Aligned Advisors

Eric Nuss shares with us how in the middle of trying to sell his dental practices his bank called him up and let him know they would be taking over his practices. Learn what measures you can put into place to make sure this doesn't happen to you.

In this episode, we sit down with Dr. Eric Roman—dentist, entrepreneur, and thought leader in personal development. Explore more about his impactful work at https://drericjroman.com

In the past week, I had the privilege of assisting three dentists in securing the funding they needed.

Even as banks have adjusted their lending standards, there is a pool of funds readily accessible for dentists looking to expand their practice or acquire new ones. I invite you to join us at our upcoming Growth Capital Summit https://jonathanmoffat.com/gcs where you can learn how to grow your dental empire. Don't miss this opportunity to take your dental business to the next level!

At Aligned Advisors, we embrace a strategic approach to support each client.

Unlike the majority of the industry, which primarily focuses on selling financial products, we offer a distinctly different approach.

By implementing our advanced and unique strategies, we empower our clients to realize their dreams and achieve their financial goals using the resources and assets they already possess.

Just last week, a dentist and his spouse shared their goal of generating $500,000 in passive income annually. In just 60 minutes, I demonstrated that, with their current resources, they could already achieve $610,000 in passive income. They were ecstatic!

While dentists are in different financial situations, in many cases, it's about helping our clients leverage and reposition their assets, enabling them to create passive income streams.

We invite you to schedule a strategy session to learn more about how we can assist you.

https://link.factsbuilt.com/widget/bookings/aligned-appointment/1-hour-call

Hey Doctor, are you wondering the secret to get funding to build your dental practice?

We are helping many dentist right now to get funding and I can tell you that the ones who are getting the money are being efficient.

- Efficient with your tax strategies
- Efficient with your spending
- Efficient with your systems
- Efficient with your Personal Finances.

Learn more how to increase your efficiency and raise capital at the Growth Capital Summit. https://jonathanmoffat.com/gcs

Are you a dentist with big dreams for your practice? Do you aspire to expand your group and offer even more exceptional dental care?

The Growth Capital Funding event was designed with YOU in mind!

Join us for an exclusive opportunity to secure the funding you need to make your dental practice goals a reality. Our mission is clear: to have you leave the event with an offer letter or a direct introduction to a lender ready to support your growth.

Gain valuable insights into the intricate lending landscape, and navigate the path to success with confidence. We're here to guide you through the process of working with National Banks, Regional banks, and private lending institutions.

Don't miss out on this chance to supercharge your dental practice dreams. Hurry, because only 20 spots are available! Secure your spot today at https://jonathanmoffat.com/gcs

Let's make your dental practice dreams a reality together!

In the rapidly evolving world of finance, the question of AI replacing human financial advisors is on everyone's mind. But the answer is not as straightforward as you might think.

As a seasoned financial advisor, I've recorded a video to delve into this pressing topic.

My answer: Depends!

Yes, it will replace the advisors who provide basic services.

No, it will not replace the strategic advisor who thinks outside the box and helps their clients implement their winning strategies.

Join me in this video as I break down the nuances of AI in the world of finance and why, in my view, there's no substitute for a skilled advisor who understands your financial aspirations.

Learn more here https://alignedadvisors.com

A strategic or financial plan is rendered worthless without proper implementation.

At Aligned Advisors, we understand that executing a customized business, financial, or legal strategy is crucial to achieving results for our clients.

We are grateful for the opportunity to assist the Tibbitts in achieving their goals faster than they expected.

We are truly fortunate to have the opportunity to serve exceptional individuals like the Adishians. Our mission is dedicated to supporting dentists and their families in achieving greater time and financial freedom, allowing them to savor life both in the present and the future.

In this video, Aligned Advisor CEO, Jonathan Moffat has a chance to interview Brannon Moncrief Chief Executive Officer of McLerran & Associates. Listen to this packed interview and discover.

