057 - Creating a Business That Works for You, Not Against You with Dr. Devin Vrana
3 Apr 2025 · 36 min
This podcast episode (057) — "Creating a Business That Works for You, Not Against You with Dr. Devin Vrana" (recorded April 3, 2025) features two linked conversations: a deep interview with Dr. Devin Vrana and Dr. Lona about designing sustainable chiropractic practices that support family and legacy (themes: choosing long-term over short-term growth, pivoting from high-volume solo models to multi-clinician, anchoring to personal vision/faith, TRP mastermind benefits), followed by a bonus segment with Justin Maxwell of Big Life Financial and Dr. Eric DeMartino focused on financial operating systems for doctors (tax-savings opportunities, automated personal finance buckets, ROI/ROE framing). The episode mixes personal narrative, practical leadership/business guidance, and a partner offer for a tax-review workbook and complimentary tax review.
Questions this episode answers
April 3, 2025.
Approximately $4,000 to $10,000 per year.
Approximately $10,000 to $20,000 per year.
Approximately $30,000 to $40,000 per year (sometimes up to $60,000).
Saved over $100,000 in taxes.
Chapters
There is an authentic and individual assignment for each of us. And I really, you know, it is above, down, inside out, like you said. And it does take time to just get to know yourself. Right? So build.
I think it's smart to not try and reinvent the wheel, but you hit this point where you build wisdom, you build maturity, you build experience, and then you have enough, you know, grit in the game, you have enough confidence to start to listen for new pivots.
Hello and welcome to Build you'd Remarkable Practice Podcast. This podcast is dedicated to chiropractors who are in the seasons of launching and building their practice. Join myself, Dr. Lona and my co host, Dr. Bobby as we have conversations each week as it relates to building the practice of your dreams. And remember, you can have a remarkable practice at as part of a remarkable life, not instead of one. We are here to lead you on the way.
Welcome back to Build you'd Remarkable Practice Podcast. And I am here today with my beautiful friend, the one, the only Dr. Devin Varana. She is one of our new coaches in trp and you saw her on the stage at one of the last immersions where she definitely lit up the entire audience with her energy. Devin, you are a force on all accounts for chiropractic, for motherhood, for freedom and medical choices, like so many things. And I know we're going to talk today a bit about learning how to discern the pace of your life and the pace of growth in your business and just knowing that we're in for the long run in. In our life and what we want to create. So I'd love to just, like, throw it to you, like what's on your heart for chiropractors in general, for chiropractic. And as we're each entrusted to keep walking our businesses forward and chiropractic forward. Like, how do we wear that without.
Letting it wear us down so much here?
Right?
I love these podcasts too, because we get to see the evolution of this conversation. And one of the biggest gifts that TRP has gifted me over and over again in different ways is an invitation to experience chiropractic very differently. So I started in chiropractic. I'd never been adjusted before, so I didn't get my first adjustment until almost a month or maybe two into school, which is kind of crazy saying out loud now, right? So I never saw a chiropractor in a formal office. Never. I never experienced care that way. And so I've been this blank slate in chiropractic and what I Love about that is I didn't have any preconceived notions of what it was or what it was. And I didn't have any, like chiropractic dogma. I did have obviously my experience in, in a medical world, but coming into practice, I was unanchored and I don't think I realized that. I saw that as my gift for the longest time, but it's a bit of an Achilles heel too, right? If you don't have a point of reference, there can be too much chaos, too much free form. So I looked for people who were doing really well in practice, doing really well in life. And because I didn't have an anchor, I made their anchor my anchor. And so I ended up in a really amazing coaching group and alongside really successful people who were good hearted and serving the masses. It was all volume. It was all drive, keep it lean, mean, go as fast as you can. See as many people as you can. Save the masses, love them, love them, love them. Go, go, go, go. And it was amazing. And I thrived, as you can imagine, in that environment because I'm fire, I'm go. You invite me to go faster, I want to double down. I love that. Until a few things happened, especially as a woman. I gave birth to my second set of twins and I had built a solo practice. Fast, fast, fast, fast. Volume, volume, volume. And here it was, it's 37 weeks. My, you know, there, there's practice, but I'm solo. And so I'm, I'm. There's no one to replace me or help me. And my coaches at the time said, why don't you just take two weeks off and come back half days. And I was like, I'm about to give birth to two. I don't know if I could do that, but maybe, right, okay, I'll cover myself for a few weeks. Then I had a vaginal birth and a C section birth, so I had to push to six weeks. So some male doctor, friends, colleagues came in and supported me. Thank you to each of you who supported me through that. But I came back at six weeks from a vaginal birth and a C section birth. And if I could reach through this and grab a few of you young lady doctors who are in this season that you will never, never, never, never, never get back. You get to do birth, you get to do pregnancy and postpartum once. You don't get to redo that. I would go back and I would say, devin, this is not the time to sprint. This is a marathon M.
