Hey Docs!

"Inflation is killing us." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Scott Broadbent discusses the importance of tax credits for healthcare professionals, particularly orthodontists. He explains how his company, Acquire Tax Credits, helps practitioners navigate the complexities of tax credits and the recent changes in tax legislation that could benefit them. Scott emphasizes the significance of documenting research and development efforts to qualify for these credits and addresses common misconceptions about the process. The discussion also highlights the potential financial impact of tax credits on new and established practices, encouraging doctors to take advantage of available resources. In this conversation, Scott Broadbent discusses the importance of tax credits for dental practices and introduces the SCUBA program, designed to provide peace of mind for patients while enhancing revenue for dentists. He emphasizes the collaboration with CPAs to ensure proper implementation and maximization of tax benefits. The discussion also covers the cost structure of the SCUBA program and its potential impact on practice profitability. Scott concludes with insights on customer service trends and the value of teaching patients to manage their dental care effectively. Connect With Our Guest Acquire Tax Credits - https://acquiretaxcredits.com/ Takeaways Tax credits can significantly benefit healthcare professionals.Many practitioners are unaware of the tax credits available to them.The PATH Act expanded the scope of qualifying for tax credits.Documentation is crucial for successfully claiming tax credits.New practices can leverage tax credits to alleviate financial burdens.The recent budget bill may enhance tax credit opportunities.Collaboration with CPAs is essential in the tax credit process.Misconceptions about R&D tax credits can deter practitioners from applying.The audit rate for R&D claims is relatively low.Proper preparation can lead to successful tax credit claims. Tax credits can significantly benefit dental practices.Collaboration with CPAs is crucial for maximizing tax benefits.The SCUBA program offers peace of mind for patients.Dentists can retain patients better with structured care plans.The SCUBA program is designed to be easy for dental staff to implement.Dentists keep 80% of the revenue generated from the SCUBA program.Inflation impacts dental practices, necessitating innovative solutions.Patient retention is key to long-term practice success.The SCUBA program can enhance profitability for dental practices.Providing peace of mind can lead to increased patient loyalty.Chapters 00:00 Introduction to Scott Broadbent and Acquire Tax Credits02:05 Understanding Tax Credits for Healthcare Professionals06:00 The Impact of Tax Credits on New Practices10:04 Recent Changes in Tax Legislation14:00 Navigating the Tax Credit Process17:59 Addressing Common Concerns and Misconceptions22:31 Navigating Tax Credits for Dental Practices27:02 Understanding SCUBA: A Peace of Mind Program for Dentists35:36 Cost and Implementation of SCUBA Program41:20 Final Thoughts and Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"None of us is as smart as all of us." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Tina discuss the complexities of insurance billing in orthodontics, emphasizing the importance of understanding diagnostic codes, strategic billing practices, and the need for continuous education in a rapidly changing insurance landscape. They provide insights for startup practices on navigating insurance networks and maximizing reimbursements while maintaining compliance and effective patient communication. In this conversation, Jill and Tina Byrne delve into the complexities of navigating insurance in dental practices, emphasizing the importance of understanding the business aspect of insurance, the necessity of thorough verification processes, and the innovative solutions like IMAX that can aid practices. They also discuss the ongoing need for education in the field and the resources available for practitioners. Connect With Our Guest Tina Byrne's iMaxX - https://imaxx.startmoresmiles.com/ Takeaways A lot of money is left on the table when billing insurance.Strategic thinking is essential in navigating insurance billing.Changing language around billing can improve patient understanding.Complacency in insurance practices can lead to missed opportunities.Understanding diagnostic codes is crucial for maximizing reimbursements.Continuous education is necessary to keep up with insurance changes.Startups should do thorough research before deciding on insurance networks.Using third-party administrators can improve fee schedules.Documentation is key for successful insurance claims.Consistency in billing practices is vital for compliance. You cannot just black or white or react to something.Insurance is a business, not a benefit for people.Verification has become a significant part of the process.IMAX was a huge undertaking for the company.Ongoing education is crucial in the insurance field.A massage chair should be a standard perk in workplaces.COVID has changed the way we do business.Managing people can be challenging as one advances in their career.None of us is as smart as all of us in consulting.The insurance landscape is constantly evolving.Chapters 00:00 Maximizing Insurance Billing Opportunities06:04 Understanding Diagnostic Procedures and Codes12:02 Staying Informed in a Changing Insurance Landscape17:20 Advice for Startups Navigating Insurance20:37 Navigating Insurance Challenges in Dental Practices22:41 Understanding the Business of Insurance24:10 The Importance of Verification in Insurance Claims26:56 IMAX: A Solution for Insurance Management30:47 The Need for Ongoing Education in Insurance Practices31:18 Connecting with Tina Byrne: Resources and Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"Our currency is good vibes." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this episode of Hey Docs, Jill interviews Alexis Barclay from Smiles Change Lives, a nonprofit organization dedicated to providing orthodontic care to children in need. Alexis shares the mission and history of the organization, highlighting its impact on over 20,000 families across the United States. The conversation explores how orthodontists can get involved, the referral process for patients, and the positive ripple effect of giving back to the community. Alexis emphasizes the importance of community service in orthodontics and encourages new and established orthodontists to participate in the program, regardless of their practice size. The episode concludes with a speed round of insights and future visions for the organization. Connect With Our Guest Smiles Change Lives - https://smileschangelives.org/ Takeaways Smiles Change Lives has helped over 20,000 families.The organization started 28 years ago with a mission to provide orthodontic care.Orthodontists can get involved without financial commitments.The program aims to empower both children and their families.Community service in orthodontics can enhance practice visibility.New orthodontists can benefit from participating in the program.The referral process is designed to be simple and effective.The organization collaborates with various partners to reduce treatment costs.Positive experiences from the program uplift both patients and providers.The goal is to inspire every orthodontist to treat at least two kids.Chapters 00:00 Introduction to Smiles Change Lives03:04 The Impact of Smiles Change Lives06:04 How Orthodontists Can Get Involved08:50 Patient Referral Process and Community Impact12:08 Understanding the Program's Structure15:00 The Ripple Effect of Giving Back18:03 Opportunities for New Orthodontists20:56 Logistics of Joining the Program24:07 Speed Round: Insights and Future Vision Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"I want more, but I can't work any harder." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Amy Kemp shares her journey to becoming a successful entrepreneur and author of 'I See You.' She discusses the importance of understanding subconscious habits, the challenges faced by women in balancing professional and personal lives, and the significance of delegating unpaid labor. The conversation emphasizes the need for women to recognize their value and the importance of seeking help to achieve work-life balance. In this conversation, Jill and Amy Kemp explore the complexities of unpaid labor, work-life balance, and the importance of guilt-free playtime. They discuss how women often bear the burden of unpaid labor and the need for intentional choices in dividing responsibilities. The conversation shifts to the elusive nature of work-life balance, emphasizing that it is more about living in rhythms rather than achieving perfection. Amy shares insights on the necessity of scheduled playtime for rejuvenation and creativity, and they conclude with a discussion on how structure can lead to freedom rather than restriction, encouraging listeners to dig deeper into their resistance to structure. Connect With Our Guest Amy Kemp - https://amykemp.com/ Takeaways The book 'I See You' was inspired by her experiences and the women she works with.Subconscious habits can significantly impact personal and professional success.Women often face unique challenges in balancing work and family responsibilities.It's essential to shift unhelpful thoughts to make better decisions.Unpaid labor often falls disproportionately on women, affecting their professional lives.Delegating tasks can lead to better work-life balance.Recognizing one's value is crucial for personal growth and success.The journey of writing a book can be both vulnerable and rewarding.Women should not feel guilty about seeking help in managing their responsibilities. Make a choice and be intentional about dividing unpaid labor.Hiring help can significantly improve mental well-being.Women often face guilt and shame regarding unpaid labor.Work-life balance is more about rhythms than perfection.Scheduled guilt-free playtime enhances productivity.Structure can lead to freedom, not restriction.Curiosity about resistance to structure is essential.Unhealed pain often lies beneath resistance to structure.Words and language are powerful tools in leadership.Parenting is a season; it will change over time.Chapters 00:00 Introduction to Amy Kemp and Her Journey03:06 The Inspiration Behind 'I See You'06:11 Understanding the Target Audience of the Book09:01 The Impact of Subconscious Habits on Success11:59 Navigating the Conflict Between Business and Caretaking Roles14:55 Identifying and Shifting Unhelpful Thoughts17:58 The Burden of Unpaid Labor and Its Implications21:02 Valuing Help and Delegation in Personal and Professional Life26:29 The Burden of Unpaid Labor29:02 Work-Life Balance: The Elusive Unicorn30:35 Living in Rhythms: Guilt-Free Playtime39:27 Structure as a Path to Freedom45:05 Final Thoughts and Resources Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

“If you don't invest in marketing, your competition will.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/ADec - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Start to Strength Registration - https://orthofi.regfox.com/from-start-to-strength-june-2025Summary In this engaging conversation, Jill and Dino discuss the importance of marketing strategies for healthcare professionals, particularly focusing on building referral relationships through intentional events. They explore common mistakes practices make in planning these events, the significance of authenticity in marketing, and how startups can effectively engage with their communities. Dino emphasizes the need for budgeting, planning, and creating memorable experiences that foster genuine connections with referring doctors. In this conversation, Dino and Jill discuss the importance of intentionality in marketing strategies for healthcare professionals, particularly in creating effective appreciation events for patients and doctors. They emphasize the need for a structured approach to referrals, leveraging competition, and investing in relationships to achieve better returns. Dino shares insights on how to create a blueprint for success and the significance of follow-up in maximizing the impact of events. The discussion concludes with a light-hearted speed round, highlighting personal habits and unconventional workplace perks.Connect With Our Guest Appreciation Event Blueprint - https://dreventblueprint.com/ Takeaways Dino has been busy with travel and opening a chiropractic office.Referrals are essential in the healthcare industry.Hope is not a business plan; intentionality is key.Creating memorable events can significantly boost referrals.Startups should engage their community early on.Budgeting and planning are crucial for successful events.Using a committee can alleviate the burden of event planning.Authenticity in marketing fosters genuine relationships.Personalized gifts are more impactful than generic ones.Showcasing successful patient outcomes strengthens referral relationships. It's a blueprint you can use over and over again.We need to be intentional about this.Reward patients for bringing friends to events.Doctors need to edify themselves to gain referrals.Leverage competition to highlight your strengths.Investing in relationships can yield better returns.Follow-up is crucial for maximizing event impact.Shake things up to avoid stagnation in marketing.Every Batman needs a joker; use competition wisely.Chapters 00:00 Introduction and Personal Updates02:07 Marketing Strategies for Doctors07:30 Common Mistakes in Referral Events14:40 Engaging Startups in Marketing16:04 Budgeting and Planning Events21:20 Authenticity in Marketing and Referrals23:43 Creating a Blueprint for Success26:09 Intentionality in Patient and Doctor Appreciation Events30:50 Building Confidence in Referrals33:42 Leveraging Competition for Growth36:51 Investing in Relationships for Better Returns41:34 Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"We cut their supply cost in more than half." