   Find out more about Eric at:Econologicsfinancialadvisors.com Youtube Facebook LinkedIn See the Show Notes: www.jeremyryanslate.com/744 Sponsors: Command Your Brand Media: Be featured as a guest on top-rated podcasts, just like this one, for massive attention for your brand. www.commandyourbrand.media/apply  Audible: Get a free 30 day free trial and 1 free audiobook from thousands of available books. Right now I'm reading "The Science of Getting Rich,"by Wallace D. Wattles, about building real wealth. www.jeremyryanslate.com/book  

The Dear Doc Podcast™
Episode 20: Eric Miller Covid-19 Financial Wake up Call

The Dear Doc Podcast™

Play Episode Listen Later Mar 28, 2020 81:10


Eric Miller has been in the financial planning industry for over 20 years.He is Co-Owner of Econologics Financial Advisors and Chief Financial Advisor.He has a degree from Capital University and is an Registered Financial Consultant® (RFC) and Licensed Insurance AgentHe has managed over 480 Practice Owner Clients in various fields of healthcareAs the Chief Financial Advisor for the firm, Eric has had the good fortune to have had over 10,000 financial conversations with private practice owners and helped guide them into a more optimum financial condition using our proven system.Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.

covid-19 financial co owner wake up call eric miller capital university econologics financial advisors chief financial advisor