And I Know, someone out there feels that. Well, another instance, you know, So I came back, my body is still, honestly beat up. They're eight. I'm still healing internally, emotionally and physically from going back to high volume practice too soon after having babies, you pay a price. Energetically, physically, emotionally bonding with babies. That's one. And then I'm going to pause and let you in, I swear. But I'm a little bit passionate about this.
The second one was our son and he fell from 10ft.
And I'll just never forget the sound. And there's a crash and my husband and I look at each other and we're like, not it.
And Joey went around the corner and the way he yelled my name, like I knew it was bad. And I came around the corner and he knocks us on the ground and. And he had blood coming out of his nose. Long story short, 6 inch skull fracture, brain contusion and miracle, you know, power that made the body heals the body. There was no need for intervention. I got. But it was. That happened on a Thursday, Sunday night. We're coming, you know, we're settling into home. And he's like, mom, you're not going to work tomorrow, are you? And I've got this baby with black and blue all over his face. Of course not. I mean, I don't know, you know, I could, I couldn't imagine going back to work. But there were 185 people on the books that Monday. So that means I had to tell 185 people, subluxated people, that they could not receive an adjustment that day because I had somewhere else I needed to be. And I knew I get goosebumps. Full body goosebumps. That day my practice had to change. And I didn't know how and I didn't know I didn't have a matrix or a blueprint because the systems I were following were all built on one doc, two staff. Lean fast. Go, go, go, go. And I knew my entire world had to change because it wasn't sustainable with five kids and the life, the mother that I wanted to be. Now I was going in two different directions from inside the same body. So if anybody feels that this TRP conversation is for you. So that, that would be my premise of some points where the forks became, no, you can't stay that version of yourself. Your practice cannot stay that way anymore. We have got to, we got to make some changes.
Yep, yep. Yeah, that's. I mean, those are powerful stories, Devin and I, and I think there is an element of the season and build when we are usually in a one doc model. You know, some people stay there for an entire career and some people are there, you know, short term as far as like they open a practice and pretty rapidly they're bringing in another doc. And there's not necessarily a right way but it really is that conversation of like what do you truly want? And if no one has shown you sometimes that it could be done a different way. In fact there is successful practices that are multi clinician and, and they're better for it and there's more resiliency and there's more durability and all of that then it really, it is a different way to practice. And like you, I was in a coaching group early on that was built high volume and there was a lot of really beautiful things that came out of my season there of learning how to have everything be high speed and, and I also remember where all of a sudden I felt like I was wearing clothes that no longer fit because my vision for my practice and what I knew I wanted even in the languaging of how I was going to chiropractic had deviated quite a bit from where my mentors was. And so you know, there was an element that I had to rectify in my own brain for a while where I was like I've built a practice but I don't love my practice anymore because it's no, it's not mine, it's someone else's language, it's someone else's vision of how they talk about subluxation. And that wasn't that it was wrong, it was I needed to do then the work of now. I've worn my mentor's clothes for a while and now I need to take that and make sure that it is an above, down, inside out process for me where I am as a visionary in the practice, like the way that I want the practice to come to life is now equally as important as some of the things I learned to get me to this point. And part of that was bringing in more doctors. And I can remember some conversations I had with well meaning mentors that were like, you know, you're never going to be more profitable than when you're, you know, in this season by yourself. And I think that was just a limitation and that's something that maybe if you're listening is to remember that I don't believe that mentors ever are trying to limit you. However, you know, sometimes a well meaning person can place a ceiling for you that isn't actually your own and that might be in how your lifestyle could be or how much volume you could see or how challenging it is to find the right staff. Like where if we've accepted other people, people's truth, and sometimes we're literally living that truth, but it's not even our truth. It was borrowed. And, and so that was a point for me at one point where I had to rectify that. I knew I was going to be with multiple DCs in our practice and have multiple locations, even though my mentor necessarily wasn't the one patting me on the back to keep going in that direction. And I had to find different mentors, right? So my vision had to change and I had to be okay with that.
