Leading Your Practice in an Uncertain Economy with David W. Frank, CFP® | WP 138
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Leading Your Practice in an Uncertain Economy with David W. Frank, CFP® | WP 138
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In this episode, we’re diving into the real talk around money, mindset, and what to do when the economy feels like it’s doing cartwheels. David Frank breaks it down in a way that’s refreshingly honest, surprisingly comforting, and—yes—a little funny too (because what’s financial stress without a tiny dose of humor?).
Whether you're feeling that dip in client inquiries, wondering if a recession is lurking around the corner, or just trying to figure out how to build a cushion that helps you sleep at night, this conversation is going to give you solid ground to stand on.
So pour your coffee, take a breath, and let’s talk about what we can control—because David’s got some seriously grounding advice you won’t want to miss.
08:45 Yes, a Recession Will Happen
10:34 Change Is Inevitable—Don’t Fight It
15:00 Navigating a Dip in Referrals with Long-Term Perspective
17:00 Financial Lessons for Business and Life
20:29 Emergency Fund Guidelines for Group Practices
22:10 Lessons from Change Healthcare and COVID-19
24:59 The Spiritual Side of Non-Attachment and Resilience
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