Financial Services

“When asked to write a testimonial for Choate Capital Funding, the first thought that ran through my mind is …Trust. Of all the qualities that a client values in evaluating services is the level of trust that can be expected. This recommendation is not lengthy; it is short and to the point: You can trust Brian Choate. I urge and/or invite those who consider Choate Capital Funding for consulting to contact me. Contact me and hear the story of what Brian was able to accomplish for our company and the improbable variables he was given to accomplish it. Afterwards, you will choose Choate Capital Funding.”
Erik H., Window To The Body, PLLC

“I recently remodeled my office and required a large amount of funds to achieve the office of my dreams. I highly recommend Choate Capital Funding for your purchasing needs. They are precise, professional and timely.”
Dr. Rachel R., Vision Source

Practice Coaching – Case Acceptance

“HIGHLY recommend it! I most enjoyed the way DWP gave the seminar. VERY enjoyable with the style of delivery, it was very funny, emphasizing the patient’s perspective. …Will change the way we do things.”
Jimmy Pinner, DDS

“DEFINITELY beneficial! Come with an open mind because it may turn some age-old beliefs on their head! I just wanted to THANK YOU again for inviting me to the seminar! It was very informative, and you are an excellent speaker. I got so excited about implementing the strategies you talked about…”
Jini Kuruvilla, DDS

“This is a GREAT class for getting into the mind of the patient.”
Tom Hernandez, DDS

“WELL WORTH the time! EYE OPENING thoughts & ideas…”
Chad Taylor, DDS

“This was an EXTREMELY informative class. DEFINITELY worth attending. If we implement the things learned in this class it will definitely increase profit margins. What I liked most were the ways to increase case acceptance.”
Joi Shaw, DDS

“ I feel this is A MUST for dentists to see. I will recommend DWP to everyone.”
Aaron Jones, DDS – Highland Park Dental

“Delores is Hilarious! Made all of this important information interesting. VERY informative, Very entertaining, NOT boring. Got tools we can all use Monday morning!”
Carol Pinner, Financial manager

“If you attend, it will improve your productivity!”
Catherine Keefe, RDH

“We have awesome knowledge from this seminar.”
Amber Williams, Business manager

“You will LOVE IT and will leave with a lot more knowledge. I will use ALL the information I was given today.”
Krystal Velaquez, Chairside Assistant

“GREAT information & new ideas on how to make a better successful practice.”
Demetrya Rodriquez, doctor’s fiancé

“Very helpful and enjoyable course.”
Amanda Garcia, RDH, Highland Park Dental

“Be ready for a POSITIVE CHARGE.”
JB Shaw, Business Manager, Highland Park Dental

“Take the class, your practice will benefit IMMEDIATELY!”
Joyce Smith, Sienna Smiles

“By far one of the best practice management seminars ever.”
Erik Harrington, DDS-Highland Park Dental

“I recommend you going to this seminar because DWP is REALLY into you learning and want you to succeed. Learn about EVERYTHING that will make your business successful.”
Lisandra Andrade, DDS

Practice Management

“I had just purchased my first practice and found it was in total disarray, and was overwhelmed with the things that had to be done, including legal, financial, personnel, marketing and operations issues. Dave Swift of Dental Wealth Partners stepped in and partnered with me to handle everything, soup to nuts, professionally and effectively, helping me build a stable basis to go forward.”
Dr. I., Irving, TX

Marketing Strategy & Programs

“Dave of Dental Wealth Partners created a strategic marketing plan for us and then managed the programs to make it happen. Over five years the practice revenues almost tripled and profits quadrupled. I’ve turned my entire marketing budget over to them and just said “Make it happen”, and they have. I couldn’t be more pleased!”
Dr. S., Dallas, TX