Ask a Consultant

Posted on December 10, 2007 by Dr. David Edward Marcinko MBA MEd CMP™

Ask an Executive Post Consultant [beta version] 

Finally … electronic, fax or telephonic advice for healthcare executives and medical professionals that is:


• Objective, medically focused and personalized
• Rendered by medical management consultants and financial advisors
• Offered free of charge – for fist time users – by phone, fax, public or secure e-mail transmission.
 

The Executive Post Advice Forum™ is an executive-to-advisor e-mail platform that connects independent financial professionals and medical management consultants, with doctors or healthcare executives desiring unbiased financial, health economics or business advice on a complimentary initial basis. The relationship can then be continued if a mutual fit exists; depending on your impressions of the advisor, need, fees, venue, expertise, etc.   

Medical professionals and healthcare executives can now receive direct free access to consulting professionals in the areas of Practice Enhancement, Investing, Financial Planning, Asset Allocation, Portfolio Management, Taxes, Insurance, Mortgage and Lending, Practice Management, Information Technology, Human Resources, Profit Augmentation, Accounting, Operations and Strategy, and Employee Benefits, etc. 

The Executive Post Advice Forum™ is designed to fill a growing need for medically focused financial or managerial advice that traditional consultants have not been able to serve.

Now, with this platform, all Post viewers can receive unbiased information and objective business opinions on their own terms, anytime-anywhere. All free for first time users; in either public or private settings.

The Post Advice Forum™ eliminates conflicts of interest by providing advice on a free initial basis. To further assist our doctor / healthcare executives and blog community members; consulting advisors can then be contracted for ongoing engagements subject to existing state laws, licensure and the usual, customary and reasonable protocol and nature of the consultant. 

So, ultimately you pay only for only what you want and need. We do not sell financial or business products. The result is a unique “no pressure”, and “no conflicts-of-interest experience.”  

Get started with your free consultation, now.  Use either public or private forums; but we do favor transparent postings for all to benefit. 

How the Post Advice Forum™ Works:

  1. Contact a listed consultant by email, fax or phone
  2. Set up a free initial conference using your venue of choice              
  3. Select a public post or private format (fax, email or telephone)
  4. Execute the private conference call, fax, email; or public post
  5. Continue or reject further contact with the consultant.  

Collegiality and privacy is maintained and controlled by you. 

The Post is not affiliated with consultants, nor are we responsible for relationships or engagement outcomes; if any. As always in this type of situation, caveat emptor.

So, get started now!

“Ask a Consultant” in the message-box, below. 

Have a question about the operation of your healthcare entity, or your personal financial situation? Your question will be answered within three to five business days.

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3 Responses

  1. Dr. Drew, on January 4, 2008 at 1:52 AM said:

    Dear Executive Post,

    What is an investment policy statement [IPS]; how do I – or my financial advisor – construct one; and why is it needed?

    I recently learned about this document from a friend and understand that it may be important to my investment goals.

    PS: My stock-broker and CPA didn’t have a clue!
    Please help.
    Thanks in advance.

    Fraternally,
    Dr. JB Drew
    Baltimore, MD

    Like

  2. Editors, on January 4, 2008 at 1:52 AM said:

    Dr. Drew,

    Thanks for using our “Ask-a-Consultant” feature.
    It is just one of our free subscription perks.

    A: Now, please see this Executive Post link:

    https://healthcarefinancials.wordpress.com/2008/01/04/investment-policy-statement-construction/

    Trust it is helpful to you – and all our readers and subscribers.

    -The Editors

    Like

  3. Thomas A Muldowney, on February 1, 2008 at 12:25 AM said:

    Hi Dr. Drew,

    The website blog post (above) leaves a careful and accurate description of an Investment Policy Statement [IPS]. If read carefully, you’ll see it is a written description of your targeted investment goals.

    Over time, you will be able to compare your actual investment results to appropriate standards to see if your investment choices have lived up to the expectations that you laid out when you made the original investment [Not too different from any means of medical or other quality control initiative].

    The IPS is important in many ways. One of them for your consideration, for example, is this:

    You probably have a target investment (retirement) goal.
    You will need a certain amount of money at that time in order to actualize your goal.
    The acquisition/build-up of this money includes only three variables:

    1. Money
    2. Rate of Return, and;
    3. Time.

    You select the time (date of retirement); you select the amount of money that you expect to save, inherit or accumulate on a periodic basis in order to reach your goal; and then you apply to the time and money – a targeted-rate-of return.

    The IPS defines how you are going to develop the needed investment rate-of-return for several asset classes. It also often defines acceptable volatility and delivers a reasonable understanding of your chances of reaching your goal.

    The IPS is a valuable tool to help you keep your investments – and thus your goals, profession and life – on track.

    Best of Luck.

    Thomas A. Muldowney; MSFS, CLU, CRC, CFP®, CMP®
    Certified Medical Planner™
    http://www.SavantCapital.com

    Like

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