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.
Jon Acuff "Finish"
Joseph Grenny "Crucial Conversations"
Lane Anderson "10 Changes Affecting Your Search Marketing"
Dr. Dennis Wells "20 Things That Have Made Me A Better Dentist"
Steven J. Anderson "The Common Denominator of Success"
Dr. Howard Hindin & Steve Anderson "The Future of Airway Health in Dentistry and Medicine"
Brian Bryd "3 Patient Education Mistakes Every Dental Practice Can Avoid"
Dr. Brian Harris "The Future of Digital Dental Marketing"
Dr. Tommy Nabors "Your Total Health"
Rory Vaden "Take The Stairs"
Dr. David Montz "Leadership Learned From Hurricane Harvey"
Sam Ballard "Dominican Republic Lab Sponsorship"
Steve Anderson "Myths About Team Motivation"
Daniel H. Pink "The Secret to Perfect Timing"
Dr. Kate Gross "What I've Learned As A Dentist"
Steven J. Anderson "Secrets of My Early Success"
Laura Heck "Developing Emotional Intelligence"
Karen Phillips (UltraDent) "Passion in People"
Dave Weber "The 12 X's of Success for Today's Leader"
Kristie Boltz "Making The Most of Your Marketing Budget"
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