Latest / The Dentalpreneur Podcast w/ Dr. Mark Costes
2293: Transforming Dental Chaos into Financial Clarity
On today's episode, Dr. Mark Costes sits down with Jonathan Moffat, founder of Aligned Advisors, live from the Thrive Live conference in Las Vegas. With a background in scaling dental practices and advising dentists across the country, Jonathan shares his approach to turning overwhelmed dental professionals into confident business owners with a clear financial plan.
He breaks down the concept of a family office—traditionally reserved for ultra-high-net-worth individuals—and how he's made it accessible to dentists through a flat-fee model that includes 200 annual checkpoints, customized…
The skinny
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