And it, it goes, you know, to the anchor, right? BJ Palmer says no one can anchor to an unanchor mind. And I think you could anchor in one group and then say, well, this doesn't fit, and then end up trying to anchor in another group. For me, what has worked is to anchor back to God, back to the assignment, because there's no shortage of opportunities. But there is that there, there is an authentic and individual assignment for each of us. And I, I really, you know, it is above, down, inside out, like you said. And it does take time to just get to know yourself, right? So build.
I think it's smart to not try and reinvent the wheel. But this point where you build wisdom, you build maturity, you build experience, and then you have enough, you know, grit in the game, you have enough confidence to start to listen for new pivots. And that's where, you know, again, coming back into TRP and listening, God, we're living in the middle of it, right? Like the world since 2020 has changed so much. We'll say it, we'll say it over and over again. There's never been a better time to be a chiropractor, but there really hasn't been, right? Because, look, make America Healthy again is at the forefront of the conversation. People are more ready than we are prepared. So that means that for anything to change, something has to change. You cannot be in the same practice, same style that you were in 2020 and expect to serve in 2025 and grow. You just can't. The world is different. The needs of the people are different. We can't use systems that worked really well in the 80s 90s, early 2000s and not innovate them and bring them forward. Don't throw baby out with bath water. I love the gifts that I could collect from Dr. Richard Yinney from Dr. Steve Hayes from Dr. Tim Young and the amazing mentors come onto my path. BJ and Reggie and Sid and all like they're all here on my tribal council. But I look to TRP and I go like, what? Why this, this mastermind setup for me has proven itself invaluable over the last year is because it allows me to be authentically me. It doesn't tell me what success looks like, but it tells me where it lives. Right. I love when Dr. Franson says that, where it's like you need the vision, you need the organization chart. You need these staple things for a successful business that could be durable and scalable with or without you.
Yeah.
And that, that's the, that's the foundation of what I knew I needed. And now that I've, you know, been in it over a year and seen it working, I see this practice that maybe from the outside wouldn't look that different, but it will outlive me. It has the capacity to, to shine on whether I'm in it or even on this planet or not. That my kids and grandkids and great grandkids could drive by and go, that's the lighthouse my grandma helped start. Start that like that that's an expanded legacy. That's bigger. That, that's the big idea. Right. Like, I just think it's time that we play a little different gain.
Yeah, I agree with you. And you know, to your point, right. Like we are in an interesting time right now and I was just having a conversation with one of my doctors today about like, there is so many opportunities available for chiropractic, especially courageous chiropractors who realize like, ooh, there is some territory to take right now. And I don't mean that in like.
We need to go to war.
It just means there is a lot of opportunity and it's is going to need us to double down on the principle of chiropractic, double down on being able to deliver the goods. So let's make sure that those things are in order. Right. And then have street smart, great business skills that are principles. Not just in chiropractic, in all successful businesses, like learning how to attract the right talent and to like have a vision for how they are going to keep expanding within the organization so that we don't create ceilings for our own businesses. Right. And I think that's usually been the case because we're not necessarily wired, as entrepreneurial as most of us. We're truly like heart centered, want to serve, hands on people, connect, empathy, all of that. And we find ourselves in business many times, but I don't think it has to be either or we can see that, like the time of life we're in right now where there's a lot of opportunity to keep going to the people, to keep bringing people into your practice, to keep expanding, maybe open more practices. Whatever, whatever it is for you, it's going to require you to like, gain those skills. I have a brother who's very business minded and he ended up going and having like a mini mba. And I think, like, I need to do that. Like, as I'm, as I'm learning and seeing all these opportunities for chiropractic, it's like, wow, like, to really just keep learning how businesses can be expanding. Which is why I'm so grateful for trp because they really started to open my mind to just classically, like, what makes businesses have traction and keep expanding. And then how do you actually tactically take those concepts and put them into a chiropractic practice so that we're really not only running good systems for the patient experiences, but running our businesses in a systemized way so that we can literally quarter after quarter start to predict what needs to happen and train our team appropriately to keep encouraging growth and seeing that actualized, which is, has meant all the difference for both of us in our practices. So, Devin, I guess when you look at the landscape right now, if you were like a doc listening to this, who's maybe in that season of build, let's say, where they're like, really, they've been hungry, they're producing, their practice is growing, but they are really painted into a place where, like, if I had to leave the practice for six weeks right now, that would be a big problem.
