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The Veterinarian Success Podcast

English, Education, 1 season, 223 episodes, 6 days, 7 hours, 46 minutes
About
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.
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#225 Radio Show - What's Stopping More Private Practice Ownership...

In this radio show, I discuss my recent LinkedIn post that got a lot of traction. #veterinarymedicine - I want to see more private practice ownership and extremely bullish on folksbuilding this future in a variety of ways._________________ is stopping veterinarians from wanting to own their own clinic?What's your answer?It’s a hot topic - I’ve pounded the table on the topic since 2019 - it’s not easy, it’s not rainbows and butterflies - but darn, it’s worth it, and the amount of $ in the space more can go to veterinarians if there is a thriving private practice environment.I’ll have some guests on the show later via a roundtable discussion - that being said I wanted to discuss it on a radio show as I just got back from WVC, and I can tell you I’m extremelyoptimistic about private practice ownership and the models, offerings, and people doing cool stuff here. Some have been on the podcast others are future guests.Link to the LinkedIn Post Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
2/25/202445 minutes, 57 seconds
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#224 Brandon Breshears - A Masterclass in Veterinary Marketing Approaches

In this episode, I’m joined by marketing guru Brandon Breshears. Brandon helps Veterinary Practices Get Better Clients. He’s the voice of the podcast - The Veterinary Marketing Podcast. He has written tons on the topic of veterinary marketing and is published author. He’s been highly suggested as a guest and glad to finally get time to record. This one DOES NOT disappoint. We discuss his VetMarketingGuru a GPT based on his podcast episodes (you should be checking this out) What podcasts he recorded that haven't been as downloaded but are packed full of actionable data?Who he'd love to have on his show - who hasn't been a guest.Overrated/Underrated veterinary marketing.Why retention marketing needs more focus within clinics. Are you providing features & info or insights & entertainment?His blueprint for a De Novo vs. Established clinic and the marketing plan.Why texting is wildly underutilized in veterinary medicine.What's your offer - how to build one. And SO MUCH MORE!!Guest LinksBrandon's LinkedInThe Veterinary Marketing PodcastOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
2/18/20241 hour, 8 minutes, 36 seconds
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#223 Dr. Jeff Stepanek & Elizabeth Montgomery - Buy My Dad's Vet Clinic

Dr. Jeff Stepanek and Elizabeth Montgomery join me in this episode. I connected with Liz via LinkedIn, and she's helping her father, Dr. Jeff, sell his Eau Claire, Wisconsin, veterinary clinic. This is a unique podcast that I hope you enjoy - as it's a conversation on legacy and opportunity within veterinary medicine. Dr. Jeff's story and how we become an owner. How great mentorship impacted him and how he's passed that on. Why communication and confidence is the key to veterinary success.Liz's story of helping her dad find the right buyer for the clinic. What should the ideal owner's character traits look like in a perfect world? The challenge of many other single DVM owner clinics nationwide and the opportunity. And more Guest LinksBuy My Dad's Vet Clinic - Website Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
2/5/20241 hour, 58 seconds
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#222 Kelly Cooper, DVM - Creating a Clinic That Reflects Your Values

In this episode, I'm joined by Dr. Kelly Cooper. Dr. Cooper is working to empower veterinary leaders to achieve success through purpose, planning, and process. She's been a practice owner, worked in various leadership roles in corporate medicine, and worked as an associate via relief work. Her industry overview is unique, and we unpack each of those areas. Her update from VMX and VetPartnersHer veterinary story from early practice ownership to feeling burned out and the various transitions.Why do so many veterinarians lack community and support?We discuss if too many veterinary students are being selected to be great students vs. great veterinarians. How private practice and corporate both have given her so much.The three traits she looks for in team members - self-awareness, coachability, and alignment w/mission and vision. Her journey to better understand the business of veterinary medicine and how she is passionate about that today. Why she wants to encourage ownership within veterinary medicine.And so MUCH MORE!Guest Links Reality Vet Coaching & Consulting Dr. Cooper's LinkedIn Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
1/28/20241 hour, 9 minutes, 48 seconds
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#221 Dr. Jessica Pucetti-Hoffman - Integrative Medicine for Life

In this episode, I am joined by Dr. Jessica Puccetti-Hoffman. Dr. Jessica is a veterinarian on a mission to provide all pet parents with holistic pet care. Her journey has included finding some health and care on the human side to be impactful for her family and bringing that into the veterinary world. Why it took her time to rediscover her passion for medicine, but she now loves her work and life more than ever. Defining an integrative veterinarian or health provider.Why incentives matter and how a lot of veterinary education is taught. We discuss and dismiss the term conspiracy theory.Her husband and daughter's health challenges.Her veterinary journey and insights.Launching a new veterinary hospital with a partner. AND so much more - this one is packed with content likely not typically consumed. Guest LinksDr. Jessica's InstagramHer website Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
1/21/20241 hour, 9 minutes, 40 seconds
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#220 Bitcoin ETFs are HERE - WHY it matters & MORE

In this show, I'll review and provide a quick update on all things bitcoin, especially after this past week's launch of the Bitcoin ETFs. I cover the following:The 11 ETFs that were launched - and pricing.Isaiah's Favorite tickerThe difference between owning bitcoin directly & the ETF.Does an ETF ever make more sense to own?A trading nuance that warrants a review.The amount of $ flowing into the space. Vanguard and Merrill making big mistakesDonations to open-source developers from ETF providers.LinksWelcome to Bitcoin Buy Bitcoin @ Swan Bitcoin - Get $10 freeEmail me: isaiah@swanbitcoin.com / isaiah@veterinariansuccesspodcast.comOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
1/14/202425 minutes, 27 seconds
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#219 Radio Show - Listener Help Wanted: Practice Ownership

In this episode - I share some insights into what I've been thinking about and working on. I do, however, WANT & NEED your help - I'm looking for feedback and want to have conversations around what you & your peers would want. The goal is to provide the best support structure for folks looking to start their private practice journey, whether that is a start-up or a practice purchase. Tune in to hear more and please fee free to reach out via the following methods:LinkedIn DMInstagram DMPodcast Email - isaiah@veterinariansuccesspodcast.comOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Granite Peak Associates
1/7/202419 minutes, 34 seconds
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#218 Keith True, DVM - Leadership is a Learned Skill

In this episode, I'm rejoined by Dr. Keith True, a veterinarian, recent MBA holder, and entrepreneur, joins me. He recently finished his time with some partner hospitals, a Member of the Board of AccessVet, and the Founder of True Vet Potential and TrueVet. Dr. True joined me prior in episode #178. Updates in his life and what he's found as his calling within veterinary medicine.His thoughts on the leadership status within veterinary medicine - and what we should do about it. The launch of TrueVet and the mission and goals behind it. Who might be the ideal fit for a TrueVet hospital and Keith's call to action. Experienced veterinarian's looking for an exit and what that could look like.And so much MORE!True Vet Potential WebsiteDr. True's LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software
1/1/202454 minutes, 41 seconds
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#217 Radio Show - Veterinary Financial Advisor Network Hang

In this episode, I'm joined by previous guests and Veterinary Financial Advisor Network (VFAN) members Andrew Langdon, Ashley Foster, and Stu Sutphin. We discuss the year, wins they've seen for veterinary clients, questions they hear, and what to plan for in 2024. Veterinarian Financial Advisor Network Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software
12/24/202356 minutes, 49 seconds
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#216 Radio Show - 2023 Recap & Reflection

In this radio show - instead of making some bad predictions I recap and reflect on personal, professional, and podcast ideas from the past year. LinksDINKS Video Seed Oil Video Seed Oil Rebellion Milk - why natural milk aka "raw" is betterMeat - Learn the benefitsWelcome to Bitcoin - best 101 videoOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software
12/17/202324 minutes, 28 seconds
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#215 Julie South - Finding the RIGHT Veterinary Role

On this episode, I’m joined by Julie South. Julie’s focus is on helping veterinary professionals get their heads screwed on straight so they can get excited about going to work on Monday mornings. She co-founded VetClinicJobs.com - which is a global platform that helps good vet clinics shine online by promoting their great culture and finding the right fit. She is also a podcast host of the Vet Staff Podcast. We discuss:Is New Zealand as magical as the rumors? Julie's journey to get involved in veterinary medicine in NZ?What’s most underrated about recruiting in your mind?The big research report she commissioned and the results.Why being upfront on pay seems obvious, but is a must. How to describe a "likeable" clinic. How does VetClinicJobs work?Guest LinksJulie's email - julie@vetstaff.nzhttps://www.vetclinicjobs.com/https://www.vetstaffpodcast.com/Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
12/11/202349 minutes, 3 seconds
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#214 Sebastian Gabor - AI is more than a buzzword

In this episode, I’m joined by Sebastian Gabor. He is a serial entrepreneur, speaker, and educator. In 2018, he co-founded Digitail – an all-in-one practice management system born from a passion for improving vet and pet-parent communication. Sebastian is an avid reader and a three-time Ironman finisher. He loves hiking and debating world problems with his friends (which we might need to cover). We discuss the following: A recent debate he's had with friends and why we cannot disagree with each other anymore?If technology continues to advance and make us more efficient why does everything on aggregate cost more and life feel more expensive?What is wrong with veterinary software? What problem is Digitail solving?AI is to me a buzzword that is used a lot - can you talk about the AI capabilities and cover the differences between narrow and general AI.Where in the patient journey can AI best be applied?Future of AI: As it improves, how does it either replace veterinary professionals or complement them further?You are independently owned - there is this thought that private practice vet med is going the way of the DoDo bird - what advice or guidance would you share with those owners or aspiring owners?His question for me and more!Guest Links Sebastian's LinkedIn Digitail's WebsiteOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
12/3/202346 minutes, 30 seconds
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#213 Lucas Pantaleon, DVM - Standards of Care for Antibiotic Use

In this episode, I'm rejoined by Dr. Lucas Pantaleon. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, a prolific CE presenter, and speaker, and he joined me almost a year ago on episode 164 talking about Value-Based Care & Beyond. We discuss antibiotic use and challenges in this episode.The three key factors of antibiotic use.What should be done to stem the drug-resistant pathogens?What's causing the problem and what is the possible impact?What stewardship could look like in antibiotic usage. Who makes those decisions? Is that a good thing?My question about government regulations being a net positive?How research and guidelines should drive decision-making. Listener questions to Dr. Pantaleon. Guest LinksLucas's LinkedInDVMOneHealthOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
11/26/202351 minutes, 27 seconds
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#212 Cody Creelman, DVM - Grassroot Efforts Change Veterinary Medicine

On this episode, I’m joined by Dr. Cody Creelman. Dr. Creelman for those unaware is the CEO of Fen Vet - which is striving to reimagine veterinary care for the betterment of patients, clients, and the veterinary team. They focus on improving animal wellness, providing a better veterinary care experience, and continually challenging traditional animal care paradigms. He’s an entrepreneur & a thinker on many topics both inside and outside of veterinary medicine. We discuss: When the beard is coming back?Why there is an oversupply of veterinarians in his mind.Why there is a leadership & efficiency shortage in veterinary medicine. Why some veterinary brands are built to sell, and some are built to do veterinary medicine.How grassroots conversations and efforts are what change veterinary medicine. How he's set and built culture at FenVet - how that's been adopted by the team. How he thinks about equity in FenVet vs. personal cash flow - what the future plan is for FenVet.How his unlimited FenVet CE for techs is working.The impact of open-sourcing FenVet's business plan.AND SO MUCH MOREGuest LinksFenVet Business Plan DownloadCody's InstagramCody's LinkedIn Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
11/19/20231 hour, 9 minutes, 13 seconds
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#211 Andrea Crabtree - My Job Is To Make Yours Easier

In this episode, Andrea Crabtree is the owner of FurPaws Consulting in Orange, CA for almost a decade. She got her BS in Animal Health Science in 2004. She became a Certified Veterinary Practice Manager in 2011, received her Certification as a Professional in Human Resources in 2016, and accomplished her California Professional in Human Resources in 2017. She is also the co-host of the PAWSitive Leadership Podcast. She is very active inside and outside of veterinary medicine.Where and what Andrea focuses on daily within veterinary medicine. The area of veterinary medicine that is most underappreciated in her opinion. How she's help veterinary leaders grow and develop talent. Growth and role development of the team.Communication and why it's suffering in veterinary medicine and how to improve it. Her thoughts on private practice over the next decade plus - where are the opportunities. And so much MOREGuest LinksFurPaws ConsultingAndrea's LinkedInPAWSitive Leadership PodcastOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
11/12/202355 minutes, 43 seconds
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#210 Jason Balara, DVM - Stop Trading Time For Money

Today I’m joined by Dr. Jason Balara - who is a Veterinary Surgeon and the Founder of Lark Capital Group. He is an Experienced Multifamily Real Estate Investor | He’s helping veterinarians Create Passive Income Using Recession-Resistant Real Estate Investing. His veterinary journey - and why surgery as a specialization?How his humble upbringing influenced how he viewed finances and money. When his mindset shifted about work, income, and money. Why real estate.What he's doing at Lark Capital How real estate investing can look - what do returns look like?How does debt play a role in returns?How to select real estate investments and options. And so much MOREGuest LinksLark Capital Jason's LinkedInOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
11/5/20231 hour, 7 minutes, 32 seconds
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#209 Christopher Sauve, DVM - Where Opportunity Meets Needs

In this episode, I'm joined by Dr. Christopher Sauve. Chris is a specialist focused on Veterinary Dentistry and Oral Surgery. He founded and leads the Edmonton Veterinary Dental Club. And as we’ll chat through he’s deeply down the rabbit hole around bitcoin as well.Background / Veterinary Story?Why Oral Surgery and that specialization?What do most GPs misunderstand about dentistry in your opinion?His view on opportunities for veterinarians to carve out niches across the board in veterinary medicine. Bitcoin and why/how he found it.A trusted vs. trustless money.Who created it? Is it just a "rich person's thing" and recreating the same issues? What is the halving and why it matters.The ETF launch and impact. And so much MOREGuest LinksDr. Sauve's LinkedIn Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
10/29/20231 hour, 29 minutes, 22 seconds
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#208 Christen Staten, DVM - Process Driven Freedom Running a Veterinary Practice

Alright on today’s show I’m joined by a guest that I was able to meet at the sustainability in equine practitioners seminar (SEPs) back in 2022, Dr. Christine Staten - Dr. Staten is a large animal veterinarian and a mixed animal practice owner of Adobe Vet Center in Arizona. She has a passion for interests inside and outside of veterinary medicine which as we will learn is key to her success. We discuss the following:Her "why" for veterinary medicine - for a full detailed history I'd recommend her other podcast appearances. Her doctor visit during COVID and how she did the opposite of conventional wisdom to help herself. How she's built, attracted, and retained her team. How her practice culture has been refined. How she runs effective meetings with a large distributed team.Her exit plan and how to manage associates with ownership aspirations.Looking outside of veterinary medicine for business inspiration - and why she pays for a mastermind group (non-DVM).Strategic Planning & Management Retreats to work ON the business.How the financial success has followed from doing the right things for her business and how measuring ROI has changed. Her question for me...and SO much more!Guest LinksThe Veterinary MBA IGAdobe Veterinary Center IGOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
10/22/20231 hour, 5 seconds
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#207 Radio Show - Listener Questions My Answers

In this week's show, I answer listener questions from the private Facebook Group (open for anyone to join). I enjoy these types of episodes - I've kicked around the idea of doing some live shows in the future that folks can jump on with questions. If that's of interest, please let me know and reach out. We talk How to present and discuss compensation.Marketing - several different questions. What are the proper efficiency ratios with staff?AND more.Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
10/15/202328 minutes, 33 seconds
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#206 Ira Gordon, DVM - The Work Lifecycle of a Veterinarian

In this episode, Dr. Ira Gordon. Dr. Gordon is a veterinary radiation oncologist, researcher, and entrepreneur with commitment to improving the veterinary profession and animal health over the past 15+ years. He is the Chief Veterinary Officer with Vetcelerator and the Co-Founder of the Veterinary Angel Network for Entrepreneurs (VANE). Last but not least he is a co-founder/owner of several veterinary practices, holding a variety of experiences in small business and corporate practice including CEO/COO, Medical Director and Director of Innovation. We discuss:Confidence and Authenticity The future of independent veterinary hospitals.Selling two different businesses and what he learned. Vetcelerator & how his personal journey helped shape that. Fake till you make it and why that has a lot of flaws.Why it's hard to do anything and any profession for 30 + years. VANE and the ideas behind it. His question for me & SO MUCH MOREGuest LinksDr. Gordon's LinkedInOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
10/8/202358 minutes, 16 seconds
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#205 Dr. Simon Starkey - Pricing Touches Everything in Veterinary Medicine

On this episode, I am joined by Simon Starkey BVSc, PhD, MBA -Simon joined me on episode #28 in 2020. He’s passionate about bringing data-driven decisions into veterinary medicine. He’s since our last episode started, Marquis Practice Solutions where he strives to improve private practice pricing strategies purposefully. What’s purpose-driven profit maximization? Top line is vanity - bottom line is sanityHis post "Whether you're using cost-plus pricing or have built your prices largely based off benchmarks and/or mystery shopping, you've almost certainly encouraged at least some inefficiencies and are unknowingly penalizing lean methods."His YouTube video leveraging Google Trends and the veterinary industry.When a service offering should be eliminated, even if it’s a higher revenue-producing offering. How should an owner review and determine that? Mark-ups on pharma - how does one determine this?How should veterinary practice owners think about a recession or potential recession? And so much more!Guest LinksDr. Starkey's LinkedInYouTube Video mentionedOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
10/1/202351 minutes, 3 seconds
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#204 Tannetje Crocker, DVM - Creating the Veterinary Experience that Fits

Alright on today I’m joined by Dr. Tannetje Crocker. Dr. Crocker is an ER veterinarian with VEG, a practice owner, she’s a speaker and content creator in veterinary medicine. She hosts the Questions with Crocker Podcasts. She’s a wife and mom. We had a great conversation at VMX, which feels like a lifetime ago, but what a fun and interesting episode. How she balances the witty & funny content w/serious topics within veterinary medicine.How producing content works for her & how she manages time. Being respected over being liked - yet human nature craves for likability.Valued relationships vs. surface level.Leveraging "best of breed" vs. recreating the wheel.Mentorship/Expectations/Doing the work.Generational conversations in veterinary medicine.Practice ownership and her story.A very thoughtful and deep conversation w/her question for Isaiah.Guest LinksDr. Crocker's InstagramDr. Crocker's LinkedInDr. Crocker's WebsiteQuestions with Crocker Podcast Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
9/24/20231 hour, 2 minutes, 32 seconds
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#203 Andrew Langdon, CFP®, CSLP®, EA - Student Loans, Recessions, and Niching Down in Veterinary Medicine

In this episode, I’m joined by Andrew Langdon, founder of VetWorth. Andrew is a CFP and fee-only planner serving veterinarians locally within Georgia but also virtually around the country. He is a member of the Independent Veterinary Practitioners Association or IVPA and a member of the Veterinarian Financial Advisors Network or VFAN. He is also a CERTIFED STUDENT LOAN PLANNER and Enrolled Agent. He first joined me on the podcast 18 months ago in episode #118. An update on his firm and work within veterinary medicine. How have conversations changed within his client base - given the changes on inflation, student loans, and recession fears. His niche within relief veterinarians and what is often overlooked or under planned for. His thoughts on student loan repayments starting again. Does a recession matter?His speaking at the SEPs meeting within equine vet med.His question for me and so MUCH MORE.VetWorth Website Andrew's LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
9/10/202352 minutes, 4 seconds
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#202 The Optimal Bitcoin Allocation

In this week's episode, I walk through various standard or default investment line-ups I've seen and what a bitcoin allocation would do for the investor. The results might shock you - I've often mentioned "run the numbers," and I demo and walk through those and talk through them. You'll want to head over to YouTube to have the visuals. As always, if you have bitcoin questions, this is what I do full-time now, and you can schedule a call with me HERE. Show LinksCore-4 Portfolios Nakamoto Portfolio ToolNakamoto Portfolio Tool - Portfolio Analytics Guideline 401(k) Investment Line-upsSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Software Bitcoin for Veterinary Medicine
9/3/202335 minutes, 26 seconds
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#201 A Fascinating Discussion w/Dr. Eve Harrison

In this episode, I’m joined by “The House Call Vet” herself, Dr. Eve Harrison. Dr. Harrison runs the The House Call Vet Academy (online CE + coaching for mobile veterinarians) she is Certified Compassion Fatigue Professional. She is QPR Certified in Suicide Prevention She is Certified in Veterinary Practice Management. She’s a semi-pro flute player and is full of some fun and spicy vet med takes - which we get into. Her feelings on the difference between private and corporate medicine.Can you scale a veterinary practice? What are safe spaces? Why they matter within veterinary medicine.Leadership and it's impact on veterinary medicine. Can you have a dissenting view today within veterinary medicine? Her stories of censorship within veterinary medicine. And SO MUCH MOREGuest LinksThe House Call Vet Academy Her Website Housecall Vet PodcastSafe Enough Spaces: A Pragmatist's Approach to Inclusion, Free Speech, and Political Correctness on College Campuses - Michael S. Roth Subscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Bitcoin for Veterinary Medicine
8/27/20231 hour, 22 minutes, 36 seconds
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#200 [REPLAY] The Importance of Self-Custody w/bitcoin

This week's episode is a replay - however this topic is SO SO important if you look at owning bitcoin. Bitcoin is a bearer asset, meaning you can hold the keys to your bitcoin yourself. When you hold your own Bitcoin keys you are in direct control of your money. If you have bitcoin on an exchange, you don’t have bitcoin. You have an IOU. Learn why and how to take self custody of your bitcoin. #84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine#113 Radio Show - Bitcoin Rebuttal: An Honest Reply to The White Coat Investor#135 Radio Show - bitcoin not CryptoSwan BitcoinBitcoin Q&ABitcoin Wallets: How, Why and When to Hold Your Own Private KeysBitBox 02 Wallet - Start HERESubscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Bitcoin for Veterinary Medicine
8/20/202320 minutes
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#199 Radio Show - The 10 Things Financial Advisors Don't Share, But Should

In this episode, I share 10 items that I believe are important as context in regards to financial advisors and how their world operates. It's foreign territory for veterinarians and that's normal, as I've recently left my roll at a registered investment advisor I felt this was a good time to share some thoughts. I still fully believe in the "good" advisors out there make no mistake about it. Tune in and let me know your thoughts. Show LinksWTFhappenedin1971.comVeterinarian Financial Advisor Network Subscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary Bitcoin for Veterinary Medicine
8/13/202329 minutes, 46 seconds
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#198 Radio Show - Bitcoin in Practice

In this episode, I build upon the previous show and talk about the applicability of bitcoin today for you within veterinary medicine. Whether you are a new graduate associate, relief veterinarian, owner, or anywhere else. How does it practically benefit you today? IBEX PAYOshi BTC Mapbitcoin meet-upsMeet-Up.comBitcoin Benefit PlanZaprite So if you are looking for bitcoin education to go from zero to hero - head to www.bitcoinforvetmed.com - use code "VSP" for 50% off till August 14th. Subscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary
8/6/202328 minutes, 10 seconds
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#197 Radio Show - The Greater Fool Is the One Not Holding Bitcoin

