Physician Practice

Increase your role as a financial planner

Physician Practice Perspective, January 21, 2003

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As an office manager, you wear many hats. Don’t forget to don your cap as financial advisor from time-to-time. “It’s important because the financial services industry changes so quickly,” says Brian Beall, CLTC, CSA, vice president of Executive Financial Planning Services of Bloomington, IN. “In the medical community, things are being done like they were a few years ago. You may not be taking advantage of current laws, [financial] providers, or products that would enhance some of the things the office. What type of plan do you have?When it comes to future

This is an excerpt from a member only article. To read the article in its entirety, please login or subscribe to Physician Practice Perspective.

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