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Jill and Mari Sawtelle discuss the evolution of Mari's career in orthodontics, the establishment and impact of Mary's List, and the importance of understanding supply costs and the gray market in the industry. They explore strategies for cost management in orthodontic practices and the benefits of joining buying groups. Mari emphasizes the need for transparency and efficiency in purchasing, while also sharing insights on how to navigate the challenges faced by orthodontists today. Connect With Our Guest Mari's List - https://marislist.com/ Takeaways Mari Sawtelle has a rich history in orthodontics spanning over 40 years.Mary's List has grown to become the largest orthodontist-exclusive buying group in the U.S.Understanding supply costs is crucial for orthodontists to manage their expenses effectively.The gray market poses significant risks to orthodontic practices, including liability issues.Buying groups can offer substantial savings and transparency in pricing.Efficient ordering systems can save time and reduce costs in orthodontic practices.Orthodontists should be cautious of companies that engage in gray market practices.Regular coaching and support can help practices optimize their supply management.Investing early can lead to better financial security in the long run.Networking and community engagement are vital for growth in the orthodontic field.Chapters 00:00 Introduction and Background of Mari Sawtelle05:36 The Impact of Mary's List on Orthodontics06:07 Understanding the Gray Market in Orthodontics10:33 The Importance of Buying Groups17:32 Strategies for Cost Management in Orthodontic Practices22:43 Advice for New and Existing Orthodontists29:50 Conclusion and Future Engagements Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"Be aware of the risk in the first place" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Trey Lawrence, CEO of the American Association of Orthodontists (AAO), discusses his role and the importance of advocacy in orthodontics. He highlights the legal risks associated with social media use among orthodontists, particularly regarding HIPAA compliance and FTC regulations. The conversation also touches on the impact of AI in orthodontics and the ongoing tech transformation at the AAO to improve communication and efficiency. In this conversation, Trey Lawrence discusses the transformative changes being implemented at the AAO, focusing on personalized member experiences through AI, enhancing social media presence, and exciting developments for the upcoming AAO 2025. He emphasizes the importance of community engagement and the need for effective communication strategies to better serve members. The discussion also touches on industry challenges and the potential impact of AI on orthodontics. Connect With Our Guest American Association of Orthodontists - https://aaoinfo.org/ Takeaways Trey Lawrence is the CEO of the AAO, emphasizing advocacy.Advocacy is crucial for orthodontists and their members.Social media poses legal risks for orthodontists, especially regarding HIPAA.Awareness of legal risks is the first step for orthodontists.FTC regulations apply to orthodontic advertising and endorsements.Disclosure of incentives for reviews is necessary for compliance.AI is transforming the efficiency of orthodontic practices.The AAO is undergoing a tech transformation to improve member communication.Data centralization is key for leveraging AI in orthodontics.Effective communication is essential for member engagement. AI will personalize member interactions significantly.Social media presence needs a major overhaul.AAO 2025 will focus on community and networking.Personalized experiences will help members navigate resources.The organization is defined by its members, not just its structure.AI solutions are becoming more accessible for practices.Maintaining personal connections in orthodontics is crucial.The upcoming annual session promises to be highly engaging.Community engagement is essential for member satisfaction.Addressing student loan debt is a priority for future orthodontists.Chapters 00:00 Introduction to Trey Lawrence and AAO Leadership02:54 The Importance of Advocacy in Orthodontics06:04 Navigating Social Media and Legal Risks09:00 Understanding FTC Regulations and Compliance11:50 The Role of AI in Orthodontics and AAO14:57 Tech Transformation at the AAO24:11 Personalized Member Experience through AI27:17 Enhancing Social Media Presence34:36 Exciting Developments for AAO 202537:15 Engaging with the Community Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"Your website is your online waiting room" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform Summary In this conversation, Amanda Cabrera from ENOX Media discusses the importance of branding and marketing strategies for orthodontic practices. She emphasizes the need for consistency in branding, the evolution of patient experience, and common mistakes made in website design that can hinder patient conversion. Amanda shares insights on how to create a trustworthy brand experience and the significance of aligning online presence with in-office experiences to foster patient trust and engagement. In this conversation, Jill and Amanda discuss the critical role of analytics in online marketing, emphasizing the need for business owners to pay attention to their website's performance. They explore how user experience can be enhanced through website audits and the importance of creating a cohesive brand experience across all platforms. The discussion highlights the significance of understanding user interactions and the impact of micro-interactions on patient engagement. Connect With Our Guest eNox Media- https://enoxmedia.com/ Takeaways Branding is more than just a logo; it's the entire experience.Consistency in branding builds trust and familiarity with potential patients.Social media should reflect the same branding as in-office experiences.Authenticity in marketing is crucial for connecting with patients.Websites should prioritize content that helps potential patients feel comfortable.Visual consistency in marketing materials is essential for brand recognition.Patient experience evolves as practices grow and change.Website mistakes can lead to missed opportunities for patient conversion.Regular audits of website functionality are necessary for optimal performance.Engaging with patients online should mirror in-office interactions. Analytics is often seen as a buzzword but is crucial for online marketing.Business owners frequently overlook the importance of website analytics.Websites should be viewed as online waiting rooms for potential clients.Understanding user interactions can lead to better website performance.Rage clicks indicate user frustration and should be analyzed.Conducting a website audit can reveal inconsistencies in branding.Micro-interactions significantly affect user experience and perception.A cohesive brand experience builds trust with potential clients.It's essential for team members to understand the brand's story.Being authentic and vulnerable in business can foster better connections.Chapters 00:00 Introduction to ENOX Media02:52 Understanding Branding in Orthodontics07:07 Inconsistencies in Marketing Practices12:50 The Evolution of Patient Experience17:14 Website Mistakes and Conversion Strategies25:35 The Importance of Analytics in Online Marketing32:10 Enhancing User Experience Through Website Audits39:41 Creating a Cohesive Brand Experience Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"You need a coach, and you need a mentor" Connect With Our Sponsors -GreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform Summary -In this conversation, Shannon Patterson discusses the evolving landscape of orthodontic practice transitions, emphasizing the importance of mentorship, ownership, and financial stability. The discussion covers market trends, the significance of partnerships, and critical steps for buying or selling a practice. Shannon also highlights the need for proper preparation and professional guidance in navigating transitions, as well as reflections on trends observed in 2024. In this conversation, Shannon Patterson and Jill discuss the intricacies of practice transitions, focusing on the importance of avoiding common mistakes, understanding the evolving landscape of DSOs and OSOs, and the necessity of investing in oneself and one's team. They emphasize the significance of having a senior doctor involved during transitions, the shift in the DSO model towards partnerships, and the need for doctors to outline their personal and professional goals to achieve a balanced and fulfilling career. Connect With Our Guest -Bentson, Copple, Patterson & Associates- https://bcp-advisors.com/ Takeaways - Shannon Patterson emphasizes the importance of mentorship in the orthodontic field.The market has shifted to a buyer's market post-COVID, affecting practice sales.Young doctors are increasingly interested in ownership for long-term wealth.Partnerships are becoming a predominant model in the orthodontic industry.Financial stability is crucial for doctors considering selling their practices.Preparation for practice transitions involves cleaning up financial records.Observation buckets in orthodontics are essential for future patient leads.Professional help is necessary for successful practice transitions.Banks are now more stringent in their requirements for practice purchases.Understanding market demand is key for sellers in the orthodontic field. Avoid costly mistakes in practice transitions.Senior doctors should remain involved during transitions.The DSO model has shifted towards partnerships.Investing in yourself and your team is crucial.Outline personal and professional goals for success.Burnout is a real issue in the dental profession.Younger doctors need support in practice management.Change should be gradual to ease team anxiety.Utilizing consultants can improve practice performance.Work-life balance is essential for long-term satisfaction.Chapters - 00:00 Introduction to Practice Transitions02:52 Rebranding and Transitioning at Benson Copple Patterson05:50 Market Trends in Orthodontics08:57 The Importance of Ownership in Dentistry11:59 Critical Steps for Buying or Selling a Practice18:03 Preparing for Practice Transitions25:03 Reflections on 2024 Trends25:55 Avoiding Costly Mistakes in Practice Transitions34:11 Understanding DSOs and OSOs42:01 Investing in Yourself and Your Team Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits - Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"Healthy leaders help their teams become more healthy” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform SummaryIn this conversation, Jill and Kimberly Collins explore the significance of personality tests, particularly the Enneagram and MBTI, in enhancing self-awareness and emotional intelligence among leaders and teams. They discuss how these tools can be utilized to improve personal effectiveness, identify triggers, and create a psychologically safe workplace. The dialogue emphasizes the importance of healthy leadership in fostering a supportive environment where team members feel comfortable sharing ideas and learning from mistakes. In this conversation, Kimberly Collins and Jill discuss the importance of establishing boundaries to prevent burnout, the significance of psychological safety in the workplace, and the role of active listening and emotional intelligence in effective leadership. They explore how leaders can repair relationships and foster a supportive environment, as well as the need for ongoing self-reflection and personal growth in leadership roles. The discussion emphasizes the necessity of equipping team members with the tools they need to succeed as they transition into leadership positions. Connect With Our Guest Enneagram Reflections- https://www.enneagramreflections.com/ Takeaways Personality typing systems help describe and categorize patterns of thought, behavior, and emotion.The ultimate goal of personality tests is to improve self-awareness and emotional intelligence.Healthy leaders contribute to the psychological safety of their teams.Emotional intelligence requires active practice and intentional learning.Triggers can serve as valuable information for personal growth.Understanding one's triggers can lead to better self-regulation and communication.Creating psychological safety does not require extra effort but rather healthy boundaries and structure.Leaders should focus on their own health to positively impact their teams.Personality tests can help identify areas of least satisfaction and improve relationships.Compassion is essential when addressing triggers and emotional responses. Delegating tasks is essential to prevent burnout.Clear communication and expectations foster psychological safety.Active listening is crucial for effective team dynamics.Emotional intelligence is key for leaders to respond productively.Repairing relationships strengthens team bonds.Promoting individuals without proper training can lead to challenges.Self-awareness is vital for effective leadership.Understanding team dynamics enhances leadership effectiveness.Coaching and mentoring are essential for developing leaders.Regular self-reflection can improve personal and professional growth.Chapters 00:00 Introduction to Personality Tests02:48 The Role of Personality Tests in Leadership06:03 Emotional Intelligence and Self-Awareness08:57 Identifying Triggers and Blind Spots11:58 Creating Psychological Safety in Teams 19:52 Establishing Boundaries to Prevent Burnout20:40 The Importance of Psychological Safety21:57 Active Listening and Communication22:49 Emotional Intelligence in Leadership24:27 The Power of Repairing Relationships27:00 Developing Next-Level Leadership Skills34:11 Encouraging Self-Reflection and Growth Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"What you save is a choice" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform Summary In this conversation, Kyle J Christensen discusses his journey in financial planning, emphasizing a principles-based approach tailored for new doctors and business owners. He highlights the industry's focus on wealth management after assets are created, contrasting it with his philosophy of helping clients build wealth from the ground up. Key principles include paying oneself first and understanding the difference between savings and investments. The discussion also addresses the challenges new business owners face, including managing expenses and planning for unexpected events. In this conversation, Kyle J Christensen discusses the importance of preparing for unexpected life events and the necessity of having a solid financial foundation. He emphasizes the principle of maximum protection in financial planning, highlighting the need for comprehensive insurance coverage and the importance of understanding the details of policies. Kyle also addresses the challenges young professionals face in managing their finances and the agendas of financial institutions, urging listeners to take control of their financial futures. Connect With Our Guest Unique Advantage- https://uniqueadvantage.biz/ Takeaways Principles-based financial planning focuses on building wealth.Many financial planners only work with wealthy clients.The financial industry often helps after wealth is created.Paying yourself first is crucial for financial success.Profits should not be an afterthought in business.Expenses can consume all profits if unchecked.What you save is a conscious choice.Savings and investments serve different purposes.Planning for unexpected events is essential for business owners. 100% of us will experience unexpected life events.Protection has nothing to do with needs.You have the right to know what your maximum is.Most people don't have maximum protection.The devil's in the details with disability insurance.What percentage of your income would you want replaced?You're in a battle for control and use of your money.Financial institutions want to separate you from your money.If you don't do the foundation right, you could lose it.Chapters 00:00 Introduction to Financial Planning and Unique Advantage03:05 Understanding the Role of a Financial Planner05:59 Principles-Based Financial Planning for New Doctors08:56 Fundamentals of Financial Planning12:00 Paying Yourself First: Strategies for Success14:59 Navigating Financial Challenges as a New Business Owner17:56 Planning for the Unexpected in Financial Management19:25 Navigating the Unexpected in Life and Business25:32 Understanding Maximum Protection in Financial Planning29:18 Building a Solid Financial Foundation30:09 Final Insights for Young Professionals Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"It's lonely at the top" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ SummaryIn this episode, Jill Allen shares her entrepreneurial journey, discussing the evolution of her consulting business, the challenges faced, and the lessons learned along the way. She emphasizes the importance of leadership, team dynamics, and the necessity of pivoting in response to changing circumstances. Jill reflects on her growth as a leader and the significance of establishing core values for her business. The conversation highlights the importance of vulnerability, adaptability, and continuous learning in achieving success in entrepreneurship. Connect With UsJill Allen & Associates- https://www.practiceresults.com/ Takeaways Entrepreneurship is a journey filled with challenges and growth.It's essential to pivot and adapt to changing circumstances.Establishing core values is crucial for business success.Leadership development is a continuous process.Building a strong team is vital for business growth.Vulnerability as a leader fosters trust and connection.Learning from mistakes is key to personal and professional growth.Celebrate small victories to maintain motivation.Seek diverse perspectives to enhance decision-making.Trust your instincts and be brave in making choices.Chapters 00:00 The Journey of Entrepreneurship12:02 Navigating Growth and Change24:10 Leadership Development and Team Dynamics35:55 Lessons Learned and Future Direction46:04 Final Thoughts and Future Trends Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

