Podcast appearances and mentions of kiera dent

Kiera talks with Chief Operations Manager Jeff and Dr. Andrew Sugg of Green Park Dentistry about identifying your dreams as dental leaders, and finding the path to get there. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today is such a special magical day on the podcast. I have two of my absolute favorite human beings. We have known each other for so many years. They are incredible, incredible dentists, practice owners, managers, like you name it. These two men are some of the most brilliant people I've watched in dentistry and I've watched them grow from beginning, very basics.   to this masterpiece of their life, of their community, of this practice that I truly think is such an example in this world. So Jeff and Andrew, welcome to the show. How are you today?   Jeff & Andrew (00:33) Great, thank you for having us. Doing well, thank you for having us.   Kiera Dent (00:37) You're so welcome. And I know it'll get a little weird, because when there's three of us here, it's always like, who's supposed to talk? So I'll try really hard to just call someone out. But honestly, guys, how does it feel to be, and I'll ask Jeff first. So again, I'll just riff through this. How does it feel from when we first met to where you are today? How does it feel? What would you even say? What's a word? Or what's the expression of where you started to where you are today? How was that experience for you, Jeff?   Jeff & Andrew (00:42) Yeah.   ⁓ if I had to sum it up in a word, looking back at myself in this experience, I think my younger self would look at today and be astonished that one, this is the career path I'm in that I didn't set out to. ⁓ you know, two, I started in this dental industry with zero experience other than knowing Andrew and listening to what he talks about when he comes home, to today.   that we have gone from a team of seven in this tiny building with five ops we started with to now a team of 20, 17 ops in a 16,000 square foot building. I literally cannot, I have to pinch myself being like, we did this, take a minute, let's reflect. I'm still kind of coming down from all of the renovation and the moving and calibration. ⁓   So every now and then I have to remind myself like, wait, this is our place, we did this. So take a minute and reflect. And I'm still kind of battling with that because I'm used to going full force. So I'm astonished.   Kiera Dent (02:16) It's amazing.   And Jeff, I'm so glad you said that. we've known each other. Jeff and Andrew have been clients of ours for years. This is like a client spotlight where we bring on people to just, I think, share their journey, share their experience. And for me to have like a proud mama moment of just being so freaking proud of where you are. And I agree, I'm astonished. It's not something when I met you too that I thought, would it be capable? But I do think it's all for all of us, like a pinch me moment. And for me,   What I love is seeing my favorite humans just flourish. And I feel like you guys give back to your team, you give back to your community. You're the good guys that I always want to win. And so I'm your biggest raving fan over here. Yes, have the life, have the experiences, do the things because you're just amazing humans that are contributing so much to this world. So I love that. Andrew, want to hear, and also Jeff, always you should just love Andrew so much and the fact that he brought you into dentistry. Welcome to the best profession ever. So kudos on that, Andrew.   Jeff & Andrew (03:07) ⁓ huh. Yes.   Thank you.   Kiera Dent (03:12) What about for you? How's this journey been from where you started? You and Jeff, think it's like adorable. Jeff literally had no clue. I remember Jeff, you're like, I don't even know what these things.   Jeff & Andrew (03:20) That's exactly what I was going to say. Like Andrew brought me and I was like, Hi, Kiera, I'm Jeff. And I don't know what I'm doing and I think I need your help. So I do have to throw in a kudos, a super thank you for guiding me and helping me get to this place. So yeah, you guys really helped kind of us.   Kiera Dent (03:32) my gosh, I   can't take the huge credit. Tiffany has been like the mass superstar for you guys. I've been able to be the proud mom on the side that's just freaking rooting for you all day long. But yes, I do remember definitely like, hi, your adorable glasses. Like you guys were just like dressed in white I think the night I met you and hi guys, super nice to meet you. So, Andrew, didn't mean to cut you off, go ahead.   Jeff & Andrew (03:47) No, it's okay.   I think that's it though, is you guys have really helped bridge that like my clinical side and love of dentistry and what I've always really enjoyed and still geek out over all the time. And you helped pull Jeff in and help him understand how he can kind of make this what he wanted to be. And I think that was something that kind of stuck with us ever since we first met y'all was that was on that weekend that we heard was   Like if you're not happy in your office, there's one person to blame and it's you, right? So it's like, you have the power, you have the energy, the time to put into that and kind of make it what you want. And I guess that's where like, my word would be excited. Cause I do feel like the more that we lean in and kind of just trust our gut and do the things that we kind of really want to do, it becomes more fun. We kind of are instilling in our team what you've instilled in us to kind of take that leadership and   work towards their goals and find their secret secrets that kind of stand out and really make them shine. And I think it's just, it's been really fulfilling and really exciting for us.   Kiera Dent (04:57) That's amazing. And I think for both of you, I remember, I feel like there was a pivotal moment. I don't know what year it was, but I feel like there was a moment where you both just hunkered down of what do want our life to look like? What do we want our practice to be? What do we this to look like? And I feel like that was your, I call them lightning bolt moments. And I feel like it was just like, from there, I feel like that's where momentum just skyrocketed for you. And I don't know if you guys remember that from persons on the outside looking in.   That's something that I really watched, but I'm just curious, like, did you feel that way? I'll start with Andrew first on this one. Did you feel that way? And if you did, like, okay, give me the thumbs up or like, yes, did you feel that way? That's question one. Let me be a better host here. Andrew, did you feel that that was something that changed for you guys in your practice?   Jeff & Andrew (05:37) Yes, no, I definitely did. it is hard though for me to put pinpoint. I think I had to lean into trusting having Jeff here and having you guys help him. It just allowed me to really focus and be that dreamer that I am. I'm definitely the dreamer. He's the implementer. So I think you helped us to find roles and understand kind of where we really can help each other, you know, kind of reach those goals together. So.   Yeah, I don't know the day or time, but I definitely felt like it was soon after meeting you guys and we just really felt like, okay, we can do this. it just, yeah, it's just magical. ⁓   Kiera Dent (06:14) It's truly magical. Thank you. Jeff, what about for you?   Jeff & Andrew (06:18) Yeah, ⁓ I remember several moments and I think a lot of ⁓ it was like a light bulb. I remember it was, you know, the career change and all that. It was hard for me, you know, going from the scientific, you know, yeah, marine geology, marine geophysics, so like offshore to now dealing with people.   Kiera Dent (06:22) you   Is it geology? Am I like making that up?   Jeff & Andrew (06:43) you patients, the public, it was crazy. I don't know what world I was in. But then I realized, you know, I was coming into the office. I am not enjoying coming into the office. I'm not enjoying this. And I started to see, you know, you know, at the time we called it staff or employees. And it was like that. Why are we doing what we're doing? Right. So you guys helped me realize that I'm the catalyst to change. We are. ⁓ And   Kiera Dent (06:43) Yeah.   It's real!   Jeff & Andrew (07:11) We had past experience of being treated poorly or maybe unfairly or just feeling unfulfilled. And I started to realize we're in this industry that I'm not enjoying going to work, so nobody else is enjoying going to work. Who can change it? That's me. And then I started to notice that it felt like people in their roles and their careers within the office felt unfulfilled or underappreciated. And it's like a dental assistant isn't just a dental assistant.   do the work that the dentist to allow the dentist to do his job. So without that, it's essential. So why don't we treat them like essential? So there was that moment that I walked into that door and I had you and Tiffany in my ear like, come in with a different energy, present differently. And I did, and I remember that moment. And I remember seeing people be like, whoa, this is a little different. Like, this could be a fun day. And I'm like, this is going to be a fun.   career. And then that started, okay, how can I make people's roles more fulfilling? How can we create growth opportunity? How can we show them that there's opportunity in our practice and they have the power to grasp that, to have a fulfilling life? We go to work every day for eight hours or longer, you know, so if they're not fulfilled there, how are we serving the people that are serving us?   Kiera Dent (08:38) That's incredible. And I think Jeff, this just highlights a lot of your leadership and like the growth I've seen in you. I remember Cranky Jeff, who did not enjoy going to the wards. Like, what is it? Yeah.   Jeff & Andrew (08:45) They call him Gilbert, that's my middle name. So that's   the ⁓ alias for Cranky Jeff.   Kiera Dent (08:53) like it. Yeah, I do remember those days and you were not happy in this and I don't think Andrew was super happy. Andrew, you've always been like one of the most passionate dentists I've ever met, which is so fun to see you like light up when you talk about dentistry and do all the pieces. Jeff, on the other hand, I think you kind of like drug him into this like, Hey, I need you in here. Gilbert, it sounds like was the one that and then Jeff came to the scene realizing like the the space for you and Jeff, that's something I really love to highlight is I think so many leaders don't realize it's within them.   Jeff & Andrew (09:01) you   Yeah.   Kiera Dent (09:21) because it doesn't look the way that they thought it was going to be. I just I'm excited to get into that. And I'm just curious. So you briefly mentioned you guys had this small practice in my mind. It's like purple or pink walls. Is that really true? Like inside?   Jeff & Andrew (09:33) It started   that way. It was like very dark green, brown, had purple. Yes, there was some magenta. Yeah. Yes. Very dark brown. Popcorn ceiling too. ⁓   Kiera Dent (09:39) knew it. It was like a dollhouse in my mind. Like it was like this like little like very short like ceilings. ⁓   Yes, not that great.   I remember being like, Tiff, this is where they work. Like, okay, looks like this. Like, I mean, how could you not have fun, Jeff? There's like colors of every rainbow on all the walls for you. Like, okay. ⁓ but you guys went from this small building to now this massive practice. You've got all these team members. but something I, I'm probably going to like butcher your vision just a little bit. but I remember hearing it when you said it and it stuck with me again. I think I'll get like the gist of it, but I remember you saying like, we are going to be like,   Jeff & Andrew (09:51) Yeah.   Yeah, yeah.   Kiera Dent (10:17) the dentist that the community chooses. Something like that. don't know how, I feel like I'm close to it, but I really loved that it was like, okay, we're gonna impact our community really largely. We want to be the place that our community chooses. And you did this whole expansion and I'm just curious, like, okay, what worked well? What didn't work well? What were like, let's just kind of go on like a fun road. I'm not gonna pick who like you guys can tag team over there, but I'm just curious of.   You went from Gilbert Jeff, who's angry to this like weird house that you're in to now this like amazing business building community. Like the impact you guys have in your community is amazing. You have all these team members. Like what were the highlights? were the like walk me through? I need to know what did you do right? What did you wish you would have done? What advice do you have for other people looking to go down this journey? That's something I think you've done so well.   but I think like it didn't come without a lot of learning and a lot of growth that I'd love you guys to just highlight. But also you did some things really freaking well too, so highlight that too. So ⁓ it's over to both of you, whomever wants to pick up the ball and run with it, it's yours. And tag team, because I'm sure both of you have very different perspectives on how that took place.   Jeff & Andrew (11:23) Well,   I can start because I think one thing for me that's been really amazing is like, really, you guys helped be our cheerleaders to say like, hey, if you stick with these things, you stick with these systems, it's really allowed us to kind of be ourselves. And in a way, that's what feels unreal. Like it feels really magical that like we get to be ourselves every day. We get to stick to like what our core values are. And it feels lucky that people appreciate that. And that shouldn't be like.   rare in the world today, but it really does feel that way. So I feel really lucky to come to work. I feel lucky. get to be honest and authentic with the people around me. And I think ⁓ that's been like the biggest, coolest thing to me, like through all of this is I think having you all as cheerleaders, I was really like the biggest thing because you move into this building and increase in our team size is kind of like, that happening? And then I'm like, I'm going to go do the dentistry. You, you guys figure it out and you're like, yeah, we're to hire some people.   Kiera Dent (12:17) Andrew's always pushing it off like, Jeff, I'm gonna   go do this, like good luck on all the fires. No wonder you a good one. I'll put it.   Jeff & Andrew (12:19) Yeah. Yeah. I'm like, can you stop being   the dreamer for like a year? need a break. Stop dreaming. Come down for second. Yeah. Yeah. Yeah. would say so, you know, kind of piggybacking off what we touched on earlier with elevating the team and that sort of thing. So when we did that, was kind of like positivity just keeps.   Kiera Dent (12:26) He just can't stop. That's amazing.   Jeff & Andrew (12:46) building, right? It's contagious. People want to be around it. People like it. They want to feel that way. So we did some work internally with the team and then we realized the team likes it. You know, this is real, you know? So then that immediately transfers to the patients and then to the community. So there's kind of like the little trickle effect there. So when patients start to come in and they're like, this is kind of fun. Everybody enjoys their job. I enjoy coming here. ⁓   or when I walk in, I feel happy, you know? It's like, that's the vibe we wanted and that Andrew and Dr. Parks, their dental work is exceptional. So pair it with that. And then the word gets out and it just continues to snowball. So as that's happening, we're like, maybe we should expand. Okay, so I think we can take on somebody else. Then we were, the plans kind of evolved and there was the first plan was to ⁓ double the size of the building that we were in.   Um, but then COVID hit. pre COVID we're like, we're going to do this. Let's plan it. We've got enough land to double the building. Let's get all this done. We actually used our waiting room as an extra spare room because we are kind of outgrowing our space. So business was getting bigger, but the project was not moving along at all. So we cut into the waiting room and we made six rooms and we're like, can we sustain this? Yes. We sustained it immediately. So, um,   Kiera Dent (14:04) Yeah.   Clever.   Jeff & Andrew (14:14) After COVID hit, said, shoot, what are we going to do? Like, we can't afford this expansion anymore. And then what does the timeline look like that just went out the window? we're like, let's pivot. If we were going to spend X amount of dollars here for this, it ended up being ⁓ about 2000 workable square feet that we would add to the practice. ⁓ So we started looking at, there buildings for sale around? And we kind of had a vision a long time ago.   Kiera Dent (14:37) Mm-hmm.   Jeff & Andrew (14:45) even before considering moving the practice itself, like there's some cool buildings in our community that could look beautiful. ⁓ So maybe we look into some of those ugly ones and that's what we end up doing. So we identified a building that was way bigger than what we needed. ⁓ However, the thing that we identified was the plumbing was around the exterior between the levels. So we thought that's super expensive.   Kiera Dent (14:58) Hahaha   art.   Jeff & Andrew (15:13) you know, ground up. So let's utilize some of this plumbing. We interviewed ⁓ several contractors. We chose one to do the original project expanding that building, but we chose another for this project because of our interview. So it took ⁓ a lot of back and forth to figure out who's going to work best with us and who's really going to build in some cost savings. Like with the building that we did buy,   We made sure that the contractor that we hired was going to retain as much material as they could. We had solid doors. like, save the doors. We'll paint them or reuse them. I don't want to buy a ton of new doors. we were able, the relationship started well. It ended well also, but that was the building blocks. Like, are you going to work with me or are you going to be like, let's tear it down and start fresh to make a buck? ⁓   Kiera Dent (15:53) Yeah.   Mm-hmm.   Jeff & Andrew (16:07) So that was a huge win. So we made a really good relationship with the contractor there. And then ⁓ he guided us through. And I think, you know, in the planning stage, architecture and engineering took a lot. And those were, ⁓ those were really the holdup, pretty much the engineer. So I would say stress on the engineering part first, because it's hard to make changes later, just because they don't typically work as fast, I guess.   Kiera Dent (16:33) for sure.   That's true. ⁓   Jeff & Andrew (16:36) takes longer, or in our case it was.   But ⁓ I mean, it might seem like you're being redundant about layout and switches and these sort of things. ⁓ It's not. Visit the practice as many times as you can while it's in construction. Talk to everybody on a day-to-day basis. I popped in here so many times and was like, I don't like where that light is, or people don't always listen. it...   stinks to be like, hey, I prepared all this stuff and this is what I want done. This is where I want everything and nobody looks at it. So it's like, you got to be there in person and kind of guide them. ⁓   Yeah, well, I also kind of I think you kind of point out like to make is ⁓ we really stuck to like our our goals and just ambition and just knowing that like, hey, we're just doing good things. And we're just trying to do good for the community. And like, how can we expand? And it was scary at times expansion. It was always very scary till we got here. Like we say, jokingly, when we were at the old building and we come over here, even bringing the staff, you could tell everybody's like, what the heck, this place is really big. We're going to lose each other like   Kiera Dent (17:36) As always.   Jeff & Andrew (17:46) We're not going to hear in our old office, I could hear our front desk and I could actually like tell them like, actually don't do that. You know, like I can correct people from like the room, you know, down the hallway and here it is a lot more space, but it's like, once we got here, we're like, how the heck did we all fit there? And then you just quickly fill the space and it's really, it's exciting. Cause yeah, I don't know. ⁓ you just gotta really like trust in, ⁓ your, process and your values and what you're working towards. And I do feel like it has been.   Kiera Dent (17:46) Hmm?   Jeff & Andrew (18:15) building up, like we're going to celebrate our 10th year in practice next year. And I think that's what feels unreal. Oh my God, it's this year. next year. Yeah. Next year. Sorry. Oh, year. Yeah. Oh, see? Don't even know. We need a break. But it just flies by, right? Like it's just... Yeah, we celebrate every year. For sure. And I think that is like, it is just kind of in a way, you just kind of stick to like little goals, kind of just keep it moving those like, hey, how can we make this better? What can we do? Oh, we need space. How do we solve that problem?   Kiera Dent (18:26) I don't know, it's just not dirty. Pop this celebration all the years. ⁓   Jeff & Andrew (18:43) and necessity just helped kind of push us along. And yeah, I think if we would have done the building before COVID, we probably would still be in our old office and kind of wishing we had more space. But in a weird way, I'm really happy that things worked out the way they did. ⁓ yeah, we've ended up here. So it's been amazing. I'd say on a team perspective too, like the team was really scared to be honest, like moving over here. There were concerns. ⁓ But... ⁓   Kiera Dent (18:58) always.   Jeff & Andrew (19:10) You know, when we said it first, were like, we're do, we're, we're going to do this instead. And they were like, Oh, so I think keeping them regularly informed and kind of showing them the things that we're doing. like, we made them a part of the process so they could be excited about it. We took them to visit when milestones were done. We'd like, Hey, meet over there. We'll, we'll talk about it. Um, we kept them involved in the process. And I mean, we we weren't like financially open about all of the things, but it was nice to be able to like, listen, we've got to buy.   cabinets and cabinets cost this much money. You know what I mean? So ⁓ we could do it, but we have to do this. So we want to take care of it too. So it instilled value and it's still excitement. And then helping, you know, getting votes on like color choices or that sort of thing involved them. And then before the move, they were really nervous about what it was going to be like in a space as large bringing on new team members. So with the help from y'all Tiffany, we   Kiera Dent (19:42) Yeah, yeah. huh.   Jeff & Andrew (20:08) We were like, okay, everybody write down what the specific concerns are. And then we're going to talk about how we're going to combat that. ⁓ So we're going to prep you with like the solution before a problem even occurs. And that was, that was helpful. And then we did move in one weekend, long weekend ourselves with some movers. It was crazy. And everybody pitched in and everybody just had fun doing it. And it was Labor Day weekend, so we had an extra day. Yeah.   Kiera Dent (20:20) So smart.   Amazing.   You're like, okay, we'll do it. I mean, Labor Day seems very fitting. It's labor, it's very intensive.   Jeff & Andrew (20:41) I know, right?   Yeah. But we didn't require anybody. like, hey, we're doing this. Like nobody's required to, but if you want to, we would love it and we'll make it fun. And it was good. then like, what, less than a month after we got slammed at the hurricane in North Carolina, the mountain. So that was a hurdle. We had a generator that was took the longest to get in the last thing installed. One the expensive things we bought and they didn't hook it up. Because the gas inspection.   Kiera Dent (20:49) and   Shoot. Uh-huh.   Thank   Jeff & Andrew (21:11) So double check your inspections, make sure the gas inspection is ⁓ like.   Kiera Dent (21:14) Yes.   Yeah, make sure   it's actually all prepped for in case of hurricane. But like, kudos to you guys. Like, I'm so proud of you and to hear, I love the two different perspectives. And I think something I hear is you are true to yourselves. want like, knowing that you want to be, like I said, I probably like butchered your vision just a little bit. Sorry on that. Like being the dentist that the community chooses and being the place that we can serve them. Well, you can only serve so many patients in six ops, which is like a makeshift six op. We were like five, realistically five and a half. So,   Jeff & Andrew (21:21) Yeah.   Kiera Dent (21:48) It's like, it's not like, if you build them, they will come. You guys already knew you had made this footprint. You knew what you wanted to do. I feel like you guys really hunkered in. You're like, we're going to be a part of this community. This is where we want to be. We want to change the lives of our employees. And I feel like in doing so, I think that almost gave you the, the steam. It's not like something I really love about both of you is on paper, you guys have really sexy numbers that I'm always like, love having them as clients. Like great job over there.   Jeff & Andrew (22:14) Yeah.   Kiera Dent (22:15) But as   human beings, mean, right? As a consultant, you're like, all right, like, look at my perfect, like, model students over here. Well, you guys are one of them. And I'm really proud of the numbers you put up, and I'm proud of the dentistry you do. But the piece is you grew because you wanted to for the impact. You didn't grow for the ego associated with it. And I think that that's so paramount because I think that that's why you guys still are happy. I think that's why you love coming to work.   going through that mayhem, if it's not your passion project, if it's not something you really want to do to serve and to give back and to have a bigger vision beyond the dollar signs, I think the dollar signs for you were secondary and the community and the impact was number one. And I think that's why, like, of course you got to pay for it. I mean, there's no doubt about that. I mean, maybe you guys are truly children of like the billionaires and who knows what world and I didn't know that about you. I'm pretty confident you're not yourself made of where you are over there, but like.   Jeff & Andrew (23:01) No. ⁓   Kiera Dent (23:06) Looking at that, feel like that's a huge probably differentiator of your success because it was built from passion, love, and a desire to give back while also being incredibly good. Like Andrew, you're an amazing clinician. And I think that having, like you said, Jeff, top-notch dentistry, Jeff, you're amazing at building this culture and this community of people that love and serve. I think combine that together, then want to give it back to your community. I feel like your success was inevitable and I'm just really proud of you. And Jeff, to hear about going to the inspections, I'm like, yeah, good for you because   How annoying is it when you walk in, like my husband and when we were building our house, they were gonna put our huge AC unit on the one side of our house that I could actually put like planter boxes and have stairs. And I was like, why don't we just move this over here? My husband tells me all the time, like, Kiera, that was one of your best moves. And I'm like, yes, because the function and the flow, like it would have been all of our neighbors. Where do you think their AC unit is? Right in the middle of the only usable space on the side of the house and they all put it. And I'm like, you're welcome. Or like little things like, like all of it.   Jeff & Andrew (23:56) Yeah, everything. Yeah. Yeah.   Kiera Dent (24:03) And so   just like making it a space that you wanna be in that you're proud of, I just really love and like hearing, I mean, you had an obstacle right after you started and I think some people could have gotten really down, but it's like, no, we built something bigger. It's not like a burn and churn. You guys wanna be there for the long haul. You want this to be a place you're proud of and I think that that just bleeds through. So I'm really proud of you and thanks for sharing that journey. And I wanna pivot to highlight both of you just a smidge because Andrew, I think you do something really special.   and you're able to mentor doctors really well. And I think that this is something that not all dentists are able to do. And Jeff, you're more than welcome to chime in on anything. Like at this point, guys, you should compliment one another. mean, hello, let me just make your life even better for you. But Andrew, can you walk us through, what do you feel are some of the things you do so superior? Like, I want you to brag a little bit. This is a moment where Kiera Dent is so freaking proud of you. Tiff is proud of you. Our company is proud of you. ⁓   because I think other people want to know how to do this. So I almost want to peel back the curtain just a little bit on what are some of the things you do really well in assembly? Like I said, Jeff, chime in too. Then we're going to reverse. We're going to talk about Jeff and Andrew, you can chime in on him. So like both of you can just schmooze each other tonight as well. You guys are going to have an amazing night post podcast. You're welcome. All right. But truly, Andrew, what are some of the things you feel set in part?   Jeff & Andrew (25:11) Yeah, thank you.   Well,   that leads into a great, was going to say, like, I feel really lucky to have Jeff, obviously. And I know not everybody has a Jeff or can trust someone as much as I trust Jeff. But I think obviously it can be very hard on our marriage. So that's one side note. And I know like a lot of couples that that happens. But I think I have to always. Right? know. Two years ago, I was worried. And in gay years, that's like 40 years.   Kiera Dent (25:38) I'm so proud of you. 10 years in and you still, I think, love each other, which is amazing. I think   everybody is. You're like, okay. But it's one of those things also though, I will say, like throwing it out to couples, when couples go through what you have gone through and you're able to like be through the thick and the thin of it, I will also give advice. Like when I watched people go through dental school, and Andrew, I'm sure you saw this, I was so angry at so many of our like friends that went through.   Jeff & Andrew (25:52) you   Kiera Dent (26:05) Like they went through the residencies, they got to the end and I'm like, you freaking made it. And that's when they get divorced. And I'm like, Oh, if you're to get divorced, get divorced during the hard times, but like you have made it. You've made it. And now it's like, it's a matter of like, we bonded together, we grew together. And I think like making sure that stays a priority in your marriage. You guys remember I was a marriage and finally therapist prior to this. Like that was my thing. I like, Oh, don't give up on what you like. You went through the freaking hardest years together. Now it's like, enjoy this amazing life we built together.   Jeff & Andrew (26:10) Yeah.   Right, yeah. All right.   Yeah.   Yeah   Kiera Dent (26:35) and don't lose sight of how grateful we are for one another. anyway, like off my   I hope all of you see the potential within yourselves and ⁓ I'd love to be a part of your story and your journey. So reach out, Hello@TheDentalATeam.com. And as always, thanks for listening and I'll catch you next time on The Dental Team A Podcast.  

Kiera gives tips to get your practice to become one where team members have accountability and ownership. Set clear expectations and empower decision-making. Create measurable goals. Celebrate those who achieve. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.834) Hello, Dental A Team Listeners, this is Kiera, and I hope you are just having an amazing day. I hope that things are going so well for you. I hope that things are just really, really, really incredible for you. I am so excited to be podcasting with you. I just truly, truly love and adore all of you. And I just think that the world of dentistry is such a great place for us to be a part of. And so today I just wanted to dive in. I wanted to give you guys some tips. I wanted to have some fun with you today.   And a topic that comes up often is how do we honestly help our team have ownership and accountability? It's something I hear a lot on sales calls. It's things that I hear from clients of, Kiera, like I just want my team to want to own this company. I want them to be accountable. I want them to feel like they own part of this. And so I wanted to just dig into this because the reality is there are a lot of ways to do this. And I just want to ask you, what would it be like if every team member in your practice actually took ownership? Like, what would it look like?   So today let's talk about how to make this happen. The reality is when we have accountability, there is better basic care. There's higher efficiency. There's like we get stronger team engagement. We're able to have better profitability in the business. We're able to have a happier, more cohesive team. All these things are super, super powerful for you. And the reality is that these are gonna be some effective strategies to help you create that culture of ownership in your practice. So.   You guys know us, we are the Dental A team. We love what we do. We love being here with you. We love serving you. We love giving you tips and tricks to make your practice even better and easier. So that's what we're about. That's what we're here for. And we are so excited to have you here. The reality is we have coached hundreds of practices, thousands of team members and helped them figure out exactly how to give this ownership feel, how to give accountability feels, how to be able to do these things within your practice. And I'm happy to share those things with you.   We do work in person and virtually with practices. We work across the nation and we do it in a fun and effective way. We're truly the experts in consulting and it's something that I just love and obsess of working with clients. Today, I just want to do this quick short actionable episode with you guys so that way you guys could go implement them. I like it to be tactical, practical, having a good time. What do you say? I'm here for it. I hope you're here for it. So step one to get this ownership and accountability is   Kiera Dent (02:16.386) Number one, you wanna have clear expectations and empower decision making. So something that we did just recently was we changed up job descriptions and we were able to make it to where people knew exactly what their decision making power was. And I thought that that was something so just weird. I was like, do people really need to have this? And what I realized is they do, they need to know, they need to know what is it? Like, what can I make decisions on? And Britt and I talked a little bit about these six principles.   of how to make decisions of like, number one is look into it, report it and I'll decide what to do. Number two is look into it, report alternatives with pros and cons and your recommendation. Number three is look into it, let me know what you intend to do, but don't do it unless I say yes. Number four is look into it, let me know what you intend to do and do it unless I say no. And five is take action, let me know what you did. Six is take action, no further contact required. And what's interesting is when you start to give team members   kind of even these levels, which one do you want them to do? How can they make it? What are the areas that they have control over to make decisions and really empowering your team? That way it doesn't fall all back onto to leaders. This really can help them start to feel a sense of ownership because now they know, they know their department, they know the areas that they can actually influence and impact because otherwise it just becomes blaming, it becomes waiting, it becomes like, hey, we don't really know. And so what you've got to do is you've really got to make sure that there's clear defined roles.   I notice the front office is often what I call sloppy soup. We don't know who's doing what, everybody's doing everything and no one is actually accountable. Nobody actually can do things. They have no idea what they're doing. And so let's get out of that. Let's figure out what are the clear roles, what are the responsibilities, and what is the KPI or key performance indicator? What is the number that that role is going to actually impact and have an effect over? That's really what we wanna look into. We wanna dive into that. That's gonna help them out.   Then within that, we help them also know what is your decision making authority and also who do you report to within that. What this now does is we've just set the rules of the game. Your team now knows who do I talk to? What can I make decisions over? What my number is? What my job is? There's a lot less confusion. And I know this sounds like so cliche and like, but Kara, that's really it. A lot of times the ownership just comes from a lack of clarity. It comes from a lack of, don't even know what I need to do. This is where we're going to be able to get.   Kiera Dent (04:36.27) people super empowered, super on top of it, super on their A game and helping them to really be able to make decisions. A lot of times people don't have ownership, not because they don't care, because they don't want to, but because they honest to goodness just don't know, like they feel they can't take the ownership, they feel they can't make the decisions. So I have really loved those six areas of how can I get feedback? So when Brit has a project or we're working on something new, so let's say we're rolling out a new project or we're hiring a new team member.   I try hard to tell Britt like, okay, this is a number four. So look into it, let me know what you intend to do and do it unless I say no. And when you're working with new team members and new leaders, sometimes they are gonna be at this like look into it, report and I'll figure out what to do. But that doesn't give a lot of ownership. That gives a lot of dictation and dictatorship rather than ownership. And so if you really, really want to have your practice flourish, help them know what the clear expectations are, what their role is, and then what their decision-making authority is.   There's a practice that I watched do this really, really, really successfully. Well, and what's interesting is the owner doctor picks, like they are, they're growing, they have multiple practices, multiple locations. And the owner doctor picks and says like, this is where we're going to actually have the practice be after that, the team members get to make all the rest of the decisions and it's leadership and then the office managers. And I think what's really incredible about that of the rules of the game have been laid out and then they're allowed to make those decisions. How much ownership do think this practice has? It's insane.   and they fall through and they're accountable because they feel that they actually can contribute. They feel like they can own this. And I think that's one of the biggest pieces to helping your teams have that. So that's number one. So call to action on that is like, your key responsibilities, figure out the KPIs, get clear job descriptions, and then help them know what the decision-making power is. How can they do this? And even start using those six steps. They really, really, really do help. It's been incredible to watch it work out. Step two is going to be making sure that they have measurable goals and accountability system.   What we're gonna do is we've got job descriptions, it's defined, they know what their number is, but now like what are the goals? What are we even reaching for? And then how do we follow up on this? So Tiff and I were talking about this with a client and it's interesting because when you actually have strong accountability with your practice, team members flourish. But if we don't have accountability, we don't follow up if something's off track. We don't look into it and ask them like, hey, I noticed this, what is your plan to get this back on track? This is going to really struggle because A, our numbers are going to go down.   Kiera Dent (07:02.678) And B, our accountability is really lacking. And it's wild because when you start to track your KPIs and we track them consistently, and then when they're off track, we figure out why and we get them back on track. Like it's this whole tracking progress and having follow through to make sure things are actually moving forward. Otherwise we just sit there. Otherwise team members are just like, well, we track numbers for the sake of tracking numbers, but what does it really matter? Or we don't even track numbers. You're looking for trends and we want to teach our team to look at these numbers, their KPIs, the numbers that they have.   We want to teach them to use these numbers to be able to be levers. and I talk about this often of how numbers are levers in a business. And once you know what your numbers are, you can actually then know, I raise our production? Do we need to increase our diagnosis? Do we need to increase our case acceptance? Do we need to decrease our costs? Do we need to make more outbound calls? Like what really needs to happen? And we utilize all those numbers to figure out exactly what we're doing with it. So it really becomes something of like,   tracking on a scorecard and all of our practices track it. We have team members tracking this. And then we teach leaders how to follow through with accountability. And accountability is really just being consistent in a lot of ways and empowering them like, hey, this number's off track. What's your game plan? What's your plan for it? And this way we can constantly review it. So we recommend tracking your numbers weekly and then reviewing them in depth monthly is what we do with a lot of our offices to make sure that our numbers are moving forward, that things are tracking in a really good way. This is what it's going to be. And what's crazy is   People who start using KPI trackers, people who start tracking their numbers with their team is going to be an area where they actually like truly they start hitting numbers that they've never hit and they're like, wow, just as tracking numbers, instantly we started to become more profitable. Instantly we start to have more production on the schedule. Why? Because we're focused on it. And what you focus on is what you're going to achieve. So if we're focusing on these numbers, you better believe they're going to start to increase. We then start to change systems and implement other pieces based on what the numbers are telling us.   Otherwise, we're not gonna change things. So this is where it's super powerful and super fun because now you've got numbers. You've got all these different pieces that are going to impact it and influence it that are really truly going to help you and your team thrive. So really building up a simple tracking system to track those KPIs weekly and monthly is going to exponentially help you. And then number three, when I think about ownership, like...   Kiera Dent (09:23.022) I don't know how to say this in a polite way, so I'll just say it. I also think for owners realizing that your team, you are still the owner and team members might not take as much ownership and that's not to say there's anything wrong. So I think also being like realistic with what's going on with it, but then also really truly highlighting those who take ownership. So within our company, we have our team read extreme ownership. We have pens, I'm not even joking. I have it right here, I saw it.   Literally, extreme ownership. have pens, there we go, sorry, extreme ownership. And we share it with our team and we remind them that we want them to have extreme ownership. I want them to take ownership of their position. I want our leaders to take ownership of their departments within the realms. Remember, we put the bumper lanes there of what are the realms and what can they do? And then I want them to truly take ownership of their practice. I want to constantly highlight team members that are taking ownership.   So we put that in our Friday five shout outs. put that in our core value shout outs. I put that in highlights in the team chat of celebrating and encouraging when people are taking ownership. And then if someone's not having that honest conversation with them of, this is what I'm expecting. What's going on? What are the hurdles? What are the stumbling blocks and how can we overcome those together? That way we can truly own our business. And I think when I realized like bottom line is a lot of team members may never care about the business as much as I do. And that's okay.   I really hope you heard that. That's okay. But there will also be a lot of team members who do care about the business like you do. They care about it maybe even more than you do and that's really beautiful. And so hold on to those ones who are truly incredible and they own all their positions and then also be okay when people aren't necessarily that way. They don't necessarily care about it as much as you do. That's also okay. But we wanna create a culture of ownership. We wanna create a culture of accountability and follow through. We wanna create a culture.   where we're following through on numbers and KPIs. And that's something that we're super, super, super paramount about doing. This is going to help you really have it. And it's wild, because when I watch offices highlight people and shout people out and I watch it within our team and I watch it within other teams, people start to follow through on that. We had an ownership award all last year and it was really fun to see who was winning ownership and who was the person who was taking this on and who was getting those MVP awards. And what's wild is you will see an increase for Rao.   Kiera Dent (11:46.446) you'll see an increase in culture and you'll see an increase in ownership being taken in your practice. So whatever you need to do to create a culture and recognition of that, I would recommend highly implementing that. So this was a quick down and dirty episode with you of these quick actionable items for you of number one, creating clear expectations and job descriptions, making sure that we really are super crystal clear and empower that decision-making ability. Then after that, we wanna make sure we've got tracking our KPIs with accountability and follow through.   So we don't just track for tracking, we track with actual follow through updates, making sure we're getting the results that we're looking for. And lastly, finding a way for us to celebrate those who are taking great ownership within our practice and our company, really truly empowering them, giving them the praise, giving them the recognition and teaching our team that this is the culture that we want. Giving them, like I said, the reading opportunities, different opportunities, letting them know this is the culture that we want to have.   We want extreme ownership. We want to have our team taking ownership. I want you to feel like this is your practice because it is. So if this is your practice, what do you want to do? How do we want to behave? What are the core values we want to be living by and really empowering your leadership team to influence and push that forward for you. The reality is this is going to be a way to help you increase ownership and accountability within your practice. And it seems so simple, but just because it's simple and easy does not mean that it's easy to execute on.   These things take office as time, it takes change, takes change to shift a culture, it takes change to implement ownership and accountability. And so really taking that on and committing to that, you are going to be so much happier in your practice. So with that, I honestly believe that if you want to build this high performing team with true accountability, ownership, really getting them to take it on, DM us, we're here to help you. This is what we do day in and day out. I would love to help you send us a message on Instagram.   or check out our website. We have a lot of leadership tips within our newsletter, so be sure to join our newsletter. Tons of free resources for you. And if you're like, hey, I wanna go to the next level, I want you to help our team, I want you to be able to do this, reach out. This is where we're able to help you get ownership and accountability within your practice. We have these conversations with your office manager, so you don't have to. We have these conversations with team members, so you don't have to. And it becomes something where we really can grow these teams to have high accountability, high ownership.   Kiera Dent (14:01.9) and being able to have that culture within your practice. So reach out. This is truly what the Dental A team does. This is what we're about. This is what we love to do. We are truly the best in the business at doing this. And I know that if you implement these things, you are going to see a very different practice. You're gonna see so many great things happen that you will be shocked and so happy. And with that guys, always, always, always, always make sure that the culture that you want is the culture that you're creating. You as leaders are the ones who are creating the culture. So make sure it's the culture that you want.   And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.  

