Doctors, have you sold a practice in the past? Will you need to sell in the future?
Personal Injury, Dr. Lori Bents, of Marshfield, Wisconsin, has in the past and will do again in a few years. This important interview will showcase both past and future.
See and hear what went well and what didn't go so well in her prior sale of her practice in Newport News, VA and her plans moving forward in a few years to again sell.

These discussions are intended to get you thinking of your own situation and how you'll respond to your sale at some point in the future.
Having a proper business valuation will help you:
1. Establish your baseline,
2. Benchmark against your peers
3. Provide key areas of focus that you can use for growth to maximize your value BEFORE you transition.
4. A proactive value to let you see where you stand not just where you think you stand.

We're here to make a difference and to help in this way:
Contact us at: kdsullivan@lpl.com for a complimentary business valuation overview and checklist

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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

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


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

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

"Perspective is the glue that holds investment behavior together."
(Kevin Sullivan)

My guest Don Connelly is no stranger to wealth advisors all over the world with his 56 years of experience as and advisor, manager, spokesman for one of the largest money managers in the world, and coach, providing insights that are unparalleled in the industry. At age 77, he is still going strong.

He interviews top advisors from all over the world and provides insights that he finds from those elite professionals. Advisors that have $7 billion of assets under management with minimum account sizes of $10 million, is just one example.

He's been an inspiration to me in my 34 year career and for decades, I have followed Don, and seen him at many conferences. So since the advisor community knows who he is, I thought you as a doctor should know who he is also!

He has spoken all over the world to almost every investment firm, great and small. He travels throughout the US providing timely insights for advisors to use with their clients. I know what he has to say to us, and wanted him to share some comments directly to you also!

It's impossible for you to ever look at building and maintaining wealth the same way once you hear his simple analogies that will totally change your outlook.

If you take what he says to heart, there is no doubt your financial goals will benefit from it.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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

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


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

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

Join me and my guest, Dr. Vicki Rackner as we discuss healthy ways to address burnout among physicians. As she says, true wealth and burnout are opposite sides of the same coin.

This podcast will help you flip the coin from burnout to true wealth and start a path to HOPE by changing the way you think about situations. As I have said: "With every step of faith, the scenery changes," and that can encourage you as you move forward.

Dr. Vicki Rackner weighs in on "thoughts, time and money" as we discuss this ever increasing problem of physician burnout.

Remember, there is HOPE and you can do this! If you are feeling like you need help, there are tremendous resources that can be made available to you.
This podcast plays a small part in your journey to hope and restoration, resolve and recovery.

Dr. Vicki Rackner is a former breast surgeon when in private practice, a current entrepreneur, and the author of three books:
1. Myth of the Rich Doctor
2. Nine Money Mistakes Doctors Make
3. How Doctors Can Build True Wealth
Her website is: https://thrivingdoctors.com/

•Dr. Vicki Rackner is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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

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


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

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