logo
episode-header-image
Apr 2024
43m 31s

1967: KPIs & Strategic Finance

Mark Costes
About this episode

On today's episode, we are back, fresh from the Dental Success Summit in San Antonio, Texas, In this episode, we have Dr. Deren Flesher, a panelist from the Summit's discussion on Key Performance Indicators (KPIs).

Dr. Flesher dives into the significance of KPIs in dental practices, sharing insights on hygiene efficiency and supply management, highlighting the importance of being well-prepared and having efficient systems in place. Drawing from his own extensive experience, Dr. Flesher elaborates on the complexities of personal finance, the impact of investment choices, and the benefits of strategic tax planning.

With a focus on personal finance and investment, Dr. Flesher discusses his journey through entrepreneurship and his proactive approach to financial stewardship. He emphasizes the crucial nature of starting financial planning at the moment of realization, regardless of career stage. For those feeling behind, he offers encouragement and a strategic perspective, advocating for diversification and the careful balance between managing debt and seizing investment opportunities.

Listeners seeking personal finance guidance or interested in learning more about Legacy Point can reach out to Dr. Flesher directly. His passion for educating and empowering dental professionals in financial matters shines through as he invites open conversations about money and investment strategies. He reassures listeners that it's never too late to start and that proper planning can lead to financial freedom, enabling more life choices and opportunities outside of the operatory.

EPISODE RESOURCES

Up next
Nov 21
2385: Why Wisdom Teeth Are the Most Underrated Revenue Stream
<p>On today's episode, Dr. Mark Costes is joined by Dr. Brandon Chapek, a general dentist turned surgical powerhouse who's built a thriving, high-production practice centered around wisdom tooth extractions and IV sedation. Brandon shares his unique path from growing up on a farm ... Show More
46m 13s
Nov 20
2384: How to Increase Revenue Doing Zero Extra Dentistry
<p>On today's episode, we feature an impactful breakout session led by Amy Hernandez at this year's Dental Success Summit. Amy, billing coach and fee negotiation expert with PPO Profits and DSI, shares powerful strategies for increasing your practice's profitability—without addin ... Show More
57m 23s
Nov 19
2383: The Leader in You
<p>On today's episode, we feature a powerful breakout session presented by Dr. Allen Gotora at this year's Dental Success Summit. In an inspiring and deeply personal talk, Dr. Gotora shares his journey from Zimbabwe to the U.S., the life-altering moment that ignited his passion f ... Show More
53m 59s
Recommended Episodes
May 2025
Corporate Finance Explained | Corporate Turnarounds: Rebuilding Financial Health
What happens when a company starts slipping, has declining margins, mounting debt, or cash flow concerns? In this episode of Corporate Finance Explained on FinPod, we take a closer look at how businesses bounce back from financial distress and the critical role corporate finance ... Show More
14m 43s
Oct 2024
Money Flow Philosophy: The Path to Wealth and Integrity
Welcome to another episode of Gerald Peters' podcast. In this episode, Gerald shares his insights on the Money Flow Philosophy and the importance of health, wealth, and mindset. He emphasizes the need for daily discipline, much like going to the gym or showing up for work, to ach ... Show More
22m 29s
Jun 2025
Corporate Finance Explained | Financial Storytelling
Mastering Financial Storytelling for Strategic Influence in Corporate FinanceIn this episode of Corporate Finance Explained on FinPod, we explore one of the most critical yet overlooked skills in mid-career finance: financial storytelling. For professionals in FP&A, strategic fin ... Show More
21m 51s
Jun 2024
Money Talk - Retirement, Investing, and More!
<p>Hi, fellow SLPs! In today’s episode, Hallie welcomes Mel Abraham, a CPA by education, entrepreneur, financial expert/advisor to businesses and individuals and an author of an upcoming book titled Building Your Money Machine: How to Get Your Money to Work Harder for You Than Yo ... Show More
34m 35s
Jan 2024
2596: Money Management Tips by Sandra Kenrick with I Will Teach You To Be Rich on Personal Finance
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2596: Sandra Kenrick offers insightful money management strategies, focusing on the importance of mindset, automating finan ... Show More
11m 50s
Aug 28
Corporate Finance Explained | Navigating Corporate Finance in Emerging Markets
Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it's a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corp ... Show More
12m 10s
Aug 19
Careers in Finance | Charlie Schilling
In this episode of Careers in Finance with CFI, we're joined by Charlie Schilling, the CEO of Macabacus. Charlie's career journey is a masterclass in navigating diverse industries, spanning investment banking, management consulting, and senior leadership roles at major companies ... Show More
44m 31s
Oct 15
1135: Where Strategy Meets Finance in the Ad-Tech Revolution | Clayton Kossl, CFO, Basis Technologies
On his first day in investment banking, Clayton Kossl was “thrown right into the cauldron.” With few senior professionals in the small aerospace and defense group, junior bankers like him were expected to face company owners directly. “You had to understand the businesses inside ... Show More
42m 24s
Jan 2025
Building a Finance Function From the Ground Up
The journey from being a solo finance expert to architecting a robust finance function is complex. Knowing where to begin and how to proceed can shape the future of your department and company. In this episode, host Melissa Howatson welcomes Amy Ward, CFO of Blue River PetCare, t ... Show More
29m 55s
Apr 2025
Scaling Smart: Financial Strategies for High-Growth Startups
As the startup funding landscape evolves, is your financial strategy keeping pace? In this changing environment, a well-crafted financial strategy has become increasingly crucial for startups. Janelle Gorman, CFO of York IE, York IE, an advisory and investment firm that helps tec ... Show More
38m 2s