Kiera is joined by Dr. Christy Moore of Moore Smiles to talk about how Dr. Moore has maintained her passion for dentistry over the decades, including providing solid leadership for your team, keeping an amazing culture, and branching out to services like Botox. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01) Hello, Dental A Team listeners, this is Kiera. And today I have such a special guest. I love this woman so much. She has been a client of ours. She's been a dear friend of mine. This woman just makes you want to be a better human. And she's an incredible dentist, has some really fun ideas. I want her to come on and just share like a super unique way she runs her practice and just let you guys know this woman who I've just been so lucky to know for so long. Welcome to the show, Christy Moore. How are you today, Christy?   Dr.Christy Moore (00:27) I'm doing great, Kara. Thank you so much for that introduction. How about yourself?   Kiera Dent (00:30) Yeah,   I'm doing really, really well. It's been a podcast full day, but it's been fun. You're my last podcast of the day. So always an exciting thing. But Christy, you're such an incredible human. I feel like the world needs more Christy's. So I feel like you should tell them a little bit about who you are, where you're practicing, a little bit about your journey to practice ownership. And then like I said, she's doing something so special that so many offices are trying to do that can't do it successfully and Christy, you've done it. So.   Dr.Christy Moore (00:45) Thank you.   Kiera Dent (00:57) Just kind of tell everybody, like, how did you get into dentistry? What's kind of your path to where we are today?   Dr.Christy Moore (01:03) Yeah, so I actually started in dentistry all the way back in 1995, which was quite a few years ago. I started out as a dental assistant and then went to high-teen school, work, yeah.   Kiera Dent (01:13) That's why I like you. I had no clue you   were a dentalist. This is why we connect, Christy, all right? It says so much about you now. I get it, I understand.   Dr.Christy Moore (01:18) Yeah.   So I did, I did hygiene for about 10 years and then I went to dental school. I got out of dental school in 2012 and knew that I wanted to own my own practice and came out of the gate purchasing a practice from a previous Dr. Moore, no relation. We still kind of get people wanting to know like if that's my dad or my uncle, there's no relation whatsoever. But it came out in 2012, bought my own practice and started, started right out of the gate being an owner at that point.   Kiera Dent (01:52) That's incredible. And do you regret it? Because so many students straight out of school are like, ah, like, I don't think I'm ready. most of them are like, no, just buy. Are you so glad you bought right from the get go? Or do wish you would have like done an associate ship if you could do it all over again?   Dr.Christy Moore (02:06) I'm glad that I bought straight out of the gate. I kind of had an idea of like how I wanted to run the practice. I think being in dentistry for a few years before I even went to dental school, I knew what I liked, I knew what I didn't like. So being able to just start out and then own my own practice and then kind of build it from there was kind of nice.   You know, I didn't go in and change things immediately that the previous owner had been there for 40 years And so like I kind of slowly started implementing things and changing things like he didn't even have Computers so, you know you come out there's they were still scheduling on the little piece of you know The book we had to like erase it and all that stuff So ⁓ it we didn't have internet in the building, you know, and I come from like having internet. Yes. Yes 2012   Kiera Dent (02:50) 2012?   Dr.Christy Moore (02:53) So it was an event to get things up to par. But I'm so glad that I did it that way because the team that I lost team members, of course, but then the team members that stuck it out with me, like I still have one to this day. And she's one of my ride or dies and just levered her dead.   Kiera Dent (03:04) course.   That's amazing. I think that that's something like, I can't imagine. I mean, this is a true definition of a sleeping practice, Christy. Like I tell everybody, like, you want to buy a sleeping practice, like paper charts. I've never had anybody with no internet. And when I first started assisting, so let's think it would have been in 2003. So that's when I first heard we had a paper book and they like erased it, but that was 2003. I mean, you were multi-years post that and still   Dr.Christy Moore (03:35) Mm-hmm.   yeah.   Kiera Dent (03:41) Yeah, and I remember like erasing, like Terry was her name up front, it was my first office. They had the like suction, we're gonna spit in it. I thought it was disgusting, but I'm like, sweet, now don't have to worry about the UV light. I have no way to suction as an assistant, so that was kind of handy for me, but also disgusting. But I remember like, erase it out. I'm like, this seems so archaic, but YOLO. So here we go. Wow, okay. So then you bought the practice in 2012, no nothing.   Dr.Christy Moore (04:00) Yes. Yes.   Kiera Dent (04:09) kind of walk me through your practice journey. Like where did you go? Like how many team members? What was kind of the, I mean, you basically had like nothing but up from where you started. So that was a positive, like internet, paper charts. So kind of walk me through, you started there, where are you now today? What does your practice kind of look like? And then I'm gonna ask another question. I just wanna like get to that. Then I have.   Dr.Christy Moore (04:21) Yes, yes.   Yeah, so when I started out, I bought the practice and we had two hygienists, an assistant and a lady up front. And when I came in and told them that we were gonna go, yeah.   Kiera Dent (04:40) I wanted to die. You're like, I'm   gonna take away your paper and pencil and she's like, what? ⁓   Dr.Christy Moore (04:45) yeah, she quit immediately. Like I told her we were   going to get the computers and she turned in her notice. So yeah, that was immediate. So that was like the first change I had to overcome. So that was kind of interesting. ⁓ But yeah, so every, it was always funny because every time we had a change, things just got better. Things got better each time, you know, and like even like one of the hygienists that I had.   Kiera Dent (04:51) believe it.   Yeah.   Dr.Christy Moore (05:09) I told them we were gonna get digital x-rays, know, because we still had the old school x-rays for a while. When we went and got the digital x-rays, she prayed that Jesus would come back because she didn't want to have to do the training. I was like, seriously? Like you prayed that so that we didn't have to do the training? But yeah, there's people, people don't really like change, I found out. So.   Kiera Dent (05:19) What?   you   No, not at all.   Wow. I used to pray, I remember telling a dentist, I had a really strict dentist on our x-rays and I remember saying like, I hope I can make it into heaven if I can't pass x-rays off with you. Like I had a lot of sass as an assistant and that was what I was praying for Jesus for, but not to not have to learn it. Cause honestly, man, cause in dental school, like assisting school, I learned on film, like, which is so...   Dr.Christy Moore (05:42) haha   Yeah.   Mm-hmm.   Kiera Dent (05:54) embarrassing because I don't feel like I'm really that old but like truly I did. I remember taking the x-rays on Dexter and then when I went to a practice and it had digital I'm like hallelujah you can actually see where your misplacement of your x-ray machine is. I'm like this is so much faster like rather than waiting for it to come through then you're like oh shoot we cone cut and I had no clue like I can't imagine why anybody would be stressed to learn that because I'm like it was so much easier than film. So much easier.   Dr.Christy Moore (06:01) yeah.   Yes.   Yeah.   Yes, yes,   absolutely. But that was the thing, like I think that you were a better, you know, x-ray taker before because you did not want to have to wait, you know, five minutes and then retake it and made another one. So you're like, okay, I want to make sure that I know how to do this and do this efficiently so that I don't have to take it again.   Kiera Dent (06:39) mean, maybe that is why, because I was the one who actually trained a lot of the Midwestern students on radiology. They were having the doctors teach it and I was like, listen, guys, I'm not trying to tell you what to do, but I know you're not good at this and I'm actually really good at this. So why don't I teach these doctors how to like crush their FMX rather than you like, I'm like, you cone cut left and right guys. Like again, nothing personal. I'm just really good at this. So, but yeah, maybe that's why, cause I did learn on film originally and then went to.   Dr.Christy Moore (06:59) Yes.   Kiera Dent (07:06) by digital, but okay. So you go through this, you have an assistant praying for Jesus to come such an afternoon. Just go, okay. Now, now where are you at, Christy? Where's, where's life on the practice for you?   Dr.Christy Moore (07:12) Yes, yes.   So now   we ⁓ practice in Sweetwater, Tennessee. So it's a small rural town. I have no idea how many people are there, but it's not a whole lot. But it's funny because now we have three doctors. I think we have four assistants. We have four hygienists, a treatment coordinator, an office manager, and an insurance coordinator, and two girls up front.   Kiera Dent (07:43) So, and she has internet and likes computers. So we're good on that. That's incredible. You went from two to four and are you working on a second location? I feel like I've heard from Tiffany, like there's a mix with your friend, but like, is there a second location, just a solo location? What's kind of your plan with   Dr.Christy Moore (07:47) Yes. Yes.   It's a solo location, but I do have a friend that I went to dental school with and she actually is working in an office that's really just kind of down the street from me. And so we've been, I've been helping her quite a bit with that because she didn't really want to like, you know, run the practice or anything like that. And so I was like, well, I'll help you all that I can. So that's what we're kind of doing there, but it's an endo practice and I do not want to do endo at all.   Kiera Dent (08:26) You're like,   you will say good friends, you do your thing, I'll do my thing. And yeah. Exactly. And I know Tip just loves you. She loves coming to you. I know something that you have highlighted for me, like just in my time knowing you is one, you're always so positive and you're so fun. You make me laugh. But I think about your Christmas parties, like your holiday parties with your team. It's like sleepover at Christy's house, which.   Dr.Christy Moore (08:30) Yeah, I'll refer all my endopations to you.   Kiera Dent (08:48) Most doctors would never do that. And I just love you like, yeah, they love it. They come over, we do party, we have a slumber party, which I just think says a lot about you. So I'm curious, Christy, like something I think you do really well. Don't worry, there is a teaser. I want you guys to hear something she does really special, but I think you also do incredible for culture. What would you say to like owner doctors going from where you were to where you are today, having the culture that you built? What are some of the tips that you think you've done specifically as the owner and with your team?   to have this amazing culture that you run, Christy. Like you just have a fun culture that's amazing.   Dr.Christy Moore (09:20) ⁓ I think that my biggest thing is that I just try to treat people and treat my team the way I would want to be treated. You know, I was a team member for so long that that's all that I really knew. And sometimes I think it kind of came back and bit me a little bit just because I did allow things to go on a little bit longer in the beginning. But ⁓ I think treating people the way that I wanted to be treated has just been my motto for everything. The same way it was like dental stuff. Like I do for people in their mouth what I would want done.   in my mouth, you know? So I think if you kind of live by those rules, then how can you go wrong?   Kiera Dent (09:57) No, I agree with you. And Christy, this is just like your Southern hospitality. I'm always like, I want to go to Sweetwater and just have you be my dentist and work for you. Like just an amazing place that you do. I think kudos to you for doing that. I have a question. If you were to go back to 2012, you're buying this practice, what would be like the one, two or three, I'll allow it to three, things that you would tell yourself to get into place or things to know? Because I think so many owners are maybe where you were in 2012. Again, I have Wi-Fi.   probably have at least a computer in the practice. But you know, you never know. I'm always shocked at what I, I walked into this office, he's elite, you know him, he's in our group. And I walked into his practice, I've been coaching for a while, like this man is doing really, really well in his practice. And I walked in and I was like, you have paper charts? Like you didn't bother to tell me for a year that this was maybe an issue? And he was like, no, it's fine. And I'm like, it is not fine. Like, what are you doing?   Dr.Christy Moore (10:45) you   It is not fine.   Kiera Dent (10:51) like let's get you updated real quick. Kudos to him. I don't think usually doctors are that open to changing and he did so like mad kudos to him. I was like, Christy, I'll tell you off podcast air who this was and you will be shocked to like, wait, what? He's so like up to date on things. And I was like, okay, here we are. But if you could tell yourself back in 2012, what are like one, two or three things that you feel would just be good tips of advice for someone buying a practice or taking over a team or the growth you've had in the last 13 years?   to get to the level that you are, because you're still happy, you still love dentistry, you still enjoy it, like there's still sparkle in your eye, don't, like every time you come to our calls, I don't feel like Christy's like dead on the ground, like she hates her life. Like I know you have moments of that, but I still think you're very happy. So what would be some things you would tell yourself going back into that back in 2012?   Dr.Christy Moore (11:39) I think one of the biggest things, this is like no plug for the DLAA team or anything like that, but ⁓ I did not get a coach until about three years out of practice. ⁓ So I had practiced three years, I really wasn't growing, I really wasn't like going backwards, but I really wasn't growing or anything like that. And so at that point, that's when I actually brought on a coach. And I didn't bring on a coach because I was seeking one out. I had one just kind of show up at the office. And then it's like, he's...   He's here, you know, like I can't like say, she's busy because, you know, he's sitting out in the reception room, like waiting for me. And so like, but it was one of the best things that I did. It was hard just because, you know, they offer advice that works for, you know, like a generalized, you know, group of dentists. ⁓ And so being able to take some of that advice, but also being able to put my own spin on it.   ⁓ helped me out and I probably probably listening to the coaches a little bit more than what I did because they did allow grace for me to like drag my feet a little bit, you know, because there was things that had to be done that I didn't really want to do. ⁓ I'm you know, I've been on the disc profile for every, you know, so I'm definitely an IS. So I don't like to rock the boat and I like to have a good time. So like having tough conversations is one of the things that I do not like to do.   Kiera Dent (12:56) Yes you are.   Dr.Christy Moore (13:05) ⁓ So the other thing that I think that I would probably do is like make sure that I'm reading more books, learning how to be a leader and how to have those conversations, how to have it in a way that it's not like, I'm being the bad guy or I'm having to, you know, like be mean to somebody, but actually being able just to talk to them and just a conversation. And I've heard you say this a million times, it's a conversation, not a confrontation. And just knowing that because being clear is kind and I...   not always as clear as what I needed to be. I just wanted everybody to have fun and like me and so I let things go that probably shouldn't have been able to continue. So that's probably the two biggest things is just working on myself as a leader and you know bringing somebody in to help me a little bit earlier. I'm glad that I did bring somebody in at three years ⁓ just because like I knew I didn't know what I didn't know.   And I was like, well, I I think I need to be growing a little bit more than what I am, you being right out of dental school. So bringing somebody in, was definitely something I'm glad I did. I just wish I would have done it a little bit sooner.   Kiera Dent (14:17) Sure. And Christy, I'll take all the plugs. Like, of course, the Dental A Team, like, yeah, having a coach is always a good thing. We love you as a client. And Tip, I know I really just watched you grow. And I do think that having someone teach you what you don't know. And mean, Christy, you came in with a lot of experience. So even like dentists who weren't assistants, weren't hygienists, I mean, you already came with a pretty good dental pedigree chart to you ⁓ to have that. agree. And even for me, I'm like, I coach businesses and yet having a coach, having someone guide me that's been there, done that, done that successfully, I think.   Dr.Christy Moore (14:20) Ha   Kiera Dent (14:47) is so helpful and I agree the leadership piece it's like well you did four years of dental school to learn how to get that prep get that crown it's like well let's also do at least that amount of time to be leaders and leadership is not like something you you end up at you get your degree it's a forever journey so it's like all right here we are let's settle in like this is what we elected to do but Christy I do and Tiff will say that she's watched you grow a lot which is really fun for us to see you grow and evolve too ⁓ but   Dr.Christy Moore (15:01) No. Yeah.   Kiera Dent (15:15) I've teased this out a couple of times. Christy has the Botox practice. Like they, she actually has done it. She's cracked the code. So many offices are like, no, I only have Botox in here to do my own face. So Christy, I want to talk about this because I've been jonesing to talk about this. I secretly want to know too, but how on earth have you cracked the code to get Botox to be a profitable portion, a big piece of your practice? ⁓ Because I think like everybody wants to do this and no one knows how to do it. Like literally, I think you are my first office to ever.   actually have it be successful. So Christy, take us away on Botox. I know people, I'm I've been waiting to drop this because I'm like, it's going to be so great. No one knows how to do this other than Christy Moore. So let's let it rip.   Dr.Christy Moore (15:57) Well, the thing too is like anybody can do it. Like if I can do it in Sweetwater, Tennessee, like anybody can do this anywhere. Actually, I started with the first course that I ever took was probably, I think it was like 2016 or something like that. And the only reason I took the course was because I had the girls in the office wanted me to do it and a couple of patients. Yeah. And so I went and took the course and while I was at the course, I ended up signing up for the TMD course like the next day. Like that wasn't even on the plan.   Kiera Dent (16:15) Yep. ⁓   Dr.Christy Moore (16:26) but I went ahead and signed up for that. And that was like a true passion for me just because I was like, wow, like this does more than just, you know, helps with wrinkles. This can actually help patients. This is problems that they're having when they come in the office. And so like I did that part and then I come back to work and it's like, okay, now what? You know, so like one of the things that I started doing was I was like, okay, girls, you got to get in the chair. We're going to do some, we're going to do some Botox on you, you know? And so that was kind of how it started. We, did the team members.   Kiera Dent (16:51) Yeah.   Dr.Christy Moore (16:54) I had a few steady patients that would come in, but it really didn't go quick. It was a slow going thing at first. ⁓ And then I started talking to patients about TMD issues, clenching and grinding, they're coming in with headaches. Men typically don't have pain associated with it, but a lot of women do. And so I would say, well, you know what? What's really helped me is that I can go in here and treat your masseters.   and with some Botox there and then that can help you quit clenching and it helps with headaches. I'm going over that and then their next thing out of their mouth is, well, if you can do my massagers, can you help my face too? And I'm like, oh, well, actually, yes, we can. We can help you out there. And then it just kind of get a little bit more, a few more patients, word of mouth. And it really wasn't until probably about two or three years ago.   you know, we just doing more and more people. And then I brought in a marketing person who's actually my daughter and she's my treatment coordinator as well. And she's just really put it out there on social media. And she got these PowerPoints together and this is what we play. Like it's in the reception room, it's in all the treatment rooms. And it's just like what can be done, what all we offer. And so from 2016 to now,   Like we've moved from just doing like Botox, but we kind of do like all the stuff. You know, we do filler, we do threads, we do smooth threads, we do lifting threads, we do micro-needling. And then we recently just got a laser as well. So, you know, that's one of the things that just kind of getting the word out and letting people know is the biggest hurdle. And that was probably the biggest thing that helped us for sure about getting the word out. Now we have people...   that call in and like we just recently had a guy call in and he wanted to a coupon. I want to know if we had coupons for the wife because he wanted to give her a gift certificate for a Botox. He found us online. So just getting the word out there is probably the hardest thing, but it's the best thing to do. treating your team members because they're walking advertisements. And who better to practice on than your team members because   Kiera Dent (18:55) Thank   Dr.Christy Moore (19:11) You know, if you mess up, which you can, you know, they're more forgiving and then you get, you know, the next time around you get another little chance to do it a little bit better. And then you're like, okay, now you're learning. So not only are you getting advertisement out there, but you're learning as you go too. And I've done like all kinds of training. And I don't just go with one person. Like I've done like several different.   I've done faces, I've done metastatics, I've done the AAFE, I did a couple of different individual people because I feel like if you can learn from everybody and take a little bit from everybody and then you bring it in and make it your own and I think that's kind what we've done at our little office.   Kiera Dent (19:56) I love it, Christy. Okay, let's talk about it. A few things I've noticed is you guys have a big Botox sign in your practice. I think it's hot pink. Is this really true? I'm pretty sure. I thought about you, right? Okay, so.   Dr.Christy Moore (20:05) Mm-hmm Yeah, we have a slideshow   and it's got it's got all the talks it's got everything on there. Yeah The neon sign Yeah   Kiera Dent (20:13) Yeah, so one thing is, it's neon. That's what I'm saying.   It's like a tube neon, Botox across her wall sign that I'm like, okay, number one, yes. This is what I'm talking about. When you wanna market something and people are like, I can't get Botox. I'm like, well, nobody even knows that you even do it. So, Christy, you're like loud and bold about it. It's a hot pink sign that I remember. I saw people under it. I've seen it on your social. But one of the things, like how else?   Dr.Christy Moore (20:23) Says less talks about it. Yeah.   yeah.   Kiera Dent (20:42) I also love that you talked about you treatment plan it in. Like you as a dentist are treatment planning this Botox and looking at their masseter muscles, just like anything else. I feel like you've done a really good job of pulling that into just even do it clinically, not just aesthetically, which I think that's also really great. But what would you say if I'm a new dentist? And I also love these to have taken it from so many people because I did have someone give me Botox and I full blown got a halo.   Like it was so thick, it was so heavy. And I'm like, oh my gosh, I've never, like, I need my eyebrows off my eyes. Like get that up. It feels terrible. So I'm glad to hear that you're like just constantly going, but what would you say? Okay, new dentist, I just took the course. I'm super excited. I think one, it bold. Two, do the masseters. Cause that's a very easy way to start treatment planning and talking about it for word of mouth. But what else would you say to do? Like, I mean, you got the whole PowerPoint. So.   What would you say would be avenue one, two or three to really grow this to get it as a big portion of my practice?   Dr.Christy Moore (21:39) Working on friends and family, working on your team, that's the number one thing. And then just getting it out there on social media. Having your team, even if you're doing injections on them, videoing that, getting out there and doing stuff. like Laken, she makes me do things that is uncomfortable for me. And so she's like, oh, you'll be fine. You're gonna get out here and you're gonna do it. She did like a...   a Facebook live where I'm doing filler and she asked me a question and I don't answer her and she's like, what? was like, well, maybe I didn't know the answer. So if I don't know the answer, I'm just not gonna answer you. And she's like, well, it's okay. I'm just doing filler words here. We're just trying to make the conversation go. And I'm like, okay. But getting out there and just letting people know, that is the biggest thing. It's new to our practice. It's, let's.   do specials, like we've done Botox parties. ⁓ We did like a Sips and Scans and Botox. We've done kind of all types of little things where we've actually give people discounts just to get them in. We've actually gone out and gave ⁓ like little coupons out to like the different salons in the area, just trying to get the word out there any way that we can to let people know, hey, we're doing this. Who's gonna know your face better than anybody than a dentist? I mean, we have like a whole semester on just   head and neck anatomy. And so like that's, it's just the thing that they're like, I didn't know a dentist could do that. And you know, and it's like, well, yeah, like we're probably really good at doing it. You know, just because we do know the muscles, we do know everything as far as like this works this way, this works that way, you know, making sure that you're treating the patient, not just the face, like making sure that we're, cause I do have people come in and they're like, well I want some Botox up here.   Kiera Dent (23:15) Thank   Dr.Christy Moore (23:33) And it may be like older ladies and like they've already got the hooded eyelids. And I'm like, honey, I can't do a lot of Botox up there. Like I can take away your wrinkles, but if I do that, like you're not gonna be able to hold your eyelids up. So it's gonna make it harder for you to see. When they're like, oh, well, I don't want that. So just kind of knowing your anatomy, knowing what muscles do what, and then not being afraid to go in and just try it. Just get in there and do it. It's not.   Even if you think you've messed somebody up, I mean, it's what, three months? So it's not anything that you can't recover from. And then patients are very forgiving. They're very understanding. ⁓ In my time of doing it, I've had two people that I've actually give a little crooked smile to. And both of them are like, it's okay. Don't worry about it. And I feel horrible. And they're like, no, it's okay. It'll be better. It's not really that noticeable. And I'm like,   Kiera Dent (24:06) Exactly.   Dr.Christy Moore (24:31) I notice it, you know? So I'm just doing it because people, want it. They don't want to go anywhere else. They want you to be able to do it. And if you can do it, then why not? You know? So I think that just not being afraid just to try it and do it and just, even if you're scared, like do it scared. Like I heard, I seen that the other day and it was like, you I'm nervous every time I get up and speak in front of somebody and they're like, well, how do you do it? He said, I just get up and do it scared. I'm like, that's...   Kiera Dent (24:42) Mm-hmm.   Dr.Christy Moore (25:00) That's so interesting because a lot of people, they're like, well, I'm scared. I'm not going to do it. And so if you don't do it, you're never going to not get scared or not get you. You got to get comfortable. You got to be comfortable being uncomfortable. And that's the only way to do it is just to get in there and do it.   Kiera Dent (25:17) I agree. Christy, I love that. And I love that you just talked about, like, I think something that you did differently is you decided this would be a portion of your practice. It's not just for the ladies in the practice. You're like, no, we're going to have this as a portion. We're going to make this like it's a full procedure in our office. I'm not just doing it for like our team. And I think that that's something where you went in with that attitude. I think there's a huge passion that you have on it, but I agree. think there are girls like, Kiera, who does your Botox? I'm like, the dentist. And they're like, what?   Dr.Christy Moore (25:45) Mm-hmm.   Kiera Dent (25:46) And I'm like, yeah.   Dr.Christy Moore (25:46) Yeah.   Kiera Dent (25:47) And I also love dentists because I went to a dentist versus an esthetician versus an MD. I've gone through three different people. The esthetician gave me the most amount of Botox. That's the one where I got the hood. Like, believe it or not, she's the one who gave it to me. And like, the amount of Botox she put in me was incredible. Then I went to an MD who was doing it. And he also like it was a lot like my face was frozen solid, frozen, frozen. And I'm like, all right, so we're like,   he did bro-tox, which that's a good phrase. I think that if you wanted to target the men, he called it bro-tox for the men, which I that was super clever. But my husband even like, he could not move his face at all. So it was a little, in my opinion, excessive. But dentists I feel are more conservative on the botox level. You don't tend to go quite as much as the estheticians or the MDs, which I appreciate. ⁓ Like you said, you know the muscles, you know the anatomy super well. And I think like, go for it, have it as a portion.   Dr.Christy Moore (26:21) Mm-hmm.   Kiera Dent (26:43) So with your numbers, because Christy, I know you know your numbers, like what percentage of your practice does Botox bring in? Do you know that? I could be putting you on the spot. So maybe I'm like, you're taught her and I'm asking you questions you don't.   Dr.Christy Moore (26:53) Yeah,   I'm not really 100 % sure to be honest with you. I would say it's at least probably at least 10%. You know, I would like for it to be more. And that's one of my goals is to get that side of the business to be, you know, grow and be more because like for me, like as a dentist, we hear all the time, you know, I hate the dentist. Oh, no offense, but I hate the dentist. Are you going to stick that needle in my mouth? Are you going to stick that in my guns? You know, I've never had one person ever say,   Kiera Dent (27:01) I think so too.   Dr.Christy Moore (27:23) I hate my injector. You know, are you going to stick that needle in my face? Like, no, they love you. They want the, and they, they, they will pay money for it. You don't have to worry about insurance, you know, when you're doing that part. So I would definitely like for that to be more like, if I can have my whole day just doing like the aesthetic stuff, like that would be my ideal day, you know, because that's, it's, it's almost like, it's like a masterpiece. You know, you've got, you've got this canvas and you're not changing people. You're just enhancing what they already have.   Kiera Dent (27:43) was amazing.   Dr.Christy Moore (27:53) You know, like I don't want to go in, my goal is that when somebody leaves the practice that they don't actually look like they've had Botox or they don't look like they've had filler. I want them to look fresh, not frozen, like you said. And so like, you know, that goes back to like knowing the muscles, watching the patient, treating the actual patient instead of like the cookie cutter, you know, oh, well, to treat the glabella, you know, you need, you know, 20 to 24 units, you know, to treat the frontalis, you need 20 to 24 units, you know.   It's like, okay, well, they pull really hard here, but they don't really pull hard here. So let's treat it this way, you know? And so, like, so, cause each one of them are like FDA approved for a certain amount, you know? And that, and that's like the standard, but everybody's different. And so that's my, you know, I just want to make sure that I treat the patients, treat the patient the way the patient needs to be treated.   Kiera Dent (28:30) Yeah.   Amen. And I love that about Christy and I think like, okay, I just did some math. So let's say you have a million dollar practice 10 % that's 100 grand pulling in, which I know Christy, your practice is not the million dollar practice. You guys can do the math, you can figure it out. But like if it's 10 % think about that, that's an extra hundred thousand. The overhead on it's pretty minimal. It's a great piece. Like you said, you're able to do these extra pieces. And you're right, there's no insurance. People pay top dollar to stay looking young. It's incredible. Like   Dr.Christy Moore (29:11) the   Kiera Dent (29:12) ⁓ I also was thinking of there's people all around here and they're called like the injection queen or they're like, so it's like really on their social media. It's not just their dentistry piece, but it's this whole portion of aesthetics that people then are coming for it because they want to look good. I saw an office at dental practice and they literally have a Botox membership plan. And I was like, that is freaking clever. Yeah, tell us about it. Okay, tell more about this. How does it work and do people really sign up for it? Cause I think it's so smart.   Dr.Christy Moore (29:32) We have that. Yeah.   Absolutely,   absolutely they sign up for it. And so I, of course, I don't try to reinvent the wheel. I got it from somebody else, but it's basically a membership plan. They pay for 20 units for the year. So it's 20 units for four times throughout the year. If they don't use it, they lose it. But once they pay for that, so their initial upfront payment is probably a little bit more, but it ends up saving them about $300 throughout the year.   Kiera Dent (29:58) Mm-hmm.   Dr.Christy Moore (30:07) but it actually like they pre-play for 20 units each time. so, you know, so it's just, and then they get a discount on the actual dollar amount that they actually get. So, you know, like if you have somebody that typically gets 50 units, then they only have to pay for 30 units each time that they come in.   So it actually, and I tell them, they're like, ⁓ that's a whole lot better, because then my husband don't ask questions on, it's less, that's less about. And I'm like, yeah, absolutely. And I've had people actually even put money in, pay throughout that just so that they have it. And that's when I was like, well, why don't we do a membership plan? That makes it a whole lot easier. And also I wanted to reward my patients that have been loyal, that have been coming in. Times are changing, and so prices go up.   Kiera Dent (30:46) yet.   Dr.Christy Moore (30:56) And so like I didn't really want to have to like increase my price just because, know, you know, I've been doing it for a while. I've really not changed my price and I didn't want to have to change my price. So my people that have been coming in and loyal to me, I wanted to be able to give them, give back to them and give, you know, give them the opportunity to keep it at the price that I was doing it for. And so that's kind that was one of the other, you know, benefits for me is so that I could actually give back to those people that trusted me with their face.   when I was still learning and stuff. ⁓ And so it's worked out really well. I don't know how many people we have on it now, but we get people like just about every day when they come in, we'll have at least like one or two a week that'll sign up on the membership plan.   Kiera Dent (31:41) which is so smart because Botox is like better than profies. Like they have to come in every three months rather than every six months. ⁓ It is something where I'm not gonna lie. Like my husband, it was random. He did tell me, I got it done. And a couple of days later, he didn't know. Cause I get it on the road, Christy. I'm one of those, I mean, I work with a lot of dentists. So when I'm traveling around, I get my face frozen and I came home and my husband's like, gosh, Kiera, you look a lot better. Like what, did you change your hair? And I was like,   Dr.Christy Moore (31:45) Mm-hmm.   Kiera Dent (32:09) No, my face just looks younger and you can definitely tell and I appreciate that. And when you get that reinforcement, you're like, yes, I'm going to keep up with this and I want to. And it's the only like proactive preventative way right now. Like there's biohacking on all the levels, but just having that as a piece for it. And so I think it's just an awesome, awesome thing to do. I love the membership plan. I love that you're growing it. Like this is where I saying, like you have cracked the code on how to do it. And I was like, I've got to dig into this. And I want people to hear because   Dr.Christy Moore (32:16) Yes.   Kiera Dent (32:37) I think Christy, it also keeps your excitement for dentistry alive. I think you get passionate because it's a new passion project. It's fun for you. It's something different. I love that you said like, I want you looking fresh, not frozen. It made me giggle. like, you want me to still look alive rather than dead in my coffin? Like, God, I agree. That's how I want to feel too. So thank you. ⁓ But any other thoughts you have of practices wanting to put in Botox or anything else about your practice? Because this is like   Dr.Christy Moore (32:44) Mm-hmm.   Yes.   Kiera Dent (33:02) the nuts and bolts of what I want to talk about tonight. So any last thoughts you have around it, because I truly appreciate you just coming on and sharing what you're doing in your practice.   Dr.Christy Moore (33:11) I think the biggest thing is just, you you just have to do it. You know, like I said before, if you're scared to do it, just do it scared. You know, after so many times, it's not as scary anymore. Like we actually have ⁓ in our schedule, like we have blocks for like our tox patients for them to come in. And so, you know, those may get filled, they may not get filled. But when they get filled, like it's always like, it's usually an extra anywhere between 500 to $1,000.   for just a little extra that doesn't really take me that long. Like I come in and I look and I'm like, okay, this is what we're gonna do. The girls draw it up, they have it already. I come back in, the face is clean, the photos are taken. We did injections and then the patient's out the door. And so it's basically like a hygiene check for me. So I'm in and out quick. But the patients have been in there with a team member, so they feel like they're getting heard.   Kiera Dent (34:00) Mm-hmm.   Dr.Christy Moore (34:09) They know all of their concerns are being addressed. so, you know, just having a team there that supports you and believes in you. And like once they believe in you, then, you know, then that's how the patients start believing in you.   Kiera Dent (34:22) Awesome, Christy. I love that so much. I'm like, gosh, doctors, when you're complaining to us about your Delta Dental ⁓ exam pricing, well, maybe throw a little bit of those botox ones. Like you said, I'm like, $500 exam versus my $30 exam feels a little bit more fun, a little more fun for you. But Christy, kudos to it. And all of you listening, I hope you just took notes. You realize like you can add these as portions of your practice and not just like a small sliver, but a true like 10 % of your practice bringing that in.   having it be a big portion of it. And like you said, giving back to people. I prefer a dentist to do my Botox over an esthetician or an MD. And that's me personally, who's gone to several different people, people who are the best, people who are over that. And I mean, Botox are paying $10 to $12 a unit with Botox or Disport. That's a pretty good gig all the way around. And I just think it's a fun thing. So Christy, thanks for being in our life. These are the things, the way I found out was in our doctor mastermind. We have our doctor only, and I was like.   Christy's doing Botox, I'm gonna put it on the podcast and talk about this more. So this is fun stuff to also have you as a client, to have you in our life, to have you in our world. You just bring a wealth of goodness, Christy. So thanks for being on the podcast. I know it's the end of your day, so thanks for coming. Yeah, of course, super happy to have you. Of course. And for all of you listening, go figure out how to put Botox in your schedule. Go figure out how to do this. Do it scared, whatever it is for you, do it scared. If we can help in any way, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. We'll catch you next time.   Dr.Christy Moore (35:28) Well, thank you.   Thank you.   Kiera Dent (35:47) The Dental A Team podcast.  

