The Dentist Freedom Blueprint Podcast

This week, you’ll hear a great conversation with a friend and incredible business mentor to me and many others. Burt Copeland is the founder of New Life CFO, and he joins the show to talk about what a CFO is, how he became one, and what a CFO can do for your business.

Listen in as Burt shares important insight about turnarounds and why you need someone to look at your cash flow. You’ll learn the differences between a CPA and a CFO, how a CFO is involved in many more areas of your business than you might think, and more.

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Minute Markers:

  • 1:25 – Who Burt is and his journey to being a CFO.
  • 5:44 – The mindset and advice that got him through the toughest time in his business.
  • 8:39 – Why he decided to shift his role.
  • 11:10 – The period of margin and what led him to where he is now.
  • 13:31 – The importance of a CFO and defining that role correctly.
  • 16:08 – What a fractional CFO is and how it works.

If you like this episode, here are more episodes we think you’ll enjoy:

  1. Clockworking Your Business – Mike Michalowicz: Ep #395

Featured on the Show:

#cfo #cashflow #burtcopeland #businessfinances #businessowner #chieffinancialofficer #newlifecfo

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.


Want to know more about David and schedule him as a speaker or podcast guest? Go to to book David now.



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