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

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. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.