“Think before you click” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this episode, Jill interviews Jordan Janz from Cornerstone Computer Solutions, discussing the importance of cybersecurity in dental practices. They explore various threats such as phishing and ransomware, emphasizing the need for employee training and robust IT solutions. Jordan shares insights on the significance of managed services, the differences between Mac and PC security, and the necessity of effective data backup and recovery strategies. In this conversation, Jordan Janz discusses the critical aspects of cybersecurity for dental practices, focusing on how to respond to cyber attacks, the importance of data backups, and actionable steps for practices to enhance their IT security. He emphasizes the need for managed services and regular network assessments to ensure compliance and protection against potential breaches. The discussion also highlights the significance of fostering a culture of caution among staff and the necessity of having a comprehensive IT strategy in place. Connect With Our Guest Cornerstone Computer Solutions- https://cstonesolutions.net/ Takeaways Cornerstone specializes in IT for dental and orthodontic practices.Managed services provide proactive IT support rather than reactive solutions.Phishing attacks are becoming more sophisticated and targeted.Employee training is crucial in preventing cyber threats.Ransomware attacks often stem from human error.Investing in high-end antivirus software is essential for protection.Cloud environments require robust security measures.Data backups should be frequent and reliable to minimize loss.Cybersecurity is a shared responsibility between vendors and practices.Understanding the risks associated with different operating systems is vital. Disconnect the computer immediately if a ransomware attack is suspected.Contact your IT provider as the first step in a cyber incident.Having reliable backups is crucial to avoid paying ransoms.On-site backups are still important despite the rise of cloud solutions.A think before you click culture can prevent many cyber issues.Managed service plans are essential for proactive IT management.Regular network assessments can identify vulnerabilities in your system.Cyber liability insurance is a necessary safeguard for practices.Annual HIPAA risk assessments help maintain compliance and security.Investing in IT should be a priority for all practices.Chapters 00:00 Introduction to Cornerstone Computer Solutions06:08 Phishing and Spear Phishing Explained12:02 Ransomware: Myths and Realities18:10 Mac vs. PC: Cybersecurity Considerations25:25 Responding to Cyber Attacks34:04 Actionable Steps for Practices39:57 Managed Services and Network Assessments46:04 Final Thoughts and Future Trends Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"A robot doesn't call out sick." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Todd discuss the increasing integration of robotics and AI in orthodontics, focusing on the Zeno robot's role in enhancing workflow efficiency and patient experience. They explore how robotics can alleviate staffing challenges, improve practice efficiency, and provide a unique patient interaction through AI. The discussion also highlights the reasonable investment required for such technology and its potential to differentiate practices in a competitive market. Connect With Our Guest Zeeno Robotics- https://zeenorobotics.com/ Takeaways The orthodontic industry is increasingly open to new technologies.Robots can help alleviate staffing challenges in practices.Zeno robots can enhance workflow efficiency by performing routine tasks.AI integration in Zeno allows for interactive patient experiences.Investing in visible technology can significantly enhance patient perception.The cost of robotics in practices has become more accessible.Zeno can help free up staff for more critical tasks.Patient experience can be improved through engaging technology.The investment in Zeno includes software and ongoing support.Practices can differentiate themselves by adopting innovative technologies.Chapters 00:00 Introduction to Todd Blankenbecler and Zeeno01:58 The Rise of Robotics in Orthodontics08:01 Enhancing Workflow Efficiency with Zeno16:06 Integrating AI for a Better Patient Experience24:00 The Value Proposition of Robotics in Practices Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"If owning a practice is a priority, we need to prepare." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Matt Kroeker discuss the essential aspects of starting and managing a dental practice, focusing on financial preparations, the importance of a supportive banking partner, and navigating the complexities of loan disbursements and construction costs. Matt shares insights from his extensive experience at Bank of America, emphasizing the significance of planning and networking for aspiring practice owners. Connect With Our Guest Bank of America - https://www.bankofamerica.com/smallbusiness/business-financing/practice-solutions/dentist-loans/ Takeaways Matt Kroeker has been with Bank of America for almost 15 years, focusing on helping small business owners.Young doctors should prepare early for practice ownership to avoid future financial pitfalls.Understanding loan rates is important, but the structure of payments is crucial for success.A long-term banking partner can provide support beyond just financing.The loan disbursement process involves multiple stages and requires timely payments to avoid delays.Construction costs have significantly increased, impacting startup budgets.Networking is essential for building a supportive team in the dental field.Having a clear vision for your practice helps in achieving long-term goals.Emotional intelligence is vital for managing business challenges effectively.Planning ahead and asking questions can prevent financial stress during startup.Chapters 00:00 Introduction to Matt Kroeker01:58 Preparing for Practice Ownership06:06 Understanding Loan Rates and Terms09:59 The Importance of a Long-Term Banking Partner15:04 Loan Disbursement Process Explained22:04 Navigating Construction Costs26:51 Final Advice for Aspiring Practice Owners Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

"Our ability to communicate has really exploded." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill interviews Amy Schmidt, the president of Ortho2, discussing her journey in the orthodontic industry, the evolution of orthodontic software, and the importance of communication and data management in modern practices. They explore how Ortho2 adapts to the needs of both single practices and larger organizations, emphasizing innovation and user feedback. The discussion also touches on the significance of effective communication and the tools available for practices to enhance their operations. Connect With Our Guest Ortho2 - https://www.ortho2.com/ Takeaways Amy Schmidt's journey from intern to president of Ortho2.The importance of evolving with technology in orthodontics.Ortho2's focus on user-friendly software for patients.The shift towards better communication in orthodontic practices.The balance between serving single practices and OSOs/DSOs.Data management tools are crucial for practice success.Customizable dashboards help practices track their goals.User feedback is essential for software development.Ortho2's commitment to education through webinars and events.Effective communication is a key business skill.Chapters 00:00 Introduction to Amy Schmidt and Ortho202:54 The Evolution of Orthodontic Software05:47 Communication in Orthodontics08:56 Adapting to OSOs and DSOs11:53 Data Management and Reporting Tools21:02 Staying Competitive in the Industry23:51 Speed Round with Amy Schmidt Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

“You look great in pink!” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/MyOrthoVA - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Amy announce the acquisition of Communicate Excellence by Jill Allen Associates. They discuss the significance of this partnership, their personal connection, and how it will enhance consulting services in the orthodontic industry. The conversation also touches on the evolution of consulting practices, the importance of mental health, and the continuity of services for existing clients. Both Jill and Amy share their visions for the future and the exciting developments on the horizon for their businesses. Takeaways Jill Allen Associates has officially acquired Communicate Excellence.The partnership will enhance consulting services for clients.Amy's transition is influenced by her mental health priorities.The future of consulting is focused on online training and accessibility.Consulting has evolved with technology, especially post-COVID.Jill aims to create a powerhouse consulting company.The acquisition will maintain the integrity of Communicate Excellence's systems.Clients can expect continuity in services during the transition.Both Jill and Amy are excited about the future of their collaboration.Chapters 00:00 Exciting Announcement: Acquisition of Communicate Excellence02:51 The Journey of Connection: Jill and Amy's Story06:44 Transitioning Under the JA&A Umbrella10:00 The Future of Orthodontic Consulting18:01 Client Transition and Continuity of Services22:23 What's Next for Amy and Jill Allen & Associates39:33 Speed Round and Final Thoughts Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Exploring the MBTI and it's Applications in the Workplace with Kimberly Collins. Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Connect With Our Guest Enneagram Reflections | Enneagram Coach SummaryIn this episode of the Hey Docs! Podcast, host Jill Allen welcomes back Kimberly Collins for an insightful discussion on the Myers-Briggs Type Indicator (MBTI) and its practical applications, particularly in small business settings like orthodontic practices. They explore how understanding personality types can enhance team dynamics, improve leadership, and address workplace conflicts. Kimberly explains the four categories of the MBTI, the importance of self-awareness, and the legal and ethical considerations when implementing personality tests in hiring and team management. The conversation emphasizes the value of emotional intelligence and psychological safety in creating a harmonious and productive work environment. Takeaways The Myers-Briggs Type Indicator (MBTI) can be a powerful tool for leaders, particularly in small business environments like orthodontic practices, to enhance self-awareness and understanding of their teams, ultimately creating more harmonious workplaces.It is illegal to use personality typing systems like MBTI or Enneagram for hiring, job placement, or promotions. These tools should be implemented after hiring to understand team dynamics, not as a selection criterion.MBTI focuses on "what" people do, categorizing behaviors and preferences, while the Enneagram digs into the "why" behind actions, examining underlying fears and desires. Both can be used complementarily within a practice for different purposes.For personality typing systems to be effective in a workplace, psychological safety must be prioritized. Team members should feel comfortable expressing themselves without fear of retribution from leaders or colleagues.Understanding that individuals and their leadership styles can evolve over time is important. Regular reassessment and continuous self-improvement can help leaders and their teams adapt and thrive as they grow professionally and personally.Chapters 00:00 Introduction to the Hey Docs! Podcast01:37 Welcoming Back Kimberly Collins01:45 Understanding Personality Types in the Workplace03:01 Diving Deep into MBTI Categories07:30 The Role of Personality Typing in Leadership11:42 The Evolution of Personality Over Time16:35 Breaking Down MBTI Categories21:16 Orthodontic Equipment and Practice Management23:21 Understanding Team Dynamics25:33 Legalities of Personality Tests in Hiring27:07 Effective Use of Personality Tests31:29 Challenges and Psychological Safety36:17 Comparing MBTI and Enneagram39:33 Speed Round and Final Thoughts Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Building equity through owning practice real estate offers long-term financial benefits. Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Connect With Our Guest https://www.dentalrepartners.com/ Summary In this conversation, Andrew and Reed discuss the benefits of owning dental practice real estate versus leasing. They highlight the importance of considering long-term needs and the flexibility that ownership provides. They emphasize that owning real estate allows for building equity and creating additional financial opportunities at the end of a dental career. They also mention the tax benefits and the ability to control the atmosphere and neighboring tenants when owning a building. The barriers to ownership, such as availability and cost, are also addressed. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships. They help dentists navigate the process of owning their own practice space, even if they don't have the upfront capital. They work with dentists to find the right property, structure partnerships, and secure financing. The availability of commercial real estate and capital restraints are the main barriers to ownership. However, there are opportunities to negotiate prices and find creative financing options. Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice. Takeaways Owning dental practice real estate allows for building equity and creating additional financial opportunities at the end of a dental career.Ownership provides flexibility and control over the atmosphere and neighboring tenants.Leasing may seem less risky, but it can limit growth and financial control in the long run.Availability and cost are common barriers to ownership, but exploring partnerships and considering multi-tenant locations can provide more options.Understanding the tax benefits and financial strategies associated with owning real estate is crucial. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships.Availability of commercial real estate and capital restraints are the main barriers to ownership.Negotiating prices and finding creative financing options can help overcome these barriers.Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice.Chapters 00:00 Introduction and Background03:05 The Benefits of Owning Dental Practice Real Estate07:56 Flexibility and Control: The Advantages of Ownership12:28 Leasing vs. Ownership: Long-Term Considerations21:36 Overcoming Barriers to Ownership24:28 Tax Benefits and Financial Strategies for Real Estate Ownership28:44 Exploring Opportunities in Commercial Real Estate30:29 Overcoming Capital Restraints 31:27 Barriers to Dental Real Estate Ownership32:55 Advantages of Being an Owner-Occupied Tenant33:29 Working with Dental Real Estate Partners Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

