Perfecting Your Practice: Optimize Your Business Finances & Outreach

Host: Chris Panebianco Guest: Roger Wohlner Don’t just run your practice with the mindset of a healthcare provider—run it as a business. Listen in as Bankers Healthcare Group’s Chief Marketing Officer Chris Panebianco speaks with Roger Wohlner about how to plan for a successful future for your practice. Wohlner started The Chicago Financial Planner blog to share his knowledge and experiences as a financial advisor. His goal is to provide ideas to readers in the hope of guiding them to take the actions needed to plan for the financial future they desire for themselves and their families. He also writes for a number of financial sites, financial services firms, and financial advisors. He strives to provide clients with a sense of control and peace of mind via financial planning and the ongoing monitoring of their situation. He also provides services to retirement plan sponsors, endowments, and foundations.