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Planning our newest major textbook
By Ann Miller RN MHA [ph-770-448-0769]
[Executive-Director]
Dear Stock Brokers, IBs and Securities Analysts,
Greetings from the Institute of Medical Business Advisors, in Atlanta, Georgia.
Historical Review
As you may know, we released: Financial Planning Handbook for Physicians and Advisors, some time ago. It has enjoyed much success and acclaim in the medical and financial service sectors.
Recently, we have been asked to produce the next edition of this book for our target market of physicians, nurses, medical professionals, healthcare administrators – and those in the financial services sector who target this large and fertile, but rapidly changing niche market.
Why Now?
Urgency for the update has been prompted by ARRA, HI-TECH, the flash-crash of 2008 and the day-crash of 2011; by social, macro-economic and demographic changes; by political fiat and especially the PP-ACA.
Our medical colleagues are frustrated, afraid and fearful for their financial futures. They WANT informed advice.
Thus, true integrated financial planning information that targets this market – very expertly and specifically – is greatly needed.
The Invitation
And so, we ask if you are interested in contributing an updated vision of an existing book chapter.
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INVESTMENT BANKING-SECURITIES-MARKETS-MARGIN
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HOSPITAL EMPLOYEE BENEFITS AND STOCK OPTIONS
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INVESTMENT POLICY STATEMENT CONSTRUCTION
Not to worry – The original MS-WORD® chapter files are archived and available for use. We will forward it to you, upon assignment acceptance.
And, we are again fortunate that our Editor-in-Chief will be Dr. David Edward Marcinko FACFAS MBA CMP™ along with Professor Hope Rachel Hetico RN MHA CMP™ serving as Managing Editor.
They opined at a recent interview for the ME-P.
” … We have entered into an emerging era in the financial planning ecosystem. It is a new era where one size does not fit all; and off-the-shelf financial products and mass sales customization is no long adequate for physicians and medical professionals; or their related generic financial planners or wire-house advisors.
It is a period of rapid change, shifting reimbursement paradigms and salary reductions that focus the healthcare industrial complex on pay-for-performance [P4], compensation for value and quality care; rather than procedures performed and quantity of care.
All must learn to do more with less professionally; and plan their personal financial lives more efficiently than ever before. Mistakes will be more difficult to overcome and the wiggle room that high income earning physicians, nurses and medical professionals used to enjoy is being narrowed by demographic, economic, social, technological and political fiat.
This emerging financial planning analog follows the health industry’s fiscal metamorphosis …”
Style Instructions
The look and feel, format and style, and font and size of the book will remain the same. We use endnotes, not foot notes; and include mini-case reports or illustrative case models. It will be a major text; not a handbook.
Timeline for submission is about 3 months. Additional time is available, if needed, for a comprehensive update. But, we are trying to avoid running too far along into 2014 in order to avoid income tax season and the related time constraints on all concerned.
A Pleasure – Not Burden
This should be a pleasurable project for you; and not anxiety provoking.
So, if you are a medically focused and experienced financial advisor with an: MBA, CFP®, PhD, MD, DDS, MSA/MS, CPA, RN, CMP®, DO, JD and/or CFA degree or designation, etc; please let me know if you are interested in updating and revising our chapters. OR, authoring a new to the world chapter.
Your Payback
In return for your conscientious industry, you will receive a complimentary edition of the entire textbook; be listed on this ME-P as thought-leader with related book advertising content attributed to you; and given e-exposure to our almost 600,000 readers and ME-P subscribers …. Such the deal!
And, you will be added to our roster of experts for potential referrals, interviews, pod-casts and other marketing efforts
Assessment
Regardless of your decision, we remain apostles promoting your core vision of physician focused financial planning whenever possible.
Or, you may suggest another possible author- writer-expert contributor; if you wish.
Just let me know; ASAP [MarcinkoAdvisors@msn.com]
Thank you.
ANN
ANN MILLER RN MHA
[Executive-Director]
INSTITUTE OF MEDICAL BUSINESS ADVISORS, INC.