In this episode, I share the launch of www.bitcoinforvetmed.com, which is the bitcoin educational platform I've wanted to provide to veterinary medicine but didn't have the time to commit to building. It's here now - over five hours of content to help provide a good foundational knowledge for you with a ton of additional resources for those looking for great places to learn more. I also walk through the latest article I've written called The Greater Fool Is the One Not Holding Bitcoin. I firmly believe bitcoin is highly misunderstood, and a conversation this week with an entrepreneur who happens to be an extremely high-performing veterinarian sealed that for me as well. So if you are looking for bitcoin education to go from zero to hero - head to www.bitcoinforvetmed.com - use code "VSP" for 50% off till August 14th. Subscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) Shepherd Veterinary
7/30/202328 minutes, 32 seconds
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#196 Matt Lane, DVM - Veterinary Life Planning

In this episode, I'm joined by Dr. Matt Lane, who is the owner of Aberlea Veterinary Medicine in Murfreesboro, TN. Aberlea exists to help people plan around life with their pets from start to finish and to adjust to life as the world happens throughout pet ownership. Dr. Lane has seen a ton across his veterinary career and we dig into that and so much more. His veterinary journey and why vet med for him.Why financial planning inspired how he approaches veterinary care.How private equity impacted his plan for his career. How his practice operates and its mission.A non-consensus view he holds.And so much moreMatt's LinkedInAberlea's InstagramAberlea's WebsiteSubscribe on YouTubeOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
7/23/20231 hour, 3 minutes
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#195 Jennifer Edwards, DVM - Our Values & Commitments Direct Our Lives

In this episode, I'm joined by Dr. Jennifer Edwards. Dr. Edwards has worked as an associate, been a practice owner, and currently doing relief work. She's a coach to veterinarians across the country. She is passionate about helping people find happiness as others have helped her. She has a litany of coaching certifications and work she's done. You can work with Dr. Edwards by heading to her website - www.drjenniferedwards.comHer veterinary medicine story and journey.Unpacking what commitments we have today.Why we don't "HAVE" to do anything - but there are ramifications. The idea of being responsible for your life and decision making. ValuesWhy she doesn't like the term "work-life balance"Gratitude and why it's so important. Generational Conversations in veterinary medicine. AND so much more!Dr. Edwards' LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
7/16/202355 minutes, 35 seconds
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#194 Radio Show - Big Announcement & Update

Hey all - big updates and news from Isaiah and career and life changes. Tune in for the latest scoop. For reach outs email below 👇isaiah@veterinariansuccesspodcast.com Subscribe on YouTube for the showOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
7/10/202316 minutes
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#193 Emily Dong - Do "Well" by Offering a Wellness Plan

In this episode, I’m joined by a repeat guest Emily Dong who is the Founder and CEO of Snout. Emily joined the show way back in 2019 in episode #19 talking about a previous company she founded and sold. Emily’s back with a wellness plan offering and extensive veterinary medical knowledge. Emily, thanks for joining me!Practice Ownership opportunities within veterinary medicine. What is Snout and why should veterinarians care? What’s the biggest misconception of wellness plans?Success stories of wellness plans in action.The percentage of price increases most veterinarians should be adjusting?Membership plans vs. wellness plans.How veterinarians should and can dictate care and who they serve. Snout WebsiteEmily's LinkedIn Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off)
7/2/202338 minutes, 23 seconds
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#192 Jennifer Kasten, DVM - Embracing the Personal and Professional Challenges of Veterinary Medicine

In this episode, I’m joined by Dr. Jennifer Kasten who is a Professional Services Veterinarian at Dechra Pharmaceuticals. Jen has worked within the animal health industry for almost a decade and her journey to an industry role is a unique and difficult one. Finally, she is passionate about her role within the American Association of Industry Veterinarians. Jen – thanks for joining me today.Her path to working within an industry role was anything but your grand plan. Her veterinary medicine story. What her role with Dechra look like. How would she would describe it to her veterinary peers.The advice she would have for DVMs looking for change into an industry role.Her involvement with the American Association of Industry Veterinarians?What do she misses about clinical medicine?What she like most about your industry role and viewpoint?And so much MORE!Jen's LinkedInwww.aaivet.orgOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial
6/25/202343 minutes, 59 seconds
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#191 Why do veterinarians fail at selecting the RIGHT job?

In this episode, Ryan Koopmans, DVM, MS Financial Planning, and Meredith Jones, DVM, CSLP, rejoin me to tackle why most veterinarians candidly suck at selecting the right position to work. We discuss the following:How to think about due diligence in selecting a role.Why the $ figure is one of the last things you should select based on.Why do you need someone else to review your employment contract BEFORE signing.Why the mentorship and education you get as a DVM matters greatly for your development.There is all this talk of mentorship - but what is it?How to leverage relief work as an experienced veterinarian.The mistakes they've made and seen.AND so much more!Guest LinksRyan's LinkedInMeredith's LinkedInRyan's email - ryan@vincerewealth.com Meredith's email - meredith@vincerewealth.comOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial
6/18/202353 minutes, 38 seconds
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#190 Lauren Jones, VMD - Embracing Change as a Veterinarian

In this episode, I’m joined by Dr. Lauren Jones. Dr. Jones owns Animal Hospital of Chester County and is a Veterinary Strategist for Shepherd Veterinary Software (disclosure– Shepherd has been a sponsor of the show in the past, not currently, and I’m a fan of what they offer). A super unique item that we will jump into is Dr. Jones owns a hospital in Pennsylvania yet lives in Arizona which is fascinating. Her veterinary journey and story (as this is her first podcast appearance)Practice ownership and her experience.What she was most nervous about becoming an owner.How her move from PA to AZ came about. How she is navigating owning and managing a practice remotely.Her journey to Shepherd and her favorite feature.How to think through selecting a PIMs provider. Making new friends as an adultAND so much more!! Guest Links Lauren's LinkedInShepherd's Website SUBSCRIBE ON YOUTUBE Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial
6/11/202344 minutes, 25 seconds
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#189 Peter Tanella, Esq - Niche Legal Guidance in Veterinary Medicine

In this episode, I'm joined by Peter Tanella, Esq who is a partner at Mandelbaum Barrett PC. Mandelbaum Barrett PC is a full-service law firm. Peter co-chairs the firm's Corporate Practice Group and chairs the National Veterinary Law Group. Peter's focus on expertise in veterinary medicine is apparent throughout our conversation.Peter's how and why veterinary medicine. What services they provide and the impact it has.Why understanding veterinary medicine improves the results.The corporate vs. private practice viewpoint from his seat. Common suggestions and mistakes veterinarians need to understand.And so MUCH more!Guest Links Mandelbaum Barrett PC Website Peter's LinkedIn SUBSCRIBE ON YOUTUBE Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial
6/4/202348 minutes, 55 seconds
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#188 VetSnap - Risk Mitigation for Hospitals by Optimizing Controlled Substances

In this episode, I'm joined by Yang Shi and Cecilia Baer of VetSnap. VetSnap makes DEA compliance easy, fast, and consistent. Yang's story for starting and founding VetSnap.What does VetSnap do?What are the differences from corporate and private practice.Why veterinary hospitals are prime candidates for DEA audits. The impact and cost of a DEA audit. How the pen & paper are the current drug book log for the vast majority of clinics. Yang and Cecilia's favorite features of VetSnap.And so much MORE!Guest Links VetSnap Website Yang's LinkedIn Cecilia LinkedInSUBSCRIBE ON YOUTUBE Our Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial
5/28/202356 minutes, 59 seconds
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#187 Jennifer Rozelle - Estate Planning 101

In this episode I'm joined by Jennifer Rozelle who is an estate planning attorney locally to me in central Indiana. Jennifer is a partner and owner in Indiana Estate and Elder Law. Estate Planning is often so overlooked and Jennifer brings a lot of energy to a usually "stale" topic. You'll learn and laugh a bit listening to her share her knowledge and expertise. We discuss:What does an estate plan accomplish?What is probate?What are the core tenants of a "good" estate plan?The difference between a will-based or trust-based plan?Stories of her experience and things to avoid.AND so much more!Show LinksJennifer's LinkedInJennifer's Podcast - Legal TeaIndiana Estate and Elder LawOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
5/21/20231 hour, 4 minutes, 48 seconds
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#186 Tim Ireland, VMD - Veterinary Medicine STILL is a Wonderful Profession

In this episode, I’m joined by Dr. Tim Ireland. Dr. Ireland is the Owner and Medical Director at Newtown Veterinary Hospital in Pennsylvania. He’s been an owner for over 30 years – He is a recent board member of Canine Support Teams and has been a local Track & Field Assistant Coach as well. We cover his veterinary story and ownership experiences. His take on corporate medicine. The shift in the idea of veterinary medicine being a community service vs. a job. Are student loans preventing ownership aspirations?The veterinary community and it's failure to encourage the next generation. Mental health challenges and the current working environment.His practice and hiring and exit planning. His advice to young DVMs. AND SO MUCH MORE.***There is an ownership opportunity here for someone - reach out to Dr. Ireland!Dr. Ireland's LinkedInNewtown Vet Hospital websiteSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
5/14/202347 minutes, 15 seconds
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#185 Kayla Donovan - A Masterclass in Practice Valuation

In this episode, I'm joined by Kayla Donovan, Founder and Veterinary Advisor at Transformation Group Business Advisory. This episode is a deep dive on practice valuation - so for any owner, this is a GREAT listen, BUT I would highly encourage you to head over to the YouTube channel (should subscribe as well) to watch this as Kayla uses a lot of visuals throughout. Kayla's LinkedInTransformation Group Business Advisory websiteOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
5/7/20231 hour, 7 minutes, 10 seconds
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#184 Hailey Gentile, DVM - Nurturing the Next Generation in Veterinary Medicine

In this episode, I’m joined by Dr. Hailey Gentile – Hailey owns Newport Veterinary Hospital in Newport, Vermont. Hailey is also the president of NEVMA. Hailey shares her winding journey to practice ownership and passion for providing mentorship and opportunities to the next generation in veterinary medicine. Her veterinary career story and where she is today.Biggest lessons learned moving from associate to owner. Her biggest concern stepping into ownership. What she's doing today and what she strives to do to educate and teach the next generation. The difference in teaching vs. mentoring. The work she's down in organized veterinary medicine. AND so MUCH MOREHailey's LinkedIn Reach out to her if interested in an associateship role w/ownership opportunities! SUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) OfferFirst (use code "VSP" for 20% off) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
4/30/20231 hour, 11 seconds
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#183 Rahul Chhajed - Veterinary Real Estate Update

Rahul Chhajed is a First Vice President & Senior Director at Matthew Real Estate Investment Services. Rahul leads their healthcare division. Rahul and the team work all over the country and have worked with various different clientele. Rahul has been extremely active in veterinary medicine, and he shares why there is so much value and demand for veterinary real estate today. He joined me over two years ago in episode #77 and is back. The impact rising rates are having on veterinary real estate. The conversations he has had lately which have been impactful.Rahul's suggestions would you have for those who currently own their real estate? What suggestions would you have for those looking to either build/buy?Other important topics and insights!Rahul's LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
4/23/202340 minutes, 38 seconds
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#182 Thad Miller - Private Practice Ownership Opportunities are Abundant

In this episode, I’m joined by Thad Miller, the founder of DVMmatch.com. Thad and the team have a mission to successfully connect veterinarians’ present with their future through practice acquisitions and practice sales. What is DVMMatch and the purpose in Thad's word. The feedback the team has heard from private practice owners at conferences. How "hope" is key word that's coming up a lot. Associate veterinarians and the opportunities that are in the marketplace. Why smaller transitions are ignored by many - and why DVMmatch is different by design.The similarities and differences of dental vs. veterinary medicine. Thad's advice to veterinarians across the country. AND so much more!DVMmatch.comThad's LinkedIn SUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
4/16/202340 minutes, 27 seconds
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#181 Tyler Sugerman-McGiffin, DVM - Educating Internally & Externally for Better Veterinary Care

In this episode, I'm joined by Dr. Tyler Sugerman-McGiffin, an ER veterinarian in Washington. Tyler is also passionate about education within veterinary medicine and shares what he's done and doing to educate his team better. His journey from being a veterinary technician to ER Veterinarian. Why he loves ER medicine, which suits his version of veterinary medicine.The work he's done with K-9 units in the area. His educational passions and why teaching is his passion.His podcast efforts to help teach and train the team & clients. How he deals with the gravity and weight of ER medicine. Mentorship and how it's been successful for him. Tyler's Vetsplanation PodcastTyler's Internal Podcast Link SUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
4/9/202348 minutes, 16 seconds
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#180 Michael Atwood - Improving Incentive Offers in Your Veterinary Practice

In this episode, I'm joined by Michael Atwood who is the co-founder of Oshi a community-driven bitcoin rewards platform. Michael shares why a business should accept bitcoin, how to think about it from an incentive and reward platform. This is a different, but thought-provoking discussion. What is OSHI - why it matters and what they do?Rewards and loyalty programs - how bitcoin perfectly fits and is interoperable EVERYWHERE.How could someone actually use bitcoin in "REAL LIFE". How saving on merchant processing fees leveraging the bitcoin network can lower the cost of care. Running specials and leveraging bitcoin as a discounting method. How to use bitcoin but pay bills due in dollars. A sneak peek on what's on the horizon for business owners.AND so much MOREMichael's Twitter Sign up for Oshi for FREE HERESUBSCRIBE ON YOUTUBEOur Sponsors LifeLearnGuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
4/2/202343 minutes, 26 seconds
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#179 Paul Diaz - Offer First: Reducing Cost & Time for Veterinary Professionals

On this episode, I welcome one of the most recognizable guests to return to the show Paul Diaz. Paul is the Founder of Hire Power Consulting and the Founder & CEO of Offer First. Last but not least, he has been the vocal leader of the #endtheveterinarynoncompete. Paul and I dig into the work he is doing to improve and simplify hiring in veterinary medicine. The reception and conversations he had at VMX and WVC. He shares a couple of stories.The Federal Trade Commission and the proposed Rule to ban non-competes and what he's done there. What is OfferFirst?Why OfferFirst?How will OfferFirst help private practice owners?Paul's question to me.If you know Paul this conversation is anything but boring...Paul's LinkedInOfferFirst - use code "VSP" to let Paul know where you heard about it!SUBSCRIBE ON YOUTUBEOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
3/26/202358 minutes, 18 seconds
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#178 Keith True, DVM - Helping Veterinarians Reach Their True Potential

In this episode, Dr. Keith True, a veterinarian, and entrepreneur joins me. He is a managing partner at the Animal Care Center of Downers Grove, a Member of the Board of AccessVet, and the Founder of True Vet Potential (which we will spend the most time on today). We discuss the following:How we met and got to know each other.What is True Vet Potential - why it matters. The three stages of Dr. True's progression through TVP.The idea of compassion and finances not being mutually exclusive. Ownership options - corporate vs. private practice.The four areas which are causing burnout.Why job titles don't define people.And so much MORE!True Vet Potential Website Dr. True's LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
3/19/202358 minutes, 16 seconds
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#177 - What is Happening? SVB Review & The Impacts

In this midweek episode, I couldn't address the major issues going on in the financial system. The Silicon Valley Bank's (SVB) collapse has triggered some significant events; those impacts will be felt far and wide. My take, and hopefully, this will bring things into context for you. 👇 GREAT Episode to learn more about the details of the SVB collapse 👇Parker Lewis | Dissecting the Banking CrisisSUBSCRIBE ON YOUTUBEOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
3/16/202325 minutes, 32 seconds
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#176 Cindy Trice, DVM - The Clinic is Your Client: Relief Work in Veterinary Medicine

In this episode, I'm joined by Dr. Cindy Trice, the founder, CEO, and expert at giving compliments at Relief rover. She’s known for being social, entrepreneurial, and easygoing – you will pick up on that as we go. Also she is an entrepreneur as well and co-founded KickIt Pajamas. Last but not least, she is a cancer survivor, and we also talk about that. What were her biggest takeaways from VMX 2023.The mission and goal of ReliefRover.What do you think is most misunderstood about relief work in veterinary medicine?What advice she'd give those looking at doing relief work?Why dentistry is a gap still in veterinary medicine. A memorable speaking moment and lessons from her career. The story of KickIt Pajamas and how cancer sparked her desire to create something. Her question for me and SO MUCH MOREReliefRover KickIt Pajamas Cindy's LinkedInSUBSCRIBE ON YOUTUBEOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
3/12/202353 minutes, 46 seconds
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#175 Adrian Valente - Payment Options Allow Clients to Say "Yes"

In this episode, Adrian Valent of Sunbit joins me to discuss ensuring clients can cover care. Adrian is a director at Sunbit and is the training and enablement guru. We dig into Sunbit during this show. Simply put, Sunbut allows someone to pay for something like veterinary care and pay via a simple installment payment over time.What is Sunbit and why veterinarians should care?What is a "deferred interest trap" for consumers?How Sunbit is able to approve 9/10 applicants.How someone with the same credit score can get different offers. What are the got ya's or things to be aware of? How does Sunbit worth with veterinary hospitals?How training is core to the success of Sunbit.The Sunbit and Shepherd Veterinary integration. And so much more! Sunbit's Website Adrian's LinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
3/5/202349 minutes, 1 second
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#174 Radio Show - Are Signing Bonuses the New Non-Compete?

In this radio, I'm joined by guests Meredith Jones, DVM, and Ryan Koopmans, DVM, to discuss Sign-On Bonuses or Signing Bonuses in veterinary medicine. We riff on the topic and discuss the trade-offs - as with anything, it's nuanced. Are huge signing bonuses a HUGE 🚩? Pro-ration on signing bonuses and why that matters. Do they make veterinarians feel "trapped" at an employer?Are they beneficial, or are there other options one should ask for?Will a recession hurt those paying higher signing bonuses?Is a retention bonus the answer?And so much more SUBSCRIBE ON YOUTUBEDebt Free Vets Facebook GroupVeterinary Financial Summit (VFS) Meredith's LinkedInRyan's LinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
2/26/202346 minutes, 37 seconds
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#173 Liz Barton, DVM - What is our purpose in veterinary medicine?

In this episode, I'm joined by Dr. Liz Barton. Dr. Barton is the Head Of Communications at VetCT - whose mission is to make the veterinary world a better place through trusted knowledge, support, and education at the point of need. As well as being a Co-Founder of WellVet. WellVet's mission is to cater to the veterinary team's mind, body, and soul through sports, hobbies, social connections, and personal development workshops. Her journey in veterinary medicine.Passions and projects she's worked on. Answering the question of "is this it" in veterinary medicine. Smashing through taboo topics. How financial management/planning is so important for flexibility Building and Leaning on Support Networks throughout your career. How to be equipped to be mindful and have the resources to put in maximum effort. Menopause and Veterinary Medicine. Skills that are transferrable as a veterinarian. Dr. Barton's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
2/19/202348 minutes, 30 seconds
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#172 Dr. Jeff Rothstein, MBA - The Value Threshold & Exponential Growth

In this episode, I'm joined by Dr. Jeff Rothstein. Dr. Rothstein is a DVM and MBA; he is the founder and Co-President of Mission Veterinary Partners, which operates over 320 clinics in 35 states. Dr. Rothstein has written over 100 articles for various practice management publications, and the accolades and his bio are impressive, to say the least. We discuss the following:A brief history of his career; for a more in-depth look, check out the latest VFS podcast (see below).The idea and term "wage-flation" and why that's meaningful to veterinary medicine. Mentoring and why it's vital in helping younger veterinarians hit production and succeed both financially and professionally. Why are veterinarians afraid to fail? Various ways to distribute veterinary medicine profits- profit-sharing and/or equity ownership. The veterinary shortage might not be a problem for current DVMs and his non-consensus view. Is private practice still viable in 2023 and beyond?What is the value threshold and hitting exponential growth as a private practice to be more attractive for acquisition? His question for me and so much more!Dr. Rothstein's LinkedIn VFS Podcast w/Dr. Rothstein Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
2/12/202356 minutes, 43 seconds
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#171 Michael Shirley - Energizing & Growing a Veterinary Hospital

In this episode, I'm joined by Michael Shirley, the Chief Empowerment Officer at Family Pet Health in Murfreesboro, TN. Michael and his wife Dr. Amy Shirley, own the clinic. He's also a podcast host of The Family Pet Podcast. Michael and I sat down at VMX to record an episode you will surely enjoy. His journey from schoolteacher to CEO of a veterinary hospital.How the process of buying and building the hospital happened.The entrepreneurial risks that have been taken to grow and embark on a brand new build.The team and growing with the right people. The hospital design and goals of the new space. AND so much more!Michael's LinkedIn The Veterinary Leadership Book ClubThe Family Pet PodcastBooks Mentioned by MichaelRadical Candor The Energy BusOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
2/5/202356 minutes, 7 seconds
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#170 Dan Gray, DVM - Lessons from Practice Ownership: Sell the Experience

In this episode, I'm joined by Dr. Dan Gray of Gentle Vet Animal Hospital whose story is one that is unique, yet shares some of the challenges of getting to practice ownership. He's also hired multiple DVMs and is currently working on building a brand new hospital in Green Bay, WI which he shares those challenges as well. Enjoy! His journey from Iowa State to associateship.Purchasing the current hospital.Lessons learned from hiring and recruiting the team.Best/Worst advice given throughout his career. Why it's called "practicing medicine" - embrace mistakes.A non-consensus view on the profession.Lessons from a new build and all that goes with it. He digs in and asks me about bitcoin and challenges me on a couple of items.Smaller government And so much more! Books/Videos MentionedStart with Why Never Split the DifferenceTurn the Ship Around Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
1/29/20231 hour, 34 minutes, 9 seconds
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#169 Meredith Jones, DVM - What Most Financial Advisors Miss When Working With Veterinarians

On this episode, I’m joined by a familiar face and voice, Dr. Meredith Jones. She is the founder of the Veterinary Financial Summit, The Debt Free Facebook Group for Veterinarians, and recently and excitingly started a new role that we’ll get into. Meredith's new role as a financial planner with Vincere WealthWhy she decided to make the switch and become a planner.How she feels being a DVM allows her to provide different advice and guidance than non-DVM advisors. When are student loan planning conversations more complex, and what to look out for?What's missed most in financial planning for veterinarians? CE and financial educationHer thoughts on bitcoin and more.Book an intro call with Meredith to chat about finances Meredith's LinkedInVeterinary Financial Summit Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
1/22/202334 minutes, 6 seconds
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#168 Radio Show - Big Picture, Investment Landscape, and 2022 Review

Enjoy this solo episode where I share what I've been watching from a big-picture view, investment-oriented, and then work into other ancillary areas. Stocks and Bonds Worst Year since 1871. Investing Playlist - Vet Success M2 Money Supply Chart Bloomberg Chart on Distressed DebtInverted Yield Curve Fastest Drop in Housing on RecordHousing Collapse Worst Year for Global BondsBitcoin is not a Hedge - Parker Lewis US Stocks vs. WorldETH centralization problems Holding Bitcoin is painful most of the timeOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) Northern Indiana
1/15/202335 minutes, 27 seconds
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#167 Zach Coston, DVM - Overcoming Obstacles to become a Practice Owner

In this episode, I'm joined by Dr. Zach Coston, the Fulton County Veterinary Clinic owner in Rochester, IN. Zach's story should encourage and inspire current and future owners to overcome challenges and find their place in veterinary medicine that fits their desires. Dr. Coston and I discuss the following and so much more:Zach's background and history from kennel tech, Purdue, associateship, to practice owner. The process of purchasing the clinic and the issues that presented themselves.The team and structure today at the clinic. His relationship with the team and how they are also closely knit outside of work.Where has he spent $ to see ROI in the practice since buying? Where else does he want to upgrade?Goals personally and professionally and how those have changed. What service/product/system would he like to see not offered yet? We chat about recessions and veterinary medicine.Zach and the team are looking for a great associate - if interested, check out the job posting HERE. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) British Columbia, CA
1/8/202347 minutes, 57 seconds
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#166 Mike Petty, DVM and Thomas Kile - Using Pattern Recognition w/Gekkovet