2024 Highlights & Future Trends: Insights from Ryan Moynihan, CEO of Gaidge Ryan Moynihan shares insights on key data from 2024, highlighting growth trends in orthodontics. Connect With Our AdvertisersGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Ryan Moynihan discusses his journey in the orthodontic industry, the state of the market in 2024, key data points, and trends affecting orthodontics. He emphasizes the importance of patient management and the impact of digital innovations on treatment options. The discussion also touches on the need for orthodontists to adapt their strategies in response to changing market conditions and patient behaviors. In this conversation, Jill and Ryan discuss the importance of marketing metrics and profitability in the orthodontic industry. They explore the significance of understanding patient funnels, the surprises in industry growth, and the potential for revenue through retainer programs. Looking ahead to 2025, they emphasize the need for practices to focus on data analytics and partnerships to maximize growth opportunities. The discussion concludes with insights on leveraging external expertise to streamline operations and enhance profitability. Takeaways 2024 showed positive production growth in orthodontics.Adult exams are finally seeing growth after a decline.Digital innovations are influencing treatment options.Patient management is crucial for conversion rates.Orthodontists need to be mindful of their pricing strategies.The economy is expected to improve in 2025 and 2026.Observation patients should be actively managed.Understanding patient funnels can enhance practice efficiency. We absolutely have to be paying attention to marketing.Understanding metrics is essential for business owners.Surprises in the orthodontic industry include growth rates and patient trends.Leveraging external companies can enhance practice efficiencyChapters 00:00 Introduction - Ryan Moynihan06:05 Key Data Points and Trends from 202411:51 Patient Management and Conversion Strategies for 202522:26 Marketing Metrics and Profitability27:38 Looking Ahead34:01 Leveraging Partnerships for Growth Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your guest host Jessi Megna.  Today's episode is all about the patient experience in orthodontic practices with Jill Allen. From understanding what patients truly want to building trust and even handling difficult conversations, Jill will be sharing her insights on how to create an authentic and engaging experience for every patient.  Let's dive in! Summary In this conversation, Jessi and Jill discuss the nuances of customer service in orthodontics, emphasizing the importance of authenticity, trust, and micro-interactions in creating a memorable patient experience. They explore how practices can build trust through consistent communication, the significance of team alignment, and the impact of humor in patient interactions. Jill shares insights on addressing negative experiences and the importance of being true to oneself in practice. The discussion highlights the need for a tailored approach to patient care and the value of small, thoughtful gestures in fostering loyalty. https://www.practiceresults.comhttps://www.instagram.com/jillallenandassociates/https://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassochttps://www.facebook.com/JillAllenandAssociates/ Takeaways Patients expect attentive service and the latest technology.Authenticity in patient experience is crucial for modern practices.Team alignment is essential for consistent patient interactions.Micro-interactions can significantly enhance the patient experience.Negative reviews often stem from accumulated micro-aggressions.Addressing issues with empathy can help resolve patient concerns.Practices should focus on their unique strengths and authenticity.Humor can enhance the patient experience when used authentically.There is an abundance of patients seeking unique experiences.Effective communication involves listening to understand, not just to respond.Chapters 00:00 Introduction and Pet Peeves02:04 Understanding Patient Expectations in Orthodontics05:44 Creating an Authentic Patient Experience10:27 Building Trust Through Consistent Communication17:11 The Importance of Team Alignment21:52 Micro-interactions: The Little Things Matter28:42 Addressing Negative Experiences and Reviews38:27 Infusing Humor and Authenticity in Practice45:24 Final Thoughts and Resources Connect With Our AdvertisersGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen.Today, we're discussing the vital role lead management plays in the success of orthodontic practices. We're joined by the founder of LeadSigma, Scott Hansen, to help us break it all down. From speeding up lead follow-up to leveraging AI and automation, we'll cover what practices can do to streamline the new patient process while keeping a personal touch. Get ready for some actionable insights on how to effectively convert leads into patients and stay ahead in this ever-evolving industry!Let's get started!SummaryIn this engaging conversation, Scott Hansen shares insights on lead management in orthodontics, emphasizing the importance of speed, frequency, and consistency in converting leads into patients. He discusses the evolution of Lead Sigma, the role of automation and AI in enhancing patient experiences, and offers practical advice for practices to improve their lead follow-up strategies. The conversation also touches on overcoming resistance to new technologies and the future of AI in the industry.https://leadsigma.com/https://www.instagram.com/leadsigma/https://twitter.com/LeadSigmahttps://www.facebook.com/leadsigma/https://www.linkedin.com/in/scott-hansen-4393a417/TakeawaysScott grew up in an orthodontic practice and managed it successfully.Lead Sigma was created to help practices manage leads effectively.Speed, frequency, and consistency are crucial for lead conversion.Practices should follow up with leads multiple times for better results.AI can enhance patient experiences without replacing human interaction.Automation can streamline the lead management process significantly.Practices need to prioritize lead follow-up to maximize ROI.Understanding the cost of lead generation is essential for practices.AI tools can help practices manage missed calls and appointments.Continuous improvement in lead management can drive practice growth.Chapters00:00 Introduction to Scott Hansen and Lead Sigma02:57 The Evolution of Lead Management in Orthodontics06:03 Importance of Speed, Frequency, and Consistency in Lead Conversion09:06 Strategies for Effective Lead Follow-Up12:02 The Role of Automation and AI in Patient Management15:12 Overcoming Resistance to New Technologies in Practices17:51 The Future of AI in Enhancing Patient Experience21:02 Advice for Practices to Stay Ahead of the Curve24:07 Speed Round with Scott HansenConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Hey Docs! Episode Finals  Insuring Success: Essential Coverage for Orthodontic Practice Owners Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by Nick Cepparulo from CFS Dental Division and in this episode  we are covering all things insurance. From what you need to protect your practice when you are just getting started to common pitfalls practices face when coverage is lacking there is a lot to discuss. Let's get into it! Summary Nick Cepparulo, Vice President of CFS Dental Division, discusses the importance of insurance for dentists and orthodontists, particularly those starting or acquiring a practice. He explains the key policies needed during the startup phase, such as general liability and builder's risk, and the policies required for a functioning practice, including business owner policy and workers' compensation. Nick also emphasizes the significance of personal insurance policies like malpractice insurance, disability insurance, and life insurance. He highlights the need for adequate coverage to protect against potential lawsuits, injuries, and unexpected events. In this conversation, Jill and Nick discuss the importance of insurance for dental and orthodontic practice owners. They cover various types of insurance policies, including disability insurance, malpractice insurance, and cyber insurance. They emphasize the need for regular evaluation and updates to insurance coverage as the practice grows and changes. Nick provides valuable insights and advice for dentists and orthodontists starting their careers and stresses the importance of protecting oneself and one's practice with the right insurance policies. https://cfsdentaldivision.com/https://www.instagram.com/cfsdentaldivision/ Takeaways Insurance is crucial for dentists and orthodontists, especially during the startup or acquisition phase.Key policies for startups include general liability and builder's risk, while functioning practices require a business owner policy and workers' compensation.Personal insurance policies like malpractice insurance, disability insurance, and life insurance are essential for protecting against lawsuits, injuries, and unexpected events.It is important to have adequate coverage and consider factors like reputation, claims payouts, and financial stability when choosing insurance carriers. Regularly evaluate and update insurance coverage as your practice grows and changes.Disability insurance is crucial for protecting your income in case of injury or illness.Malpractice insurance is essential for dental and orthodontic  practice owners to protect against professional liability.Cyber insurance is becoming increasingly important in today's digital age.Work with an insurance professional to ensure you have the right coverage and are paying the best rates.Insurance policies should be reevaluated annually or every two years to ensure adequate coverage.Consider getting multiple opinions and doing research before purchasing insurance policies.AI is a trend in the insurance industry that is expected to have a significant impact.Work hard, do your research, and find what you love to do to be successful in your career.Chapters 00:00 Introduction and Overview02:34 The Unsexy Side of Being a Business Owner09:46 Key Policies for Startups and Acquisitions17:14 Understanding Additional Insureds and Policy Duration19:52 Protecting Yourself with Personal Insurance25:07 Importance of Adequate Coverage27:42 Protecting Your Income with Disability Insurance30:54 The Growing Importance of Cyber Insurance33:16 The Need for Regular Reevaluation of Insurance Policies35:45 The Impact of AI on the Insurance Industry46:23 Advice for Dentists/Orthodontists Starting Their Careers Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. On today's episode, where we're diving deep into a topic that lies at the heart of success—self-trust. I'm excited to be joined once again by Dr. Tarryn MacCarthy, who has been doing incredible work with The Business of Happiness, exploring how mindset shapes our impact. Last time, we tackled the challenges of self-doubt, but today, we're flipping the script to explore the power of self-trust, its role in long-term success, and practical ways to cultivate it in both our personal and professional lives.Let's get into it! SummaryIn this conversation, Dr. MacCarthy and Jill discuss the importance of self-trust and how it differs from self-confidence. They explore the impact of a lack of self-trust on exhaustion, people-pleasing, and the need for numbing. Dr. MacCarthy emphasizes the need to make it safe to feel and create time and space for oneself. They also discuss the role of listening to one's body and emotions, and the importance of giving oneself permission to feel and process emotions. Building self-trust allows individuals to handle anything and make choices that align with their true desires. In this conversation, Dr. MacCarthy and Jill discuss the importance of self-trust in leadership and personal growth. They explore the challenges of self-trust and provide strategies for building it. Dr. MacCarthy emphasizes the need to acknowledge and validate one's feelings, as well as the importance of giving oneself permission to feel and process emotions. They also discuss the impact of self-trust on relationships with team members and patients, highlighting the value of trust in delegation and patient autonomy. The conversation concludes with a speed round of questions.https://thebizofhappiness.com/https://www.instagram.com/thebizofhappiness/https://www.facebook.com/thebusinessofhappinesshttps://www.linkedin.com/in/dr-tarryn-maccarthy-2b401b123/https://podcasts.apple.com/us/podcast/the-business-of-happiness/id1537122859TakeawaysSelf-trust is different from self-confidence and involves trusting one's feelings and worthiness.A lack of self-trust can lead to exhaustion, people-pleasing, and the need for numbing.Creating a safe space and time to feel and process emotions is crucial for building self-trust.Listening to one's body and emotions and giving oneself permission to feel is essential.Building self-trust allows individuals to handle anything and make choices aligned with their true desires. Self-trust is essential for effective leadership and personal growth.Acknowledging and validating one's feelings is crucial for building self-trust.Giving oneself permission to feel and process emotions fosters self-trust.Trust in team members and patients is a natural extension of self-trust.Delegation and patient autonomy are facilitated by self-trust.Meditation is a valuable tool for building self-trust and achieving success.Chapters00:00 Introduction and Recent Projects02:00 Switching Gears: From Self-Doubt to Self-Trust05:57 The Impact of a Lack of Self-Trust09:01 Creating a Safe Space: Making It Safe to Feel13:03 Listening to Your Body and Emotions15:54 Giving Yourself Permission: Feeling and Processing Emotions18:51 Building Self-Trust: Handling Anything and Making Aligned Choices25:51 Introduction30:29 Replacing 'Should' with 'Choose'41:43 Mistakes and