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Hi. I'm Tim.
"Today's successful dentalpreneurs do not run their companies just to generate more business for themselves. Most want to maximize their personal wealth so they can build an amazing life of significance.
Accomplishing even one of those goals can be challenging for driven dentalpreneurs, who have complex situations and many “moving parts” to their businesses and financial lives. Investment management solutions alone—even cutting-edge methods—simply can’t provide the tools necessary to capture the opportunities and mitigate the risks that entrepreneurs face.
That’s a fact well recognized by some of the most successful business owners today—the self- made Super Rich, with a net worth of $500 million or more. The Super Rich deliberately and consistently make a point to seek out advanced solutions that go far beyond mere investment management, into areas such as tax mitigation, asset protection, business succession planning, and charitable giving.
Based on research and extensive knowledge of the Super Rich, I have identified the Top 10 Wealth Planning Secrets that will help your followers (in partnership with their wealth management teams) pursue their most important professional and personal goals."
Tim's Speaking Acumen
SPEAKER RATING: 9.7 out of 10*
“Tim has been a reliable, honest and thoroughly knowledgeable speaker. We have had Tim come back to speak to our members time and again because our doctors find his breadth of specific understanding about dentistry to be unique among those in his business sector. Lastly, he is a pleasure to work with and is very astute in tailoring his presentations to the specific interests of each group he addresses.”
– T. ANDRIS (ANDY) OZOLS, MA, MBA, Executive
Director, San Fernando Valley Dental Society
“Tim gives a great perspective. He presents ideas with an optimistic and hopeful outlook that dentists can benefit from.”
– SCOTT STEWART, President,
Clifton & Associates, Inc.
“Tim has established an enviable reputation as a educator and speaker. Tim, thank you for your professionalism, integrity, and commitment to education”
– JASON SCHNELLER, Head of Business Development,
Lendeavor Inc.
* Speaker rating compiled and averaged from speaker evaluation forms handed out to live audiences
Speaking Topics for Your Audience
Today’s successful dentalpreneurs do not run their companies simply to generate more business for themselves. Most want to maximize their personal wealth so they can achieve more.
Accomplishing those goals can be challenging for driven entrepreneurs, who have complex situations and many “moving parts” to their businesses and financial lives. Investment management solutions alone simply can’t provide the tools necessary to capture the opportunities and mitigate the risks that entrepreneurs face.
Based on our research and experience working with the Super Rich, we have identified the top 10 wealth planning secrets that these elite entrepreneurs implement (in partnership with their wealth management teams) to pursue their most important professional and personal goals. Secrets you can share with your audience.
The Super Rich—those with a net worth of $500 million or more—have much to teach about their approaches to building and protecting wealth. Elite Wealth Planning: Lessons from the Super Rich reveals those strategies and how they can be applied by those of lesser wealth. Designed for affluent families or anyone with a complex financial situation.
Dentalpreneurs, work hard. Most likely they have achieved some financial success, perhaps even significant success. Many entrepreneurs want more. To achieve their most important goals financial success is not enough, they require an optimal financial world. This presentation shares how to build an optimal financial world and how entrepreneurs can benefit from a virtual family office.
Reaching for the Stars delves into the world of elite mastermind and CEO groups to reveal how they are helping entrepreneurs fast-track to significant success. This presentation will help your audience understand the mastermind advantage and is for any entrepreneur or CEO who is motivated to become even more successful.
Tim shares ways that dentists can escape the trap of traditional financial advice. By teaching The Wealth Management Formula, Tim will demonstrate how this process can help dentists make measured progress towards achieving their most important financial goals. Participants will learn the 5 major concerns that can get in the way of wealth creation. Using case studies and audience interaction, Tim will help member build a lifetime of financial confidence.
One of the biggest financial blind spots we face is health and well-being. Tim will offer key insights into the world of concierge medicine that will help you make better-informed decisions about their health care and the health care of their loved ones. Protecting Your Most Precious Assets is based on The World of Concierge Medicine: How a Renaissance in Health Care Can Help You and Your Loved Ones Live Long and Healthy Lives.
Presentations for Other Professional Advisors
Building an Exceptional High-Net-Worth Practice looks into the world of driven accounting professionals. Drawing on the latest research, it sets out the best practices today’s elite accountants are using to build extraordinary businesses and deliver outstanding value to their wealthy clients.
Excelling in Turbulent Times describes the specific best practices private client lawyers can undertake to attract more high-net-worth clients, build their credibility within their high-net-worth markets and provide their high-net-worth clients with the advanced planning solutions that will help those clients achieve their most important goals.
Let me send you my speaker kit
CUSTOM JAVASCRIPT / HTML
© Dental Wealth Nation - All Rights Reserved
This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.
Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies and Dental Wealth Nation.
The information provided is intended to be educational in nature and not advice relative to any investment or portfolio offered. The views expressed reflect the opinion of the writer based on data available as of the date this book and is subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Timothy J. McNeely is an Investment Advisor Representative of Dynamic Wealth Advisors dba Lifestone Family Office. All investment advisory services are offered through Dynamic Wealth Advisors. The LifeStone Companies and Dental Wealth Nation are not owned or legally affiliated with Dynamic Wealth Advisors and the activities conducted by Mr. McNeely under The LifeStone Companies are considered to be an outside business activity for Mr. McNeely and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. Mr. McNeely and Dynamic Wealth Advisors do not provide tax or legal advice. To the extent that this material concerns tax matters, it is not intended to be used by a taxpayer as tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material contains the current opinions of the writer, but not necessarily those of Dynamic Wealth Advisors.