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Should your practice hire offshore dental team members? Gary Takacs and Naren Arulrajah take the question on. Gary's 2018 test put a trained remote team member on his phones when the office was missing close to 30% of calls during business hours. The standard today is 10% or lower. They cover dental insurance verification, revenue cycle management, rising staff compensation, and the 28 to 30% wage target. Naren, who hires 1 in every 100 applicants, explains why remote staff need buttoned-down systems.
UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————Your bookkeeping is no longer a dusty spreadsheet you revisit at year end. With Making Tax Digital and tighter margins, the numbers behind your dentistry decide how calm you feel about tax, how confident a lender feels about backing you, and how attractive your practice looks to a future buyer.We sit down with Darren Nicholson from Azets to map out what “good management information” looks like at each stage of a dental career. We start with associates and the practical realities of quarterly reporting, then move into what changes the moment you become a principal: monthly management accounts, clean categorisation, and a simple rhythm that turns compliance into control. We talk about forecasting your tax bill 12 to 18 months ahead, so 31 January stops being a panic and becomes a plan.From there, we get specific about dental practice KPIs and benchmarking. We discuss turnover against target, direct costs like materials and labs, staff costs, marketing effectiveness, EBITDA, and why context matters when you're trying to judge whether your numbers are “normal”. We also cover how practice management software can link into Xero or QuickBooks for better drill-down, including income by chair and utilisation gaps, plus the common set-up mistakes that make reports misleading.If you want stronger cash flow, better tax planning, and lender-ready reporting that supports growth or an eventual exit, hit play. Subscribe, share this with a practice owner friend, and leave a review with the one KPI you want to get under control next.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us Fan Mail
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of the Shared Practices Podcast, Dr. George Hariri interviews Dr. Paul Etchison, founder of Dental Practice Heroes, to uncover the secrets of elite dental practice ownership. Dr. Paul shares his incredible journey of growing a 2012 startup into a highly efficient dental practice, hitting $3.34 million in revenue out of just five operatories by 2017. He achieved this by mastering schedule efficiency and identifying the ultimate rate-limiting step in his dental practice: himself.As your dental practice scales, relying purely on clinical hustle becomes a liability. Dr. Paul explains how dropping down to three clinical days a week allowed him to step into the CEO role, eventually expanding his dental practice to 11 operatories and building a business that thrives while he only sees patients two days a month.Here are the crucial strategies to optimize your dental practice ownership journey:Implement Split-Shifting: Maximize ROI and lower fixed costs by keeping your dental practice open 13 hours a day with staggered provider shifts.Prioritize Proactive Leadership: Effective dental practice management requires freeing your office manager from reactive daily fires so they have the time to proactively solve team issues before they escalate.Use the CVI Method: Address dental practice team friction by getting Curious about the problem, offering Validation for their perspective, and extending an Invitation to collaborate on solutions.Don't Fear Turnover: Never let toxic attitudes run your dental practice; confidently let go of legacy staff who refuse to align with your core values.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
On today's episode, Dr. Mark Costes sits down with Bryanna Walker of Flex Dental Solutions to talk about her journey from dental assisting and office management into helping practices modernize their front office systems. Bryanna shares how her years inside dental practices shaped the way she now approaches payment workflows, patient financing, insurance verification, online scheduling, and case presentation. They discuss Flex Payments, compliant surcharging, buy now pay later options through Affirm and Klarna, automated payment posting into Open Dental, and the ways technology can reduce manual work and human error. Bryanna also explains how better integration between payments, treatment plans, scheduling, and insurance can save teams time while creating a smoother experience for patients. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://flex.dental https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
AI is changing how patients search for dentists, but simply creating more content isn't enough. As AI-generated content floods the internet, credibility, expertise, and proof may matter more than ever. In this episode of Dental Drill Bits, Dana Pardue and Sandy Pardue welcome Grace Rizza, founder and CEO of Identity Dental Marketing, back to the show for a conversation about how AI is changing dental marketing, search visibility, content creation, and the way patients discover and evaluate dental practices. Grace explains why using AI effectively isn't as simple as asking ChatGPT to write a few blogs or social posts. The technology can make marketing faster and more efficient, but the expertise behind the prompts, strategy, quality control, and execution still matters. AI can produce content in seconds, but that doesn't mean the content is original, accurate, optimized, or capable of moving the needle for your practice. The conversation then turns to AEO, or Answer Engine Optimization, and what dental practices need to understand as patients increasingly use AI platforms to find information and make decisions. Grace explains how AEO builds on many of the same foundations as SEO, while placing greater importance on context, credibility, proof, and a practice's broader digital footprint. What happens when a patient isn't simply searching for a "dentist near me," but asking AI to help them find a dentist who understands dental anxiety, performs cosmetic dentistry, or offers a specific type of care? Your website can say you're an expert, but patients and AI platforms are looking for evidence to support those claims. Before-and-after photos, patient testimonials, reviews across multiple platforms, strong service content, and third-party credibility can all help reinforce what makes your practice worth recommending. Dana, Sandy, and Grace also explore an important part of the AI conversation: the more technology we have, the more valuable real human expertise and connection can become. Automation can handle repetitive work and make businesses more efficient, but it shouldn't replace the people responsible for building trust, understanding patients, and delivering the experience your marketing promises. In this episode: • How AI is changing the way patients discover dental practices • What AEO is and how it works alongside SEO • Why credibility, proof, and your digital footprint matter more than ever • How to use AI without creating generic content or losing your brand voice • Why brand positioning gives patients a reason to choose your practice • Where automation can improve efficiency without replacing human connection The takeaway? The tools are changing, but the objective isn't. Your practice still needs to generate interest, build credibility, become visible in the market you want to serve, and give the right patients a reason to choose you. AI, SEO, AEO, content, reviews, and digital marketing shouldn't operate as separate strategies. They work together to create the evidence and visibility that help patients, and increasingly AI platforms, understand who you are, what you do well, and why your practice may be the right fit. But getting discovered is only the beginning. As Grace explains, never replace quality with automation. Technology and quality can coexist when practices are intentional about how they use it. Marketing can create the exposure. AI can help patients discover you. Your people and patient experience still have to deliver on the promise. Learn more about Identity Dental Marketing Visit IdentityDental.com to learn more about Identity Dental Marketing and marketing strategies designed specifically for dental practices. Practices that need greater clarity around their positioning can also work directly with Grace to identify their unique selling proposition, clarify what makes their practice different, and build the strategic foundation needed before moving into marketing execution. Dental Drill Bits with Dana Pardue and Sandy Pardue brings you practical strategies for building a stronger, more productive and profitable dental practice.
As a practice grows, the way it tells its story has to grow too. Dr. Kelly Euse joins Regan Robertson and Sara Hansen to share how Advanced Dentistry by Design uses real photography, AI enhancements, and a clear social strategy to show patients who they really are without turning marketing into another full-time job.
