In this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy discusses the most significant changes she’s seeing in tech adoption and why she believes these advancements positively impact doctors, staff, and clients.

You can find show notes and more at: https://tinyurl.com/54avn65k

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we are joined by Tony Welch, SignatureFD’s Chief Investment Officer, to discuss the data he’s seeing regarding the rate of inflation change. He’ll explain what it could mean for the average investor, what it might look like to consumers, and how they spend at veterinary hospitals.

You can find show notes and more at: https://tinyurl.com/yc374cuh

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, we’re joined by long-time veterinarian and comedian, Dr. Mike McClenahan. He is the creator of The Bowtie Vet Guy YouTube channel and cohost of the Vets Unleashed podcast. Mike shares his inspiring story on merging comedy and his veterinary world and talks about why he thinks humor is so important.

You can find show notes and more at: https://tinyurl.com/3udhxdt9

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

Time management is something many of us try to navigate and improve on throughout our lives and careers, but it can be hard to get a proper grip on how to do it most effectively. In this episode, Dr. Scott Weinman, veterinarian and host of the Vets Unleashed podcast, joins the show to share his passion for time management and the science behind it.

You can find show notes and more at: https://tinyurl.com/bddf8y4a

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, CEO of Highpoint Healthcare Advisors, Cameron Cruz, joins the show to discuss the insight he gained from working with veterinary and health professionals in the consolidation arena. He offers some considerations on creating a win-win situation at both ends of a sale and making it a smooth transition for everyone.

You can find show notes and more at: https://tinyurl.com/2ts9fvpx

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Dr. Megan Sprinkle joins us to shed light on what it can take to break away from the well-worn path to create a career that you’re passionate about. You will glimpse Megan’s veterinary career and the curiosity that drove her into the veterinary space and beyond. She offers her insights into how you can shape your career in imaginative and fulfilling ways.

You can find show notes and more at: https://tinyurl.com/2me7hc68

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

We often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry.

You can find show notes and more at: https://bit.ly/4a09XFi

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us for an update on market trends and conditions for 2024. He shares his insights on what happened in 2023 and how they could affect us this year. If you’re looking at the next year and wondering how to plan for the instability and inflation, this episode may be for you.

You can find show notes and more at: https://bit.ly/491yQjA

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.