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.
Robert Glover "Why Dentists Are Wimps"
Hal Elrod "The Miracle Morning"
Eric Goodman "Conquer Dental Back Pain Now"
Kindra Hall "Strategic Storytelling"
MENTOR #41: Michael Boerner "Dental Innovations Video Text"
MENTOR #40: Lanny Bassham "Parenting Champions"
MENTOR #39: Jack Fairchild "Crushing Stress"
MENTOR 38: Bryant Truitt "Protect Your Assets"
MENTOR 36: Barbra Freet “Gotcha!”
MENTOR 35: Audrey Wendel "The Debt Trap"
MENTOR 34: Barbra Freet "You're The Boss"
MENTOR 33: Audrey Wendel "Dental Loans"
MENTOR 32: Dan Pink "Bonus or No Bonus?"
MENTOR 31: Dan Wicker "Financial Fundamentals"
MENTOR 30: Andy Andrews "Competing On A Different Level"
MENTOR 29: Steve Gross "The Power of Optimism"
MENTOR 28: Steve Anderson "15 Secrets to Building Your Practice Culture"
MENTOR 27: Chris Malone "The Human Brand"
MENTOR 26: Brene Brown "Rising Strong"
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