Kiera and Dana perform a practice autopsy mashup. In this episode, they specifically take a look at multi-location practices, and how to make all of them profitable instead of just one or two. Topics discussed include overhead, associates, marketing, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today is such a special day. I have the one and only Dynamite Dana. I think that that's what we're sticking with. I think it's better than the other nickname that we came up with. But Dana, if you guys know her, you love her. She's been in a consultant with us for years. Dana, welcome to the show today. How are you?   Dana (00:17) Yeah, good morning. Thanks for having me. I'm excited. I don't get much like podcast time with you. It's usually with him. So it's a fun morning for me.   Kiera Dent (00:26) I   know Dana's a rock star. ⁓ I, yes, I can sell a little podcast and yes, that's fun to do, but it's more fun to have someone on here. So I sent Dana a message and I had it like in the afternoon. And then I was like, Ooh, my schedule changed and moved it to like first thing in the morning. So Dana, thanks for being easy to accommodate. but I think that that's you. You're just always there, always willing to help and offices love you for that. So   Dana (00:43) Yeah.   Kiera Dent (00:51) We have a fun topic, you guys. I love a good office autopsy. So Dana and are gonna kind of mash a couple practices together and dig into some practice profitability trends that we're seeing on an office autopsy. You ready for that today, Dana? Because I love these. Anything more than a good profitability story and how to get there, that's what it's about. And I think that that's what so many practices struggle with. They don't understand how to get profitable. They know that it's there. They know that it can be an illusion.   Dana (01:03) Yeah, this is exciting.   Kiera Dent (01:18) They know that it can be a reality for some. so Dana, I feel like some of the practices we've been dealing with lately, it's like actually making it turn into a reality rather than just as hope and a wish. So take it away. I know you've been working on this. I've been working on this. Let's have some fun today.   Dana (01:31) Yeah, it's been really fun the past couple weeks. I've been like able to just do a lot of numbers crunching a lot of future projections a lot of like hey what effort is it gonna take to like get things where we want them to be and it's really fun to give owners like the possibilities of What they currently have or where they want to be and so it's just been really really interesting the last couple weeks getting to do that and getting   Kiera Dent (01:43) you   Dana (02:02) offices to see like where they want to put their energy where they may need to put their energy and so it's just been numbers aren't you know I'm learning to love numbers more and more ⁓   Kiera Dent (02:14) Yes, did you hear that? Dana, did   you start out that way? Let's just let's just help listeners feel like is this a normal thing?   Dana (02:22) No, I mean, I am a systems girl through and through. And so, you know, I know how important the numbers are. And of course, like those are pieces I look at. But really, really being able to manipulate the numbers, to be able to project things, that is something that I've really had to dig into more and more. And it's been fun for sure.   Kiera Dent (02:45) Yeah, and I love the reason I highlight that is because for myself for Dana numbers were not something natural for some people it is just wired into you but I think for 90 % of human beings out there they would feel very similar to how you and I feel and so I just want to highlight that it's totally normal not to understand numbers but it is also normal to figure out how to use numbers and when you do it actually feels like like life becomes so much easier it's like   my gosh, there was an HOV lane this whole time. And I had no clue that there was like a fast pass, fast lane over there that if I would just learn my numbers and dig into it, I would honestly be able to do things a lot better. And so I think like, that's what makes me so excited Dana is this is where we also help practices. Like let's use the numbers to manipulate and actually do less work, more profitability and more ease. So kudos to you for digging in kudos for you, like admitting that systems are your gem, which I think it's easy, right? But to me, I'm like,   systems are only as valuable and only as important as the numbers are reflecting. Like, yes, we should put them in, but I'm like, if we're just putting systems in place, but we're not moving the dial, what does it matter? ⁓ You're going to be struggling. You're going to have financial stress. You're going to be like not happy. Use the numbers to figure out which system's broken and then go to work there. It becomes so much easier and less effort for sure.   Dana (04:02) Yeah, yeah, it's pretty magical to see. So yeah.   Kiera Dent (04:05) Right. All right.   So we have a couple of practices. We've got some that are multi locations. We've got some that are solo locations. And I think we should dig into some of these multi locations because multi locations I feel are like interesting families. And what I usually notice in multi locations, ⁓ oftentimes, depending upon the practice, these offices actually like one or two or three are super profitable. And then the other two are like sucking the practices dry.   And it's so interesting because we think like, let's get so many, which if your plan is like a DSO rollup or it's legacy, or you want to just expand your reach and you want to help more people, all those things are great and fine. but I think like figuring out how do I make my other locations profitable? Or if you're in a single location, I think a lot of these tactics will apply to you. So let's kind of dig into these multi-location places, Dana. ⁓ cause I think it's funny, like we've seen some offices where it's not funny. It's unfortunate that like two are doing so good. And so they expand and they open up more.   And then these other two are not doing so well. they're like two are profitable and two are not. So then we're not profitable all the way around and we're working our guts out. So let's talk about like, how do you fix that problem? And I think for solo practices, if you're in this boat, these things can apply to you too, if you're not as profitable, because I've also seen in solo practices where they've maybe added like a Medi Spa to it and maybe, and that's two technically different businesses under one roof.   If the spa is not doing well, like I just talked to someone the other day, their spa is sucking them dry, but the dental practice is doing well, but they think the practice needs help when it's like, no, no, no, the practice is fine. The Medi spa is the problem. Or if practices have multi locations, but it's all under one umbrella, they have no clue which practice is actually the problem practice. And I think that that's something we also see is they don't actually separate them out. So they're like, we don't even know which practice. So let's dive into it, Dana. You've been working with a couple like this. Let's kind of dig into some of your, your tips and tricks.   Dana (05:56) Yeah, and that's honestly exactly what we did in the beginning is, hey, let's separate and let's look at numbers individually for each practice so we can see.   Kiera Dent (05:57) you   Dana (06:06) as a whole, are we doing? Yes. But where are we profitable and where aren't we so that we know, like you said, how we can hone in and target our efforts on the ones that need a little bit more of a boost or show a little bit more of opportunity. And so once we figured that out, then it really is looking at fixed costs for individual practices. It's looking at overhead expenses and then it is really projecting out what does it take to get it to where we want to be.   So what do we actually need? And in this instance, it was really cool to be able to even dive a little bit deeper as far as, okay, well, if we take the doctor, if we take the provider away from the profit that's like...   Kiera Dent (06:51) Mm-hmm. Mm-hmm. ⁓   Dana (06:51) the practice is profitable and he's working in one of the other practices like what does that also cost the practice that is booming and so it's it was really fun to just map that out have them see that also too every time he's pulled to one of these other practices there is a cost to the   larger location. And so just getting them to see that it just helps him   make a better decision as far as   how much time that he is spending there versus associates and then getting the associates to help grow external practices. And it just, think gave him just a clearer picture. ⁓ And then we also looked at, okay, well, you know, considering investing in some marketing for these. So what does it take for how many new patients do we really need to get to that number? And then we kind of mapped it out and okay, well, what does the marketing spend look like for one year, for two years, for three years to get   there so then they had a timeline to ⁓ just be able to make decisions on.   Kiera Dent (07:57) Mm   hmm. Yeah. No, Dana, you brought up so many good points. And I think like, let's drill down into this a little bit, because you like, these are the things where numbers become so fun, because now it's just a plus b equals c. But if we do a plus b plus c, that's going to equal d. If we take a minus b, add c, what does that equal? ⁓ And so that's really where it's like looking at this. And so I think for a lot of providers, especially our powerhouse providers that started the practice made these profits.   practices and then open multiples, there can be this thought process of, well, I have to be in the practice all the time. Otherwise, the practice doesn't make money. And I think that is one way to live. But let's also like, choose our own adventure books. Like, let's go back in time, like we could have at the end of that chapter, it says, okay, option one is you're going to actually continue working like this, and you are going to be the provider in four locations. Or we can have you be where we powerhouse you.   in one or two or maybe all four, but it's a very sustainable schedule for you. And we work to build up the associates and the hygiene department and we make it to where all of them are flourishing with or without you. And to me, I like to choose option B, you can choose option A if you want, but that's like a sure shot to burnout. And I think so many multi-practice owners actually do this, like I'm gonna go to all the practices because I'm the strong producer, I'm the strong provider, I need to get these things going and you can.   but it's like for how long and is there another path? So drilling it down, Dana, I think let's talk about like, how can they do this other path with ease? Like what are some of the tactical things that we've seen with practices you're working with, with other practices that we've worked with in the past? Like what are some of these like tactical pieces? how can we, because I think that illusion is so strong that I have to be the producer, I have to be the one who hits the numbers. What else can we do and how long is that timeline realistically?   Dana (09:47) Yeah, I think the first and foremost is if you aren't going to be the provider in in the other practices It's really building strong associates really making sure that you're finding the right fit for Whether it's the main office whether it's one of the extension offices whatever it is that that associate really is the right fit and That you are calibrating really well and you are bringing in strong associates who want to grow these practices with you and alongside you because I get you can't be in every   practice you can but like you said it sure is a way to be exhausted and burnt out and start to just not love owning all of these practices.   Kiera Dent (10:28) Mm-hmm. And like, let's so as you said that it makes me think about like when you buy a practice I remember I was working with this this potential client We were looking at the metrics of this practice and they realized that like 70 % of the production of this practice was actually being done By procedures that this dentist didn't do so was like, well good luck buying that practice You only can do 30 % of this production. So yes, they may have produced like 1.5 or 1.9 like whatever it is   but slash 70 % of that because you won't be able to produce that unless you bring an associate in. And so I think when you talked about like, are the monthly costs of this practice? What does it actually take us to run? Let's do our second location. Well, you're so used to your practice right now because you're probably doing these expanded procedures. You're probably doing these higher ones. And most of the time, what I see is doctors are like, well, I'm just going to hire someone who can do bread and butter dentistry as my associate. So then I can just do these big surgeries. Well, if that's the case, we need to figure out.   Practice number two or practice number three, A, what are the actual full costs of that practice and what do we need to produce? B, can we produce that on bread and butter or do we need to bring in your specialty? If we need to bring your specialty in or if we're going to pull you out of current option A, like where you currently are with an associate, how much of the dentistry is actually being done by your specialty services? And do you need to hire an associate that can do some of those specialty services as well? This is where the numbers become so paramount because it's like, we produced   1.5 or we produce two or we produce three. Now we're going to open our next location. But like Dana said, like bringing on an associate, it's not just a good fit. It's also making sure that they have the procedure makeup mix that can offset your production loss when you're gone. Or you get very strategic of, okay, when I am in practice A, I'm only doing these high end ones. So I'm producing this amount. They're, they're funneling these exams to me. You also have to be careful because if your associate doesn't do these high end procedures,   they're not going to look for in exams. So that's when you calibrate your associates, you calibrate your hygiene team to look for it. And when you get to multi offices, this is where Zoom and virtual meetings become paramount because you get all associates together and we all start looking for it. So we actually become referring partners to one another within the practices. And we also get our hygiene team and or AI to make sure that all the, of us are diagnosing the same level. So these are the things where I'm like, this actually can make your   multi-practice ownership way easier if you get these good foundations in place. And like you said, Dana, you find an associate who's like just as good, if not better, if you need them to be, but looking at the numbers because just because your practice is producing 2 million, 2.5, 3 million, wherever you are before you open your second location, maybe it's 1.5, look to see how much of that is done by your higher end services because typically an associate coming out of school   or a newer associate who's bread and butter dentistry is usually producing like five to 6,000 a day. Well, look at what you're producing. And if we brought someone in, can they produce that? Or if straight out of school, they're producing like 2,500. So you might need to scale up or have multi associates. But I think also being strategic when you open these practices of what do my doctors on the low end need to produce? Because I know they're going to produce lower at the beginning. How can I calibrate them and work with them every single month, every single week?   How can we take x-rays and make sure from the get-go these associates are doing really well? And also how can my hygiene team make sure that they're all calibrated to be doing the exams that we want? I think like those things might feel hard, but choose your heart in the scenario of I'd rather do that and know what I actually have to produce rather than just thinking we're gonna like stamp and repeat when you might be the higher producer. Dana, that was a lot of thoughts. What are your thoughts on that?   Dana (14:08) No, I love that and you're exactly right. think looking at the service mix, knowing how much of your production comes from those things because then it's like how important is it to find that and what exactly am I looking for in an associate? you know, we talk about avatars a fair amount and it's just like that is what points you into building those pieces and honing in for exactly what you need to be successful.   Kiera Dent (14:34) Mm-hmm, and I'm really big also on like how can we scrap the cost down at the beginning? Because gosh like I don't have children Dana you have four and so I think Question mark you you probably speak to this better than I can obviously you can't because you've gone through it But my hunch is when you have a baby, it's really hard and then as they get older You're like shoot. Let's have another baby and maybe you've forgotten how hard baby is when they're a baby Is this true or false? I just tell me how it is like   baby grows up and then you have the next baby like did you maybe forget how hard it was to have a brand new newborn and you're like tell me about that like how is that parenting   Dana (15:08) yeah.   Well, yeah, for sure.   Your mind plays tricks on you and makes you think that it's going to be super simple. And yeah, it's just like each phase, right? You kind of forget how you look back, right? And you see the beautiful things, right? You see the things that were fun. You see how much they smelled so good and how little they were, you know, all those pieces. And yeah, you do remember or you do remember the highlights and you tend to forget like the long exhaust   you know, nights that can sometimes come with a little tiny human. So yeah.   Kiera Dent (15:43) Yeah.   And I think that's about practice ownership too. So when you look at it, you have forgotten when you go to buy your second location, the scrap and the hard and all the things you did to build that thing to be successful. Like literally we forget, I forget, I mean, I was talking to Shelby and I'm like, I remember paying Tiffany on straight Venmo. Why she continued to work with me. I don't know my Venmo account. there's a max that you can send every single week, month.   And I'm like, Tiff, I hit my limit. Like, I'll have to send it to you when it resets in like three days. How on earth the Tiffany keep working with me is question number one I have. And number two, like, that's not even something that I even like remotely think about in today's world. Like, things are so set up, but you forget all of that. And so I think when we buy practice number two or practice number three, and we're looking at these costs, let's not go for the bougie luxury of exactly what we have. Let's figure out what are the things that are going to make it consistent. Same software, same exams, same like   a operatory setup if possible, because those things actually make you move quicker and then your practices become standardized. So when you go from location to location, it's much easier. But those are gonna be some of the things that also keep the costs lower. So we don't have to produce as much with you in there and still have it be profitable because you can have a practice that's only producing say 70,000 or 80,000 without you there at a 50 % overhead.   and still shelling out to you 20 to 30 % profit, depending upon how you're paying your associates. And that's still a great practice. It does not have to be producing the numbers if you keep your costs within reason. And so I think also being careful that if you're not there and we don't need all these, like we don't need all the marketing for the second location. We don't need all the implant supplies. Like if that's not a part in our associates not going to do it, then make sure that we're not incurring that cost. Because what that does is I think that this is where we then get into the struggle.   of the profitability of the multi-practices that then fluctuates because we're standardizing, but we're also trying to make all of them the exact same when maybe that's unnecessary. So I think that's one, but then you also talked about marketing because every new location has a different makeup. They're going to have a different makeup of patients. And just because it worked in one area for your marketing does not mean it works in another area. So Dana, let's do a little dig. We have a hypothetical for, for practice location, two practices are profitable. The other two aren't.   What are some of the steps or things that we should look for to get these other two profitable? Because we kind of talked about like before you buy a practice or if you're already in it, like here's some things to do or looking for these different associates, but like, shoot, I'm already in it. I've got two that are great, two that are bleeding. What do I do on these bleeding ones to make them healthy?   Dana (18:22) Yeah. And I think it's multi-practice, single practice, whatever it is, it's knowing who you're trying to attract and where are they? And so it, you know,   If you're a pediatric practice, Well, who are the parents that we're targeting? Who are the moms that we're targeting? Where are they in the community? How can we get involved in the things that they're involved in? Whether it is even online Facebook groups or whatever it is. But I think it starts with knowing exactly who you want to walk through your door and where you find them around the location of the practice.   Kiera Dent (18:56) Mm-hmm. And that's going to help because also pay attention because certain areas will attract different parents. Like there's different demographics. There's different socioeconomics. Like, so just because you're trying to attract the Lululemon mom for one practice, you might be attracting the Walmart Target mom at another location. Both moms are amazing. Both children will be great, but you've got to do like the Lululemon mom.   has very different marketing tactics and what you're going to do and what your giveaways might be in that practice or whatever you strive to do, how you're going to involve in the community. I'm going to be at the Pilates. I'm going to be at the juicer places. I'm going to be at like Elixir. Like that's what I'm doing for my Lululemon mom. I'm going to be like, they're probably at charter schools more than they're at public schools. That's going to be a different mom. And then my moms who are the target Walmart moms, I'm going to be at like the community centers. I'm going to be at the rec centers. I'm going to be at the YMCA. I'm going to be at   The I don't know like the moose lot like whatever those ones are where lots of kids go you guys I don't have kids so clearly I'm not great at this but like that's why I'm not a pediatric dentist either ⁓ But you look at it those moms are gonna be different The moms who are about Walmart are going to want someone who is cost of like so you might throw membership plans in there because they're more for that the lululemon mom's probably going to want more of like the Nutrition and what can I do and what's the highest quality? They're not going for like your lowest like   like give me a deal, but your Walmart and your Target mom probably is. And so again, there's nothing wrong with either mom, but your marketing strategies will probably need to change. So when you're looking at that profit margin or the bleeding practices, is our marketing working and do we need to change it up? Agreed. Do we have enough new patients for that? I also think I'd be looking at my costs. Like do, our staffing right? Cause some of these bleeding practices don't have enough patients that we might need to scale back our team.   at those locations to where maybe we're working two or three days. Like that's a bummer, but we're going to hire more part-time employees rather than full-time employees until we can build up to that. And these are decisions that I just want to highlight. CEOs, this is why we get paid what we get paid because our job is to make these hard decisions. Our job is to say like, we don't have the space for this. So we tell the team, you don't just have to go like whack, like, all right, we're out. It's like, Hey, we've got two months that we can do this and I need to get this patient up to this amount. This is our BAM. This is what we have to produce.   And if we don't, we're going to need to cut back to three days. Like it's just a black and white conversation, but your job as a CEO is to make sure you're not bleeding money and you get those practices profitable. It's also, what can we do? Can I, can I go in and mentor that associate doctor? Can they come and watch me? Can we assist each other? So that way they see how I'm doing these procedures and I can help them get more confident in it. Like what needs to happen to get that production number up? What, what do I need to do for my assisting team there?   So again, it's not, and I think for these multi-practice owners, I think one of my biggest tips is you are not the solution. Pretend you are a puppeteer behind the screen. How do you get all these practices profitable without you being the one? Dana, what are your thoughts about that? Cause that's how I feel, but I'm curious how you feel.   Dana (22:03) Mm-hmm. No, I agree with you completely and I think that when they have the numbers when they look at those pieces when they can say, okay If I bring in an associate and they produce at this amount it will take me let's say While use pediatric as an example, they produce 300 an hour right or 300 per patient per new patient that comes in and then you can say okay Well, if we do it at that if we do it at the 450 level if we do it closer to the 700 per patient or per hour then   Kiera Dent (22:20) Mm-hmm.   Dana (22:31) it lets you see how quickly you can grow, how quickly you can get to the production that you need to cover your expenses, those pieces. And so I just think that you're 100 % right. And knowing the numbers to be able to make those decisions and make those critical cuts or those critical ⁓ avenues for success, it just truly, truly helps.   Kiera Dent (22:55) And it all comes back to the numbers. And I think when you know your BAM, like a true BAM, we're talking bare ace minimum, we're not going again. It's, it's like, think back to when you started the practice, that's bare ace minimum. Like, what do I need to do to scrap it down? We're talking top ramen versus filet mignon. We'll get to the filets, but we need to start here, grow up to it. Again, choose your heart. For me, it's way harder to be not profitable and cash flowing negatively rather than not hiring as much or cutting my supplies down or   limiting what we're doing or changing my hours up until I can get it there. Now, Dana, let's go into a weird one because a lot of times owners think like, especially like solo practice owners, that if my practice isn't profitable, I'm going to scale it down to like two or three days and then I'm going to go moonlight at another practice. This is like a very hot debate that I have within myself. like, what are your thoughts about that? I have very strong opinions about this, but I'm super curious because   That can seem like a plausible idea, right? Like, let's go work somewhere else. Let's bring in the money to cover this one while I build it up. Give me some thoughts on that if your one practice isn't doing as well.   Dana (24:01) Yeah. And you know, I can understand the notion of like wanting to do that, because it's like, I'm trying to stop the bleeding, or I'm trying to at least reduce the stress or reduce the feeling of this isn't growing fast enough, or it isn't as successful as they want. But then what you're doing is you're really limiting the potential, you're limiting the potential of the location that you already   have right to then go where you don't have unlimited potential. And so I just feel like to plug the energy and put the effort and put the focus on the practice versus I can understand the want to go find something that is steady and stable when this feels so uncertain or we don't know. But I do feel like you you put your energy and your focus on it and it will   be more profitable than if we went somewhere else where it's capped for sure.   Kiera Dent (24:57) Mm   hmm. It's fun debate that I really love and I love the perspectives and I think there's no right answer. You've got to figure out what's right for you. But I am very similar to Dana in the sense of I feel when you have an out of a second practice that you moonlight at, ⁓ it doesn't force you to innovate in your space. It's kind of like a bandaid where it's like, okay, yeah, yeah, this can bleed kind of like a second location or a third location that's not as profitable and your first and second ones are just covering up the pain of it.   ⁓ to where you're like all right we'll just go and we'll find money in another place versus like no if you have to sit in this place you will figure it out because there's no other option like the boats have been burned we have to figure out what we're going to do and we have to make this work and so that's kind of where i'm like sure i see it but i also think there has to be a date that's in stone of we will end by this time and i know i have to have it profitable   Same thing with your bleeding practices. I think when you put dates on it of like by this date, it has to be profitable and you have to have the self integrity within yourself that you will actually own that that you will work towards that because otherwise you said Dana like it's unlimited potential within your practice. It's also like you're limiting yourself by going to another location and I feel like if another location is easier for you, maybe being a practice owner is not right for you. And I say that with love and respect, like know thyself and be free.   ⁓ because I feel like, when you burn the boat to innovate, find it. Shelby and I were talking the other day and we like throughout this goal and Shelby's like, Kiera, I don't even know how we're going to do that. We've never done that before. And I said, I don't know either. We're going to figure it out. Like that's just how you have to operate. Like, I don't know. And so whether it's, need a coach or you need someone to guide you like Dana, like sometimes we're in the thick of it. I have coaches. I can't see. I call Liz all the time. I'm like, Liz.   I need your perspective because I don't know and I'm in it and I need you to be a bird's eye view for me of like, where do I need to navigate through this? Because the option is to go through it. It's not to like jump off board. ⁓ but maybe you need a coach. Maybe you need to like look at the numbers and figure it out. Maybe you need to realize I'm not the solution for it. And if I'm not the solution, then what are my solutions in the, in the coloring box or in my toolbox? Like I think when you remove yourself and you say, because it's not sustainable.   Four practices, one doctor and trying to be the profit producer for all of them. Like that's a hard ask even for a short amount of time. Sure, you can do it, but it's not sustainable. Like you will burn out. And I see these doctors coming in like crisp fried, like ready to give up everything. They have nothing left. They're becoming numb. They're becoming like detached from family members. They don't even get excited for things that used to make them excited because they're literally burnt to a crisp. So it's not a sustainable model. So why are we doing it?   cause we think it's easier. like we think moonlighting is easier versus like, no, let's fix the problem. Let's have a date in stone and let's move on. So Dana, I freaking love these conversations because it helps me see like one, you've got to know your numbers. The numbers will tell you what to do or not to do. Two, I think you've got to be really confident in making the decisions. Three, let's set some dates in stone and make sure that we're actually committed to figuring out the problems by this date. We're not pumping more money into it. ⁓ honestly, like   If I was looking and I had practices that weren't profitable, I think the only areas I would spend money are possibly marketing, possibly, but there's so much free marketing that you can do. So let's not throw money there if we're actually losing money. I would spend money on a great consultant, someone who's been there, done it and done it successfully to move you there because sometimes when we're in the thick of our problems, we can't get out of it. So that is another cost that, but again, I talked to a doctor there on cashflow row right now is what I call it. And I said, all right.   You have two choices. You're either going to rise up or you're going to rise out. Like you take your, like choose your heart. And to me, I'd rather like pay the money and commit and make the decisions and like follow through or turn it over. Like you're in cashflow row. There's no other option for you. So you've got to execute. ⁓ and really, truly like those are the main things that I would spend money on. And then I would look to see how can I cut my expenses and what do I actually have to do and produce to take the stress off to become profitable or at least not losing money.   That's like my only focus for that time and I don't let anything else distract me. It's very hard to put those blinders on, but I think that's also where an accountability coach, a consultant. Yes, I will toot our own horn. Dental A Team is really, really good at this. We do not let you steer away from it. I know you want to talk about marketing and I know you want to talk about like, but we need these supplies. No, that's a distraction from what's really going on. We need to get profitable and that's production, collections and overhead reduction. Like that's all you need to do during those moments.   So let's figure it out and let's find the way and put those blinders on and commit that we will always be profitable. Dana, I'm off my soapbox. Any last thoughts you've got? Because I clearly am passionate about this.   Dana (29:42) No, I love seeing the passion and you know, it just bleeds through in everything you do and and that's the passion that we have for our clients. And so when we see them in these situations and it's like, let's dig in together. Let's figure it out and put in the work.   Kiera Dent (29:55) Yeah, Dana, brilliant. love that you have clients like this. love that I have clients like these are the puzzles we love to help you with. So whether you're a solo practitioner or you're a multi owner practitioner or you're thinking multi ownership, whatever it is, like I really do think having a coach hopefully before you get to this spot, if you're already in the spot, rock on, we can still help you. So I think like whether you're in it now, like get the help, like throw up the life raft right now before it's too late. I really, it,   It stresses me out when clients come in and they're on cashflow row. It's like, it's okay. And it's okay. And it doesn't mean you're a failure. It doesn't mean you weren't a bad, like you're a bad business owner or I should have seen this coming. No, you're a business owner. Like this is real life, but like, let's get the help before it gets to be like, really like the water's already up to our neck. Like let's get it. Whereas maybe at like our chest and we're feeling the pressure mount a little bit, but there's still a little bit of breathing room rather than when it's like up to our chin. That becomes a lot harder, but still doable.   ⁓ Or like hey, let's be proactive kind of like I mean couples therapy I'm like, let's be proactive and do this before we need the divorce help like let's let's try and save the practices before so if we can help you I love to do practice growth calls with you like no pressure complementary to you We'll just look at the gaps in your practice give you a ton of value if it works for you and we're a great fit Awesome, we'd love to help you If not, you're gonna walk away from that of some awesome tips in value because I want you to see your blind spots And I want you to see the solutions ⁓   regardless. So reach out Hello@TheDentalATeam.com or book a call. Dana, love podcasting with you. Thanks for coming on early today. Thanks for being a great consultant. Thanks for loving our clients and just having that passion for their success. So fun to podcast with you today. Of course, and for all of you listening, thanks for listening. I'll catch you next time on the Dental A Team Podcast.   Dana (31:32) Thanks for having me.  