Growth47:01 The Impact of Meditation on Self-TrustConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. In this episode, we're exploring the power of activating core values within an orthodontic practice and how these values can guide everything from goal-setting to hiring and marketing decisions with our very own Director of Operations Rachel from Jill Allen & Associates. She will walk us through the practical steps of making core values a central part of daily operations and ensuring they drive success. If you're looking to strengthen your practice's foundation and align your team with your mission, this conversation is packed with valuable insights. Let's get started!SummaryIn this conversation, Jill and Rachel discuss the importance of core values in a business and how they can shape decision-making and team dynamics. Rachel shares her personal experience of working with Jill and how Jill's core values influenced her own. They emphasize the need for core values to be active and integrated into daily actions rather than just words on paper. They also discuss the process of defining core values and how they can evolve over time. The conversation highlights the impact of core values on team cohesion and decision-making. The conversation explores the importance of core values in a orthodontic practice and how they can shape the culture and success of the team. It emphasizes the need for alignment between personal and business core values and provides practical advice on creating and utilizing core values in hiring and employee retention. The conversation also touches on the red car theory and the reticular activation system, highlighting how focusing on core values can influence decision-making and attract the right team members and patients.www.practiceresults.comhttps://instagram.com/jillallenandassociateshttps://www.facebook.com/JillAllenandAssociates/https://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassocQuestions for Rachel? Email below:info@practiceresults.comTakeawaysCore values should be active and integrated into daily actions, rather than just words on paper.Defining core values takes time and can evolve as the business grows and the individual's perspective changes.Core values play a crucial role in decision-making and can provide clarity and confidence in challenging situations.Sharing and aligning core values with team members fosters cohesion and consistent responses to various situations. Core values are essential in shaping the culture and success of an orthodontic practice.Alignment between personal and business core values is crucial for a cohesive team.Utilizing core values in hiring and employee retention can lead to a more harmonious and productive team.The red car theory and reticular activation system demonstrate the power of focusing on core values in attracting the right team members and patients.Chapters00:00 Introduction and Background06:21 The Importance of Core Values in Business15:12 Defining and Refining Core Values25:38 The Role of Core Values in Decision-Making28:58 Building Team Cohesion through Core Values30:01 The Importance of Core Values in an orthodontic Practice35:24 The Red Car Theory and the Reticular Activation System38:22 Aligning Personal and Business Core Values39:47 Utilizing Core Values in Hiring and Employee RetentionConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we're joined by Bonnie Brindle, an expert in anxiety management. And on this episode, I am excited for her and I to discuss how dental and orthodontic professionals can better support patients with dental anxiety. Bonnie will share her personal experiences, common anxiety triggers, and practical tools that can help improve patient comfort and care. There is a lot to learn. Let's get started! SummaryIn this conversation, Jill and Bonnie discuss dental anxiety and how it affects patients and dental/orthodontic practices. Bonnie shares her personal experience with dental anxiety and how it led her to focus on helping others with anxiety. They discuss the importance of understanding and addressing dental/orthodontic anxiety in the dental/orthodontic industry. They also provide tips for orthodontic practices on how to create a safe and welcoming environment for anxious patients, including asking about triggers and preferences, validating the patient's experience, and offering relaxation techniques. In this conversation, Bonnie Brindle discusses strategies for managing dental/orthodontic anxiety. She emphasizes the importance of understanding and validating patients' fears and anxieties, as well as creating a comfortable and supportive environment in the dental/orthodontic office. Bonnie suggests various tools and techniques that can help patients cope with anxiety, such as weighted blankets, CBD products, and wildlife imagery. She also highlights the significance of self-care for dental/orthodontic professionals and the need to address their own stress and anxiety. Overall, the conversation provides valuable insights into improving the experience for anxious patients.https://www.bonniebrindle.com/https://www.facebook.com/bonnie.brindle.94/https://www.linkedin.com/in/bonnie-brindle-the-anxiety-avenger%E2%84%A2-785ab611/TakeawaysDental anxiety is a common issue that affects many patients and can have a negative impact on their dental care.It is important for dental practices to be aware of dental anxiety and create a safe and welcoming environment for anxious patients.Practices can ask patients about their triggers and preferences to help minimize anxiety during dental visits.Validating the patient's experience and offering relaxation techniques can help reduce anxiety and improve patient care.Front desk team members play a crucial role in creating a welcoming and supportive environment for anxious patients. Understanding and validating patients' fears and anxieties is crucial in managing dental anxiety.Creating a comfortable and supportive environment in the dental office can help alleviate patient anxiety.Tools and techniques such as weighted blankets, CBD products, and wildlife imagery can assist patients in coping with dental anxiety.Dental and orthodontic professionals should prioritize self-care and address their own stress and anxiety to provide better care for anxious patients.Chapters00:00 Introduction and Background09:05 Understanding Dental Anxiety14:15 Triggers and Preferences20:35 Creating a Safe and Welcoming Environment26:49 Tips for Front Desk Team Members29:18 Reducing Anxiety and Improving Patient Care02:48 Understanding and Validating Patient Anxiety10:00 Creating a Supportive Environment in the Dental Office20:02 Tools and Techniques for Coping with Dental Anxiety29:58 The Importance of Self-Care for Dental Professionals40:12 Addressing Triggers and Shame49:58 Resilience and Empathy in the Dental Workplace55:00 ConclusionConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am so excited to have a couple of my past clients by Drs. Steven Oliver and James Donaghey are on the show to discuss their recent practice acquisition. With James transitioning toward retirement and Steven stepping into ownership, they will share their insights on the challenges, surprises, and key strategies for making a smooth practice transition.Let's get into it! SummaryIn this episode of Hey Docs!, James and Steven discuss the process of transitioning an orthodontic practice. James shares his decision to transition out of his practice and the factors that prompted him to do so, including age, changes in referral patterns, and a desire to have more control over his time. He also discusses the challenges of keeping the transition confidential and preparing the practice for sale. Steven then shares his decision to join James's practice and the factors he considered, such as the market, values, and treatment philosophy. They also discuss the decision to sell privately rather than to a DSO or OSO. Throughout the conversation, they emphasize the importance of aligning values and taking the time to build a relationship before making a decision. In this conversation, Dr. James Donaghey and Dr. Steven Oliver discuss the process of buying and selling an orthodontic practice. They share their experiences and offer valuable advice for orthodontists who are considering a practice transition. The conversation covers topics such as practice valuation, associate agreements, staff management, and handling work-related stress. Dr. Donaghey and Dr. Oliver emphasize the importance of open communication, compromise, and complete disclosure throughout the transition process. They also highlight the value of having a supportive team and mentors to navigate the challenges of practice ownership.https://orthomobile.com/https://www.instagram.com/oyster_ortho/https://www.facebook.com/oysterorthoQuestions for Drs. Steven Oliver and James Donaghey? Contact them at jbd@orthomobile.com or saoliver@oysterortho.com TakeawaysTransitioning an orthodontic practice involves careful consideration of factors such as age, referral patterns, and desired level of control over time.Confidentiality is crucial during the transition process to avoid negative impacts on referrals and public perception.Preparing a practice for sale involves updating systems, improving efficiency, and ensuring a clean and organized practice valuation.The decision to sell privately or to a DSO/OSO depends on individual preferences, financial goals, and the ability to maintain certain patient relationships.Building a relationship and aligning values between the senior and junior orthdontists is essential for a successful transition.Taking the time to shadow and observe the practice before making a decision can provide valuable insights and help determine if it is the right fit. Have a practice valuation to establish a firm basis for conversation and negotiation.Be open to suggestions and compromise during the transition process.Maintain complete disclosure to build trust and integrity in the deal.Find someone who aligns with your values and practice philosophy.Take the time to observe and evaluate systems and processes before making changes.Create a division between work and home to manage work-related stress.Invest early in retirement and be diligent with it.Focus on service and be a servant to your patients, staff, and community.Build a tribe of mentors and be curious, ask good questions, and be open to feedback.Chapters00:00 Introduction and Background05:08 James's Decision to Transition11:57 Confidentiality and Preparation22:47 Private Sale vs. DSO/OSO28:05 Steven's Decision to Join the Practice33:48 Aligning Values and Building a Relationship41:32 Building a Strong Team and Managing Staff46:12 Handling Work-Related Stress and Maintaining Work-Life Balance50:41 The Importance of Open Communication and Compromise54:11 Observing and Evaluating Systems and Processes58:01 Investing in Retirement and Focusing on Service01:01:33 Building a Tribe of Mentors and Being CuriousConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today we are diving into the world of social media and its role in promoting your orthodontic practice with our very own social media expert Jordann from Jill Allen & Associates. She will share insights on building a digital presence, tips for creating effective social media strategies, and how to measure success on these platforms. Whether you're a social media novice or looking to refine your strategy, this conversation is packed with practical advice to help your practice thrive online. Let's get into it!SummaryIn this conversation, Jill and Jordann discuss the critical role of social media in modern business practices, particularly for orthodontists. They explore the necessity of social media, how to get started, defining goals, choosing the right platforms, building a strategy, community engagement, tracking ROI, understanding algorithms, and avoiding common pitfalls. The discussion emphasizes the importance of authenticity, consistency, and adapting to the ever-changing digital landscape.https://www.practiceresults.com/https://www.facebook.com/JillAllenandAssociates/https://instagram.com/jillallenandassociateshttps://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassocTakeawaysSocial media is essential for business growth.Understanding your audience is key to effective marketing.Authenticity in social media builds trust with patients.Choosing the right platform is crucial for engagement.Consistency in posting helps with algorithm favorability.Community engagement can drive referrals and trust.Tracking metrics is important for measuring success.Hiring the right social media manager is vital.Avoid common pitfalls by knowing your brand identity.Continuous learning is necessary for career advancement.Chapters00:00 Introduction to Social Media in Practice02:46 The Necessity of Social Media for Businesses06:06 Getting Started with Social Media09:01 Defining Goals and Authenticity in Social Media11:58 Choosing the Right Platforms for Your Practice15:00 Building a Social Media Strategy17:58 The Importance of Community Engagement21:06 Tracking Return on Investment in Social Media23:55 Understanding the Algorithm and Consistency27:03 Common Pitfalls in Social Media Strategy30:01 Final Thoughts and AdviceConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today I am catching up with my friend Felipe Lopez from Joe Architect, an expert in the evolving field of architectural design. While many of you might remember our previous conversation, it's time for a refresh as we dive into the latest changes and trends shaping office spaces today. We'll explore how technology is revolutionizing design, the new challenges in building and designing spaces, and what you need to know if you're considering working with a firm like Joe Architect.Let's get get started! SummaryIn this conversation, Jill and Felipe discuss changes in orthodontic office design and architecture. They talk about the impact of COVID-19 on orthodontic build-outs and the importance of incorporating social media spaces in office layouts. They also discuss design trends such as the use of arches, textured wall coverings, and decorative hardware. Felipe highlights the importance of considering technology in office design, including the need for flexible spaces for 3D printers and the integration of technology in waiting rooms. They also address obstacles in the design process, such as the need to consider floor structures in high-rise buildings and the challenges of financing and budgeting for construction costs. In this conversation, Jill and Felipe discuss the importance of early involvement of architects in orthodontic office projects. They talk about the benefits of getting preliminary pricing and design concepts before signing a lease or starting construction. They also discuss the challenges of finding contractors and managing expectations throughout the design and construction process. Felipe emphasizes the importance of clear communication, building relationships, and being intentional in the design and construction of orthodontic offices.https://joearchitect.com/http://www.linkedin.com/company/joearchitecthttps://www.facebook.com/pages/JoeArchitect/106479840195https://plus.google.com/103944525043720943838/posts?hl=enhttp://www.pinterest.com/joearchdesign/TakeawaysCOVID-19 has impacted orthodontic