This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

Episode 5.6 | Originally Released: November 27, 2024

Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones.

David begins asking about Jessica's career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices—and lives—improved. J

essica then speaks to David about the importance of finding the doctor's passions and how to align the practice with those passions, along with patient needs—potentially with a cash-based revenue element outside of insurance reimbursement. She then digs into the details around service offerings, equipment purchases, the importance of delegation and other key success factors her experiences has discovered are valuable—in cash-based practices or traditional ones.

Finally, Jessica stresses the importance of brainstorming and getting out of the daily grind to have perspective on what is working and what could be improved.

Learn more by visiting the original episode page, here.

Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com.

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