• The current state of equity deals
• How to maximize practice sales
• What dental market are still very hot
• How to create optionality for the best deal
• And more

I am beyond grateful for the opportunity to help dentists to create more time and money freedom and help them achieve their life’s dream. At Aligned Advisors, it start with our financial roadmap so we have the opportunity to understand what is really important to our clients, their current situation and a proactive holistic and realistic plan that will give them clarity, confidence and a path to create their desire future. Here are Marshalls’s story.

I am beyond grateful for the opportunity to help dentists create more time and financial freedom while assisting them in achieving their life's dreams. At Aligned Advisors, it starts with our financial roadmap, allowing us to understand what truly matters to our clients—evaluating their current situation and crafting a proactive, holistic, and realistic plan that provides them with clarity, confidence, and a clear path toward their desired future. Here is Marshall's story.

In this video you will discover how I managed an 8-location DSO in 3 hours per week. I know it is hard to believe it, but I will share with you specifically my process.

Here is my quick video on how to use ChatGTP to start creating systems and procedures https://jonathanmoffat.com/video-page-page-9881-1931

🚀 Don't Settle for Reactive Advisors! Be Proactive, Be Ahead! 🧠🔍
📍 Your financial advisors should be proactive, not reactive! 🕵️‍♂️ Don't settle for limited knowledge and siloed advice. Full video here https://www.youtube.com/watch?v=Te6GK4zmb8M&t=1s

📍 Uncover the shocking truth your advisor won't tell you: Those management fees are eating up your hard-earned money! 😱💭 Learn from Warren Buffett's $1 million bet against hedge funds, where the S&P 500 outperformed by $634,000! ➡️ https://www.youtube.com/watch?v=Te6GK4zmb8M

🚀 Unlock the True Path to Wealth 🏦💰

📍 How do you build wealth? The stock market alone won't cut it. 📉 Check out this eye-opening visual by Visual Capitalist, using Federal Reserve data. Full video here https://www.youtube.com/watch?v=Te6GK4zmb8M

3 quick steps to overcome hiring anxiety:

🎯 Craft a strategic plan, assemble a team of experienced experts who've achieved what you aspire to and take action! Full video here https://www.youtube.com/watch?v=stWjNe5knIU

As a dentist, you've dedicated countless hours and immense effort to building your practice and accumulating wealth. But could you be falling prey to misinformation?

I'm here to lift the veil on three clandestine truths that your advisor would rather keep under wraps.

In this revealing video, you will discover:

• Why the stock market it is not the wealth-building powerhouse it's often portrayed as.
• How entrusting your money to someone else for management might actually be draining your resources.
• Why it's paramount to collaborate with a team that comprehends not just the dental industry but also all the intricacies of wealth accumulation, including taxes, real estate, cash flow, profitability, insurance, estate planning, and more.

If you feel you deserve better advice and strategies to build wealth, schedule a Financial Roadmap call today and develop a personalized strategic plan for your success. Here is the link https://startsteppingaway.com/deo-intro-invitation-page-2561

🌟 Unlock the Secret to Attracting and Retaining Top Associates! 💼💡

💰While hefty compensation packages may entice associates, what truly resonates is having a mentor. 💡✨ Gain a competitive edge by providing invaluable guidance and support that larger groups can't match.

Watch the entire video here https://www.youtube.com/watch?v=PcOLUvlhSr8

💼 Unlock the Key to Capital Access! 📊💰

📍 Building a strong relationship with the decision maker at the bank is crucial. Don't rely on the initial contact; reach out to the true decision maker. Present a comprehensive package including your business plan, financials, and more. 📝✅

What the full video here https://www.youtube.com/watch?v=hXAQbShh-mE&t=5s

🔔 Attention all Dental Practitioners! 🔔

Are you considering selling your dental practice? If so, I've got a video that you simply can't afford to miss!