Today I'm joined by Dr. Mike Petty, the owner of The Animal Pain Center, a referral facility in Canton, MI, and author. Thomas Kile also joins me, a repeat guest; Thomas is a 4th-year veterinary student at Washington State University and was on episode #144 previously. Dr. Petty and Thomas will chat through Gekkovet today with me, amongst other things, regarding diagnosing and treating patients. Dr. Petty's history and background. Gekkovet overview and what it does for veterinarians. 2023 VMX pitch competition finalist and what that entails. Does Gekkovet commoditize and remove the veterinarian's autonomy? Integrating with PIMs and other veterinary tools. PetCompass (only available in Finland at the time of recording)And so much more! GekkoVet's WebsiteDr. Petty's LinkedInThomas Kile's Instagram Thomas Kile's LinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) APEX Design Build Panacea Financial Shepherd Veterinary SoftwarePoint Grey Veterinary Hospital - Associateship Role HEREInnovative Veterinary Management Solutions (IVMS)Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) British Columbia, CANorthern Indiana
1/1/202344 minutes, 21 seconds
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#165 Stuart Sutphin - Personal Finance: Circumstances, Opportunities, and Pursuing

I’m joined by Stuart (Stu) Sutphin of Open Doors Financial Planning in this episode. Stu is a member of the Veterinarian Financial Advisor Network or VFAN. Stu is a CERTIFIED FINANCIAL PLANNER and has some specialization in behavioral finance, transition planning, and career/family planning. We talk about personal finance, the role of a community, and behavioral finance. Stu's background and why veterinary medicine?How he would explain what is behavioral finance?Why it matters?Best resources to learn more.How community has been and is essential to him and the need for all of us to find that.Non-consensus views he holds other planners might not. So much more!www.opendoorsfp.com4th Turning Article Mentioned by Isaiah Job Links from the end of the episode Central Indiana Fort Walton Beach (email: baysidevet251@yahoo.com)Northern Vermont (email: newportveterinaryhospital@gmail.com) British Columbia, CANorthern Indiana Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
12/25/202236 minutes, 46 seconds
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#164 Lucas Pantaleon, DVM and Wendy Hauser, DVM - Value Based Care & Beyond

In this episode, I’m joined by two guests, Dr. Wendy Hauser and Dr. Lucas Pantaleon. Dr. Houser is the found of Peak Veterinary Consulting, Speaker, and Author. She has 30+ years of experience in veterinary medicine. Dr. Pantaleon is an equine veterinarian and DVM One Health Industry Advisor, among many other things related to veterinary medicine. We discuss:Value-Based Care and ownership amongst various professionals.How value-based care is similar and different to human health.The challenges/issues with value-based care. Chatting through the piece they co-wrote on wellness plans for chronic issues for Today’s Veterinary Business. Insurance and care outcomes - why pets are property is an extremely important distinction. And so much more - this was a great deep dive into improving care and considerations to have. Wendy's LinkedInPeak Veterinary Consulting Lucas's LinkedInDVMOneHealthOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
12/18/202245 minutes, 37 seconds
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#163 Isolde Baylor, DVM - When in Doubt Take the Picture

In this episode, I'm joined by Isolde "Iba" Baylor, DVM, who is a practicing veterinarian and owner of Images by Iba. We discuss her journey within veterinary medicine and her passion for photography, why that matters, and the impacts seen and unseen. Her background and interest in photography.The power of networking both inside and outside of veterinary medicine. Her experiences and stories of taking photos in veterinary settings and conferences.The power of mentorship.How confidence comes from the eyes - and the ability of great photos to tell a story.Thoughts on tips for better telemedicine that are rarely discussed. And so much more!Dr. Baylor's LinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
12/11/202254 minutes, 39 seconds
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#162 Intentional Business Leaders Society - Veterinary Cohort Announcement

A special announcement for 2023 - a veterinary cohort of the Intentional Business Leaders Society. Tune in for more details and also visit www.intentionalleaderssociety.comCALENDLY LINK to schedule a call to learn moreTo connect on this, as mentioned above, click the Calendlylink or email me at isaiah@veterinariansuccesspodcast.com or jim@intentionalleaderssociety.com. We can discuss the ideas and more in-depth on the group's structure. I look forward to this and hope you’ll join me for a transformational 2023!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
12/4/20229 minutes, 14 seconds
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#161 Angela Hofmann, DVM - Autonomy & Independence as a Practice Owner

In this episode, I'm joined by Dr. Angela Hoffman, who is a practice owner in beautiful San Diego, California. Angela and I connected recently, and I’ve talked about practice ownership and the opportunities but I wanted to highlight someone doing it and having fun while growing. Dr. Hoffman, thanks for coming on the podcast. The journey of becoming a veterinarian and how it was her second act career-wise.How a failed succession plan sparked her to try things a different way. How networking helped her find practice ownership.Her acquisition story. What it takes to be a successful practice owner. The relationship she has with her team and the business.And so much more!The Partnership Charter - David GageThe San Diego DVM InstagramWebsite Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
11/27/202259 minutes, 52 seconds
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#160 Andy Schoonover - Community Funded Healthcare

In this episode, I’m joined by Andy Schoonover, CEO of CrowdHealth. Crowdhealth is a crowd-sharing solution to healthcare, allowing individuals and families to take charge of their healthcare. Tune in for a great discussion on how to lower healthcare costs and improve overall care. Andy's background and, in his words, what Crowdhealth is.Insurance and its impact and why veterinary medicine should be wary of mass adoption. How health sharing plans are ideal for 1099 and small business owners. We then dig into questions on Crowdhealth and the problems it is solving. SPECIAL - use code "VET" for $99 for the first three months of using Crowdhealth.CrowdHealthCrowdHealth's Twitter (great resource and referenced a couple of times)Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
11/20/202253 minutes, 26 seconds
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#159 Kevin Lowe, DVM - Low Time Preference Medicine

In this episode, Dr. Kevin Lowe joins me for a fantastic discussion. Dr. Lowe is the owner of Flint River Animal Hospital. Dr. Lowe has some non-consensus views on topics within veterinary medicine and life that we explored. He gets technical, so this is a great one for those who want more medical discussion. Also, he is a bitcoiner which is how we connected, so we’ll talk about that as well and how it's impacted him. We run out of time to fully get into bitcoin - so he'll be back for a full discussion there later on. Enjoy! Why veterinary medicine? – His back story for how and why he went to Auburn for vet school.The struggle and journey to practice ownership. How he and his dad bonded over his practice start-up.The struggles with mental health and physical health. Corporate medicine and time preference.The moral hazard of negative accrual and production targets. The world of corporate buy-outs and what he's learned. Nutrition in veterinary medicine and his own journey. How he has changed recommendations on pet nutrition Why do most veterinarians not understand bitcoin, and who does get it? References mentionedThe Bitcoin Standard Tan Man Substack Why We Get Sick The Big Fat Surprise: Why Butter, Meat and Cheese Belong in a Healthy Dietwww.seedoilrebellion.comOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
11/13/20221 hour, 4 minutes
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#158 Radio Show - Team Building Matters for Sustained Success

In this radio show, I share an article by Michele Drake, DVM, CVA, on dvm360.com titled "Team building is crucial to a successful practice"Job Postings Central Indiana - GP & Equine Practice Fort Walton Beach Practice - email baysidevet251@yahoo.comOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
11/9/202217 minutes, 8 seconds
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#157 Jason Coppens - Back to Basics & Bringing More Efficiency in Your Practice

I am joined by Jason Coppens of Coppens Business Strategies in this episode. Jason is a return guest and has joined me on the show for episodes #17 and #129 - I highly recommend checking out those episodes. Jason's episodes are some of the most downloaded and consumed so I had to bring him back to share more wisdom. State of veterinary medicine - seeing ATC ⬆ and invoices ⬇The cooling off of new patients and pick-up of dormant patients. The pre-pandemic tasks and protocols that have fallen by the wayside. Hiring/Training/Onboarding - a masterclass in successful integration within the team.Services and ideas that are overlooked and opportunities to increase efficiency and profitability.There are nuggets of wisdom shared throughout - grab a notepad and don't listen on 2x speed. Coppens Business Strategies Job Posting Central Indiana Equine + Small Animal Position Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
10/30/202251 minutes, 13 seconds
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#156 Michael Jerkins, MD, M.Ed and Brandon Finazzo - A Common Sense Approach to Banking and Financing

In this episode, I'm joined by Michael Jerkins, MD, M.Ed, and Brandon Finazzo of Panacea Financial. Dr. Jerkins is the president and co-founder, and Brandon heads their Practice Solutions. In this episode, we cover the personal and professional solutions Panacea offers to veterinarians. The origin story and the problems Dr. Jerkins found as he went through medical school. How a personal loan for veterinarians at various stages (4th year, resident, and in-practice) and how each might be utilized. The 3% interest rate on personal checking and savings.An overview of the practice solutions offering (practice purchase/real estate/equipment).Areas as an owner to think through on selecting a financing partner.And so much more! Panacea Finanical Panacea's Blog Brandon's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
10/24/202249 minutes, 23 seconds
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#155 Radio Show - Capturing Lost Revenue w/o More Appointments

In this show, I break down Dr. Peter Weinstein's article in Today’s Veterinary Business called “Win Back the Drug Dollars.” Dr. Weinstein was a guest on show #37, and I'd highly recommend checking out that conversation. I've had a lot of conversations lately about online pharmacy revenue and view this as a lost revenue center - that's often overlooked because everyone is so busy. Grow revenue without more appointments and increase compliance - sounds like a match made in heaven for a practice owner. Enjoy!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
10/17/202214 minutes, 34 seconds
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#154 Shannon Gregoire, DVM - Brainstorming Practice Ownership

In this episode, I'm joined by a repeat guest, now officially Dr. Shannon Gregorie. Shannon was originally a guest in episode #70 as a veterinary student at Western. She's now an associate working at a general practice in the northeast. The episode is a continuation of her story, as she wants to be a practice owner badly. When episode #150 came out, talking about the opportunities to become an owner, and Shannon talked about wanting to collaborate on it. I invited her on to just discuss her desires and have an unstructured but fun conversation. We discuss her vision, what matters most, and what life is like as a doctor. Enjoy! Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
10/9/202257 minutes, 50 seconds
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#153 Marie-Eve Allard: Building Better Veterinary Spaces by Building Relationships

In this episode, I’m joined by Marie Allard, who is the Founder of Planimal. Who is Planimal, and what do they do? The short answer is they are Veterinary Architects who care. Planimal helps you build your project from A to Z. Marie started Planimal just over seven years ago. Enjoy this conversation with Marie Allard! The origin story of how she became focused on veterinary medicine - you'll never guess!How architecture impacts us emotionally and physically. How hard conversations and being open and transparent are paramount for success during a project. Why the finances matter - upfront and during any project. Lessons learned and areas to avoid for veterinarians looking at a redesign or new build. How to be creative to capture the desired look and feel of an owner(s) project. And so much more! Planimal's WebsitePlanimal's Instagram Marie's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
10/3/202251 minutes, 45 seconds
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#152 Dr. Jonathan Leicht - Conscientious Planning for What's Next in Life and Work

In this episode, I'm joined by Dr. Jonathan Leicht, who is the CEO of Mosaic Veterinary Partners. Jonathan is someone I’ve been fortunate to get to know in his work with Dr. Michael Bugg on the veterinary podcast The Veterinary Project. He is a strategic advisor to Vetsie. Jonathan has scaled and grown many practices and was responsible for some of the largest specialty hospitals in Western Canada. I consider Jonathan a polymath and is well versed in several disciplines, so our conversation goes in various directions. You'll enjoy this one!The backstory of how Dr. Leicht arrived at his position today and the experiences that shaped that journey. The "blue ocean" of veterinary medicine for veterinarians today.The corporate and non-corporate world of veterinary medicine - the advantages and disadvantages of each. Scaling to beyond oneself as the "doctor" of a clinic. How does ownership align interests? Staffing and payroll challenges as inflation heats up. How to think about price increases.Spending $ on facilities, equipment, and CE for the business. The public perception of veterinary medicine in terms of compensation. We have a fun riff on Ethereum and "The Merge" at the end - for those that have 0 interest, there is a good segment post that conversation as well! The Veterinary ProjectDr. Jonathan Leicht's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
9/26/202241 minutes, 8 seconds
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#151 [Replay] Top Ten Questions to Ask a Financial Advisor

In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions. We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call. We hope this helps you make the best decision when you decide to talk to someone. Some other great resources are below: 10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP BoardTough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA)Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
9/19/202229 minutes, 12 seconds
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#150 The Time for Ownership has NEVER been better

This past week the conversation around ownership was discussed by so many around me in various ways. I needed to get this off my chest - private practice ownership is a fantastic opportunity at the moment, and one I'd say is golden. Tune in for the why and a special tease of an upcoming project. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
9/12/202226 minutes, 38 seconds
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#149 Radio Show - Supercharge Rewards on ALL Spending (Yes, including Bills)

In this episode, I share the incredible ways to earn rewards in bitcoin on almost everything you spend money on today. Yes, everything - credit card bill pay? Yes! Your mortgage? Yes! Tune in to learn about how I leverage tools to make this happen and how you can as well. Tools mentioned for you to maximize those savings!FoldStrikePay with MoonBitrefill LolliArticle on Mortgage Repayment via Fold and PayPal Article on the topic on the Veterinarian Financial Advisor NetworkArticles referenced The Bullish Case for Bitcoin – Vijay BoyapatiGradually, Then Suddenly – Parker Lewis  The Bitcoin Standard: The Decentralized Alternative to Central Banking – Dr. Saifedean AmmousBitcoin First: Why Investors need to consider bitcoin separately from other digital assetsBitcoin Fundamentals  Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
9/6/202220 minutes, 32 seconds
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#148 Radio Show - Student Loan Update & What Actions You Should Take

In this radio show, I review and share the update from the White House announcement on President Biden's Announces Student Loan Relief for Borrowers Who Need It Most. I believe the decision's ramifications begin with a continued loss of the dollar's purchasing power (monetary debasement) and a general debt jubilee. You have been told that you need to focus on acquiring assets and not prioritizing paying down debt. While that seems backward - we are in an interesting point in history. Please tune in for my entire thought process.Financial Coach MeaganVeterinarian Financial Advisor NetworkShould you request a refund on student loan payments made during the pause? - my two cents are probably. Professor Kyle Welch's postOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
8/28/202224 minutes, 8 seconds
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#147 Radio Show: Sales is not a dirty word

A recent article in Today’s Veterinary Business from Dr. Erine Ward titled “Howto Not Talk Like a Salesperson” prompted some good ideas for a quick conversation on how to think about sales and veterinary medicine. Enjoy!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
8/23/202211 minutes, 43 seconds
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#146 Radio Show Investing Series: Gold

Gold - a barbarous relic or portfolio diversifier? I take on the idea of gold and portfolio construction and share and shatter some myths around the shiny metal. You'll walk away with a much better understanding of why Gold matters. Enjoy! Distribution of gold demand worldwide by sector in 2021Chart: How Much Gold is in the World?Which Nations Have Been Buying Gold?History of the Gold Standard (w/ Grant Williams) - excellent watch highly recommend. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
8/15/202217 minutes, 5 seconds
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#145 Sustainability in Equine Medicine - Disrupting through Education and Collaboration

In this episode, I'm joined by Dr. Stacey Cordivano, Dr. Misty Gray, and Dr. Kelly Zeytoonian. This is a fun group conversation and the most guests in one episode so buckle up – Stacey, Misty, Kelly, and Dr. Cara Wright (not able to join for the recording) are the founders of the Sustainability in Equine Practice Seminar & Retreat, which has a goal of “Disrupting Equine Veterinary Medicine Through Education and Collaboration” - enjoy! The basics – how and why start a seminar and retreat? The relationship of the four and how they met. The equine industry as a whole, and the opportunity and challenges. What the seminar has done and its goals. Areas of content needed most today in equine medicine. What they would do with an unlimited budget for the seminar and who'd speak/join.And so much more!The Fall Seminar & Retreat is from September 29th through October 2nd in Seattle, Washington. There are one, MAYBE two spots left as of the podcast release. Sustainability in Equine Practice Seminar & Retreat - Website Instagram PageOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
8/7/202248 minutes, 22 seconds
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#144 Veterinary Student Takeover - Thomas Kile & Max Wunsche

In this episode, I'm joined by Thomas Kile and Max Wunsche. Thomas is a DVM candidate at Washington State University Class of 2023. Thomas is the past marketing director for the National Veterinary Business Management Association (VBMA). Max is a DVM candidate at the University of Georgia class of 2024. Max is active within the local UGA VBMA chapter in Athens. Favorite VBMA topics they've heard shared from guest speakers.What they are looking for in their first job out of school.Goals for their careers.Questions they and their peers have about career and personal finance. Thomas LinkedIn Thomas' InstagramMax's InstagramOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
7/31/202236 minutes, 57 seconds
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#143 Paul Diaz - Non-Competes: A Mechanism for Control & Greed

Today I’m joined by Paul Diaz of Founder and Principal Consultant at Hire Power Consulting. Paul is a former Marine who, post service found his way into the veterinary world working for one of the largest corporations in the space and helped grow the talent pool over his time there. He started Hire Power Consulting in 2020 and is on a mission to end the non-compete in veterinary medicine. If you don’t follow Paul on LinkedIn, you are missing out – his straightforward no, BS style is what caught my attention and made this a must interview. He is poking fun at the lack of consistency in the broader veterinary community for talking a good game but not following through on their promises. Paul's background, experience, and expertise.The difference between non-competes and non-solicits Retention and the idea of abundance vs. scarcity The reason the veterinary shortage can be attributed to non-competes.How Paul made the hard pivot and change in his business and the story behind his passion.The best vs. worst employment contracts in veterinary medicine. Paul's LinkedInSuffer In Silence; How the Non-Compete Damaged a VeterinarianEnd the Veterinary Non-Compete Requirement - Petition Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
7/24/202249 minutes, 24 seconds
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#142 Radio Show - The importance of bitcoin self custody

Bitcoin is a bearer asset, meaning you can hold the keys to your bitcoin yourself. When you hold your own Bitcoin keys you are in direct control of your money. If you have bitcoin on an exchange, you don’t have bitcoin. You have an IOU. Learn why and how to take self custody of your bitcoin. #84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine#113 Radio Show - Bitcoin Rebuttal: An Honest Reply to The White Coat Investor#135 Radio Show - bitcoin not CryptoSwan BitcoinBitcoin Q&ABitcoin Wallets: How, Why and When to Hold Your Own Private KeysBitBox 02 Wallet - Start HEREOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
7/18/202218 minutes, 13 seconds
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#141 Radio Show - 15 things to do in a Recession

Are we in a recession already? Spoiler alert - I think yes. What is a recession? What should you do to get through it? I share some sobering stats and then provide some actionable advice to help you get through a recessionLinksConsumer Loans: Credit Cards and Other Revolving Plans University of Michigan: Consumer Sentiment 2Yr vs. 10Yr - TradingViewCam Harvey InterviewHow The Finance Prof Who Discovered The 'Inverted Yield Curve' Explains It To GrandmaThe State of the Economic Union - The Veterinary Project PodcastOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
7/6/202226 minutes, 51 seconds
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#140 Radio Show Investing Series: Commodities Good or Bad for your portfolio?

In this episode, I dive into the world of commodity investing - share some insights into how you might want to approach investing and diversifying your portfolio with commodities. Ultimately, what do the research and data show? Tune in and read the research pieces below to help become a better investor. What are commodities?What research supports owning them over the short, medium, and long term?How do you invest in them? What are managed futures?What makes them investable?Sample allocations and performance history.Why don't people own them very often?Other thoughts and suggestions. Further ReadingStealth CTAs - Away from the negative hedge fund news, systematic and trend are doing wellA Century of Evidence on Trend-Following InvestingThe Benefits of Managed Futures 25 Years LaterCOMMODITIES FOR THE LONG RUNTrend Following in a Time of Crisis220 - Andrew Beer, Dynamic Beta Investments - Can You Match Or Outperform Leading Hedge FundsTHE BASICS OF ALL-WEATHER INVESTINGBLNDX[ing] Trend Following and Global Equity with Standpoint’s Eric CrittendenWhy Trend Following?Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
6/28/202230 minutes, 51 seconds
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#139 Radio Show - The Housing Bubble is Bursting

Housing is one of the most discussed topics in conversations lately with clients - here is a take on what the numbers are showing and what you can and should consider prior to purchasing a home at the moment. Resources:The US Housing Affordability Index"Facing Years Of Fewer Home Sales" - Compass, Redfin Slash Workforce Amid Affordability CrisisReal estate companies lay off workers amid ‘clear signals’ of a housing downturn.Housing Stats 106% increase in monthly mortgage paymentOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
6/20/202216 minutes, 49 seconds
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#138 Josh Vaisman - The Leadership Guiding Principles for Veterinary Medicine

In this episode, I'm joined by a previous guest Josh Vaisman who is the Co-Founder of Flourish Veterinary Consulting. Josh's experience and empathy for veterinary medicine is incredible and as you with learn he's a joy to listen to. DO NOT forget to sign up for the survey he and the Flourish team have put together HERE. The growth and demand for Flourish since we spoke pre-pandemic What's changed? What are most practices asking for?The Positive Leadership Framework.The idea of putting effort into the people you work with and who work for you. The four P's (Psychological Safety, Purpose, Path, and Partnership) Josh's hiring process and outcome for team growth (definitely worth taking some ideas from). WebsiteInstagram Facebook PageJosh’s LinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
6/12/202248 minutes, 58 seconds
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#137 Radio Show Investing Series: Using Trends to minimizing losses and compound

In this episode, I dive into a style of investing called Trend Following or Momentum. Designed to minimize portfolio drawdowns. Being rules-based, investing removes emotions from decision-making. Investing broadly across asset classes and geography provides investors with more opportunities to see returns. The research supports the approach to lower risk and potentially enhance long-term returns. There are loads of data from research that provides strong out-of-sample evidence that there is consistent, long-term evidence that trends have been pervasive features of global stock, bond, commodity, and currency markets. If you want to learn about something a bit more unconventional, you are in the right place. Below are some of the best pieces I've read on the topic. Trend Following: The Epitome of No Pain, No Gain The Behavioral and Performance Benefits of Trend Following A Quantitative Approach to Tactical Asset Allocation Learning to Play Offense and Defense: Combining Value and Momentum from the Bottom Up, and the Top DownTrend Following is EverywhereMOMENTUM IN IMPERIAL RUSSIAOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
6/6/202226 minutes, 36 seconds
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#136 Radio Show Investing Series: Bonds

In this episode, we continue the education deep dive into investing by talking about bonds. Often called fixed-income - bonds are more complex than stocks and require a more nuanced understanding to understand the risks/returns in investing in them. Most investors today are owning them in a mutual fund or ETF. Hopefully, this episode provides you with a lot more knowledge than you had prior. I answer:What is a bond or fixed-income.Bond structures and terms.Types of bonds.Risks of bonds.Bond knowledge and what to look out for. Bond Educational Blog Posts referenced INTRODUCTIONS, BASICS AND BOND MATHBOND RISKS AND CONTAGIONBITCOIN PORTFOLIO INSURANCE: BTC VALUATION MODELSOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
5/22/202223 minutes, 26 seconds
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#135 Radio Show - bitcoin not Crypto

In this episode, I highlight why it's bitcoin and not crypto that you want to focus on. The recent price action and news have made it top of mind to highlight some important items and lessons to learn from others. At the time of recording Bitcoin's price was $29,990. Links Mentioned Episode #84 - Bitcoin for ALLBitcoin First LUNA Tweet ThreadOnly the Strong SurviveEthereum's Centralization Dilemma Through Lido StakingRWM WisdomTree Crypto Index Bitwise 10 Crypto IndexOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
5/17/202220 minutes, 25 seconds
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#134 Pawsibilites - Increasing the Veterinary Network

In this episode, Dr. Valerie Marcano and Dr. Seth Andrews of Pawsibilites Vet Med. Dr. Marcano is a University of Georgia College of Veterinary Medicine graduate. Currently, Valerie is a poultry veterinarian in North and South Carolina. She is also the chair of the first-ever Diversity and Inclusion Committee of the American Association of Avian Pathologists (AAAP). Dr. Andrews earned his Ph.D. in Biological Engineering from the University of Georgia. He also served as the president of the University of Georgia’s Engineering Graduate Club.The mission of Pawsibilites Vet Med.How the network is more expansive than focusing only on DVMs.How they are building a pipeline of diverse talent finding veterinary medicine at a younger age. DEI conversations - what's worked and what has not. Where the future is and what's in store for the mission.What they are most excited about today. www.pawsibilitiesvetmed.comFacebook PageInstagramLinkedInOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
5/8/202228 minutes, 15 seconds
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#133 Radio Show Investing Series: Retirement Accounts 101

I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are retirement accounts? What can I do? What's best? What is a Traditional or Roth account? Best place to save? If you've ever asked these questions this episode is here to help you think through what's best and provide a framework to learn from. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
5/1/202225 minutes, 13 seconds
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#132 Justin Weaver - Preparation for a Practice Sale: A Discussion

In this episode, I'm rejoined by veterinary attorney Justin Weaver of Oberman Law Firm. Justin has an extremely high concentration of veterinary clients and is a well of knowledge on all things legal and veterinary medicine (except for litigation as he lets you know). In this broad conversation, we build on our episode #41 to help a current owner think through a practice sale. An update on the market for veterinary practice demand - seeing a little slowdown. The backdrop on the ingredients for a sale environment. Scheduling and timing of a sale. Non-competes and a sale.The challenges of actually proceeding with a life-changing transaction. Private vs. Corporate and what the future may hold. What's the actual valuation of the stock/equity doctors often get. Gotchas to be aware of Oberman Law FirmJustin's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
4/24/202248 minutes, 35 seconds
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#131 Radio Show Investing Series: What are stocks?

