Finance as a Function in Your Practice — A Wealth Strategy Conversation with Eunicia Peret, Founder of Excelstra

Episode notes

Most physicians are high earners who have never been taught to think strategically about their wealth — and that gap quietly costs them more than almost any other business decision they make. excelstra.com Eunicia Peret, founder and CEO of Excelstra, has delivered over $500 million in savings across hundreds of clients through unbiased, institution-independent wealth strategy coaching. In this conversation, she and Michael Tetreault break down what it actually means to treat finance as a function inside your practice — not an afterthought. Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. ConciergeMedicineToday.org · Apple Podcasts · Spotify If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.com/podcast For general informational purposes only. Not medical, legal, or financial advice.