Precise Financial Planning for Your Practice and Your Life Goals
The achievement of your personal financial goals is directly related to the success of your practice. And the success of your personal financial goals is directly related to your ability to plan and manage your finances.
It takes more than just a successful practice to achieve your personal financial goals though. It takes 360 degrees of planning.
If your practice succeeds but you don't have your personal finances properly planned and managed, your retirement, your children's college savings, your financial goals, whatever they may be, may not achieve their potential over the long course of your career.
360° Planning is total, 360 degree planning for your practice and your life.
Expert Dental Practice and Financial Advisors Working Together for You
360° Planning brings together all the experts you need to succeed.
Our team of nearly 300 financial advisors, investment experts, attorneys, CPAs, MBAs, practice management consultants, transitions coaches and other skilled and talented professionals all work directly for Mercer Advisors.
And with 360° Planning, they are all on your side.
And because these experts all work together for Mercer, collaboration on your 360° plan is more time efficient, cost effective and generates greater results for you.
Progressive Practice Management and Coaching Technology
We know that time is money. That is why we custom-built a proprietary practice management software package called OnTrack®, as part of 360° Planning.
We know that time is money. That is why 360° comes with OnTrack®. Designed specifically for dentists, OnTrack® is our custom-built, proprietary practice management software that gives you more insight into your practice than any system you’ve ever seen.
OnTrack® is so easy to use, you can see how your practice is performing with just a glance at your screen.
Data entry takes only 15 seconds per patient, and integration with existing management and accounting software is seamless.
OnTrack® also sends daily data feeds to your 360° Planning team of experts who can offer live, face-to-face coaching, advice, and support via another amazing technology, video conferencing.
With OnTrack®, daily analysis of each team member’s efficiency, productivity, and accountability is now backed up by clear and easy to understand data captured and displayed in real time.
The results? Drive team behaviors and systems, fill your appointment book, improve your case acceptance rate, and grow your practice.
Once you start using OnTrack®, your practice will never be the same.