I've heard and felt a need from an investing standpoint to provide content to build up the knowledge veterinarians have - so I'll be doing more of these (as long as you listen and like them) to do what I can to educate. So what are stocks?I tackle the basics, and we will grow from here and step into becoming a little more technical as we go - but wanting to get the building blocks correct first and foremost. Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
4/18/202213 minutes, 49 seconds
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#130 Michael Graham II, DVM - Building Confidence in Veterinary Medicine

In this episode, I'm joined by Dr. Michael Graham II. Dr. Graham, II is the owner of Premier Veterinary Consultants, LLC and a practicing veterinarian. He received his DVM from LSU and his MBA from Loyola University New Orleans. He brings a unique combination of medical operations with business education. His goal is to create a positive, meaningful impact in veterinary medicine. His clinical and personal journey to today.The impact of mentors early in a career and how that shapes your future. The client experience and how that can lead to personal growth as a DVM. His view on private vs. corporate. Young veterinarians and complex cases vs. wellness-only. Dr. Graham's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
4/10/202249 minutes, 51 seconds
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#129 Jason Coppens - Every Veterinarian Undercharges for Their Services

In this episode, I am joined by Jason Coppens of Coppens Business Strategies. Jason is a return guest and first, come on the show for episode #17 back in 2019. Jason’s episode is one that has been highly listened to and someone I’ve learned a ton from. So I wanted to bring Jason back and talk through a couple of areas we didn’t get to last time. We still don't get through everything I had planned, but this one is again full of actionable data. Updates and changes he's seen since we chatted in 2019, what hasn't changed. Pricing Strategy - when/how to raise prices and a format to evaluate it all. Scheduling and room flow with patients for efficiencies.The opportunity in Urgent Care. How to recruit and attract talent with an example of an ad - seriously this is worth the listen and might save you thousands!There are nuggets of wisdom shared throughout - grab a notepad and don't listen on 2x speed. Coppens Business Strategies Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
4/3/202248 minutes, 14 seconds
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#128 Woody Mawhinney - Pet Insurance: Allowing Clients to say "Yes" to the best care

In this episode, Christopher "Woody" Mawhinney the CEO and co-founder of Pawlicy joins the show. Pawlicy Advisor is a pet health platform, insurance marketplace, and employer benefits, provider. They make pet care accessible by guiding pet owners and employees to the best coverage and up to 75% savings. Who doesn’t love that! They are in all 50 states and DC. Woody this has been a long time coming – so excited to have you join me. What is Pawlicy and how they are similar to the Expedia of Pet Insurance. How to educate veterinarians on insurance and how to teach/educate their pet parents.The idea of the cost of insurance over the life span of the pet - and how the platform drives better long-term decisions.The growth and demand of consumers for pet insurance and traffic to Pawlicy's site.Integrations and how Pawlicy sits next to veterinarians to support them.The recent partnership with CareCredit.Answering listener questions. Reputation and building for sustainability - the growth opportunity in comparison to the UK in insurance adoption. Woody's LinkedInPawlicy Website Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
3/27/202244 minutes, 20 seconds
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#127 Dr. Mike Walker - Leveraging Authenticity & Relationships in a De Novo Start-Up

In this episode I’m joined by Dr. Michael Walker – who is a small animal veterinarian practice owner of a clinic called Apollo Veterinary in Wimberley, TX. Mike is a graduate of Texas A&M University and worked as an associate doctor with a failed succession plan that lead to him striking out on his own to start a de novo clinic. Mike launched Apollo last fall and I wanted to bring him on to get into the weeds a bit on what life has been like over the past 12 – 18 months as his vision was brought to life. Mike thanks for joining me. A review of his professional journey in veterinary medicine to how he got to today.The business plan/vision for Apollo Veterinary. The origin of the name. How he financed and was able to fund the project (he shares a lot on this aspect).What aspects of a de novo were most challenging?Let’s talk technology and processes – what have you learned as you went through the journey of selecting vendors and tools.His marketing style and outreach to the community and its impact. HERE is the Instagram video we reference. What has worked and what hasn't and how he knows he should share content. His advice to young aspiring practice and clinic owners - also what veterinary medicine can be for all veterinarians out there. If you had the ability to share 2-3 things that you wish you knew from the beginning with anyone listening, what would it be? What’s the future hold for Apollo and what are you working on that’s exciting? Apollo Veterinary Website Apollo Veterinary InstagramOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
3/20/20221 hour, 4 minutes, 28 seconds
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#126 Radio Show - Upgrade how you collect payments to save $30,000 or more

Credit card fees will be increasing in 2022, and you, the merchant, will be eating those costs. In this show, I walk through and explore how leveraging the bitcoin network can drastically save your practice money, and the implementation is not as intimidating as one might think. Opt-out and learn how to save $30,000 or more by leveraging the bitcoin lighting network for payments. Visa, Mastercard Prepare to Raise Credit-Card FeesA GENTLE INTRODUCTION TO THE LIGHTNING NETWORKOpenNodeVoltage CloudSwitchYard Brewing Announcement – Twitter (could use the same thing for Instagram + Facebook)Strike (use promo code IOIASX for $10) Oshi AppHow to Accept Bitcoin as a Small BusinessHow to Accept Bitcoin and Lightning Network PaymentsOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
3/14/202232 minutes, 47 seconds
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#125 Radio Show - Shockwaves: The Impacts of Russia & Ukraine on YOU

In this episode, Isaiah shares insights and research from his learnings the past week plus into the impacts of the Russia and Ukraine situation. Why does it matter and what are actionable steps to take from here. Links mentioned/Sourced BTC067: RUSSIA UKRAINE WAR & GLOBAL MACRO IMPACTS W/ LUKE GROMENA MACRO TAKE ON RUSSIA’S GAMBIT, OIL, GOLD, BITCOIN AND MORE WITH LUKE GROMENEnergy, Food, and War in Eastern EuropeThe Beef Initiative Eat Wild Swan BitcoinBitcoin Wallets: How, Why and When to Hold Your Own Private KeysOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
3/7/202228 minutes, 17 seconds
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#124 Christina "Tina" Tran, DVM - Being Okay with I Don't Know

In this episode, Dr. Christina “Tina” Tran is an Associate professor of practice, Clinical relations lead veterinarian at the University of Arizona. She got her DVM at the University of Illinois. She has worked as the program director for Purdue’s Veterinary Technician school. And today at Arizona has worked and built out the clinical year rotations in a new hybrid and distributed program that is unique to veterinary education. She is also a past president of the Multicultural Veterinary Medical Association (MCVMA) and a founding member. Last but not least, she sits on the Arizona examination board’s investigation committee. Discussing the idea of "mommy guilt" as a mother and successful veterinarian. Her journey and how it changed and evolved from "the plan" early on. What she's learned about leadership and teams from leading within academia.The idea of the multiplier effect in her career by building relationships. Arizona's new take on education for veterinary students. How veterinary medicine can reinvent itself. We discuss how the investigation committee works and the process, why most veterinarians should have nothing to worry about. What's stood out most in her professional life. Dr. Tran's LinkedIn Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
2/27/202246 minutes, 6 seconds
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#123 Cindy Barnes, DVM - PIMs software that does not SUCK

In this episode, I'm joined by Dr. Cindy Barnes who is a veterinarian and founder of Shepherd Veterinary Software - she's bought, ran. and sold a GP clinic and ER hospital. She attended Colorado State University for her veterinary education after being a technician earlier in her career. We discuss Shepherd's offering and story - her vision for high functioning teams and more! The origin story of Shepherd and how she released the initial technology with her team. We dig into listener-submitted questions on PIMs and especially on Shepherd and how the offering is different than others in the marketplace. How better does technology capture revenue you already should be collecting.How the culture and team she built has lasted and moved from clinical to Shepherd. How to construct a high-functioning team.Listeners should reach out to her if attending WVC for VIP access to Shepherd's party. Cindy's LinkedInShepherd Veterinary SoftwareOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
2/20/202244 minutes, 10 seconds
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#122 Carson Taylor - Are you leaving $$$$ on the table when exiting your practice?

In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving accuracy, efficiency, and providing actionable intelligence with valuations. We also dive more into the brokerage offering with DVM Evolution. We discuss the following: The difference between brokerage only and advisory services.The amount of money left by many practice owners.What do deals and valuations look like in the market today?Who is a good candidate for an exit?Deal Structures and opportunities for negotiation and flexibility. What is a letter of intent (LOI)?What is a joint venture (JV) and how does that impact your sale terms?Why having 3-4 years left to work is essential when planning an exit. The issue with self-dealing in brokerage offerings. Carson’s LinkedInVetvalue.petVetValue LinkedInVetValue FacebookOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
2/13/202241 minutes, 50 seconds
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#121 Josh Bennett, CFP®, EA - The Tax Answers for YOUR questions

In this episode, I’m joined by a guest that I likely know better than any other – my partner at Vincere Wealth Josh Bennett. Josh founded Vincere back in 2018 and started Vincere Tax a separate but affiliated tax business in 2020. Josh and I met way back pre-pandemic in 2020 and this one has been on the list to get done as we are on the brink of tax season 2022 it made sense to record. We took questions from the Facebook group and elsewhere and tried to answer as many as we could. Reminder: Listeners receive a 35% discount using the code "Vet Success" if you use Vincere Tax. Visit www.vinceretax.com.Do I need to keep a separate bank account for my personal and 1099 work?Tips and suggestions for tracking expenses and doing bookkeeping. Also some great ideas for tracking mileage. Write-offs and what often gets missed. Home deductions, vehicles, personal health, and wellness. Retirement options for those in 1099 roles. How to handle payment from a "side hustle" if you have an LLC. Why there is no tax benefit from an LLC.What is a K-1? Tax implications for 1099 works in regards to social security and Medicaid taxes? Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
2/6/202242 minutes, 26 seconds
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#120 Mike Sabatino - Veterinary team retention starts with financial stability

In this episode, I'm joined by Mike Sabatino, CFP®, CSLP® owner and founder of Sabadoodle whose mission is to help veterinary practice owners and managers attract, retain and motivate employees. He offers financial coaching programs for DVMs and staff with six-figure student loan debt. Mike is working to make financial literacy better across the board in veterinary medicine by focusing on everyone involved in the team. We discuss:Mike's story and how he narrowed his focus on this niche in veterinary medicine.Why he doesn't offer personal financial planning as a CFP® but has chosen another path to use his skills.Thoughts around student loans and discussions he is having with veterinary teams. His thoughts on the biggest issues with retain of the team in veterinary medicine. The benefits most veterinarians are not taking advantage of from their employers.The work he is doing with the New York Veterinary Medical Association and how that could be a template for other organized veterinary medical associations. Mike's LinkedIn Sabadoodle - Mike has a ton of great free resources for you on his site!Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
1/30/202237 minutes, 24 seconds
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#119 Austin Hair - Real Estate - Location, Location, Location

In this episode, I’m joined by Austin Hair who is a managing partner at Leaders Real Estate and is the host of the Commercial Real Estate Secrets podcast – which is all about helping healthcare practitioners scale which includes veterinary medicine. Austin lives in Orlando, Fl with his family and works nationally. He also has been on American Ninja Warrior and is a retired professional wakeboarder. So let’s start with the most difficult question – American Ninja Warrior – hardest aspect of the competition? What Leaders Real Estate is doing today. Buy vs. lease discussion - perhaps why buying your property doesn't make the most sense. Drive to or drive-through locations. Freestanding vs. retail strip locations. Selecting a location - what matters most. Co-investment in properties. Leaders Real EstateCommercial Real Estate Secrets podcastOur Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
1/23/202238 minutes, 33 seconds
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#118 Andrew J. Langdon CFP®, EA, MBA - Creating financial options for Veterinarians

In this episode, I’m joined by Andrew Langdon founder of VetWorth. Andrew isa CFP and fee-only planner serving veterinarians locally within Georgia, butalso virtually around the country. He is a member of the Independent VeterinaryPractitioners Association or IVPA and a member of the Veterinarian FinancialAdvisors Network or VFAN. Why veterinarians and is there an origin story there?What has been the hardest part of making a niche-specific business work? What has made it worth it?What do you think are the major challenges that veterinarians face from a financial perspective?What do you think about the notion that all private practices will be consumed by corporations?Tell the listeners about your role in IVPA and why that’s important? What is a belief that you hold that is non-consensus for most CFP’sAndrew's thoughts on Bitcoin as a CFP. VetWorth Website The Entrepreneurial Vet Content Site Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
1/16/202234 minutes, 47 seconds
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#117 Top Ten Questions to ask a Financial Advisor - Ryan Koopmans, DVM

In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions. We try to provide some context and understanding as to the "why" behind these questions as we often hear from your peers when they call. We hope this helps you make the best decision when you decide to talk to someone. Some other great resources are below: 10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP BoardTough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA)Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
1/9/202229 minutes, 12 seconds
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#116 [Radio Show] - 2022 Predictions & Prognostications

In this radio show, I share the ten themes and predictions for 2022. Tune in and let me know what you think! Links mentioned:Rowan Veterinary School Announcement #114 Serena Nayee, DVM - Personal & Professional Growth in Urgent Care#106 - [Radio Show] Inflation: The What, Why, and How You Should ReactSwan BitcoinCitadel Dispatch e0.3.4 – mobile phone privacy with @sethforprivacyOpt Out PodFiat Standard - Fiat Food Chapter (can read for free)Our Sponsors GuardianVets (be sure if you reach out to mention us for 50% off your first month) VetCheck Pet Urgent Care Center Franchise
1/3/202215 minutes, 34 seconds
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#115 John Dillon - Solving Burnout with Technology Solutions

In this episode, I'm joined by John Dillion is the Founder and CEO of GuardianVets.  Now we’ll get into GuardianVets in-depth today but to set the stage they are an extension of your veterinary team to help you with telemedicine, after-hours teletriage, inbound communications, and curbside management. The goal is on virtual care solutions designed to help veterinary practices streamline operations, reduce burnout and elevate client service. The origin story of GuardVets and solving his own problem.The #1 issue hospitals face today.The future of tele-offerings in veterinary medicine.Delegation and building the right team - both internal and external. Creating proper boundaries while leveraging technology.How to strive to create marginal improvements within your business.Providing solutions to problems today.GuardianVets
12/20/202143 minutes, 40 seconds
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#114 Serena Nayee, DVM - Personal & Professional Growth in Urgent Care

In this episode, Dr. Serena Nayee received her Doctor of Veterinary Medicine from the University of Georgia College of Veterinary Medicine. She is from Fishers, IN, and is the Medical Director at VetCheck Pet Urgent Care’s second location in Carmel, IN. Recently, she founded Chapter VIII: Veterinary Inclusion and Intersectionality Initiative to promote inclusive advocacy and education, intersectional art and story-sharing, communication workshops, community mentorship, and diversifying professional experience.Dr. Serena's background and work historyHow she's taken on more responsibility earlier than most in her veterinary career.Training staff and the team that has limited existing veterinary knowledge.The burden of care and staying together as a team. VetCheck and the ownership and work opportunities. The Ambassador Program within VetCheck.Chapter VIII and the origin story and mission.Chapter VIII's InstagramDr. Serena's InstagramVetCheck for Pets
12/12/202137 minutes, 13 seconds
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#113 Radio Show - Bitcoin Rebuttal: An Honest Reply to The White Coat Investor

In this episode, I offer a rebuttal and provide factual evidence to refute a recent White Coat Investor article called Bitcoin Is Just like AOL; It Won’t Win the Race for Best Cryptocurrency Not only is the article full of factually inaccurate statements - there are massive gaps in understanding of Bitcoin. I provide a fact and data-driven rebuttal with sources of where that information came from. Those sources are below: Swan Bitcoin - Where I recommend people buy Bitcoin70% of Ethereum Nodes Are Hosted on Centralized ServicesWhat Was The DAO?WHY YOU SHOULD CARE ABOUT TAPROOT, THE NEXT MAJOR BITCOIN UPGRADEDLCS ARE ON BITCOIN, BRINGING NEW FUNCTIONALITY AND MAJOR POTENTIALThe Blocksize WarsBitcoin’s Energy Usage Isn’t a Problem. Here’s Why.Debunking Common Bitcoin MythsBitcoin is Key to an Abundant, Clean Energy FutureThis Green Machines - Swan BitcoinTHE HUMANITARIAN AND ENVIRONMENTAL CASE FOR BITCOINM2 Money Supply Growth Chart Thanksgiving Meal Example Chart A GENTLE INTRODUCTION TO THE LIGHTNING NETWORKBest List of Bitcoin Resources I've created to date
11/28/202137 minutes, 35 seconds
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#112 Radio Show - Farmland as an investment

In this episode I breakdown an overview on why Farmland should be a consideration for investors. I cover the industry today, the opportunity, the investment thesis, and how to buy it. AcreTraderFarmTogether
11/15/202118 minutes, 30 seconds
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#111 Radio Show - Fire Fast and Hire Slow

In this episode, we walk through the challenges of dealing with your team and why the adage of "hire slow and fire fast" makes sense with a recent personal example on Isaiah's team. Forbes Article: Hire Slow And Fire Fast: Why Leaders Should Heed This AdviceHarvard Business Review: Hire Slow, Fire Fast
11/1/20218 minutes, 53 seconds
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#110 Ryan Koopmans, DVM - Pursuing a Passion in Financial Planning

In this episode, I'm joined by Dr. Ryan Koopmans who received his DVM from Iowa State in 2012 and has practiced in the companion health realm ever since. He is an Army Veterinary Corps officer. He has his Masters's in Financial Planning from The College of Financial Planning. I’m excited to announce that Ryan has joined the team at Vincere Wealth and will be moving out of clinical medicine and fully into being a financial planner serving his peers. His veterinary medicine story What he's enjoyed most in veterinary medicineHis thoughts on practice ownership for him and his familyWhat sparked his interest in financial planning and investingWhat he's seen from his peers that's spurned his passion to serve themHis views on what's most important for a successful financial planning relationshipHis soapbox topicryan@vincerewealth.comRyan's CalendarRyan's LinkedIn
10/24/202130 minutes, 56 seconds
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#109 [Replay] Tony Ferraro - Meeting Your Clients Where They Are Financially

In today's episode, I'm joined by VetBilling's founder Tony Ferraro. We talk about the founding of VetBilling and what they do. As well as the following:How third party financing can be more rigid in the offering. Tony mentions a 40% approval rate, so what about the other 60%? I did push for some data behind this number and here is the reference source. The typical delinquency of clients on payment plans being 3%-5%, but can reach closer to 10%-15% and why even at the elevated level it still makes sense. How to construct a payment plan and the down-payment, payment length, and details. How VetBilling allows for more control at the clinic level than third-party financing. Understanding your cost per minute as a method for a down-payment. Cost Per Minute = Expenses + Cost of Goods Sold / Minutes open per year - $2 - $10 per minute is the wide range for practices.We review case studies and the amount of care that can increase as well as the dramatic revenue increase. One case study added 707 new clients in a year while adding $413K in revenue. The training and marketing that must be done to do this effectively.The trends in the industry and why something "boring" like a payment plan can help fund other reinvestment opportunities. Finally, the goal for payment plans should only make up about 10%-20% of outstanding accounts receivable not the majority of revenue. https://vetbilling.com/
10/17/202142 minutes, 44 seconds
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#108 Radio Show: Student Loan Updates

In this radio show, we discuss some big changes in the world of public student loan forgiveness and some changes for federal student loan processors, and what you should be doing. Linkswww.studentaid.govhttps://studentaid.gov/pslf/https://www.financialcoachmeagan.com/
10/10/20219 minutes, 26 seconds
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#107 Phil Zeltzman, DVM, DACVS, CVJ - Investing for Time Savings

Today I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. You might know him from his work with Dr. Meredith Jones on the Veterinary Financial Summit which just wrapped up last month. Phil today is going to talk about Chronos. He helped start Chronos a back-office solution for veterinary practices. Chronos is solving a major issue(s) in veterinary medicine that I hear listed as complaints often. Phil and I discuss: Takeaways from the second annual Veterinary Financial Summit.Origin story and solutions offered from Chronos.The process and how it works.How and why talent can be delivered nationally.Lessons learned since starting the company. Good and bad fits for Chronos and why. www.chronosllc.comPhil's LinkedIn
10/3/202137 minutes, 16 seconds
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#106 - [Radio Show] Inflation: The What, Why, and How You Should React

In this Radio Show, I dive into inflation. I answer three key questions.What is inflation? Why does it matter to you? How can you prepare yourself against inflation? The tweet mentioned and read in the showSwan Bitcoin - get $10 of BTC free
9/27/202119 minutes, 34 seconds
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#105 [Replay] Bitcoin is for ALL

In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin Webinar from Vincere Wealth Management Best ResourcesBest PodcastWhere I Buy Bitcoin Lyn Alden's Three Reasons I'm Investing in Bitcoin
9/19/202141 minutes, 5 seconds
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#104 Dr. Andrea Hernadez & Dr. Willie Bidot - Passions in Veterinary Medicine

