SECOND OPINIONS: Informed, Niche Focused and Fiduciary

Sponsor: http://www.MarcinkoAssociates.com

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Finally … Fiduciary second opinions right here!

Telephonic or electronic advice for medical professionals that is:

  • Objective, affordable, medically focused and personalized
  • Rendered by a pre-screened financial consultant or medical management advisor
  • Offered on a pay-as-you-go basis, by phone or secure e-mail transmission

The iMBA Discussion Forum™ is a physician-to-advisor telephone or e-mail portal that connects independent financial professionals and medical management consultants, with doctors or healthcare executives desiring affordable and unbiased financial or business advice on an as-needed, pay-per-use basis.

Medical professionals and healthcare executives can now receive direct access to pre-screened iMBA 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 and Employee Benefits. To assist our doctor / healthcare executive members, we can be contracted with per-minute or per-project fees, and contacted by client phone, email or secure instant messaging.

The iMBA Discussion Forum™ is designed to fill a growing need for medically focused financial or managerial advice that traditional consultants have not been able to serve. Most financial “consultants” either charge high sales commissions, or levy a percentage of fees for managing client assets. And, management consultants tend to extend their scope of engagement to tangential areas not originally needed, or wanted.

Typically, financial advisors also require clients to meet minimum asset level thresholds ($500,000 to $750,000, or more), or pay thousands of dollars in consulting fees to receive their services. These fee structures have created inherent conflicts of interest and significant barriers for an increasing number of time-compressed and economically constrained physicians or healthcare executives.

TOPICS: https://davidedwardmarcinko.com/coach/

Now, with the iMBA Discussion Forum™, all physicians and executive clients can receive unbiased financial advice, and objective business opinions, on their own terms, anytime-anywhere.

The iMBA Discussion Forum™ eliminates conflicts of interest by providing advice on a per-use basis, so you pay only for what you want and need. iMBA does not sell financial or business products. The result is a unique “no pressure”, and “no conflicts-of-interest experience.”

Get started with your consultation, now! Receive only the advice you need and pay for, from a medically focused and qualified doctor-advisor looking after your best interests.

Contact Us Now! How the iMBA Discussion Forum Works:

  1. Contact Us
  2. Request an iMBA Discussion Forum™ Conference Schedule
  3. Pre-Pay a Small Retainer of $1,500
  4. Receive Scheduled Advice via Conference Call or email transmission
  5. Pay any Remainder

The iMBA Discussion Forum© Fee Schedule

  • We bill at the modest rate of $90 per quarter hour, or only $360 per hour.
  • A pre-paid minimum non-refundable retainer fee of $1,500 is required initially.
  • Pay any final invoice upon completion.
  • Total charges will always be known within a one-quarter hour increment.
  • Large or complex flat-fee engagements may be pre-arranged.
  • Clients remain in control, not consultants.
  • Collegiality and privacy is maintained.

CONTACT: Ann Miller; RN, MHA, CPHQ, CMP

Email: MarcinkoAdvisors@outlook.com

Refer and Subscribe

EDUCATION: Books

SPEAKING: Dr. Marcinko will be speaking and lecturing, signing and opining, teaching and preaching, storming and performing at many locations throughout the USA this year! His tour of witty and serious pontifications may be scheduled on a planned or ad-hoc basis; for public or private meetings and gatherings; formally, informally, or over lunch or dinner. All medical societies, financial advisory firms or Broker-Dealers are encouraged to submit a RFP for speaking engagements: MarcinkoAdvisors@outlook.com 

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INVESTMENT ADVISORY: Portfolio Second Opinions for Physician Colleagues

INVESTMENT PORTFOLIO REVIEWS

By Dr David Edward Marcinko MBA MEd CMP

http://www.MarcinkoAssociates.com

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“FROM CHAOS-TO-CALM

If you’re looking at this tab, chances are you are fed up with your financial brokerage accounts, thinking of finances, investing, retirement or all of the above.

And so, we can help

An investment portfolio second opinion, also called a “ portfolio review,” is an analysis of your financial holdings and associated strategies, allocations, fees and performance to determine whether the most effective instruments and methodologies are being utilized to reach your goals.

