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Special Guest: Andrew Ross, CFP® - Veterinary Financial Planner
Manage episode 291973134 series 2854256
Nội dung được cung cấp bởi Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Mark McGaunn, CPA/PFS, CFP® and Jenni George, CVPM, Mark McGaunn, Jenni George, and CVPM hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Regular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and how he has boosted her business strategy over the years. Mark gives his feedback on the importance of communication between the CPA, financial planner, and of course, the client. Don't miss this highly educational episode!
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