Doctors, if you need perspective and the mental fortitude to withstand the market volatility, Don Connelly of Don Connelly & Associates always brings insights that will make perfect sense and it will be a great source of "wealth medicine."

He has a career that spans over 60 years in the investment business. He is a master of communication bringing perspective to the markets and to "life" in general. He is a sought after speaker, coach and mentor to thousands of financial advisors and companies all over the world. He makes us better advisors with the tools and resources he provides to us, so I thought you need to hear what we hear to help you on your wealth journey.

Listen in, or watch this podcast.

Both audio and video versions of this podcast are on our website as well:

www.kdsullivanwealthstrategies.com.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Dr. Evan Duke joins us to discuss strategic planning in the main fundamental areas of every day business flow.
1. Knowing where you stand is critical with solid financials that can be viewed at a moment's notice.
2. Having a baseline
3. Making sure you address Buy/Sell Agreements and other Key Person issues.
4. Exit Planning - getting your business ready for your exit long before you exit.
_____________________________________________________________________________________

Evan Duke, D.M.A., brings to the table substantial expertise coupled with the desire to help business owners successfully exit their business. With experience in a wide range of areas in business (data & analytics; budget development & controls; strategic planning; process, policy, and procedure development; operations optimization; multi channel marketing strategy development and implementation; technological analysis & improvements; event management; website management; and public speaking) Evan takes a holistic approach to ensure a business is well built and ready for a sale.

In his free time, he loves spending time with his wife and their young son. From hikes with the family to occasional indulgences with different Star Trek Movies and TV Shows (such as TNG and DS9), he also is busy training his sons to be a connoisseur of football, baseball, hockey, soccer, and basketball.

If you would like to call and discuss strategy, etc., even if you are not close to exiting, I would love to have a call to see how we can help you. For more information about the services that we offer, here is a link to the Fractional COO/VP of Operations video playlist, and here is a link to the Fractional Leadership Roundtable video playlist.
Both go into detail about the process used with each offering.

CONTACT:
info@evanduke.com, and by business phone 864-735-7613.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Doctors - The train is leaving the station and 2030 is right around the corner, which leaves you a very short amount of time to make sure you are aligned for what's to come: Value-Based Care.

Dr. Tom Davis, shares his professional insights on this very topic in which you do not want to miss.
Below are resources provided by Dr. Davis regarding this topic.

CMS.GOV (click link to article)

• Investing in expertise and success in Value-Based Care is a capital expenditure which will create a saleable asset of immense value.

• Resources to get you started:

• Precision Healthcare can get you your first VBC contract

• Excellence in risk-code collection and compliance through Foreseemed.

• Vertedge will allow you to find your highest risk patients and your highest centers of costs so you can address both effectively.

o Connect with Dr. Davis and get free daily tactics for Value-Based Success at the Value-Based Care Success Community.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.