In this episode of Physician Wealth Meds, Kevin Sullivan sits down with Dr. Heather Signorelli, physician, author, and CEO of NetRevMD, to explore how the financial health of a medical practice connects to a physician’s broader wealth picture. They discuss how revenue leaks, aging accounts receivable, denials, and operational inefficiencies can affect practice profitability, and why understanding these numbers matters for more than today’s income. From improving cash flow to building a stronger business for the future, the conversation highlights why a healthy practice can be an important part of a physician’s long-term financial and transition planning.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast

Website: www.WarnerWM.com

Email: KDSullivan@WarnerWM.com

Got questions?
Click here for a complimentary discussion or virtual meeting.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

For physicians, building wealth often starts with a strong income, but income is only one part of the picture. On a recent episode of Physician Wealth Meds, Warner Wealth Financial Advisor Kevin Sullivan spoke with Dr. John Daggett about another potential component of long-term wealth: Ownership.

Dr. Daggett’s story offers a look at how a physician can build a practice around greater autonomy, meaningful patient relationships, and the potential to create a business asset alongside their medical career.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast

Website: www.WarnerWM.com

Email: KDSullivan@WarnerWM.com

Got questions?
Click here for a complimentary discussion or virtual meeting.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast

Website: www.WarnerWM.com

Email: KDSullivan@WarnerWM.com

Got questions?
Click here for a complimentary discussion or virtual meeting.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.