51 min listen
1935: Strategic Wealth Management
1935: Strategic Wealth Management
ratings:
Length:
45 minutes
Released:
Mar 6, 2024
Format:
Podcast episode
Description
On today’s episode of the Dentalpreneur podcast, Dr. Mark Costes welcomes Eunicia Peret, a wealth strategist with 15 years in the financial services industry. Eunicia specializes in helping high-income individuals enhance wealth beyond traditional methods, aiming to increase retirement income while minimizing taxes. Her approach involves creating cohesive financial teams for her clients, proving effective for many. As a strategic advisor for business and women's leadership groups, Eunicia shares insights from a recent conference and discusses strategies for financial success and wealth management, emphasizing the importance of understanding individual financial situations and customizing strategies accordingly. EPISODE RESOURCES https://www.excelstra.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Released:
Mar 6, 2024
Format:
Podcast episode
Titles in the series (100)
004: Charles Crawford – How to Increase New Patient Flow and Revenue Via SEO, PPC, and Social Media.: Welcome to another episode of The Dentalpreneur. On today’s show we’re talking with Charles Crawford. Charles is the young co-owner of the booming internet marketing company Crawford and O’Brien. He graduated ASU with his bachelor’s degree, by The Dentalpreneur Podcast w/ Dr. Mark Costes