You can have a highly profitable dental practice and still spend your days solving problems you shouldn't be worrying about. A legendary psychologist who died in 1970 saw why.In this episode, Dr. Dave reveals:The $7.5 Million Mistake — what one business owner stopped watching, and the warning it holds for your practice.The Profit in Better Complaints — the grumbles you're trying to eliminate may be the most valuable thing your team says.The Cost of Being Needed — what keeps every problem coming back to you, and how to build a practice that gets stronger as it needs you less.Listen now to find what's suppressing your profit, and use the Grumble Audit to fix the right problem first.━━━━━━━━━Busy isn't the same as Irreplaceable. One fills your schedule. The other protects your time, your income, and the team that has your back.Ten questions. Four minutes. See where your practice is strong, where it is exposed, and what to build next so you can work less, earn more, and be ready for what is coming.Take the Commoditization Threat Assessment: assessment.irreplaceablepractice.com
Your dental practice does not need another task manager. It needs a Chief Operating Officer.Art Wiederman sits down with dental management consultant Gene St Louis to reframe the office manager role as Chief Operating Officer and show what that shift means for leadership, culture and profitability. The discussion covers how a strong doctor and office manager partnership creates clear lanes of responsibility, builds trust through consistent communication, and replaces micromanagement with real accountability. You will hear how structured onboarding, intentional team culture, and simple daily, weekly and monthly checklists keep operations predictable, plus which numbers every office manager should own from production and collections to overhead and accounts receivable over 90 days. Gene also breaks down engineered block scheduling, proactive insurance follow up at 31 days, and how to use technology to improve patient care and team efficiency, along with an inside look at the new GSTL Academy, a 16 module certification program built to give office managers practical training in leadership, financial control, KPI mastery, and systems that scale.Connect with Gene:Website:https://www.genestlouisconsulting.com/Phone Number:866-200-3217630-675-5183Email:Gene@Gstlconsulting.com--------------
Q4 is not a sprint in December, it is a result of what happened months before. If you wait until October to fix performance, you've already lost momentum. My friend Carrie Webber of Jameson Management is back to unpack why so many dental practices feel stuck heading into year end. Shrinking profit, rising overhead and salary pressure expose weak spots that get overlooked when the team is stretched. She focused on "inspecting what is expected," from phone skills that guide new patient decision-making to effective scheduling that gets people in the door. Carrie explains why patient attrition quietly cancels new patient growth, why accounts receivable snowballs when systems are not managed intentionally, and why office managers need clear public support to coach the team with accountability. You won't want to miss this one - Carrie is as sharp as she is fun! Connect with Carrie Webber Instagram: @CarrieWebberSpeaks https://www.instagram.com/carriewebberspeaks/ @jameson_management https://www.instagram.com/jameson_management/ LinkedIn: Carrie Jameson Webber https://www.linkedin.com/in/carriejamesonwebber Facebook: Jameson Management & Marketing https://www.facebook.com/share/19UGhpzjPo/ —------------- I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. US-based RCM company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/ ------------- Synergy Dental Partners offers lower prices for your dental supplies and services Link: https://www.odysseymgmt.com/synergy NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase. ------------- CareCredit has supported office managers and billing professionals for years. Their credit card offers flexible financing options, so patients can pay over time for their care, subject to credit approval. When money isn't the obstacle, patients say yes. Find out more here: https://www.odysseymgmt.com/carecredit ------------- My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment. ------------- Visit odysseymgmt.com to check out my book, webinars and courses. ------------- **If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!** YouTube: https://youtube.com/@odysseymgmt #DentalPractice #PracticeManagement #DentalLeadership #DentalTeam #Dentistry
On today's episode, Dr. Mark Costes presents a practical introduction to building a systems-driven dental practice for dental students preparing to enter the profession. He explains why clinical skill alone is not enough to create a profitable, sustainable practice and why dentists need to understand business fundamentals whether they plan to become owners or associates. Mark breaks down the importance of mission, vision, core values, operational systems, patient experience, human resources, cash flow, and overhead control. He also covers the APE framework, financial phases of practice growth, KPIs, operations manuals, effective meetings, and organizational charts, emphasizing why dentists should strengthen their infrastructure before adding more patients, procedures, or locations. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
One dental practice worked through four receptionists in a few years and every single time, they blamed the receptionist or blamed the hire. Dr Jesse Green traces the problem back to its real source: the dental practice hiring process. He makes the case that getting it right lifts the calibre of applicants, keeps good team members longer, and protects the productivity that constant turnover quietly erodes. If you are a dental practice owner tired of cycling through team members and ready to build a hiring system that works, you won't want to miss this episode.In This Episode:01:59 The two documents to have in place before you write a word of an ad: the ideal applicant avatar and your employer value proposition03:34 How to write an advertisement that speaks to your ideal applicant's hopes and frustrations05:15 Why advertising is only the first domino in a full recruitment systemResources and Links:How Does Your Dental Practice Compare Against the Top Performers?Stay Up to Date by Following Dr Jesse Green on InstagramConnect with Dr Jesse Green on LinkedInIf you're a Dental Practice Owner looking to scale your practice, learn more about our Practice Max ProgramMentioned in this episode:Savvy Dentist Team Training BundleIf your practice can't run without you, it's time for systems - not more theory. That's why we created the Savvy Dentist Team Training Bundle - five powerful, system-driven programs including Front Desk All Stars, the Million Dollar Dentist, Practice Manager Masterclass, Advanced Treatment Coordinator Training, and High-Performance Hygiene. Each course delivers practical, step-by-step systems your team can use every day to build accountability and create a self-managing practice. Save $2,000 for a limited time — visit savvydentist.com/team-training.Team Training Bundle 2025
In this special episode, Howard Farran steps into the lecture hall rather than the studio, delivering a guest lecture to dental students at the University of Nevada, Las Vegas at the invitation of Dr. Karen Kucharski, Assistant Professor in Residence in Clinical Sciences. The talk — titled The Business of Dentistry After Graduation: DSOs, Practice Ownership, Student Loans, and Career Strategy — was requested for a simple reason: students are increasingly convinced that practice ownership is a dream that has died, and they want an honest, balanced education on what actually awaits them after graduation. Howard works through the questions students themselves submitted, covering the realities of production inside a DSO and how much control an associate truly has over it, what separates thriving associates from those who feel taken advantage of, and which clinical skills new grads most wish they'd developed more in school. He addresses the pressure to produce at or beyond one's level of clinical expertise, what a genuinely competitive associate contract looks like and which terms are actually negotiable, whether associates are converting their own cases or depending on a treatment coordinator, and how much the mentorship and CE promised by large groups really improves clinical competency. The lecture closes on the bigger career questions: appointment length and autonomy, what high-production associates actually take home, student loan strategy, and the honest case for and against lifelong associateship versus ownership — delivered with the goal of educating rather than selling students on either path. Episode #1739 : Dentistry Uncensored with Howard Farran, Howard Farran takes the podium at the University of Nevada, Las Vegas School of Dental Medicine, invited by Dr. Karen Kucharski to speak to her students on The Business of Dentistry After Graduation: DSOs, Practice Ownership, Student Loans, and Career Strategy. Students today are being told the dream of ownership is dead. This lecture is a straight, no-spin education on the real trade-offs between DSO associateship and owning — production limits, contracts, mentorship, case conversion, and the numbers behind it all.
A dental practice can lose its best assistant and never figure out why. Dr. Sreenivas Koka says the answer is almost never the person. Dr. Sreenivas Koka is a prosthodontist, a former practice owner in San Diego, a former dental school dean, the former chair of dentistry at the Mayo Clinic, and one of 16 dentists in his family, and he explains why every role on a dental team carries the same weight in patient care and why the dentist, the assistant, and the front desk are all motivated by the same human needs. He breaks down the difference between management, which runs on systems and processes, and leadership, which runs on feelings, and he shares the environment test to run before blaming anyone on the team. When a flower does not bloom, you fix the environment it grows in, not the flower. He also explains why comparison steals the joy from a career, why staying in a practice that is the wrong fit serves nobody, and how DentalReady.ai trains dental assistants for less than $1,000 so a career can start without predatory program debt. Subscribe for more conversations like this one, and share in the comments what your practice does to make its team feel valued. Connect with Dr. Sreenivas Koka Phone Number: 619-456-3712 Email: Sree@dentalready.ai ------------------- Starting a career in dental assisting can feel overwhelming, especially when you're trying to figure out what you actually need to know before stepping into your first practice. The right preparation can help you walk in with more confidence and a stronger foundation. Dental Ready is built for aspiring dental assistants who want to prepare for the profession before taking that first step. It focuses on building the knowledge and confidence needed to enter a dental practice, while also preparing you for the people and teamwork that are part of the job. If you're getting ready to start your dental assisting career, visit https://dentalready.ai/ and use code DANation-DR1 to get 10% off. Dental Ready can help you build the knowledge and confidence you need to take your first step into the profession. —----
Waiting until you "feel ready" to own a dental practice could be one of the most expensive decisions of your career. In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with Brian Hanks, founder of Dental Buyer Advocates and author of How to Buy a Dental Practice, to talk about why younger dentists are waiting longer to become practice owners and what that delay could really cost them. Brian shares the numbers behind associate versus owner earnings, why student loan debt shouldn't automatically keep dentists from ownership, and what the data actually says about the growth of DSOs. Brian also breaks down how to evaluate a dental practice before buying, including the two simple questions every potential buyer should ask. He explains why a cheaper practice isn't necessarily a better opportunity, how practice valuations work, and why paying above the national average can still be a smart investment. Plus, he shares what dentists who can't seem to find the "right" practice may be overlooking. What You'll Learn Why younger dentists are waiting longer to become practice owners How delaying ownership can affect your long-term earning potential Why student loan debt doesn't necessarily mean you should avoid ownership What the data says about DSOs and the future of private dental practices Why ownership gives dentists more control over their careers The two questions to ask before seriously considering a dental practice Why buying a small practice with plans to "turn it around" can be risky How dental practices are valued based on collections and profitability Why paying above the average valuation doesn't necessarily mean you're overpaying How relationships can help you uncover better practice acquisition opportunities Why dentists should be intentional about who they listen to for career advice — Key Takeaways 02:04 The Associate Trap: Why Waiting Too Long to Own Can Cost Dentists a Fortune 02:47 Meet Brian Hanks 03:17 Helping Dentists Become Practice Owners 04:35 Dr. Len's Journey From Associate to Owner 06:09 Why Younger Dentists Are Delaying Ownership 09:30 The Million-Dollar Cost of Waiting 12:35 Associate Comfort vs. Practice Ownership 13:15 Are DSOs Really Taking Over Dentistry? 17:25 What to Look for When Buying a Dental Practice 17:55 Two Questions Every Practice Buyer Should Ask 23:48 How Dental Practices Are Valued 27:20 When Paying More for a Practice Makes Sense 28:40 Why You Haven't Found the Right Practice Yet 32:50 Brian's Advice for Associate Dentists 33:55 Lightning Round 38:55 How to Connect With Brian Hanks — Connect With Brian Website: Dental Buyer Advocates Email: brian@dentalbuyeradvocates.com Book: How to Buy a Dental Practice Brian is also offering Raving Patients Podcast listeners a free 30-minute practice evaluation for dentists who are currently considering a practice purchase. — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!
