In the Spirit of the Season…»

…Mercer Advisors extends to you a most heartfelt Happy Holidays and best wishes for the New Year.

We hope your holiday moments and celebrations are filled with happiness and good cheer. Throughout this holiday season, we have taken time to celebrate our clients and one another. Each of us at Mercer Advisors has enjoyed serving our clients’ dental practice consulting and financial needs and in turn, wishes to thank clients and friends alike for their continued dedication and support.

Across our 12 national branch locations, we have honored the communities in which we serve by participating in opportunities to give back. These activities have included gathering food items for local food shelf drives — one branch alone gathered more than 3,847 food items — and purchasing gifts for an Adopt-a-Family Giving Tree event dedicated to helping single moms who are working full-time while pursuing a college education. The gifts we have received in return have been vast and are without measure.

May the wonder of the season feed your spirit!

Mercer Advisors

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[No Comments] Posted by: Mercer Advisors on December 21, 2011
Posted in: Announcements and News

With Thanks and Gratitude»

As we prepare to gather with family and friends to give thanks later this week around the Thanksgiving table, we also reflect upon the successes and challenges that have formed our experiences over the past year. At Mercer Advisors, we are thankful for the role we have been entrusted to play in our clients’ lives [...]

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[No Comments] Posted by: Mercer Advisors on November 23, 2011
Posted in: Uncategorized

A Weekend of Investment – in Yourself and Your Practice…»

Come to Scottsdale, Arizona, for the weekend of January 20-22, 2012 to experience our comprehensive and exclusive workshop Transitions, Growth and Wealth Management.

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[No Comments] Posted by: Mercer Advisors on November 11, 2011
Posted in: Events,Financial Planning,Uncategorized

Announcing the next generation of ONTRACK®»

Mercer Advisors is thrilled to present the next generation of OnTrack — now a comprehensive stand-alone online business intelligence system.

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[No Comments] Posted by: Mercer Advisors on October 25, 2011
Posted in: Announcements and News,Business Intelligence System,Practice Management Consulting

Discovering Opportunity within Your Practice»

Mercer Advisors is please to announce our new practice management consulting module: Discovering Opportunity Within Your Practice.

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[No Comments] Posted by: Mercer Advisors on October 21, 2011
Posted in: Announcements and News,Practice Management Consulting

New Interactive Kiosks a Hit at Our Transitions Workshop»

We presented our Transitions, Growth and Wealth Management workshop to a sold out crowd in Seattle over the weekend of September 23-25, 2011.

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[No Comments] Posted by: Mercer Advisors on October 12, 2011
Posted in: Business Intelligence System,Events,Lectures and Workshops,Practice Management Consulting,Transition Services

Building a Solid Community of Devoted Patients»

We know that dentistry is first and foremost a business founded on rapport and trust. And, that the most rewarding dentistry occurs once a meaningful relationship has been forged between doctor and patient.

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[No Comments] Posted by: Mercer Advisors on July 21, 2011
Posted in: Practice Management Consulting

Saving for Tomorrow, While Enjoying Life Today»

In 1992, David Trylovich, DDS, MS, and a partner started Periodontics, Ltd. in Las Vegas, Nevada. They started cold with no patients or referral base, but over the last 18 years, have grown enough to add a second location in Henderson, Nevada.

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[No Comments] Posted by: Mercer Advisors on
Posted in: Client Success Stories

In Search of Financial Clarity and Freedom»

“The cost of a thing is the amount of what I will call life which is required to be exchanged for it, immediately or in the long run.” – Henry David Thoreau This Thoreau quote is a favorite of Kendrick Mercer — the founder of Mercer Advisors. As a history major, then an attorney by [...]

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[No Comments] Posted by: Mercer Advisors on July 15, 2011
Posted in: Life Planning

The Difference a Day Makes»

We  recently expanded our Economic Freedom™ Planning program from a single day to a full two-day session. While the amount of content covered remains the same, the additional time commitment made by both client and Strategic Advisory team helps to forge a lasting relationship built on mutual accountability and respect, as well as comprehensive understanding and acceptance.

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[No Comments] Posted by: Mercer Advisors on July 6, 2011
Posted in: Life Planning
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