{"id":750,"date":"2010-06-29T09:48:41","date_gmt":"2010-06-29T14:48:41","guid":{"rendered":"http:\/\/www.freshfinancialideas.com\/?p=87"},"modified":"2010-06-29T09:48:41","modified_gmt":"2010-06-29T14:48:41","slug":"a-road-map-for-physicians-and-dentists-part-three","status":"publish","type":"post","link":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/","title":{"rendered":"A Road Map for Physicians and Dentists-Part Three"},"content":{"rendered":"<p>\t\t\t\tMy firm\u2019s business planning philosophy is influenced by <em>Michael Gerber<\/em>, author of a series of books related to E-Myth, or Entrepreneur Myth.\u00a0 Gerber organizes a medical practice into three levels:<\/p>\n<li>Entrepreneur Level<\/li>\n<li>Manager Level<\/li>\n<li>Technician Level<\/li>\n<p>\u00a0<\/p>\n<p>A doctor is a technician, extremely talented at diagnosing a patient\u2019s problem.\u00a0 Without you, the practice cannot do what it\u2019s supposed to do.\u00a0 Technicians simply <span style=\"text-decoration: underline;\">work <\/span>for a living.\u00a0 The practice will suffer for the lack of the other two levels.<\/p>\n<p>The doctor must also fill the roles of manager and entrepreneur.\u00a0 Hence adopting a strategic plan for your practice will assist in developing all three levels the doctor needs to become the successful medical practitioner and deal with your true vision for your practice.<\/p>\n<p>How can you put business planning principles in place? According to Gerber,<\/p>\n<ul>\n<li>\u00a0Create a story about your practice.\u00a0 Your story should be an idealized version of your medical practice \u2013 your vision and goals, step back from your practice for a day, relax, coordinate a meeting with your administrator, staff, and partners and discuss the vision of your practice.<\/li>\n<li>Organize your practice so that it breathes life into your story\n<ul>\n<li>Identify the key functions of your practice<\/li>\n<li>Identify the essential processes that link those functions<\/li>\n<li>Identify the results you have determined your practice will produce<\/li>\n<li>State in writing how each will work or utilize business planning software<\/li>\n<\/ul>\n<\/li>\n<li>\u00a0Engage your people in this process\n<ul>\n<li>Weekly review meeting with staff and partners<\/li>\n<li>Annual retreat to adopt next years business plan<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><em><span style=\"font-size: xx-small;\">The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.<\/span><\/em>\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"<p>My firm\u2019s business planning philosophy is influenced by Michael Gerber, author of a series of books related to E-Myth, or Entrepreneur Myth.\u00a0 Gerber organizes a medical practice into three levels: Entrepreneur Level Manager Level Technician Level \u00a0 A doctor is a technician, extremely talented at diagnosing a patient\u2019s problem.\u00a0 Without you, the practice cannot do [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-750","post","type-post","status-publish","format-standard","hentry","category-articles"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group\" \/>\n<meta property=\"og:description\" content=\"My firm\u2019s business planning philosophy is influenced by Michael Gerber, author of a series of books related to E-Myth, or Entrepreneur Myth.\u00a0 Gerber organizes a medical practice into three levels: Entrepreneur Level Manager Level Technician Level \u00a0 A doctor is a technician, extremely talented at diagnosing a patient\u2019s problem.\u00a0 Without you, the practice cannot do [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\" \/>\n<meta property=\"og:site_name\" content=\"Suncoast Advisory Group\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/SuncoastAdvisoryGroup\" \/>\n<meta property=\"article:published_time\" content=\"2010-06-29T14:48:41+00:00\" \/>\n<meta name=\"author\" content=\"Rick Helbing, CFP\u00ae\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rick Helbing, CFP\u00ae\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\"},\"author\":{\"name\":\"Rick Helbing, CFP\u00ae\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/d65a046865f62470980e50cd7ed0726d\"},\"headline\":\"A Road Map for Physicians and Dentists-Part Three\",\"datePublished\":\"2010-06-29T14:48:41+00:00\",\"dateModified\":\"2010-06-29T14:48:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\"},\"wordCount\":306,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#organization\"},\"articleSection\":[\"Articles\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\",\"url\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\",\"name\":\"A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group\",\"isPartOf\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#website\"},\"datePublished\":\"2010-06-29T14:48:41+00:00\",\"dateModified\":\"2010-06-29T14:48:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/suncoastadvisorygroup.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"A Road Map for Physicians and Dentists-Part Three\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#website\",\"url\":\"https:\/\/suncoastadvisorygroup.com\/\",\"name\":\"Suncoast Advisory Group\",\"description\":\"Financial Planner in Sarasota, FL\",\"publisher\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/suncoastadvisorygroup.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#organization\",\"name\":\"Suncoast Advisory Group\",\"url\":\"https:\/\/suncoastadvisorygroup.