In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025.Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually founding a high-impact consulting agency. She shares her philosophy that a successful dental practice is about more than revenue—it's about purpose, profit, and people.Wes and Kiera discuss why so many dentists are feeling burned out despite high production, and how the right systems, team dynamics, and financial clarity can change everything. With real stories, humor, and tactical wisdom, this episode is a must-listen for any dentist looking to reclaim balance and boost both their income and enjoyment.Key Points:Audit your team — Are you hiring creators or just task-doers? Look for people who solve problems, not just follow orders.Prioritize profit — Collections and take-home income are the real measure of success, not production numbers.Implement the YES model — Focus on your personal happiness, profit, and systematized practice operations.Get help early — Don't wait until your practice is struggling to bring in consulting help. Proactive coaching leads to exponential results.Stay open to AI — The tools are emerging. Stay ahead of the curve in technology and systems integration.#DentalPracticeGrowth#PracticeManagement#DentalConsulting#ProfitabilityMatters#DentalTeamBuilding#BottomLineFocus#DentalLeadership#DentalHygieneCrisis#YESFramework#DentalPodcast#WesReadCPA#KieraDent#TheDentalATeam#PracticeCFO#AIinDentistry#MoneyballMindset

Kiera and Dana offer a life raft for businesses struggling to keep cash flow in the green, including specific steps to help get your practice back on course. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today I am jazzed. Dana, the one and only Dynamite Dana over there. She's on the podcast with me today. Dana, how are you today?   Dana (00:10) doing pretty good. It's a beautiful day here and so I'm just excited to be on the podcast with you.   Kiera Dent (00:15) Dana, I am so glad because you and I, feel like we're ships in the night. We see each other, we wave to each other. We love working together, but the reality of us like being on the same boat to talk to each other is few and far between, which is so ironic. But every time I see you in person, I'm like, Dana, we need to hang out more. Like, so it's fun to podcast, even though, I mean, it's a funny way to say hello. We're like here to do work, but at least we get to like have more interactions. So, ⁓ thanks for being on my ship today. I guess like welcome, welcome aboard, matey.   Dana (00:44) Yeah,   happy to be here, Gatton.   Kiera Dent (00:48) But today you guys, Dana and I, we were talking about like some burnout and cashflow row. So think about death row. We actually have a lot of clients that come to us. Thankfully, like once they become clients, they get off death row, cashflow row. But we thought about, think oftentimes burnout and cashflow row ⁓ go hand in hand. And so I figured, Dana, let's get into like, how do you get off of cashflow row? like death row,   you're about to go and like die like literally. ⁓ I feel it's becoming a bit more common than I've seen in the past. I'm super grateful and I just want to shout out and for all of you listening, if you're on cashflow row or you're on burnout row, ⁓ just like a huge hug, a huge hug of love, a huge hug of no judgment. Gosh, I get like emotional thinking about it I think it's so easy as a business owner to like just harp on yourself to just feel like   Like, why am I so dumb? Like, why can't I figure this out? Like, the mean girl or boy in your mind is just like vicious and wicked. And it makes me so angry that we're this way to ourselves as business owners. Cause I'm like, you know what? You're freaking strong. And like, you took these risks and like, you don't know what you're doing, but you know, you wanted to like build a great like culture for your team. You wanted to build this amazing life for your family. And yeah, it's hard. It's really hard to be a business owner. And I think I speak of this so candidly because   Like I've been on death row, like cashflow row. I've been on burnout row, like, and you just sit there and when you need to like have the most love and respect for yourself and grace, it's when we like punch ourselves and kick ourselves and yell at ourselves. And so ⁓ I thought it would be a really, ⁓ hopefully timely podcast for some of you listening of just love of no judgment, of encouragement, and maybe some like shining little stars when you need a North star right now, because   It can feel very daunting. And I want to tell you, you don't have to do it alone. ⁓ You telling yourself you're alone and on an island is your choice. And it's a choice that you don't have to stay with. There's so many ways we can help. I think even just like when we get clients that are on cashflow row, I feel like they feel they finally got a life raft sent to them when they didn't know it was even possible. And as consultants, think Dana and I and our whole consulting team are so passionate about getting you into cashflow positive and doing it with ease where it's not that hard. But   Like it wasn't overnight that you got here either. So it's not going to be overnight. get you out of there. We're to move you pretty quickly. Cause I think like, Hey, someone's like holding the lantern for you in this dark cave. Like, all right, here's the way out. can really, really help you. But really Dana, think like just again, I hope all of you listening know we come to you with love, with no judgment. You're not a terrible business owner. You're not dumb. You shouldn't have known this before. It's just, this is where we are kind of like a patient with perio, right? Like it's okay. Like this is where we are. And the great news is   There are solutions and there's a way out and there's a way to happiness again if you want. So Dana, that's kind of my like emotional pitch to start this off with. Any thoughts you have? Because I think you've seen quite a few come to you on Cash Flow Row from day one.   Dana (03:49) This is.   Yeah, yeah. And I love just your vulnerability there, Kiera, as a business owner, because I say it to doctors all the time, like, whether it's a dental office, whether it's a consulting company, whatever business it is, it doesn't come with an instruction manual. And so we get in there with the best of intentions, we're ready to work hard, we put everything you have into it. And there are ebbs and flows in business. And sometimes it gets really, really hard. And you're right, it is the self talk that   that you have to take a look at and the blame that you put on yourself for being the reason why you got there. And you know what, it's okay, we're gonna figure it out ⁓ and we're gonna stop the bleeding and we're gonna start focusing on the things that are going to matter and are going to move it forward. And you know what, as a coach, I get the pleasure of cheering you along the way and sometimes kicking your booty when it's needed. And ⁓ it is, we are seeing it more and more and I think   it comes down to two, like knowing what cash you need, knowing what you're spending your cash on, and sometimes making some hard decisions based on that too.   Kiera Dent (05:05) Mm-hmm. Yeah, and I think with that it's like awesome. Here we go Here's the blood like we're going to help you get out of that and I love that you said there's no instruction manual just like being a parent There's no instruction manual and so there are just different ways to do it So my big thing and in Dental A team, always like we are profitable We call it the yes model so you can say yes to everything you want in life and the Y stands for you as a person We're gonna focus on E stands for earnings and profitability   and S stands for systems and team development. So like those three things together are going to give you success with ease. So today, if you're on cashflow row or burnout row, I think oftentimes burnout comes because of cashflow. Like it is the scary piece to it. So with that, let's talk about like, what can we do if we're in cashflow row? What are some of the fastest things that will help people get out of cashflow? Dana, I'll let you take this. We're going to just kind of riff back and forth. Like you guys, this is unscripted. This is just from our knowledge of things that we do.   of like when we see offices and again this is coming from real life offices things we've actually done to get them off of cashflow row. Dana let's just riff because you've got a few that have just come and you've got a few that have been there and ⁓ they're doing well.   Dana (06:12) Yeah, yeah, yeah,   I think it is. It's a reviewing of expenses. Is there anything we can cut that we're not cutting ourselves too lean though that we can't continue to grow? And then also, what do need to produce and produce it consistently?   Kiera Dent (06:27) Yeah, I love that. So it's like we either need to increase our production or we need to decrease our expenses. And on the production, I will also say we need to make sure we're collecting. It's wild to me. I was talking to a doctor who's on quote unquote cashflow row and they said, Kiera, I have like $300,000 sitting in AR. And I was like, so you're really not on cashflow row. You've got the money. You just haven't collected it. So realizing that usually in dentistry, there's quite a few cashflow opportunities very quickly.   But I agree with you, Dana. Like step one is like, let's get our PNL and let's know our numbers. Is there anything on there? Like, and I'm talking like, you don't like, gosh, people get wild and they start cutting things that actually you need. Like I know your hygienists are expensive, but they also produce for you. I know billers can feel annoying, but they also collect money for you. I know your treatment coordinator can feel expensive, but they're putting money on your books. I know a consultant can feel like I'm going to cut. can do this on my own, but they're literally the only person holding you accountable and pushing you through and guiding you.   So it's one of those things of like, let's look to see like, what really is stuff to cut? And I'm talking like subscriptions that you're no longer using. This is one that it makes me wild. I don't understand this. It makes no sense to me. But when people are in cashflow row and the only thing I can come up with Dana is it's ego. That's all I can figure out. So I'm just saying to you like, Hey, I hear you. see you. Let's cut the ego and get you into cashflow positive. And then like rock on, do whatever you want from there is like holding onto equipment that you're not using. It's weird to me. Like,   Okay, so we're not like, we thought we were gonna do all these scans of the Itero. And if I look at the last six months, we literally have like taken three scans. Or I bought the CBCT, because I thought was gonna do all these implants, and I'm not doing implants. Or I have like multiple Iteros, but like we've cut back and we've scaled back like, so I only need one Itero instead of three Iteros. those are big expenses on your debt and your loan. Like, let's sell those, let's get rid of them. people, I don't know, it's like embarrassment or ego or like,   Maybe you're still like wishing for the good old glory day. I don't know what it is, but I'm like, get rid of that. Cut the cost. Like think in your own life. If you had a car that you had a car payment on, even though it's the nicest car and it's your dream car, but you can't afford food, you're going to get rid of that car. You're going to sell it and you're going to buy something more economical and affordable. Like let's just get rid of it. No one, no one cares. Like honestly, none of your colleagues know that you're selling the equipment off because you're freaking broke right now.   That's just you and it's okay. it truly like what can you get rid of? there equipment you're no longer using that you could sell that you could pawn off just to get you some cash flow quickly and cut some of that debt services? Like is there any debt service that we can get rid of for you? That's a question like but I think it's a very easy cut on the PNL. Dana thoughts on that.   Dana (09:02) Yeah, I agree with you. then and again, I can't, I can't really decipher where it comes from. But I do you do see offices wanting to hold on to those things. And maybe it is like, well, we'll turn it around, and then I'll use it. Great, then we can get another one down the line. Right. But right now, what the immediate relief from dispensing of it will far outweigh hanging on to it until down the road, maybe we'll need it again.   Kiera Dent (09:27) Exactly. Like it's okay. Like don't don't even stress about it. We're not we're not here for we're not here for that ego. So I think when we're looking at the PNL, let's look to see like go back to COVID days. If you were a business owner during COVID, I remember we scrubbed that PNL like, could we call the lenders? Could we put this on pause? Could we like get rid of this loan? Like those things I think are really important because that actually can free you up exponentially being buried in debt. I remember my husband when we were paying off his loans. Holy moly, he could not see outside of that debt for one second.   We can't get rid of our practice loan, but you could renegotiate your rent, like your lease. Those are things that you can do. I remember during COVID, people got very scrappy and I'm like, don't forget that scrap you just learned a few years ago. Like take those lessons and go through them. that's step one of, but be careful. Like Dana said, please don't cut things that are going, let's not cut the hygienist right away. Like I'm looking at what are the things that are nice to have, but not necessary to have. Let's cut those things.   ⁓ well, I put consulting in a must have. think if they're a great consultant and they're holding you accountable and they're moving you forward, yeah, you better believe it's one of the best dollars you'll ever spend. Now, if you are not, ⁓ if they're not moving you forward, if they're just having like rando conversations with you, probably a good thing to move on. But again, you also should go to your consultant. They work for you and say, I am in cashflow row, which hopefully if they're a good consultant, they would know that. And it's like, we have to make this happen. Now there's no other options.   So after we do that, next step is let's look at our AR. Doctors, if you don't know how to run your AR, that's your aging report. Let's just go see how much money is sitting out in our AR. And let's see if it's patient portion that we could collect or if it's insurance and also why and how much is in our 30, 60, 90 and over 90 buckets. Because that over 90, like this sounds awkward, but doctors like truly you can call patients and you can collect. We can send text messages. I know that feels awkward. I know that doesn't feel like what you want to do.   But these are ways like there is cash there. Also, like, let's look at the protocol of how are we getting there? Are we not collecting when they get into the practice? We can start collecting when they come in. I was in an office yesterday and they're like, gosh, our accounts are all funky. And I was like, sweet. As soon as they walk in, let's collect the money before they even go to the back. They're like, but that's different. We've never done that. And I'm like, think about a hospital. You do that. Like you show up, you pay the money and then you go back, like switch it. It's not weird. People don't think it's weird.   It's very normal. So like, let's collect the money. Let's put some systems into place. So we stop getting into an AR crunch. And really making sure that that is something that we are very proactive on. Do you know other thoughts on AR? AR to me, think is just like this like, I don't know. It's like an endless pit. And I think I have it because when I first started the business, I had this endless pit of AR and I didn't even know it existed. And I'm like, oh, no wonder I'm broke. It's just because we're not collecting the money. And then I was like,   Sweet, let's change the system. That's a system you should put into place. But what are some other thoughts or systems you have around AR to help people get this cash?   Dana (12:16) You   Yeah, I think AR it's it's kind of like culture. It's like a thing that you have to stay super super consistent on and work on all the time and I see it so oftentimes in practice. It's like well I pull it once a month and you know, like I that's when I work on it and I'm like no it's something that you have to set purposeful time aside. So whoever's responsibility it is making sure that every single week they have a chunk of time that can be dedicated solely to working on AR because it is also it can so   quickly grow when we haven't been paying attention to it. And so it's, I'd say, dedicated time for it and then find a cadence that works for you. Whether it's alternating patient and then insurance and then patient follow-up again and then more insurance follow-up, figure out however you can keep it super consistent and make sure you've got dedicated time every single week because it will quickly grow if we're not paying attention to it.   Kiera Dent (12:54) Yes.   Yeah, it's a wild zone that I'm like, okay, ⁓ it's so crazy how fast it will grow on you. so it's, and just so you know how insurance works, if you don't understand this, I'm here to like give you a quick like, all right, this is how the snapshot works. So what it is, is you actually have it where like,   These insurance claims don't fall in like, okay, it's the 30th of the month. So now we go and that's when our 30 days fall into 60 days. Every day, money is moving from the 30 to 60, 60 to 90, 90, because it's based on when that claim sent. So you have to realize this money kind of like interest is how I feel of AR. It's constantly moving on you. So you can call it winning Wednesday, you can call it like taking cash on Tuesday, Thursday, but like literally have days set up for your biller and   This is a position and this is a job responsibility that I am very sticky on. They have to do it. I don't care if we're busy. don't care if patients are calling like, dang, I'm so busy. I had a patient, I can't pay your paycheck. Like that's the reality. They have to collect money. I do not care. Those are non-negotiables for me. It's two hours, Tuesday and Thursday, non-negotiables period. The house will not burn down. The practice will not burn down. Get your dang money because oftentimes that's all it is. And it's just being consistent. So billers,   Doctors, if you need to send this to your bill, like, Hey, we're on cashflow row billers. I'm talking to you. You have a responsibility to your doctor and to this office. They have produced. You need to collect this money. So get the good insurance verification, get the statements, call the insurance companies, figure out why our claims aren't getting paid. That's your job, honey. That's your job. And yes, your responsibility. Like if you want a paycheck, collect the money because that's where your paycheck's coming from. And so   and it's nothing wrong. We're not doing anything wrong. We've done the work. We did great work. Let's collect the money and make sure that we don't get this out of control. It like breaks my heart when doctors have no money and it's because team members, we let our doctors down. They did the work and honestly, team members, it breaks my heart and I'm here to say like, tis tis, shame on you. Be better than that. You are better than that. Collect the money and if you need help, tell your doctor like, hey, hire the dental team. Like we have literally brought in hundreds of thousands of dollars.   just by helping some billers because honestly, doctors, like I say, tisks on the team, which truly it is our fault, but they might not know how to do it or how to do it effectively. There's a lot of ways where we can chunk it. We can break it down. We can make it so much faster and easier for them. We can help them get rid of some of the bad debt. It's running reports differently. It's tagging things differently so they can work it. It becomes so much easier. So again, like if you're billing is a struggle, great opportunity for you to get some help and billers, please don't be afraid to ask for that help too. So.   I say that with a giant hug as well. I know it was like a stern hug, but really you've got to collect that money. So we've got cut your expenses. Look at that. Like debt services. What on earth? Just get rid of the debt. Get rid of anything you can. Next is going to be that we're collecting the money in the AR. Let's figure out how much we have there. And then next is going to be producing. Now I will go on a rant again, clearly cash and burnout. Like let's just not get there. Like I hate this. Let's get you out of there fast. ⁓   I really hate when doctors come on to calls with me and they're like, yeah, I I produced a million last year. And I'm like, that's awesome. And they're like, yeah, but we had to write off 50%. So we were only produced like 500,000. And I'm like, why did you tell me a million that only served you like high five, but you did not produce a million. I don't care that that's your office fee that feeds your ego only, but it's not real. And what you're doing is you're actually hurting yourself because you're, you're elusive to the fact that you're not producing a million, but you think you are.   but you're living on 500 bucks, it'd be like, or 500,000. It's like, oh, Dana, I make a million a year, but I only have like 90,000. Well, why are you telling me you have a million? You don't actually, like that's not even real money. That's monopoly money. I'm so glad we gave you some paper money. Like I get it, but you're in insurance. So like, let's live on real numbers so you can produce real numbers. Cause this is often where cashflow happens because you're like, well, we're making a million.   No, you're not. You're making 500,000. So either get out of network, which I strongly would not recommend, but do a block schedule, figure out how to produce, make sure you're diagnosing. And also when I hear about these cashflow row offices, normally, and doctors, I'm not a dentist, so I'm not here to tell you how to do it. I'm just here to say, whatever number you want and need to produce, you need to be diagnosing three times that amount. That's a statistic that's proven. You've got to be diagnosing enough to get that money on your schedule.   And the next piece is treatment coordinators and doctors. We've got to make sure we're closing that treatment and getting it on the books and doing quadrant dentistry, not just solo tooth. If we're watching, what are we watching for? If you're a watcher, you're scared to diagnose, just diagnose one more thing that you would normally watch. Just put it on the books. That's going to help you. But the reality is you, you truly have a moral obligation to diagnose your patients, ⁓ to tell them what needs to happen and to not judge them based on what you think their bank account is. Your job is to be a comprehensive dentist.   All right, Dana, I'm off my soapbox. You should take it away from me now. What are your thoughts on that?   Dana (18:17) Thank   I love that and I do say yeah exactly we want to look at net numbers and if you're not happy with your adjustments then there are you know ways to tackle that through fee negotiations through you know looking at your numbers to see is it worth   changing some network status with one insurance company or making a little bit of a shift or do we just need to start, like you said, being strategic and block scheduling and maybe even one more step of, hey, yeah, we can block schedule and we've got to watch our insurance mix within our block schedule. All of those things are avenues. just kind of, you have to take a look at.   Kiera Dent (18:50) Mm-hmm.   Dana (18:55) the numbers and build it to be efficient, successful, get you to your goal and to also not cause burnout. I get so much pushback on block scheduling because it's like, well, my team knows how to schedule. Absolutely, right? But like, can I get you to goal with two, three crowns and a quadrant worth of fillings? Yes. Can I also get you to goal with 32, one surface fillings? Sure can. Those days feel super different.   Right? That's a lot of turnover, a lot of check in and check out and insurance verification and all of those things. And so when we build it more strategically, dang, those days feel really, really different to   Kiera Dent (19:23) They do.   And I say this often, I'll say it again, if we have a bad schedule, that was our fault. Like I know you're like, well, patients, can like, they just want to go here. And I'm like, no, you led them there. You guide them. Doctors, are like, you are a clinician. You are an amazing doctor. We get to pick our schedule. And so like Dana said, let's build this. Let's make this incredible for us. But I think those are hopefully three quick ways for you to figure out your cashflow. If you're on cashflow row.   ⁓ And please, the last thing I would say is bonus tip for you is cut the excuses. I think when people are on cashflow road, they like to sit here and excuse land. They like to sit here and blame land, which is normal. It's normal to be frustrated. It's normal to say, like it was this, it was that. was like, well, we can't hire people. Stop, stop. You're continuing this in a reality where it's like, it's just not true. I know it feels that way.   but we've got to stop the excuses. We've got to stop the blame and we've got to just say like, this is where we are. And the good news is this is what we're going to do to get out of it. It's hard. Like that takes mental discipline that you've got to have. But that's also where I think like a coach, a cheerleader, someone who's an ally with you. Like Dana said, sometimes it's a hug and sometimes it's a good like push because you need to be pushed. But hopefully these are a few things because I believe that the mental stress of cashflow row.   will create more burnout faster than anything else because you just sit here stressed out of your mind. So Dana, I hope you guys all like listen. I hope you take it. And if you are in cashflow row or you're on burnout row, please like reach out. We will do like a complimentary practice growth call with you. Like, let's see where your gaps are. Let's help you out. Let's get you out of this wildness because success with ease is very possible. And that's what I think Dana and Denali team in our.   whole company is passionate about is getting you the yes model, you as a human being so happy and fulfilled and having the life you want, getting the earnings and profit that you deserve that you are worthy of that you can totally have and getting the systems and team development to support those those top two things, just be able to say yes to whatever you want. So Dana, gosh, thanks for getting in this one. This is a solid and I just appreciate you loving our clients and getting them off of cashflow row and and into the happier land and for being on the podcast today.   Dana (21:49) Yeah, thank you so much for having me. And you know, I just love being able to see clients like win when they came in feeling so burnt out. So it just fills me too. So appreciate it.   Kiera Dent (22:00) ⁓   I love it. Let's get you guys the W's. Let's get you those wins when you didn't think it was possible I think that's my favorite thing is turning the impossible into possible and helping you take dreams into reality So reach out hello at the Dental A team calm and as always thanks for listening We'll catch you next time on the Dental A team podcast  

Kiera reflects on some of her most memorable episodes and experiences across 1,000 episodes (!!!) of the Dental A-Team podcast! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today feels like a ridiculously special, amazing, incredible day. We are at 1,000 Dental A Team podcasts. Like, can you honestly believe this? I can't believe it. I can't believe that we have hit record on this podcast a thousand times. And honestly, I wanna say thank you to you as listeners, to all of you who have made this podcast a reality. If you're new to the show, welcome. I'm Kiera Dent. I love dentistry. I love making people happy. I love.   truly enjoying life. And this podcast came to me while Jason, my husband and I were hiking Yosemite. And I said, Hey, I've noticed that there's this area where they're unserved, where doctors and teams are not communicating on the same way. And like, there's really got to be a better way to help practices scale, to grow, to evolve. And being a team member myself and a business owner, I thought let's combine both of those perspectives. So truly it's an honor. ⁓   I honestly cannot believe that we are here. So if you've been here since episode one, please send me an email. Hello@TheDentalATeam.com. I will send you a personalized thank you to you. I am just so honored. If you've been here for at least like 900 of them, let me know. But truly it's such an honor to be able to have this podcast where we're able to give back, to serve, to share, to laugh, to grow. This podcast has been such a healing space for me. And so today I thought it'd be really fun.   for us to actually go through some of our most powerful success networks that's helped hundreds of doctors. It helps you. And I've called it the yes model. ⁓ that's focusing, wow, that's focusing in on you being able to say you, earnings and systems and team development. So focusing on you as a person, helping make sure that you're profitable as a practice, and then having systems and team development in place ⁓ to make sure that you can really, truly say yes to everything in life that you want. Because I truly, truly, truly believe.   that running a practice, having a successful team, having a team of people that are accountable does not have to be hard. And so really that's been the whole purpose of this is to make it tactical, practical. And I thought like, Hey, this is going to be something really fun. We're actually going to pull from our framework. But what I'm going to do is I'm actually going to pull from past episodes, some of our hottest episodes, some of those fun episodes to kind of help you see how we can focus on you as a person, how we can focus on your earnings and profitability of the practice and helping with your systems and team development.   Now, something that is fun is that there actually were several episodes that were our top downloaded episodes over the years. And so this is just something fun if you enjoyed it, amazing, but truly we looked back and these ones stood out. And so our episodes were episode 469, 10 Practices in 2 Years with Lewis Chen. So such a fun one to inspire, to ignite, to help all of us like really just get, I remember that practice and I was like, my gosh, I thought I like.   rampaged up and in like two years we had three, but to do 10 practices in two years. Our other top downloaded episode is episode 501, What Office Managers Need to Know and really helping those office managers highlight, elevate. Being an office manager in dentistry, I feel is such a tricky zone because there's really no rule book for it. And that's what we tried to create at Dental A Team is what is an office manager supposed to do and giving support to office managers and doctors so you can truly have these incredible leaders in your practice.   And then our next most downloaded episode was episode 607, A Day to Remember. And that was actually released on Thanksgiving. So shout out to you guys for having these as the most popular downloaded episodes. But like I said, I want to give you guys that framework for being able to say yes to everything with some podcast tools. Don't worry. You want to go back and listen to them if you don't want to. But trying to chunk that so you can really look at your life and your practice.   Kiera Dent (03:41) So breaking into the you section, this is about you as a person. This is about you being that visionary, that owner, that fulfilled human, because honestly, if you're not fulfilled and you're not happy with what you're doing, honestly, your practice can't be there. And when we build the yes model, we purposely put it in a specific order of you first, and we focus on you as a person. Then we focus on earnings and profitability. And then we focus on systems and team, because what I found is if we put them in this order,   You as a person first, kind like take the oxygen mask off of you, put it on you. Like you've to take care of yourself first before you can help other people. If we put that oxygen mask on yourself, then what we do from there is we can give and serve to other people. Then we focus on profit. Cause honestly, so much of stress comes from cashflow. Like honestly, the bulk of offices who sign up with us and not all, but a lot of them are struggling with cashflow. They're struggling with profitability. They're struggling to learn to read their numbers. And then we do systems and team development.   And a lot of times we think like, let's put the systems in place, cause that's gonna fix everything else. But what that does is it doesn't make sure that you are fulfilled and we know where you're headed as a person. So focusing on you as a doctor, scaling honestly starts with you, but that doesn't mean we're doing more. It means that you are the leader that your practice needs. You know where you're headed. You know what the direction of the practice is. And that's where this can all come together. So some of the episodes that we pulled out for you guys from all these thousands of episodes, like literally we have a thousand. ⁓   would be number 17. Like let's go way back in the archives. If you have not gone, you guys can always head on over to TheDentalATeam.com, click on podcasts. You can search any topic and you can go find all thousand episodes. But going back clear to episode 17, I love this one, is Goals are lost without Accountability. So when we're having those, like if you don't have accountability in your practice, if you don't have things to help keep your team accountable,   Honestly, doctors, you can have all the goals that you want, but you've got to have the accountability with it. And so I really love to help doctors and teams come together within Dental A Team and our consulting ⁓ to make sure that your goals are hit because we have accountability and that means your personal goals. So where you want to be and your professional goals. And we have a client that really like was struggling with some of their goals, but they knew where they wanted to go. They wanted to get a beach house. They wanted to be able to take care of their children in college.   ⁓ And what was really lovely about that is because we knew where they were going to go, we were able to help hold them accountable to it. And then we were able to the E portion that we'll get to, we were able to help create the profitability within the practice using production and metrics to be able to help them get there. But really looking at goals are lost if you don't have accountability. Like truly, if no one's holding people accountable, you doctor have to do it all. But even a lot of times things just get lost. And so making sure   that we really are working through these different pieces to make sure that your goals are not just a wish and a hope, but they're actually being measured and we're tracking them. We're making sure you're living the dream life that you want to be living. that would be an episode. Another episode in here would be 551 Leaders, You Need to Decide and helping you as a leader know that your team can't read your mind. You've got to make decisions. More is lost through indecision than a wrong decision. I have a quote over here by Theodore Roosevelt that   any moment of decision, the best thing you can do is the right thing. The next best thing is the wrong thing. And the worst thing you can do is nothing. And so making sure that on there, you guys are making a decision. Doctors like you have to decide. You have to be clear. You have to know where you're going. And I think deciding the life you want to live. ⁓ I have a quote that we say often, your practice should serve you, not you serving your practice.   making sure it's really giving you that dream life. Otherwise, go be an associate, like honestly, but there shouldn't be the stress and the heartache. And I know that there's stress with running a business. That's not something that we can ever take away, but really making sure we're fulfilling your bucket, your cup, making sure you're taken care of is a big portion. ⁓ Episode 940 was another popular one, What Leaders Should Not Do.   I thought this is a really good one to help doctors like realizing your role has to change. You have to become this incredible person. We have to know where you're going. We have to know this vision. But honestly, like leaders, you should not be doing everything. You should not be fixing everything. Otherwise you're enabling. And I remember another great ⁓ thought is when we empower our teams without accountability, we actually create ⁓ entitlement. And so what are we doing and are we fixing everything and helping?   Like we think we're helping, but we're not actually having our team rise to the table. so really looking at like, these are the things not to do. These are things that won't help you become the leader and the person that your practice needs and really relies on you to be. So another great episode of what things should you not be doing. think that that sometimes helps again, because as the visionary, as the leader of the practice, as you, as a person, ⁓ making sure that you're not running yourself ragged, trying to make everybody else and pleasing everybody else. But that way you're truly working as a team.   You need to show up as a CEO. You need to show up as the dentist. But you also need to have good working hours and good life ⁓ balance and life happiness and making sure that you're fulfilled and that your cup is being full. Otherwise, you're going to burn out and really making sure we take care of you as a person. Last episode to highlight in the you section is 948, The CEO Visionary and The OM Implementer and pulling from EOS and traction where   We literally have like CEOs, you're the visionary and how to have your office manager really be a yin to your yang to help support, to help make the visions come to life, to help bring all these pieces to the table ⁓ really, really truly can help. How do these two roles operate and who should be doing what and getting and gaining that clarity because again, when we focus on you and we know where you want to go and we know the pieces.   Then you're able to settle into your role as CEO of the practice too. And you're able to settle into all these different pieces, but really looking at you as a person, like not doing more, you as a leader, you as the CEO, you as a spouse or a partner or a parent or a sibling or a child, whatever it is, but you showing up as the best version of you. so yes, these are.   four episodes a lot on leadership for you. But really in that section within the Yes Model, I want you to really look at your life and I want you to see, are you truly living your best life? Are you truly fulfilled? Are you delegating to your team? Are you leading your team? Are you ⁓ working hard? ⁓ Or are you doing things smarter and actually working?   happier and more enjoyable. When I ask you about your personal relationships and I ask you about your personal life, do you have an identity outside of work or is it just work? ⁓ Do you find joy in the little things or have you lost that joy and sparkle because you're so consumed with the business? Those would be some things and if we're not taking care of you, it might be time to give a little TLC. I remember there was a great ⁓ podcast guest.   And he said a comment, he said, we should take care of our billion dollar asset, AKA our body. And I've thought about that a lot of do we take care of us, our body, our mind, our psyche, our happiness, to make sure that we can show up as those leaders that our practice and our patients and our community needs. ⁓ And so this section, I really hope that you highlight, yes, being that leader who needs to evolve and rise, ⁓ but really making sure that you're the human that you wanna be.   we've got the North Star dotting to where you ultimately want to go and really just spending and highlighting that. Okay, so the question to that is what do you need to stop doing in your life right now? Practice or professional or personal or both. So that way your team can start owning more and also so you can start having more fun in life. What do you need to stop doing? Like literally I'm sitting there with you pretend I got my pen and paper and you're like, okay, Kiera.   This is what I need to do to feel more fulfilled, more happy, more like me. What do you need to stop doing? Notice I didn't say start because you want to go like, no, I need to start journaling. No, what do you need to stop? Cause I'm trying to help you see that a lot of times less is more and you actually can create more by doing less. All right, next up is earnings. Making sure that you have profit with purpose. Collections don't equal profits. And so...   What I've noticed is like in larger practices, oftentimes they do protect their margins and they measure what matters. And so really making sure that when we're looking at the numbers, so we're looking at our earnings, this is moving into the second portion of the yes model. ⁓ Are you paying attention? Are you using your numbers to guide every single decision in your practice? And what I've seen is when practices come to us in chaos and move into clarity and more into control and more into ease, they know their numbers forward and backward.   Like they truly know, they use their numbers to make decisions on who to hire. They know their top line numbers. And what I love about this, like with our clients, we work hard on getting them an overhead scorecard. ⁓ So they know what their overhead is. We look at their monthly costs slash their BAM, their bare ACE minimum. We're looking at projections in the practice of what do we need? How do we hire? We're looking at other pieces for that I really just love are looking at their overhead as well to make sure. we've got our overhead, we've got our monthly costs.   We've got our profit margins to make sure we're looking at debt services to make sure that with the debt services, we're still profitable and we have cashflow in the practice and that these practices are thriving. And then we use KPI scorecards to make sure that the metrics within the practice are leading to the profit for a profitable business to make sure that doctors have a cashflow. And also in there, we include to pay doctors, like doctors you've got to be paid, otherwise it's really hard. And so again, just because we're producing, producing and collecting drive me wild.   I don't care what you're producing on a gross level, I care what you're producing on a net level that we can actually collect. Gross is gonna feed the ego, net's gonna feed the family. So make sure we have those numbers dialed in. So when we're looking at this, I want you to make sure that what I'm producing is actually collectible and also that we're producing enough and collecting, but that we also have our expenses in line. So we try within our clients to have them at a 50 % overhead, 30 % doctor pay, 20 % profit.   Now, obviously those things can be impacted by other things, rising costs, different pieces, but really a quick benchmark for you. And a couple different ⁓ awesome podcasts to kind of tie into this to just go back through the archives would be episode 618, How to Make Your Practice Profitable. So a lot of times we think it's production. We think that we've got to like produce more and create more, but really sometimes you don't have to produce. can't produce our problems. So looking at our P &L, looking at our costs, getting our whole team on board, having KPIs, having accountability within our team.   really can drive more profit. ⁓ I remember in Traction, was like at the very end, I'm probably gonna slaughter this section of the book, but I remember them saying that a lot of times the profit margins don't get bigger, the bigger your business goes. So like the problem, like your problems just get bigger with the more you produce. So an example, like they said, like a $1 million business with a profit margin oftentimes has the same profit margin as a $10 million business, but the headaches are more. Now, of course, ⁓   10 % profit margin on a $1 business compared to a 10 % profit margin on a $10 million business, there's obviously going to be more dollars. But it's the question of could I have more profit in a smaller practice? I don't know, that's questions for you to answer versus maybe always growing and chasing the next thing. So really looking to see how can we make it more profitable? How can we squeeze more juice out of it? And this is actually really fun because when we interview consultants to come into our company, we actually look to see can they find...   how to make a practice more profitable with a basic scenario. Because at the end of the day, if we can make you more profitable doctors and you can use your business more efficiently and with less stress and like better utilization of team members, you actually are way less stressed because you have cashflow and monies aren't as big of a deal. And what I found is the bulk of stress comes from cashflow issues. So really doing that, another great episode from this would be episode 871, Increase Profitability with Your AR.   So looking at cashflow leaks that kill growth. So AR is a huge zone and a lot of practices are like, we don't have any money. And I'm like, you have 160,000 sitting in AR, you've already done the work, we just need to collect the money. So making sure that we are actually helping you and your team get that money that should be paid to you. I had an office on a coaching call and they're like, well, Kara, our front office feels bad for calling patients to collect bills. And I was like, they feel bad.   No, they're doing these patients a service. Like we did a great job. Now these patients should be so happy to pay for us. And the reality is we should never be chasing money. We should just be collecting at a time of service. So really helping that profitability with AR because collections you can produce all day long, but if we're not collecting your profit margin is going to really, really struggle. So a lot of times it's not even a production issue. It's just a collection issue. That's a very simple system, which will come next in the S model. But when we see the numbers and we see where the leaks are,   then we know which systems we need to put into place. So this is how like you as a person know where you're going. Then we look at your profit, the numbers will tell us where we actually have true broken problems within our practice. And then we build the systems to fix those problems. And then it just chips up the line and you're able to say yes to more in your life. Another great episode was 884 Use Hygiene to Increase Profitability. So making sure that your hygiene department is about 20 to 35%.   Wow, excuse me, 25 to 30 % of your revenue ⁓ in your practice, depending upon what it is, that's usually for a GP practice. Hygiene's obviously, ⁓ in a pediatric practice, it will be different. Same thing within surgery practices and also some big GP practices that are doing a lot of surgery, hygiene might not be able to keep up with it. Or if I've got a doctor that's maybe slowing down, hygiene's actually out producing the doctor. Well, that's a concern that shows me that that doctor's not diagnosing and there's something going on.   But really utilizing your hygiene department, making sure our hygiene department's very thorough. This again, if it's not, and we don't have enough ⁓ perio within our practice, if our hygiene department's not ⁓ calibrated, we're not aligned, that then is a system that we'd wanna put into place to make sure we're able to help that. So really just another great episode. then 890 was, episode 890 was Hacks for Increasing Profitability. So ⁓ just some different pieces of like, what do we do? How can we increase that profitability?   certain things that we look for are one, like what are we producing and collecting? So let's look there first. Two, we wanna look at our BAM, our barriers, minimum and our costs and making sure that it's realistic for there. ⁓ And then also looking to see, could we renegotiate some of our pieces? Could we look at our lease? Could we look at our rent? Could we look at ⁓ our marketing spend? Could we look at our payroll? And again, I'm not here to cut team members. Don't worry team members.   I just want to make sure that each team member is being maximized and utilized based on the profitability because we know that most businesses should be able to run on a 30 % allocation to payroll. And so looking to see, we utilizing and maximizing our resources like we should? So really just looking for some of those hacks for profitability. But I love that so many people are obsessed with production and I'm obsessed with profit because profits, what's going to feed you profits, what's going to help you profit is going to be the piece.   that's going to actually make you thrive rather than just survive. Production, if we're not collecting and we're not profitable, it does not matter. And I go to a lot of business conferences and I love, they're like, yeah, my business did 10 million last year. My business is 100 million. And I'm always like, I don't care. What's your profit margin? And a lot of them come back. I remember there was this guy and we were chatting and he has a $30 million business and yet his profit margin was 5%. And he's like, Carrie, you're honestly probably taking home more than I am.   on a smaller business. And so again, I don't care about your production and top line number. It does play a role, but what I care more about is are you profitable and are you obsessed with being as profitable as possible? Are you reviewing your PNL every single quarter? Are you looking at small cashflow leaks? Are we making sure that we're collecting the money of what we produce? Are we making sure that our write-offs and our insurance is correct? Are we making sure our hygiene department is... ⁓   appropriate and are we using like KPIs to track this and to measure this to make sure that we're actually doing it. So that's kind of within the earning section for little highlighted episodes for you. And so then some thoughts to wrap that up would be if you're producing more but taking home less, what number are you not watching in your practice? So really look at that and see, gosh, like I'm producing this, but I'm not taking home as much. What number or numbers are you not watching that maybe you should start watching Food for Thought and   put it into play, you'll be much happier when you're profitable. And then last but not least, this is one that everybody obsessed with, systems. We want systems care. Please, please give me systems. I just want my practice to run on autopilot. And like the answer is like, yes, we should put systems in. And I think about like McDonald's and Chick-fil-A and they're able to give a very incredible experience with systems. And Walt Disney said like, he's able to create predictable magic with the systems behind the scenes. And so for you and your practice, how can you create predictable experiences?   predictable revenue, predictable production through the systems. So a couple of great episodes that we had with systems, systemization I think is like sexy and not sexy, like cool, that's great. But like really, if you focus on you first, then you focus on the numbers, you then know which systems to put into place. So you don't have to actually do all the systems. People are like, here, I just need a whole systems like repertoire. And I'm like, no, you don't. You need the systems that are actually gonna get you the results. I believe that we should focus on results, not on busy work.   So a couple episodes that kind of just highlight some systems for you are episode 381 Systemization: Where to Start? It's a really good episode for you of like how to like you don't just build 100 SOPs just like we were talking about. You literally start with the systems that are going to impact your revenue and profitability first. And those are the ones we're going to build right away. So a good one to help you prioritize that because a lot of times it can feel very daunting. Like I'm trying to eat an elephant. So where do I start? ⁓ Episode 872 Are Your Systems Outdated? And so with that one, just because it worked in the past,   You gotta also update the systems. Do we have a new software? Do we have a new process? A lot of times these systems get like written and we're so excited we made our ops manual, but they get put on a shelf and cool, we never even touched them again. So making sure that you keep your systems up to date, that they're current, that everybody's using them and if you actually are using them, they don't get outdated. So having a set cadence and process for that. Episode 881, Priority Scheduling: Ideal Week and Ideal Schedules   So figuring out like, does our ideal week look like? What are our ideal schedules look like? And so with that, we can figure out how to schedule and do block scheduling to actually build, like that's a great system to put into place to help us get our profitability, to help us get our production, to then help us get the life that we want. So do you see how like the yes model at like, we start at the top with you, go to earnings, go to systems, and then we work on systems to impact the profit and production to impact you and your life. So really I'm obsessed with block scheduling. I obsessed with?   I deal weeks, I'm obsessed with being a master of time rather than time mastering you and really helping offices realize what needs to happen and prioritize. think prioritization is a really tricky thing for a lot of people and having a consultant or an outside view help you out, I think is something really magical. And then last but not least, episode 959, Build a Practice That Can Run Without You. This is what people ask for all the time. And so I love on this. You'll never have true freedom.   if the business only runs when you're there. And so looking at that of, like I said, Disney, Walt's not there and it's still able to run. Chick-fil-A, I don't even know who the owner is, you guys know, but like it's able to run without the owner being there. And so the owner I feel creates the vision and the magic. That's like what your secret sauce is. But the systems are so people can run and operate without you there. And for office managers, same thing with you. I hate the like, if you got hit by a bus, I'm like, I don't ever want to be hit by a bus.   So instead I'm like, if you were at home with a broken leg and then had two office managers literally be out with broken legs. So, ⁓ but I think it's a great example. So watch out, don't break your legs. But I said, if you were out, could the practice run and could you know that the practice isn't running, AKA with your KPI scorecard and being able to look at your numbers, would you know what system needs to be implemented and if systems were being followed or not when you're at home? And so oftentimes that helps you figure out, again, we look at our numbers to see which systems do we need to put into place.   But then beyond that, we're also going to look and say, all right, so these are the numbers that are telling us we have a broken system. But then when you're not there, does the practice still run without you? And does it still operate? And if you were to come in as a fly on a wall on a vacation, so pretend you're out on vacation, I surely have done this to my team. I'm out on vacation. I pop in a day earlier than they think I'm supposed to be back. Is the practice running the way that it should? That's how you know you have great systems and great leadership.   I don't believe that just good systems will create a great practice. You also need great leadership to ensure that they're staying accountable, that they're following systems, but also making sure that less is more. ⁓ The KISS model, keep it simple, silly. I prefer silly over stupid. But really look to see where are maybe the systems that we need to do. And I love in Dental A Team, we do our 12 systems. And that's something I really love to just kind of give an outline of which ones per month.   would help out. So just a quick overview of Dental A Team's systems for success. We say that January is office management, mastery and leadership. And if you guys want to go back in the archives, Tip and I actually did like, I think it was from November through December a few years ago, we went through every single one of these systems. We broke it down. We gave tactical tips for you on those. So January is office management, mastery and leadership. February is doctor optimization, making sure we're utilizing and maximizing everything within the office. March is billing with ease.   April is five-star patient experience, May is smooth scaling scheduling, June is maximized case acceptance, July is dynamite dental assistance, August is elevated hygiene, September is competent marketing, October is complete operations manual, November is practice profitability, and December is A-Team hiring and onboarding. And so utilizing these systems for you to look to see, and again, there's, that's kind of like a category overview, but looking to see where maybe some systems broken within that category.   that ultimately could impact our profit and production that ultimately impact us as individuals. And doctors, I know I highlighted you a lot about you as a person, but also your team members as human beings too. How can we make it easier? How can we make it more fun? How can we make it to where we have more fun at work, more enjoyable rather than more stress? I think is something super, super important. And so when you look at this, I think to wrap up our system section, what systems or system category in your practice   still depends on you and is it keeping you stuck in your practice or preventing the growth? Are you the bottleneck in an area? And to maybe just ask yourself, what is that and what's holding me back? So really, truly just some fun, like, my gosh, you guys, after a thousand episodes, ⁓ I think I can confidently come on here and say that the formula for growth hasn't changed. I think we've gotten smarter. We figured out what's the priority. How do we prioritize it for you?   the $5 million practices, the $2 million, the $1 million, the 500,000, the startup practice, they say yes to leadership clarity, profit strategy, and systems that scale. So that's you, right? Leadership clarity, you as a person being happy, earnings, profit strategy, and as systems for success that scale. Now again, systems that scale, so you're able to grow and you have options. This is truly what I think is so valuable, and I thought.   on a thousandth episode, we've got to have something very powerful, very impactful, giving you just kind of a recap of all the time together. Talk about how magical it is to be able to be here together, to be able to share. And what I will say is, ⁓ I'm obsessed with helping offices be able to say yes to more of their life, to be able to say yes to more of what they want, and to be able to get back their time, their team, their life. And that's something that I'm just obsessed with. So if you're looking for help with that, if you...   I want more yes in your life and less stress and more happiness. Truly I do believe and I've seen it work with hundreds of offices and something just so powerful to be able to share, to give to you. And I just wanna say thank you. Thank you for making the Dental A Team podcast real. Thank you for being listeners. Thank you for sharing this podcast with so many of your friends. Thank you for commenting. Thank you for tagging us while you're driving to work. Thank you for being dedicated listeners. Thank you for being clients that work with us.   Thank you for truly wanting to change and impact the world of dentistry in the greatest way possible. It is truly an honor. I just feel so honored and I'm so freaking excited for the next thousand. So let's do it, let's rock. And at the end of the day, all of you, I want you truly remembering that dentistry is the greatest profession we could ever be a part of. I want you saying yes to more. If we can help you in any way, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.  