In this episode, I'm joined by Dr. Willie Bidot and Dr. Andrea Hernández. Dr. Willie and Dr. Andrea are married – Willie is an Attending Veterinarian at Western University of Health Sciences and a Director of Animal Resources and one of the most knowledgeable DVM finance nerds I know. Dr. Andrea is a veterinary dermatologist resident and puts Willie and me to shame on Instagram with her fire posts, stories, and content. We bounce around on a variety of content that impacts veterinarians both personally and professionally. Andrea's story on her journey in veterinary medicine and why she has a passion for dermatology. What Willie's typical week looks like. Andrea's Instagram success and discussion of her content strategy. Willie and Andrea's financial journey and decisions they are making.Willie's favorite financial books. Willie's work with young veterinarians on contracts, salary, and benefit discussions. Willie's work with Veterinarians in Puerto Rico. What's exciting in their world today.Links AndreaInstagram: @ahb_dermavetWillieInstagram: @williebe-mail: williebidot@gmail.comLinkedIn: https://www.linkedin.com/in/willie-bidot/ Veterinarians for Puerto Rico e-mail: veterinariansforpr@gmail.comWebsite: https://www.veterinariansforpr.org/Facebook and Instagram: @vetsforpr
9/12/202151 minutes, 33 seconds
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#103 Rhys Giannarelli - Core Values Drive Growth

In this episode, I’m joined by Rhys Giannarelli who is the owner of Point Grey Veterinary Hospital in British Columbia. Rhys and his wife Dr. Carmen Chan have three veterinary hospitals in a very competitive market but have thrived as a private business. Rhys had some strong, detailed opinions in the Facebook chat that I loved and I was able to twist his arm to come on and chat. We discuss:His back story and how hospitality is at the heart of their service model.Why corporate medicine is not a threat and should not be seen that way.Successful strategies and thoughts on competing in a saturated market. Why start-ups make more sense than acquisitions. Core values and investing in your team.LinksRhys' LinkedIn Veterinary Management Solutions (IVMS)  www.vancityvetgroup.ca
9/7/202152 minutes, 37 seconds
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#102 GetMotiVETed - Authenticity leads to opportunity

In this episode, I'm joined by Dr. Quincy Hawley and Renee Machel of GetMotiVETed. Dr. Hawley is a graduate of NC State’s College of Veterinary Medicine and worked in a corporate veterinary setting for five years as an associate and in 2018 resigned from his position to pursue his life mission of providing wellness solutions to his peers in the veterinary community. Renee worked in a veterinary clinical setting for 15 years as a hospital leader. She co-founded GetMotiVETed with Dr. Hawley in 2017. We talk about:The origin story of GetMotiVETed.How Renee and Dr. Hawley work together & business partnerships.Leadership and mentorship.Deep conversations and finding your true authentic self.Making hard decisions.Social Media LinksFacebookInstagramLinkedIn ME  GM Quincy Youtube Get MotiVETed home siteGet MotiVETed Universtiy 
8/29/202158 minutes, 31 seconds
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#101 Debbie Boone - Veterinary Medicine is a people business

In this episode, I'm joined by industry veteran and fountain of knowledge Debbie Boone. Debbie is the owner of 2 Manage Vets which she started in 2008. She has been a hospital manager for 19 years. A COO for an 11 doctor hospital as well. Debbie's depth and length of knowledge of vet med is unmatched. She joined the podcasts and talked about a couple of topics - but we really dove into questions from the Facebook group. You will get a lot out of this episode with Debbie Boone! 2 Manage Vets - Veterinary Consulting
8/23/202136 minutes, 52 seconds
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#100 Radio Show - Questions for Financial Advisors

In this episode, we celebrated a milestone! I'm joined by Ashely Foster and Dan Routh as we address two questions. What investment accounts should you fill first? Or which ones to have secondary if extra money comes by (I.e. bonus/tax return)I want to hear what non-consensus view do they hold that most financial advisors don't?Resources:Episode #52Episode #84Priced in Bitcoin Vincere Wealth March Webinar
8/15/20211 hour, 2 minutes, 1 second
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#99 Jamie O'Kane, CPA CTC - Employer Retention Credits (ERC)

In this episode, Jamie O'Kane is back to address ERC's and your questions. Jamie is the owner and founder of Abundant Beans Tax & Accounting. We discuss The importance and potential impact of Employer Retention Credits (ERC).How to check to see if you are qualified (see below link for a free tool). How to think about withholding taxes when switching from W2 to 1099.When to establish a business entity when doing relief work.Any plenty of other tax-related riffs. Jamie's LinkedInAbundant Beans Tax & AccountingERC Download
8/8/202134 minutes, 30 seconds
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#98 Molly Cooper - Making P&C Insurance Understandable and Approachable

In this episode, I'm joined by Molly Cooper of Cooper Insurance. Molly is a Risk Manager and works with individuals and business owners helping them understand and protect themselves from risks that property and casualty insurance covers. While not always the most interesting topic, I've known Molly for years and I do my best to have her explain the 101 on the insurances you need as an individual to stay covered and protected - all while hopefully saving you some $. We discuss-Auto insurance. -Home insurance.-How to lower premiums.-How are premiums determined? -What is umbrella insurance?-What do business owners need to think about? You can reach out to Molly direct at molly@cooperindiana.com
8/1/202127 minutes, 30 seconds
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#97 Philip Richmond, DVM - Gratitude can change your life

In this episode, I'm joined by Dr. Philip Richmond who is the Medical Director at Country Oaks Animal Hospital, a well-known veterinary speaker, veterinary & workplace wellbeing advocate, positive psychology consultant at Flourishing Phoenix, and Chair at the FVMA Professional Wellness & Wellbeing Committee. He is a member of the national Workplace Suicide Prevention & Postvention Committee. He is a Key Opinion Leader in Veterinary Wellbeing for Boehringer Ingelheim Animal Health and has also served on the board of directors of the Florida Medical Professionals Group, an organization that supports medical professionals in recovery in the state. Last but not least – recently just was awarded the FVMA Veterinarian of the Year. His thoughts on the crossroads in veterinary medicine. His story, battle with substance abuse, and the journey to becoming FVMA Veterinarian of the year.PERMA and why it matters in veterinary medicine and retention. The best part of being a medical director.Leadership in veterinary medicine and how to improve it.The battle and impact COVID-19 has had on their practice and how they are working to regain the culture. Why he loves veterinary medicine. The advice he has for young and future veterinarians. Dr. Richmond's LinkedInFLOURISHING PHOENIX
7/25/202138 minutes, 37 seconds
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#96 Brandon Boyd - The Marketing Process

In this episode, I'm joined by Brandon Boyd who is the founder of Vet and Pet SEO. Brandon helps veterinarians and vetrepreneurs implement and manage high return on investment marketing campaigns and strategies by using data analytics and creative content catered to pet owners. We discuss the following:His path from chemical engineering to marketing.The service offering and expertise of Vet and Pet SEO.Email Campaigns and why they are a hidden gem of marketing.How to write marketing emails.The average spending on veterinary marketing vs. the typical small business. Why should you market if you are booked out for months. How marketing can attract talent. How to measure ROI on marketing. The platforms to market on.Marketing and mindset. Marketing Agency:https://www.vetandpetseo.comBook: How to WIN with Internet Marketing for Veterinarians and Pet Center Owners:: https://www.amazon.com/Internet-Marketing-Veterinarians-Center-Owners/dp/B08WZFTXX6/The Ultimate Vet Marketing Checklist:https://vetandpetseo.com/veterinary-marketing-checklist/Practice Heist Podcast:https://vetandpetseo.com/practice-heist-podcast/Facebook Page:https://www.facebook.com/vetandpetseoFacebook Group:https://www.facebook.com/groups/vetpracticegrowthmastermindInstagram pages:https://www.instagram.com/vetandpetseo/https://www.instagram.com/thepracticeheistpodcast/
7/18/202135 minutes, 6 seconds
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#95 Radio Show - How to attract and retain talent

On this radio show, I take a Facebook question and share my thoughts and examples from my business and how we've navigated being a small fish in a world of massive corporate entities. DISC Profile Assessment
7/11/202127 minutes, 57 seconds
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#94 Alyssa Mages BS, CVT - Empowering Teams for Success & Longevity

Today I’m joined by Alyssa Mages who is a credentialed Veterinary Technician and current co-founder and Chief Visionary Officer of Empowering Veterinary Teams, LLC or EVT. Alyssa is passionate about empowering teams, providing training and encouragement, and leadership within veterinary medicine. She is a 17-year veteran of veterinary medicine and brings a different perspective to the current landscape of the profession. Being incorrigibly optimistic and where that comes from. Inspire, Instruct, and Impact - Together the mission of EVT.Teams and how the industry as a whole can improve the cohesion of the team.Recruiting and retention - and why culture and mission are vital. Her business and partnership with her co-founder Kaitlin - how to make partnerships work. Learning and growing to make an impact on veterinary medicine and the people who make up the industry. Her question for me! Empowering Veterinary Teams websiteAlyssa's LinkedIn EVT's Instagram
7/5/202152 minutes, 29 seconds
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#93 [Replay] Jason Coppens - The Process Blueprint for Practice Growth

In this episode, I'm joined by Jason Coppens of Coppens Business Strategies. You might want to have a pen and paper handy or just come back and re-listen. The content moves fast, but has a lot of value. We talk about the following:How he learned how to scale and build processes for growth.How helping to triple the rate of revenue growth of his wife’s practice was the beginning of the veterinary medicine niche.The 20/20/20/20 Rule and how it can help align your Profit and Loss Statement to ensure your profitability stays in check.The Key Performance Indicators (KPI’s) he likes to track and the returns the practice typically receives from these efforts.Dormant patients – someone not seen in 13 months reminders, phone calls, and a letter. Mix up communications. Call in the 13 months 10%-20%....18 month mark usually about 5% return on that.Dormant Patients coming back in….going up ratio 1:3. 90 patients going dormant per month. 30 will come back.Losing 60 patients each month…new patients vs. new clients. Get all the pets from each clients.      New to the area      New Pet      Unhappy at current providerForward booking – every client that walks in the door with an appointment walks out of the door with an appointment. That’s for all types not just annuals. The average is 10%-20% have those appointments booked. Never going to be 100%, but you need to ask 100% of the time.     60% is high but compare that to dentistry at 90% that’s too low for vet med.The industry trends and where veterinarians need to think about their business for the future.Implementing new ideas and why it’s so hard and we often fall short.Coppens Website: https://www.cb-strategies.com/
6/27/202156 minutes, 14 seconds
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#92 Adam Greenbaum - Marketing: Make it BIG and BEAUTIFUL

In this episode, I'm joined by Adam Greenbaum CEO of WhiskerCloud. Adam’s passion for marketing and veterinary medicine will shine through in our discussion I’m sure. WhiskerCloud was launched in 2016 after Adam spent years watching the veterinary industry slowly move backward regarding technology and he wanted to do something about that. We discuss: Branding, Processes, Strategy, and making Beautiful Things!How he would explain marketing to someone on New York Skyscraper elevator ride. Why branding is more than a pretty website. What all does WhiskerCloud offer to their customers? Everyone talks about being on social media - what makes or breaks quality social media content?What non-consensus view does he hold about marketing? If you owned a veterinary hospital today how would you market? Where would the funds go? Can you share some case studies on working with clients that outline the power of marketing?What’s something we haven't talked about that’s critical to cover today on marketing?Processes and optimizing your team. WhiskerCloudWhiskerTalks CE with Lonestar Veterinary
6/20/202149 minutes, 49 seconds
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#91 Chris Meehan - The Guide to Financing

In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what you all need as a veterinarian when it comes to financing and preparing to look at lending options. We discuss how banks look at veterinarians, how to best prepare to be a good borrower, and more feedback on practice ownership. How do lenders look at veterinarians? How impactful are student loans?What is the team you need to build to be a successful owner?What are the biggest factors a veterinarian can position themselves to have the best experience with lenders?How much should some save to have as a down payment? The different lender types - specialty, conventional, and SBA?What is a major difference between start-ups and acquisitions?What are obstacles or deal killers you see?Chris' LinkedInhttp://smallbizlending.thebancorp.com/
6/13/202136 minutes, 12 seconds
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#90 Lillie Davis, DVM, DACVIM - Empathy & Change

In this episode, Dr. Lillie Davis, a Veterinary Oncologist, is focused on treating animal cancer and improving her patients' quality of life with a healthy balance of evidence-based medicine and compassion. Dr. Davis is also a first-generation college graduate who grew up in The Bronx, NY - she’s open about the path to where she is today was not easy and how financially and emotionally difficult it’s been.Why empathy is part of her professional and personal meaning. The three key areas of change needed in veterinary medicine. Her upbringing and foundation of finances.Financial literacy for women and the challenges women within veterinary medicine face. Diversity in veterinary medicine and becoming an advocate for others - how people have shown up for her. Her question for me - certainly unique and one that shows my lack of knowledge of Harry Potter (spoiler alert). Dr. Davis' LinkedInDr. Davis' Instagram
6/6/202147 minutes, 40 seconds
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#89 Radio Show - The Life You Want: The Definition of Financial Planning

In this episode, I'm joined by Veterinarian Financial Advisor Network (VFAN) member Ashely Foster, CFP of Nxt: Gen Financial Planning to discuss a listener question. The question I want to understand what financial planning looks like. Hear our take -
5/30/202140 minutes, 1 second
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#88 Tiffany White - Merging Strategy & Technology to Improve Practice Management

In this episode, I'm joined by Tiffany White of Tip The Scales Consulting, LLC and SnoutID. Tiffany has hands-on experience with brand strategy, business development, and operations within veterinary medicine. She has vast exposure in all facets of strategy to steer a company, product, or business line. We discuss the ability to leverage technology in various ways to improve practice management, efficiency, and wellness. Where is the gap in clinical operations where technology can improve things?How technology enhances the user experience - both from a practice and client perspective.How to implement new technology - by leveraging the highest level skills of the team. The end-to-end client journey and how to customize that. A thought process for what to add to your practice in regards to technology. Tiffany's LinkedIn Page
5/23/202140 minutes, 10 seconds
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#87 Leni Kaplan, DVM - Practical & Pragmatic

In this episode, I’m joined by Dr. Leni Kaplan who is a veterinarian that has worked in private practice and emergency medicine for over 20 years. She is currently a faculty professor at Cornell University College of Veterinary Medicine. In 2017 she earned her Professional Life Coach designation. Her tagline is practical and pragmatic which I love. We talk about an array of topics applicable to young and experienced veterinarians. Her journey and career path and what she's learned. The idea of “You changed, work did not.” The three key steps for veterinarians to communicate better. What soft skills does she view as critical for success in today’s veterinary landscape?Why being Sherlock Holmes with clients is important. Practice myths and questioning things. What is your take on stress management?Instagram - lkaplancoachingwww.lkaplancoaching.com
5/16/202139 minutes, 45 seconds
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[Replay] #86 Dr. Sarah Fallow - The Science of Building Wealth

In this episode I'm resharing an early episode that was recorded with Dr. Sarah Fallow, Ph.D. discussing the research behind The Millionaire Next Door and The Next Millionaire Next Door. The episode is timeless and if you are a regular listener I want to ensure you hear the message. We discuss her interest in psychometrics and that’s what helped her look at wealth-building as an area of interest. The challenge of veterinarians and doctors in general in building wealth. The self-limiting beliefs we often put on ourselves unjustifiably. The lack of financial literacy many people receive throughout their lives. The impact our parents have on our concepts and ideas on wealth. The best way to demonstrate and teach children about good financial habits. Datapoints: https://www.datapoints.com/ The Next Millionare Next Door: https://www.amazon.com/Next-Millionaire-Door-Enduring-Strategies/dp/1493035355 Abigail Disney Interview Link:  https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html 
5/9/202147 minutes, 5 seconds
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#85 Michael Bugg, DVM - Building Financial Freedom with Real Estate

In this episode, I'm joined by Dr. Michael Bugg who is a real estate investor, veterinarian, and entrepreneur. He is the co-founder of The Veterinary Project podcast which is fantastic for those that aren’t checking out his work. Dr. Bugg resides in Saskatoon, Saskatchewan, and has built a very successful real estate business to free himself from clinical practice. The early days of his life as a DVM and how that shaped his desire to find another way to build wealth. When and how he was able to create the real estate business to be passive. The various styles of real estate investing.Key metrics and his suggestions for getting started and involved. Current properties and history of acquisitions. The biggest mistakes he sees people make. What he thinks about interest rates and real estate. The Veterinary Project podcastHis definition of what wealth is. Dr. Bugg's LinkedInThe Veterinary Project Podcast Vincere Wealth Management - Real Estate Replay
5/2/202140 minutes, 29 seconds
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#84 Radio Show- Bitcoin: Why it Matters for EVERYONE in Veterinary Medicine

In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin?What is Money?How the US dollar system works.What Bitcoin fixes?The five characteristics of Bitcoin.The Fear Uncertainty and Doubt (FUD) around Bitcoin.How it impacts veterinarians of all ages. Bitcoin Webinar from Vincere Wealth Management Episode 52 - Tyrone Ross Best ResourcesBest PodcastWhere I Buy Bitcoin Lyn Alden's Three Reasons I'm Investing in Bitcoin
4/25/202141 minutes, 5 seconds
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#83 Melanie Bowden, DVM - What the F**k Is This Vet Med?

Today I’m joined by Dr. Melanie Bowden, who is a veterinarian, speaker, author, and mentor living in Maine. She is passionate about many things as we’ll get into, but accessibility to care and quality medicine, relationship-centered care for patients, owners, and staff, and improving the profession through innovation, mentorship, and having a growth mindset. She is likely best known for her TedX talk “What being a Veterinarian Really Takes,” which is unbelievable; the link is below. The story behind the cover photo for her new book, What the F**k Is This Vet Med?The solutions she’d like to see come to light in veterinary medicine. Let’s talk about personal responsibility in how veterinarians treat each other and the expectations you have for one another.You and your peers are well educated on taking care of pets, but no yourself. What have you learned personally that has helped you?You work at a specialty clinic and ER - > what are your experiences in what you’ve seen over the last twelve months as you are the only 24 hours clinic in Maine. Let’s talk about the cost of veterinary care and how to provide better access to care. Why do you think there is high burnout in low-cost, high-volume clinics more so than in nichey high-end boutique practices? Pre-Order the Book HERETEDx Talk - What being a Veterinarian Really TakesBooks Mentioned:Growth Mindset Work/Life Symbiosis: The Model for Happiness and Balance
4/18/202136 minutes, 2 seconds
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#82 Jacqui Horner, DVM - Resilience & Reflection: Building a better future

In this episode, I'm joined by Dr. Jacqui Horner she received her Doctorate of Veterinary Medicine in 2015 from the University of Georgia. She currently practices small animal relief work part-time while building the mission and vision of Resilience Rising. She is extraordinarily passionate about mental health, well-being, mindfulness, leadership, and personal development. Her Instagram post, "I Quit" hit me and I had to get her on to talk about her experiences and lessons learned. We discuss:Best BBQ spot. Her "I Quit" series of posts and being vulnerable. Her passion for giving back to the profession and pets.How she thinks of the role of being a veterinarian, which is uniquely touching people through caring for their pets. Her superpower and how that was developed over time. Leadership styles and the short-comings of various styles and why there is one way to do it.How to be mentally and physically resilient.How people can help with her mission to better serve the veterinary profession. Dr. Horner’s Instagram Podcast Mentioned www.thelifecoachschool.com/podcast/Book Mentioned Good to Great: Why Some Companies Make the Leap...and Others Don’t
4/11/202155 minutes, 35 seconds
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#81 Paul Messino - Using Your Voice for Efficiency

In this episode, Paul Messino who is the president of Talkingvet which is a business division of Business Technology Insight LLC joins me. Talkingvet is a speech dictation and recognition tool to increase patient care while increasing productivity (who doesn’t love that). We touch on the nuts and bolts of how best to use technology to gain efficiency. The demand spike for efficiency in a post-COVID world.Data on speech versus the written word.How workflows and templates can supercharge efficiency.What's an ROI on speak tools for notes?Why shouldn't I just use my phone?The technology behind quality speech tools.Case studies and implementation suggestions.Who won't do well with speech tools?Talkingvet WebsitePaul's LinkedIn
4/4/202130 minutes, 11 seconds
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#80 Siva Nalabotu, DVM,MS, PhD - Franchise Model in Veterinary Medicine

In this episode, I'm joined by Dr. Siva Nalabotu and Jeff Lafave of VetCheck Pet Urgent Care which is a unique veterinary care model that started in Fishers, IN and is now starting a franchise offering nationwide. Dr. Nalabotu is a veterinarian, has his master's in biological sciences with a focus on nanotechnology, and has a Ph.D. in toxicology. Siva started the Fishers location in 2018 and as the model grew realized the offering should be available in other regions and wanted to support practice ownership with a proven model. Jeff is helping lead the franchise business from operations and day-to-day management. We dive into the details about the franchise model. The current business and flagship location in Fishers IN an overview. The care model of VetCheck and how it fits within the current landscape.Why start a franchise model and the goals they seek to accomplish?The relationships that are in place to allow veterinarians to hit the ground running. The opportunity for new graduates, experienced veterinarians, and those outside of veterinary medicine (investors). Lessons learned and how that shaped the offering. VetCheck Franchise WebsiteVetCheck Pet Urgent Care - Franchise LinkedInSiva's LinkedIn
3/28/202136 minutes, 8 seconds
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#79 Jules Benson BVSc MRCVS - Being an Ally in Veterinary Medicine

In this episode, Dr. Jules Benson joins the show. Dr. Benson is the chief veterinary officer at Nationwide Pet. Dr. Benson has had experience in the clinic and in industry roles. He has a strong passion for data and technology as it shapes veterinary medicine today and into the future.The role of luck vs. skill in career growth and success.His role with Nationwide and how he landed there. Practice ownership support Nationwide offers at the collegiate level. A new study on insured vs. uninsured pets and retention and revenue impacts.The one data point he wishes veterinary medicine could have standardized. The "slippery monster of a standard of care" and what that means. The "chicken and egg" problem in diversity, equity, and inclusion within veterinary medicine. Jules' LinkedIn
3/21/202143 minutes, 53 seconds
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#78 Julie Squires - Rekindling Veterinary Well-being

In this episode, I'm joined by Julie Squires. Julie is a Certified Compassion Fatigue Specialist, Certified Life Coach & Podcaster. She’s had over 25 years of experience working within the veterinary field. You heard Dr. Jenni Rizzo in show #69 sing the praises of Julie so naturally had to get her on the show. The draw of veterinary medicine for her.The "cost of caring" and digging into the struggle within vet med. Women and coaching - what she sees most.Alcohol abuse and veterinary medicine.Julie's story on being a coach and getting coached. Julie's podcast and lessons learned. A great question for me. Rekindle Solutions Rekindling PodcastJulie's LinkedIn
3/14/202137 minutes, 39 seconds
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#77 Rahul Chhajed - Veterinary Real Estate: A Hidden Gem

In this episode, I'm joined by Rahul Chhajed who heads up Matthew Real Estate’s healthcare division investment services. Rahul and the team work all over the country and have worked with various different clientele. Rahul has been extremely active in veterinary medicine and he shares why there is so much value and demand for veterinary real estate today. If you are a practice owner and also a real estate owner, you will not want to miss this one! We discuss: The landscape of real estate in veterinary medicine. What are cap rates and why they matter?What is a sale-leaseback? What are the options for a veterinary owner who also owns their real estate?Who are the buyers of veterinary real estate today? What's driving the demand?What's a "fresh" lease and the importance of that?Case studies and examples of deals and the impacts. Rahul's LinkedInRahul's Email - rahul.chhajed@matthews.comRahul's Phone - 1-949-432-4513
3/7/202134 minutes, 22 seconds
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#76 Legend Thurman - Governmental Roles within Vet Med