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/suncoastadvisorygroup.com\/wp-content\/uploads\/2022\/08\/Suncoast-Advisory-Group-Logo.png\",\"contentUrl\":\"https:\/\/suncoastadvisorygroup.com\/wp-content\/uploads\/2022\/08\/Suncoast-Advisory-Group-Logo.png\",\"width\":750,\"height\":292,\"caption\":\"Suncoast Advisory Group\"},\"image\":{\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/SuncoastAdvisoryGroup\",\"https:\/\/www.linkedin.com\/company\/suncoast-advisory-group\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/d65a046865f62470980e50cd7ed0726d\",\"name\":\"Rick Helbing, CFP\u00ae\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/b4cc7be3a9c0bba7e6da6231e87cf6a2?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/b4cc7be3a9c0bba7e6da6231e87cf6a2?s=96&d=mm&r=g\",\"caption\":\"Rick Helbing, CFP\u00ae\"},\"url\":\"https:\/\/suncoastadvisorygroup.com\/author\/rick-helbing\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/","og_locale":"en_US","og_type":"article","og_title":"A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group","og_description":"My firm\u2019s business planning philosophy is influenced by Michael Gerber, author of a series of books related to E-Myth, or Entrepreneur Myth.\u00a0 Gerber organizes a medical practice into three levels: Entrepreneur Level Manager Level Technician Level \u00a0 A doctor is a technician, extremely talented at diagnosing a patient\u2019s problem.\u00a0 Without you, the practice cannot do [&hellip;]","og_url":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/","og_site_name":"Suncoast Advisory Group","article_publisher":"https:\/\/www.facebook.com\/SuncoastAdvisoryGroup","article_published_time":"2010-06-29T14:48:41+00:00","author":"Rick Helbing, CFP\u00ae","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Rick Helbing, CFP\u00ae","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#article","isPartOf":{"@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/"},"author":{"name":"Rick Helbing, CFP\u00ae","@id":"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/d65a046865f62470980e50cd7ed0726d"},"headline":"A Road Map for Physicians and Dentists-Part Three","datePublished":"2010-06-29T14:48:41+00:00","dateModified":"2010-06-29T14:48:41+00:00","mainEntityOfPage":{"@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/"},"wordCount":306,"commentCount":0,"publisher":{"@id":"https:\/\/suncoastadvisorygroup.com\/#organization"},"articleSection":["Articles"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/","url":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/","name":"A Road Map for Physicians and Dentists-Part Three - Suncoast Advisory Group","isPartOf":{"@id":"https:\/\/suncoastadvisorygroup.com\/#website"},"datePublished":"2010-06-29T14:48:41+00:00","dateModified":"2010-06-29T14:48:41+00:00","breadcrumb":{"@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/suncoastadvisorygroup.com\/a-road-map-for-physicians-and-dentists-part-three\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/suncoastadvisorygroup.com\/"},{"@type":"ListItem","position":2,"name":"A Road Map for Physicians and Dentists-Part Three"}]},{"@type":"WebSite","@id":"https:\/\/suncoastadvisorygroup.com\/#website","url":"https:\/\/suncoastadvisorygroup.com\/","name":"Suncoast Advisory Group","description":"Financial Planner in Sarasota, FL","publisher":{"@id":"https:\/\/suncoastadvisorygroup.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/suncoastadvisorygroup.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/suncoastadvisorygroup.com\/#organization","name":"Suncoast Advisory Group","url":"https:\/\/suncoastadvisorygroup.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/suncoastadvisorygroup.com\/#\/schema\/logo\/image\/","url":"https:\/\/suncoastadvisorygroup.com\/wp-content\/uploads\/2022\/08\/Suncoast-Advisory-Group-Logo.png","contentUrl":"https:\/\/suncoastadvisorygroup.com\/wp-content\/uploads\/2022\/08\/Suncoast-Advisory-Group-Logo.png","width":750,"height":292,"caption":"Suncoast Advisory Group"},"image":{"@id":"https:\/\/suncoastadvisorygroup.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/SuncoastAdvisoryGroup","https:\/\/www.linkedin.com\/company\/suncoast-advisory-group\/"]},{"@type":"Person","@id":"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/d65a046865f62470980e50cd7ed0726d","name":"Rick Helbing, CFP\u00ae","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/suncoastadvisorygroup.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/b4cc7be3a9c0bba7e6da6231e87cf6a2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b4cc7be3a9c0bba7e6da6231e87cf6a2?s=96&d=mm&r=g","caption":"Rick Helbing, CFP\u00ae"},"url":"https:\/\/suncoastadvisorygroup.com\/author\/rick-helbing\/"}]}},"_links":{"self":[{"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/posts\/750"}],"collection":[{"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/comments?post=750"}],"version-history":[{"count":0,"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/posts\/750\/revisions"}],"wp:attachment":[{"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/media?parent=750"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/categories?post=750"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suncoastadvisorygroup.com\/wp-json\/wp\/v2\/tags?post=750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}