Kiera is joined by Mark Rasmussen, CEO of Moolah, to talk about the landscape of credit card fees and how to reduce them, membership discount plans, and other bonus features offered by the dental payment tech company. (Pssst, Mark was last on episode 866, It's Time to Modernize Payment Processing!) Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today I am super jazzed because I have a guest here who's going to help us with cashflow leaks, modernizing your practice, figuring out those membership plans, all the things that you need and want. We're going to talk about some case studies. This is one of my absolute favorite guests, Mark Rasmussen, CEO, owner, founder, Moolah. How are you today, Mark? Welcome to the show.   Mark Rasmussen (00:22) Hey, Kara, I'm doing fantastic. I'm doing awesome. So, so, so it's connected with you and your listeners and excited to get into all this juicy good stuff about revenue and payments and modernizing things. Let's do it. I love it.   Kiera Dent (00:31) Yeah.   Let's   do it. So I have a slight crush on Moolah. Like truly you guys like just make credit card processing easy. And so what I want to start off, if you guys don't listen, Mark and I have done other podcasts in the past together. ⁓ But I don't know, Mark, what you guys say on your email subject lines, like on your little, what is it your signature, but I feel like it should be like your new favorite credit card processing company. Like that's what I feel like Moolah's tagline should be because I wanted to do a couple case studies with you since we last chatted.   Mark Rasmussen (00:40) Hahaha   Kiera Dent (01:05) ⁓ Mark knows, like, I do have a crush on Moolah. I try to get them to come and be our processor too.   Mark Rasmussen (01:10) I need to like soundbite clip that,   like I have a crush on Moolah just like everywhere in social. I love that.   Kiera Dent (01:15) I   do. do because I like companies that make things easy, but also are like the cheapest on the market and credit card fees are one of my biggest beefs. Like really truly I get annoyed when I look to see how much credit card fees are charging. And when you guys, ⁓ deadly team listeners, just so you know, I'm going to throw it out there. Like anybody who goes through our link literally saves 10 basis points. ⁓   on it, which is huge to get anywhere in the credit card industry. So you're getting below that 2.99. So you're getting 2.89 on cards not present and 2.39. And I hope that Mark, I'm allowed to say that because I'm just going to be bold and brazen. And if not, we'll cut that out. So don't stress about that.   Mark Rasmussen (01:52) No, no, no, for sure. And   not only that, it's like, that's not just a like teaser rate, like they look, your practices will get that preferred rate forever, right, which is awesome. And, and it's like you and I were talking a little bit earlier, too, of like, a bit of shock and awe of like, I and myself as well, I've been seeing like some statements from potential practices. And I'm like, ⁓ my God, I'm like, I'm seeing like,   Kiera Dent (02:03) which is so big and you don't add extra heat.   Mark Rasmussen (02:19) six, seven, eight percent, like net effective rates. I know you were saying you have been seeing even higher. It's crazy. Yeah, that's crazy. It's almost criminal.   Kiera Dent (02:25) Mm-hmm. Yeah, so it   does feel criminal because like here's the thing like you might get a cheaper rate somewhere else but when you look and dig into the details and this is where it feels annoying and obnoxious to me and doesn't happen right away it happens like when you've stopped looking at it you're like I've checked my credit card company for years they don't do anything and then all of a sudden it starts creeping up and being eerie and that's where I just get annoyed and that's why like I have a crush on Moolah because you guys don't do it and you guys stay consistent for it so   I felt Mark and I, you didn't listen to our last podcast, we'll definitely link it in the show notes for you. But Mark, I felt we should kick today off with some case studies because I have some clients that I've recommended over to Moolah. And I think my favorite one is we were looking and I had a practice and our overhead was high. So like this practice, they don't love to like look at numbers. They have an amazing CPA. Like I will say we do look at numbers, but they're kind of like, yeah, carry it. We'll just like out produce our problems a little bit. And that's fine. Like anybody can have that. But I said, Hey,   Mark Rasmussen (03:17) Alright.   Kiera Dent (03:21) Your credit card fees are really high. think that they were honestly like 10%. And I'm like, is that really true? Like that just seems outlandish. And they said, well, Kiera, we're in a contract. Mark, do you want to throw up with contracts? Tell me about credit card contracts.   Mark Rasmussen (03:33) Oh, I hate contracts. I hate contracts   like really in anything in my life. I don't know. So yeah, but that's, it's just crazy. The industry for the longest time has like felt the need to like lock these business owners and not just Dennis, but business owners in like these typically it's like three year contracts. And then, you know, they'll have like termination fees. And so they take advantage of that. And like you were saying, I talked to so many practices are like, Oh, I'm paying X and you know, they were paying X the first month that they signed up.   And then they didn't look at it, like you said, and then six months later, eight months later, the processor started like nudging it up, nudging it up, nudging it up. And to the point where when you look at what their rates are, you know, two years from when they signed up, it's like almost 180 degrees difference. So yeah, please you guys out there, please make sure you stay on your credit card processing. Look at those month end statements. Look at, you know, what is being nudged up because   Kiera Dent (04:19) Yeah.   Mark Rasmussen (04:28) You know, they'll just slip it in a little statement message. They're not forthcoming about it. I promise you they're not like, shooting you multiple emails or calling you and be like, hey, we're going to increase your rate. No, no, no, no, no. They're going to slip it under the table and hope that you never pay attention to it, which is really what happens because you guys are all busy. You guys are all doing amazing care on patients and you're not paying attention to that. That's the reality.   Kiera Dent (04:49) And it's creepy to me because it's also done on things that don't make sense. Like I feel like reading a credit card statement with what they're charging is like reading very highly processed foods. And I'm like, I have no clue what 90 % of these words are. And I feel like it's the same thing when you come to a credit card statement. And so back to this practice, what we did, there's two case studies I wanted to bring to the table today that are my own personal clients that I've referred over to Moolah that I signed up with Moolah. So this practice, again, overhead, let's out produce our problems.   Mark Rasmussen (05:00) That's a good comparison, I like that.   Kiera Dent (05:18) And it was wild because the first month they switched to Moolah, their CPA sent a letter to all of us and said like, hey, what'd you do? Did you switch credit card companies? Your fees are so much lower. Like that fast first month drop down. So we went from about a 10 % fee on what they're producing and collecting to then dropping it down to this 2.89 to 2.39, depending upon if card was present or not, which is super awesome also because then you can get cards.   Mark Rasmussen (05:28) guys.   Kiera Dent (05:44) on auto renew, like on just processing internally and you don't have to, like you can have cards present or not present within the practice, which is so awesome. ⁓ But I was shocked like that fast. And then another practice that we brought to Moolah, they were locked in with another credit card company. And so I didn't know you couldn't do this, Mark. So this was like rookie mistake on me. Like I was, I'm scrappy and I thought, well, okay, fine. You guys are in a contract. So.   just stop processing through that processor, switch everything over to Moolah. Well, you know this Mark and I was rookie so you know what happens. Do you know what happens with those companies?   Mark Rasmussen (06:21) No,   listen, I said that a lot too because technically, really, if the practice is in a contract, and I've said that before, you probably have these miscellaneous junk fees, these monthly minimums that are gonna hit maybe 20, $30 a month. But even if you're paying that minimum and you saved thousands over here, who cares? Pay that minimum, just write that contract out. What happened here in this scenario? Okay.   Kiera Dent (06:44) That was exactly what I said too. So   that's what, cause I was like, why not? I thought the exact same thing. I'm like, okay, if we're looking at, you're able to save 3%, 4 % like higher amounts and we're processing, even if you're processing a hundred thousand or 200,000, like that extra two, 3 % do the math. Like that's surely going to offset the cost. Well, what happened is we actually did that. So a client signed up with you guys. They did that. And we got a letter from the other processor saying,   Mark Rasmussen (06:54) Yeah.   Kiera Dent (07:11) that, we have a minimum and if we don't hit it, it was going to be substantial and to get out of contract, it was going to cost us a thousand dollars. So we literally said, fine, take the thousand dollars because we'd already saved that much through Moolah's savings to be able to like, we're just like, like it's a done deal. Like they were trying to threaten them with this thousand dollar fee, but we were like, that's so minimal to get us out of this contract based on how much we were saving. Now this practice was processing a decent chunk.   Mark Rasmussen (07:32) Right. Right.   Kiera Dent (07:38) But I think even if you're processing like 70,000, 80,000, that one, 2 % stacks up. Like it's insane how much we pay in credit card fees. So those are like the two that I wanted to bring to the, like I said, this is why I have a crush because I hate credit card fees so much. And that's going to lead into our next topic. But Mark, anything you want to add? Cause these were two cases that I've watched since we last met.   Mark Rasmussen (07:45) yeah.   I love that.   Kiera Dent (08:00) ⁓ I'm constantly on the prowl for cheaper people. I love that you guys don't charge for the terminals. You have it set up the next day. There's no contracts. Like that's where I said, like it's your new favorite, like credit card processing. You don't increase the fees. You give our clients reduced rates. If you have multi locations, you guys also take care of those practices. Like it's amazing what you guys do. So that's my like pitch for Moolah, but if you want to add anything else.   Mark Rasmussen (08:22) I love that. wanted to, because you just   like rang a memory. So what you were referring to in that practice, right, where like, okay, you can't just skate by and just pay the minimum, right? Or they were gonna hit him with his fee. Well, another thing I'm gonna tell your listeners out there is, listen, if you don't go with Moolah, great, do your homework. But one thing to look out that I've seen in contracts, which is crazy, is that sometimes you'll see a contract, all right, if you cancel early, it's like a 350 termination fee. Okay, fine.   but I've seen others out there where the processor says they try to enforce liquidated damages. So the processor will say, oh, we've been making, you're in a three year contract, on average we're making like, whatever, $500 a month on your processing. If you leave us now, it's not early termination fee, we're gonna calculate that $500 for the remaining 16, 17 months and they hit you with this liquidated damages thing, crazy. So just be on the lookout for that. If you're doing anywhere that's a contract,   Kiera Dent (08:57) No.   Mark Rasmussen (09:20) Look out for liquidated damages, that's no bueno, but better yet, find somebody that's just not gonna put you in a contract. Much easier.   Kiera Dent (09:26) Yeah. And   also like, okay, Mark, help me understand. And maybe you don't know because you guys don't do this and that's okay. But to me, it feels really funny that I signed a contract with them and there's got to be something in the fine print because I'm like, how did they go from what they told me to being able to add all these extra surcharges later on and increase it when we're in a contract?   Mark Rasmussen (09:43) for sure it's in the fine print.   yeah. It says that any, it basically says that any time at our discretion with 30 days notice, we can make an adjustment to any of your pre-schedule. And so they'll just do that. And then they'll just put a little message, you know, really small font in whatever kind of notification. And you know, in their minds, right? All right, well, we checked off the box. It's super shady. It sucks, but it's, you know, it's out there. Yeah.   Kiera Dent (10:05) Yeah, it is what it is. And I would say   they'll like look at it because two clients that were in contract, we were able to send over every person that I've sent to you guys have just loved who you are, that it's easy, that it's fast, that it's the cheapest processing. And there's a few other features that I think we should talk about. I feel like I'm on like a Moolah sales pitch right now. Like I'm truly not. I just get giddy. Like if you guys hear me talk about Swell,   Mark Rasmussen (10:27) Ha   Kiera Dent (10:30) was Zeke and Google reviews. I have a crush on Swell. They just do Google reviews better than anyone else. And right now, Moolah for sure, you guys are taking the cake on being able to do credit card processing better than any other company that I've come across, which I think is amazing. And so something else that I think is ratcheting fees on practices when we're looking for some of these cashflow leaks is on membership plans. Now, I'm a huge proponent of membership plans. I also think with the economy, with where insurance is reimbursing, ⁓ people are starting to look at like   should we be going out of network? And my big proposal is, hey, yeah, of course, if you want to do that rock on, membership plans really can help with that. But ⁓ there are some membership companies that actually charge pretty outlandish fees. I never wanted to pay for that. I was scrappy in a practice. So what I did is I just charged the patient an annual fee. Well, that was like eight years ago that I was charging an annual fee. And I think you look at today's world, no one wants an annual fee anymore. They just want like a monthly fee and they want it to be low.   Mark Rasmussen (11:02) for   Right. Right.   Kiera Dent (11:28) But managing that is nonsense on my own paying for it. And Moolah, like I've heard through the grapevine, you guys are doing something with membership fees. Can we talk about the membership plans? Talk about how you guys do this. Is it easier? Is it something we can do? Because I think membership plans have to come into play with the insurance situation that offices are in. And also possibly a cash leak if you're paying for heavy management fees on your membership plans.   Mark Rasmussen (11:37) Yeah, yeah, absolutely.   Yeah. So listen, membership discount plans. I've since I've been, I've only been in the industry, you know, dental industry for about four years now. And every year I feel like it's getting traction. More practices are asking about us. I have practices that are doing demos with us and they're like, Hey, I'm doing this demo is driving it because I heard you guys do, you know, membership, discount plan management. And so yes, the answer is we do. ⁓   And as you were looking to, there's a lot of great vendors in this space that just do that, right? And I'm not going to name any names, but there's a lot of great vendors, but they're not inexpensive. Like, you know, there's some decent SAS fees and then you pay per patient enrollment. ⁓ And so when it's, you know, when you look at the net net and you're like, okay, is this really making sense? So what's nice is that we have complete membership discount plan management built into the platform. You can create all your plans. ⁓ You can easily onboard the patient into the system.   Kiera Dent (12:21) Mm-hmm.   Yeah.   Mark Rasmussen (12:48) whether the patient wants to go monthly or annual, like you said, you were doing annual and a lot of the practices that I run into have historically been doing it annually, right? Because to think about billing it on a monthly basis has you like pulling your hair out. But the reality is that the patients and the consumers in the world that we live in, ⁓ everybody looks at whatever they're gonna bring into their life, whether it's a Netflix subscription or it's a car payment or it's anything else, everybody kind of looks at at a monthly basis.   Kiera Dent (13:02) Too hard.   Mark Rasmussen (13:17) And so that is what you want to be delivering. And so with the Moolah platform, you can absolutely manage an in-house membership discount plan and offer both annual and monthly options and truly set it and forget it. Not have to think about it. The system's going to run. The system's going to automatically post that payment into the ledger. In open dental, we even go a step further where when you enroll the patient into the membership, not only are we handling the billing element of it,   But we're also going into the PMS and we're associating that patient to that membership discount plan and keeping track. You know, that's what's really doing all the heavy lifting of keeping track of whatever the one free cleaning of the 10 % off services. And we keep that in lockstep. So if there was like a billing issue, we automatically disassociate the patient from the plan to really just kind of make it pain free. you know, membership discount plans are phenomenal. It's a win win for patients and practice. First of all, it brings some really great reoccurring   Kiera Dent (13:51) Mm-hmm.   Mm-hmm.   Mark Rasmussen (14:14) like trackable revenue into the practice, right? Number two, it's bringing patients like butts in seats ⁓ as well. ⁓ Because the patient looks like, I'm paying $40 a month. I should use it. I should be in there. ⁓ And it's bringing value to the patient. So it's literally just a win-win all around. I really love that for, you know, when you're looking at out of network patients ⁓ and the absolutely, you know, the platform has it built in. So you guys, please, if you're looking at discount plans, memberships,   I encourage you to look at some of the other great vendors out there and then come take a look at us last and see like the value that you get that's included.   Kiera Dent (14:49) That's awesome. Yeah. And again, like there are so many great people out there that are doing it. I just feel, ⁓ when I heard that you guys were doing membership plans, I was like, well, it kind of makes sense because you're already processing credit cards. Like you're already doing the processing. So now something else that is doing a processing is in my processor, into my software, which I just, that was so incredibly clever. And, ⁓ like again, I had another client who, who scoped you against other companies and they were like, gosh, like there's no fees.   Mark Rasmussen (15:03) Great.   Kiera Dent (15:17) compared to other companies with moolah. So that was something I was really excited about. I'm big on just, it's like my insurance. I've been with State Farm forever. And Jason and I giggled, we're like, we need to go and actually like assess and make sure that we're truly getting the best plans. And so I just think like it's good to periodically go and assess and make sure our credit card fees, what they were when we set up.   our membership plans making sense? Is it time to look to possibly renegotiate some certain things? And again, I'm not here to propose one company over another. Like Mark said, do your homework, figure out what's best because there's so many great companies out there. I just really love when it's simple and easy. And that's something I love about you guys, Mark, you guys have the fact that we can send patient statements and like have payments online and they can pay it all times of the day. Like just that alone boosts offices, collections with Moulin. So Mark, I want to go into a dicey topic with you though.   because this one's hot. We had it in our in-person ⁓ doctor and leadership mastermind when we were in Arizona and I loved it. It was like a hot, hot topic and heads up like this might be awkward for you. I don't think it will because of who you are, but there's the question of, and it was hot, like the room was split of people who were pro and con. So the question is with credit card fees being as much as they were, we talked about at the beginning, like ways that we can reduce it.   Mark Rasmussen (16:10) Let's do it.   I know, I wanna hear what the feedback was, because I know where you're going.   Kiera Dent (16:40) Then we talked about reducing membership plans. Now there's a question of, should we actually charge patients the credit card fees? Like this is becoming really popular and I don't blame businesses because inflation's high, labor is higher. So now we're trying to figure out like where could we cut? And so people are like, well, sweet, we're just gonna pass on the credit card fees to our patients. And the room was spicy. There was like people that were so pro and people that like literally people were bristly and it was a...   Mark Rasmussen (17:05) Yeah.   Kiera Dent (17:06) It was quite interesting. So your credit card company, which is where I feel like it's a little awkward to ask you this question, but I want to know, we pro, are we con? Should we charge the patients from your perspective? We're in 2025. So many companies do this. Should people be charging patients the credit card fee? Should they just raise their fees and bake it in? Like, what are your thoughts on this? Because my room was 50 50 split. And I will tell you some of the feedback if you want to hear it, cause it was quite interesting.   Mark Rasmussen (17:13) Yeah.   Okay, okay.   I do. Okay, so the first   thing I want to point out is I expect you to say that the room is split, right? Like half of them are like, yeah, absolutely. You know, I'm not paying for my patients' reward points. And I think the other half of the room was like, yeah, but I'm worried about the optics. Does it look like we're trying to be cheesy or nickel and diming our patients, right? Those are the two ends that are battling each other. The interesting thing is that this hot topic, ⁓ if you would have asked that just three years ago,   Kiera Dent (17:38) Mm-hmm.   Mm-hmm. No.   Mark Rasmussen (18:01) it wouldn't have been 50 50. It   would have been like 80 90 % saying no way and 10 % made me do it. So the trend is is like it is going right and two or three years from now I have a feeling it's going to be like 80 % are doing it and 20 % are not doing it. So the cat is out of the bag. Let's just get that you know right out there in the open. What do I think about it? I'm to be super Switzerland about this and I'm going to say that I think   Kiera Dent (18:06) Agreed. 100 % agree.   I would agree with you.   Remember he's   a credit card processing company.   Mark Rasmussen (18:31) Well,   no, I'm going to say that I think that as a vendor who delivers credit card processing service, I think that I should enable our practices to make that choice for themselves. I think whatever you think you should do for your practice, I want to support it. So if you don't want to do surcharging, great, we love that. If you do want to do surcharging, great, I love that. I just want to give the tools to the practice so they can make that decision. Now, aside what I think about it,   It's a very interesting topic to talk about. Well, what is the net result? I like, all right, how does it work? What does it save? Let's get into it if I may. Okay, so there's a couple ways. There is absolutely there. There is, and there's a couple flavors to this. There's a couple flavors to this. ⁓ there, the, the, what that we do, let me talk about that first. So what we do is what's referred to as compliance surcharging and with compliance surcharging, what is, what you're doing is that   Kiera Dent (19:06) I agree. Cause like, are there rules around it? Like, you actually have to do anything? Okay. I have no idea. Okay.   Mark Rasmussen (19:28) When a customer's paying you with a credit card, the system, system, I'll just speak to our system, most others are similar, but when a patient is paying you, whether it's in practice on the device or whether you sent a text to pay or it's an online payment, our system automatically, real time, looks at the number that the patient put in or used on the terminal. And within a half a second, we're looking back at the credit card network before we even charge it, and we say, is this a credit or is this a debit? If the patient is paying with a credit card,   We then pop on the screen, either on their mobile device or on the terminal, we say, hey, we see you're using a credit card. We're going to add 2.99 % as a fee to you for using a credit card. If you want to use a debit card, you will avoid that fee. So in Compliance Surcharging, what I really like about that is that you're not charging us fee across debit and credit, right? You're still giving your patient the convenience of being able to pay with plastic.   Kiera Dent (20:19) Mm-hmm. Mm-hmm.   Mark Rasmussen (20:25) and still use a debit card because the reality is if you have a credit card in your wallet, there's probably 99 % chance you've got a Visa debit card in your wallet as well. And so you're not pulling away that convenience of them being able to pay plastic and just saying, hey, if you want to avoid that fee, pay cash or check. That's kind of archaic. So with compliance surcharging, you are going to offload your credit card fees to the patient, only the credit card fees. When they pay with a debit card, you will still pay for that, okay?   Kiera Dent (20:43) I agree.   Mark Rasmussen (20:55) With doing that with Moolah, if you're going to pay the debit fee and not pay the credit card fee, we see that the overall net effective rate for the practice ends up being below 1%. It ends up being like, I'm going to throw out a weird term that people are going, what the heck is that? It's usually going to be around 75 or 80 basis points. About three quarters of 1 % is going to be your net overall cost, which is huge savings, right? Huge savings.   Kiera Dent (21:07) No.   Crazy, like insane. Just do   some math. If you did a million dollars and you were able to basically save, gosh, so much.   Mark Rasmussen (21:28) No, let's just say,   the reality is you're probably saving one and a half percent. So on a million dollar practice, that practice is gonna put about $15,000 back to their bottom line. Like, and that's it, and it was painless. And you're still not really, yeah, exactly.   Kiera Dent (21:37) Exactly.   And that's also for payments you're already collecting. Like this is already   money we're collecting, we just get to keep more of it rather than having the credit card processing fee.   Mark Rasmussen (21:47) Yes.   And it doesn't need to like, you know, break brain cells for you to try and figure it out. Like the system is going to automatically calculate it. We're going to organize it. ⁓ It's just, it's painless. We're handling it in the PMS correctly. listen, the savings cannot be ignored. Like we talked about the cats out of the bag. You're going to see more businesses across more different verticals. ⁓ And the reality is   We've all been around it for a long, long time, right? Who's been doing it forever? Gas stations, right? We've seen it on there. Cash credit, right? That's been there forever. And we're all used to it. And you also typically see a lot when you're dealing with like state or federal agencies, you ever gone on and make an online tax payment, they usually charge a fee there. So it's just now getting more, you know, ⁓ rolling out. Yeah.   Kiera Dent (22:40) Nail salons for the girls out there. We all know the   nail salons. They'll say like, it's a 3 % charge if you use credit card. I'm like, here's your cash. Like it's clever. They push us to what they want.   Mark Rasmussen (22:49) Yeah, yeah. Yeah, yeah.   So it is listen. So I, I believe in delivering the technology to our clients, I don't have an opinion one way or the other, whatever you feel is good. I will tell you though that I think a lot of practices, especially on the on the one half of the room that are like against it. I think what we're finding is that people are not pushing back as much as   you think they are because consumers are just getting used to it. And again, the fact that at least with our practices, you're still giving your patient the ability to have that convenience and pay with a debit card and not have the fee. If they were doing like the model where they call it, know, cash discount, where you're going to hit the debit card and you're going to hit the credit card, I think you get more pushback on that, but you're still giving that convenience. So yeah, I'm a fan of it. We get, like I said, more and more requests of it. ⁓   It's not going anywhere. yeah, we're here to support your practice. If you guys want to try it out, try it out and listen, here's the thing.   Kiera Dent (23:50) Yeah.   How does it work in practice   though? Like, so someone's standing in front of me at a terminal, I'm collecting money in person. How does this work? Because it's not gonna pop up on my like treatment plan that I just gave them or on my ledger. So how do I do that?   Mark Rasmussen (24:00) Yeah. Yeah. Yeah. Yeah.   It'll pop up on the terminal.   so first thing we do, we give the practices, ⁓ you know, some template messaging and they'll just want to put up something by the front desk. And it says something to the effect of that, you know, this office adds a surcharge when using a credit card, ⁓ not beyond, you know, what our costs are, right? This is not a money, additional money revenue is trying to like, you know, make arbitrage between costs and no, I'm only going to pass off. And so.   Kiera Dent (24:32) Great.   Mark Rasmussen (24:35) the patient is aware of it, they've seen it, and then when they go to use it on the terminal, if they're in practice, when they go to run the credit card, it will pop up on the screen and your team can just show it to the patient, they'll see it, that it's adding it because they're using the credit card. And it'll give them an option if they want to accept it or if they want to back out of it and try again with a debit card and avoid the fee, really easy.   Kiera Dent (24:58) Okay, that's actually really helpful. And now I have a question because I don't know this. How does this work? Because technically the practice is collecting more money, right? Like we are taking the fee plus the credit card fee. ⁓   Mark Rasmussen (25:10) Let's say it's $100 and let's just say we're   adding that surcharge so now it's $103. Okay? Yeah. Yeah.   Kiera Dent (25:14) Right, so that's $3 more per $100 transaction. But   does that impact them in tax? I would think no, because credit card companies still charging us the 3%. Like, how does this work? Are you following what I'm saying? how does this impact you?   Mark Rasmussen (25:26) Yeah, I do. So you   don't have anything else to like, you know, break your brain on that. Our system, first of all, will break out the surcharge in the reporting. Okay. So it's really clean. Furthermore, the addition, the $103, right, like the customer got charged, the patient got charged $103. But our system automatically calculates it, that you have a fee of 3 % and that you surcharge the patient 3%. So the practice is still just going to get the full $100.   Kiera Dent (25:36) Mm-hmm.   Mm-hmm.   Mark Rasmussen (25:56) It's as if they took a cash payment. So it's easy for them. They're not getting 10.99 at the $103, so to speak. It's just still truly only taking $100, which is great.   Kiera Dent (25:57) Gotcha. Okay.   Mm-hmm. ⁓   Yeah, because that's what   I was curious like, and like some things have sales tax. So didn't know like surcharges, do they get taxed differently or is it just like accepting cash, same thing for a practice? Okay. Now, so that's really helpful. And that helps me see on the ledger. So are you guys synced into the PMS for it to say, because like if my ledger says a hundred dollars, but I'm now doing 3 % surcharge on it.   Mark Rasmussen (26:18) Exactly, total amount, total amount, yeah.   Yes.   Kiera Dent (26:35) I'm going to be posting $103. How do I make sure that all of my ledgers match up?   Mark Rasmussen (26:40) So   we'll post $100 in the ledger, okay? And then we'll have a procedure code for the surcharge. And then we'll also have an offsetting so that it doesn't mess up your balance. So you can easily run reports based on the procedure code. I can see what my surcharge is, but it's not messing up and showing that, I took in $103 on this $100 transaction. So your ledger is gonna stay nice and clean.   and not be a nightmare, 100%.   Kiera Dent (27:10) Okay,   because that's I was like, Oh, great. Because there was another office that I heard about. And Mark, I'm just curious about your opinion on this. And then we're gonna get back to this like spicy and thanks for walking through this. There was another practice, I've literally never heard of this before. So I'm curious if you have or if you recommend or don't this practice. So let's say a patient, the total is $100, they pay the $100, the practice literally posted on the ledger.   Mark Rasmussen (27:28) Mm-hmm.   Kiera Dent (27:38) instead of being $100 because now they lost $3, they posted $97 on the ledger and they were taking out the surcharge. Have you ever heard of that? Because I had never heard it. I was, do you recommend that? Because I've never recommended that, right? And I think as a patient, I'd feel really angry though. no, I gave you 100 bucks, but you gave me 97. Like I would just.   Mark Rasmussen (27:48) I haven't.   That seems wonky. Yeah.   Right. Or   continue that on. How about now all of a sudden a week later you go to refund it and we're we're refunding you 97. You're like, no, no, no, I paid you 100. It's gonna be messed up in so many levels.   Kiera Dent (28:09) Right. I was just curious.   I was like, I mean, maybe I'm archaic on how I do this. I used to just do it that way and then accept that that would just be a cost on my PNL. But now there's a way for you to actually offset it with the process. So my question is going back to that, that's actually helpful. Thank you. So if you're doing that, definitely recommend not doing that anymore. ⁓ But I was like, Hey, I've never heard of this. Maybe that is the right way to do the accounting on it. But it felt very messy to me. Now,   Do we as the practice need to put in the surcharge as that procedure code when we're charging that out or does Moolah automatically sync it in and put the surcharge of the procedure code?   Mark Rasmussen (28:48) We have, yeah,   automatically done. There's nothing for you to do. Yeah. So during onboarding, we will set up, we will work with the practice, obviously. We'll make sure that we have a procedure code set up for them. And so during the onboarding, we'll have that so that when you do run a surcharge transaction like that, there's nothing you need to do. It'll all be handled in the ledger correctly.   Kiera Dent (28:51) Amazing. I love it. This is why I said I have a preference on you.   and you're in all softwares. What softwares does Moolah sink into?   Mark Rasmussen (29:10) Yes, so ⁓ Open Dental, ⁓ Dentrix, G7, and ⁓ newer server-based, not Ascend. And we're actually going to be ⁓ releasing, finally, this has been a long time coming, we're finally going live with Eagle Soft ⁓ Beta at end of next week. So Open Dental, Dentrix, and Eagle Soft. Yeah.   Kiera Dent (29:28) Awesome.   That's awesome. Okay, very cool. And   then if you're not in one of those and you can just obviously add this in, it wouldn't be automatically synced. And I think like of those ones though, huge win this way. Okay, now we'll go back to the spicy. I will tell you guys how the room was divided. The room was divided, I'll be right. The do it, don't do it. And then the like, there's a middle ground, which I thought the middle ground was kind of convenient. ⁓ There wasn't, but I did see people like it. I did feel like it was like,   Mark Rasmussen (29:45) Yes.   Was there any physical fighting going on? Okay.   Kiera Dent (30:00) like politics and religion status. Like it was like very cut through the room. I do agree with you. And that's what I said. I was like, you guys, this 2025, this is going to take place in the future and it will be very common. just, think our early adopters going to stay or not. It's your choice. Um, I've always been of the opinion like, no, just bake it into your fee. And now I'm like, well, everybody's starting to charge for it. Like, why not? Um, so it was don't charge for it now. Another was like, no, put it in. People are doing it anyway. And the middle ground, which I thought was   Mark Rasmussen (30:02) Right. Right, right, right.   Kiera Dent (30:30) of a good way to do it is in person. They didn't charge a fee, but any of their online statements, they did charge a fee because they said most people who pay online know there's usually a service fee associated with it. So I thought that was kind of a, an easy way. If you guys are looking for a navigation through it. ⁓ but I think like, honestly, it's just like anything else, train your patients if you want to, but don't feel like you have to, I think it'd just be something to consider. So, but again,   Like get the reduction, like if nothing else, like switch to a processor that's going to be reduced fees anyway. So even if you want to continue offering it, you're still saving on that. Mark, I have one last thing that I wanted to dive into. I'm hearing from a lot of like integrated softwares. So like dental Intel and Flex and some of these other ones that literally make practice lives easier. They're having processors in there that are just integrated right into that. They're using it all the time.   Mark Rasmussen (31:20) Yeah.   Kiera Dent (31:25) How does Moolah play in those worlds? Like, do you get the same pricing? Do we not get the same pricing? Are some of those better because they're already bundled in? Again, I'm putting you on like really awkward topics, but I just want to know. I want to know how does this work.   Mark Rasmussen (31:35) No, no, not at all. So listen, you mentioned Flex. We   love Flex, okay? I love Flex, not just because, yes, they're a partner of ours, right? And yes, your Mool account works beautifully and integrated with Flex. But I love Flex just because I think they're like cut from the same cloth that we are. Like we just, at the end of the day, we want to over-deliver, right? We want to over-deliver, whether it's technology, whether it's value, and they have that mindset. And so I love the Flex team. Full disclosure.   ⁓ And so we've been an integrated partner with Flex for, gosh now, I think three years. So yeah, I think they deliver a ton of value to any open dental practice. So anybody out there for sure should check out Flex. They are amazing. Dental Intel. So we used to be, ⁓ not to bore the audience, but like we used to have an integration with Modento and then Dental Intel acquired Modento.   Kiera Dent (32:33) Yep.   Mark Rasmussen (32:33) and   then Dental Intel wanted to roll up their own integrated credit card processing. And so they have now. so, listen, ⁓ we wish Dental Intel the best, wish them well, but yeah, we're no longer integrated with Dental Intel, but yeah, Flex, we love Flex.   Kiera Dent (32:49) Okay, because I was just curious. Now, I feel if it's bundled, is this a time where offices should just be strategic? I'm not saying anyone's doing it. I haven't looked at it. So I'm not here to like cast judge or I just want to make sure offices are being smart. I would think when they're bundled or they're integrated, offices should still check even using MULA. They should still be watching their credit card statements every single month, right? Like no matter what, just to always make sure things are staying clean and also before we sign up with anybody.   Mark Rasmussen (33:08) Mm-hmm.   100%.   Kiera Dent (33:19) Like literally read the fine print and look for it. Yes. No. I from like, let's just go all the way back.   Mark Rasmussen (33:23) Yeah.   And I would always say that, you know, let's just take the Flex example. Flex has, you and I won't name anything, I'll let you guys out there, you go check it out to yourself, but there are three options. I encourage you, especially when we're talking about a vendor that you're looking at, and especially when this vendor that you're looking at revolves around your cashflow, right? Like it's a pretty integral part of a vendor that you're bringing into your ecosystem. call them, talk to them.   Kiera Dent (33:46) Mm-hmm.   Mark Rasmussen (33:54) Call in the middle of the day. Do they pick up the phone? Do they answer? Can you talk to somebody very easily? Like really pop the hood and take a look at who you're going to get in and do business with, especially when it's, you know, that vendor is like controlling your cash flow on a daily basis. So yes, please you guys out there, do your homework, look at the agreements, ask questions, and see what's right for you. Yeah.   Kiera Dent (34:10) Yeah.   That's awesome. just, again,   I wanted to like go into it because these are things I'm hearing. I'm hearing people say like, this seamlessly integrates. I know you seamlessly integrate. I know you guys are constantly working to refine, to get into more and more practice management softwares to make it easier. Just Mark, as we wrap up, like this has been fun. I love the like, thanks for going into some of the spices with me. ⁓ But just as a quick rundown, like what are some of the features that Moola does? We talked about the membership plans. We did talk about that Dental A Team clients get 10 % basis points less for card present or card not present.   Mark Rasmussen (34:33) Always is.   Yep.   Kiera Dent (34:47) Which to me that alone, I would just look into it and see, like I said, two clients literally saved money by like dumping their contracts and moving over, which I think to me, like before I can have a crush on a company, I test them pretty heavily. So to see the proof in the pudding, I was so just elated and it made me even like you guys more. But what else does Moola do? Because I know you guys do a lot of other things that just make life easy.   Mark Rasmussen (35:05) I love that. yeah, yeah. So   at the end of the day, we do a lot, but it's all payment related and will always be payment related, right? So we're focused on being like, we try to be like the end all be all payment solution for dentists. And so when you look at like, what does a dental office need from a payment perspective, ⁓ it's in practice payments, right? So we provide you guys the physical devices. So   No more having to buy rent or lease those terminals. We're going to include them. you know, not only, yeah, they're wireless. Yeah, they're really cool. Aesthetically, they look really good. Yeah. And, and here's the other great part too, that I think it's kind of underrated ⁓ is of course, not only did we include them. the practice didn't need to buy them, but like normally, you know, with our peers, you have to buy these devices and then you buy them and then it's like one year warranty, right? And then like Murphy's law always kicks in.   Kiera Dent (35:37) They're awesome too. They're portable. They can go back to the hygiene operatories. It's amazing. So your hygienist can take it. Like they're awesome. It's so great.   Mark Rasmussen (36:01) like it loves to do. like, okay, month 14, the device just, you know, went out on you. And then you're gonna sorry, you got to buy another five $600 device with mula you guys will literally never have hardware expense ever because we give them to you on the front end. And we will warranty them forever. As long as you're with us. I don't care four or five, six years. If there's new devices that come out and your guys age out, we're going to replace them. Even if you drop it off the counter and crack the screen.   We don't care, we're gonna replace it for you. There's no fear or premium. So, in practice payments, we have you covered there from a technology standpoint as well as a hardware standpoint. Moving on, there's also, have the ability to, like you were talking about earlier, store patient cards securely tokenized. Nothing's ever touching the practices servers. It's all on our servers, but it's giving you the convenience of having those stored cards for the patient. You can have as many stored cards as you want. You can even send a request to the patient.   before their appointment and the patient from easily from home from their mobile device could add their credit card. And so when they come in, it's already stored and it's available to use. So stored cards, yeah, yeah, yeah.   Kiera Dent (37:07) With that, can I ask, do you guys have   the compliance paperwork? Is there anything you have to do to get a patient to have a stored credit card that we can run for future payments? once insurance pays, because I know that's a big thing of storing cards on file, do you have anything with that? Because I know that this is a zone.   Mark Rasmussen (37:23) Yep. What I...   Yeah, no. So it's very obvious as far as the process of the patient adding the card. Like when you send the message, it says, hey, would you like to securely store your card on file? Right? Beyond that, what I've seen some practices do is just they'll just include it in their overall like new patient intake forms and kind of include it in their terms of service of that. Hey, listen, if you want to store a card on file with us, you can. And you allow, once you store a card, you're giving us the authorization to utilize that card.   Kiera Dent (37:35) Mm-hmm.   Mark Rasmussen (37:51) for other future balances. As simple as that, that's all you need to do.   Kiera Dent (37:54) which is so smart you   guys think about it. This is where so many other industries do this. They have a card on file. I mean, I go to the spa, my cards on file, they run that card when I'm gone, like I authorize it to happen. So they never out of money. They're never chasing money down. Like it just to me makes so much more sense of a way to process.   Mark Rasmussen (38:12) Can you imagine if   Netflix or all the other subscriptions, if they had to wait for a payment every month and wait, come on, no. Subscription is the way, 100%. So, okay, so store card on file they get. The other thing they get is the ability to create and manage in-house payment plans. And of course, automatically post those payments to the ledger. We have some great things where if the payment fails, right? They're into the plan for three months and all of sudden the July payment fails.   Kiera Dent (38:18) No. No.   Yeah.   Mark Rasmussen (38:41) our system will automatically notify the practice, notify the patient, and what's cool is that the software will allow the patient to self-administer and fix it. So the software is not telling the patient, your card failed, call the front desk. No, we're gonna save a phone call there. The software will allow the patient to tell the software, okay, either A, try to charge that card again, or B, they can actually upload a new card on file.   So the cool stat on that is that in failed transactions in our payment plans, we see patients solving it between themselves and software within the first 24 hours at a rate of over 80%, which is huge. So payment plans, and then we talked about earlier, you also get the ability to manage any of your in-house membership or discount plans. ⁓ We have the collecting on a balance when the patient is out of practice, ⁓ sending a payment request either   Kiera Dent (39:20) Holy cow, it's amazing.   Mark Rasmussen (39:37) allocated or unallocated payment request can attach a statement. ⁓ We also have the ability to host a payment page on their website. So if you want to put a little navigation, click here to make an online after hours payment, we'll host that page for the practice. ⁓ So yeah, we really kind of just looked at it a full circle of like, where are all the payment touch points that our practice is dealing with, and just trying to deliver these really amazing tools. And again, as you know, our model.   ⁓ There's never any monthly fees. There's never any set up fees. There's never any annual fees ⁓ All there are these two simple flat rates and again, you can cancel it anytime you want never locked in anything   Kiera Dent (40:18) That's awesome. Mark, I appreciate this so much. How do people, like know they just connect with you, schedule a demo. You guys will look at their credit card processing, see how you guys can fix it. How do they connect with you specifically if they're interested? And specifically The Dental A Team, The Dental A Team, perks.   Mark Rasmussen (40:33) I would recommend and maybe we can list this in the podcast, but there will be a specific Moolah URL. It's like forward slash The Dental A Team They should go there and then they can schedule a demo. And then if they go there, then we're going to know it came from you guys. That way we can get them that 10 basis point savings forever. So just schedule a demo with us and no pressure. We're like the most like   the least salesy organization I think that you guys will ever run into. All we wanna do is inform you. We wanna show you what we have. We're not for everybody. ⁓ But assuming that you guys love what you see, we encourage you to try us out and check us out and see if we're gonna be a great fit for your practice.   Kiera Dent (41:13) Yeah, for sure. You guys, honestly, I love Moolah They're incredible. So on our website, we will link it. So the way you get to Moolah, it's on our website, TheDentalATeam.com. And then you can click on the About Partnerships Mulas right there. ⁓ And the actual, like if you guys want our direct link here, it would be TheDentalATeam.com slash partnerships slash Moolah. And that should take you right to Moolah's page. It's also mula.cc slash partners.   So that helps you guys will also link that in the show notes mark. I appreciate you guys so much Things are being on the podcast things are going through the spicy with me. I appreciate you so much   Mark Rasmussen (41:52) Any time, love you guys, you guys are the best and ⁓ have a great rest of day.   Kiera Dent (41:58) Hey, you too, for all of you listening. Thanks for listening and we'll catch you next time on The Dental A Team Podcast.  

