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Show Notes

What actually happens after you sign on with a financial advisory firm? For most dental practice owners, the reality is a fragmented mess of disconnected CPAs, brokers, and advisors who never speak to one another.

In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, CFP, and Director of Financial Planning at Four Quadrants Advisory, to pull back the curtain on a completely different model. We walk through the exact journey a practice owner takes from their very first day as a client, moving from initial apprehension to total financial clarity.
















































































































































































































































































In this episode, we pull back the curtain on:

• The Indianapolis Experience: A look inside our curated client experience, from chauffeur service to an intensive, 4-to-5-hour annual meeting designed to turn over every stone of your personal and business finances.
• Taking 90% Off Your Plate: Why we don’t just hand you a template and leave you to execute it. From sourcing bank financing to applying the “$5,000 rule,” we handle the heavy lifting.
• The $15M Retirement Shift: How shifting from a fragmented model to a coordinated, monthly strategy can elevate a standard $3M to $4M retirement trajectory into the $15M to $20M range.
• Real Numbers, Real Success: Dramatic case studies of clients doubling their income, quadrupling their annual savings, and the story of one practice owner who retired completely at age 49.
• The Mindset of Wealth: Navigating critical wealth-building shifts, like prioritizing systematic investing over rapid debt payoff, and why running a practice doesn’t leave room for day trading.

Discover what happens when your business advisory, accounting, and personal financial planning share a single, unified vision for your life.





Upcoming Tour Dates: Go to our EVENTS page for info

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Instagram: @fourquadrantsadvisory

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