Eric Miller has been in the financial planning industry for over 20 years. He is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He has a degree from Capital University and is a Registered Financial Consultant® and licensed insurance agent.
He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he’s had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance.
During the show we discuss:
● Practice Owners
● The #1 reason Doctors are not financially sound
● Easy steps for financial planning
● The biggest financial barriers for practice owners in this Covid crisis
● How to stay afloat in the Covid crisis
● How to know your Financial Prosperity Index Score
● The right time to expand a practice
● Selling a practice for a maximum value
● Areas of financial planning practice owners miss and need particular help with
● Achieving financial goals
● How to know if one reached financial freedom
● Exiting a practice
● The simple reason practice owners are not financially independent now
● Importance of asset protection for a practice owner
● How to know when your current financial plan is failing
Show resources: