Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.
#92 Adam Greenbaum - Marketing: Make it BIG and BEAUTIFUL
In this episode, I'm joined by Adam Greenbaum CEO of WhiskerCloud. Adam’s passion for marketing and veterinary medicine will shine through in our discussion I’m sure. WhiskerCloud was launched in 2016 after Adam spent years watching the veterinary industry slowly move backward regarding technology and he wanted to do something about that. We discuss: Branding, Processes, Strategy, and making Beautiful Things!
How he would explain marketing to someone on New York Skyscraper elevator ride.
Why branding is more than a pretty website.
What all does WhiskerCloud offer to their customers?
Everyone talks about being on social media - what makes or breaks quality social media content?
What non-consensus view does he hold about marketing?
If you owned a veterinary hospital today how would you market? Where would the funds go?
Can you share some case studies on working with clients that outline the power of marketing?
What’s something we haven't talked about that’s critical to cover today on marketing?
Processes and optimizing your team.
https://whiskercloud.com/veterinary-podcast (WhiskerTalks )
https://www.lonestarvetacademy.com/shop/online-veterinary-ce-financial-planning/ (CE with Lonestar Veterinary )
#91 Chris Meehan - The Guide to Financing
In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what you all need as a veterinarian when it comes to financing and preparing to look at lending options. We discuss how banks look at veterinarians, how to best prepare to be a good borrower, and more feedback on practice ownership.
How do lenders look at veterinarians? How impactful are student loans?
What is the team you need to build to be a successful owner?
What are the biggest factors a veterinarian can position themselves to have the best experience with lenders?
How much should some save to have as a down payment?
The different lender types - specialty, conventional, and SBA?
What is a major difference between start-ups and acquisitions?
What are obstacles or deal killers you see?
https://www.linkedin.com/in/christopher-meehan-747a6919/ (Chris' LinkedIn)
#90 Lillie Davis, DVM, DACVIM - Empathy & Change
In this episode, Dr. Lillie Davis, a Veterinary Oncologist, is focused on treating animal cancer and improving her patients' quality of life with a healthy balance of evidence-based medicine and compassion. Dr. Davis is also a first-generation college graduate who grew up in The Bronx, NY - she’s open about the path to where she is today was not easy and how financially and emotionally difficult it’s been.
Why empathy is part of her professional and personal meaning.
The three key areas of change needed in veterinary medicine.
Her upbringing and foundation of finances.
Financial literacy for women and the challenges women within veterinary medicine face.
Diversity in veterinary medicine and becoming an advocate for others - how people have shown up for her.
Her question for me - certainly unique and one that shows my lack of knowledge of Harry Potter (spoiler alert).
https://www.linkedin.com/in/lillie-davis-dvm-dacvim-oncology-a7900113/ (Dr. Davis' LinkedIn)
https://www.instagram.com/drlilliedavis/ (Dr. Davis' Instagram)
#89 Radio Show - The Life You Want: The Definition of Financial Planning
In this episode, I'm joined by Veterinarian Financial Advisor Network (VFAN) member Ashely Foster, CFP of Nxt: Gen Financial Planning to discuss a listener question. The question I want to understand what financial planning looks like.
Hear our take -
#88 Tiffany White - Merging Strategy & Technology to Improve Practice Management
In this episode, I'm joined by Tiffany White of Tip The Scales Consulting, LLC and SnoutID. Tiffany has hands-on experience with brand strategy, business development, and operations within veterinary medicine. She has vast exposure in all facets of strategy to steer a company, product, or business line. We discuss the ability to leverage technology in various ways to improve practice management, efficiency, and wellness.
Where is the gap in clinical operations where technology can improve things?
How technology enhances the user experience - both from a practice and client perspective.
How to implement new technology - by leveraging the highest level skills of the team.
The end-to-end client journey and how to customize that.
A thought process for what to add to your practice in regards to technology.
https://www.linkedin.com/in/tgwhite/ (Tiffany's LinkedIn Page)
#87 Leni Kaplan, DVM - Practical & Pragmatic
In this episode, I’m joined by Dr. Leni Kaplan who is a veterinarian that has worked in private practice and emergency medicine for over 20 years. She is currently a faculty professor at Cornell University College of Veterinary Medicine. In 2017 she earned her Professional Life Coach designation. Her tagline is practical and pragmatic which I love. We talk about an array of topics applicable to young and experienced veterinarians.
Her journey and career path and what she's learned.
The idea of “You changed, work did not.”
The three key steps for veterinarians to communicate better.
What soft skills does she view as critical for success in today’s veterinary landscape?
Why being Sherlock Holmes with clients is important.
Practice myths and questioning things.
What is your take on stress management?
https://www.instagram.com/lkaplancoaching/ (Instagram - lkaplancoaching)
One of the few unmissable podcasts
Isaiah is one of the smartest people I know. He is the perfect mix of street smart and thorough research. Not surprisingly, the end result is a super interesting podcast I listen to & learn from systematically.
PhilZeltzman DVM, DACVS, VetFinancialSummit.com
Thanks so much Isaiah for bringing the business side of veterinary medicine to a podcast medium. It is about time someone did it right. I have been a 20 doctor practice owner for many years and I am always looking for the latest business insights. This would often take me 2 or 3 major conferences to find the latest innovators and learn from them. Not anymore thanks to your podcast! Congratulations and keep up the good work!
I discovered this podcast right after I decided practice ownership was in my future. I’ve been glued to it since. Isaiah does an excellent job of covering relevant and interesting topics by interviewing a wide range of experts and industry professionals. He keeps the conversation engaging by asking pertinent questions, showing that he knows the intricacies of the industry well himself. I highly recommend this podcast for anyone seeking a solid intro to the business and finance management sides of veterinary medicine.