0 Share
InterviewODwire.org Radio

Managing Your Financial Profile – Tom Baker, Wells Fargo Practice Finance [#R045]

In this episode, Adam & Paul continue their conversation with Tom Baker, Business Development Manager at Wells Fargo Practice Finance.

We discuss your financial profile — which is the “snapshot” that banks use to determine your eligibility for loans, as well as the interest rates you’ll pay.

Tom gives advice on how to “tune up” your profile, how to detect (and correct) inaccuracies, and the types of entries that impact your profile the most positively and negatively.

This is a great talk, and not just for folks currently going after a loan!

Ask Tom any follow-up questions in this thread.

Continue Reading
0 Share
InterviewODwire.org RadioPractice Management

Assembling your Professional Team – Tom Baker, Wells Fargo Practice Finance [#R044]

In this episode, Adam & Paul continue their conversation with Tom Baker, Business Development Manager at Wells Fargo Practice Finance.

When starting a new practice, you need help — and lots of it!

Professionals such as: Lenders, Attorneys, Accountants, Insurance brokers (… and more) are critical to getting your practice off the ground.

We discuss how to assemble your professional team with Tom, and give you tips for finding the right folks.

Ask Tom any follow-up questions in this thread!

Continue Reading
0 Share
ODwire.org RadioPractice Management

Are You Ready for Practice Ownership? Tom Baker, Wells Fargo Practice Finance [#R043]

In this episode, Adam & Paul talk to Tom Baker, Business Development Manager at Wells Fargo Practice Finance.

Tom has worked with hundreds of practices over the past several decades, and answers questions about how you assess your readiness to dive into your own practice, and the key issues you must address before trying.

Ask Tom any follow-up questions in this thread!

Continue Reading