This week, the Dental Amigos welcome Jamie DiBease, owner and chief strategist at Dental Marketing from Day One, a dental marketing company focused on helping practices get found, get seen, and get chosen by their ideal patients. With more than 30 years of marketing experience, Jamie brings a practical, results-driven perspective on how dentists can build a stronger presence and grow their practices. In this episode, Jamie shares his background and journey from engineering to marketing and eventually co-founding Dental Marketing from Day One. He discusses why some great dental practices remain invisible online while others dominate their markets, what makes a dental website actually perform, and how SEO, Google Business Profiles, reviews, content, and branding help practices attract new patients. Jamie also explains why dentists should value their time, avoid trying to do everything themselves, and build long-term relationships with marketing professionals who understand their practices and goals. To learn more about Jamie and Dental Marketing from Day One, visit their website or reach out to Jamie directly. • Website: https://dentalmarketingfromdayone.com • Free Initial Marketing Consultation: Available through the Day One website Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.
In this episode, Shane discusses how dental practices can attract their ideal patients without relying on discount deals. He emphasizes the importance of relationship-based marketing and consistency to build trust and long-term patient relationships. SUBSCRIBE to The Dental Practice Launch Podcast! Learn more about Crimson Media Dental Marketing and how we help dental startups grow through proven marketing strategies. Takeaways: What you put out in your marketing attracts the type of patients you want. Relationship marketing takes longer but results in more loyal patients. Consistency and discipline are crucial for long-term success. Building trust in the community leads to organic growth. Avoid relying solely on discounts; focus on your practice's personality and experience.
How much are you paying your team in overtime just to finish clinical notes at the end of the day? Kendall Hussein sits down with Daniel Bessonov, CEO and founder of Avora, an AI documentation and case acceptance platform used by more than a thousand clinicians. Daniel explains what ambient documentation actually means and how practices are saving 40 to 45 hours a month by getting notes, charting, and treatment plans into their PMS automatically. He also gets honest about the features his own team refused to build, and why your hygienist matters more than any feature list when you are picking a vendor. If there is an AI contract sitting in your inbox right now, listen to this one first. Learn more about Avora or connect with their team
In this episode Ash sits down sits down with Zane from MyDentalForce at the SWDC show to discuss practical strategies for dental practices aiming to improve their operations and collections. Zane, a software engineer with hands-on experience as a technology director in a dental group, shares how leveraging existing patient databases can unlock significant revenue without increasing marketing spend or overloading staff with multiple software platforms.The conversation focuses on how MyDentalForce's solution prioritizes actionable patient outreach, task management, and integrations with phone systems to help offices reactivate patients, monitor staff productivity, and manage accounts receivable more effectively. Ash and Zane talk about the importance of human touch in patient communications and how real-time analytics and AI-supported summaries can help owners and managers see tangible improvements within two to three months, all while consolidating software costs.To learn more, visit: https://mydentalforce.com/Key topics discussed:Using data from existing patient databases to drive revenueSimplifying and consolidating software tools for staff productivityUnderstanding unscheduled treatment plan value and patient reactivationReal-time task lists and prioritization for front desk teamsIntegration with phone systems for tracking staff performanceHuman vs. AI-automated patient communicationManaging accounts receivable through targeted patient outreachFlat-rate pricing and implementation detailsThe practical role of AI features in dental office operations
Twenty years into dentistry, your practice should not have to look exactly like it did when you started. Dr. Kelly Euse joins Regan Robertson and Sara Hansen to talk about following new clinical interests, giving team members room to grow, and building a practice that continues to evolve without losing the patient trust that made it successful.
Dr Jesse Green is joined by Clayton Newell from Henry Schein One to unpack how AI can help your dental practice today, not in five years' time. You will hear which low value tasks to hand over first, why freeing your front desk from the calendar and the phone changes the patient experience, and how to tell the difference between technology that earns its keep and technology that just looks impressive.Clayton also points to the revenue already sitting in your existing database: the lapsed recalls, the unbooked treatments, and the simple follow-up habit that turns those numbers into booked chairs. You will get a clear picture of where the practice of the future differentiates once systems become a commodity, and what that shift means for the work your team does every day. If you are a practice owner deciding how far to take AI and automation without losing the human side of your practice, you won't want to miss this episode.In This Episode:02:32 The parallel between tradies and practice owners, and why hands on craft has a long runway ahead of it12:17 AI clinical notes inside the PMS, and the end of writing up your day at nine o'clock at night17:36 Getting front of house out of the calendar, and why patient experience becomes the point of difference24:29 The money left on the table in your database, and the follow-up call nobody wants to make38:41 Practice owners are vibe coding their own tools: what to build, what to buy, and the compliance trapResources and Links:How Does Your Dental Practice Compare Against the Top Performers?Stay Up to Date by Following Dr Jesse Green on InstagramConnect with Dr Jesse Green on LinkedInIf you're a Dental Practice Owner looking to scale your practice, learn more about our Practice Max ProgramLearn more about Henry Schein One AustraliaConnect with Clayton Newell on LinkedInMentioned in this episode:Savvy Dentist Team Training BundleIf your practice can't run without you, it's time for systems - not more theory. That's why we created the Savvy Dentist Team Training Bundle - five powerful, system-driven programs including Front Desk All Stars, the Million Dollar Dentist, Practice Manager Masterclass, Advanced Treatment Coordinator Training, and High-Performance Hygiene. Each course delivers practical, step-by-step systems your team can use every day to build accountability and create a self-managing practice. Save $2,000 for a limited time — visit savvydentist.com/team-training.Team Training Bundle 2025
** IMPACT SUMMIT REGISTRATION LINK: towerimpactsummit.comUse code DRHALEY30 for 30% off your ticket! In this episode, Dr. Haley sits down with Dr. Puja Kedia to get into the nitty gritty of what it really looks like to start a dental practice from scratch. Dr. Puja shares her journey from working in private practice, corporate dentistry, and pediatric-focused offices to deciding it was finally time to build something of her own.They break down the financial reality of a startup, including nearly $1.5 million in practice and real estate debt, hundreds of thousands of dollars in build-out and equipment costs, and the personal savings Dr. Puja has invested along the way. She also shares how she found her building, why she chose to own instead of lease, and some of the unexpected expenses that come with a major construction project.Dr. Puja also gets into how she is finding her first patients with almost no marketing budget, building a team from the ground up, deciding which systems to take from her previous jobs, and preparing to open the doors of Rooted Dental Studio. Plus, she shares what she wishes she knew before starting and her biggest advice for other associates who hope to become practice owners someday.This is a candid look at the exciting, stressful, expensive, and sometimes chaotic reality of building a startup dental practice.Dr. Puja on TikTok: https://www.tiktok.com/@drpuja93Podcast TikTok: https://www.tiktok.com/@dentaldownloadpodcastHaley's Instagram: https://www.instagram.com/dr.haley.dds Haley's TikTok: https://www.tiktok.com/@dr.haley.dds?lang=en
Carrie Webber and the Jameson Group help dental practices with business coaching, hygiene coaching, leadership development, marketing, and strategic planning. Website: jmsn.com Listeners can also visit the Jameson website and request the Vision Planning Worksheet Carrie mentions during the episode. Simply tell the Jameson team you heard Carrie on the Navigating Dental Insurance Podcast and ask for the worksheet. The Jameson Files Podcast Check out The Jameson Files for additional conversations on dental practice leadership, business development, patient experience, and practice growth. BoomCloud BoomCloud helps dental practices build and manage patient membership programs designed to create predictable recurring revenue and reduce dependence on traditional insurance models. https://boomcloudapps.com/ Practices considering reducing PPO participation can use membership revenue as part of a broader financial safety-net strategy before making changes.