In this episode, I'm joined by Legend Thurman who is a third-year veterinary medicine student currently working towards her DVM at Royal Veterinary College in London with an emphasis in governmental and rehabilitative outreach based on the realm of the AVMA Agenda.How she chose RVC and the move to London.Culturally differences in London vs. WashingtonHow to get experience in governmental work within veterinary medicine.Networking and finding opportunities.Why governmental work matters and what her ideal role would be. A special project she is working on. Her role within SAVMA and how the organization has impacted her life. Legend's LinkedIn
2/28/202139 minutes, 28 seconds
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#75 Radio Show - Exit Planning: A Primer

In this episode, I share and discuss one of the biggest topics not being talked about enough which is how to exit when you are a veterinarian that is a practice owner. If you are a veterinary practice owner this is a must-listen episode. Whether you are 40 or 60 exit planning is simply a good business strategy. There are opportunities to exit both young and old and you need to be prepared. I share and discuss the following:Why we are in the golden age of veterinary medicine.The timeline you need to start planning your exit.What the process should look like and the steps.What most veterinarians have done from an exit planning strategy.Four key elements to your practice.Transition timing elements.What drives valuation and what is the formula.What are veterinary multiples.Private Equity overviewNext steps
2/21/202123 minutes, 50 seconds
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#74 Jamie O'Kane, CPA, CTC - Strategy & Advice on Taxes

In this episode, I'm joined by Jamie O'Kane, CPA, CTC owner founder of Abundant Beans Tax & Accounting, and the host of The Abundant Beans Podcast. Jamie shares why tax strategy and goals matter most when ensuring your money is working for you and NOT against you. We discuss the following: The most common questions she is getting today.What does confidence look like in a tax strategy.Why goal planning matters in tax planning.The difference between a tax planner/strategist and someone who does your tax return. 1099 vs. W2 and the planning opportunities.Start-ups vs. acquisitions for veterinarians.The all-important questions - What's the best LLC or S-Corp?Retirement plans in a clinic and how to think about them.Her thoughts and interest in cryptoassets. Jamie's LinkedInAbundant Beans Tax & AccountingThe Abundant Beans Podcast
2/14/202140 minutes, 51 seconds
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#73 David Bessler, DVM - Core Values are Discovered not Created

In this episode, I'm joined by Dr. David Bessler of Veterinary Emergency Group or (VEG) which has exploded on the scene of ER/Critical Care since 2014. Dr. Bessler has grown VEG from a single location and 12 staff to a team of over 750 and locations across the country. The episode is fantastic to hear about leading people and teams and how to create a winning culture. What VEG is and is not.The growing pains of rapid growth.What has been fueling the growth of VEG.How his role has shifted and changed over time.What are the core values of VEG and how were they developed.Dr. Bessler's favorite weekly activity.There is plenty to garner from this episode for any veterinarian or veterinary professional. Dr. Bessler's LinkedInCheck show sponsor Provide's link on the website to help support the show and let them know I sent you!
2/7/202129 minutes, 37 seconds
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#72 Radio Show - Why GameStop Matters

In this radio show, I had to talk about GameStop and what happened this week. Why it matters for everyone. Where we are going and what may happen. Why practice ownership and bitcoin are important. I am a little rawer in this episode than others, but this week had me fired up and wanted to share some thoughts. Best Twitter thread on GameStop and what's happenedwww.casebitcoin.com
1/31/202122 minutes, 30 seconds
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#71 Elaine Klemmensen, DVM - A Veterinarian's Journey

In this episode, Dr. Elaine Klemmensen joins me for a wide-ranging discussion full of stories and lessons learned over the course of her veterinary medicine career. Elaine has worked in both mixed and small animal practice in a variety of roles from associate, partner, locum, and practice owner. She sold her clinic she owned with her husband in British Columbia just over three years ago. She is passionate about coaching and giving back as a veterinarian. We cover a lot of ground talking about:Tell me about why canaries and coalmines matter to veterinary medicine.Where is vet med succeeding and falling short today in building culture?The biggest asset today in veterinary medicine. Being the "new owner" in a small town after purchasing a practice. The ups and downs of practice ownership over 20 years.How did they know the practice they bought was "the one"? How they transitioned the business to an associate veterinarian, they hired and mentored. Stories of volunteering efforts and traveling the worldWhat is one question you have for me? Elaine's LinkedIn
1/25/20211 hour, 7 minutes, 58 seconds
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#70 Shannon Gregoire - Veterinarians are the MacGyver's of Medicine

In this episode, I'm joined by Shannon Gregoire. Shannon currently in her third year of veterinary school at Western University of Health Sciences. Listening to her speak you'd never believe that. She’s done a number of projects with Vet Candy including being featured on PetVet Magazine’s Dec2020/Jan 2021 cover and is an aspiring practice owner, which we dive into both.How moving across the country helped her to push outside of her comfort zone. Where and how her DVM passion started.Her involvement with VetCandy and what she's learned.Practice Ownership and her ambitions.What skills she sees as critical in veterinary medicine. What has her most excited about becoming a DVM.Shannon's LinkedInShannon's Instagram
1/17/202149 minutes, 14 seconds
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#69 Jenni Rizzo, DVM - Adapting Your Career to Optimize for Happiness

In this episode, I'm joined by Dr. Jenni Rizzo. Dr. Rizzo is an ER veterinarian in San Antonio, Texas. Dr. Rizzo founded  Lone Star Veterinary Academy (LSVA) because she wasn’t satisfied with the types of continuing education events she had attended in the past. She also has a passion for giving back and talking about self-care and wellness within veterinary medicine. The unique and special part about her story is how she's implemented those steps in her own life to optimize for happiness and mental health. We discuss:How did the idea of Lone Star Vet Academy come into being?Why she chose to only work in clinical work two days a week. How as an introvert she launched LSVAThe three big items she stresses on self-care and wellness.Her work with the American Heartworm Society. She talks about Julie Squires multiple times in the episode - here is Julie's website - www.rekindlesolutions.comLone Star Veterinary Academy's Website Dr. Rizzo's LinkedIn
1/10/202131 minutes, 2 seconds
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#68 Bruce Johnstone - Creative Spaces: Construction in Vet Med

In this episode, I'm joined by Bruce Johnstone of Apex Build Design. Bruce is a fourth generation in the construction and architectural business and has carved a niche working in healthcare and grown a lot in veterinary medicine. Bruce shares stories on how to think about your building and how to prepare for a big construction project to set yourself up for success. We chat through:Why do construction projects always seem stressful and challenging? Styles of construction projects and the pros and cons. How to create functional and creative spaces.Trends or updates they have seen. The growth of APEX to become a more national firm.How family and business mix and lessons learned. I'd highly recommend following their LinkedIn and Instagram page for examples of their work. APEX's websiteLinkedInInstagram
1/3/202131 minutes, 35 seconds
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#67 Radio Show - Ashley Foster CFP® Nxt:Gen Financial Planning

In this episode, it's a bit of a hybrid with Dan Routh, CFP® and I talking with Ashley Foster CFP® founder of Nxt:Gen Financial Planning who works with veterinarians nationally. Ashley is the third founding member of the VETERINARIAN FINANCIAL ADVISOR NETWORK. Ashley shares his journey and path in financial services and his "why" for serving veterinary medicine. He shares:How starting in the insurance world shaped his view for what is financial planning.The founding of Nxt:Gen Financial Planning. What he thinks about whole life insurance. His view on challenges veterinarians face.Who is Ashley from a personal perspective. Ashley's LinkedInNxt:Gen Financial Planning
12/20/202047 minutes
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#66 Kim Fish - The Best Medicine is Practiced with Data

In this episode, I'm joined by Kim Fish, VP of Veterinary Products of Rhapsody, Veterinary Consultant with AVCSuccess, and owner of Veterinary Technical Institute. We discuss the following: Her favorite question to ask veterinarians during consulting.The origin story of building and developing Rhapsody.How data is and will drive better medicine in veterinary medicine.What is machine learning, and how could it be used in veterinary medicine. How to think about pricing your services. How to get the most out of e-learning in a post-COVID-19 world. Her question for me.Kim's LinkedInHer calendar linkRhapsody
12/13/202036 minutes, 19 seconds
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#65 Alex Kates - Saving Dollars & Time with Vetcove

In this episode, I'm joined by Alex Kates the cofounder of Vetcove. Vetcove launched in 2015 to bring transparency to ordering supplies and making it easier, faster, and cheaper. We cover the origin story and the developments and impact Vetcove is having on veterinary industry. We talk about the idea of being a "Practice Manager's Best Friend" and the idea for Vetcove.The Brakke study on savings impact using Vetcove.How Vetcove works.The data Vetcove can supply and equip clinics with.The community element of the Vetcove ecosystem.Rewards and how those are utilized. Vetcove's Website Alex's LinkedIn
12/6/202031 minutes, 32 seconds
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#64 Elise Burns - Relief Work On Your Terms

In this episode, I'm joined by Elise Burns CEO of VetIQ Staffing whose mission is providing veterinarians the ability to work in relief services for their lifestyle. Whether you are wanting to travel or just aren't ready to commit to a full time location yet, working relief has a lot of perks. VetIQ helps to solve for the challenges of doing your own relief business and allows you to focus on what you want which is provide veterinary medicine to patients. We discuss the following: How VetIQ is different and what they are solving for veterinarians.How the guaranteed salary program was put to the test during COVID-19.Who is a good fit for working with VetIQ and relief work. How using relief work can help find a permanent position where someone wants to settle long term. The demand for relief work in 2020 and what's on the horizon.What is most misunderstood about relief work?What traits make a great relief veterinarian.www.vetiqstaffing.comElise's LinkedIn
11/30/202026 minutes, 44 seconds
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#63 Travis York - Ownership Opportunities: Economic AND/OR Entrepreneurial

In this episode, I'm joined by Travis York the managing director of Suveto whose mission is supporting veterinary ownership. Travis also works within the family companies of Calico and Harbor. Calico helps veterinarians to preserve independent ownership through flexible financing. They fund acquisitions, expansions, construction, and refinancing. Harbor is a unique veterinarian only community and educational platform with thousands of members. We cover a lot of content and Travis is full of knowledge on all things veterinary medicine and ownership.What he is seeing today in the landscape of veterinary medicine.The demand from young veterinarians for practice ownership and the conversations he's having.Current practice owner's and their long term plans and exit ideas.An overview of Harbor and it's purpose and mission.The "why" and origin of Suveto.The difference between economic and entrepreneurial ownership for veterinarians.The biggest opportunity for young veterinarians.Challenges and road blocks in veterinary medicine.Travis' LinkedInHarbor Suveto Calico Financial
11/23/202030 minutes, 43 seconds
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#62 Danielle Lambert - Building a Brand and the Power of You

In this episode, Danielle Lambert the founder of Snout School, Co-Founder of 7S Society, and business development VP for WhiskerCloud joins me to discuss an array of topics. We cover the following:You think about brand building and contributing to vet med as not being mutually exclusive. Can you talk about that and share your thoughts? LinkedIn Post Discussed What constitutes a good brand in your mind? For someone wanting to build a brand where/what do you start thinking about? You’ve created quite the squad over at Snout School, how has the business grown over the years and what’s on the horizon?Online marketing and veterinary medicine where is it and where does it need to go?What social media channels do you think are most under utilized today in veterinary medicine?You’ve been a loud and vocal person when it comes to racial equality and pushing for change within vet med, has that always been a passionate area for you or how have you shaped and evolved in that regard over time?Share a little about 7S and the work you are doing there?What is a soapbox topic we haven’t discussed yet that is near and dear to you?Snout School7S Society WhiskerCloudDanielle's LinkedIn
11/15/202043 minutes, 51 seconds
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#61 Stacey Cordivano, DVM - The Whole Veterinarian

In this episode, I'm joined by Dr. Stacey Cordivano. Dr. Cordivano after a one-year internship opened Clay Creek Equine Veterinary Services, LLC in 2010. Her veterinary interests include performance issues in the sport horse, alternative medicine and emergency medicine. Dr. Cordivano also hosts her own podcast, The Whole Veterinarian. The podcast is to give back to the veterinary community by curating information and guests who educate on all sorts of personal and financial development topics. We discuss the following:How she adjusted her work/life situation to get back to enjoying her career.Her connection to Seth Godin.Her favorite books and podcasts that inspires her.What her thoughts are on income-based repayment plans.How good it felt to fire non-appreciative clients and how that changed her business. As business owner, how she has adapted a model of service that works for her.The biggest opportunities within equine medicine today.Why do so many veterinarians underprice their services?  What is a soapbox topic?www.claycreekequine.comwww.thewholeveterinarian.comFind her podcast on your favorite player: https://thewholeveterinarian.buzzsprout.com/Instagram: @thewholeveterinarianEmail: thewholeveterinarian@gmail.comwww.decadeonevet.comFavorite Podcasts:Unlocking Us - Brene BrownAkimbo - Seth Godin10% HappierTed Talks DailyBigger Pockets MoneyChooseFIAkimbo Workshops
11/8/202036 minutes, 40 seconds
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#60 Blake Root - Collaboration brings success in veterinary medicine

In this episode, I'm joined by 2nd year veterinary medicine student Blake Root. Blake hosts the "Tails from Vet School" podcast, attends the University of Wisconsin-Madison, and is the President of the local SAVMA chapter. Blake shares his journey to get to Wisconsin and his "why" for veterinary medicine. Blake has an exceptional take on the state of veterinary medicine and how the community can be successful in the future. We discuss the following:The origin and inspiration of your podcast "Tails from Vet School"?How networking has helped him grow as a professionalWhat started your desire to want to go to vet school? How Iowa State shaped his ultimate decision to go to vet school?What's been the biggest surprise since starting veterinary school at UW?What has you excited about today and where you are?Long term, what aspirations do you have, and what's success look like?His soapbox topic.Tails from Vet SchoolFacebook: https://www.facebook.com/tailsfromvetschoolInstagram: https://www.instagram.com/tailsfromvetschool/?hl=enTwitter: https://twitter.com/tfvspodcast
11/1/202033 minutes, 51 seconds
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#59 Carson Taylor - Maximizing Your Practice Sale Value

In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving the accuracy, efficiency, and providing actionable intelligence with valuations. Carson and I discuss the following:Why so many veterinary practice owners don't know the value of their business?How working at RBC in Investment banking on the CAPNA/VCA deal got his start in veterinary medicine. His view on consolidation firms vs. private practice?Where is the opportunity for younger veterinarians to buy a practice?The Ebay or structure auction process.How much leverage does a seller have? What do deals look like today? What are the multiples?  He shares why some of the appraisal standards today aren't as beneficial as in years past?What is the cost to sell a practice?P/E Model for evaluating who should be your team. Baking contest idea...find your fit. Carson’s LinkedInVetvalue.petVetValue LinkedInVetValue Facebook
10/25/202045 minutes, 21 seconds
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#58 Radio Show - Retirement Plan Rollovers - A How To Guide

In this episode, Isaiah has a solo radio show that he walks through what to consider when you leave an employer and have a retirement plan there. These include 401ks, SIMPLE IRAs, and SEP IRAs. After hearing several questions and having it be asked on a panel discussion recently, it's time to shed some light on how to think about what's the right choice. Enjoy!
10/11/202017 minutes, 1 second
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#57 VetMeasure - A veterinary monitor NOT a wearable

In this episode, Kevin Maher Founder and President & Sydney See Operations Manager of VetMeasure join the show. VetMeasure is the first non-invasive pet health and vitals monitoring device designed to help veterinarians better monitor recovering patients. We discuss:The one data point they'd love to collect if they could find anything. VetMeasure's mission and goal.Why they moved from a collar to a harness?The difference in wearables and monitors.How veterinarians are using the harness today.The ROI of the harness and long term uses.Launching a product in 2020 and the challenges and opportunities.VetMeasure's WebsiteKevin's LinkedInSydney's LinkedIn
10/4/202027 minutes, 48 seconds
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#56 Tierra Price, DVM - Diversity Leads to Growth in Veterinary Medicine

In this episode, Dr. Tierra Price joins the show. We discuss her journey and diversity within veterinary medicine. She is a recent graduate of Virginia-Maryland College of Veterinary Medicine, where she served as Vice President of her class and President of the Women’s Veterinary Development Leadership Initiative. She is currently a Community Medicine veterinarian in Los Angeles, California, but has a wide variety of veterinary interests including emergency/critical care, surgery, public health and lab animal medicine. As a veterinary student, in 2018, Dr. Price founded BlackDVM Network, a community that connects Black veterinary professionals for mentorship and advancing veterinary medicine.Why veterinary medicine for you? What was your exposure to the career?Veterinary School & Admissions - what's working and not working.Her experiences at Virginia Tech and how she dealt with it.The foundation and progression of BlackDVM Network.What the community of veterinary medicine can be doing to become more diverse.Her soapbox topic on veterinary medicine, diversity, and inclusion.BlackDVM NetworkBlackDVM Network Instagram Dr. Price's LinkedIn
9/27/202041 minutes, 33 seconds
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#55 Jenifer Chatfield, DVM, Dipl. ACZM, Dipl. ACVPM - Radically Authentic

In this episode, I'm joined by Dr. Jenifer Chatfield. Dr. Chatfield is a sought after speaker seen at WVC, Fetch, VMX, and NAVC. She is the co-host of the #1 veterinary podcast call Vet Candy. A policy specialist serving on Capitol Hill in Washington D.C. Past owner of two ER clinics. The conversation is wide ranging and so enjoyable. You don't want to miss this back and forth. We chat through:What she would do if she couldn't work in veterinary medicine.Thoughts for working with family.Favorite platform to create content. HINT follow her YouTube channel. The difference between inspiration and creativity.Where to find inspiration for content. Misunderstandings within veterinary medicine. Being young in veterinary medicine. Imposter Syndrome.Practice Ownership.Best books, podcasts, videos she's watched recently. Finally, her soapbox topic. Website YouTube ChannelVetCandy PodcastDr. Chatfield's LinkedInLearn about Medici
9/20/202046 minutes, 57 seconds
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#54 The Veterinarian Financial Advisor Network

In this episode, I keep it short and sweet with a radio show to let you in on a project that I've been able to work on with Dan Routh, CFP® and Ashley Foster, CFP®. After listening head on over to the website to see what the Veterinarian Financial Advisor Network (VFAN) is all about.www.veterinarianfinancialadvisornetwork.comLearn about Medici
9/13/20206 minutes, 27 seconds
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#53 Aaron Smiley, DVM - How COVID-19 Accelerated Telemedicine Growth & Adoption

In this episode, I'm joined again by the telemedicine evangelist Dr. Aaron Smiley. We talked in episode 24 and for those that don't know Dr. Smiley I'd recommend listening to that episode first. We touch on how he's seen the growth of telemedicine grow during COVID-19. An update since we last spoke and what he's seeing in his practices and hearing from his peers around the country. The increase and acceptance of telemedicine due to strong veterinary care demand. Features and how he is using telemedicine with Medici.Economic opportunities for veterinary clinics leveraging telemedicine.The fears that are still holding back veterinarians from embracing telemedicine.The Veterinary Virtual Care Association and it's mission. Thoughts on where we are heading with telemedicine in the future. Veterinary Virtual Care Association (VVCA)https://www.aaronsmileydvm.com/https://www.linkedin.com/in/aaronsmileydvm/Learn about Medici
9/6/202030 minutes, 6 seconds
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#52 Tyrone Ross Jr. - Bitcoin & Digital Assets

In this episode, I discuss Bitcoin and Digital Assets with Tyrone Ross Jr. CEO of Onramp Invest. I believe that Bitcoin will be the story of the 2020's and it's a topic that most in veterinary medicine likely haven't considered or discussed. Tyrone is a friend and thoughtful thinker in the space so I wanted to bring him on to share his view with you. We discuss the following:How would he would describe Bitcoin?Why does Bitcoin matter?What's his Bitcoin story?Is it safe?How will Bitcoin be disruptive? What is a soapbox topic on Bitcoin that you would want to get out to anyone whose interested in it?What are good, sound resources to learn more about Bitcoin?His story and what he's working on in regards to financial education. -Isaiah’s Post - Bitcoin & The Founding Fathers-Bitcoin Whitepaper-Andreas M. Antonopoulos YouTube Channel - Intro to Bitcoin-Connect with Tyrone-The “Learn Money” Campaign for Better Financial Education for Young PeopleLearn about Medici
8/31/202041 minutes, 13 seconds
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#51 Clint Latham - Why IT matters in Veterinary Medicine

In this episode, I'm joined by Clint Latham J.D. is a Purdue law graduate and has an undergraduate degree in information technology. He is the founder of Lucca Veterinary Data Security whose mission is Advocating for Privately Owned Practices Across the Country. What law school teachings most stay with him today?The AVMA study on Cyber-security. The simplest and most actionable cybersecurity protection action that all veterinary clinics can take today. The Lucca Veterinary Data Security story. The issues with costs for quality IT services in veterinary medicine. The hardest part of starting a business from scratch. His IT soapbox topic. Clint’s LinkedInLucca Veterinary Data Security Website5 Simple Steps to Protect Your Practice E-Book Learn about Medici
8/23/202032 minutes, 56 seconds
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#50 Brad McMillan - Veterinarians in R&D

In this episode , Brad McMillan of RPM Research Solutions talks about the opportunities veterinarians have working in industry roles for research and development roles. He shares that the R&D space has a lot of opportunities with looming retirements and need for veterinary talent. We discuss:What types of positions that are available for veterinarians in R&D? What are the main reasons you hear from veterinarians that they want to work in industry vs. clinical practice?The three R's of the industry. Developing soft skills for interviews, but also to improve as a veterinary professional.What are the most unique benefits you are seeing in offers that weren’t there in the past? What are hiring managers looking for when they look at resumes today?How can a veterinarian best work with a recruiter? Case studies and success stories of those working in the R&D Industry.Candidate Resources for Interviewing Hiring Manager Resources Brad’s LinkedInRPM Research SolutionsLearn about Medici
8/16/202026 minutes, 41 seconds
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#49 Ivan Zakharenkov, DVM, MBA - The Vetprenuer

In this episode, Dr. Ivan Zak is a vet-prenuer. He’s worked in ER medicine, launched and sold a start-up SmartFlow Sheets, and is the current CEO of Veterinary Integration Solutions. Oh and he’s a co-host of a great veterinary podcast called Veterinary Innovation Podcast. We discuss The story of how he attended vet school twice, and what the differences were. The idea, building, and sale of SmartFlow Sheets.Lessons learned when he sold to IDEXX.Why his passion is building vs. managing.The Veterinary Innovation Podcast and the journey with his co-host Shawn Wilkie.His latest venture Veterinary Integration Solutions and what the mission is.How to transform data into actionable insights.The burnout challenges within veterinary medicine and the research Dr. Zak's is working on. Dr. Zak's LinkedInThe Veterinary Innovation PodcastVeterinary Integration SolutionsBurnout investigation using Professional Fulfillment Index (PFI) in the Veterinary domainLearn about Medici
8/9/202034 minutes, 4 seconds
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#48 Radio Show - Veterinary Student Takeover