"Secure Your Future With Scenario Planning: 4 Things to Know Before Selling Your Dental Practice" is a comprehensive guide packed with actionable insights and strategies tailor-made for you!

Here's a sneak peek at what you'll learn:

1️. You have the power: Realize your control over your professional future and make decisions that align with your personal and financial goals.
2️. Create a customized scenario plan: Arm yourself with a roadmap that helps you navigate potential challenges and opportunities.
3️. Determine who is doing the evaluation: Learn the importance of choosing the right person or entity for an accurate and fair evaluation.
4️. Create a tax strategy in advance: Discover how early tax planning can save you a significant amount of money.

Unlock the potential of scenario planning to maximize opportunities and sidestep costly financial errors. I invite you to schedule a call with me, where we can strategize your path to success. Begin your journey towards financial prudence with just one click. Schedule here: https://link.factsbuilt.com/widget/bookings/aligned-appointment/30-min-call

🔑 Take Charge of Your Financial Destiny! 💼💪

📍 Gain the upper hand in your banking relationships with a game-changing strategy. Learn how to negotiate a crucial clause in your loan agreement that protects your future growth plans. 💡

🔒 Ensure prepayment penalties are waived if the bank changes course, stops lending in your field, or denies your loan for expansion. Don't let their decisions hold you back from success! 💥💰

Watch the entire video here https://www.youtube.com/watch?v=hXAQbShh-mE

🔥 Unlock the Secret to Getting a "YES" from banks! 💰💼

📍 Discover exclusive strategies to make banks say YES to your plans and fuel your business growth. Don't be blindsided by unexpected loan rejections or changing regulations. 🌟

📈 Stay ahead of economic shifts and tap into the right resources. 💪 Maximize your chances of securing funds for success! 🚀💵

🦷 What Do New Associates Really Want? 🤔

Discover the secret to attracting and retaining dental associates. 🗝️

Are you a dentist struggling with the fear of hiring an associate and the potential impact it may have on the growth of your practice?

Fear no more!

In this video, I delve into the core of your concerns and offer practical solutions to help you transform your fears into opportunities for success.

Discover three proven strategies that will not only alleviate your anxiety but also drive significant practice growth.

Schedule your call now and unlock the doors to a thriving dental practice that provides both professional fulfillment and personal freedom.

Click the link https://myurls.cc/links-page-1046-2027 to schedule your call.

Don't miss out on this chance to take your dental practice to new heights!

Are you searching for the ultimate pathway to partnership with extraordinary dental associates? Look no further! Get ready to embark on a game-changing journey with me. 🌟✨ Join me in watching my latest video, where I unveil an innovative strategy that will transform your practice and help you attract and retain exceptional dental associates.

🌟 Pathway to Partnership: A Game-Changing Strategy for Attracting and Retaining Extraordinary Dental Associates! 🌟

In this must-watch video, I'll share the secrets I've uncovered after years of working closely with dental professionals, both in building my own practices and coaching doctors across the country. 💡💼 Discover how to create an irresistible practice culture that empowers associates to thrive and achieve their full potential. Learn proven techniques for attracting top talent, fostering loyalty, and cultivating a partnership-focused environment that benefits both you and your associates. 🚀🌟

💯 Don't miss out on this incredible opportunity to unlock the pathway to partnership and build a dream team of dental associates that will elevate your practice to unprecedented success!

👉 Click the link below to schedule a call with me https://myurls.cc/links-page-1046-2027

Seeking funding to fuel your practice's expansion? This video is your key! Discover proven strategies to access capital and take your dental practice to new heights. 💰💼

Book your FREE funding strategy call: https://jonathanmoffat.com/strategy-funding-call and receive expert guidance tailored to your needs. Don't miss out on this exclusive opportunity! 📞

Email us at [email protected] for a complimentary funding package, empowering you with the tools to secure the necessary funds. 📧💡

Don't let financial constraints hinder your success.