You know, like, what would be your next message to them? I guess to like, help them see the value of learning to realize you're in a marathon and the investments you make right now could mean that that marathon looks totally different down the road. Right?
Yeah, I, you know, the, the quote and concept of, you know, do you want to go fast or do you want to go far? I would ask you a lot of questions more than I would tell you what to do, because your path won't look like mine. But there are quite a few of us who are very much here to help pour into you the way we maybe wish that we could go back and, and talk to our former self. And so I would ask you questions about where you're trying to go, because.
Then we tend to kind of react to our pain points. In practice, hyper reactively, and we turn one problem into two, and then that's the next thing, you know, we feel further than we actually are from our dream practice when it's right in front of us, you know, but we have to. We have to pause, we have to assess, and we really have to have a compelling vision of what it looks like three or five years from now. So especially to build, because there's so much in the here and now that does require you. You do got to run the race. You do got to show up, you do got to serve, and you got to do these things. But take regular time to pray, to, to visualize, to do your, you know, 49 breaths with Sid Williams and see where chiropractic really wants to take you. Keep your chiropractic heart open and.
And then listen when it, when it calls and, and give yourself permission. Please give yourself permission or take. Take it from us today. Well, we'll let you, you know, borrow it from, from us until you can truly give it to yourself to be who you're designed to be and not who you think you have to be or should be or what obligations. Because I think there can feel like there's a lot of external pressure, whether that's from family, from team, from patients, from mentors. Like, it's, it's everywhere. We've always grown up with these roles and titles. Yeah, but that's all make believe and it's all stories and there's a lot of assumptions in there.
So.
So go back to just like the heart of why you're our chiropractor. Why were you called to this thing in the first place? And what does your dream practice and your dream life look like? And. And get there at least once a day and just keep pulling yourself and enjoy the ride along the way. And when you do meet a chiropractor, last thing, when you do meet somebody who's living the way you want to live and serve in the way you want to serve. Ask them to lunch, ask them to coffee, sit close to them as close as you can and listen more than you talk. And just God will keep putting these people in your path at the right time to help you walk forward, because you. You were never asked to do this alone.
So good, Devin. That's so good. Thank you for being one of those people to me.
Ditto. Yeah, ditto. Ditto.
Yeah. All right, well, you can find Devin on Social. Likely you've seen her on there because you can't miss her.
But what's your handle Dr. Devin Barana and Devin Barana over on Facebook.
Okay, great. And obviously, if you like this episode, share it with some of your chiropractic friends who need a word of encouragement. And we need all parties, all hands on deck, to keep their fires lit for chiropractic and their businesses. And so most of us struggle more in business, I think, than we do actually in staying alive in our hearts for, like, how awesome chiropractic is for our patients. So if you need some help in business, reach out. We would love to help you in any capacity, too. So, Devin, thank you and I will be seeing you soon.
Yep.da.
Bye. On hey, everyone, please listen in for this next bonus interview of one of our remarkable success partners. They all help us help more people find the benefits of chiropractic. So listen on.
Hello, remarkable CEOs. This is Dr. Eric DeMartino here with another meetup with one of our awesome success partners. I'm excited to be in studio today with Justin Maxwell from Big Life Financial. Big Life Financial is one of our very valuable success partners, and we just love all our remarkable success partners because they really help us further our mission of helping our docs help more people. So welcome to the podcast, Justin.
Yeah, thank you, Dr. Eric. I'm really excited to be here. I appreciate the opportunity.
Awesome, man. So, yeah, take a minute or so to introduce yourself and then help our audience know a little bit about your story.
