How To Get Your Associate To Think Like an Owner
.5 CE Credit Hour / Veterinarians & Veterinary Technicians
Overview:
This course provides private practice owners with proven strategies to increase associate doctor engagement, retention, and production. Attendees will learn how to align associates’ personal finance goals with practice profitability through innovative compensation structures, wealth-building incentives, and performance-based planning. The session empowers owners to shift their associates’ mindset from employee to stakeholder.
Learning Objectives:
- Identify the primary reasons associates fail to engage with practice profitability goals.
- Recognize how personal financial insecurity impacts associate loyalty and performance.
- Evaluate compensation and bonus structures that align production with associate wealth goals.
- Describe how implementing a wealth-building blueprint increases retention and reduces turnover.
- Explain how private practice owners can create a clear, financially driven path for associates to stay, grow, and potentially transition into practice ownership.
Eric Miller, RFC
Eric has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner’s business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon.
Moderator Cody Goldstein
Cody Goldstein has firsthand working knowledge of the challenges healthcare practice ownership can bring. With more than 14 years’ experience in business administration and having spent two of those years successfully running a 7-figure clinic in Maryland. He moved back to Florida and joined Econologics Financial Advisors shortly after the pandemic and since has had hundreds of conversations with practice owners at every phase of ownership. Cody’s well-rounded knowledge equips him to provide productive introductory consultations with prospective clients to help them navigate the relationship between practice and personal finances through the indoctrination of proper financial planning and education.
This course is RACE-approved for .5 continuing education credits hours in jurisdictions that accept RACE-approval.
This activity is sponsored by Econologics.