There is one delegation habit that quietly caps the growth of a dental practice, and it is not the one you would expect. In this episode, Dr Jesse Green unpacks the difference between delegating a task and delegating an outcome, and why the second one is where the leverage lives. He also explains how answering a question with a question builds a team that problem solves without you. You will see why the practices that scale are the ones where the owner sits one layer back, and how to make that gear change without panicking and running back to what you know. If you are a dental practice owner who keeps hearing yourself say it is easier if I just do it myself, you won't want to miss this episode. In This Episode: 00:51 The checklist culture Jesse learned in the Navy, and why it did not follow him into his first practice 02:04 Delegating a task versus delegating an outcome: the line between beginner and advanced 02:34 Handing the monkey back: how teams return the job and why you must not take it 04:02 Two practice owners, two very different outcomes, and the one who ended up in front 05:29 The gear change, the short term dip, and why so many owners never push through it Resources and Links: How Does Your Dental Practice Compare Against the Top Performers? Stay Up to Date by Following Dr Jesse Green on Instagram Connect with Dr Jesse Green on LinkedIn If you're a Dental Practice Owner looking to scale your practice, learn more about our Practice Max ProgramMentioned in this episode:Savvy Dentist Team Training BundleIf your practice can't run without you, it's time for systems - not more theory. That's why we created the Savvy Dentist Team Training Bundle - five powerful, system-driven programs including Front Desk All Stars, the Million Dollar Dentist, Practice Manager Masterclass, Advanced Treatment Coordinator Training, and High-Performance Hygiene. Each course delivers practical, step-by-step systems your team can use every day to build accountability and create a self-managing practice. Save $2,000 for a limited time — visit savvydentist.com/team-training.Team Training Bundle 2025
What if zirconia could look even more like natural teeth? According to Dr. Ed McLaren, “Of all the zirconia's he's tested, the optical properties of Ivoclar's e.max zirconia are the closest to natural teeth.” (And I second that with everything I've see – if Barb does the read) Discover what's redefining the possibilities with IPS e.max Zirconia. Join Dr. Ed McLaren for Zirconia Reimagined—an informative webinar exploring the latest advancements, clinical insights, and practical applications of zirconia in modern dentistry. October 5th @ 7:00 pm. Register today at Vivalearning.com As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one. What happens when you combine a family-run software company, decades of dental laboratory experience, and a mission to make labs run smarter? You get Magic Touch Software. In this episode, Elvis sits down with Dan Sinclair and Amir Bagheri to dig into the history, philosophy, and technology behind Magic Touch and find out why they believe a laboratory management system should do a whole lot more than just track cases through production. Dan shares his unexpected journey back to Magic Touch after leaving the company, while Amir takes us all the way back to the 1990s and the origins of the software, including how his father, Gary, helped develop what would eventually become the foundation of Magic Touch through his work with Glidewell. The conversation dives into the evolution from production-focused LMS platforms to complete business management systems that bring customer management, accounting, inventory, automation, digital case entry, integrations, reporting, and production workflows together in one place. We also get into one of the biggest challenges facing modern dental labs: digital case entry and the ever-growing pile of scanner portals and inboxes. Amir and Dan explain how Magic Touch can automate that process, reduce manual entry, minimize missed cases and errors, and give lab teams more time to actually work on cases instead of hunting them down. And if you've ever wondered how much time and money a lab can lose by having a collection of disconnected systems, this conversation makes a pretty compelling case for consolidation. But perhaps the biggest theme of the episode is that Magic Touch doesn't want to be just another software vendor. Their approach is built around implementation, consultation, process improvement, and helping labs understand what they actually want their business to look like before configuring the system to get them there. From breaking old habits to building super users, testing changes before they go live, and using data to identify where a lab needs to improve, the goal is to create a system that grows and changes with the business. Hey, listeners—ever wonder what Elvis is doing when he's not recording Voices from the Bench? He's a client rep for Derby Dental Laboratory, out in the field every day doing chairside visits and building relationships. His job is simple—keep doctors happy and keep them coming back. And he couldn't do it without iCortica. Right from his phone, Elvis can see sales, remake rates, account notes, risks, and cross-sell opportunities—even before he walks through the door. No spreadsheets. No surprises. Just the info he needs to grow accounts. Stop digging for data and start taking action. Head to icortica.com and schedule your demo today. Dental lab owners and managers — are you spending too much time chasing paperwork, checking portals, tracking cases, and answering doctors asking, “Is my crown done yet?” You didn't start a dental lab to become a full-time paperwork wrangler. LabNCloud is the all-in-one, cloud-based platform built by techs, for techs, with 90+ features to streamline your entire lab — from case tracking and invoicing to shipping, time tracking, doctor portals, and automatic digital file routing. Stop managing chaos and start managing your lab. Visit LabNCloud.com to book your free personalized demo. And mention “Elvis is Handsome” to get your first month free. LabNCloud — the operating system for dental labs. Built by techs, for techs.Special Guests: Amir Bagheri and Dan Sinclair.
Every dental practice has probably had one. They're great at their job. Patients love them. They've been there forever. Maybe they even make the doctor's life easier. But behind the scenes, they gossip, intimidate coworkers, ignore rules, create drama, or make new employees feel like they'll never quite belong. In this episode of Dental Drill Bits, Dana Pardue and Sandy Pardue tackle a difficult question: What is that "indispensable" employee actually costing your practice? Dana and Sandy discuss why practice owners often tolerate bad behavior from high performers, how resentment spreads when rules aren't applied equally, and why your best employees may quietly leave rather than continue working in a toxic environment. In this episode: When high performers become a liability How toxic employees drive good people away Favoritism, cliques, and broken trust Handling complaints without creating gossip When bad behavior crosses a legal line Practice owners often ask, "What happens if I lose this employee?" Maybe there's a better question: Who am I going to lose if I keep tolerating this employee? Because your best employees are watching what you address, what you ignore, and whether the same standards really apply to everyone. In This Episode How to recognize when your practice is truly understaffed The hidden financial impact of not having enough of the right people Sandy's collections-per-full-time-equivalent metric for evaluating staffing Why attitude, intelligence, and coachability can matter more than dental experience How poor hiring and retention decisions can ultimately cost you your best employees Key Takeaways: The goal isn't to have the smallest team possible. It's to have the right people, in the right roles, with enough capacity to execute the systems that make your practice successful. If you're focused only on the cost of adding another employee, ask a different question: What is it costing your practice not to have enough of the right people?
A busy dental practice is not necessarily a profitable dental practice. In this episode of Delusional: Winning the Weekly War of Dentistry, Dr. Todd Snyder exposes the hidden leaks that can quietly drain dental practice profitability—even when production is growing and the schedule is full.From dental insurance adjustments and rising overhead to weak case acceptance, unscheduled treatment, poor scheduling, unused clinical skills, and leadership decisions dentists continue to avoid, Todd challenges dental practice owners to stop confusing activity with success.If you own a dental practice, how much money, opportunity, time, and energy are leaking out of your business every month?This episode explores dental practice management, dental profitability, dental overhead, case acceptance, fee-for-service dentistry, dental insurance, practice systems, dental leadership, and the strategies required to build a stronger and more predictable dental business.You do not always need more patients.You may need to stop wasting the opportunities you already have.You do not always need more production.You may need to keep more of what you already produce.And you do not need more random ideas.You need to identify the wound, create the strategy, build the system, and execute the plan.
Do your team meetings keep circling around the same problems without producing clear decisions or lasting change? In this episode, Kirk Behrendt and co-host Miranda Beeson, a dental practice coach, explain the IDS problem-solving framework and how dental teams can use it to identify root issues, discuss them efficiently, assign clear action items, and create accountability. You'll learn how to structure an issues list, distinguish symptoms from underlying problems, keep discussions from getting derailed, and use weekly meetings to move problems toward resolution. For a practical framework to stop recycling the same issues in your practice, listen to Episode 1095 of The Best Practices Show!Main Takeaways:The IDS framework moves teams through identifying the real issue, discussing it efficiently, and solving it with documented action items.Team meetings should spend approximately 20% of their time addressing issues and 80% moving priorities, systems, processes, and alignment forward.Issues should be documented before the meeting and prioritized based on urgency and potential impact rather than addressed in the order they were added.A stated problem is often a symptom, so teams should identify the underlying root causes before discussing solutions.Productive discussion includes relevant information and different perspectives while limiting tangents, repetition, and unrelated issues.Every solution should define what happens next, who owns the action, when it will be completed, and how the team will know whether it worked.Weekly meetings provide consistent accountability and help prevent issues and unfinished action items from accumulating over several weeks.Episode Chapters:00:00 Introduction to solving recurring dental practice problems.02:17 The IDS issue-solving framework from Traction.05:21 How much meeting time should be spent on issues.08:11IDS overview13:52 Identify: finding the real issue behind the symptom.20:00 Discuss: keeping issue conversations efficient and productive.24:30 Solve: turning discussion into decisions and action.28:59 Why weekly meetings improve accountability.34:02 Structuring meetings so issues do not consume the agenda.36:00 Tools and resources for implementing the process.39:00 Closing thoughts.Guest Bio:Miranda Beeson has over 25 years of clinical dental hygiene, front office, practice administration, and speaking experience. She is enthusiastic about communication and loves helping others find the power that words can bring to their patient interactions and practice dynamics. As a Lead Practice Coach, she is driven to create opportunities to find value in experiences and cultivate new approaches.Miranda graduated from Old Dominion University, and enjoys spending time with her husband, Chuck, and her children, Trent, Mallory, and Cassidy. Family time is the best time, and is often spent on a golf course, a volleyball court, or spending the day boating at the beach.Episode Resources:Traction by Gino Wickman: https://www.eosworldwide.com/traction-bookIssues Solving GuideTeam Meetings ToolVisit us at https://www.actdental.com/free-resources/More Helpful Links for a Better Practice & a Better Life:Contact Gina to learn more about ACT: gina@actdental.comThe Best Practices Show: https://www.actdental.com/podcast/Smile Source Community Hub: https://www.actdental.com/community-hubUpcoming Events & Workshops: https://www.actdental.com/events/Smile Source: https://www.smilesource.com/Subscribe on Apple Podcasts: https://podcasts.apple.comSubscribe on Spotify: https://open.spotify.com
Growing a successful dental practice isn't just about increasing production and attracting new patients—it's also about making smart financial decisions that allow you to keep more of what you earn. From tax planning and owner compensation to avoiding IRS red flags, understanding the financial side of practice ownership can have a major impact on your long-term growth.In this episode of the Healthcare Digital Marketing Podcast, Lamar Hull sits down with Kingsley Ifedi, CPA, to discuss the tax and financial strategies every dental practice owner should understand.While this podcast often focuses on marketing strategies that help healthcare practices grow, generating more revenue is only part of the equation. Practice owners also need to understand how to manage that revenue, minimize unnecessary tax liability, compensate themselves appropriately, and reinvest strategically in the business.Kingsley shares practical advice on tax strategies for dental practice owners, how to balance salary and distributions, and IRS red flags that could increase the likelihood of an audit.Lamar and Kingsley also discuss the connection between marketing and financial performance—including why practice owners should look beyond leads and website traffic and understand whether their marketing investment is actually producing new patients, revenue, and a measurable return on investment.If you're a dentist, practice owner, or healthcare entrepreneur looking to build a more profitable practice, reduce unnecessary tax exposure, and make smarter decisions with your money, this episode will help you better understand how financial planning, tax strategy, and marketing work together to create sustainable practice growth.