Yeah. So I'm. I'm Justin Maxwell. I'm a partner at Big Life Financial. I've been in the Big Life financial world since 2019. The goal for me, honestly, the reason I arrived at Big Life Financial is because I hit a ceiling of fulfillment. I was a school teacher prior to working and being a part of Big Life Financial's team, and I just felt like there was more that I could bring to the world and more that I could do, and teaching wasn't helping me fulfill that anymore. And I'm all about helping people create generational impact and giving them the permission to do that. And in order to do that, you have to have money to do that. You can do it at base levels, and you can do it and be fulfilled. But to really leave generational impact, you have to have money. I like what Dr. Fransen says when he says, no money, no mission. It's the same thing. No. No money, no impact. At least at a base level, the impact that you could leave is left far beneath it. And Big Life Financial has given me that permission, and we give our clients that same permission. And so that's, that's why I do. What we do is to give people the permission to push bigger, leave bigger impact and think bigger and live their biggest life in all reality. That's why we're called Big Life. Financial Love that.
I didn't know that, that backstory to that, but that makes sense. Yeah. And you know, some, some docs, you know, they, they almost don't want to talk about the money. It's like, it's about helping people. And that's great. Like, I don't. Your primary focus should not be making money. Your primary focus should be help a result of that. When you help a lot of people, you should automatically make a lot of money. Right. You should be rewarded for the amazing things and the value that we bring to our communities. And, and I think it's important as you know, as a great steward of, of our, of our, you know, our businesses and our money that we, that we take good care of our money, that we don't, we don't waste it. Right. And, and, and we think about having that generational impact that we can have to our, our, our, our, our loved ones and even to our community through, you know, during community, you know, different types of charity organizations and things that we can do. Right. So that's really the stage of my life is I'm trying to now amass as much wealth as I can so I can give it back and I can give it back to where I think it's going to have the most impact in our communities. And I love that you guys help our doctors do that. And so, you know, in trp, we always talk about how every business really exists to solve problems. Right. That's what we do. And the bigger problems you can solve, the more money you're going to make as a result. So specifically, how do you guys solve problems for chiropractors?
Yeah, that's a, it's an extraordinary question because chiropractors, I know that it feels at times. I know the thing about TRP that I love about TRP is that you're taking doctors who are clinicians and you're making them the business owners. And as they go through that process and then they become CEOs as they're going through that process, that alone starts to make them more money. And most doctors don't realize this, and maybe they do, but I don't. I've noticed they don't. Most doctors are 10% top 10% earners in America. And that if you stretch it out to the world, you're a 1% earner in the entire world. But usually they're viewing that as like, well, Elon Musk or these billionaires, these ultra millionaires, Those are the 1%, but you're right there behind them. But then when you look at doctors like investment portfolios or their wealth that they've amassed, it looks extremely middle class. So the problem that we solve is helping them figure out why is it that I'm making a generational amount of income but I'm having a middle class outcomes. So we look to where are all the, where's all the money going? We're probably paying too much in taxes. We probably have a lot of efficiencies in the way that we're having cash flow, flow into our personal life. And we're just bleeding and paying money and spending money on things we don't need. And we don't have great investment philosophies or we don't have investment philosophies at all outside of our business. And our business isn't valuable at all. Like it's not an asset, it's cash flowing to us, but it's not ever going to produce anything. So we're looking at all these different holes or gaps and helping doctors plug them so that when cash flows in, it automatically starts to transform into wealth on its own. So we're helping doctors transition their generational income into generational wealth.
I love that. I love the distinction between the two. That's great because I've worked with some docs out there that make a lot of money, but they don't save a lot of money. Right. And they just, they haven't gotten that balance down where they can really utilize services like you guys to create that generation of wealth that we all want to, that we all want to be able to accomplish. So, you know, when I'm always working with my CEO clients, we always talk about the, the concept of roi, return on investment. Because a lot of docs will, will say, well, doc, how much should I spend on marketing? Or how much should I spend on team? And I said, honestly, I don't care as long as you're getting a positive ROI. Right? People say is like $5,000 a month for marketing. Is that expensive? I say, yeah, it's expensive if you get no return for it. But if you're getting $50,000 in return, I'd say it's pretty darn cheap. Right? So we always talk about roi. And so what kind of ROI could a, could a CEO expect to, to get from you guys? From utilizing your services.
