Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank

20/20 MONEY

Kandungan disediakan oleh Adam Cmejla. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Adam Cmejla atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

9M ago 50:36

MP3•Laman utama episod

Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President, Healthcare Business Banking with PNC Bank and I wanted to have Kevin on the show to discuss the state of lending, specifically in the healthcare space, from a nationwide perspective. In this episode, Kevin and talk about steps borrowers can take to put themselves in the best financial position prior to going through underwriting, how important projections and pro formas are in the underwriting process, how the banking landscape has changed as more and more banks have focused on healthcare lending, and a number of other topics.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!

And with that introduction, I hope you enjoy my conversation with Kevin Wills.

Resources:

20/20 Money Community Information

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

Apple Podcasts

Spotify

Google Podcasts

Stitcher —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

307 episod

#Business #Adamcmejla #Eyecare #Financialplanning #Optometrist #Optometry #Practiceownership #Wealthmanagement #Ophthalmologist #Adam Cmejla #Podcasting Education #CFP® #Doctor Who #Finance