Videos/CPD

How To Save Money On Your Mortgage As A Dentist with Will Coe

We sit down with mortgage specialist William to turn “complex income” into a clear story underwriters understand, so you can borrow confidently without paying a premium for your structure.

Can I Borrow 100% Of The Money Needed To Buy A Dental Practice? (Part 2) with Kevin Saunders

We walk through how lenders assess cash flow, why extending goodwill terms from 15 to 20 years can make the numbers work, and how pricing bands change with loan-to-value. 

How Can I Reduce My Indemnity Fee? with Adam O'Keeffe

We explore the critical differences between discretionary and contractual coverage – a distinction that could mean the difference between being protected or left financially exposed when facing a claim. Adam brilliantly illustrates this with a simple question: "Would you insure your house for fire and then wait till you've had the fire to find out whether you're covered?"

Here's How To Design A Portfolio That Beats 99% Of Other Investors with Dr James Martin

The conversation tackles one of the most profound misunderstandings in personal finance: the difference between risk and volatility. Most investors (and even many advisors) conflate these concepts, leading to portfolios that feel safe but actually jeopardize long-term financial goals. I explain why the supposedly "low-risk" portfolios heavy on bonds and cash might ironically be the riskiest choice for achieving true financial independence.

How To Protect Profitability In Tough Economic Conditions with Johnny Minford

The conversation delves into patient management as a cornerstone of practice stability. Having more patients—even those not actively purchasing services—creates opportunities that wouldn't exist otherwise.