What if your Google Business Profile already brings in more new patients than your website and ads combined? Jordin McEntire sits down with Bill Donato, co-founder of dentalmarketing.com, to unpack why just three specific signals control 70% of a dental practice's Google ranking. Bill breaks down why a Google Business Profile alone can out-convert a website and paid ads combined, and the exact numbers you should be checking on your own dashboard. He also shares how the right AI-written content can help a practice climb to the top of local search results. If you've ever wondered whether your marketing dollars are actually working, this episode shows you exactly where to look first. Get your free marketing analysis from Bill Donato and the dentalmarketing.com team
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of Ask George, Dr. George Hariri addresses a critical issue facing the industry: selling your practice early simply because you are tired. While the administrative and HR burdens of modern dental practice ownership drive many doctors to sell to DSOs, doing so prematurely cuts off your greatest wealth-building vehicle. George explains that burnout is not just a qualitative issue—it is a massive quantitative financial threat because the highest return on your investment in dental school comes from operating your cash-flowing practice for the longest possible time.If you are feeling overwhelmed in your current stage of dental practice ownership, you haven't failed—you simply haven't "nailed" the systems required for that level of success yet. By proactively identifying and solving the specific bottlenecks causing your exhaustion, you can secure your equity, reclaim your time, and maximize your income.Here is your guide to extending your career and maximizing the financial return of dental practice ownership:Audit Your Exhaustion: Track exactly what drains your energy over a two-week period, whether it is a specific type of demanding patient, a stressful clinical procedure like surgical extractions, or daily HR headaches.Delegate HR Burdens: If managing staff causes you severe stress, hire an office manager to handle schedule requests and team accountability. The cost of their salary is a small price to pay for the longevity it brings to your career.Design a Sustainable Schedule: Restructure your clinical days to prioritize rest, such as working an alternating three-day week that allows for a six-day weekend every two weeks without dropping your operational hours.Find Outside Outlets: Once your practice stabilizes and no longer needs aggressive growth, channel your entrepreneurial ambition into hobbies or fitness rather than constantly disrupting your business.Protect the Cash Cow: While outside investments like real estate are important, never fund them so aggressively that it ruins your personal lifestyle and causes you to burn out of dentistry.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Firing a team member is one of the most uncomfortable parts of owning a dental practice — and according to Dr. Matt Vogt, most of the advice out there makes it harder, not easier. In this episode, Matt takes apart the popular "hire slow, fire fast" cliché and shares a real coaching conversation with a client who recently acquired a practice. The client inherited a front office where four team members had no clear roles and no defined expectations — including "Kathy," an employee who'd been shuffled from position to position for years without ever being told what a good job actually looked like. When the team pushed for Kathy to be let go, the client's gut said the same. But Matt's coaching reframed the situation: before you fire someone, you owe it to them — and to yourself as a leader — to give your absolute best effort. That means clear roles, clear expectations, real training, and honest accountability. Dr. Matt's core philosophy: people fire themselves. When you've laid everything out on the table, and someone still can't rise to the standard, the decision becomes clear, guilt-free, and fair. And the bonus? The better you get at creating clarity, the less often you'll ever need to fire anyone. Key takeaways: "Hire slow, fire fast" skips the leadership work that actually solves the problem Underperformance is often a symptom of unclear roles, not a bad employee Trust your gut on fit — but do the systems work before deciding Give underperformers a genuine, well-defined chance to succeed Clarity removes the anxiety and second-guessing from firing Systemize your office, and you'll rarely reach the firing point Ready to build a practice — and a team — that runs on clarity? Take the free lifestyle and practice assessment and start a no-pressure conversation with Derek, Matt, Steve, or Raheel. Connect with us: Take our FREE lifestyle and practice assessment: https://thelifestylepractice.com/practice-assesment/ Learn more about 1-on-1 coaching: https://thelifestylepractice.com/coaching-services/ Get access to TLP Academy: https://thelifestylepractice.com/coaching-services/ Get the TLP Student Academy for $20 (lifetime access): https://the-lifestyle-practice.teachable.com/p/studentacademy Subscribe to The Lifestyle Practice Podcast: https://podcasts.apple.com/us/podcast/tlp-podcast-for-dentists/id1476544801 Free ebook — "How to Achieve Financial Freedom in Seven Years or Less": https://the-lifestyle-practice.com/home-page-page Email Raheel at raheel@thelifestylepractice.com Email Derek at derek@thelifestylepractice.com Email Matt at matt@thelifestylepractice.com Email Steve at steve@thelifestylepractice.com
Most dental teams do not quit because of pay. They quit because they do not feel valued. In this conversation Dr. Paul White shows you how to change that starting today. In this episode Kevin Henry talks with Dr. Paul White, psychologist and co author of The 5 Languages of Appreciation in the Workplace, about what it really takes to make your team feel seen and supported. Dr. White explains the difference between recognition and personal appreciation and why nearly eighty percent of people leave jobs when they do not feel valued. He walks through the five languages of appreciation at work which are words of affirmation, acts of service, quality time, tangible gifts and physical touch, and why the key is to show appreciation in the way the other person actually feels it, whether that is private encouragement or public praise. You will learn how anyone in the practice can build a more positive culture from any position, how authentic appreciation improves morale, productivity and patient care, and how to recognize and respond to toxicity before it hurts retention. Dr. White also shares simple next steps and resources to help you put these ideas into practice right away. Connect with Dr. Paul Website: https://appreciationatwork.com/ Assessment https://mbainventory.com/ YouTube Channel: https://www.youtube.com/@AppreciationAtWork ------------------- Dental assistants play a powerful role in whether patients move forward with treatment. You are a key part of the patient journey, and having the right financial options can make all the difference. CareCredit is a health and wellness credit card that offers flexible financing options, so patients can pay over time for the care they want or need, subject to credit approval. When money isn't the obstacle, patients say yes. Want to make CareCredit part of your practice's offerings and strengthen case acceptance? Email me at kevin@kevinspeaksdental.com and let's make it happen for your team. ------------------- If you work chairside, you know that good isolation and retraction can make a big difference in how smoothly a procedure goes. Keeping the field dry, maintaining visibility, and giving the clinician the access they need can help everyone work more efficiently. ISORETRACT is designed to support that process by providing isolation and retraction during dental and orthodontic procedures. It can be especially useful in practices handling orthodontics, clear aligner cases, Invisalign treatment, and cosmetic procedures where maintaining a clear, controlled working field is important. The goal is to make isolation easier for the clinical team while also helping create a better experience for the patient. Want to see what ISORETRACT could look like in your practice? Visit https://isoretract.com/ to learn more and see how ISORETRACT can help make isolation and retraction easier for your dental team. ------------------- Starting a career in dental assisting can feel overwhelming, especially when you're trying to figure out what you actually need to know before stepping into your first practice. The right preparation can help you walk in with more confidence and a stronger foundation. Dental Ready is built for aspiring dental assistants who want to prepare for the profession before taking that first step. It focuses on building the knowledge and confidence needed to enter a dental practice, while also preparing you for the people and teamwork that are part of the job. If you're getting ready to start your dental assisting career, visit https://dentalready.ai/ and use code DANation-DR1 to get 10% off. Dental Ready can help you build the knowledge and confidence you need to take your first step into the profession.