Fred Heppner of Arizona Transitions is back for part 2 of his chat with Kiera! Life comes at you fast, and sometimes, it comes in the form of a surprise. Kiera and Fred talk about creating an exit strategy today for your departure from dentistry, as well as what the economics look like for moving on from a practice. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:01) Hello, Dental A Team listeners. This is Kiera and I am so excited for you to have part two of me and Fred Heppner going through associates, DSOs, how to really grow this. You guys, we had such an incredible first half of this episode. It was so long and so much information that I wanted to break it into two parts. So here's part two. I hope you enjoy. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.   Kiera Dent (00:24) should people be talking   when they're in their 20s 30s or is it something we're like start to think about it I know Ryan and I from Dentist advisors we we talk shop about this quite often of like there I mean there are studies that show that when you retire you actually start to atrophy in life and ⁓ there isn't as much of a purpose and so we talk often of like how can we continue that   mental stamina, the things that are going to fulfill us, whether it's working or something else of philanthropy, like whatever is going to keep you going as a human, whether you're working in the chair or you're not, I think is important. So that's I was curious of like, really probably connecting with you three to five years before we think we might retire, but with the caveat of, hey, if something were to happen to me, what would kind of be my exit strategy? your like death list like I do, like if I die, this is what's going to happen. It's creepy, but it's awesome.   Fred Heppner (01:15) No, it's, it's creepy and it is awesome. And at the same time, it's a really good conversation to have because if we're three to five years out, then one of the first things to do is say, okay, so what's going to happen if you're not here? And that carries on to the discussion we had earlier. So once the discussion about, what do want to do when you, when you retire or you stop practicing dentistry, then the questions start coming up. What about the economics?   Kiera Dent (01:27) Mm-hmm.   Fred Heppner (01:44) So in any... Yep, absolutely.   Kiera Dent (01:44) I was just going to say, like, is it sell? Is it DSO? it? And also, I mean, this   to me also, I think might exponentially accelerate some people's plans because the DSOs are hot and it's like 10x EBITDA. That might accelerate your retirement or your sell because you're on a wave right now that who knows if in the next 20, 30, 40 years we'll be there. Fred, I'm super curious, like, how is this whole DSO model maybe shifting it for transitions? Or is it? I'm curious.   Fred Heppner (02:13) It is, it's shifted quite a bit, but what it's shifted is a real desire for dentists to be able to sell their businesses and release the management responsibility and to have somebody else take that over. 15, 20. Yeah. I just want to do, I just want to do dentistry. I don't want to manage a business. I don't want to manage people. Um, I don't want to run the company. I want to be able to practice my trade. Well,   Kiera Dent (02:22) you   The dream for every business owner. ⁓   Exactly.   Fred Heppner (02:43) I can tell you that in the last 15, 20 years, it's certainly exploded in dentistry and not in a bad way. And here's why. Dentists graduating from dental school today need a place to work. The banks that loan money to dentists to buy dental practices are looking for dentists that have a couple years experience in dentistry. They have a production track record. The banks can see what it is that the dentist can do. Chair aside.   a good credit score and some liquidity, usually 8 to 10 % of the purchase price of the business that they're looking at in cash. So one of the things to consider is graduating dentists should be able to make the minimum payments on their debt, on their student loans, on what debt they have, and begin to put money away as quickly as possible to gain some liquidity. So as we look at the equation of   what DSOs are doing, they're providing them with a place to work. Because as dentists come out, I mean, the majority of dental practices that I work with, maybe you can echo this or discuss it, are just single dentist practices. Right, they don't have a, somebody called it a plus one at some point time, and I thought, okay, that's decent. So you have the dentistry, but there's the ability to bring somebody on maybe one or two days a week. Well, that doesn't,   Kiera Dent (03:44) Mm-hmm.   Totally same.   Mm-hmm.   Fred Heppner (04:09) That doesn't feed a hungry young dentist coming out of dental school who really has a lot of debt and wants to begin to work and develop a way to reduce that debt. They're looking for four days a week, five. They might have a quality of life thing where they just want to work three tens and be off Friday, Saturday, Sunday, Monday. That's okay. But the point is, is that most private practices don't have the capacity to be able to bring on a full-time dentist and feed them right away and keep them very busy. The DSOs, corporate dentistry,   Kiera Dent (04:19) Right.   Fred Heppner (04:39) have offices that can provide that place. So essentially, if a dentist comes out of school and begins to work, they may very well work for one of the corporate DSOs, which gives them experience. It gives them the ability to work five days a week. It gives them the ability to practice in what I call civilian dentistry out of dental school. And it gives them the opportunity to be able to see what it's really like. I can tell you, Kiera, that 15, I think 15 years ago,   Kiera Dent (04:57) Mm-hmm.   Fred Heppner (05:08) the most popular phone call I would get on my phone line was, hey, we just got 50 million from a private equity firm. We're starting a DSO, but we're different. And we want to buy practices from you because we heard you're good. And I just tell them, great, thanks very much. Get in line, register on my website. And when an opportunity comes up, I will email to you like I do everybody else the opportunity. Because most of my clients call and say, I...   Kiera Dent (05:17) you   Fred Heppner (05:34) Hard no to a DSO. I'm a private practitioner. I've got a legacy practice and I want to sell to another private dentist Okay, so that was the most popular second most popular call was I'm sick of working for a company find me a practice to buy Now it's shifted More so do I hear I'm sick of working for somebody else find me a private practice to buy I'm ready to go The the DSO calls have filtered off of it and I don't know that that's a global   Kiera Dent (05:48) Mm-hmm. ⁓   Mm-hmm.   Fred Heppner (06:03) representation of the DSOs starting to slow their buying and really focus on the profitability of the offices they have to really maintain the profitability due to higher interest rates. Maybe they're slowing down their buying. Who knows? The interesting thing about it is that it's somewhat of a closed loop in DSO work. You really can't get into and find out exactly what everybody is doing unless you're member of their organizations, which is fine. And I respect that.   Kiera Dent (06:12) Yeah.   Fred Heppner (06:32) private information, but it begs the question. And ultimately, if a dentist is looking to buy their own practice, eventually they're going to need those one to two years experience, liquidity, good credit score, in order for them to go to one of the commercial banks and say, I want to buy a practice and let me get a practice to buy and then we'll put it together. Okay? So I can tell you that private practice is alive and well.   Kiera Dent (06:55) Mm-hmm.   Fred Heppner (07:02) very bullish on the individual dentist who's out there still practicing and doing quite well. I can also tell you that those kinds of doctor to doctor transitions are extremely successful. The idea is some people who look at a transition like that would think, my gosh, the dentist leaves, all the patients will leave. They'll go somewhere else, they'll go to other practices. Well, if that was true, let's carry that forward. If that was true,   Kiera Dent (07:14) Mm-hmm.   No.   Fred Heppner (07:28) then that would mean that the loans that the dentist used to buy the practice would go in default, would they not? Because if all the patients left, there would be no revenue and they'd have to fold up camp and see you later, right? The default rate on dental practice loans still over the last 15, 20 years and even recently is 40 basis points. 100 basis points is 1%. 40 basis points is four tenths of 1%. So if you follow the math,   Kiera Dent (07:33) Mm-hmm.   Mm-hmm.   Fred Heppner (07:58) The default rate is less than half of 1 % on the billions of dollars that are loaned by banks for dentists to buy practices. They don't fail. Okay.   Kiera Dent (08:08) Totally. They don't and they're such a   good investment. I think that that's why so many people like, that's why I think DSOs are buying up practices. ⁓ And I think that that's where so many private practice owners now, I would say I've watched where it used to be legacy practices and there's still legacy practice doctors who do not want to sell to a DSO. Like when they're there, they want to sell doctor to doctor, they want to bring in an associate, they want to bring in partners. I think   By default, dentistry tends to be a more humanistic, ⁓ very relationship model ⁓ versus I still think though, right now DSOs, you're right. I don't think people are getting as many calls. ⁓ But what I will say is my doctors are probably getting 20 to 30 emails every month from a DSO interested in buying their practice. So they are getting it as private practice owners. And so I think that that's where, ⁓ like I said, some people within the last eight years bought a practice as a private practice.   the DSOs, they were profitable. were within the metrics that the DSO wanted. And it just made sense. was like, I'm going to get 10x EBITDA on this. My EBITDA is great. No private party is going to pay me what this DSO is going to pay me. And while yes, I'd love it to maintain a legacy practice, I'm in my 30s and I could basically have retirement today. mean, there's more risk selling out because they have a lot of it in their stocks and there's a whole ⁓ game around that.   I think that that's where maybe some of the younger generation might be looking at transitions sooner than I think the more senior population of dentistry is. think that they're starting to be the shift and that's where I'm very curious of like, maybe conversations need to be had sooner. Maybe because DSOs are aggressive on the emails to the dentist. Like it is wild and they are sexy offers to them that are not always true. And that creeps me out too, because they're hearing a number. Like I had a doctor and he had a DSO.   Fred Heppner (09:49) Yep. Yep.   Kiera Dent (10:04) come to him and they said, Hey, we're going to give you 5 million. And he's like, here, it seems like a great deal. And I said, yeah, but you're going to do 5 million next year just in your own production. So that's actually a bad deal because you're already going to make that without selling to them and having to work for them for the next five to 10 years or like three to five is usually what their requirement is. So again, I think that this is where it's like, how do we cut through that noise to know when I do transition? Because I think people are getting asked to transition from private practice.   sooner. You're right, they go work at the DSO, they go to some of those bigger corporate practices to get the experience, then they go buy their private practice, and then it really is, or they do a startup. And then it's pretty aggressive because I think Wall Street's pretty hot right now and private equity is very, very luring, but they do have to hit certain requirements to join DSOs.   Fred Heppner (10:53) Yeah. There are tons of verticals that people are getting into, the private equity is getting into, you're right. There's a ton of money at it. You know, I would tell you that the devil is in the details. It may very well be that there are transitions that occur where a DSO or a corporation acquires the assets of a private practice and the dentist stays and works back in the office. And that transition works swimmingly well for the dentist who sells for the DSO.   Kiera Dent (11:02) Mm-hmm.   Fred Heppner (11:21) And ultimately everything works out fine. There are others that don't and they're, they're out there. And I think what you mentioned earlier is, you know, I could get 5 million from my practice. Well, why would you, you will be able to make that in, your earnings in 2.3 years, whatever it might be, whatever the math pencils that be. But if you think about it, if it, if 10 times EBITDA is their offering price, what are, what are the details? How much cash at closing?   Kiera Dent (11:38) Right.   Mm-hmm.   Fred Heppner (11:49) Is there a work back or a work back arrangement where you will be paid to be the dentist? And what is your compensation? What are the benefits that you would receive? And what is the term of that work back arrangement? You're right. It's creeping up now more into five years. 15, 20 years ago, was maybe, you know, stay on one or two years and we're good. There's a claw back. There's a hold back provision that holds back part of the purchase price. And the dentist has to meet the   Kiera Dent (12:04) Mm-hmm.   Yeah.   Fred Heppner (12:17) has to meet certain metrics from the trailing 12 months to be able to get that back. Well, let's pretend. Let's pretend that the DSO comes in and sets up the practice and nothing changes and the business continues to grow and develop because there's more marketing promotion and advertising. There's better cost control. There's just better stuff going on and that works. Well, what if it doesn't? What if all of a sudden the company comes in and says, we're changing these policies?   You were Delta Dental Premier, we're jumping into PPOs because we've got really good reimbursement rates on these 12 PPO contracts. Well, if that reimbursement rate drops from fee for service, does that hinder the doctor to be able to generate the income necessary for that hold back to be acquired in the next two to three years? And then there's equity. You mentioned that they offer a stock in the company to be able to ultimately participate in a   Kiera Dent (13:09) Mm-hmm.   Fred Heppner (13:15) recapitalization should that happen? Well, it'd be really interesting. You're going to love this one. I know you're going to love this one. So for any of your listeners, any of your A-Team clients, if they get approached by a DSO and they look at it and they think it's really, really good, have somebody look at it. What you will hear typically is you really don't need an advisor. You don't need an attorney. We've got all the contracts ready to go. You can come.   Kiera Dent (13:35) Mm-hmm.   Lies. Lies.   Fred Heppner (13:44) Exactly. You can just take all of this and we'll be good. Well, trust but verify. And ultimately a good team would be able to review these. I would be glad to review. I review paperwork all the time from dentists that are looking to transition. And if there's an equity piece in that offer, I turn around and contact the DSO on behalf of the client. And I say, we'd like to see your financials.   Kiera Dent (14:08) Absolutely.   Fred Heppner (14:11) What do you mean? Well, you're asking my client to acquire stock in your company in lieu of cash at closing. yeah, that's part of the deal. I need to see your financials. I need to advise my client on whether or not you have a healthy company and whether or not my client's going to be at risk by taking stock in your company. Well, nobody's ever asked us that. Well, I am. And doesn't it make sense? We've just provided to you tax returns, profit and loss statements, but sing along if you know the words, balance sheets, W-2, production reports, everything on the business.   Kiera Dent (14:21) Yeah.   things.   Mm-hmm.   Fred Heppner (14:39) And yet you're not willing to provide the other. Just provide the other. Show us that your business is solvent. Show it that it is something that my client would like to receive in stock. So, mon bro.   Kiera Dent (14:50) And there's strategy   for tax around that too. there are benefits to having stock rather than all the cash at closing for your total dollar amount when you want to retire, but only if that stock actually is valuable.   Fred Heppner (15:05) Pays back. Correct. Good. And that   is so brilliant. You see, you're good looking, you're smart, and that's a rare combination today. So, so, but think about it. You just mentioned something that people really don't think. If, if I have a practice and they give me 1.5 million chopped up into the ways that we've mentioned, and I have $200,000 worth of equity in the company, what if that $200,000 is half of 1 %? Well, when they recapitalize, I get half of 1 % of what proceeds, right?   Kiera Dent (15:09) Thank you.   Mm-hmm.   I love it. It's such a...   Fred Heppner (15:35) So map it out. Yeah, map it out. mean, can   you sell your practice twice? sometimes yes, sometimes no.   Kiera Dent (15:43) And there's so many sticky pieces around it. And that's where I feel like it's just a, think this is where people get leery to do it. However, I think like there are some, you said, that go really, really well, but agreed. And when I look at this people like Kiera, like I thought about that doctor and I was like, so sweet. You're going to five mil. That's your 10 X. You're going to produce 5 million. Your overhead right now is sitting at a 50 % overhead. So right now you're taking 2.5. Let's say you do get a $5 million check.   you give me 10 taxes, it's barely over your 2.5, which you're already going to get next year. So like, yes, next year, you still have to pay taxes because you're at a 50 % overhead. So you will still get a small amount more of cash to you. But there's a lot of strategy that goes into that 2.5, pending upon what you need when you invest that, like for every million, it's about like on average, if it's in the stock market, about 35,000 right now is like a very, very, very loose number to like estimate your financial future. But I'm like,   you throw 2.5 into the stock market right now, we'll high five, you're making about 100K a year. Like that's just to me, those are the things that I feel you need to be really smart about to make sure that your practices are assets and not liabilities and something that really will provide the retirement for the work you've put in rather than it just feeling good in the moment, but not really giving the life you want.   Fred Heppner (16:59) You know, excellent point. And what you also said earlier, just in passing was, what dentists could buy my practice. can't sell to a private dentist. I've got to sell to a DSO. ⁓ surprise, surprise. That's a myth. There are dentists who would, I can tell you right now, if you could give me your client's number, I'll buy her practice. Well, yeah, well, I mean, that's gonna, that's gonna pencil. So the, the point that I would make is know that   Kiera Dent (17:12) It is a myth.   Right? I know, me too. I'm like, actually, actually I would.   Fred Heppner (17:29) Dentists that are out there who are looking to buy really profitable practices and can meet the production goals. So there's an important aspect there. Your client's doing two and a half million in profit, five million in productivity on her own. If a person coming in to buy that won't be able to quite meet those production numbers, they may hire the client back for a year or two. The bank may want them to make sure that there's some kind of arrangement where they have some help.   But if a bank is looking at a practice that has that kind of liquidity and profitability, they'll gladly loan the money to the dentist if other measures are there because they know it's going to be paid back. So I want to dispel the myth that big practices with large productivity and big profitability are excluded from private practitioners being able to buy them. It's not true. Is it? Yeah.   Kiera Dent (18:10) Mm-hmm.   I agree. They get nervous because of the debt,   but I have somebody that I know that just bought into a $2.5 million is how much they had to bring to the table. Plus they have their student loan debt, plus they have their house debt and they were able to do it to buy into a practice. so I'm like, I think let's not assume that that's the only route. think figure out what you want and there is a buyer based on the outcome you want. I think Fred, I want to switch gears because I want to ask some questions about associates.   because I think we've kind of gone through like private practice. There's so many things like make sure you're taken care of, make sure you know where you're going. But now I want to switch gears because I think this is something I get asked all the time. And so selfishly again, welcome to curious therapy with Fred. I want to know all the pieces. This is my podcast that you get to be a part of. No, it's for all of you. ⁓ we get asked often, how do you set up a great associate buy-in? So like, how do I buy these people and how do I tether them in? I think one of the greatest, I would say   Fred Heppner (19:06) I'm listening.   Kiera Dent (19:19) stressors and like blind spots in practices and the thing that can really hurt a practice is when they have an associate that associate leaving. ⁓ And so they want to like golden handcuff these associates, but they want it to be good for both parties. What are some of those associate transitions to retain associates to get them in as partners? Is it a good idea? Is it not a good idea? And I think like we can wrap on this because I, I'm super curious of like what you recommend to help with that transition.   Fred Heppner (19:45) The   capacity for the business volume has to be there. You've got to have, not only are you working, but there's this phantom practice out there that you can't get to as the provider. And you need somebody to be able to get to that. So bringing on an associate to get to that phantom practice immediately creates incremental income, which is, to the owner of the business, very liquid.   Kiera Dent (20:03) Mm-hmm.   Fred Heppner (20:07) The cost associated with treating extra people during the course of the day is the associate's compensation and variable cost supplies in lab. And if you're ⁓ providing can-to-can technology and your lab costs are very low, but you're producing crowns in a day, for example, and using that kind of technology, then the cost associated with treating every incremental patient and creating that revenue is very low.   we're suggesting that the team in place can handle the extra work. We don't have to hire an extra assistant or hire an extra administrative person. So given those things.   ⁓ One of the best transition plans, in my opinion, is one that has time built into it. The associate has to develop some traction. They have to generate some productivity. They have to show that they can produce the numbers. But more importantly, the outcomes are good. The treatment outcomes are successful. The patients are adapting to them. The team connects with them. This is a good relationship. As an aside, really quick, when you mention relationship business in dentistry,   I think DSOs traditionally are a transactional business. They're really focusing on the transaction, right? Private practice focuses on the relationship. Not to say that corporate dentistry doesn't focus on relationships. They're focused more so on the transactions. I might get ridiculed for that statement, but that's what I see. And that's my opinion.   Kiera Dent (21:19) I would agree.   Sure,   sure.   Fred Heppner (21:36) So back to the associate, need the associate to develop some traction. And essentially that traction comes from being in the office, seeing patients, working with the team, and ultimately getting feedback along the way. And I think that's a one to two year cycle. Will you know as a practitioner and owner of the business within the first one or two months, if the associate is working two or three days a week or four days a week, will you know, do they get along with the patients? Do they get along with the team? Yes. Will you know about treatment outcomes?   Kiera Dent (21:40) Mm-hmm.   Fred Heppner (22:05) To some degree, yes. So early on, you'll know if this is cut bait, this is not going to work. Or yes, this person's fitting in great, primarily because they were vetted. So quick, quick retract back to how do you hire them? Go through a long process of vetting. Don't just take the first one that appears. Get to know them, make sure they're going to integrate well. I see a lot of associate plans.   work real well when the dentist knows the dentist owner knows the associate coming on board from some past experience. Great example is the dentist associate grew up in town, did an internship kind of in the office as a sterilization tech, kind of worked in the office, found out that dentistry was their passion, went to college for undergrad, went to dental school for dental degree and came back to the town to work for that dentist. Right. Okay, good. So somebody you know, ⁓   Kiera Dent (22:38) Mm-hmm.   Totally.   Fred Heppner (23:00) son of doctor, owner's best friend. So there's history there. You know, the quality of the individual. Okay. So once traction is developed during the part of that associate agreement, there's some discussion about ownership and building an understanding of how the practice works so that when time comes to be a partner and buy in, there's already some traction. There's already some traction so that if the person elects to buy the seller out,   in a couple years, then they can switch roles. But there has to be some traction. One of the things that's really perilous is thinking about jumping into a practice and being a partner right away. If you want to practice and you do two million a year, hygiene does 500, you do 1.5. I'm going to come in and I want to be a partner of yours today because I've heard how great your practice is. And you have the physical plant capacity, you have the patient capacity, and I can step right in.   If I pay you half of the value of your practice today to buy in, we can split up the medicine and supplies and drugs. can split up the equipment. We can split up the office equipment. ⁓ we can split up all the operatories, but how do we sort out the patients? Because come Monday morning, say we close tomorrow, Friday, come Monday morning, I need to have in my schedule, the ability to generate half of the revenue in the business so that I can pay myself and I can pay.   to having bought in. that make sense? And that doesn't really happen easily when somebody just freshly wants to buy in as a partner. So fast forwarding to partnerships, which I hope we get a chance to talk a little bit about today, that associate has to be in that process, in that business for a period of time. And that traction needs to get up so that they've got productivity under their belt. And again, going back to what we talked about about banks,   Kiera Dent (24:32) Mm-hmm. Mm-hmm.   I agree.   Fred Heppner (24:59) they wanna see that that productivity is there, that they'll be able to generate it because they wanna make sure that they get the loan paid for. And a really good associate agreement has, in my opinion, good restrictive covenants, not to compete, not to solicit patients or staff. ⁓ In some states, that's not allowed. The FTC voted that associate agreements or employment agreements should not have restrictive covenants, but there's no legislation yet that has actually mandated that.   Kiera Dent (25:05) Totally.   Fred Heppner (25:26) So keep in mind that it's probably not appropriate to think that you'll be able to limit somebody's ability to work. Now for them to essentially buy your practice, for example, and you as a, agreement have a restrictive covenant that you will agree to that's different because somebody paid you good and valuable consideration money for you not to compete against them because they bought your business in an employment agreement. It's a little different.   Kiera Dent (25:49) Mm-hmm.   Great.   Fred Heppner (25:56) So if a dentist comes and works for another dentist who owns the business, and after a couple of months, it's just not gonna work out, they're not gonna have enough connection with the patient base to solicit patients or solicit staff or the team. They won't. So would it matter if there was a restrictive covenant in that initial agreement? Probably not.   because after a couple months, if they've alienated patients and alienated staff and they're not very good at dentistry, you want them out of there anyway, forget about the restrictive covenant, they could go work for somebody else close by. It's probably the same thing that'll happen.   Kiera Dent (26:36) I think it's really wise because I think so many offices hire an associate, but they're so scared to move them along in two months. I think that was wise advice you listed. It is so much easier to move them on in two months than it is to keep them for six months, eight months, 10 months, and then realize their dentistry or their team connection or their patient connections not there. so ⁓ it's, it's be very intentional within those first 90 days and make sure that this will be a long-term fit. ⁓ You can see it in two months.   Fred Heppner (27:01) So how does this,   you can, I'm sure you can. How does this sound? For the first six months of an associate agreement, maybe you don't have quite a good background, deep background about that individual, but you feel that they would be good in the practice. They come recommended by their instructors at university, at dental school. was highly, someone was highly recommended. How about a single page,   six month agreement that says you come to work for me, I will pay you this. And if you want to go, you can go. If I feel you need to go, I'm going to release you. It's an at will agreement, no restrictive covenants, nothing in it that locks anybody down. Because again, what I mentioned earlier is how much traction can you generate really in one or two, three, four months, because you'll know after four or five months that this is somebody really want to lock in at six months, develop a really strong, well-written attorney reviewed.   employment agreement that has restrictive covenants that has specific on how to redo cases in case they need to be done at the end of the employment agreement. Right. What do you think? I mean, does that give that give the opportunity?   Kiera Dent (28:08) Sure.   I think,   I mean, I like it. think that the devil's advocate in me would say, I'm not sure that the ⁓   millennial Gen Z generation coming through would say yes to six months. I think that they're looking for more security. They're looking for more guarantees. They come in with a lot more debt and a lot more risk that I am really curious. As a business, I think it's freaking brilliant. As on the other side, I'm curious, would you be able to get candidates that would want to come or is it too risky of an offer?   Fred Heppner (28:43) You mean,   yeah, do you mean the associate dentist coming on board is thinking more about themselves rather than the practice?   Kiera Dent (28:52) I think with the associate offers that are given currently, ⁓ I think agreed. It does show that they're thinking about it, but I also feel for a practice making sure that they're competitive with offers. I don't love having to be ⁓ like with hygienists. I don't want to have to go chase them, but you have to at least be competitive with other people in the market. So I think I agree with you. I just feel for practices making sure that maybe   Fred Heppner (29:05) ⁓   I understand what you're saying.   Kiera Dent (29:19) you are so competitive with other people and offer. So you do get the candidates, but you can have some of these ideas within like that I think would make you even maybe more attractive. So maybe it's a year that we're offering, but like, Hey, in the first six months, there's no restriction. There's no nothing. We add that in in six months. So that way you are competitive with other people. Cause I think associates, they need that security and I'm watching more and more come through. I mean, they're walking out with one mil plus 2 million in debt. Like, so I think that   I think to be competitive with others, might need to be a possibly. This is my hallucination that could possibly just make sure you're competitive.   Fred Heppner (29:53) Well, well, no, you're   so you're right on you're in a you're in another section of what the employment agreement might look like called compensation and benefits. I'm looking at just the period of time that you would be that a dentist would be employed in the practice to determine if it's a right fit for them and if it's a right fit for the practice and if it's a right fit for the patients and the team. Compensation can say exactly what you were saying. Now,   Kiera Dent (30:16) Right.   Fred Heppner (30:22) Unfortunately, it isn't the responsibility of the practice to provide for somebody who is unproven in their debt or to satisfy their lifestyle requirements. Yes, they're competing with other organizations that are offering salary, health insurance, vision, life insurance policies, all of those benefits that come along with big corporations. However,   It's a private practice. And the sooner I think that dentists who are coming on as associates know the intricacies and the difficulties of running a business and also the rewards that come with it, they would understand better how those arrangements are made. And I've seen compensation programs set up where it's the greater of over two weeks, a compensation per day or a percentage of a certain amount over a certain amount of productivity. So you can meet those requirements. can kind of meet.   Kiera Dent (31:15) Mm-hmm.   Fred Heppner (31:16) Kind of need halfway in between.   Kiera Dent (31:18) Yeah, and I think that that's where I was saying of I feel like making sure that you're meeting in the middle. I love the idea of being able to protect like, you're right, like not being stuck in this with someone who's not working out and getting stuck, I think is actually something that happens all the time with associates. ⁓ And so I think like, Fred, it was such a fun like,   chat about us. I agree, we need to chat more partnerships because now it's like, okay, we've got these associates, we've got some ideas on it. We've heard about figuring out where we want to go and how we're going to be able to get there and needing to think about our future life and how when we need to transition, you said the three to five years, I think looking for like, what do need to do to be able to buy a practice? If I want to buy a practice, what do need to get? Then we talked about like the DSO offers coming for private practices, and how to assess that through Fred.   And then we moved into associates. So Fred, like that was such a like smorgasbord of topics, which I love. And I think definitely reconnecting because I think there's the next step is like, how do we bring in these associates for partners if we want them? How can we build a legacy practice? That's not necessarily just the DSO. So I'd love to get you back on the podcast and chat partnerships and like alternative transitions beyond, but gosh, Fred, such a fun podcast today.   Fred Heppner (32:10) It was fun.   I am   happy to do it anytime. I appreciate what you do for dentistry. So I'll absolutely support you and be glad to do it.   Kiera Dent (32:36) Thank you. Well, Fred, as we wrap up today, were there any last thoughts you had to give to the listeners? And of course, ArizonaTransitions.com, ArizonaTransitions.gmail. If you're looking to transition or associates or what do I do or hey, Fred, I just need help. But any last thoughts you have as we wrap up today?   Fred Heppner (32:52) Yeah, I think   I tell you a funny quip that I think resonates with most people that I talk to. Dentists are excellent at curing dental disease, at diagnosing conditions and recommending treatments and working with patients to get them well. And, ⁓ coming into an event like purchasing a practice or selling a practice where they've never done it before. They don't have the experience or the education.   going in to understand what to do. I would encourage them to get advice and guidance from a great team. ⁓ I have a deal with my dentist. Mike Smith is brilliant. He has a practice called the biting edge here in Phoenix and he's brilliant. And he and I have an agreement. I don't do my own dentistry.   And he doesn't do his own practice transition stuff or practice management stuff. He relies on me to do that because they're in the middle. meet. So I want him to cure my dental conditions and make sure I'm in the optimum dental health that I could be. And I'm to make sure that I provide the services to him so that if he's looking to acquire a practice or merge an office into his, or figure out how the next plan would be for his practice growth or his transition, that he's going to sit down with me because he understands that that's my expertise and he.   he benefits from.   Kiera Dent (34:15) Yeah, I love that. That's such a good way to look at it. Let's sit in our lanes. Let's do what we're really good at and not try to be a one-stop shop. I think that that's brilliant, Fred. And I feel like for all those looking for the transitions for what do we do? How can I do it? Reach out, Fred. I think you're a wealth of knowledge. You've been in it for a long time and just truly so grateful to have you on the podcast today.   Fred Heppner (34:36) It's my pleasure. Absolutely. Have a great day. Talk to you soon. Bye here.   Kiera Dent (34:39) Awesome. Thank you. And thank you,   Fred. Thank you, all of you. And for all of you listening, thanks for listening. And I'll catch you next time on the Dental A Team Podcast.  