Suite #5901 Wilbanks Drive
Norcross, Georgia, 30092-1141 USA
[Ph] 770.448.0769
DICTIONARIES: http://www.springerpub.com/Search/marcinko
PRACTICES: www.BusinessofMedicalPractice.com
HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
CLINICS: http://www.crcpress.com/product/isbn/9781439879900
ADVISORS: www.CertifiedMedicalPlanner.org
BLOG: www.MedicalExecutivePost.com
NOTICE: This invitation is not for all readers of the ME-P. It is a privilege invitation intended for those who possess the needed credentials, as decided by us, with an inclination to serve. We reserve the right to accept or reject contributors, and content, at our own non-disclosed discretion.
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Filed under: "Advisors Only", Career Development, CMP Program, Financial Planning, iMBA, Inc., Investing, Portfolio Management, Recommended Books, Retirement and Benefits, Taxation | Tagged: About iMBA Inc., authors needed, certified medical planner, CMP, Dr. David Marcinko, financial planning for doctors, hope hetico, invitation |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
Real Estate
Yes, I will author this chapter.
Thank you.
Dennis Bethel MD
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Ann,
Yes, I would do it for you anyhow … count me in.
Thomas A. Muldowney MSFS CLU CFP CMP™
Brian J. Knabe MD CFP™ CMP™
[Savant Capital Management]
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Dr. Marcinko,
I’d love to write the tax planning chapter as well as the medicdal office tax reduction strategies chapter for your newest book.
Many thanks for inviting me.
Perry D’Alessio CPA
[D’ALESSIO TOCCI & PELL CPA]
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Hello Ann,
We have received the previous word document and will update for the 2015 edition.
Regards,
Larry Howes MBA CFP® CMP™ [Hon]
[Sharkey, Howes & Javer, Inc.]
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Dave and Ann,
A lot of doctors are flummoxed with whether they need any “AB” trust in light of the new tax laws. I’ve written quite a lot on that. You could delete the outdated sections on EGTTRA and replace them with some of this.
Also, you should cover captive insurance companies if you have not already. For example, which physician/practice owners should consider it? How do you start? How do you choose a captive manager and attorney? What should you watch out for?
I could do that too, I think I have some material.
Also, I’ve written quite a bit on asset protection and asset protection trusts – in fact, I think you all had posted an early version of part of the material on your website, I’ll have to get you updated material.
I could shorten that considerably for your book of course.
Edwin P. Morrow III JD LL.M MBA CFP® RFC® CMP® [Hon]
Wealth Specialist
[Manager, Wealth Strategies Communications]
Ohio State Bar Association Certified Specialist, Estate Planning, Probate and Trust Law
Key Private Bank
Wealth Advisory Services
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Ann,
I would be interested. What chapter titles are you looking for? I have believed Financial Planning is more than money but can be a lifestyle that enhances ones ability to enjoy their life We do what we call “LIFE PLANNING” since 1986—before that became a buzz term.
Patricia F. Raskob EA CFP ATA President
[Raskob Kambourian Financial Advisors Ltd.]
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Retirement Planning
Yes; the chapter especially focused on doctors and medical professionals.
Shikha Mittra MBA CFP®
[Retire Smart Consulting, LLC]
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Ann,
Thank you for the invitation! I would love to contribute in any way possible to your next edition and believe the text you have produced is the most comprehensive information available in one source for a physician to refer to regarding financial planning.
I would like to get back to you about the possibility of a new chapter, as well, although you have done such a complete job it may be difficult. This project would be a pleasurable experience for me, having been a financial planning practitioner since the late 1980’s and having a practice that caters to Physicians.
Please let me know how I can contribute!
Regards
David K. Luke MS-PFP MIM CMP™
http://www.NetWorthAdvice.com
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Asset Protection Chapter
I will be pleased to contribute a chapter for your new textbook.
Thanks.
Chris Miller JD
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Ann,
I would be glad to participate. I could work on a current chapter that the previous author did not have time to update, or create new material for the revised publication.
