NET WORTHWHILE™ by SignatureFD

Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore the employment market for veterinarians and hospital owners. You can find show notes and more at: https://bit.ly/3Rj1PaF  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Many conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share his thoughts on the current inflation situation. He provides some insight into the current markets, lays out what may happen in the coming months, and gives some suggestions on how you can create a plan for your business. You can find show notes and more at: https://bit.ly/3iCNNUk  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain the right professional support. In this episode, Bill R. Crank, DVM, from Total Practice Solutions Group, joins the show to share his thoughts on selling and exiting a practice in today’s market. You can find show notes and more at: https://bit.ly/3VZPVEa Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episode, Brian Frey, CFP and Partner at SignatureFD, joins the show to share what a successful business exit can look like and why he believes it is essential to start planning out your exit strategy years in advance.  You can find show notes and more at: http://bit.ly/3XLKk5M  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

What can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build an ownership culture within your practice.  You can find show notes and more at: http://bit.ly/3g819H0  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s important to understand how your real estate is valued. You can find show notes and more at: http://bit.ly/3GijETz  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.  

Many veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring empowerment and control. In this episode, Jordan Kay and Bert Hockenberry from Provide financial services join the show to discuss why many people are choosing to become owners and the steps they take to do so - even as younger veterinarians. Listen in as Bert and Jordan discuss how practice ownership can help pay off student debts quicker and may lead to long-term wealth. You’ll learn the importance of avoiding credit card debt if you’re thinking about ownership, why you might not have to be concerned about your clientele if you open up a practice, and why you may want to consider owning a practice as soon as possible. You can find show notes and more at: http://bit.ly/3TErf27  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Veterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can we find the perfect middle ground between profitability, sustainability, and work-life balance? In this second half of our two-part episode, Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets, answer this key question and more. You can find show notes and more at: https://bit.ly/3grbvkP  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

The business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they’re teaching students. So, how has the business of veterinary medicine developed, and what does this mean for the future of veterinary care? Joining us to discuss these topics and more are Donna Harris, Assistant Professor at Michigan State University, and Peter Weinstein, President of Simple Solutions for Vets. You can find show notes and more at: https://bit.ly/3yWxbvI  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Welcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what you can expect in the coming episodes, and what sets veterinarians apart in terms of financial needs. You can find show notes and more at: https://bit.ly/3Tmxpo4  Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.  

Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is also a recognized leader in real estate development efforts creating high-quality public and private legacy projects. Today, Lisa joins the show to share her journey and the challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3nWVc14 

Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as a senior legal executive, providing strategic counsel, risk management, and policy advice to senior business leaders of Fortune 100 and 500 companies. Today she joins the show to discuss her journey to becoming involved in two of the biggest companies in the USA and the unique challenges she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/38bvyg3 

Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a senior executive at T. Dallas Smith & Company LLC, the largest African American-owned commercial real estate brokerage firm in the country focused exclusively on tenant and buyer representation. In this episode, Audra joins the show to discuss how she found success whilst being a black woman over 40 starting in a new career - what some may call a triple threat. You can find show notes and more information by clicking here: https://bit.ly/3xQUUL3 

A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned with in her field. Today, she serves as CEO of Lenny and Larry’s, and she joins the show to discuss her incredible journey to the powerful position she is in now, including all the trials and tribulations she faced along the way. You can find show notes and more information by clicking here: https://bit.ly/3him0Fl 

Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how to utilize that to work your way up in your career—and your life. As a very successful woman in business, Kathy believes wholeheartedly in building relationships with your clients, as well as your team, and describes how you can focus on creating stronger bonds with those in your life. You can find show notes and more information by clicking here: https://bit.ly/3pwuT0x 

We're so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She finally retired in 2018 and now serves on the board of Qualfon Corporation and is the Board Chair of Gartner, a leading resource for HR leaders across the globe. Also joining us today is Dan Dubay, who's worked with Ceree for over a decade.  You can find show notes and more information by clicking here: https://bit.ly/2RtRayZ 

Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories of the people who empowered these strong women along the way and how they continue to lay the foundations for the generation to come. You can find show notes and more information by clicking here: https://bit.ly/32sIj2H 

After seeing how the rest of the world was affected by COVID, Michael Lennox quickly realized the damage this pandemic was going to do to the thousands of people working in hospitality. This is when he founded ATL Family Meals, Inc, a nonprofit with a mission to feed and support hospitality workers and their families experiencing hunger or joblessness. In this episode, Michael and Elizabeth Burdette join the show to share why it is important to think outside the box when finding ways to contribute to your community. You can find show notes and more information by clicking here: https://bit.ly/3mCz745 

As we enter the holiday season, what better time than the present to talk about a generosity and giving strategy for your business? Today we have special guest Ann Cramer and returning guest Elizabeth Burdette joining the show to share the initial steps you can take to strategic giving in your company, including identifying your values and having reflective conversations with those around you. You can find show notes and more information by clicking here: https://bit.ly/33GPwxL 

After trying her hand in the entertainment side of PR, Dwayna Haley quickly realized she did not want to remain on that side of the industry. Now the Senior Vice President of Porter Novelli, where she focuses on brand innovation, increasing consumer engagement, and impact, Dwayna joins us today to share how she navigated the packages she was offered from the beginning of her career up until now, ensuring she was paid a fair wage from the start. You can find show notes and more information by clicking here: https://bit.ly/2ZHWLTH