Kiera is joined by Fred Heppner of Arizona Transitions to talk through dental practice transitions. Their conversation includes when you should start thinking about your transition, what the economic outcomes will be any way you go, what a private indemnity group is (and how it can help), and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcrpt Kiera Dent (00:01) Hello, Dental A Team listeners. This is Kiera. And today I am so excited to welcome an incredible guest to our podcast, Fred Heppner. He's with Arizona Transitions. And honestly, I feel like right now in today's world, dentists need more than ever guidance and direction of like, what do we do? How do I transition my practice? What am I looking at for retirement? Do I go the DSO route? Do I do the legacy practice route? I just feel like there's so much confusion. And so trying to cut through that noise,   Fred is incredible. We met him and I just said, you know what? He's incredible. And so he said for him, it's whether a person is buying a dental practice or putting a dental practice up for sale, Fred truly can help you successfully navigate through that transition. He deals with complete transitions of dental offices and also practices securing a partner or an associate, which that is such a hard thing. Like, how do we do this? There's a million ways to slice and dice that pie because he's worked with so many different aspects of the dental industry. His experience allows him   to ensure that all parties are satisfied with the transition. So I'm super jazzed. Fred, welcome to the show today. How are you?   Fred Heppner (01:02) I'm   doing great. Thank you, Kiera. I gotta meet this guy. Who is this guy, Fred?   Kiera Dent (01:06) Well,   here he is, if I'm not mistaken. But truly, I'm so honored to have you on the podcast. When our team met you, they were like, Kiera, he's got to get on the podcast. And so just truly excited because like I said, this is a zone that I get excited to geek out on because we deal with it in consulting all the time. Our clients are constantly asking us like, what should we do? They want to bring on partners, they want to bring on associates, they want a retention model. ⁓ They want to know like,   I feel like your dental practice can be your greatest asset or your greatest burden, depending upon how you set it up. And so really being able to just dive in with you. And like I said, I think there's so much noise right now. The dentists are like, it's almost like ostrich in the sand. Like, I just don't want to even think about it. I'm going to put my head in the sand. I'm not going to pay attention. But the reality is like, let's educate, let's learn. Let's bring experts in like yourself. So that way dentists can feel more confident making the decision. I don't think it has to be scary. I don't think it's be daunting. We just need to be educated and.   Fred Heppner (01:41) Yeah, I agree.   No.   Kiera Dent (02:05) and hear wisdom and then do what feels right. So Fred, that was my intro, but anything else you want to add of how you got here or, mean, I'm just excited to riff with you today.   Fred Heppner (02:14) I appreciate the opportunity and I can tell you even from what you just said back in, back in 1983, when I started in the business of dentistry, the interesting thing was I didn't hear very often, Hey, what's your transition plan? Because oftentimes dentists were really just going to build a practice and then that was going to be their retirement and they would sell their practice and retire. Financial planners were, were non-existent to a large degree. And it was early on that I heard somebody and it really resonated with me.   They asked a young dentist who had just taken ownership or started a practice, when are you going to hang up your hand piece? And the dentist kind of, I just got started. What do mean? When am going to hang it up? I got, you know, I got 20, 30 years here. No, no, no. The moment you take ownership of a business, you want to consider what your transition plan out would be early on so that it doesn't spring it on.   Kiera Dent (02:51) Mm-hmm.   Mm-hmm.   Fred Heppner (03:09) We may   talk here later on about, what happens if you're not there? What happens if there's an injury or disability or illness and you can't practice dentistry? Now what? And let's consider talking about that maybe later on. So early in the game, it's appropriate to have some kind of idea of some kind of transition plan. Transition plan doesn't mean I have to value my business. I have to procure a buyer act to make sure that financially qualified. I have to get a contract. I have to get a lease. That's not a transition plan. In simple, think.   Kiera Dent (03:21) Yeah.   Fred Heppner (03:38) The transition plan is what do you want to do when you sell your practice, when you move on from dentistry? And you know, as well as I do, you have clients who have been in dentistry and practice for 25, 30, 35, 40 years. And if they stopped doing something that they've been doing for three decades, what are they going to do with their time? And that's, that's really high on the scale of importance in a transition plan, because ultimately they're going to sit back and say,   Kiera Dent (03:53) Mm hmm. Yeah.   Fred Heppner (04:08) I don't know that I want to be home. I don't know that my spouse wants me to be home all day. And you have to think about these things. So it's much more than I have a practice to sell. I've got a purchase price. I have to figure out how I'm going to sell everything and my staff and my patients and so on. It's more than that. So I think in the initial phases of somebody considering what's my transition plan that can pull their head out of the sand and look at a spot and say, what do I really want to do if I   Kiera Dent (04:12) Totally.   Fred Heppner (04:37) If I don't do this, what will I do? And then feels a whole bunch of other questions into the play. Number one, how much am I going to make from selling my practice? What are the economic outcomes? How much in proceeds will I have after all the fees associated with selling the business and the taxes associated with paying for the proceeds? Now, what have I got left? What is that? What does that number look like? Well, I have no idea. Well, I need to find out. That's why I have a business.   Kiera Dent (05:05) Mm-hmm.   Gosh, Fred, I am so grateful you brought this up because honestly, feel like so I don't know my financial advisor teases me all the time. He's incredible. And he's like, Kiera, you are the person that has every exit strategy. You're like, all right, so what's going to happen if this happens or what happens? And I love to play this game with my husband. I'm like, okay, so if there was a fire in our house in this location, how are we going to get out? Or if we had this, because I feel like when you have almost that North star, especially in your life of   Okay, this is how much I want when I wanna retire. This is when I wanna retire. This is like you said, if I want to, what am I gonna do when this doesn't, like when I'm no longer doing dentistry? Because you're right, I actually, ⁓ working at Midwestern ⁓ University in Arizona, I know a lot of dental students and I know a lot of dentists now. And ⁓ I've been gone from Midwestern for about now, about nine years. And ⁓ in those nine years, which does not seem that long, it's not even been a decade, ⁓   Fred Heppner (05:50) Mm-hmm.   Kiera Dent (06:05) There have been students who have gotten a disability. There have been students who have gotten cancer and can no longer practice dentistry. There are students that have already sold to DSOs. And I'm like, their life looks so different. The student I'm thinking about who ended up getting pretty sick and had to leave, thank goodness he had his ⁓ insurance on him, his disability insurance. But like when I met him,   there was no way that we ever would have thought like four or five years into practice. I went and saw him in his practice and now like he's not doing dentistry anymore. And so I think Fred, it's one of those things where I help him pray every dentist who's listening gets to work until they're 80, 90, however long they want to go that they get to practice their craft. but I think what you're talking about of let's think of what would I do if I couldn't do this anymore, whether by choice or whether by life, ⁓ and then be able to make decisions because I feel like   When you stair step it back, you're able to actually navigate today way more confidently than if you don't have a plan. And I think that gives you more security than anything else. ⁓   Fred Heppner (07:08) Amen. And if your practice   is stable, strong, producing a good profit and you are able to not only retire debt, but start to put away for your own retirement, you are much more in a direction of control also. So retirement may not be a year or a number. It sometimes is an event because injury, disability, illness, sudden death have no discrimination. It can happen to anybody.   And if there isn't a plan in place for that, which I would recommend dentists look into, ⁓ if they don't have them in their community, forming private indemnity groups, disability coverage groups, where if a group of 16, 17 dentists that per oculi are in the same community and know each other and respect each other would agree that if anything were to happen, the group would get activated and it would cover the practice a day at a time on rotation for all the membership.   until the practitioner returns from the injury or disability or the practice is sold because the dentist is incapacitated and can't come back. As a side note, I want to mention to you that I do this for six different groups here in the Valley in Phoenix where I live. And there are anywhere from about 12 to 22 dentists in each of those groups.   So if you're listeners or if anybody in the A team wants to know more about forming groups, I'm happy to pay it forward, provide it for you. It's important. It's really something that dentists, we're invincible. Nothing's going to happen to us, especially when they're 30 years old and they just graduated from Midwestern and they bought their first practice and they're fired up. And it's like, they are looking at nothing other than growth, development, coaching. They're not even thinking if something were to happen to them. So.   Kiera Dent (08:38) Mm-hmm.   hope. Right?   Mm-hmm.   Fred Heppner (08:57) Just as an aside,   let's you and I make sure that we talk more. And for any dentists who want to develop those kinds of groups, it is invaluable. And there are tons of stories that I could impart to you and impart to anybody who's willing to listen about dentists that have a mishap. ⁓ Jim Jorgensen here in Phoenix ⁓ owns Squaw Peak Dental for years. He was in Vegas with his wife, Terry, midnight. They were up in the hotel room and he flatlined. He had a massive heart attack.   Kiera Dent (09:15) Mm-hmm. Yep. Mm-hmm.   Fred Heppner (09:28) She kept him going until the paramedics arrived. He survived. We activated the group. We covered his practice for three months. He came back, continued to practice. A year later, he sold it. So he couldn't have done that. He would have lost that asset and lost the value that that asset has on the open market if that group hadn't been in place. So.   Kiera Dent (09:39) incredible.   Thank   I will. love that. And thank you for sharing that. And that's something I didn't even know existed. And I, I don't, I'm just very pro. Like, I remember when I was filling out our trust and I had to write my will and I was not very old, still like in my thirties, it was really weird. And it made me feel icky. And when you said the phrase earlier of like death, disability, illness, that has no discrimination. It hit me in my core of you're right. Like we do feel like we're invincible, but the reality is those three are hanging   out at any moment and we have no idea when they're going to strike us or our family or someone that we know. As icky as that is. And so I feel like it's like, let's just get, let's get prepared. Like when I had to figure out what's going to happen to me, if I ever am incapacitated and I called my brother, who's my power of attorney. I said, okay, this is what I want. Are you willing to do it? But now I don't like if it happens great. Like he knows, I know there's a plan in place and as much as I would hate for it to happen, there is a plan that's like, and I feel   Gosh, maybe I'm just a selfish egotistical human over here. It does give me a lot of empowerment to know that I know if something were to happen to me, things are good. And I will also say my whole team hates it, but I have an entire death plan of if Kiera Dent dies, I haven't made it so sweet that they want to kill me off. So like, that's my, that's my caveat. Like, let's not make it that good. But there's an entire plan because I realized...   If I don't have this plan in place, if things aren't able to be transferred quickly to people that I trust and that people need to execute on, this company would die and we would not be able to serve all the people that we have. And so as, as weird and as eerie as it is, I feel like Fred, there's so much empowerment that can happen because it's no longer scary. Just like getting an operations manual, just like getting all your systems in your practice in case someone leaves. I feel like it's the same thing for your business in your life. So Fred, like that's a great tip. And I think people should reach out and definitely connect with you.   Fred Heppner (11:42) maybe   for another future podcast. Coming to an A-Team podcast near you,   Kiera Dent (11:44) Like,   I mean, hey, I'm here for it.   Fred Heppner (11:50) I don't know.   It's really important. People take it for granted. And it's interesting because the people that are in the groups that I have and sponsor just sitting back and say to themselves, why wouldn't anybody not be involved in this type of group? So good for future.   Kiera Dent (12:05) That's helpful. Okay. All right. And Fred, just like, mean,   we'll, share it at the end too, but if people are interested, how do they connect with you? We'll just put it in the middle too. So people have the info and then of course we're going to continue on.   Fred Heppner (12:16) ArizonaTransitions.com is my website. ArizonaTransitions@gmail.com is my email. Best way to reach you.   Kiera Dent (12:23) And I'm sure people are   questioning, you work only in Arizona or do you work outside of Arizona just to clear that up for our listeners? Okay.   Fred Heppner (12:29) Good. Time for a little backstory. So   back in 1983, when I started in dentistry, I was a, I was a business coach, similar to how you operate and develop business systems and coaching and training for dentists and their teams to grow and essentially develop profitable and enjoyable practices. I did that for about 20 years. And then about 22 years ago, I really saw a void in Phoenix where I live. moved here in 1995.   of the transition space. just didn't see dental practice transitions being done with integrity, in my opinion. They could have been, but I saw some of the aftermath because dentists would call me and say, hey, I just bought this practice. Can you help me? It's a mess. So I would go in and assist them. Well, slowly but surely, I saw an opportunity to be able to jump into the transitions realm. So I jumped deep into ⁓ classroom study and book work on how to do business evaluations correctly.   Kiera Dent (13:04) Mm-hmm.   Fred Heppner (13:26) the International Society of Business Analysts was my education forum. ⁓ Casey Conrad, who is brilliant, he taught me how to do business valuations correctly. And by the way, he writes the curriculum for the organizations that provide accreditation to people who want to be a business analyst. So I'm learning from the guy who teaches everybody. And then I started studying large contract negotiations.   Kiera Dent (13:45) Mm-hmm. Amazing.   Fred Heppner (13:52) As I developed that understanding and saw that there were things that I could contribute to, I jumped into that realm and became more of ⁓ a transition specialist here in the greater Phoenix area. Well, along the way, I came upon a group called American Dental Sales, which is a large cooperative of 40 dental practice transition specialists, 23 different companies. They cover all 50 states and they had a void in Arizona that they needed to fill. So they approached me and said, we'd like you to come on board.   ⁓ I then met a guy named Hi Smith, who really was one of the preeminent dental practice brokers in the country. ⁓ He was in Naples, Florida. He had a place in Oregon, so he kind of commuted periodically. But Hi was very, very well regarded and still is. He's retired now. Hi was the transition specialist for the Pride Institute, a very well regarded practice management company out of California. And for 35 years.   Kiera Dent (14:44) Mm-hmm.   Fred Heppner (14:50) They referred all the business nationwide to High to develop any kind of transition plan or valuation or partnership or associate ship or practice sale. Well, he was a member of ADS and he actually, I want to say he took me under his wing to some degree because we just became very good friends and he became a really significant mentor of mine.   I fell ill and said, I'm not gonna be able to do this any longer, so you're gonna take over my book of business. and by the way, you're also gonna start doing seminars for the Pride Institute. And I'm gonna introduce you to the people over there so that when they need help, like I've been giving them for the last 30 years, you'll take over. So as a result, we were doing seminars all around the country. So four to five times a year, we'd be in Denver, Boston, Seattle, Orlando, Dallas, Chicago, Philadelphia, you name it.   Kiera Dent (15:30) Mm-hmm.   Fred Heppner (15:43) So people that would come to those meetings were Pride disciples, clients, and they would ask me to help them with their transition. So that became more of a establishing services for dentists that are outside of Arizona, not necessarily creating a footprint in each of those territories. The Pride Institute was purchased by Spear Practice Solutions about 10 or 12 years ago.   Kiera Dent (16:08) Mm-hmm.   Fred Heppner (16:09) So I got dragged kicking and screaming over to Spear and developed a really good relationship with the track practice growth partners at Spear and also Amy Morgan, who was the CEO at Pride out still with Spear. So that's the backstory to tell you that I've done transitions in 26 different States. And it's very easy for me to help provide consultation and guidance for transitions really anywhere.   Kiera Dent (16:12) Thank   Mm-hmm. Mm-hmm.   Awesome.   Fred Heppner (16:39) Florida, as an example, Florida requires a person to be a commercial real estate broker to broker business assets. So I have colleagues in Florida that I refer to. And with my affiliation with ADS, I have boots on the ground in pretty much every territory that if I don't think I can provide value to the client, I simply connect it with the people in my group and everything gets worked right.   Kiera Dent (17:04) That's awesome.   That's amazing. And it's such a fun story.   mean, I think our our paths have crossed on probably several levels. One of my business coaches is former pride. And as soon as you said that, I was like, Oh, my gosh, I bet we both know Liz. I'm sure we and all the different pieces. But I love that because I figured Arizona transitions might some of the listeners might feel like you can't help them and assist them. So I really wanted to clear that up that it's all across the nation in different areas. So all right, Fred, let's dive into like walk us through I know you've got some   Fred Heppner (17:11) Yeah, chances are.   yeah, ⁓ yeah, absolutely.   Kiera Dent (17:36) points.   I know you've got some things of like, what is the transition plan? Like how do doctors get to that level? What do they need to do if they're transitioning? Now again, this doesn't mean you're selling. Right now, I think there's a lot of options to sell, but also like prepping in case life, one of those three mysterious, hopefully never coming to you, like orbs is how feel. I feel like they're like floating around and hopefully they never strike. But what do we do? What are kind of the steps? What are some of the things you have for that?   Fred Heppner (17:56) Yeah, yeah.   Well,   I think the first step in any kind of relationship that I build with a client, it would be a true consultation. And in that sense, it's tell me what your ideal retirement plan or transition plan would look like. You've worked your practice for a number of years. At some point in time, you're going to decide that you will retire from the practice of dentistry. What do you want to do? What does that look like?   What would you be involved with? I'll give you a quick example. Jerry Cox, who's a dentist in Old Scottsdale here in Phoenix, called me and said, I'd like you to help me sell my practice. And I said, I'd be honored, thank you. So I went and saw him and we put together the plan and I asked him the question, what do you want to do? What do you want to do after you retire from practice? says, well, I like to do sculpture. And I said, really, Fred?   Kiera Dent (18:56) you   Fred Heppner (18:57) What have you done? kind of work have you done? He says, well, let me show you. He showed me pictures of the statue of Heather Farr. Heather Farr was an amateur golfer 25, 30 years ago or so, who played at ASU, who was an enormous success, played on the LPGA tour, and ultimately ⁓ developed breast cancer and died. Heather's statue ⁓ was sitting at Karsten Golf Course down near ASU, which they've now plowed.   Kiera Dent (19:20) Wow.   Fred Heppner (19:27) and also at Greyhawk Golf Club. And Jerry sculpted that statue. And I got goosebumps right now. Anyway, so as an example, Jerry has a studio at his house. He said, as soon as I sell, I'm doing that. So the point is in the transition planning phase, know what you want to do. Know what you will occupy your time. If it's turn.   Kiera Dent (19:33) Wow. Yeah.   So Fred, I'm gonna just like ask questions right here because, and   I'm gonna talk for myself. So guys, like this is my own therapy session. So thank you for being a part and a fly on the wall. Like sometimes we don't know. ⁓ So like I feel I'm very much, I know I wanna retire. I know I want more free time, ⁓ but I literally sit here and this, it's like, know how you think about like how time truly never ends. And if you think about like too hard, it actually creeps you out. Like that's kinda how I feel about like retiring of like,   Well, I know I don't want to keep working this hard. Like I don't want to be putting in as many hours, but I still love the impact. I still love the legacy, but I don't quite know what that looks like. And I feel like a lot of times people in their thirties, in their twenties, in their forties, I think as you get later on in life, you probably have more of that clear picture. But what about for those that are very fresh, like that truly maybe some people do, maybe I'm, maybe I'm the only one on my own planet. I don't think I am, but like, what do you do if you don't know what you want to do?   Fred Heppner (20:46) You're not alone. So good. part of the time, what did Chelsea, what did Kelsey Grammer say? I'm listening. So the, the, the idea is that there are portions of people that don't know. There are some that are very clear on what they want to do and there's some that are kind of, well, I'm not sure. My, my recommendation would be, think about it. Then don't answer right now, but think about it because I want you to know what you will be doing when.   Kiera Dent (20:48) Thank you. Thanks for my therapy today, Fred. I appreciate it. Thank you.   Hahaha ⁓   Fred Heppner (21:16) you stop doing this and it may change over time. It may kind of morph into, my God, I didn't know that I really enjoyed painting. Okay. Then, then that's maybe what you might do because as you retire from the proceeds of your sale of your business, you'll, you'll build out a studio in your home or in the Casita or wherever it is. So it, it's okay that you may not know. It's okay that a person may not know what they want to do, but it's important to start thinking about it.   Kiera Dent (21:26) Mm-hmm.   Fred Heppner (21:47) And then we can kind of move into the rest of the, ⁓ the rest of the questions, which I would say, is it a year that you'd like to finish working? Some dentists may want to finish when they're 55. Some may want to work until they're 65. Some may want to finish working when they're 50 or it might be a number. My investment portfolio has to be at $10 million liquid, not including asset hard assets like home.   vacation home, cars, anything like that, boats, whatever, ⁓ but that the liquid assets have a certain number because then I know through my financial planner, because he did a wealth timeline, another side note, right, Kiera? ⁓ He said that if you keep doing what you're doing and you retire at this age and you pull in social security and you have this mandatory required distributions from your portfolio,   Kiera Dent (22:16) Mm-hmm.   Right? Exactly.   Fred Heppner (22:41) you'll be able to have this much money when you're 99. So, and that's just a mathematical spreadsheet that most good financial planners have. And I highly recommend it for anybody who's in business, who's developing a portfolio for retirement. So it may not be, I don't know yet. Okay, good. Well think about it and know that I may circle back during our relationship and ask you, have you given much thought? Do know what you're going to do?   Kiera Dent (22:45) Mm-hmm.   Fred Heppner (23:09) Early on, is it important? Not as much as when it's a three to five year window. When it's a three to five year window from retirement, then we want to talk more significantly about it. Because that will be a good...   Kiera Dent (23:23) got it because that's what I was curious I was like should people be talking   when they're in their 20s 30s or is it something we're like start to think about it I know Ryan and I from Dentist advisors we we talk shop about this quite often of like there I mean there are studies that show that when you retire you actually start to atrophy in life and ⁓ there isn't as much of a purpose and so we talk often of like how can we continue that   mental stamina, the things that are going to fulfill us, whether it's working or something else of philanthropy, like whatever is going to keep you going as a human, whether you're working in the chair or you're not, I think is important. So that's I was curious of like, really probably connecting with you three to five years before we think we might retire, but with the caveat of, hey, if something were to happen to me, what would kind of be my exit strategy? your like death list like I do, like if I die, this is what's going to happen. It's creepy, but it's awesome.   Fred Heppner (24:15) No, it's, it's creepy and it is awesome. And at the same time, it's a really good conversation to have because if we're three to five years out, then one of the first things to do is say, okay, so what's going to happen if you're not here? And that carries on to the discussion we had earlier.   Kiera Dent (24:28) Mm-hmm.   The Dental A Team (24:31) Awesome. Thank you. And thank you, Fred. Thank you, all of you. And for all of you listening, thanks for listening. And I'll catch you next time on the Dental A Team Podcast.  

Kiera and Kristy discuss ways your practice can completely “drain the lemon” of juice (aka, financial opportunity) without becoming completely overwhelmed. This happens by identifying a goal and reverse engineering it. Kiera and Kristy give numerous examples of how this works, as well as other opportunities for hidden value in your practice. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today is such a special day. I hope you guys are having the best day because I'm having a great day because today I'm podcasting with our one and only Kristy Treasure, one of our incredible consultants. And I am so excited to have Kristy with us. Kristy, how are you doing today?   Kristy (00:17) Gosh, it's fantastic. The first day is spring and we're gonna bring some new life to clients here. Add potential clients, right?   Kiera Dent (00:24) I agree. I completely   agree with you, Kristy And honestly, if you guys have not met Kristy, Kristy is incredible. She's been on our team. Kristy, feel is just like the queen of wanting to have these amazing practices, just hit great numbers. Kristy loves numbers. She loves to dig in. And Kristy has this like very delicate leadership style. Like I watch you and I see you just transform practices. You gain their trust, you build their trust, you help team members.   I mean, offices who've said, Kiera I only want to work with you, are working with Kristy and loving her. And so it's just really fun, Kristy, to have someone who just is so passionate about dentistry. And I'm just so happy to have you on the podcast with me today. So that's a little intro to Kristy. If you haven't met her, haven't heard from her, you definitely need to. So Kristy, love having you on our team. It's always a treasure.   Kristy (01:11) Thank you. I love being here. It's a great culture and you know what? We just have fun serving clients and that's what it's about.   Kiera Dent (01:19) We totally do. And so Kristy, I want to join the podcast today because I feel I've been watching you consult some clients and I've been seeing it's fun in our morning huddle. Don't worry guys, in Dental Team we have a morning huddle. You can tell I used to be a dental assistant, team member, that's what I do. And so Kristy, we always share client wins and it's really fun because then we can share from consultants like, hey, what are you doing really well? What things are we doing well?   And Kristy, I've been watching, she's been posting up some really fun changes that she's been able to do with practices, so much so that offices who have never been able to hit certain dollar amounts in their production, things that they never believed were possible, getting overheads like, Kristy is burning and churning and doing it, it's like, Kristy, you come in with this like delicate wave of authority and it's just beautiful. And so I kind of wanted to talk, not necessarily specific to these practices.   But I mean, offices who have never had 100 grand, Kristy's been able to help them. Offices who have never been profitable, she's been able to help them. Offices who feel like they can't get their leadership team on board, Kristy's getting them. People who say like, we'll never be able to make an operations manual. I'm watching and Kristy you're just like getting these offices to navigate along. And so I thought today would be really fun for us to talk about maybe what are some of the tips or tricks. Again, not necessarily specific to these practices, but things you see overarching that really work to add.   production to a practice or get a team bought into it. So let's start first. mean, everybody always wants to geek out on numbers. So Kristy, what are some of the things that you've found are just really successful? I mean, you're an office manager of a very, very, very successful practice. You've consulted lots and lots and lots of practices even before coming to Dental A Team. You've got some history with you. So Kristy, let's kind of share some Kristy magic of what are some of the things you've seen that really help impact numbers in a practice quickly and easily with a whole team bought into that.   Kristy (03:06) Yeah, would say first off and foremost, like obviously picking maybe the top five metrics to start working on and every doctor in office talks about production and collection. And so starting with some of the basics that they already understand, but also like.   Figuring out that point, what are we working for? Not just in a five year or 10 year range. I mean, you talk about that all the time, but also what are we looking for this year? And then reverse engineering it. Because if we don't have a point to guide to,   It's just numbers and even when we're talking percentages, we can have 100 % of collections, but is it enough to pay the bills? Is it enough to do the goals that we're reaching for as a team? So definitely it's about starting where they're at and then letting them see something bigger, if you will.   Kiera Dent (04:07) And Kristy,   I think it's such a good thing because like when teams just feel like they're only about today, right? Like it's like, here's my daily bread today, but we don't understand the bigger picture. This is oftentimes when offices get fresher and they're like, my team isn't even looking down the line. They're not taking the ownership. They're not doing any of these things. So Kristy, how do you get a team to look further down the line and not feel the overwhelm, not feel like, cause you know, you come in and start to change. How do you have some tips to navigate with team members who maybe aren't as pro?   Getting into it.   Kristy (04:38) Yeah, I would say number one, I mean, we're starting out the year, we're ending first quarter. And so to think, ⁓ I want to hit a million dollars by the end of the year. That's such a big overwhelming number that we literally break it down. We can project out where are they currently, you know,   Where are their numbers currently projected to hit at the end of the year? And then reverse engineer that. Guys, my gosh, we're only $1,000 short a week. How could we go find $1,000?   right? And do what we do. It's all in the name of getting our patients healthy. you know, let breaking it down to that simple step and letting them achieve something daily, if not weekly, and showing them it's easy. And it all relates back to our why. Why did we get into dentistry? You know, it's to serve and get our patients healthy. So when we do that, and we know where we're headed, it's really easy to achieve.   and then just start building in the goals from there.   Kiera Dent (05:46) Mm-hmm, I agree   with you because I think in dentistry is so fun I mean a million seems so hard, but let's break it down like if we really want to do I mean Let's just do some fun math here. So we're gonna do a million. All right, so some offices. They're like, I've never hit a million Let's figure out a million. I think these are fun. Kristi and I do love numbers So I hope you do and if you don't I hope you take on our mantra of like I love numbers and numbers Love me. I want the numbers to love me. So let's enjoy that. So if we have a million we divide it by 12, okay   And this is just really rough math. There's more sophisticated ways to project this. That's 83,000 per month. Let's bump it up to 84 because it's 83,333. So let's just do 84,000. So if we're at 84,000 and then we know, let's say you're a practice that is only working four days a week, that's fine. You do not need to work five days. You don't need to work six days. Let's just do a four day work week. Cause I like to prove to people and Kristy, I know you do too. We don't have to work harder. Let's just work a little smarter.   So with that, let's say it's 16 days a month. Does that make sense? You got four days a week. Most months are four weeks. I get that there's a few more, which is why this is very loose. Don't worry if you do this, you'll slush in the right direction. So what that brings it down to is 52.50 per day. Now let's say in this practice that they have two hygienists. Usually a hygienist is producing about a thousand-ish rough numbers. That's 32.50 per day for an office. And so I think Kristy agreed with you.   When we look at that and we're like, all right, if we're only scheduled to 2,700 today, where can we go find that extra $600 or $500? And it's not saying we're over diagnosing patients. What we're doing is we're looking to see, could we add in some fluoride? Could we add in that FMX? How can we do better patient care? Oh my gosh, that patient only wanted to do one filling, but they're about to get numb. And that quad of filling seems a lot more enticing because they're about to get numb. It's crazy how like, you know, when I talk to patients and they say, oh,   I think I just want to this one filling. And then when they're about to get numb, it's like, Hey, we can actually do the whole quad. And they're like, yeah, we should actually do that. It's wild. That injection, you guys never, ever, ever, ever underestimate the power of an injection. ⁓ but the reality is this is how you can look for it. This is how it becomes fun. And I think helping teams and Kristy, do an amazing job with this, helping teams have fun with this. That's the whole point of a morning huddle. We go to morning huddle to huddle. How do we win the game? Just like a huddle in basketball or huddle in football.   How do we actually win the game? Where are we at? What's that extra five? I mean, I have been shocked when offices will implement pro, ⁓ fluoride, or they'll look for FMXs. We're like doing our x-rays on normal cadences, or we're even doing our comp exams. That will add up so fast for you. Adding a sealant, adding in quad dentistry rather than single tooth dentistry. You can find these things so easily. And so, Kristy, I think you do a beautiful job of that with your practices. And I'm just curious, like,   But what happens when you have that one team member in the back who's just like not having it? What do we do with them and how do you get those team members on board?   Kristy (08:46) Yeah, number one, most team members want something more for themselves, right? Whether it's a yearly raise or I don't know, maybe the office doesn't offer insurance and they want to offer insurance. And I'm like, well, let's find a way to offer it. You know, let's figure out how much it is. What does it cost? What do we have to do to show the doctor we can earn our way to doing it? So showing them that they can also achieve what they want. mean, honestly, today I had a   a team that was talking about taking time off between Christmas and New Year and possibly paying the team for that time off and surprising them. And I'm like, well, let's reverse engineer it, find out what do we have to do to pay for that. And then we can surprise that gift ahead of time because we can measure if we're on target for it. And...   give them that, gift them that time off if you will, but just again showing team what's in it for them and relating it again back to their why they got into dentistry which was to take great care of people.   And when you do it, we all reap the rewards. And I love that you said morning huddle because nine times out of 10, we have that treatment in our schedules already. And it's just having conversations with patients in a relationship fashion.   Many people think you have to have more new patients, right? We don't need more new patients. They're in our schedule and we have the opportunity to just do more on the patients we have. And if you don't believe me, have them run their unscheduled treatment report.   Kiera Dent (10:31) Amen to you, Kristy. And I agree with you tenfold. And that's why we consult so well together. And I really love that you said like, let's show them, let's gift them, let's figure out what our team wants. And that's what's actually so fun. Like this is why I love numbers. I hated numbers because I didn't understand them. But when you realize that numbers can just be the way to get whatever you want in life. Like it's just truly this really, really fun, dreamy, like you said, if they want to take time off between Christmas and New Year's,   Fantastic, let's figure out what that production would be. Let's figure out the cost of paying all the team members. It's very simple, it's not a hard equation to do. Then let's add that amount, divide it amongst the rest of the months of the year. You can literally pay for it. So offices who wanna go on trips, offices who wanna add in bonuses, offices who wanna pay for scrubs, like you name it, all these things can be paid for. And for people listening, this isn't too overdiagnosed on the patients. It's not like we're going hunting because we're like, we wanna go on that trip.   it's we are looking for the best patient care like Kristy said. We are looking for the little opportunities that we're not doing. And every practice is like, no, we're doing all this already. Yeah, right. I promise you, I've yet to see one office who has done every single thing perfectly 110%. And so I think like, let's drop that ego as well and look to see where it can be. And Kristy, I love that you bring it. As you were talking, I'm like, Kristy to me feels like the analogy of like squeezing the juice out of the lemon or squeezing the tube of toothpaste.   And Kristy is the gal who looks at your practice and you're like, my tube of toothpaste is empty. And she's like, yeah, let me show you. got like three more months where the toothpaste in this tube, like we are squeezing it rather than just going and looking to buy a brand new tube of toothpaste. And within your practice, there's so much more opportunity to like squeeze the juice, squeeze the opportunities rather than having to look outside. Yes, we still need to work on the outside pieces too, but then when we look inside, and I think that this is where you do such a great job, Kristy like.   Kristy (12:04) Yeah.   Kiera Dent (12:25) I tell you, Kristy can turn to practice so quickly. It's been magic to watch you, Kristy I'm like, this girl comes in and she just like hangs out. She's working with the team. She's tracking the numbers and la la la la la. The doctor's like, oh my gosh, we hit this and I didn't even know that was possible. But Kristy's squeezing juice. You're looking for the juice constantly. And so I'm just curious, other squeeze the juice, squeeze the tube of toothpaste? You said like new patients, you're looking for unscheduled treatment plans.   Kristy (12:30) you   Kiera Dent (12:53) We don't need the new patients. We're looking for just little, what are some of those other opportunities, Kristy, that like I spy with my little consultant eye, what do you see in there?   Kristy (13:02) Yeah.   Obviously there's a few areas, but one of the things too when we have limited coming in how many of those do we work to convert? I mean how many times do we schedule them for a half hour appointment when really if we just schedule them for an hour and trained up our assistants to have a conversation on the front end my gosh, if we could avoid future emergencies like this while you're here We could take a look at everything come up with a plan and still treat that tooth that's bothering you right so and if they're swollen   or in pain, at least scheduling them back to make sure, hey, you know, we could avoid future emergencies like this. Let's get you back and take a look at everything, but get you out of pain today. that's one area. And again, it's just taking and using what's already there and doing what's best for the patient, right? I mean, people only lose their teeth for a few reasons. Trauma.   Kiera Dent (13:53) Mm-hmm.   Kristy (13:59) Extensive decay, you know, so if we can avoid that just like you said the power of the shot if we could avoid Future damage and more cost wouldn't you agree we should take care of it today?   Kiera Dent (14:06) Hahaha!   Mm-hmm.   Also, did   you hear what Kristy said? Wouldn't you agree? And that's a very like amazing line to take into your practice if you're not using that right now. I love the LOEs being converted into a comp exam. It is one of the most incredible things that if a practice will take this on. And so we were like, but Kiera, Kristy, they're just coming in for pain. Like they're not gonna like it. Yeah, right. A, you have to remember no one wants to come to see you. And I'm sorry, dentist, but this is the reality. And there's like 1 % of the population who's a little bit odd and they actually love to come.   But that's like truth. And so they don't wanna come anyway. They're already in pain. So let's do them a service. Let's do them a favor. Let's take pictures of their entire mouth, AKA x-rays. Let's do a full comp exam. Yes, we're gonna take care of that problem tooth. Absolutely, 100 % we're gonna do that. But odds are, and every doctor and every team member knows this, if I've got one tooth that's looking pretty wild, odds are there's probably a few other places in that mouth that are going to have the same problem come upon them pretty soon. But I think it's also,   training the front office to say this, training the clinical team on how we present this and how we can do this, but also realizing this is a huge service and benefit to a patient. No patient wants to come back. They really do not. As much as they love you and as fun as you are and as great as your coffee bar is and as fun as your movies are, being at the dentist, even for me, I had to go to the dentist and I was like, gosh, really? Like this place. And I work with dentists. Like I've been a dental assistant. People just don't enjoy having their   someone awkwardly put their hands in your mouth. It's weird. It's a weird thing that we do and yet we love it. So Kristy, I love that. What are some other ideas that you have around? Because yes, convert the limited to comps. Any other things that you have around? And again, I don't want you to give all away your Kristy Sparkle. So like what's one or two more that you have of like being able to squeeze that juice, squeeze that tube of toothpaste?   Kristy (15:59) Well, I would say many times, especially for the dentist coming in or newly starting out having firm financial arrangements, know, and it's not firm doesn't mean strict necessarily, but it's it's comprehensive finances. You know, it's it's finding a plan to get all their treatment done. Even if you're phasing it out over time, but I would say really there's usually that low hanging fruit in AR or insurance that we can   just put in simple systems that go after that and stop it bleeding into, you know, aging out, if you will. So many times that's an area to start and just look at what our processes are. How are we collecting? Are we getting the good estimates to get the correct amount collected over the counter?   Kiera Dent (16:52) Okay, so   in that, agree with you, Kristy, because a lot of times people are like, we need to make more. And I'm like, you don't even need to make more. It's just hanging out in your AR. Like you've already done the work. We just need to collect the money for it. So you mentioned making sure that when we do this, we have good treatment plan estimates, which comes from good insurance verification, which comes from good entering of that. That's gonna help a lot. What are some of the other financial policies that you've found that tend to work really, really well for practices?   Kristy (17:17) Yeah, well, let me be clear that treatment plans are different than financial arrangements. Treatment plans are what we're going to do. Financial arrangements are how are we going to take care of it? And many times people are missing the how we're going to take care of it. They're like, yeah, they know the cost. We gave them the printout. But are we really solidifying how we're going to take care of it? You know, are you the type of patient that needs   to pay over time? Are we capturing exactly what they're doing, if you will?   Kiera Dent (17:50) Yeah, which is really smart because otherwise   it's a lingering, it's are we paying with cash? Are we paying with credit card? Are we paying with financing options? What are we doing with that? That's going to firm this up and I agree as soon as that gets dialed in and people panic. Like I don't wanna put this out there. And I'm like, where do we feel like we went back to the 1800s to where it's like, just put it on my tab. Like I still do not understand why dental practices get so nervous to ask patients to pay for something that they just received.   99 % of the time in today's world, we're having to prepay for these treatments before services are done. And I feel like dentistry, let's, let's come to the playing field. Let's get a little more current. Let's get a little bit more on the same page of the rest of the world. It's not weird. It's weird. The fact that we think it's weird. That's what's weird. Like it's okay to ask patients to pay for it. It's okay to expect them to have financials before they come in for treatment. That's normal. And then what we do is for all the patients that we've been like,   lollygagging on in the past, it's okay, it's all right, there's no judgment here. Those patients we start to collect when they come in. So we start to collect on that side, we can send statements to them, we can run our AR and we get better for future and we have them sign on those financial arrangements so that way there's no confusion. The only reason patients get frustrated with you is because expectations were missed. So I love what Kristy said with these financial arrangements. It's a beautiful way to not have expectations being missed and a really good way to squeeze some juice in your practice.   to find those little missing opportunities. Kristy, you've been a freaking dream. Are there any other little like secret nuggets that you feel like you wanna leave with our audience before we say goodbye today? Because honestly, I just have loved this and I enjoy the imagery. I'm gonna like have you, every time I see you now, I'm gonna think of you like squeezing the juice. Like I'll just think of you like, Kristy's over there taking lemons into lemonade. So any other last thoughts you have as we wrap up today?   Kristy (19:32) Yeah.   Yeah, actually you mentioned the financial arrangements and I just want to challenge people. literally, I almost love the practices where they say, see you later, send me a statement and flipping them to actually getting down payments or reservation fees for appointments. Like I've watched a practice go from literally that.   Kiera Dent (19:54) Yeah.   Kristy (20:04) to, my gosh, they're so excited because they are using Pre-Collect. But I also want to flip people's thinking. Just like you said earlier about patients not wanting to stay, don't put our own bias in it. Because I hear people say, well, we'll do a reservation for large appointments. I just want to challenge you that   allow that same opportunity even for the smaller payments. If I had $500 in my savings and you offered me to pay $250 today to reserve it and $250 when I come in, I very well may appreciate having that so it doesn't drain my savings or my checking or wherever I'm pulling that money from versus, hey, you could pay $50 today and now I have $450 to pay when I come back in. So I just challenge you to, you know, try.   gamify it a little bit and have fun with it and I promise your patients will appreciate it.   Kiera Dent (21:02) Kristy, I love that you said gamify it. I think I heard once at a conference I attended and they said, business is just a game. Like it's truly a game. And when you look at it, it takes the stress out of it. think running a successful practice can be a game, not our dentistry being a game for the patients, but a game of how we think about things. I mean, I look at like chess or my brother used to play strategic or.   There was another game like Clue. loved playing Clue. That was like my favorite game. mean, I was the Clue master. I won that game all the time. I would love somebody to like challenge me on it. But the reason those games are fun is because we challenge our thinking. We think outside the box. We make it fun. And so I love, Kristy, these ideas you brought to the table today are how can we think outside the box? How can we make it fun? And I agree with you, Kristy. It's crazy how when you just change your thinking,   Just a smidge, we're not asking you to like completely and obliterate who you've been all this time, but just a smidge, you will see magic happen in your practice. You will see more patients saying yes to you. You'll see more patients scheduling. You'll see your AR being chipped down. Doctors, you'll see more money coming into your bank account. So many wonderful things this way just to change it. And I love that you said like offer it to even the smaller ones. Why not? Cause you're right. That is a benefit to these other patients. They might say no, but they also might say yes. And then collections become so much easier. So Kristy.   It was so fun to have you on the podcast. I love you on our team. I love practices who get to work with you. I always feel like practices who get to Kristy truly get just such a treat to work with you because you really do find these little simple ways to help them hit goals and possibilities that they honestly never believed was possible. So thanks for being on the podcast with me today and being on our team. Of course, and for all of you listening, thank you for listening and we'll catch you next time on the Dental A Team podcast.   Kristy (22:42) Thank you.  

