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Most healthcare practice owners think they have financial advice.
But in reality?
They have someone managing a 401(k).
In this episode, Eric Miller and Eric Gersch break down the biggest problems with the traditional financial advisory model — especially for healthcare entrepreneurs, medical practice owners, veterinarians, dentists, optometrists, and physical therapists.
We cover:
- Why most advisors only focus on investments
- The truth about “fiduciary” marketing
- Why your CPA shouldn’t drive your financial strategy
- The difference between wealth management and product sales
- How real financial planning should impact your household, business, taxes, debt, and future income
If your advisor only talks about retirement accounts and portfolio returns…
You may be missing the bigger picture.
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