August 2, 2016


MILLION DOLLAR PRACTICE Are you a young dentist and striving to produce 1 MILLION in revenue? Do you have a plan to reach this goal? Do you find yourself hitting a ceiling of production and need some custom motivation to reach your goals? #dentist see the value in working with experienced professionals. #wealth planners with business experience are not any different! Heritageinvestor So above in the video, we have described how you can make your first million dollars. If you liked the video and enjoyed it then please don’t forget to share it with others on social media and other platforms.
June 6, 2016

VIDEO: Dentist, Business, Planning, and Net Worth Increase

Dentist, Business, Planning, and Net Worth Increase How do you measure the success of your dental practice? Justin Goodbread, CFP(R), Co-CEO of Heritage Investors, a Wealth Management Firm in Knoxville, TN answers a client question. How should a dentist judge the effectiveness of their wealth advisor? If you are a dentist, then we are sure you have often wondered about the state of your business. Where are you going and what are you trying to achieve. Your debt load can seem insurmountable. The day to day grind can leave you frustrated. This is where a private CFO can help. Heritageinvestor