office design, with a focus on incorporating social media spaces in layouts.Design trends include the use of arches, textured wall coverings, and decorative hardware.Technology plays a significant role in office design, with considerations for 3D printers, X-ray units, and media displays.Obstacles in the design process include the need to consider floor structures in high-rise buildings and challenges with financing and budgeting for construction costs. Early involvement of architects in orthodontic office projects can help with preliminary pricing and design concepts.Finding reputable contractors and managing expectations is crucial in the design and construction process.Clear communication and building relationships with architects, contractors, and other professionals is important for successful orthodontic office projects.Being intentional in the design and construction of orthodontic offices can help create a space that aligns with the dentist's vision and brand.Chapters00:00 Introduction and Background03:30 Changes in orthodontic Office Layouts and Architecture08:21 Design Trends in orthodontic Office Design20:00 Integrating Technology in orthodontic Office Design27:19 Obstacles in the Design Process37:35 Early involvement of architects in orthodontic office projects41:28 Challenges in finding contractors and managing expectations44:45 Design approval for unbuilt spaces48:37 Being clear about intentions and budget53:04 Managing expectations and avoiding unrealistic design goals56:01 The importance of clear communication and building relationshipsConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I can't wait to take deep dive into a topic that resonates with many of us—self-doubt and its impact on our potential with returning guest Dr. Tarryn MacCarthy from The Business of Happiness. She will share insights into how self-doubt is fostered by societal and educational structures and how it holds us back from achieving our full potential. We'll also explore practical strategies for overcoming self-doubt and how doing so can unlock greater success in both our personal and professional lives.Let's dive in! SummaryTarryn MacCarthy shares her journey of finding happiness and success as an orthodontist and how self-doubt can lead to burnout. She discusses the societal and educational factors that contribute to self-doubt and the importance of self-belief. Tarryn emphasizes the need for self-forgiveness, self-compassion, and setting boundaries to overcome self-doubt. She also highlights the impact of external validation and the importance of recognizing situational factors in evaluating feedback. Tarryn encourages listeners to foster resilience and embrace personal growth. In this conversation, Tarryn MacCarthy and Jill discuss the importance of self-belief and overcoming self-doubt. They explore the concept of the inner critic, or 'Bitchy Becky,' and how to separate ourselves from negative thoughts. They emphasize the power of change and stepping outside of our comfort zones to foster growth. Tarryn shares practical exercises for building self-belief, such as celebrating ourselves and reflecting on past challenges. They also discuss the importance of investing in oneself and taking time for self-care.https://thebizofhappiness.com/https://www.instagram.com/thebizofhappiness/https://www.facebook.com/thebusinessofhappinesshttps://www.linkedin.com/in/dr-tarryn-maccarthy-2b401b123/https://podcasts.apple.com/us/podcast/the-business-of-happiness/id1537122859TakeawaysSelf-doubt can lead to burnout and hinder personal and professional growth.Societal and educational factors contribute to self-doubt, but it can be unlearned.Self-belief is crucial for happiness and success.Recognize the situational factors and set boundaries to overcome self-doubt.Practice self-forgiveness and self-compassion to foster resilience and personal growth. Separate yourself from negative thoughts and recognize that they are often echoes from other people or past experiences.Stepping outside of your comfort zone is necessary for growth and change.Investing in yourself and building self-belief is crucial for success.Take time for self-care and celebrate your achievements.Chapters00:00 Introduction and Background03:00 The Journey of Finding Happiness and Success06:23 Unlearning Self-Doubt: Societal and Educational Factors09:49 The Power of Self-Belief14:10 Recognizing Situational Factors and Setting Boundaries17:33 Self-Forgiveness and Self-Compassion24:05 Separating Yourself from the Inner Critic26:43 The Power of Change: Stepping Outside of Your Comfort Zone29:28 Investing in Yourself: Building Self-Belief for Success35:37 Self-Care and Celebration: Taking Time for YourselfConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your guest host Jessi Megna.  Today, Jill and I will be diving into some game-changing concepts and her favorite ideas from the book Who Not How. This episode is all about looking for ways to improve your practice through delegation and goal setting. We'll explore why the idea of 'Superman Syndrome' might not be all it's cracked up to be and how shifting your focus from doing everything yourself to finding the right 'who's' can transform your practice.  Let's get started! Summary In this episode, Jessi and Jill discuss the importance of delegation and the concept of 'Who Not How' in business. Jill shares her passion for outdoor activities and how it reflects her adventurous spirit. They delve into the challenges of Superman syndrome, where business owners feel the need to do everything themselves, and how this can hinder growth. The conversation emphasizes the significance of surrounding oneself with the right people and leveraging networks for success. Jill provides practical examples of how to shift from a self-centered approach to a more collaborative one, ultimately leading to greater freedom and success in both personal and professional life. https://www.instagram.com/jillallenandassociates/https://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassochttps://www.facebook.com/JillAllenandAssociates/ Takeaways Surround yourself with the right people to grow.Recognize and address your Superman syndrome.Start small by delegating one task at a time.Identify what you truly want from your business.Trust but verify your team members' capabilities.The multiplier effect can enhance your network.Investing in yourself is crucial for growth.Don't be afraid to start, even if it's messy.Evaluate what tasks are bottlenecking your success.Always seek out those who can do it better than you.Chapters 00:00 Introduction and Passion Pursuits02:46 Exploring 'Who Not How' and Its Impact07:14 Superman Syndrome: The Limiting Factor12:29 Shifting from 'I' to 'Who' in Business18:58 The Multiplier Effect: Leveraging Your Network23:43 Delegation: The Key to Freedom31:25 Top Takeaways and Final Thoughts Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co) Learn More - www.180ministries.net Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jessi Megna Produced by Jordann KillionAudio Engineering by Garrett Lucero 

Welcome to the Hey Docs! Podcast with your host Jill Allen. In this special episode, I will be exploring the journey of launching a successful orthodontic practice with one of my very own start-ups Dr. Adam Reynolds of OrthoDesignCo. Adam will share the inspiring process of creating and staying true to a practice vision, even in the face of challenges, and how fully embracing digital solutions from day one has shaped their practice. We'll also dive into the strategic decision to outsource key functions, allowing the practice to operate with the efficiency of a DSO while maintaining independence, along with top advice for anyone looking to start their own practice. Let's get into it! Summary Dr. Adam Reynolds shares his journey of starting his own orthodontic practice and offers advice for doctors considering a startup or acquisition. He emphasizes the importance of having a clear vision and sticking to it, as well as finding mentors who can guide and support you. Dr. Reynolds also discusses the benefits of implementing digital technology in the practice, such as custom braces and remote monitoring. He highlights the impact these technologies have on patient experience, convenience, and communication. Overall, Dr. Reynolds' story showcases the possibility of starting a successful digital practice from the beginning. In this conversation, Adam Reynolds shares his experience with outsourcing and using third-party companies to streamline his orthodontic practice. He discusses the benefits of using orthodontic software systems and details how outsourcing certain tasks, such as phone answering services and virtual assistants, has allowed his team to focus on patient care. Adam emphasizes the importance of creating systems and regularly refining them through team meetings. He also highlights the value of open communication and a positive team culture in managing a successful practice. https://orthodesignco.com/https://www.instagram.com/OrthodonticDesignCo https://www.facebook.com/p/Orthodontic-Design-Co-100074576224017 https://www.youtube.com/channel/UCxitKOFl72o25CQANCjLeGg/videos Takeaways Having a clear vision and sticking to it is crucial when starting a practice.Finding mentors who can guide and support you is invaluable.Implementing digital technology, such as custom braces and remote monitoring, can greatly enhance patient experience, convenience, and communication.Starting a digital practice from the beginning is possible and can lead to a successful and efficient practice. Outsourcing certain tasks can streamline operations and free up time for the team to focus on patient care.Using orthodontic software systems can simplify ordering and streamline office processes.Regular team meetings and open communication are essential for creating and refining systems.Building a positive team culture and encouraging team members to take ownership of systems can lead to a more successful practice.Chapters 00:00 Introduction and Background03:03 The Importance of Having a Clear Vision08:02 The Value of Mentors in the Startup Journey14:03 The Benefits of Implementing Digital Technology20:09 Starting a Successful Digital Practice from the Beginning27:19 Streamlining Operations Through Outsourcing and Software Systems29:22 Creating and Refining Systems Through Regular Team Meetings36:28 The Value of Open Communication and Positive Team Culture Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.net Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen.Today, we're diving into the ever-changing world of online marketing and AI in the ortho industry, and we're excited to have a special guest from Kaleidoscope with us. From the latest on Invisalign's impact on digital marketing to navigating Google AI issues, we'll explore how practices can stay compliant and avoid common pitfalls. Get ready for a fascinating conversation filled with actionable advice to protect and enhance your practice's online presence!Let's dive in!SummaryIn this conversation, Jill and Mary Kay Miller discuss the current challenges and changes in the orthodontic industry, particularly focusing on the implications of Invisalign's legal issues and the evolving landscape of digital marketing and Google AI. They explore the importance of adhering to trademark laws, the impact of recent lawsuits on orthodontic practices, and the necessity for businesses to adapt to new verification processes introduced by Google. The discussion emphasizes the need for orthodontists to stay informed and proactive in managing their online presence and marketing strategies.https://thekaleidoscope.com/https://www.facebook.com/KaleidoscopeDigitalMarketinghttps://www.instagram.com/kaleidoscopedigitalmarketing/https://www.linkedin.com/company/kaleidoscope-digital-marketinghttps://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzwTakeawaysMary Kay Miller is a leading digital marketing consultant in the orthodontic industry.Invisalign's recent legal issues have significant implications for orthodontic practices.Practices must be aware of trademark laws when using the term 'Invisalign'.Google's AI is increasingly involved in business verification processes.Orthodontists need to regularly check their Google Business Profile for updates.Practices must provide accurate documentation to Google to avoid losing their online presence.The importance of SEO and proper online marketing strategies cannot be overstated.Practices should be transparent about the products they offer to avoid legal issues.AI can impact how businesses are ranked and verified online.Staying informed about industry changes is crucial for success.Chapters00:00 Introduction to Mary Kay Miller and Kaleidoscope01:55 The Impact of Invisalign's Legal Issues on Orthodontic Practices10:15 Understanding Trademark Infringement Risks for Invisalign Providers15:45 Steps to Ensure Website Compliance and Managing Multiple Aligner Products21:50 Navigating Google AI and Business Verification Challenges27:10 Real-World Examples of Google Business Profile Verification Issues36:30 Preparing for Future Digital Marketing and AI Changes42:40 Speed Round: Fun Questions and Final Advice for Orthodontic PracticesConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.netAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today I am joined by special guest Brian Wright from New Patient Group. In this episode we are talking tech, and how it can impact your growth. From changing your mindset, to being mindful of the technology and systems you are bringing into your practice we are covering it all. Let's get into it! Summary Brian Wright shares his background as a serial entrepreneur and how his experience in professional baseball shaped his career. He emphasizes the importance of having a growth mindset and investing in solutions to fix common problems in the orthodontics industry. He discusses the concept of customer service and how it should be defined as getting what you want from your customers and exceeding their expectations. Brian also highlights the significance of training team members in sales, leadership, and hospitality skills to create a unique and exceptional patient experience. In this conversation, Brian Wright discusses common complaints in the dental industry and highlights the importance of investing in high-quality services and partnerships. He emphasizes the need for orthodontists to shift their mindset from viewing certain expenses as costs to recognizing them as investments that can drive growth and success. Wright also emphasizes the significance of culture and leadership in creating a thriving practice. For new orthodontists, he advises being proactive, implementing systems and outsourcing from the beginning, and focusing on creating exceptional patient experiences. https://newpatientgroup.com/https://www.facebook.com/NewPatientGroup1/https://twitter.com/NewPatientGrouphttps://www.instagram.com/newpatientgroup/ https://www.linkedin.com/company/newpatientgroup/ https://www.youtube.com/c/NewPatientGroupHouston Takeaways Having a growth mindset and investing in solutions is crucial for success in the orthodontics industry.Customer service should be defined as getting what you want from your customers and exceeding their expectations.Training team members in