In this episode, Co-Founders & CEOs of Areo Dental Group, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj, share how they grew their dental practice from a single location to nearly 10 locations. They discuss recruiting and developing dentists, building scalable processes, maintaining clinical quality and their strategy for continued growth.
The biggest cybersecurity threat to your dental practice may not be a hacker trying to break through your firewall. It could be a vendor you already trust. In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with Anthony Jurjevic, CISSP, founder and CEO of Techspedient, to uncover the cybersecurity risks many dental practices do not realize are already inside their networks. With more than 25 years in healthcare IT and cybersecurity, including over 15 years focused on dental technology, Anthony explains why vendor access, outdated credentials, shared passwords, and poorly managed remote access tools can leave practices vulnerable. Anthony explains how practice management companies, imaging vendors, billing services, patient communication platforms, phone systems, and other vendors may have ongoing access to a practice's network. The problem is not necessarily that these vendors are unsafe. It is that many practices do not know who still has access, how that access is being monitored, or what happens if a vendor's credentials are compromised. The conversation also tackles one of the biggest misconceptions in dental cybersecurity: being in the cloud does not automatically mean your practice is backed up or secure. Anthony shares how attackers can compromise a workstation, use saved credentials to access cloud-based patient information, and quietly steal data without encrypting an entire network. He explains why modern ransomware attacks increasingly focus on data theft and extortion, making traditional backups only one piece of a much larger security strategy. Dr. Len and Anthony also discuss HIPAA compliance, what happens after a ransomware attack, the importance of cyber insurance and forensic investigations, and the practical steps dentists can take right now to identify vulnerabilities. From auditing vendor access and removing former employees to testing backups, enabling multi-factor authentication, and conducting third-party cybersecurity assessments, this episode gives practice owners a practical look at protecting both their patients and their businesses. What You'll Learn Why trusted vendors can become one of your biggest cybersecurity vulnerabilities How unattended remote access can expose your dental practice Why being "in the cloud" does not automatically make your data safe How modern ransomware has shifted from encrypting data to stealing it Why backups cannot protect you once patient data has already been stolen What "HIPAA compliant" software really means for a dental practice What to do immediately after discovering a possible ransomware attack Why individual user accounts are safer than shared passwords How to audit vendor access, administrative permissions, and former employee accounts Why multi-factor authentication should be enabled wherever possible How penetration testing can reveal weaknesses before an attacker finds them — Key Takeaways 02:13 Your Vendors Have the Keys: The Cyber Risk Dental Practices Ignore 03:45 Meet Anthony Jurjevic 05:35 The Hidden Risk of Vendor Access 09:55 Why the Cloud Is Not a Backup 13:12 Ransomware, Data Theft, and Cyber Threats 17:57 What HIPAA Compliance Really Means 19:42 What Happens After a Ransomware Attack 24:54 Simple Ways to Protect Your Practice 26:20 The Danger of Shared Credentials 30:06 Testing Your Practice's Cybersecurity 32:15 Lightning Round 35:55 Connect With Anthony — Connect With Anthony Email: ajurjevic@techspedient.com Phone: 732-275-2708 Company: Techspedient - https://www.techspedient.com/ Anthony is also offering Raving Patients listeners a free simulated phishing attack for their practice. There is no obligation or sales pressure, and practices receive the reports so they can see where their vulnerabilities may be and address them with their IT provider. — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!
In this episode, Co-Founders & CEOs of Areo Dental Group, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj, share how they grew their dental practice from a single location to nearly 10 locations. They discuss recruiting and developing dentists, building scalable processes, maintaining clinical quality and their strategy for continued growth.
Most dentists look at their profit and loss statement but miss the numbers that actually drive practice growth. In this episode, Kevin Bray of Dental Accounting Group shares the key financial metrics every practice owner should monitor to improve profitability, increase production, and make smarter business decisions without getting lost in spreadsheets.Kevin explains why accurate bookkeeping is the foundation of every successful dental practice and how benchmarking against similar offices reveals hidden opportunities for growth. He breaks down the importance of tracking production per hour, hygiene performance, staff costs, collections, and new patient flow while emphasizing that increasing production often has a greater impact than simply cutting expenses. The conversation also explores case acceptance, team alignment, marketing strategies that actually work, practice overhead, hiring associates at the right time, and planning for future partnerships or ownership transitions. Throughout the discussion, Kevin reinforces that understanding your numbers allows you to make confident decisions, reduce stress, and build a more profitable and sustainable practice.Connect with Kevin Bray! Website:https://dentalaccountingpros.com/ Email:kevin@dentalaccountingpros.com --------------
Hey there Voices of the Bench community, this is Trish Jones with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS Emax Zirconia offers multiple fast-fire protocols designed to help save you valuable production time while maintaining consistent results. Time is money in every lab. Don't wait. Reach out to your local Ivoclar rep today and discover how IPS Emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one.Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. From polishing hearing-aid earpieces to becoming the first female clinical dental technician to qualify in the UK, Caroline Kirkpatrick has taken a pretty incredible—and definitely unconventional—path through dental technology. Caroline joins Barb and Elvis to talk about how a broken denture repair sign outside a dental laboratory sparked her interest in the industry, her early years learning crown and bridge, orthodontics, and working in a dental hospital, and how her curiosity pushed her to learn every side of the profession. Eventually, that curiosity led Caroline to become one of the first four technicians accepted into the UK's pioneering clinical dental technology program in 2010. But Caroline's story doesn't stop at the bench. She built her own laboratory, taught dental technology, treated patients clinically, raised a family, and continued pushing herself into digital dentistry. She shares how she experimented with early digital workflows, 3D printing, digital dentures, and eventually exocad—and why she believes the best digital workflow isn't necessarily the fanciest one, but the one that actually works in the real world. Caroline also talks about working with her sister and daughter in the family lab, the importance of exposing young technicians to different laboratories and workflows, and why sharing the mistakes you've made can sometimes be one of the best ways to help someone else learn. From Scotland to the world of digital dentures, this is a great conversation about curiosity, adaptability, education, and never being afraid to learn something new. You know what's expensive in a dental lab? Most people would say the mill, but the real cost is downtime. When production stops, everything backs up—cases get delayed, technicians get frustrated, and customers start asking questions. That's why reliable equipment matters. Roland DGA's DGSHAPE DWX milling solutions are built for dependable production, helping labs stay on schedule and keep work moving day after day. Less downtime means fewer surprises and more time doing what your lab does best. And when your equipment is reliable, your customers notice the difference. Reliability isn't just a feature—it's the foundation of a successful lab. Visit rolanddental.com to learn more about Roland's DGSHAPE DWX milling solutions.Special Guest: Caroline Kirkpatrick.
Technology can help your dental practice do more—but it shouldn't replace the human experience that keeps patients coming back. In Part 2 of our conversation with Cory Pinegar, CEO of REACH, Dana Pardue and Sandy Pardue continue the discussion about the future of the dental team, beginning with the balance between automation, AI, and personal connection. Cory explains why technology should amplify good people rather than eliminate them and why some responsibilities are perfect candidates for automation while others still require empathy, communication, and human judgment. The conversation then turns to another major challenge: visibility. How do you know whether your front office is actually succeeding? Cory shares how REACH establishes clear expectations and measures outcomes so practices and team members can see what success looks like. From there, the discussion gets into some of the biggest opportunities practices routinely struggle to address—missed calls, overdue recare, outstanding insurance, unscheduled treatment, and patient conversion. In this episode: • How to balance AI and automation with the human patient experience • Why technology should amplify good employees rather than replace them • How clear expectations improve team performance • Why measuring outcomes creates better accountability and coaching • How REACH tracks performance and defines success • Which administrative responsibilities can be supported remotely • Why recare and unscheduled treatment often get pushed aside • The revenue impact of unanswered incoming calls • How AI-powered tools can support call coaching and insurance follow-up • Why continuous training matters long after onboarding • What Cory believes will differentiate the highest-performing dental practices of the future The takeaway? Growth may already be sitting inside your practice. Missed calls. Overdue patients. Unscheduled treatment. Insurance follow-up. Better conversion. The opportunity is there—but practices need the people, systems, visibility, and capacity to act on it. Learn more about REACH Visit getreach.co to learn more and schedule a conversation directly with a member of the REACH team. You can also connect directly with Cory Pinegar on LinkedIn or Facebook. Part 1 is available now. Start there for our conversation about staffing, remote team integration, training, technology, and creating more capacity for your dental team. Dental Drill Bits with Dana Pardue and Sandy Pardue brings you practical strategies for building a stronger, more productive and profitable dental practice.
