Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

David Edward Marcinko, Hope Rachel Hetico

© 2014 - Productivity Press
Published December 9, 2014
Reference - 744 Pages - 23 B/W Illustrations
ISBN 9781482240283 - CAT# K23315

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  • Provides engaging content with case models, templates, and examples for all medical professionals and their consulting advisors
  • Combines traditional financial planning topics like investing, tax and insurance planning, and retirement and estate planning with new topics like liability and medical risk management; hedge funds and investment banking; Wall Street shenanigans, securities markets, and margin accounts; alternative asset classes and investment policy creation—all integrated with emerging health industry concerns like the ACA, ACOs, new reimbursement models; practice sales, contracting, and valuations; and social media, hospital employee fringe benefits, and stock options
  • Presents disruptive theories on industry suitability rules, fiduciary accountability, and stewardship principles
  • Explains how to select the most knowledgeable and cost-efficient financial advisor for every life cycle need


Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™ will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.

Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical Planner™. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers.

The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMP™ curriculum content, and related information sources.

  1. For ALL medical providers and financial industry practitioners
  2. For NEW medical providers and financial industry practitioners
  3. For MID-CAREER medical providers and financial industry practitioners
  4. For MATURE medical providers and financial industry practitioners

Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations.

The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical Planners™ who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis.


The informed voice of a new generation of fiduciary advisors for healthcare


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