In this episode, Dan Routh and I are joined by Aishwarya Chitnis and Jayden Roberts who are both veterinary students at Purdue and Cornell. The episode is structured to allow Ash and Jayden to ask their questions and those of their peers currently in school. We chat on the following:How both of their summer plans were disrupted by COVID-19 and what they are doing now.What should things should we being doing now as students or within our first years out of school to be financially secure down the road aside from the basics like loan repayments and budgeting?I have always wanted to study abroad but it almost feels impossible with the amount of veterinary school loans I have. Can you recommend some ways of making study abroad more economically feasible?I am a second year veterinary student and I am going to graduate with loans of over $ 150,000. It often scares me how much time I’m going to need to repay them. Do you think I should focus on repaying my loans or buying a house or a practice right out of vet school?As a female who intends to have a family, I have concerns about being able to keep up with my male counterparts in building my career, but also want to have time for family. What advice or insight do you have?With the high depression and suicide rates in our profession, what is the mental health space like once we graduate? Is there an awareness of this in most clinics or is it something just talked about while we are in school? - Listen to episode 36To connect with Ash and JaydenAsh's DVM Instagram Ash's Personal Instagram Ash's LinkedInJayden's Instagram Jayden's LinkedIn If you'd like to see more content like this please provide feedback or reach out to Dan or I via social media. The easiest way is to join the private podcast Facebook group. Click here to...
8/2/202046 minutes, 42 seconds
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#47 Meagan Landress - An Update On The Student Loan Landscape

In this episode, I'm joined by Meagan Landress, CSLP® who is a Certified Student Loan Professional. Meagan shares where we are, what the future of loans might look like, and what veterinarians need to think about in regards to their student loan balances. We discuss:The landscape of student loans in the world of COVID-19.Should someone wait to refinance their student loans with the talks of the government forgiving loans?What all student loan borrowers should be thinking about today.We walk through two different veterinarians she's worked with as case studies to discuss how and what they ended up doing to plan for student loans. Finally, she shares her soapbox topic when it comes to student loans and debt. Meagan's InstagramFacebookLinkedInWebsiteThe Student Loan Planner Learn about Medici
7/26/202044 minutes, 25 seconds
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#46 Jimmy Bell & Mira Johnson - Business Strategy in Veterinary Medicine

In this episode I'm joined by Jimmy Bell, CPA and Mira Johnson, CPA from JF Bell Group. Jimmy and Mira advise veterinarians throughout the country on better business strategy and processes to execute on those strategies. We discuss a wide range of topics and if you are a owner or aspiring owner this in a cannot miss episode.How JF Bell Group is non-traditional CPA and that's by design.Why they decided to go all-in for veterinarians.How technology is making veterinary medicine more efficient and why proper implementation is vital.How owners need to think about business strategy.How cash flow challenges before and during COVID-19 impact practices.Why succession planning is an under discussed topic in veterinary medicine.Finally, a soapbox topic that is worth listening for.Book Referenced - Don’t Sweat the Small StuffWebsite - http://cpasforveterinarians.com/Facebook TwitterInstagramJimmy's LinkedInMira's LinkedInLearn about Medici
7/19/202044 minutes, 7 seconds
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#45 Joy Fuhrman, DVM, MBA - DVM Compensation Conundrum

In today's episode I'm joined by Joy Fuhrman, DVM, MBA of Shepherd Software to talk about her passionate stance around DVM compensation and why the majority of the industry gets it wrong. Why compensation in veterinary medicine is so fiercely debated?Why does Pro-Sal fail?Why finding a veterinarians motivation is critical to long term success.Corporate vs. Private Practice and compensation structures. What her day job is and what Shepherd Software solves.What was the most difficult and what is her favorite of her various degrees.Finally what makes veterinary medicine great?Articles Referenced: Will COVID-19 Change the Way Associate Veterinarians are Compensated?A prescription for changeJoy's LinkedIn Learn about Medici
7/12/202028 minutes, 58 seconds
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#44 Jennifer Thompson - Marketing Strategy & Tactics

In this episode, Jennifer Thompson of Insight Marketing Group joins the show to talk through how veterinary practices need to think about marketing in today's world and the impact of COVID-19. We discuss:The difference of being "on" and "in" when it comes to marketing.Why storytelling is the key to online reviews.The value of testimonials.Why video is a relationship builder when it comes to marketing.Why automated social media is dead. How to market telemedicine to clients.Best ROI today for a marketing budget. Insight Marketing Group - https://insightmg.com/Learn more about the podcast sponsor Medici - https://medici.cx/vetsuccess
7/5/202036 minutes, 1 second
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#43 Robert Trimble, DVM - Veterinary Entrepreneurship Academy

In this episode, Dr. Trimble executive director of the VETERINARY ENTREPRENEURSHIP ACADEMY (VEA) joins the show for a wide-ranging discussion. VEA's mission is to accelerate innovation and entrepreneurship from within the veterinary profession. We discuss the followingThe history and mission of VEA.The far to common narrow focus that veterinarians often have on their career.Changing from providing knowledge to wisdom and why that matters so much.The nine core elements of business and how to think differently.Why veterinarians are great problem solvers and possess the skills to be great business creators.The vision for expanding programming to those already in the workforce vs. only students.His favorite VEA story.How can the industry support VEALearn more about VEA : https://vea.vet/Students check out the resources on how to get involved: https://vea.vet/studentsDr. Trimble's LinkedIn: https://www.linkedin.com/in/robtrimble/Learn about Medici
6/28/202031 minutes, 27 seconds
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#42 Veterinary Financial Summit - Empowering Veterinarians About Finances

In this episode, Dr. Meredith Jones, an emergency veterinarian in the Richmond, Virginia area, and Dr. Phil Zeltzman, a board-certified veterinary surgeon in Pennsylvania & New Jersey, share their new veterinary-only financial community Veterinary Financial Summit. If you are curious about how to grow your financial IQ, this is a cannot miss episode. We discuss the following:Phil's background and desire for better financial education. Meredith was a guest on show #20 check that show out here for her entire background.Why Veterinary Financial Summit? Why now? What’s the vision?One topic of personal finance they would want all veterinarians to focus more on if they had to choose.Ownership as a wealth-building tool.Good debt vs. Bad Debt.Favorite blog post on their site and why.Each of their soapbox topics at the intersection of money and veterinary medicine.To learn more about Veterinary Financial Summit visit the website - https://vetfinancialsummit.com/To learn about the Summit start here - https://vetfinancialsummit.com/summit/To register for the summit - http://vetfinancialsummit2020.eventbrite.com/ Phil's LinkedIn Profile - https://www.linkedin.com/in/phil-zeltzman-dvm-dacvs-cvj-ffcert-b6782a6/Meredith's LinkedIn Profile - https://www.linkedin.com/in/meredith-jones/Learn about Medici
6/21/202040 minutes, 38 seconds
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#41 Justin Weaver - Veterinary Practice Transitions

In this episode, I'm joined by Justin Weaver, Esq. from Your Vet Lawyer who naturally is an attorney serving veterinary medicine. We discuss selling your practice and the challenges and opportunities during that process. You'll hear about:What "making the donuts" means.What the process looks like from beginning to end.The deal stoppers that happen in a transition.What consolidators consider a "red flag" and can jeopardize a deal.How real estate plays a bigger role than you might think.The differences in corporate vs. private buyers.Resources:Your Vet Lawyer - https://www.yourdentallawyer.com/veterinary-lawJustin's LinkedIn - https://www.linkedin.com/in/justin-weaver-9b224513/Learn about Medici
6/14/202036 minutes, 5 seconds
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#40 Dan Markwalder, DVM - Practice Ownership & Leadership in Veterinary Medicine

Dan Markwalder, DVM, is a veterinarian and a partner in Companion Animal Hospital Partners and Animal Care Clinic both in the Chicagoland area. He is a principal and co-founder in the 7S Society and a co-founder of Vet Mentor Solutions. We discuss why practice ownership is so vital in veterinary medicine and what it takes to be a great leader in practice.His story of starting his first practice and how partnerships have been a foundation of success for him.How he's managed to successfully partner with 21 other veterinarians over 25 years.The learning moment when he realized he wasn't the leader he wanted to be.Why mentorship is foundational for any young veterinarian in today's environment.Why metrics are essential, but shouldn't be the only driving factor.Debt and practice ownership, how he thinks about the two.Why culture helps recruit and retain talent.COVID-19 and the impacts on business...today and for the future.Dan's LinkedIn Profile - https://www.linkedin.com/in/dan-markwalder-a2798241/7S Society Website - https://7ssociety.com/Vet Mentor Solutions - https://vetmentorsolutions.com/Learn about Medici
6/7/202041 minutes, 28 seconds
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#39 Radio Show - Investing 101

In this episode, Dan Routh and Isaiah come back for a radio show to discuss investing 101. There has been a lot of interest and activity in investing lately. They discuss the following:The growth of individuals investing and trading in the market today.The basics – identify your risk tolerance, time horizon, diversification, and cost.How to think about investing and medical research.How to overcome biases, the biggest one being home country biases.The Global Market Portfolio.The issue of time horizon mismatching.Savings vs. Investing outperformance.Risk & ReturnRebalancingFree Vanguard Risk Tolerance Tool - https://retirementplans.vanguard.com/VGApp/pe/PubQuizActivity?Step=startGlobal Market Portfolio - https://mebfaber.com/2015/05/30/chapter-6-the-global-market-portfolio/Morgan Housel’s Article Mentioned - https://www.collaborativefund.com/blog/when-you-have-no-idea-what-happens-next/
5/31/202036 minutes, 42 seconds
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#38 Jason Nicholas, DVM - An Ounce of Prevention is Worth a Pound of Cure

In this episode, I'm joined by Dr. Jason Nicholas, President and Chief Medical Officer of Preventive Vet. We talk about all things preventative medicine, why he's so passionate about it, how it can drive growth, and why it just feels so dang good to do.The rise of "pandemic puppies" and the potential issues and opportunities that are here.What he misses most about working in the clinic?What he enjoys most about your role today with Preventive Vet?How does he make preventative education fun for pet owners?How have they leveraged social media the best to spread the word?What do you see as the most significant impacts of preventative education for a veterinarian?The feedback on the 101 books that veterinarians have used with their clients.The story of the journey with Preventive Vet sticks out most.What is the biggest challenge in preventative medicine today?To check out more on Preventive Vet go to: https://www.preventivevet.com/Facebook Page: https://www.facebook.com/PreventiveVetLearn about Medici
5/24/202041 minutes, 26 seconds
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#37 Peter Weinstein, DVM - Innovation and Inspiration for Veterinary Medicine

In this episode, I’m joined by Peter Weinstein, DVM. He is the Owner of PAW Consulting, Executive Director of the Southern California Veterinary Medical Association, President of Simple Solutions for Vets, and author of multiple books. Peter is a legend in veterinary medicine and someone not afraid to “rattle” a few cages per se as you’ll hear. We discuss the following:His post in Today’s Veterinary Business about his daughter and her journey to become a veterinarian.His role as a parent in his children’s success and direction in life.The challenges in the pool of candidates in veterinary school.Is there a diversity problem in veterinary medicine?What makes a great young veterinarian in today’s world.How has COVID-19 changes the “glacial” pace of change in veterinary medicine?Why veterinary medicine is a service and should be compared to other service businesses and how to embrace that.What business he would emulate as a practice owner in veterinary medicine.How to address the fear of implementing change?The biggest threat to veterinary medicine today?Why is money a taboo topic in veterinary medicine?What is he is most excited about in veterinary medicine?What is next on his list of things to do?Today’s Veterinary Business Article - https://todaysveterinarybusiness.com/my-daughter-the-veterinary-student/Peter’s BookPeter’s LinkedIn - https://www.linkedin.com/in/pawdr/PAW Consultingwww.simplesolutionsforvets.comBook on Habits – Atomic Habits – James ClearLearn about Medici
5/17/202052 minutes, 28 seconds
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#36 Maggie G. Mortali, MPH - Mental Health Awareness and Suicide Prevention in Veterinary Medicine

In this episode, I'm joined by Maggie G. Mortali, MPH Senior Director at the American Foundation for Suicide Prevention. As May is Mental Health Awareness Month this conversation dives deep into mental health and awareness within veterinary medicine. We discuss:Maggie's role and the collaboration between AFSP and AVMA.How critical an environment if for mental health and well-being, and how to improve it.Why don't veterinarians and their human health peers reach out for help?What are the barriers to care?What is a crisis response after a suicide death? The After a Suicide: A Toolkit for Colleges of Veterinary Medicine What is secondary trauma? Project 2025 and the goal of the AFSP to reduce suicide deaths in the US and how you can help.If you or anyone you know is struggling with suicidal thoughts, dealing with a crisis, or need to talk to someone please call the National Suicide Prevention Lifeline at 800-273-8255. Or contact the Crisis Text Line by texting TALK to 741741.After a Suicide: A Toolkit for Colleges of Veterinary Medicine - https://afsp.org/story/nation-s-top-suicide-prevention-and-veterinary-medical-organizations-partner-to-rResources for healthcare professionals and medical educators - https://afsp.org/healthcare-professional-burnout-depression-and-suicide-preventionLearn about Medici
5/3/202033 minutes, 9 seconds
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#35 Lauren Smith, DVM - Stop Being So Judgmental

In this episode, I'm joined by Dr. Lauren Smith a practicing small animal veterinarian and likely better known as the Vetitude. We learn about the origin story of the Vetitude and how it came to be.How to better collaborate with clients vs. view them as the enemy. How embracing her uniqueness and fighting imposter syndrome has allowed her to have a bigger impact on the veterinary medicine community. Her view of the success and not as success clinics and hospitals as a relief veterinarian and what are the patterns. What makes veterinary medicine great in her eyes.What her soapbox topic is and why everyone needs to listen. LinkedIn Profile - https://www.linkedin.com/in/laurensmithdvm/Website - https://thevetitude.com/Learn about Medici
4/26/202024 minutes, 5 seconds
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#34 Jeff Thoren, DVM, PCC, BCC - Results happen below the surface

In this episode, I'm joined by Dr. Jeff Thoren. Jeff is a veterinarian and coach working within the veterinary medicine community. He shares his experience and conversations about how coaching works in practice and theory. We discuss:How as a new DVM, he realized that he wasn’t going to be a longer-term veterinarian in the future.Why the people aspect of veterinary medicine was the most significant calling, he felt, and helped him launch into coaching.Are leaders born or made?How the movie A Smile as Big as the Moon is a fantastic analogy for leadership and how leaders can take turns leading.What is an enlightened rebel, and how that plays a significant role in veterinary medicine.The difference between a consultant and a coach.The turning pointing in his career on burnout and the blog posts associated with that season of life.How coaching helps create space to improve, process, maintain and move forward.What topics have been surprising from a coaching perspective in veterinary medicine.How coaching is often below the surface and helping on the mental and emotional components.What is evidence-based coaching? How are results measured?What is the “Advice Monster?”Movie mentioned - A Smile as Big as the MoonBook Mentioned – The Coaching HabitJeff’s Today’s Veterinary Business Post – Douse the flames of early burnoutJeff’s LinkedIn Profile - https://www.linkedin.com/in/jeffthoren/Learn about Medici
4/19/202054 minutes, 21 seconds
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#33 Isaiah Douglass, MBA, CFP® - The One Year Interview

In this episode, the tables are turned, and Dan Routh takes control of the microphone and interviews Isaiah. Dan digs into Isaiah’s story and his background.How did someone born on a farm find his way to financial planning?His journey to starting his firm and the “why” behind it.Why veterinary medicine?Why is he so adamant about ownership in veterinary medicine?The two critical questions for anyone to ask a financial advisor.The story of the podcast and why it was started.VetPartners and why the organization is so essential to the industry.His answer to the success question he asks all his guests.Website: www.vincerewealth.comLinkedIn: https://www.linkedin.com/in/isaiah-douglass-mba-cfp%C2%AE/
4/1/202051 minutes, 34 seconds
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#32 Stacy Pursell - Industry insights from thousands of conversations

In this episode, I'm joined by Stacy Pursell Founder, CEO & President of The VET Recruiter. The VET Recruiter is an animal health recruiter; a veterinary recruiter is the source for finding animal health jobs, veterinary jobs, and veterinarian jobs.Stacy sharesHer journey to starting and running a veterinary specific recruiting company and how the industry found her.How “going outside of the book” and going all-in on veterinary medicine and animal health allowed her to start The Vet Recruiter.The story of how she was able to help a veterinarian earn a significant increase in benefits and pay and the joy associated with that.The job security and the low unemployment rate in veterinary medicine. Why she believes today is the best time in history to be a veterinarian.What is surprising or unusual in the trends in the industry from her conversations.Are student debt forgiveness offerings beginning to be more standard in employment contracts?The leverage that veterinarians have in a job search given the need in the marketplace.How not to use the leverage and stories of mistakes by candidates and how that impacts them longer term.The impacts and changes to the nature of the industry given the shift towards female veterinarians.Her advice to all veterinarians to ensure they are adequately paid.Why her success is aligned with the best outcomes for the industryWebsite: https://www.thevetrecruiter.com/Stacy’s LinkedIn: https://www.linkedin.com/in/stacypursell/Learn about Medici
3/30/202046 minutes, 38 seconds
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#31 Matthew Salois, PhD - Translating data into insights for veterinary medicine

In this episode, I’m joined by Dr. Matthew Salois, Chief Economist and Head of the Economics Division at AVMA. We discuss the following:LinkedIn and how Dr. Salois has leveraged social media to not only educate the industry but understand where to direct more in-depth research based on feedback.The cost of veterinary medical care and the economic dynamics in play today, and the amount of care that’s left undone. 33% of pets don’t receive the proper care from a veterinary professional annually.Debt and financial stress and the impact this has had on the profession. He shares some insights into the breakdown of student loan debt in the industry.Why financial literacy won’t solve the issues plaguing the industry.Asking for help in areas outside of our expertise is not only smart, but it’s also necessary.The labor market and attracting talent, what are the industry trends in hiring and retaining talent.The utilization of vet techs and looking at the dentistry model for inspiration on delegation of workloads within a practice. 60% of veterinary practices are not thriving and operating inefficiently; he discusses the AVMA efficiency index.Leadership and how he leads a team of high-performing people.Books mentioned by Patrick LencioniThe Five Dysfunctions of A TeamDeath by Meeting: A Leadership Fable...About Solving the Most Painful Problem in BusinessWhat would be the one data set of veterinary medicine data would he love to get, and what would he do with it?He shares his definition of success both personally and professionally.Finally, he shares a great call to action for anyone working in veterinary medicine.Dr. Salois’ LinkedIn - https://www.linkedin.com/in/msalois/Learn about Medici
3/15/202046 minutes
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#30 Andrew Rotz, CFP®, CCFC - Serving Students at NC State by Providing Financial Education

In this episode, I'm joined by Andrew Rotz, CFP®, CCFC, as he shares his experience serving the future veterinarians from his position within NC State. The unique aspect of this interview is Andrew's experience and insights from thousands of conversations and countless hours spent with future DVM's talking about all things related to their financial life. He also has a unique perspective coming at the financial discussion from an angle of pure education as he is employed by NC State. We discuss the following in this interview.Finding Balance in family, country, and work to excel at all and not sacrifice one for the others.The elephant in the room is student loans, but budgeting and insurance are so critical as well to the early success.What he hears from those in school about the desire for ownership opportunities in the future.The desires of current and future veterinarians for employment that fits within the lifestyle goals they have.Understanding the changing landscape of the industry and why the universities preparing the students evolved and the costs associated with that change.His role on staff at NC State and is a CERTIFIED FINANCIAL PLANNER TMWhat he is seeing from employment contracts in the industry as 4th-year students accept and review initial job offers.The hidden benefits of various offers and what is most beneficial vs. a nice to have.He discusses how much negotiation flexibility he is seeing from offers and what areas are more negotiable vs. those areas that are not.His opinion on the financial services industry which is unique given his knowledge, experience, and lack of a conflict since he’s employed by NC State.The need for Fee-Only and truly fiduciary aka “best interests of the client” in today’s world of financial advice.Why student loan planning and advice is sorely lacking with most CFP®’s today and his desire to see that changed.The one-piece of financial advice he wished everyone understood better.He opens up and shares a personal financial story of a big lesson learned and how that humbled him in a way that wasn’t easy at the time.Website: https://cvm.ncsu.edu/education/academic-affairs/financial-services/Learn about Medici
3/1/202051 minutes, 29 seconds
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#29 VetPartners One Question | What is the one idea or concept you wish more veterinary professionals knew about?

In this episode, I’m borrowing an idea from a friend who did a one question episode on his podcast. I recently was in Las Vegas for the 2020 VetPartners meeting. I thought last year how fun it would be to ask one question to all these experts and record their insights and share them. So I asked, “What is the one idea or concept you wish more veterinary professionals knew about?” Below are the experts who I was able to get their replies recorded. I wish I could have 3xed this episode, but we’ll likely do another round of this in the future if the feedback is strong. Enjoy!Dr. Dan MarkwalderBeth ScottCraig SpinksDan RouthDr. Jason NicholasDr. Jeff ThorenBryan ClarkeJeremy BurroughsJosh VaismanDr. Joy FuhrmanPaul CamiloDr. Kimberly Pope-RobinsonDr. Peter WeinsteinDr. Lauren Smith aka “The Vetitude”Dr. Lisa MausbachMary BergStacy PursellTo find these professionals and others within VetPartners feel free to visit -> https://www.vetpartners.org/Learn about Medici
2/28/202021 minutes, 4 seconds
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#28 Simon Starkey, DVM, MBA, PhD, BVSc, D.AVBP – In the clinic with a data driven veterinarian

In this episode, I'm joined by practicing veterinarian Dr. Simon Starkey.  He answers what his favorite program is between his DVM, MBA, and Ph.D. and why. Why sick leave matters to the profitability and effectiveness of a practice, Dr. Starkey discusses his blog post. His journey through education and veterinary medicine An example of a colleague incentivizing his support staff by understanding the ebbs and flows of the practice and sharing the benefits appropriately. Looking at the data to dive into the optimal appointment time and the ATC for visits. His view on the secret to combat burnout while being an associate veterinarian. Why offering the relevant and needed vaccines is not up-selling, but THE standard of care. How segmentation of who you serve allows for you and your clinic to work with those that desire what you offer. Why every practice even those small ones should have a vision and mission statement to guide the “How” and “Why” of the care provided. Building care and rapport with clients over time and showing how much, you care allows for YOUR standard of care to be more accepted over time. The interaction of clients with wellness plans and discounted exams. Why and when they make sense. The power of all kinds of data within veterinary medicine and where the future will be going. Dr. Starkey's Blog Post - https://www.linkedin.com/pulse/paid-sick-leave-does-pay-simon-starkey/?trackingId=SpYv2cN0WaHPN9mbiJQzgA%3D%3D Dr. Starkey's LinkedIn Profile - https://www.linkedin.com/in/simon-starkey-bvsc-phd-mba-d-abvp-a9ab0725/
2/16/202049 minutes, 2 seconds
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#27 Radio Show - All About Health Insurance for Veterinarians

In this radio show episode, we take a question that was left on a review and turned it into a show all about options for health insurance as a veterinarian. AVMA – Health Insurance - https://avmatrustahp.com/Health Savings Account Blog Post - https://www.growingyournetworth.com/the-insurance-strategy-that-you-can-actually-want-to-use-for-retirement/Health Sharing Optionshttps://libertyhealthshare.org/https://www.chministries.org/Marketplace Insurance – www.healthcare.govFor more information head over to https://www.growingyournetworth.com/category/podcast/Learn about Medici
1/31/202030 minutes, 1 second
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#26 Angela Demaree, DVM - Live the Life of Your Dreams