sales, leadership, and hospitality skills is essential for creating a unique and exceptional patient experience.Reducing no-shows and improving conversion rates can significantly impact practice growth.Digital marketing and technology can be utilized to enhance the patient experience and improve practice efficiency. Investing in high-quality services and partnerships is crucial for the success of dental practices.Orthodontists should shift their mindset from viewing certain expenses as costs to recognizing them as investments that can drive growth.Culture and leadership play a significant role in creating a thriving dental practice.New orthodontists should be proactive, implement systems and outsourcing from the beginning, and focus on creating exceptional patient experiences.Chapters 00:00 Introduction and Background07:19 The Power of a Growth Mindset15:23 Redefining Customer Service in Orthodontics19:22 Investing in Team Training for Success21:53 Reducing No-Shows and Improving Conversion Rates25:27 Leveraging Digital Marketing and Technology for Practice Growth29:39 Common Complaints in the Dental Industry36:41 The Importance of Being Proactive43:46 Implementing Systems and Outsourcing from the Beginning50:44 The Significance of Culture and Leadership53:39 Advice for New Orthodontists Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.net Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Streamlining Success: Revolutionizing Patient Experience and Practice EfficiencyWelcome to the Hey Docs! Podcast with your host Jill Allen. In this  episode, we are diving into the world of practice management software with WaveOrtho, a company that's pushing the boundaries of technology in the orthodontic space. Paula, our guest today, will share what sets Wave apart from the competition and how they're keeping tech at the forefront of their software offerings. We'll also explore how Wave's flexible, CRM approach can help practices customize their experience and avoid common pitfalls when implementing new systemsLet's get into it! SummaryPaula, from WaveOrtho, discusses her background in the orthodontic industry and the evolution of the company. She emphasizes the importance of improving the patient experience, saving time for the doctor and team, and adding value to the practice. Paula highlights the flexibility of WaveOrtho's software, which can be run via cloud or server and is compatible with both Windows and Mac computers. She also discusses the company's focus on integrating technology and staying ahead of industry trends. WaveOrtho offers different packages to meet the needs of different practices, including features like two-way texting, blast email and texting, leads retrieval, and online scheduling. WaveOrtho offers a comprehensive practice management system that includes features such as online scheduling, two-way texting, automated reminders, and treatment card automation. The system is designed to improve the patient experience and streamline administrative tasks. WaveOrtho offers different packages to cater to the specific needs of orthodontic practices, allowing them to choose the features that are most important to them. The company emphasizes the importance of involving the team in the decision-making process and preparing for a smooth transition when switching to a new software system.https://www.instagram.com/waveortho/https://www.waveortho.com/https://www.linkedin.com/company/waveortho/https://www.facebook.com/waveorthoTakeawaysImproving the patient experience is a top priority for WaveOrtho.WaveOrtho's software is flexible and can be run via cloud or server, and is compatible with both Windows and Mac computers.The company focuses on integrating technology and staying ahead of industry trends.WaveOrtho offers different packages to meet the needs of different practices, with features like two-way texting, blast email and texting, leads retrieval, and online scheduling. WaveOrtho offers a comprehensive practice management system with features designed to improve the patient experience and streamline administrative tasks.The system includes online scheduling, two-way texting, automated reminders, and treatment card automation.WaveOrtho offers different packages to cater to the specific needs of orthodontic practices.Involving the team in the decision-making process and preparing for a smooth transition are important when switching to a new software system.Chapters00:00 Introduction and Background03:01 Improving the Patient Experience07:05 Flexibility and Compatibility09:24 Integrating Technology and Staying Ahead of Trends13:01 Customizable Packages for Different Practice Needs28:15 Streamlining Appointment Management30:04 Lightning Fast Clinical Appointments33:44 Tasking Team Members for Follow-Up36:53 All-In-One Solution41:48 Pitfalls and Advice for Software TransitionConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.netAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host, Jill Allen. In today's episode, we're diving deep into the world of storytelling and branding with our very own Marketing Director Jessi from Jill Allen & Associates. She will shed light on how storytelling in branding has evolved, what makes a brand instantly recognizable, and why strong branding is vital for orthodontic practices. If you're looking to refine your brand and create a lasting impression, this conversation is one you won't want to miss. Let's dive in!SummaryIn this conversation, Jill and Jessi discuss the importance of branding and storytelling in building a successful practice. They emphasize the need for authenticity and cohesion in branding, ensuring that the brand reflects the values and vision of the practice. They also highlight the power of storytelling in marketing, but caution against manipulative tactics. Brand recognition is another key topic, with a focus on using consistent visual elements and providing a consistent experience to create recognition. Overall, the conversation emphasizes the importance of intentional and authentic branding in building a successful practice. In this conversation, Jessi Megna and Jill discuss the importance of branding and marketing in orthodontic practices. They emphasize the need for a strong and cohesive brand that creates a lasting impression on patients. They highlight the role of storytelling, visuals, and consistency in branding. They also provide practical tips for refining a brand, such as creating a mood board, using the 60-30-10 rule for graphics, and paying attention to balance, symmetry, and contrast. They encourage orthodontists to learn more about marketing and branding through social media, books, and resources like JA&A. The conversation concludes with a speed round of questions.https://www.practiceresults.com/https://www.facebook.com/JillAllenandAssociateshttps://www.instagram.com/jillallenandassociates/https://www.linkedin.com/in/jilljallen/TakeawaysAuthenticity and cohesion are crucial in branding to ensure that the brand reflects the values and vision of the practice.Storytelling in marketing can be powerful, but it should be done thoughtfully and without manipulation.Consistent visual elements and a consistent experience are key to creating brand recognition.Surrounding yourself with smart people and being willing to voice your opinion are important in the branding process.Brand recognition takes time and intentional effort. A strong and cohesive brand is essential for orthodontic practices to create a lasting impression on patients.Storytelling and visuals play a crucial role in branding, and consistency across platforms is key.Practical tips for refining a brand include creating a mood board, using the 60-30-10 rule for graphics, and paying attention to balance, symmetry, and contrast.Orthodontists can learn more about marketing and branding through social media, books, and resources like JA&AChapters00:00 Introduction and Background03:02 The Importance of Authenticity and Cohesion in Branding08:11 The Power and Pitfalls of Storytelling in Marketing13:52 Creating Brand Recognition through Consistency18:03 Surrounding Yourself with Smart People in the Branding Process25:01 The Time and Effort Required for Brand Recognition33:28 The Importance of Branding and Marketing36:32 Practical Tips for Refining Your Brand38:19 Learning and Resources for Marketing and BrandingConnect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by special guest Dr. Leon Klempner from People + Practice. In this episode, we are diving into the world of marketing in the ever-changing landscape of orthodontics. There is a lot to cover. Let's get into it! Summary Leon, a retired orthodontist and co-founder of People + Practice, discusses marketing strategies for orthodontic practices. He emphasizes the importance of messaging and differentiation in marketing efforts. Leon explains the concept of a marketing funnel and the various tactics that can be used at each stage, from creating awareness to capturing leads. He also highlights the need for a user-friendly website and the use of digital tools to enhance the patient experience. Leon emphasizes the importance of tracking the effectiveness of marketing dollars and taking a holistic approach to marketing. People + Practice takes a holistic approach to orthodontic marketing, focusing on messaging, branding, and a comprehensive online presence. They have a data-driven approach and aim to provide a 6-10x return on investment for their clients. Their team is experienced in orthodontics and can provide expertise in limited treatment protocols and new technologies. They offer a Startup Plus program specifically designed for new practices, helping them develop clear messaging, logos, websites, and social media presence. People + Practice stands out by their ortho-focused approach, holistic strategy, and commitment to delivering results. https://www.pplpractice.com/https://www.facebook.com/pplpracticehttps://www.instagram.com/pplpractice/https://www.linkedin.com/company/people-&-practice/ Takeaways Messaging is the key to effective marketing in orthodontics.It is important to identify a differentiator that sets your practice apart from the competition.A holistic approach to marketing is essential, covering various tactics such as awareness ads, traffic ads, and SEO.A user-friendly website and digital tools are crucial for enhancing the patient experience and increasing conversion rates.Tracking the effectiveness of marketing dollars is important, and a focus on generating educated and ready-to-start leads is key.Differentiation and messaging should be the foundation of marketing efforts, with other tactics supporting and reinforcing the core message.People in Practice takes a holistic approach to orthodontic marketing, focusing on messaging, branding, and a comprehensive online presence.They aim to provide a 6-10x return on investment for their clients.Their team is experienced in orthodontics and can provide expertise in limited treatment protocols and new technologies.They offer a Startup Plus program specifically designed for new practices, helping them develop clear messaging, logos, websites, and social media presence.People in Practice stands out by their ortho-focused approach, holistic strategy, and commitment to delivering results.Chapters 00:00 Introduction and Background03:24 The Importance of Messaging and Differentiation07:49 Enhancing the Patient Experience with Digital Tools12:40 The Role of Differentiation and Messaging20:53 Maximizing ROI with People + Practice23:44 Startup Success with the Startup Plus Program29:35 No Leaky Buckets: Covering All Marketing Bases32:39 Adaptability and Open-Mindedness for Success34:37 The Future of Orthodontics: AI and Data-Driven Decision Making37:17 Investing in Smart People 40:03 Work-Life Balance and Stress Management Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero 

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am so excited to have Jeremy Salaz from Neon Canvas on the pod. In this episode, we are talking about marketing and why it is so important to take a holistic approach to your brand. From creating your brand identity to marketing with a cohesive brand story, we are covering it all. Let's get into it! Summary In this conversation, Jill interviews Jeremy, the Director of Sales for Neon Canvas, about marketing strategies for dental practices. They discuss the patient journey and how it relates to marketing, the importance of branding and storytelling, and the essential elements of a successful marketing strategy. They also emphasize the need for ongoing optimization and data analysis. Neon Canvas takes a holistic approach to help dental practices with their marketing, providing customized strategies and support. Neon Canvas is a marketing agency that specializes in healthcare marketing, including orthodontics. They emphasize the importance of having a comprehensive marketing strategy that aligns with the goals and needs of the practice. They believe that marketing is not just advertising, but a holistic approach that encompasses branding, identity, and patient experience. They also stress the importance of working with a knowledgeable and experienced agency that understands the healthcare market. They caution against making marketing decisions based solely on cost and emphasize the need for custom content and targeted strategies. They also discuss the importance of staying informed about marketing trends and being willing to adapt and pivot when necessary. https://neoncanvas.com/https://www.instagram.com/neoncanvas/https://www.facebook.com/NeonCanvas https://www.youtube.com/channel/UCrcI7AeHOfHM4OMgqm9EcCw Takeaways The patient journey is a crucial aspect of marketing for dental practices, and it can start from various entry points such as online ads, social media, or word-of-mouth recommendations.Branding and storytelling are essential for dental practices to differentiate themselves and attract the right patients.It's important to have a cohesive brand across all platforms, including the website, social media, and traditional marketing.Marketing is not a one-time effort but an ongoing process that needs to evolve with changing technology and patient behavior.It's crucial to stay up-to-date with marketing strategies and continuously analyze data to optimize results.Neon Canvas takes a holistic approach to help dental practices with their marketing, providing customized strategies and ongoing support.They emphasize the importance of communication and collaboration between the marketing company and the dental practice.It's important for dental practices to ask questions and seek clarification if they don't understand certain aspects of marketing.Open communication and understanding are key to a successful marketing partnership.Marketing is a comprehensive and holistic approach that encompasses branding, identity, and patient experience.Working with a knowledgeable and experienced agency is crucial for healthcare marketing success.Custom content and targeted strategies are essential for effective marketing.Staying informed about marketing trends and being willing to adapt and pivot is important.Making marketing decisions based solely on cost can lead to poor results.Chapters00:00 Introduction and Background02:58 Understanding the Patient Journey11:33 The Power of Branding and Storytelling17:45 Essential Elements of a Successful Marketing Strategy22:04 The Importance of Ongoing Optimization and Data Analysis26:32 Neon Canvas: Taking a Holistic Approach31:26 Working with a Knowledgeable and Experienced Agency35:26 The Value of Custom Content and Targeted Strategies37:20 Staying Informed and Adapting to Marketing Trends43:30 Avoiding Cost-Based Marketing Decisions Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann Killion Audio Engineering by Garrett Lucero 