Yeah, we like to bring that quickly because the thing about finance is it's a long game. So it's hard. Like, for example, if you go to an investment advisor, like it takes, it doesn't just happen in an instant. You give them their money and all of a sudden you're a millionaire. Like, it's a slow, consistent savings build, investing over time. So it's hard for people to feel like they're getting an ROI. The ROI is there, it's just 30 years in the future. So what we have focused on with doctors is how can we find dollars immediately with you is what we found is that most doctors unnecessarily pay taxes on an annual basis. And we can find those dollars and we can sometimes recoup them, sometimes we can go back and the IRS will send you a check, which is extraordinary. But usually the ROI is, is that we can help you save taxes in the year. For example, we're in 2025 right now. We can put together a plan for you that will reduce your tax bill for 2025 and it will give you an ROI of something. So it depends on how much money someone makes. But these are generalities, so don't expect this, but these are just generalities. So for doctors that make 150,000 or less in personal income, we usually find that we can save them between 4 and $10,000 a year in taxes. If they make from 200 to 300,000, it's usually 10 to 20,000 in tax savings. If they're making $500,000 plus, it's usually 30 to 40, sometimes $60,000 in taxes. And then we have doctors that make $1 million a year and we've saved them 100 plus thousand dollars in taxes. And that's an ROI that's tangible that we can give you. But the thing, the reason we know we can give it to you is because we're not just obsessed with helping you save taxes, we're obsessed with helping you save taxes to build wealth. So we're actually going to help you transition those tax dollars into assets, whether that's back into the business or into assets outside of the business. And that's tangible and that's dollars that you can actually feel in touch in within the year of working with us, where you can actually get an ROI that's tangible for you.
That's great. And what's nice about that is, you know, it sounds like what you're saying was about a 10% return is almost seems like based off their income what they would get on savings. And you know, for, you know, that's typically what, you know, if you invest in the stock market, just like an index fund, you can usually expect around 10% on average. But I have to actually put the money in to get that 10%. Right. Here it is. I already earned the money. I don't put any money in. You just are going to find tax savings that I don't have to pay Uncle Sam. And that's immediate return without me having to invest any money that I've done before. So that's a huge win.
There's a they, there's a stat out there that says the dollar that's saved is about seven times more valuable than the next dollar you have to earn because you've already earned it. So you just have to learn how to keep more of it because you don't have to work as hard. You already have it. You just have to learn to not let it disappear from you.
Yeah, super powerful. And that's great that you can bring that value. You know, I don't think anybody loves paying taxes, but there's nothing worse than paying more taxes than you need to. Right. So I'm glad you guys provide that, that, that strategy and for helping our docs save a lot of money they can put back in their business. And obviously there's nothing better than reinvesting back in your business to keep growing your, your impact. So that's great. So as you look ahead and assess the needs for our profession in the future, you know, how are you guys helping docs be prepared to succeed more in the future? Any specific things that you guys do with docs to help them?
Yeah, so the, the thing that this is, this is really important I think, because it's a. You use systems to make your business functional. TRP is giving doctors systems to make their business more valuable, to make it so that they're seeing more people helping more people. You do the same thing on the personal side of things. So we are going to help people implement financial operating systems into their personal life so that when cash flow flows in, the system is already in place. It will flow to spending or flow to savings. It'll flow to emergency, it'll flow to very safe things, will flow to investments, will flow back to the business. But the financial operating system is what we help people implement so that the future is brighter, so that the permission is given. I, I like the term to kind of play back on your last question with roi. I like the term roe. Return on emotion. How much emotion is returned to you because you have stability now that you know that money is flowing on its own and you have some safety, you have some growth. It gives you the permission to think differently, to think a little bit bigger, to think, well, if this is working now, what if I bought a new space or got to a second location or started saving more money into the system? Like, it just makes you start thinking differently when you have the emotional side covered. And a lot of doctors, just by the very nature of the way that they're functioning, don't have a lot of emotional protection and they have to live in scarcity a little bit. So it's always like to the next dollar to the next thing. They're not thinking visionary, they're thinking in the moment. And visionary thinking is what really allows people to have the impact.