Your dental practice is busy. Your schedule is packed. You are producing more. Maybe you are booked out for months.So what?Are you actually more successful—or have you simply created a busier, more expensive job for yourself?In this episode of Delusional: Winning the Weekly War of Dentistry, Dr. Todd Snyder challenges one of the biggest lies in dental practice ownership: that more patients, more procedures, more production, and a fuller schedule automatically mean you are winning.They don't.The number that matters is not simply what your dental practice produces.It is what you keep, what the business requires from you to create it, and whether the model you built is giving you the profitability, freedom, quality of care, and life you actually wanted.Todd confronts the comfort trap that keeps dental practice owners doing more of the same simply because the schedule is full and the business appears successful from the outside.More operatories.More employees.More patients.More procedures.More insurance write-offs.More overhead.More hours.But is there actually more profit?This episode explores dental practice profitability, dental practice management, dental business strategy, dental overhead, dental insurance, practice growth, fee-for-service dentistry, leadership, and why being booked six months in advance means very little if the business is consuming your time while failing to produce the return you should be getting.The question is not:“How busy are you?”The question is:“What are you building—and is it actually producing the business and life you want?”Stop measuring success by production alone.Stop confusing activity with achievement.And stop accepting the dental industry's definition of what a successful dental practice is supposed to look like.It is time to get uncomfortable enough to change it.
What if the practice you've spent years growing isn't actually worth what you think it is to a buyer? Jordin McEntire sits down with Brannon Moncrief, CEO of McLerran & Associates, to unpack what's really happening in today's private equity and DSO market. Brannon breaks down why crossing $3 million in revenue changes your options, what buyers actually screen for before they'll bid, and how EBITDA multiples are trading today. He also delivers a hard warning on roll-ups, exposing how these pitches quietly enrich the organizer while owners wait years for an exit that may never come. If you're a few years out from a sale, this episode will change how you plan for it.
Are the 2026 tax changes about to undo years of work in your practice? Dr Jesse Green and Brendan Campbell go through what the changes actually mean for a practice owner, and the answer is calmer than the headlines suggest. You will find out which assets are grandfathered and need no action at all, how far away the real deadlines sit, where changing the way your practice is owned could get more money into super, and which questions to put to your accountant about your trust and your bucket company before anything shifts. If you are a dental practice owner with a trust, an investment property or a super balance you are working to grow, you won't want to miss this episode. In This Episode: 02:39 Division 296 and the $3 million super balance threshold, and why super is still one of the best places to hold money 06:21 The 50% CGT discount ends 1 July 2027 and cost base indexation returns, so gains arising before that date keep the discount 13:34 Negative gearing limited to new residential builds from 1 July 2027, with properties acquired before budget night exempt until you sell 31:02 The 30% minimum tax on discretionary trust income, and what it changes for bucket companies 41:11 The restructure that can move money into super, create a deduction on the borrowing, and lift your cost base Notes on This Episode: The capital gains tax and negative gearing reforms discussed in this episode are now law, taking effect from 1 July 2027Division 296 applies an extra 15% to super earnings above $3 million, with a further 10% above $10 million. Both thresholds are indexed and may rise over time The 30% minimum tax on discretionary trusts, the loss carry-back measure, and the instant asset write-off changes were proposed as part of the 2026-27 Budget. Confirm current status with your accountant before acting Resources and Links: Learn more about Prosperity Advisors How Does Your Dental Practice Compare Against the Top Performers? Stay Up to Date by Following Dr Jesse Green on Instagram Connect with Dr Jesse Green on LinkedIn If you're a Dental Practice Owner looking to scale your practice, learn more about our Practice Max Program This episode was recorded on 21 July 2026. The information and commentary shared is general advice only. It does not take into account any individual's objectives, financial situation or needs, and it is not a substitute for advice about a specific practice or structure. Listeners should obtain advice from their own accountant, tax agent or licensed adviser before acting on anything discussed. Mentioned in this episode:Savvy Dentist Team Training BundleIf your practice can't run without you, it's time for systems - not more theory. That's why we created the Savvy Dentist Team Training Bundle - five powerful, system-driven programs including Front Desk All Stars, the Million Dollar Dentist, Practice Manager Masterclass, Advanced Treatment Coordinator Training, and High-Performance Hygiene. Each course delivers practical, step-by-step systems your team can use every day to build accountability and create a self-managing practice. Save $2,000 for a limited time — visit savvydentist.com/team-training.Team Training Bundle 2025
In this episode, Howard Farran sits down with JoAnne Tanner, founder of Tanner Management, a dental practice consulting firm specializing in acquisitions, financial due diligence, and operational systems. With more than 20 years of experience, JoAnne has guided countless dentists through the process of buying a practice — helping them avoid costly mistakes and build strong business foundations from day one. She's also the author of The Smart Dentist's Guide to Buying a Dental Practice, and is known for a clear, no-nonsense approach that makes complex transactions understandable. The conversation focuses on what dentists need to know before signing on the dotted line. JoAnne breaks down the biggest mistakes buyers make and how to avoid them, why financials alone don't tell the full story of a practice, and the critical reports every buyer should review before closing. She and Howard dig into how to spot hidden risks in hygiene, scheduling, and accounts receivable, why treatment philosophy differences between buyer and seller can make or break a transition, and how insurance participation — including Delta Dental — can shape future income. The episode closes on the most important question of all: how to tell whether a practice is genuinely sustainable or quietly declining. Episode #1728 : Dentistry Uncensored with Howard Farran, Howard sits down with JoAnne Tanner — founder of Tanner Management and author of The Smart Dentist's Guide to Buying a Dental Practice — for a no-nonsense look at what it really takes to buy the right practice. From the biggest mistakes buyers make, to why the financials never tell the whole story, to the hidden risks lurking in hygiene, scheduling, and AR — JoAnne breaks down how to buy with clarity and confidence.
How will AI change the future of dentistry? n this episode of The Lebanese Physicians Podcast, I speak with dentist and entrepreneur Fadi Abboud, founder of Eolocus, about how AI is transforming dental practices from patient retention and scheduling to practice efficiency, automation, and robotics. We also explore what the AI-powered dental office could look like in five years—and why the human connection will remain essential. #AI #Dentistry #AIDentistry #DentalTechnology #HealthcareAI #DigitalDentistry #FutureOfDentistry #DentalInnovation #FadiAbboud #LebanesePhysiciansPodcast #subscribe On YouTube @thelebanesephysicianspodcast and on all podcast apps
Returning guest Travis Slade, CPA and President of Uluru Advisors, joins the podcast to discuss tax planning and wealth-building strategies for dental practice owners. He shares insights on maximizing tax savings, evaluating new savings options for children, and creating long-term financial opportunities through practice ownership. Episode highlights: Tax accountant vs. tax attorney: understanding the differences Common tax-saving opportunities dentists often miss Basic versus advanced tax planning strategies Understanding Trump Accounts, Roth IRAs, 529 plans, and UGMA/UTMA investment accounts for children Smart ways to build wealth for children through early investing and practice ownership Ready to thrive as a dentist and a mom? Join a supportive community of like-minded professionals at Mommy Dentists in Business. Whether you're looking to grow your practice, find balance, or connect with others who understand your journey, MDIB is here to help. Visit mommydibs.com to learn more and become a part of this empowering network today!
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of the Shared Practices Podcast, we explore what it truly means to step into the role of CEO of Your Dental Organization. As a dental provider scaling from a solo operation to a multi-practice group, your leadership leverage increases significantly as you multiply your impact across a larger team. However, elite dental leadership requires shifting your mindset away from strictly clinical work and focusing on three distinct horizons: long-term vision, medium-term strategic planning, and short-term execution.To achieve sustainable dental growth, your business vision must be rooted directly in your personal life goals. Because the CEO of Your Dental Organization ultimately serves the practice owner, every strategic decision should align with your desired income, clinical schedule, and vacation time.Here is your framework for mastering dental business strategy and leading your practice:Design Your Life First: Define your ideal schedule, target income, and preferred dental procedure mix (such as focusing heavily on surgical implants). Let those personal goals dictate your dental practice's long-term destination.Focus on the Bottleneck: Adopt an Elon Musk-style approach to daily dental management by identifying and spending your administrative time solving only the single biggest constraint facing your business each week.Play the "Whac-A-Mole" Game: Understand that solving one dental growth constraint—such as hiring a third hygienist to improve patient flow—will immediately trigger the next bottleneck, like needing to fill that new hygienist's schedule.Translate Vision to the Team: Convert your personal dental ownership goals into a team-centric mission. Emphasize how adding an associate doctor improves patient access to dental care and provides the staff with more flexible schedules.Enforce Core Values: Establish a shared set of actions to define your dental practice culture. Use these core values to ensure your team's behavior stays on course, allowing you to quickly identify and correct toxic team members.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Why do so many dental professionals struggle with instrument sharpening, and what impact does it have on patient care, efficiency, and instrument longevity? In this episode of A Tale of Two Hygienists, Jessica and Dave sit down with Jennifer Simoncelli, RDH, to discuss one of the most overlooked aspects of clinical success: instrument maintenance. Jennifer shares what inspired the development of XpressEdge, how it simplifies the sharpening process compared to traditional methods, and the real-world results practices are seeing after adopting it. If you've ever wondered whether your instruments are performing at their best, this conversation offers practical insights that every dental team can apply. In This Episode: Why instrument sharpening remains a challenge for many clinicians. The inspiration behind the development of XpressEdge. How XpressEdge differs from traditional sharpening methods. Feedback and success stories from practices using the system. The one thing every dental office should know about instrument maintenance. Connect with Our Guest: Jennifer Simoncelli, RDH Email: JSimoncelli@Nordent.com LinkedIn: linkedin.com/in/jennifer-simoncelli-rdh-64569a54 Contact the Hosts: Jessica Atkinson Email: jatkinson@endeavorb2b.com Dave Torres Email: dtorres@endeavorb2b.com This episode is brought to you by our friends at Nordent. To learn more about XpressEdge and explore their full range of dental instruments and products, visit www.Nordent.com.