No Worries! You may have come to the right place.

E-Mail Ann Miller RN MHA CPHQ for an Initial Appointment: MarcinkoAdvisors@outlook.com

The purpose of this initial appointment is for you to ask a lot of questions to make sure you are comfortable with potentially working with us. It also helps if you are prepared to provide a verbal summary of your current situation.

Here are some questions to consider asking us during your first meeting:

1) Can you tell us about your financial qualifications, experience, education and training; if any?

2) Can you provide some information about your current financial advisory team?

3) On what type of investments do you typically purchase and own?

5) How much do pay your financial management firm?

6) How long have you been working with your current financial management firm?

8) What other services does your financial team provide?

9) What is your own investment philosophy?

A Fiduciary Opinion At Your Service

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PHYSICIANS: Seeking Vital [Non-Clinical] Second Opinions?

By Dr. David Edward Marcinko MBA CMP™

EDUCATION: http://www.CERTIFIEDMEDICALPLANNER.org

SPONSOR: http://www.MARCINKOASSOCIATES.com

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When You May Need a Business, Management or Financial Planning Second Opinion?

The Marcinko & Associates second opinion service is a physician-to-advisor telephone or e-mail portal that connects independent financial and business management professionals and consultants, with doctors or healthcare executives desiring affordable and unbiased financial or business advice on an as-needed, or per-use basis.

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Medical professionals and healthcare executives can now receive direct access to us in the areas of Practice Enhancement, Investing, Financial Planning, Asset Allocation, Portfolio Management, Insurance, Mortgage and Lending, Practice Management, Information Technology, Human Resources and Employee Benefits. To assist our doctor / healthcare executive members, we can be contracted with per-hour or per-project fees, and contacted by client phone, email or secure instant messaging.

CITE: https://www.r2library.com/Resource

This Marcinko & Associates service is designed to fill a growing need for medically focused financial or managerial advice that traditional consultants have not been able to serve.

READ MORE: https://marcinkoassociates.com/opinions-second/

COMMENTS APPRECIATED

Thank You

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA

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Telephonic or electronic advice for medical professionals that is:

  • Objective, affordable, medically focused and personalized
  • Rendered by a pre-screened financial consultant or medical management advisor
  • Offered on a pay-as-you-go basis, by phone or secure e-mail transmission
  • Coaching and Mentoring
  • TOPICS: https://davidedwardmarcinko.com/coach/

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MORE HERE: https://medicalexecutivepost.com/schedule-a-consultation/

THANK YOU

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ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA

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Telephonic or electronic advice for medical professionals that is:

  • Objective, affordable, medically focused and personalized
  • Rendered by a pre-screened financial consultant or medical management advisor
  • Offered on a pay-as-you-go basis, by phone or secure e-mail transmission
  • Coaching and Mentoring
  • TOPICS: https://davidedwardmarcinko.com/coach/

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MORE HERE: https://medicalexecutivepost.com/schedule-a-consultation/

THANK YOU

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ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

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REQUEST A FIDUCIARY: Business, Financial or Management Second Opinion

By Ann Miller RN MHA

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Telephonic or electronic advice for medical professionals that is:

  • Objective, affordable, medically focused and personalized
  • Rendered by a pre-screened financial consultant or medical management advisor
  • Offered on a pay-as-you-go basis, by phone or secure e-mail transmission
  • Coaching and Mentoring
  • TOPICS: https://davidedwardmarcinko.com/coach/

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MORE HERE: https://medicalexecutivepost.com/schedule-a-consultation/

THANK YOU

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ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

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Our ME-P Second Opinion Service

By Staff Reporters

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Finally, telephonic, video or electronic advice for medical professionals that is:

  • Objective, affordable, medically focused and personalized
  • Rendered by a pre-screened financial consultant or medical management advisor
  • Offered on a pay-as-you-go basis, by phone or secure e-mail transmission.

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Second Opinions: https://medicalexecutivepost.com/schedule-a-consultation/

Coaching: https://medicalexecutivepost.com/coach/

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THANK YOU

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