Physician Entrepreneurs

Private Practice Running a Small Business

by David I Katz

Private practice carries both higher risks and greater

long-term potential rewards

wwwdavidikatzauthorcom

Physicians in private practice are entrepreneurs and need to look

at your practice as a business

wwwdavidikatzauthorcom

What skill sets do you havebull Is there someone who knows the numbersbull Who can be the face of the practicebull Who will market to prospective patientsbull Who understands the operational issuesbull Who knows HR how to recruit and hire the

right people

wwwdavidikatzauthorcom

Create Advisory Board

wwwdavidikatzauthorcom

bull Attorneybull Bankerbull Accountantbull Retired Physicianbull Marketing Professional

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Private practice carries both higher risks and greater

long-term potential rewards

wwwdavidikatzauthorcom

Physicians in private practice are entrepreneurs and need to look

at your practice as a business

wwwdavidikatzauthorcom

What skill sets do you havebull Is there someone who knows the numbersbull Who can be the face of the practicebull Who will market to prospective patientsbull Who understands the operational issuesbull Who knows HR how to recruit and hire the

right people

wwwdavidikatzauthorcom

Create Advisory Board

wwwdavidikatzauthorcom

bull Attorneybull Bankerbull Accountantbull Retired Physicianbull Marketing Professional

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Physicians in private practice are entrepreneurs and need to look

at your practice as a business

wwwdavidikatzauthorcom

What skill sets do you havebull Is there someone who knows the numbersbull Who can be the face of the practicebull Who will market to prospective patientsbull Who understands the operational issuesbull Who knows HR how to recruit and hire the

right people

wwwdavidikatzauthorcom

Create Advisory Board

wwwdavidikatzauthorcom

bull Attorneybull Bankerbull Accountantbull Retired Physicianbull Marketing Professional

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

What skill sets do you havebull Is there someone who knows the numbersbull Who can be the face of the practicebull Who will market to prospective patientsbull Who understands the operational issuesbull Who knows HR how to recruit and hire the

right people

wwwdavidikatzauthorcom

Create Advisory Board

wwwdavidikatzauthorcom

bull Attorneybull Bankerbull Accountantbull Retired Physicianbull Marketing Professional

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Create Advisory Board

wwwdavidikatzauthorcom

bull Attorneybull Bankerbull Accountantbull Retired Physicianbull Marketing Professional

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Marketing Your Medical Practice

Marketing Strategybull Target Demographicsbull Referralsbull Marketing Channels

wwwdavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Marketing Your Medical Practice

Marketing expertisebull Do you have marketing experiencebull Hire a marketing consultant

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Marketing Channels for Your Medical Practice

Websitebull lists your services and credentials

wwwdavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Social Mediabull Facebook ndash invite Likesbull YouTube ndash videosbull Blog ndash health and medical topics

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Direct mail and print advertisingbull Send out flyers to homesbull Run ads in papers magazinesbull Special offers

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Public relationsbull Free articles for papers TV and magazinesbull Authoritative sourcebull Builds awarenessbull Content for website and social media

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Marketing Channels for Your Medical Practice

Community participationbull Speak to local groupsbull Volunteer

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull Office managerbull Nurse or nurse practitionerbull Front office scheduling and greetingbull Back office billing and collections

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Office staffbull What role does each person playbull Every employee is an expensebull Too few staff v too many

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

How to hire office staffbull Referralsbull Jobs Wanted listingsbull Staffing firms

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Referralsbull Simplifies search processbull Saves time and moneybull Difficult to turn down family referrals

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Job wanted listingsbull Many potential candidatesbull Time consuming

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

wwwdavidikatzauthorcom

Hiring Staff for Your Medical Practice

Staffing firmbull Professional recruiters handle the whole

processbull Increased costsbull Additional services such as temps

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

Remember that in a small practice you are always wearing two hats providing professional services and operating a small business Regardless of how good you are clinically you have to manage the

financial side effectively if you want to be successful

wwwdavidikatzauthorcom

~ Dr Richard Greenwald

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

A Financial Prescription for Doctors and Dentists

wwwdavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

about David I Katz Wealth Manager and Financial Advisor

wwwdavidikatzauthorcom

I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals

Contact David Katzdaviddavidikatzauthorcom

David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for Doctors

by Medical Economics Magazine 2011 2012 2013 and 2014

bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional

bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report

wwwdavidikatzauthorcom

free download20 Questions to Ask a Prospective Financial Advisor

wwwdavidikatzauthorcom

free download20 Questions to Ask a Prospective Financial Advisor

wwwdavidikatzauthorcom