I am the author of two books on finance, one published last year by Wiley. Previously I served as a contract negotiator for Blue Cross before launching my financial practice for physicians.
Thanks for the consideration.
Timothy J. McIntosh CFP™ MBA MPH
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Behavioral Economics, Psychology and Finance
David – I’ll be glad to update this chapter as well as contribute material denovo.
Gene Schmuckler PhD MBA CTS
http://www.CertifiedMedicalPlanner.org
[Academic Dean]
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Hello Ann,
We have received the MSFT-WORD document and will update for the 2015 edition.
Regards,
Stephen Weatherby CFP®
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Ann,
Sounds good. We will commence with the [psychology chapter] update.
NOTE: Author of 4 books on the psychology of money, including: Mind Over Money: Overcoming the Money Disorders that Threaten our Financial Health (Broadway Books, 2009): http://www.amazon.com/Brad-Klontz/e/B001KHI4BO/ref=ntt_athr_dp_pel_1
Thank you.
Dr. Brad Klontz, Psy.D., CFP™
[Financial Psychologist]
Managing Partner, OCCAM, LLC; http://www.occamllc.net
Associate Professor in Personal Financial Planning, Kansas State University
http://www.YourMentalWealth.com
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Dear Ann,
Sorry for the late reply. Have been busy with my own book. Now that it is done – my answer to you on updating the chapter is yes.
Let me know the next steps.
Dr. Bob Biswas PhD, MBA, MA
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Foreword Invitation
Yes, that would be great!
Regards,
Jason Dyken MD MBA
[President/CEO]
Dyken Wealth Management
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Book Review Request
Ann – Sure.
Robert S. Park MD
[Robert Park and Associates]
Seattle, Washington
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Ann,
I’ll be glad to review and update the Special Situations and Financial Statements chapters. Please advise.
David K. Luke MIM CMP™
http://www.NetWorthAdvice.com
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BOOK AUTHOR / CONTRIBUTOR / REVIEWER CALL
This call is now closed.
Textbook release date is: December 11, 2014.
Thank you.
Ann Miller RN MHA
*****************************************************************
About the Institute of Medical Business Advisors, Inc
The Institute of Medical Business Advisors, Inc provides a team of experienced, senior level consultants led by iMBA Chief Executive Officer Dr. David Edward Marcinko MBA CMP™ MBBS [Hon] and President Hope Rachel Hetico RN MHA CMP™ to provide going contact with our clients throughout all phases of each project, with most of the communications between iMBA and the key client participants flowing through this Senior Team. iMBA Inc., and its skilled staff of certified professionals have many years of significant experience, enjoy a national reputation in the healthcare consulting field, and are supported by an unsurpassed research and support staff of CPAs, MBAs, MPHs, PhDs, CMPs™, CFPs® and JDs to maintain a thorough and extensive knowledge of the healthcare environment. The iMBA team approach emphasizes providing superior service in a timely, cost-effective manner to our clients by working together to focus on identifying and presenting solutions for our clients’ unique, individual needs.
The iMBA Inc project team’s exclusive focus on the healthcare industry provides a unique advantage for our clients. Over the years, our industry specialization has allowed iMBA to maintain instantaneous access to a comprehensive collection of healthcare industry-focused data comprised of both historically-significant resources as well as the most recent information available. iMBA Inc’s specific, in-depth knowledge and understanding of the “value drivers” in various healthcare markets, in addition to the transaction marketplace for healthcare entities, will provide you with a level of confidence unsurpassed in the public health, health economics, management, administration, and financial planning and consulting fields. iMBA Inc’s information resources and network of healthcare industry textbook resources enhanced by our professional consultants and research staff, ensure that the iMBA project team will maintain the highest level of knowledge regarding the current and future trends of the specific specialty market related to the project, as well as the healthcare industry overall, which serves as the “foundation” for each of our client engagements.
Ann Miller RN MHA
http://www.CertifiedMedicalPlanner.org
[Executive Director]
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