Absolutely. Yeah. I love that. See, that's part of the roi, or you call it ROE is peace of mind. Right. I hope every doc out there listening has a peace of mind account. Right. It's that, that money that, you know, three to six months of operating expenses that God forbid your office burns down or, or God forbid you get in a horrible car accident, you can't work. It's like having that peace of mind account that you're not, you know, you're not a month away from going bankrupt. Right. And so many docs kind of live on the edge. And that's like you said, that's their roe, the return on emotion of that peace of mind. So that's stressed about every week. Do we have enough new patients? Are we ever. Patient visits? Because I don't have much money in the bank. Like, that's no way to live. So I love that. You know, we talk about systems, it's huge for us in trp, but we always talk about around the patient journey and around our office. But you have systems for the financial side. Right. It's not like just leave the money in the account.
No.
You're going to put money in your vacation fund or your savings fund or your retirement or all those different funds. If it's automated, then they never even see the money. Right. So they never had to make that conscious decision. So that's systematizing their financial life. And I love that. So many docs need that. So I appreciate you guys provide that for them.
Yeah. And it's the, the thing that I think people need to click is you can do it, you do it in the business, but you also do on the personal because usually someone, they. Some people really go on the personal, but Then their business, like you said, they're like, they're always close to never making payroll. You need to do it on both. Like you need to be viewing your business and personal financial is almost one thing. They're just two halves of the same ball.
Yep. And love that you can help give them that clarity in the systems around that. That's great. So what's the next step for our listeners? To connect with you guys and learn more about how you can help them.
Yeah. So I think the easiest way is we offer. I just really created a. It's a very simple workbook. It's just 20 questions to ask your accountant. And there are questions that you can take to your accountant and ask them and the way they answer them is going to help you determine whether there's someone that's saving you money or costing you money. And so I can give you that book. And then in conjunction of that book, if you want to sign up for a free complimentary tax review, we'd be happy to do that with you. And then you can determine, is my accountant already someone that I should have on my team or is it time for me to level up to someone that's actually going to push me and give me the permission to leave a generational impact. And we're not the only great accounting firm in the country. There's other accountants that are great and they're really good at what they do. But a lot of doctors don't know if. If their person's good. They know that they're nice. They know they've ever been audited and they usually file their taxes on time or they wouldn't be with them. But they don't know if they're actually helping them reduce their tax bill. And this book will unveil that for them. So they can start to determine am I at the level of income that I need to start leveling up my team versus or stay the same or are they on paid pace with me? So I'll include that book in that link and you can sign up and then you'll have access to us and be able to determine whether we can help you or not or whether you're in a good spot.
Perfect.
And we'll include that link in the show notes. Do you have. Is there a website that they can go to or.
Yeah, our website's biglifefinancial.com it's. It will probably by the time this airs, that should be. There's a new one being constructed right now, so it will be a lot more robust than it's ever been before. So that should have a lot more information there for people to go to. But that will be a great resource as well.
Perfect. And I want to double click on one thing you said. I hope our listeners got this, is that your accountant, their job is not to save you money on taxes. Their job is to keep you out of jail, to keep you out of IRS prison. So there's a lot of accounts out there that are very conservative and they're not looking for ways to save you taxes. They're just making sure that your things itemized and that you're, you're filing a tax return on time and that the tax return is legal. That's it. They don't look for ways to, to, to strategize to help you reduce taxes legally. And I know that's something you guys specialize in. And so I want our listeners to know that, hey, just because you have an accountant doesn't mean that they're actually getting you all the tax savings that you need, because that's not their job. Their job is to keep you out of jail. And they do that very well. But we want to stay out of jail and we want to obviously maximize our tax savings as much as possible. I know you guys specialize in that.
So yeah, we, our firm is built for business owners, so we know we're looking to help the business owner, specifically doctors, in this situation, reduce your tax bill and do it legally and ethically so that you get to stay out of jail and you save a whole bunch in taxes simultaneously.
We appreciate that. Thank you so much, Justin, for being on the podcast today. I appreciate you all. You do for our, our remarkable clients. A lot of the CEOs I know use you guys. You guys are awesome. And thank you so much for being a success partner as well. So remarkable CEOs. Remember tuning every single week to the Remarkable CEO podcast. I hope all of you have a blessed week. We'll see you guys all next week. Thank you.
Thanks for listening to this episode of Build you'd Remarkable Practice podcast. Remember, what the world needs now is chiropractic. And what chiropractic needs now is more successful chiropractors. If you like the podcast, please subscribe, share with your friends and leave us a review. And if you'd like to connect with us personally, please click the links in the show notes to schedule a car.
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