 Welcome to the Hey Docs! Podcast with your host Jill Allen. On this episode, I am joined by Frank Quinn from LightForce. We all know personalization is becoming a major part of life, but how are we utilizing it for sales in our orthodontic offices? Listen in to find out how personalization might be just the thing you need to set your practice apart. Let's get into it! Summary Frank Quinn, Chief Revenue Officer of LightForce, discusses how the company is helping orthodontic practices personalize their treatment plans and improve the patient experience. LightForce offers a fully digital business model that allows doctors to customize their treatment plans and use personalized brackets that are made to fit each patient's tooth anatomy. This level of personalization not only improves treatment outcomes but also enhances the patient's perception of the practice. LightForce's system is efficient and time-saving, allowing doctors to see more patients and reduce the need for additional team members. The transition to a fully digitized practice is the future of orthodontics and offers a higher quality of life for doctors. In this conversation, Frank Quinn, the Chief Revenue Officer of LightForce Orthodontics, discusses the benefits of digital bracket systems and aligner systems in orthodontics. He emphasizes the importance of having similar workflows and the ability to customize treatment plans to meet the needs of each individual patient. Quinn shares his own experience of transitioning his IT business to a cloud-based model and highlights the importance of introducing new technology into a practice gradually. He also explains the unique features of LightForce Orthodontics, including their personalized and modular approach, just-in-time inventory, and in-house manufacturing facility. Quinn expresses his optimism about the future of the orthodontic industry and the continuous improvement of LightForce Orthodontics.https://www.linkedin.com/company/lightforceortho/ https://www.instagram.com/WeAreLightForce/https://www.facebook.com/LightForceOrtho/https://lf.co/ Takeaways LightForce helps orthodontic practices personalize their treatment plans and improve the patient experience.Their fully digital business model allows doctors to customize treatment plans and use personalized brackets.Personalization improves treatment outcomes and enhances the patient's perception of the practice.LightForce's system is efficient and time-saving, reducing the need for additional team members.The transition to a fully digitized practice is the future of orthodontics and offers a higher quality of life for doctors.Digital bracket systems and aligner systems offer similar workflows, making it easier for orthodontists to transition between the two.Introducing new technology into practice gradually can help mitigate costs and stress.LightForce Orthodontics differentiates itself through its personalized and modular approach, just-in-time inventory, and in-house manufacturing facility.The orthodontic industry is resilient, and LightForce Orthodontics is committed to continuous improvement and customer satisfaction.Chapters 00:00 Introduction and Background03:21 Personalizing Orthodontic Treatment Plans09:24 Efficiency and Time-Saving in Orthodontic Practices12:51 Improving the Patient Experience18:18 Reducing the Need for Additional Team Members23:26 The Future of Orthodontics: Fully Digitized Practices25:20 Gradual Practice Transformation: Mitigating Costs and Stress28:00 Implementing Technology without Disrupting the Practice31:54 LightForce Orthodontics: Personalized, Modular, and Efficient34:19 Differentiating LightForce Orthodontics from Other Players37:54 The Impact and Scale of LightForce Orthodontics' 3D Printing40:57 LightForce Orthodontics' Commitment to Continuous Improvement45:12 The Importance of Understanding Values in Leadership Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I have the pleasure of hosting returning guest Davin Bickford from WildSmiles. Today, Davin is here to discuss the latest trends in marketing and brand messaging within the orthodontic industry. From statistics on market share and growth, to the impact of declining birth rates on practices, we are getting into it. This is an episode you won't want to miss. Let's get started! Summary In this conversation, Jill and Davin discuss the importance of focusing on the younger demographic in orthodontic marketing. They highlight the need to attract more kids and their parents to orthodontic practices, as they make up a significant portion of the market. They emphasize the importance of creating a fun and exciting experience for kids and offering a variety of treatment options. They also discuss the challenges and market forces that orthodontists face, such as declining birth rates and increased competition. They suggest that practices should strategize and adapt to these changes to protect their market share. In this conversation, Davin Bickford and Jill discuss the importance of creating a positive and personalized experience for orthodontic patients, particularly children. They emphasize the need for orthodontic practices to focus on the overall experience, from the initial website visit to the in-office treatment. They also highlight the significance of authenticity in messaging and the value of offering choices to patients. Davin shares examples of how practices can enhance the patient experience, such as providing customized pamphlets and interactive tools for children to design their own braces. The conversation concludes with a discussion on the impact of grit and compassion in business. https://www.instagram.com/wildsmilesbraces/ https://www.linkedin.com/company/wildsmilesbraces/ https://www.facebook.com/wildsmilesbraceshttps://www.wildsmilesbraces.com/ Takeaways Focusing on attracting kids and their parents is crucial for orthodontic practicesCreating a fun and exciting experience for kids can help grow the practiceOffering a variety of treatment options and custom braces can attract more patientsOrthodontists should strategize and adapt to market changes to protect their market share Orthodontic practices should prioritize creating a positive and personalized experience for patients, especially children.The patient experience begins with the website and extends to social media and in-office interactions.Authenticity in messaging is crucial to building trust with patients.Offering choices and engaging patients through personalized experiences can enhance their overall satisfaction.Grit and compassion are important business skills that contribute to success.Chapters 00:00 Introduction and Recap of Wild Smiles02:03 Shift in Orthodontic Marketing Focus06:06 The Importance of Focusing on Kids and Parents08:23 Growing Market Share and Observations11:15 Evaluating Demographics for Startup Practices13:35 Protecting Practices from Market Forces17:10 Addressing Declining Birth Rates and Increased Competition21:37 Strategies to Overcome Challenges23:23 The Importance of Custom Braces and Choice25:36 Taking Advantage of Opportunities27:34 Creating a Positive and Personalized Experience29:28 The Role of Authenticity in Messaging32:21 Enhancing the Patient Experience through Choices46:23 The Impact of Grit and Compassion Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-UpRetainers for Life - Outsourced Retainer Program Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by Dr. Michael Capogna from PracticeAscend. Dr. Capogna is here to discuss the importance of follow-ups in busy practices, how PracticeAscend can make these tasks more manageable, and the role of AI and automation in maintaining a personal touch with patients. We'll also explore the future of AI in orthodontics and how practices can leverage these innovations at different stages of their lifecycle. Let's get into it!Summary Michael, an orthodontist, discusses his company Practice Ascend, which helps orthodontic practices with systematic patient follow-up. He explains that the idea for the company came about when they realized they weren't effectively following up with patients who didn't start treatment right away. They initially used a notebook and then a Google spreadsheet but wanted a better, simpler way to automate and streamline the follow-up process. Practice Ascend was born out of this need. Michael highlights the importance of follow-up in increasing conversion rates and providing a better patient experience. He also discusses how Practice Ascend uses AI to automate tasks and improve efficiency for treatment coordinators and front desk staff. The system includes features like drag-and-drop follow-up tiles, automated Google reviews, call connect for Google ads and customizable follow-up reminders. Michael emphasizes the simplicity and user-friendliness of Practice Ascend, making it accessible to all levels of technical ability. Practice Ascend is a software that helps with follow-ups and communication in orthodontic practices. It allows practices to track and categorize patients based on their status and automate drip campaigns to reach out to patients who haven't started treatment or have been unresponsive. The software also integrates with email and provides customizable options for follow-ups. In orthodontics, AI is expected to improve virtual monitoring, automate tasks like generating videos for patient support, and enhance digital workflow. It is important for practices to clean up their statuses and have a clear follow-up process in place before implementing Practice Ascend. https://www.practiceascend.io/ Takeaways Practice Ascend helps orthodontic practices with systematic patient follow-upAutomating follow-up tasks improves efficiency and increases conversion ratesAI is used to streamline processes and provide a better patient experienceFeatures like drag-and-drop follow-up tiles and call connect for Google ads simplify the follow-up processPractice Ascend is user-friendly and accessible to all levels of technical ability Practice Ascend is a software that helps with follow-ups and communication in orthodontic practices.The software allows practices to track and categorize patients based on their status and automate drip campaigns.AI in orthodontics is expected to improve virtual monitoring and automate tasks like generating videos for patient support.It is important for practices to clean up their statuses and have a clear follow-up process in place before implementing Practice Ascend.Chapters 00:00 Introduction and Background02:22 The Need for a Better Follow-Up System08:31 The Importance of Follow-Up and Conversion Rates11:10 Using AI to Automate Tasks and Increase Personal Touch18:57 Simplicity and User-Friendliness of Practice Ascend21:37 Follow-Up with Google Ads Patients24:42 Marketing to Cold Leads and Drip Campaigns34:20 The Future of Orthodontics: AI and Virtual Monitoring37:32 Preparing for Success with Practice Ascend Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Retainers for Life - Outsourced Retainer Program Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Welcome to the Hey Docs! Podcast with your host, Jill Allen.  Today, I have a special guest, Greg Drysdale from WaterPointe Consulting, joining me on the show. Greg is an expert in data privacy and security, and today, he'll be sharing insights on the importance of these practices in dental and orthodontic offices. We'll explore common pitfalls, how to improve data privacy, and the role of WaterPointe Consulting in helping practices stay compliant. There's a lot to learn.  Let's get into it! Summary Greg Drysdale, founder of Waterpointe Consulting, discusses the importance of data privacy in the healthcare industry. He explains that data privacy is about giving individuals control over their own data and ensuring that businesses handle that data responsibly. Greg emphasizes the need for practices to build trust with patients by implementing strong data privacy practices. He also highlights the different data privacy laws that apply, such as HIPAA and state healthcare laws and the consequences of non-compliance. Greg outlines the services provided by Waterpointe Consulting, including audits, building privacy programs, and staff training. He also addresses the differences between startups and existing practices in terms of data privacy considerations. In this conversation, Greg Drysdale discusses the importance of data privacy and security in the healthcare industry. He highlights the risks associated with data breaches and the various ways in which sensitive information can be compromised. Greg provides three key suggestions for healthcare professionals to improve data privacy: conducting a HIPAA risk assessment, establishing contracts with third-party vendors, and training staff on phishing and secure data handling practices. He emphasizes the need for doctors to prioritize data privacy and create a culture of awareness and compliance within their teams. https://www.waterpointeconsulting.com/https://www.linkedin.com/company/waterpointe-consulting/https://www.facebook.com/people/Waterpointe-Consulting/61551437391124/ Takeaways Data privacy is about giving individuals control over their own data and ensuring responsible handling by businesses.Strong data privacy practices can build trust with patients and differentiate a practice.Different data privacy laws, such as HIPAA and state healthcare laws, apply depending on the location and type of data collected.Non-compliance with data privacy laws can result in fines, changes in practices, and potential lawsuits.Waterpointe Consulting offers services such as audits, building privacy programs, and staff training to help practices maintain compliance.Startups and existing practices have different considerations when it comes to data privacy, but the end goal is the same: a solid data privacy program. Conduct a HIPAA risk assessment to identify vulnerabilities and shortcomings in data privacy and security.Establish contracts with third-party vendors to ensure proper handling and protection of patient data.Train staff on phishing and secure data handling practices to prevent data breaches and mistakes.Make data privacy a priority and create a culture of awareness and compliance within the healthcare practice.Chapters 00:00 Introduction and Background03:06 Understanding Data Privacy and its Importance06:12 Navigating Data Privacy Laws 10:13 Consequences of Non-Compliance13:01 Services Provided by Waterpointe Consulting16:08 Considerations for Startups and Existing Practices25:03 Data Privacy and Security Risks28:01 Conducting a HIPAA Risk Assessment32:14 Training Staff on Phishing and Secure Data Handling37:48 Creating a Culture of Data Privacy and Compliance Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-UpRetainers for Life - Outsourced Retainer Program Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero