Are You Banker Ready?

Is there a difference between meeting with a bank and a banker? You’d better believe it; there is a huge difference! A bank is an institution, brick and mortar; even a staid set of rules and provisions that bank employees apply to the general public. Quite different...

Are You Sure?

Being sure is important in business. Being sure allows you to freely and confidently make decisions. So, sure about what you ask? Are you confident that none of your employees are stealing from you? In my business, we deal with Dental Practices located all over the...
How To Ace An Audit

How To Ace An Audit

  This is a guest post from a friend and colleague, Seth Peabody, CPA. Seth is the Director of the Tax and Accounting Division of DDS Financial. Speaking candidly, he is gifted in his abilities as a business person but above all has constructed the coolest...

3 Common Life Insurance Mistakes

In my role as a Consultant with DDS Financial I have been conducting Life Insurance Audits, now a routine part of the firms practice. There have been a number of mistakes that the Audit process has brought to light and that we have since corrected. There are 3 most...

The Foundation, Part 4: The Follow Through

  Many advisors help to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don’t allow for monitoring or making changes to plans as necessary. We believe that you can’t put a plan in...