In this episode, I talk with Angela DeMaree, DVM of PAWS Consulting. She retired as a MAJ in the US Army Reserves where she learned so much about leadership. In addition to her leadership experiences as a veterinarian and veteran, she holds a Master of Public Health from the University of Southern California's Keck School of Medicine in biostatistics and epidemiology and is a Certified High Performance Coach. How her mom inspired her to overcome obstacles and was a source of inspiration How failures can inspire success, and how long it takes to be an overnight successesLearning > Failure and how to frame working towards big goalsHer big core values: Bold Leadership, Innovation, Selfless Service, and AdventureHow she sees the veterinary profession as the most innovative and intellectual professions out there (biased of course)What is PAWS ConsultingHer veterinary medicine story and journey from Equine Sports Medicine to working for AVMA in D.C. to finally working on the regulatory side in Indiana.Why she doesn’t think the theme of young veterinarians don’t want to own is trueHow sharing and collaboration can help solve some of the biggest issues in vet medAligning values with goals and dreamsWhy she started her podcastThe three main concerns of veterinarians she heard were: work/life balance, career transitions, and personal financeYou are the only one that has to want the dreams and goals in your life, don’t make them about someone else’s visionBe sure to listen to the end as she offers a free strategy session offer to all listenersFacebook: https://www.facebook.com/groups/BusyProfessionalsWhoThriveTribe/Instagram: https://www.instagram.com/demareedvm/Twitter: https://twitter.com/DemareeDVMLinkedIn: https://www.linkedin.com/in/demareedvm/Website: https://www.pawsconsulting.comBeyond the Stethoscope Podcast: https://podcasts.apple.com/us/podcast/beyond-the-stethoscope/id1354281411Learn about Medici
1/26/202040 minutes, 32 seconds
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#25 Josh Vaisman – Caring for those that provide veterinary care

In this episode, Josh Vaisman Co-Founder of Flourish Veterinary Consulting joins to talk about how a personal burnout crisis lead him to find his passion, which is helping those that work in veterinary medicine have long, happy, and flourishing careers providing the best care they can.· How working at PetSmart lead him to his introduction into veterinary medicine.· How his career developed, and he found his specialization in practice management.· The relationships that allowed for some tremendous opportunities for financial and professional growth.· Why he felt burned out and how he knew he could not carry on doing everything the way it was currently structured.· How Flourish was founded.· The ideas and concepts behind positive psychology· The virtuous up-cycle· Why we are looking to be at a +5 stage of life· How to approach life more positively and the spillover effects of that.· The scientific and statistical evidence of positive workplace culture.· What is an ENPS Score. Why they matter for veterinary hospitals. Also, the average being between -10 and 10.· Helping co-launch the Power of Ten Leadership Program for Practice Managers.Website: https://www.flourishveterinaryconsulting.com/Facebook Page: https://www.facebook.com/flourishveterinaryconsulting/Josh’s LinkedIn: https://www.linkedin.com/in/josh-vaisman-ccfp-mappcp-pgc-8371877/Learn about Medici
1/13/202049 minutes, 1 second
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#24 Aaron Smiley, DVM - The Telemedicine Evangelist & Veterinarian Advocate

In this episode, I’m joined by Dr. Aaron Smiley, DVM. Dr. Smiley is a practicing veterinarian, public speaker, and advisor on the topic of veterinary telehealth. He is also Chief of Staff Advisor at VetCor, President-elect of the Indiana Veterinary Medical Association, on the Alumni Board for the University of Illinois College of Veterinary Medicine.He shares his passion for the veterinary medicine community, and it’s due to the overflow of enthusiasm for the profession and what veterinary medicine does for its patients and clients.The history of his entrepreneurial side, which started on the school bus selling stickers.Why private practice ownership didn’t materialize for him even though it was a big goal initially, and why he credits that as a blessing today.How he is working to improve the mentoring quality in vet med today with DVMmentoring. www.dvmmentor.com Why telemedicine is so critical and likely already incorporated in your practice today.How telemedicine can offset losses of revenue in other areas, namely pharmacy.The three questions to ask all virtual care appointments.Can you provide a global view of the animal?What medications is the animal on?Can there be a recheck in 24 hours?He addresses how to think about pricing telemedicine and virtual services.Why, as long as you remain the doctor in virtual care, it’s not going to burn you.His most significant initiatives for being IVMA President in 2020Bringing more technology to veterinary medicineEngage the support staff better namely the nursing staffHow the care in veterinary medicine should emulate the dental model in regards to nurses helping to grow the business similar to dental hygienists.The best advice he’s ever been givenWhy sharing ideas in veterinary medicine is so important.Ways to connect and follow Dr. Smileyhttps://www.aaronsmileydvm.com/https://www.linkedin.com/in/aaronsmileydvm/https://www.medici.md/doctors/solutions/veterinarianhttps://dvmmentor.com/Learn about Medici
12/30/201929 minutes, 21 seconds
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#23 Bobby Lind - Hidden Value: Real Estate Representation

In this episode, I’m joined by Real Estate Broker Bobby Lind with Carr Healthcare Realty. In our discussion we talk about:Bobby’s path to be a healthcare-specific real estate pro.What is tenant representation and why it’s so important?How to think about the buy/lease question all veterinarians think about.The mistakes made by veterinarians when they go through the process the first time.The process of looking for space and why the process starts from the first call to a landlord.The costs behind a clinic buildout and how a longer-term lease can lessen those costs.How far away can you move a clinic before you should worry about losing clients?When should you start the renegotiation process with a current landlord?A success story and how free rent played a role in the process. Yes, that is a very real thing…The tangible amount of money a lease or buy decision can have on your business profits.Website: www.carr.usLearn about Medici
12/1/201925 minutes, 51 seconds
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#22 Michael Burger - Legal Advice, Relationships, and Veterinary Medicine

In this episode, I talk with Michael Burger partner and attorney at NC Planning. NC Planning focusing on Wills, Trusts and Estate Planning, Business and Corporate Planning, Professional Practice Planning, Probate, Estate, and Trust Administration, and Tax Planning and Representation.We talk about the legal advice and planning needs of veterinarians.He shares his journey from litigation to working with business owners on helping them succeed.The issues with “traditional” legal advice and the “ripple” effect it can have.We discuss NC Planning’s Complete Corporate Counsel Model.He shares what he sees from start-up practices, and perhaps why that trend is so prevalent.The process of a start-up a veterinary business.What’s most often missed during the start-up process that is critical to long-term success.Why planning to succeed three to five years down the road is vital.How to determine if a start-up is right for you?NC Planning – www.ncplanning.comLearn about Medici
11/11/201947 minutes, 28 seconds
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#21 Radio Show - Disability Insurance 101 & AVMA Economic Summit Review

In this episode, Isaiah and Dan talk about Dan's recent dvm360 post on disability insurance and why it's so crucial for veterinarians.Dan's Article - http://veterinarybusiness.dvm360.com/veterinarians-what-happens-if-you-can-t-workIsaiah's Disability Article - https://www.growingyournetworth.com/six-critical-features-of-a-rock-solid-disability-policy/Isaiah shares his recent conference trip to AVMA's Economic Summit and his key takeaways.Isaiah's Blog Post Write-Up - https://www.growingyournetworth.com/avma-economic-summit-takeaways/Remember to follow Isaiah and Dan on social mediaIsaiah's Twitter - https://twitter.com/IDFinancialDan's Twitter - https://twitter.com/DanRouthCFPIsaiah's LinkedIn - https://www.linkedin.com/in/isaiah-douglass-mba-cfp%C2%AE/Dan's LinkedIn - https://www.linkedin.com/in/routhdaniel/Learn about Medici
11/1/201931 minutes, 29 seconds
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#20 Meredith Jones, DVM - The Vet Who Talks About Money

In this episode, I talked with Dr. Meredith Jones, DVM, to share her vet med story and the passion she has for financial education.Her veterinarian medicine storyHow and why she became a financial coachTeaming up with another veterinarian to talk personal finance and student loans at AVMAThe most overlooked financial to-do most young veterinarians makeDisability Article - https://www.growingyournetworth.com/six-critical-features-of-a-rock-solid-disability-policy/ The Veterinarian Financial SummitDebt-to-Income Ratio and Why it’s essential in regards to student loan debtVIN Calculator Link - https://www.vin.com/studentdebtcenter/default.aspx?pid=14352&id=7578014 A unique look at the success that’s so much about giving back to the veterinary community.Debt Free Vet – Facebook GroupVeterinary Financial Summit - www.vetfinancialsummit.comLearn about Medici
10/20/201927 minutes, 21 seconds
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#19 Emily Dong - The Power of Data in Increasing the Standard of Care

In this interview, I speak with Emily Dong, the founder of PawPrint. PawPrint is the official pet medical record company. The What and Why PawPrint was created.The issues caused by the lack of medical records.The monetary and compliance benefit of having quality information.The opportunities to embrace technology in vet med for a higher standard of care.Emily’s background of being a non-veterinary medicine and the benefit to that.The next stage for PawPrint.Ensure you tuned in through the end, as it may seem like we wind down; we keep going on some details on PawPrint. Emily shares why she’s a fan of faxes even as a tech-centric company!Website: vet.getpawprint.comLearn about Medici
10/6/201930 minutes, 37 seconds
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#18 Radio Show - Mental Health & Work/Life Balance

In today's episode, Isaiah and Dan share some stories that begin the discussion around mental health and work-life balance. Your mental health is the biggest priority in all decisions.Articles Reference: https://www.npr.org/2019/09/07/757822004/veterinarians-are-killing-themselves-an-online-group-is-there-to-listen-and-help & https://time.com/5670965/veterinarian-suicide-help/Not One More VetIf you or someone you know may be contemplating suicide, call the National Suicide Prevention Lifeline at 1-800-273-8255 or text HOME to 741741 to reach the Crisis Text Line.Learn about Medici
9/23/201925 minutes, 37 seconds
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#17 Jason Coppens - The Process Blueprint for Practice Growth

In this episode, I'm joined by Jason Coppens of Coppens Business Strategies. You might want to have a pen and paper handy or just come back and re-listen. The content moves fast, but has a lot of value. We talk about the following:How he learned how to scale and build processes for growth.How helping to triple the rate of revenue growth of his wife’s practice was the beginning of the veterinary medicine niche.The 20/20/20/20 Rule and how it can help align your Profit and Loss Statement to ensure your profitability stays in check.The Key Performance Indicators (KPI’s) he likes to track and the returns the practice typically receives from these efforts.Dormant patients – someone not seen in 13 months reminders, phone calls, and a letter. Mix up communications. Call in the 13 months 10%-20%....18 month mark usually about 5% return on that.Dormant Patients coming back in….going up ratio 1:3. 90 patients going dormant per month. 30 will come back.Losing 60 patients each month…new patients vs. new clients. Get all the pets from each clients.      New to the area      New Pet      Unhappy at current providerForward booking – every client that walks in the door with an appointment walks out of the door with an appointment. That’s for all types not just annuals. The average is 10%-20% have those appointments booked. Never going to be 100%, but you need to ask 100% of the time.     60% is high but compare that to dentistry at 90% that’s too low for vet med.The industry trends and where veterinarians need to think about their business for the future.Implementing new ideas and why it’s so hard and we often fall short.Coppens Website: https://www.cb-strategies.com/Learn about Medici
9/15/201958 minutes, 8 seconds
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#16 Sarah Rumple - The Power of Words

My guest on today's show is Sarah Rumple the Chief Creative Officer of Rumpus Writing and Editing. We talk about:How her second career landed her a job at AAHA and how that position helped her launch her business.The work she's done across the veterinary industry and it's unlikely you haven't seen her work. As a veterinarian how to think and utilize social media and how to create content that is evergreen and get the most mileage out of it. Empowering your team to help create the content you need to share with your clients.Why making it a team effort improves the quality of content. The story of looking for more DVM writers and the responses.The writing class that she teaches and the impact.What success looks like to her and her dogs make a surprise visit on the podcast. To follow Sarah and get in touch please visit: https://rumpuswriting.com/Learn about Medici
9/2/201940 minutes, 38 seconds
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#15 Tony Ferraro - Meeting Your Clients Where They Are Financially

In today's episode I'm joined by VetBilling's founder Tony Ferraro. We talk about the founding of VetBilling and what they do. As well as the following:How third party financing can be more rigid in the offering. Tony mentions a 40% approval rate, so what about the other 60%? I did push for some data behind this number and here is the reference source. The typical delinquency of clients on payment plans being 3%-5%, but can reach closer to 10%-15% and why even at the elevated level it still makes sense. How to construct a payment plan and the down-payment, payment length, and details. How VetBilling allows for more control at the clinic level than third party financing. Understanding your cost per minute as a method for a down-payment. Cost Per Minute = Expenses + Cost of Goods Sold / Minutes open per year - $2 - $10 per minute is the wide range for practices.We review case studies and the amount of care that can increase as well as the dramatic revenue increase. One case study added 707 new clients in a year while adding $413K in revenue. The training and marketing that must be done to do this effectively.The trends in the industry and why something "boring" like a payment plan can help fund other reinvestment opportunities. Finally, the goal for payment plans should only make up about 10%-20% of outstanding accounts receivable not the majority of revenue. Learn about Medici
8/18/201943 minutes, 42 seconds
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# 14 Radio Show: I’m Out of Debt Now What? | The Landscape of Practice Ownership in Veterinary Medicine

In this episode, Dan and I discuss a Veterinarian's submitted question.Q: "As the total on my student loans is finally dwindling (under 7,000, whoo-hoo!); my husband and I hope to get a better idea on where to put the funds we were using for loans (paying off house, saving for 529 account, putting more towards our ROTH IRAs, etc.)" Health Savings Account (HSA) Article Mentioned:  https://www.growingyournetworth.com/the-insurance-strategy-that-you-can-actually-want-to-use-for-retirement/ VIN Article:  https://news.vin.com/VINNews.aspx?articleId=53435 For all podcast related content head over to www.growingyournetworth.com. Learn about Medici
8/11/201927 minutes, 21 seconds
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#13 Michael Linardi - Teamwork, Practice Dynamics, and Mentoring

My guest on today's show is Michael Linardi of Halcyon Coaching. Michael's background is leadership training and coaching for executives and business owners. Michael's focus turned to veterinary medicine when he met his husband Dr. Dean Tyson. Who is the ideal leader in Michael's mind?His first experiences in veterinary medicine. The leadership challenges most veterinarians face. The industry changes.Areas that veterinarians can adjust to become better leaders.How to facilitate a culture change in a practice. The Veterinary Associate Success Mentoring Program he and Dr. Tyson offer.Finally, he answers what does success look like in the most unique way I've heard yet. Michael's Website: http://michaellinardi.com/ Michael's book recommendation: The Partnership Charter: How To Start Out Right With Your New Business Partnership (Or Fix The One You’re In) - David GageThe Veterinary Associate Success Mentoring ProgramLearn about Medici
8/4/201941 minutes, 51 seconds
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#12 Shea Cox, DVM - Addressing the Needs in End of Life Care

My guest on today’s show is Dr. Shea Cox. Shea is the founder of PetHospice. Shea is also about to be a published author, which she humbly tries to sneak in at the end. Shea’s mission as you hear throughout is to make end of life care and euthanasia easy on the pets, the owners, and the veterinary staff. She shares her journey to veterinary medicine and the challenges she overcame. The challenges she saw as a emergency and critical care veterinarian. How she looked at the challenge, noticed it was a passion, and something she enjoyed providing. How a three-hour appointment time not only works, but is financially feasible. How she’s leveraged technology to provide on-going support and better care. Her thoughts on battling compassion fatigue and burnout. Finally, be sure to listen to the end where she explains what she’s excited about, what keeps her moving forward, and the certification process for International Association for Animal Hospice and Palliative Care which she helped found. So, with that introduction enjoy my conversation with Dr. Shea Cox which I can assure you won’t allow you not to smile and laugh throughout. PetHospice Website: https://www.pethospice.com/Facebook Group: https://www.facebook.com/groups/PetHospiceGroup/International Association for Animal Hospice and Palliative Care Website: https://www.iaahpc.org/Learn about Medici
7/21/201939 minutes, 50 seconds
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#11 Radio Show - What's the long term financial planning veterinarians need

 On today’s radio show Dan and I tackle a  submitted question “What about long-range financial planning, as most vets start out by struggling to pay their school loans back, and after that, if they decide to open a practice, they just replace these loans with practice loans, mortgages, etc.” We discuss practice ownership and why it more important today for veterinarians than any other time in the professions history.  Finally we discuss a tweet and article about How to Build Wealth - https://fourpillarfreedom.com/how-to-build-wealth/ 
7/12/201925 minutes, 20 seconds
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#10 Robert Sanchez - Marketing, Philosophy, and The Power of Story Telling

In this episode, I have the pleasure to talk with Robert Sanchez CEO and co-founder of Digital Empathy a marketing company focused on serving the veterinarian community.How a philosophy major that wanted to be a lawyer became a veterinary marketing guru?Jeff Bezos, Elon Musk, Steve Jobs, Rene Descartes made an impact on him.Why starting a business in hard in any industry, and the respect that he has for veterinarians that do just that. He shares his first foray into business was not successful at all.How marketing within veterinary medicine often times can't see the forest for the trees, and many marketing efforts are boring and too generic.How the fear of failure and feeling not good enough is what is holding you back. How marketing is a Hero’s Journey and the power of storytelling. Finally listen to the end where his version of success is so moving and powerful, which once you listen to his interview you will understand why. Digital Empathy Website - www.digitalempathyvet.comRobert's Email - robert@digitalempathyinc.com Imposter Syndrome Blog PostTim Ferriss - Fear(Less) Ted Talk Donald Miller - StoryBrandLearn about Medici
7/7/201949 minutes, 15 seconds
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#9 Jim Brindestine - All Things Construction & Being Your True Authentic Self

My guest on today's show is Jim Brindestine founder and owner of BuildSmart Construction. We talk about starting a construction business in the depths of the great financial crisis. How Veterinarians became a niche. How he started and how BuildSmart Construction evolved into what it does today, and the entrepreneurial journey lessons which are applicable to veterinarians thinking of doing a start-up. How treating people the right way and communication have built his business. How to interview and evaluate a builder or contractor for a project. Don’t forget to listen to the end where he talks about success and ultimately what he doesn’t want to become. I hope you enjoy this open conversation about being your true authentic self with Jim Brindestine.www.indybuildsmart.com Jim's LinkedIn PageLearn about Medici
6/23/201941 minutes, 15 seconds
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#8 Radio Show - Buying a home with debt & Jay-Z's Billionaire Status

On today's show, we start the first of the "Radio Shows"In the show Dan and Isaiah answer the question posed to Isaiah, "...information on buying a house with a quarter million dollars in debt?"Articles & Links MentionedKen Fisher Article on Housing Charlie Bilello Twitter Thread on Home Prices Dan shares the news and story about Jay-Z Officially being a BillionaireLearn about Medici
6/21/201922 minutes, 23 seconds
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#7 Dan Routh , CFP® - Financial Planning for Veterinarians

On this episode I'm joined by Dan Routh, CFP®. The episode is unique in the fact that Dan will be an on-going presence on the show, so I wanted to interview him first. Dan shares his story of why did he decide to be a financial advisor, and how it wasn't a life long passion. Why veterinary medicine is so important to him (Spoiler: His wife). The unique challenges that veterinarian students face, as he witnessed it during Kelsey's time at Oklahoma State University. What is specific to the planning needs of veterinarians. What good financial advice looks like. Finally, listen to the end where we touch on success and time, and how that matters to Dan and his family. Dan's Blog: https://pointedforward.com/ Old Peak Finance: https://oldpeakfinance.com/ Dan's Twitter: https://twitter.com/DanRouthCFPThe Time Tweet we discuss: https://twitter.com/edborgato/status/1120804090064199680?s=12 The Disney Article I discuss: https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html Top 10 Questions to ask a Financial Advisor from the CFP® Board: http://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/ten-questions-to-ask-your-cfp-professional Consumer resources from NAPFA for evaluating a financial advisor: https://www.napfa.org/financial-planning/consumer-resources Learn about Medici
6/9/201939 minutes, 3 seconds
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#6 Grace Kim, DVM - A Richer Life DVM

My guest on today's show is Grace Kim, DVM or better know as A Richer Life DVM a financial blogger. We discuss her story of growing up as a child of South Korean immigrants. Working at multiple types of veterinary care practices across the country due to her husband's placements as a physician. How being sold whole life insurance was the trigger to understand how money works and get a better handle on the family’s finances. How The Merck Wellness Study was a big factor in launching the blog. Why talking about money is important for veterinarians and shouldn’t be looked at as taboo. Her favorite blog post and why it’s likely not one you’d expect. Her thoughts on financial advisors and how to evaluate them. Make sure you listen to the end where she talks about what the future holds and I’m sure you’ll be hearing and reading a lot more of her work!– with that introduction enjoy my discussion full of insights and laughs with Dr. Grace Kim. A Richer Life DVM BlogGetting the “whole” story: My take on Whole Life InsuranceMerck Wellness StudyDr. Kim's favorite Blog PostA Richer Life DVM Facebook Group - Veterinarians Only Twitter - A Richer Life DVMLearn about Medici
6/2/201952 minutes, 46 seconds
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#5 Christine Knjell - Medicine is the Easy Part

My guest on today’s show is Christine Knjell. Christine’s passion for veterinary medicine started at a young age as she discusses, and that passion still burns today. She talks about her path to today, the psychology of communication and running an effective and efficient practice. The role of compassion and having people personally invested in a hospital’s success. What she would do differently looking back on the sale of the business. Why being a mom and an owner is hard and how she’s learned to get better at dealing with the guilt she feels inside. How she would compete against corporate practices today. The exciting up and coming veterinarians that are going through the veterinary entrepreneurship academy. How she’d recruit associates in this marketplace. Finally, be sure to stay till the end where her definition of success hits extremely close to home with her daughter’s desire to be a veterinarian. So with that introduction enjoy this wide ranging and fun conversation with Christine Knjell. Veterinary Entrepreneurship Academy (VEA) - https://vea.vet/ Modern Animal Health -  https://www.modernanimalhealth.com/ Learn about Medici
5/26/201941 minutes, 55 seconds
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#4 Dr. Sarah Fallaw, PhD - The Science of Building Wealth

My guest on today’s show is Dr. Sarah Fallaw. Dr. Fallaw and I’s discussion centers around her and her fathers work in The Next Millionaire Next Door. We discuss her interest in psychometrics and that’s what helped her look at wealth building as an area of interests. The challenge of veterinarians and doctors in general in building wealth. The self-limiting beliefs we often put on ourselves unjustifiably. The lack of financial literacy many people receive throughout their lives. The impact our parents have on our concepts and ideas on wealth. The best way to demonstrate and teach children about good financial habits. Finally, be sure to listen to the end where she talks about the role of communication in building wealth. So with that introduction join me as we discuss all things wealth building with Dr. Sarah Fallaw. Datapoints: https://www.datapoints.com/ The Next Millionare Next Door: https://www.amazon.com/Next-Millionaire-Door-Enduring-Strategies/dp/1493035355 Abigail Disney Interview Link:  https://www.thecut.com/2019/03/abigail-disney-has-more-money-than-shell-ever-spend.html Learn more about Medici
5/12/201945 minutes, 39 seconds
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#3 Jess Trimble, DVM - Telemedicine & The Future of Veterinary Medicine

My guest on today’s show is Dr. Jess Trimble. Jess is the co-founder and Head of Health for Fuzzy Pet Health. Jess and I talk about her backstory on how a veterinarian and venture capitalist found each other. What is Telemedicine, Telehealth, and virtual care. How it’s helping treat pets that otherwise would not receive care. The questions and concerns around virtual services. The increased trust and compliance of those clients that use virtual services. The opportunity for education and revenue. Practical suggestions on how a practice could begin to implement a virtual offering. The future of technology in veterinarian medicine. Finally, be sure to listen to the end when Jess talks about her thoughts on a virtual practice model improves mental health for veterinarians. Website: https://www.yourfuzzy.com/ Instagram: https://www.instagram.com/fuzzypethealth/ Facebook: https://www.facebook.com/yourfuzzy/ Learn about Medici
4/28/201952 minutes, 10 seconds