Getting your CPA, financial planner and other professionals all on the same team…your team!
For the last 16 years, Charles Loretto has been an Investment Advisor Representative with Cain Watters and Associates. Each week, he presents to dental schools, residency programs, study clubs, dental symposiums and state and national dental meetings. He works daily with dentists and other healthcare providers to carefully choose the financial team that will guide their practices and manage their personal finances. He is also the founder of National Dental Placements, a CWA affiliate company that assists doctors in buying, transitioning and valuation of a practice.
To help us assemble the criteria for organizing your total financial team, we welcome Charles Loretto as our Crown Council Mentor of the Month.
Pam Peterson "Recruit, Hire and Retain NOW!"
Dr. Eric Goodman "True To Form"
Dr. Ray McKinley - "Ride the Elephant – the Journey to True Success"
Jon Acuff and "Soundtracks: The Surprising Solution to Overthinking"
Dr. Chris Hammond "Our Great Habits"
Greg & Steve Anderson "How Did The Crown Council Begin?"
Dr. Joseph Michelli "Stronger Through Adversity"
Mentor of the Month: Larry Stanleigh "The Golden 10"
Dr. David Hornbrook "Relationships"
Dr. Guy Gross "Associates"
Dr. Arun Garg "The Implant Specialist"
JACK FAIRCHILD "Immune Support"
Barbara Freet "COVID-19 HR Decisions"
Dr. Kris Heap "Best Doctor to Work For"
Barbara Freet "Show Me The Money" (Compensation Paid Correctly)
Katie Poulsen "A Dental Hygienist Story"
Joseph Michelli "The Airbnb Way"
DR. KEN CHAPMAN "On Being a Dentist"
Coach Bob Hurley "The Miracle at St. Anthonys"
Dr. David Hornbook & Josh Walker "Stop Communicating With Your Lab"
Awakening Divine Wildness
The Wisdom Podcast with Dorothy Ratusny
Trim Healthy Podcast w/Serene & Pearl (and some guy named Danny)
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