Sometimes the biggest threat to cash flow isn't empty chairs, it's not believing in the value of your services.In this Fail Forward episode, Sadie Stewart shares the story of a dental practice consulting engagement that felt, at the time, like a painful professional setback. Despite improving collections, tightening systems, and supporting the team through serious cash flow challenges, one deeper issue kept holding the practice back: a generous owner dentist who wasn't ready to change the discounting habits that were undermining the business. Sadie eventually made the difficult decision to step away, only to be called back later in an entirely different role as a neutral professional during a difficult practice transition. That experience opened a new path into conflict resolution, mediation, and dental practice transitions, reminding us that failure isn't always the end of the story. Sometimes, it's the moment that redirects your career toward the work you're uniquely equipped to do.Listen in for a quick, honest reminder that the setback you're carrying may be pointing you toward your next meaningful chapter!Listen to Sadie's Other Episodes Here:Cloud, AI, and Teamwork: The Easy Way to Onboard New Practice Management Technology | Sadie Stewart | 556 – The Dental Marketer PodcastHost: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/Join this podcast's Facebook Group: The Dental Marketer SocietyLove the Podcast? Follow on Your Favorite App! https://lnkfi.re/TDMPod Click to read full transcript Sadie: Aloha. This is Sadie Stewart from Honolulu, Hawaii, and this is my Fail Forward story about turning a professional setback into a very meaningful growth experience in my career. I've been consulting with privately owned dental practices for about ten years, and when I think about a failure that ultimately led to growth and new opportunities, one client immediately comes to mind. At the time, I was still a relatively new consultant. I was excited and determined to help transform a practice that had been struggling with serious cash flow issues. Because I knew finances were already tight, I wanted to be respectful of my consulting fees and focus on strategies that could create the biggest impact using the team they already had. We took a very holistic approach. At first, we cleaned up patient accounts, reviewed aging reports and accounts receivable, worked through insurance claims to increase collections, improved billing systems, and implemented strategies to recover outstanding balances. We also focused on schedule management, making sure the doctor and hygiene schedules stayed as full and productive as possible. Every week, I ran reports, measured progress, adjusted strategies, and kept looking for ways to improve the practice's financial health. But every month, I noticed the same pattern. Thousands of dollars in treatment were being discounted or written off, all personally authorized by the dentist. No matter how much we improved collections or filled the schedule, we could never outpace the revenue that was walking out the door through unnecessary discounts. I realized the problem wasn't a systems problem; it was a mindset problem. The dentist had an incredibly generous heart, as most do. He genuinely wanted to help every patient and often felt uncomfortable charging the full value of the care he provided. I spent a lot of time talking with him about the psychology of dentistry. I explained that there were really two sides of owning a practice. One side is definitely caring for patients with compassion, but the other side is running a healthy business that can continue serving those patients, pay the team, invest in new technology, and keep the doors open. I also had to explain that because he was contracted with insurance companies, routinely discounting services could create compliance issues with those agreements. The staff had become discouraged. They worked incredibly hard to collect balances, improve accounts receivable, and follow our financial policies, only to have the dentist override those efforts by giving additional discounts. It created confusion and frustration, and it made it nearly impossible for the systems we had built to succeed. After several months, I had to make one of the hardest decisions of my consulting career. I realized that despite everyone's best efforts, I couldn't want success more than the practice owner did. I respectfully stepped away from the engagement because I didn't feel it was right for him to continue spending his limited cash flow on consulting services when he wasn't ready to make the changes that were necessary. About a year later, I learned that the practice had been sold. The transition was incredibly difficult. There were disagreements between the previous owner and the new owner. The entire team was let go, and the situation ultimately required professional mediation. Ironically, I was asked to come back, but not as a consultant focused on operations; I was asked to come back as a neutral professional to help mediate the situation. This experience completely changed the direction of my career. It introduced me to practice transitions, conflict resolution, and mediation. I discovered an entirely new area where I could help dental practices navigate some of the most challenging moments of their business. Looking back, I once viewed that consulting engagement as a failure because I couldn't save the practice, but today I see it completely differently. That experience taught me that success isn't always measured by changing the outcome for one client. Sometimes success is allowing a difficult experience to shape your own growth and reveal a new path that you never expected. That one practice opened the door to an entirely new chapter of my consulting career, and because of it, I've been helping more and more practices and dentists through practice transitions and some of the most significant decisions they'll ever make. Sometimes the greatest opportunity is hidden inside the very thing you didn't think would work out.
Hey there Voices of the Bench community, this is Trish Jones with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS Emax Zirconia offers multiple fast-fire protocols designed to help save you valuable production time while maintaining consistent results. Time is money in every lab. Don't wait. Reach out to your local Ivoclar rep today and discover how IPS Emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one.Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. This week on Voices From the Bench, we finally sit down with someone we've been wanting to have on the show for a LONG time—Philip Gold! Philip grew up in the dental laboratory, quite literally pulling teeth out of formaldehyde bottles in his father Raymond Gold's lab in Atlanta. His father started the laboratory in 1946, and Philip eventually found himself following in those footsteps, although not without first taking a seven-year detour working for Williams Gold. That experience gave him the opportunity to visit laboratories all over the country, learn from some of the best in the industry, and see firsthand how different labs operated. Philip eventually returned to the family laboratory in 1980 and began the process of taking over from his father. What followed was a career built around learning, adapting, building teams, and—most importantly—relationships. Philip shares what it was like stepping into a leadership role at a young age, earning the respect of experienced technicians, and learning that being a leader isn't about knowing everything yourself, but understanding the work well enough to help the people around you succeed. He also talks about selling the laboratory to National Dentex with the goal of giving the business and its people an opportunity to continue growing, only to eventually find his way back into the laboratory world with By Design Dental Studio alongside his daughter Katie and Denise. And if you know Philip, you know he's never stopped learning. He currently holds six CDT certifications, including ceramics, crown and bridge, partials, implants, dentures, and digital. His story about preparing for the digital practical exam is a perfect example of his determination—his first practice run took seven and a half hours for an exam designed to be completed in just over five. So he reorganized, practiced again, changed his workflow, and eventually got it down to under five hours. And of course, Philip isn't pursuing certifications just for himself. He wants to set an example, motivate the next generation of technicians, and encourage more people in the laboratory to continue learning. We also get into the importance of customer service, why relationships are at the heart of this industry, and why sometimes the best thing a laboratory can do is simply pick up the phone and help. Philip shares his philosophy that when something goes wrong, you drop everything and make it right. We talk about giving back to the industry, the people who helped shape Philip's career, and how the dental laboratory community has always been willing to share knowledge when you're willing to ask. And yes… somewhere along the way we also hear the greatest “okey-doke” story in dental laboratory history. Special Guest: Phillip Gold.
Dr. Michael Filosi turned a neglected two-chair dental office with possums in the walls into the largest dental practice in Adelaide. Ten years later, the company could run without him, private-equity buyers were interested, and the business appeared to be an exit-planning success story. Then the joy disappeared. Michael went from emailing his accountant to closing the sale in only 81 days. He rejected the highest offer, selected the buyer he trusted to reach settlement, and walked away without an earnout or continuing role. When the money landed in his account, he felt as though he had escaped. The feeling lasted about one week. In this conversation with Jerome Myers, Michael describes the quieter challenge that followed the transaction: waking up without a company to improve, a team to lead, or a clear measure of progress. He had studied the risks of life after exit and avoided many of the obvious mistakes. He protected the capital, invested conservatively, maintained his relationships, and resisted rushing into another company. Still, knowledge did not eliminate the uncertainty. Michael shares how the loss of business achievement pushed him toward extreme discipline, why nearly a year passed before a new direction began to emerge, and why even a self-described lone wolf needs someone or something to lean against during the transition. The episode also explores his approach to enough. Michael believes wealth is created through concentration and protected through diversification. Rather than chasing another mountain, he is now optimizing for fulfillment, simplicity, family, health, and the ability to put his head on the pillow knowing it was a good day. His experience offers a field note every founder should hear before selling: being ready to leave the company is not the same as being prepared for the life the transaction creates. Thank you, Jerome Learn more about your ad choices. Visit megaphone.fm/adchoices
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.