Is goal-based investing right for you?

Is goal-based investing right for you?

By Dan Wicker In 2018, most of us understand we should be investing for the future. Though we are aware of the importance of investing, and may already be contributing, do we have a strategy? Developing an investment strategy and setting personal and financial goals...
How phone skills can make or break your practice

How phone skills can make or break your practice

By Dr. Christopher Phelps The perils —and power—of the telephone handoff. Researchers from the University of Edinburgh recently published an in-depth analysis of 2009’s Air France Flight 447 Tragedy and what went wrong. The whole piece is worth a read, but in the end...
The Team Approach to Case Acceptance

The Team Approach to Case Acceptance

By Carrie Webber A common obstacle we face when working with clients is the doctor’s sense of isolation in his or her own practice. That is, doctors often feel as if they are the only ones pursuing their practice vision and moving toward greater practice efficiency,...
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