Kiera and Tiff share highlights from the Dental A-Team Summit — the best one yet! They touch on communication, the life cycle of a business, keeping teams energized, and more. Mark your calendars for the Dental A-Team Summit 2026! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:  Kiera Dent (00:00) Hello, Dental A Team listeners, this is Kiera and ⁓ gosh, today's a great day. I have the one and only Spiffy Tiffy on the podcast. I feel like we're going back to like OG status here, Tiff. Like it's been a while. Welcome to the podcast. How are you?   Tiffanie (00:14) I'm good. Thank you. Luckily, Shelbi snuck a time in here for us. I mean, gosh, we've got a birthday podcast. We've got this coming up. Like we've got all kinds of stuff in the works, but I'll see you in a gear in a year. Right? That's all we get.   Kiera Dent (00:26) I know, right? See ya! See you next   May. I'll see ya. No, I love it because honestly, you and I host, we podcast, you take a lot with the consultants and so ⁓ I selfishly put you in on my day of podcasting because I miss, I miss our OG days. I miss ⁓ us hanging out. I mean, I did take us on a hike and podcast. Like that was really going back in style. Supposedly the video works. If you guys saw it, give us a thumbs up. ⁓   We were both very awkwardly uncomfortable sitting up there, but it was awesome. And the things like this, got sunburned. So that was funny when we were up there, all the pieces, but it was a good time. And I felt like this back to our original roots, Tiff. Sometimes I think we need to remember where we came from and how we got here. So, I mean, I was just talking to Shelbi and Kristy and told them about our Venmo days and how you stayed with me through all these years. If you don't know the Venmo story,   Tiffanie (00:57) There were so many courts.   I agree.   Here I am.   Kiera Dent (01:22) When Tip first started, I paid her via Venmo and Venmo has maxes if you didn't know that. Tip was a 10.99, so I paid her via Venmo. I would not recommend this. And why Tiffanie stayed with me, I don't know because the Venmo would max and I'd have to text her and be like, hey, so it's maxed out. Give me like two days. It wasn't that I didn't have money. It's just that Venmo would max. So Tip, I don't know. Like how did you feel like that wasn't a shady business? That's question number one and then we'll get into our real topic today.   Tiffanie (01:31) Thank you.   have no idea. Honestly, I don't have an answer for that. I truly just don't. I just trusted and I mean, by early on, it was like the first two months of working together and you didn't have employees yet. So I guess in the back of my mind, I was like, we're just creating the systems, like we're figuring it out. And worst case scenario, like I always, I always have a backup plan and I was still in my office. So it was like, that's fine. We're figuring this out. We're going to see how it works. And here we are almost eight years later.   Kiera Dent (01:51) Ha   you   You are.   It's incredible. Nope. Definitely not Venmo. And it was funny because I was thinking back to like startup businesses and I did a podcast with someone else and we were talking about like, I think you forget when you like go to open your second location or your third of like, ⁓ yeah. Like we had to scrap it that hard when we first started. So Tiff, thanks for, thanks for being an OG, which stands for original gangster, not oldie, but goodie, but it's okay. If you want to do Kiera's style, I had to ask Tiff.   Tiffanie (02:18) Not Venmo-ing.   Kiera Dent (02:44) a things in my life. had to educate me on a few and that was one of them. was like, Tiff, does OG stand for? And here we are. So, Tiff, I figured with you and I on the podcast today, I thought it'd be really fun. You and I just in person did our fifth summit. Can you believe five summits? Like Tiff.   Tiffanie (02:49) Luckily I'm all filtered.   No, when we had,   actually saw it on social media, on our social media. It said like, our fifth summit is coming. And I was like, oh my gosh, is that true? Like, you sent the postage on our Instagram and that's how I knew. So no, I can't believe that it was our fifth summit. It blew my mind when I saw that.   Kiera Dent (03:09) you   Yeah, it was well and there was a point in time where I debated if I wanted to keep doing summits. And the only reason that I actually went through is because we started the summits. Our first one was in 2021. And I knew I would be able to remember how many we had done because 2021 is one, two is two, and I was like, we got to keep this up. Otherwise, I'm going to really get off count. So that's why I know it's the fifth because it's 2025.   ⁓ But I think honestly, Tiff, you and I, I wanted to give some highlights. If you missed it, you missed out and you should definitely mark your calendars for next year. I will say with wild confidence and Tiff, I think you would agree of all the summits that we have put on, ⁓ this was by far, think our best production that we've ever done. I think it was our best content. I think it was our best flow. And like the feedback that we got from this summit was off the charts, like shocking how good it was. That's my opinion. Next year, it's April 24th. So if you missed us,   Tiffanie (03:45) piece.   Kiera Dent (04:14) this year, mark your calendars right now, block it out. It is a Friday. We do it for a half a day. It is CE. So you're definitely going to want to block April 24th, 2026. That's coming to you guys. But Tiff, I felt it was our best and I've got some ideas and we want to give some recaps, but what were kind of your takes on the summit this year?   Tiffanie (04:30) Yeah, I think we just got it dialed in. We take feedback every time we do anything. Every time we consult a practice one-on-one, every time we group consult practices, webinars, like anything we do. So Summit, there's always been feedback requests. And I think we've done really well narrowing it down and figuring out what the biggest requests were. I think one of the major things that played to our advantage was really getting a ton of information in a short amount of time. I think,   crammed as much in, what do we do? Like four and a half hours as we have done in a day and a half. And we did really, really well. The presentation was clean. It was crisp. had a ton of engagement and honestly, we're still getting people scheduling the calls right now. ⁓ Today you've even done some during your podcasting day. I know just to make sure that everybody's gotten the resources that we had available. And I just think it was jam packed with a ton of information and   Kiera Dent (05:02) Yeah, four and a half.   Yeah. ⁓   Tiffanie (05:28) It stacks really, really well with the consulting that we do for our one-on-one clients and for our group consulting. It just honestly played right into how all of the consultants operate with all of our clients. So it was fantastic. I agree.   Kiera Dent (05:42) Yeah, I thought it and I agree with you. think it was, ⁓ I think we really dug into this extraordinary and something Tiff, you and I, this was Tiff's vision. So Kiera's vision was summit, Tiff's vision were these in-person like doctor, leadership, masterminds. And you have been pushing me for probably what? Like four five years to do this. Like it has been, we're at five years then. It's been a solid push. I remember the day this came about, I think you do too. were, ⁓   Tiffanie (05:59) Bye as long as we've been doing summit.   Kiera Dent (06:08) definitely team was on a budget back in the day. And I still think to this day, even not on a budget tip and I would still do this. We're sharing a hotel room and we were sitting there chatting late at night. And I remember Tiff, you're like, Kiera, I have this vision of these in-person events where we get all our doctors together and we do like life and we do business. And I was like, I see it. And then you're like, and I also think we should have a coffee shop. Like it was like both mixed into one. I think the coffee shop also threw me cause I'm like, how are we going to do all that?   Tiffanie (06:29) I'm   you   Kiera Dent (06:37) But we literally came to it, by the way, just highlighting, you're in the blue shirt, I'm in the pink shirt today. How perfect is that? If you guys don't know, this is another vision. Tiff and I aren't going to be 90, 90 plus year old grannies. We have the same birthday. I'm gonna be cotton candy pink, Tiff's gonna be cotton candy blue. So whenever we show up this way, it always makes me giggle just how in sync we always are. But back to our vision of these in-person that Tiff had, I think it played into our summit of we're really getting intentional of like,   Tiffanie (06:56) You can have steak.   Kiera Dent (07:06) life on purpose and business on purpose. And so this year's theme was ⁓ unlocking, gosh, was unlocking extraordinary leadership and profitability. And what we wanted to do is I get really annoyed as a CEO when I do CE and it just is coming to me as the owner to then take it back and rally TIF. And honestly, when I've tried to come back and rally the whole team, I just noticed there was this disconnect. And I think as a company, we've always had this vision of like, it's dental, it's doctors and team. Like, look at our name.   Dental A Team doctors and team, like it really flies together. And so being able to bring teams together and doctors together in your office, in your space, but teach you life skills and dental skills. And Tiff, know like when you go to offices, people tell you all the time, like how grateful they are. You teach them life through dentistry. Like walk me through why you do that, how you do it. I know it's just like who you are as your DNA, but I think that's why you have so much passion for what we do.   Tiffanie (08:00) Yeah, thank you. I appreciate that. I truly believe that ⁓ if I can create passion in someone for what they do for a living, that they'll stay lifelong. think that, I don't know. I don't know, Kara. I think, like you said, it's just naturally ingrained in me. It's just who I am. I take a lot of...   what I learn personally, and I duplicate that and I kind of like copy and paste it onto who I am as a as a team member and as an employee because I don't believe I hate the term work life balance. ⁓ I have like a Jars and crazy because I live one life I have one life and I have different spaces of life for sure. But if I 100 % show up differently in every space of life, I'm going to feel like I'm running ragged. So if I can look at   Kiera Dent (08:31) Ha ha!   Mm-hmm.   Tiffanie (08:48) relationships as just relationships. And then there's the stack of like, intimate versus friendship, like for sure, there's that deviation. But if I can treat every relationship with the same basics, and communication with the same basics, then I'm not confusing myself. I'm not trying to be something I'm not, and I'm not working harder. You know, I love easy, you know, I love   nothing more than defined efficiencies. And like, that's a major efficiency in my life is really being able to stack a belief that I have and then copy and paste it into work. So the way that I communicate with you is the same way that I communicate with my boyfriend, Aaron, or my son Brody. It just, I'm using different words ⁓ to get a different, to get a point across. So when I go into practices and I work with teams and I work with doctors, that's the kind of stuff that I leave them.   So when I'm speaking about how we can communicate, I'm also mixing in how those communication tools not only have helped our company and UNI's communication tenfold, but also   how it helps me and my personal relationships at home. So I constantly, I think if you polled all of my offices, I don't think there's anyone out there who doesn't know who Brody is. He secretly probably hates that. He gets hellos, gets birthday cards, all these things. But I utilize him as such an example for how we can show up for our families and for our kids using the same tools. And so when I walk away and teams are saying that, they're saying, my gosh, Tiff, like.   Kiera Dent (10:00) Mm.   Mm-hmm.   Tiffanie (10:17) I went home and I talked to my husband last night and I had the first real conversation that I've been able to have with him in forever because I listened, because I used the tools that you told me to use on patients. So the way that you're listening to a patient, the way that you're putting your ego aside and allowing your patient to be the most important.   person in the room, sometimes we have to put that aside and allow our spouse to be the most important person in the room for the time being and have a conversation instead of having a telling where we kind of just sit and we just talk at each other. We're not actually listening. We're not actively engaged and jumping to the assumptions, all those pieces. So I think that's how I do it. And then I want like mass scale of that because I can only hit so many, so many people one-on-one.   And I think that's something that you and I have envisioned for the company for a really long time. We know that there's a limit of how many teams and how many doctors each consultant can affect. So being able to take these pieces and these skills and these developments that do smash life and work together on a mass scale like summit or these in-person events that we're doing now for our doctors and our leaders was really something that I think spoke to both of us to be able to just   get the message out, get things changed on a mass scale.   Kiera Dent (11:32) Totally. And I think that that just ties right into our vision of Dental A Team is to positively impact the world of dentistry in the greatest way possible. And we do that through expert consulting for dentists and teams. And you're right. Like it's funny, we always run into these zones of like, we've hit the ceiling, we've hit the ceiling of where we are. So how do we like turn and pivot and give more? Because as you were saying that I might actually think that that's the secret sauce to Dental A Team. I think we focus on life and business. We focus on you as a human and we do it through dentistry and like dentistry is our vehicle.   What did I say the other day? said, ⁓ life is my passion, dentistry is my avenue. And so really, or our platform. So we're able to come and like help you have this amazing life. And that's, think what all the summit was about. Like it was literally, how do we do this? And so we walked the participants through like, what does extraordinary mean to you? And so if you attended the summit, hopefully this is a good like analysis and like, how did you do and how are you doing? And kudos to all those who joined our Dental A Team family. By far, this was our best year of welcoming new offices in. And I think it just spoke to like,   the flow that we were in and the mission that we're about. And we really brought in our Dental A Team Success model and we call it the Yes Model. So you can say yes to more things in your life, to whatever you want. And the Y stands for you as a person and the E stands for earnings and profitability. The S stands for systems and team development. And when you add those three components together, you get success with E's. And Tiff, I think the U part was probably my favorite and funniest part of the entire thing we went through. There are these little.   human beings that we draw and we like break up all the parts of our life and Tiff did one of the funniest things she's ever done in front of me. And we were we were looking at her like current life and how her time was split up. And she'd never done this exercise. I was so excited to do it with her in real life. And then Tiff tell about your ideal life and what ⁓ what we uncovered. So like, okay, let me just give the vigil. Basically, what the idea was, and you can try this is you take like a little image of you as a human and you break it apart and you you look to see   like in your day in and day out life, just like Tiff said, it's not, we're breaking apart, like you, your life and your work balance, but it was like, how are you spending your time, cut up on a human body? kind of like, like if you think about those cows and they have like the meat chunks, like drawn out of them, like here's the filet, here's the ribeye, like kind of like that, but on you of like, where's my work? Where's my family? Where's my friends? Where's my hobbies? Where's my working out? Like whatever's important to you and like how much of your physical body, like in a visual of your full life,   How much of that are we spending in different areas and what does it look like? Like it's a really awesome, if you didn't get to participate in it, it was real fun. And then what we do, and we had like two little, little images next to each other. And then on the other side, we said, okay, this is what you're doing currently and this is what real life looks like. What would your ideal life look like? Like, what would you want to spend? Like, where would you put this? And it's so fascinating because where people put things, it actually says a lot about them. Like what you put on the legs and what you put on the feet and what you put on the arms and what you put across your heart, what you put on your head. Like it really helps to identify things. But tip.   Go ahead, take this away as long as you're not embarrassed by it, because it was so freaking funny of how this shook out in real time.   Tiffanie (14:30) I mean, I've got   hundreds of people already, so why not just ramp it up? Now we've got thousands, I guess. That's fine. No, I never, nothing's, no, maybe some things are too far, I guess, but I'm an open book. So it was actually, it was really, really cool. And I had not done it yet. I've done other things similar to it. Even we have done similar things to it, but just really looking at   Kiera Dent (14:37) Why not? Here we go.   Tiffanie (14:56) I took it as like my vision of where I wanted my life to be. And then like, what is going to propel me there? Like what aspects of life and relationships, et cetera, will propel me to that vision? So kind of what we did in person in March. Yeah.   Kiera Dent (15:08) And kudos to you, Tiff, because that's what it's supposed to be. Like it's literally   helping you see like, okay, where am I spending it? And then where do I want to become? And the idea is to help you visualize your future, but also take it in as an identity of you to help you actually see how you yourself is that identity of the future vision. So huge kudos. Tiffanie got it. That was the idea behind it. That's why we put it in a human form for you. It kind of looks weird. Like they like these weird little doll. I don't know. Like they look weird. We still are trying to work on it.   Tiffanie (15:34) She likes to call them voodoo   dolls. They're funny.   Kiera Dent (15:36) Shush, don't   say that. That's really going dark, Tiff. Go on, go on. She's sharing all my secrets.   Tiffanie (15:41) you call them them. So maybe don't tell me those things because I'm an   open book apparently. So we did the first one and I was like, well, it was really good. It was enlightening. It was actually really cool. And afterwards, I keep thinking about like where things were in order with my chakras and all of that stuff that, you know, I'm obsessed with. So it really made a huge difference there. But I did my first one. And then what I did is I folded the paper. They're both on the same piece of paper. And I was like, I don't want my   Kiera Dent (15:48) Bye!   Mm-hmm.   Tiffanie (16:11) current layout to impact what I want my what I'm desiring. Right. So I folded in half so I couldn't see my current layout. Well, what that did was took away from my brain the pieces that I had on there. And I had everything on my future one on my what I want my ideal. I had everything duplicated on there just like different spaces except I forgot to put work on there.   So work got removed from my life. I don't know when this is happening, ⁓ but apparently, I don't know. I said, you know what, it's just because I don't have a work-life balance. I just have life and work is just integrated into every piece of my life because I enjoy it so much. So yeah, it was a really humorous event ⁓ during summit. know somebody said in one of the chats, what was it? Best resignation letter ever.   Kiera Dent (16:44) you   you   Yeah. Mm-hmm.   Mm-hmm. Exactly.   Tiffanie (17:07) I was like, my gosh, that's   hilarious. That's amazing. So it was, it was funny. think that, I think that I have this innate ability to think of my life as what I want it to be and work supports it. And whatever it is that I'm doing, I make sure that I'm passionate about the avenues that I'm taking. I think that's why I do include so much life because life   like coaching and those pieces have just helped me so much in my personal life. And so as I looked at it and as I thought back about it, I'm like, gosh, it's just that those are the pieces that are insanely important to me and work is insanely important to me. But work is what propels those pieces in a lot of ways for me. And so thinking about like the amount of time separated out, I think just didn't feel right. You know what I mean? On that one, but it was hilarious. It was a great moment. If you were there.   Kiera Dent (17:58) Mm hmm. It was really funny. It was really entertaining.   Tiffanie (18:03) Yeah, it was super interesting.   Kiera Dent (18:03) It was super entertaining. And it was it. But I think as you just said it, Tiff, and I didn't think about this at the time, I actually think it's awesome that your identity is not work. And I think that you as a human, like work is a part of it, life is a part of it. But work is not an identity piece of who you are. And I think that's been the case for so long. And I think for me, like work was such a huge identity piece for me that like we shifted it to where   it's not work and actually changed what I view about the company and now the company is my passion project. And so it gets lumped into my passions more so than it gets lumped into work. And it's even interesting the language. And so we really went through these pieces and it was awesome to go through and tip. Thanks for sharing that. And I just think like such a good visual. ⁓ it was funny because I was like, so tip, is this your resignation letter? Like on live screen and she's like, it's not, I promise. Like things are good.   ⁓ But it was, it was quite interesting. And then we also went through like the life cycle of a business. And I think that actually was so telling. We pulled that from Tony Robbins and like, where are you on the life cycle of a business as you as a human? And it's been interesting is when we've talked to people post summit, they've said that that helps them just so much to see like, my gosh, like me as a human, I may be further along, but my business is at like this toddler stage. And so I need to hire people that are more in this younger energetic space because I'm over here on the other side, or I need to like,   kick it up and have this, or maybe my team is on this further side where they're maybe closer to retirement, but me as a new owner, I'm actually not there. And I thought it was just such an interesting spot for them to see where they were. And then of course we dug into the earnings, the money. So we walked through them through like profitability and overhead calculator and your monthly cost expenses. And then how do you figure this out? And how do you become profitable? And ⁓ really helping them see how like your supplies and your costs and your overhead directly impact your profit. And then   a couple quick ways for you to actually watch this, and that's through a KPI scorecard, and then also giving you then the systems, and we purposely hit two systems within, like we had you assess 12 systems on a 12 monthly basis, so that way you can keep them as a cadence, but then really diving into a couple that will boost your profitability and help your patients, and that was through block scheduling and case acceptance. So just a really fun way, and then after that, we hit.   Some of my favorite parts and some parts that people really loved, like I thought it was interesting when we went through like enemies of efficiency and the delegation ladder and like, where are you at and how much are you delegating? So many people said like, my name was in all these tiers of the delegation ladder. And then we actually went through case studies, like what are, like looking at hundreds and thousands of practices, I loved this part so much Tiff and we brought to the table like, what are the characteristics of these extraordinary leaders?   for teams and for owners. And then what are the ones of the not so good? Like it is not hard when we walk into a practice, when we look at these leaders, we can usually see, are they going to be successful or are they not within very short amount of time and even talking to them on the phone. ⁓ And so being able to go through that. I think just like the way it all stacked of like looking at you as a person, looking at your business, looking how they combine together and not be separated. And then like, shoot enemies of efficiency delegation, like just so many nuggets. And if you missed it,   reach out. There might be some things that we could share with you guys, but I hope you put it your calendar because I think one people left there inspired and excited. I've had people like I saw an office right after and they said, Kiera, like what you guys put together was so helpful and so impactful. And like I was able to take things and have tactical and like people had their teams there and they're like you teaching my team to think about our practice as a business, but also as a patient centered focus and also as us as humans, like   Where do you get that in CE anywhere else? And Tiff, really truly think that that's the secret sauce of what we've tried to create and what we have created for all these practices. So that's kind of like my nutshell of like, love the case studies. I love sharing what people do. Like I loved going through leadership and like the good and the not so good. And we actually had people like put in there, like, what do think good leaders are? And what do you think bad leaders are? And like the not so influential ones. And to see, because there are truly patterns and to like figure out the pattern and DNA of these great practices so you can go model and mirror it.   I just think was like freaking magic to share with people because we see it. They don't necessarily get to see it day in and day out.   Tiffanie (22:12) Yeah, I totally agree. ⁓ I always tell my practices, my and my doctors, that my biggest goal is that the business works for them, not them working for the business. And I think the tools that we shared with them and the things that they could take home, the communication tools, the efficiency tools, all of those like, yes, models, everything that we sent them away with are easily, easily implemented, and will propel towards that goal where the business literally is supporting   your life and maybe, you know, right now today on your current little man, your little person, your, you know, work, your business might be a large portion of that human being. And it was for us for a long time because it had to be, it was a space that   We had to create that and we had to show up every day for the business so that eventually the business could show up for us. And I think we've gotten to the point now, both of us where this company and this business and the people that we have here with us on our side are supporting that vision and really things have started to shift. So on the life cycle of a business, like you might be in that stage where you are hungry to get your business running off the ground and you might be putting more in there than your future self wants. But guess what? If you know that vision, it's   super clear, you can make your business work for you so that you're not constantly working for your business and eventually it will turn   Kiera Dent (23:34) And I think it's just a to me that's like what gets us excited like I love giving people their life back I love like tiff as much as I give you a hard time about having work off of there That was not the case a year ago Like you were stressed out of your mind about work And I think it would have taken a huge chunk and I was stressed a year ago about work too like I think it was a huge portion of our time our mental energy and I think like you and I have both helped each other get our lives back. I think that we are happier humans now   And so we're living proof of it, but then also to give practices their lives back, to give teams their lives back to, like there's an office that I'm super excited we're working with. And they said like, I'm sober out. feel like, and like the whole leadership team, they're like, we're the ones who are here after hours. We're the ones that are here before. We're the ones who are like, just they're like exhausted. They're like ringing a rag out and then you squeeze it even more trying to get like the last two drops of life out of them. And I said,   What would it be like if I told you that if you got out of here every day at five o'clock, you're not allowed to stay later, you're not allowed to come in earlier. And at the end of that week, you'd be able to go on a trip to Cabo or wherever you want to go, pick your dream location, Hawaii, the Caribbean. I don't care. You choose your place. Or if you want like, I don't know, say 50,000 bucks or whatever it is, could you get out on time? And they were all like, yes. And I said, so A, we know it's possible and B,   that's getting your life back. So first homework assignment working with us is everyone's out the door by five, at least one day this week. And it's crazy because just small little changes that don't seem huge help people get their life back. And Tiff, it was just so magical to be with you and to be in person with you and to present and to give this. And I think that that's probably why we were both so excited from it. Like we, felt like we were in Taylor Swift. Let me just give a little Swiftie, like the lavender haze. I felt like we were in the Dental A Team haze after the summit of just the   Tiffanie (25:19) Thank   Kiera Dent (25:23) euphoria of knowing we were able to give people their life back, their teams getting energized, giving them hope and excitement. Again, not just about a practice, but about a life. So those are kind of my takeaways to have any last thoughts you have, because I loved it. I'm so grateful you were a part of it. ⁓ Ride or die, cotton candy pink and blue for life, like truly just being able to deliver our magic and to change lives and to bless them through dentistry, I think is something that we both... ⁓   I think I took for granted for a hot minute and realized like what a beautiful blessing it is in the way we're doing it now versus stringing ourselves up to dry, doing it so hard, now doing it through passion and ease and flow rather than through force and pull like we did in the past.   Tiffanie (26:04) I agree. Yeah, I totally agree. I did all of that. And I think having the team that we have behind us, the consultants who are here and they are so excited to help so many new clients this week, we have just seen such an influx of people ready to change their lives, ready to change what their business model looks like. And like you said, get their lives back. It's been just really incredible and watching our consulting team just rise to the occasion rally. I mean, we've got clients that just signed up this week that I've got Trish and Kristy and   Dana has already implemented tools. Dana has already within weeks found significant money issues and things going on that it's just really cool to be able to watch so many people outside of you and I be able to truly transform lives. And that's what that's what we're all about is really just creating the best for everyone that's involved.   Kiera Dent (26:57) Yeah, Div, I love it and I agree. Our consultants are second to none. And so if you missed out, you did miss out. And put it on your calendar for next year. I do believe that Dental A Team Summit is next to none. We just have so much fun. We bring fun to CE and we make it enjoyable and easy. But I hope you choose to join us next year for sure.   But if you're thinking like what we just talked about, you want to know more about, or you want some tips for it, or you want some of the resources that we share, reach out. Hello@TheDentalATeam.com. We'll happily like assess it with you and your practice. Like we have given so many tools out and so much help to all these practices, but I think truly giving you your life back, helping you help more patients and having more fun is what we're about. So Tip, thanks for being on the podcast. Thanks for doing Summit with me. ⁓ I enjoyed it and I just appreciate and adore you so much as a human and as a colleague, as a coworker, as a mentor, and just being in my life.   for who you are. So thanks for being here today. I super appreciate you.   Tiffanie (27:48) Thank you. Thank you for having me and supporting me through my journey.   Kiera Dent (27:52) And for all of you listening, thanks for listening and we'll catch you next time on the Dental A Team Podcast.

Case acceptance is 80% psychology and 20% skill. Kiera gives tangible tips on how treatment coordinators and doctors can get in the right frame of mind for that successful case acceptance, including no more assuming someone's financial capabilities, understanding people's motivators, and learning the art of silence. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners, this is Kiera, and I hope you are just having an incredible day today. I hope you are so jazzed and you are so excited about dentistry, because I'm excited about dentistry. You don't call us the Dental A Team for nothing. Our job is to help you in your practice become the A Team of dental offices. Honestly, I love this. I love what we do. I love talking to you. I love helping you and your team just become everything and more that you've ever hoped to be. So today, I hope you are ready. I just did a really incredible   team training with an office about case acceptance. And I realized, hey, maybe that's something where I can help you in your practice. I love doing this with teams. I have a couple of practices where I help their treatment coordinators. And we've actually been able to add multiple millions. And that's not an exaggeration, multiple millions to their practice. And the thing that I just love is when we increase our case acceptance from doctors and team members, we're able to help more patients. And that's what I tell everyone. are.   so blessed and so lucky to be able to be treatment coordinator masters and to be able to help more patients and to give patients this incredible life, to be able to give them the confidence, to be able to give them the smile, to be able to help their longevity. And I always enjoy hearing the objections. So it's a fun time. So we'll do a part one, part two of this podcast where I'll kind of break down case acceptance for you of kind of how I get team members into this mindset.   And then what I'll do part two of all the objections and how you can overcome objections and treatment planning. I think one of our greatest wins was when I had an office who literally was able to sell an electronic, like an electric toothbrush, which we all know is better than just a standard one to an Amish family. I was blown away. And it was because this treatment coordinator was able to provide so much value of what this patient actually needed and to help them have the best dental health. And I just...   I love treatment planning and case acceptance so much because to me it's helping more patients have healthier smiles, healthier mouths. And I just think it's one of the greatest gifts that we could ever, ever, ever, ever give our patients and our team. So I hope you're excited. I'll break it down for you in a couple of simple steps. These are some of the things that I do to get treatment coordinators and doctors in the right frame of mind. Because what I found is case acceptance is truly 80 % your psychology and what you're thinking and 20 % skill. So I'll give you both.   But really just wanting to break it down for you that so much of case acceptance is about Literally what you're thinking about. if you're new to the dental a team podcast, welcome. I'm Kiera Dent I'm your host I love all things dental and so much so that my last name is actually dent I created the dental a team consulting years ago when I left Midwestern University's dental college and working with so many of those dental students shout out to all of them and Realizing those students that I loved so much. We're going to go out into this   big bright world of dentistry and they were gonna need an advocate, someone who could vet companies for them, someone who could help guide them, someone who could help them understand what a P &L was, understanding what cashflow was, understanding the business aspect and the team aspect of dentistry, and that's how Dental A Team was born. So my first practice we took from 500,000 to 2.4 million in nine months and opened our second location. Dental A Team is a miracle grow for practices. We're able to increase.   your production, decrease your overhead and honestly decrease your stress and get a full doctor team experience. So that way doctors, don't just have to do this on your own. So that's a little bit about what Dental A Team is about. If you are part of our actual consulting dental family, welcome. I love you. I'm so grateful for you. It is truly one of the highlights of my entire life is watching offices succeed. Like we shout out office wins every single day in our team huddle. And when I hear offices who have broken a million or hit a hundred thousand for the first time or took home a paycheck for the first time or   got their team on board for the first time, literally, I light up, our team lights up because that's what we do. Our consultants are truly experts at what we do and we truly do love seeing your wins. Our tagline is your success and our passion. So our passion is seeing you successful. Our love of dentistry is being able to make sure you and your team are truly flourishing to help those patients get the best dentistry they can. So with that, setting up case acceptance is what I promise you are gonna come in part one of part two.   And like I said, we do this with teams. It's something really, really, really, I would say fulfilling for me to actually teach your teams how to present cases, how to help them. Like I said, I literally have a practice. We've got five offices and we have added multiple millions of dollars to their practices over the years of just working with their treatment coordinators and doctors. And it's funny, they have another person who watches their business and they said, what's happened?   how you guys grown so much and they said it all started when we hired The Dental A Team and just shout out to that practice and that owner and those owners at that, those locations because honestly, they don't just listen but they actually execute and they implement and we work on it and we listen to their treatment plans and we review and what I will tell you, one of my biggest secrets for it is it's usually one or two words that's making or breaking your case acceptance. And I hope you heard that. It's one or two words.   that's actually making or breaking patients saying yes or no to you. So that's where it's so fun. So, okay, Step 1 that I always like to tell people is, like I said, 80% psychology, 20% skill. So what you've got to do is You've got to literally be in the right mindset before you go in. So doctors, before you go in and present an exam, team members, before we go and talk about it, before we hand things off, treatment coordinators, before you even think about presenting a treatment plan, I want you to have the right frame of mind. Kiera Dent's frame of mind is   everyone says yes to me and there's always a solution. That's my mantra. That's what I say. That's what I think about. And this is when I used to not even be able to close $500 cases. I went from closing $500 cases all the way up to closing $50, $60, $70, $80,000 cases same day. I literally had no idea a credit card could go up to $80,000. I was like, whoa, we're buying a boat today. Like I didn't even know this was reality. But what I learned was it was my psychology. It was me realizing that this was not a big treatment plan. It's just a treatment plan. So that's the second step to this.   We actually cut out the emotion of it's not a big treatment plan. And what I love to do is I love to ask you right now to tell me and you can say this out loud. I know I'm not actually listening, but hopefully you're playing along with me today. It actually will make this really real for you. But What is the number for you that's your actual high dollar treatment plan? If I were to say, what's a big treatment plan for you? What's your number? Some people's $1000 some people's $5000, $10,000. What is your number?   I need you to tell me your number and do not sugarcoat to me. Don't go higher, don't go lower. If you're listening to this as a team, which, hey, that's a great idea. This is a great team training. You're getting it with me for free. But what is the number? And the reason I want to know this number is because no matter what, no matter what you're doing, guess what? That number actually is influencing you. And what I say is there's no judgment on treatment planning. I just need to know and you need to know.   what your number is so then we actually figure out where your ceiling is and how to go around it. When I start working with treatment coordinators, I usually say that I can typically tell when I look at a treatment tracker on a treatment coordinator what they're closing and it's usually close to us in their bank account. Dun dun dun dun dun, mic drop right there. The reason why is because we have this familiarity association where we think people are just like us and so I hear all the time of like, but Kiera, couldn't afford that or Kiera, could afford that or Kiera like,   That's like, it would be so hard for me as a parent to do this. And what we do is we try to put ourselves in other people's shoes, AKA empathy. But what we do on that is we actually close down a lot of cases that could be yeses because people are not just like us. Like I said, I didn't even know credit cards at the time could go up to $80,000. I had no idea. And had I assumed or projected or tried to be familiar with these patients, I would never have been able to close those cases. So what we wanna look at in these situations is,   We've got to cut the emotion. We've got to realize this is my ceiling and I'm going to get beyond that ceiling. Doctors, you have the same thing. You might walk into a room and you might think, my gosh, this patient is gonna think I'm buying my boat or they're paying for this. Whatever you're thinking about, patients actually pick up that energy vibe from you. And I know this sounds like woo woo.   but I will tell you I have taught so many people how to close cases and I'm freaking good at closing cases. Like I literally can walk into offices. I still test my skills when I walk into a practice because I really wanna make sure that what I'm teaching you is actually still working and it is. I have done it so many times successfully. So pick this up. We've got to cut the emotion and it's just a treatment plan. So I never, ever, ever, ever, ever, ever, ever want to hear you ever again say, my gosh, it's a big treatment plan. Because what you do is you amp yourself up and you get all this energy behind it.   unnecessarily, and then you actually get like skittish and nervous and the patient feels that. I want to remind you, patients are not buying treatment plans, they're buying your confidence and a dream of their future life. So what I like to do is then next, figure out what kind of motivator this patient has. Is it cosmetic, function, cost, or longevity? I also found with treatment planning, sequence matters. So notice I said, is it cosmetic, function, cost, or longevity?   I did not start with cost and when I've done this in rooms and I've asked people and you can ask yourself right now, what is the number one motivator for you and your mouth? You're probably not gonna tell me it's cost. Believe it or not, you listen to those four. If you could only choose one, cost could be a portion of it, that's fine. But guess what, I could say, what is most important about your mouth and your smile? Is it cosmetic, function, cost or longevity? What would you tell me?   and I just sampled a room of probably 50 plus people and of those 50 plus people, three people it was cost. And the reason I like to highlight this is because we assume and we project because we wanna be familiar and close to these people that they're just like us and we think, my gosh, it's cost. If I were to sample an entire room of treatment coordinators across the nation, I promise you the number one thing people would tell me as to why they can't close cases is due to you got it cost.   But when I actually sample people and find out what's truly the most important for people, it's usually like 3 % of the room actually cares about cost. So I really, really, really want you to note that. And I want you to see that. With that, the next thing we're going to look at is, OK, now I know.   One, it's my psychology. Everyone says yes to me. There's always a solution and you can have whatever you want. You don't have to say that. But the reason I do that is because guess what? I walk in with pretty strong confidence. This patient is buying my confidence and I'm going forward knowing I'm going to figure out what motivates this person and I'm going to be able to help them say yes to this incredible life that they get to have with these teeth. Our teeth are literally the way we eat, talk, communicate, express our emotions. Like all of it. It's such an incredible thing for us to do.   We've cut the emotion, it's just a treatment plan. And then after that, what we're gonna do is we are going to make sure that we're not accidentally closing cases down before they even begin. And I say, don't create a solution to a problem they don't have. So a lot of times treatment coordinators, what they'll do is they'll start to like want to associate with this person and anticipate what objection they're gonna say so they don't quote unquote get broken up with. You're not about to get broken up with if a patient's silent.   They're just thinking through it. So what starts to happen is treatment coordinators and or doctors and team members start to ramble. We start to talk, we start to be like, my gosh, and what you end up doing is talking them out of treatment. So we need to also learn the art of silence. So once we present a treatment plan, once we do it, we want to ask them, what questions do you have? I want you to be rock solid, confident moving forward. Notice I'm teaching you sequence matters, putting things in order. What am I focusing on? Same thing when I do a treatment plan.   What am I focusing on? Am I focusing on insurance first? Am I focusing on how I want them to feel? Am I telling them, hey, what questions do you have for me? I want you rock solid confident. I'm telling them moving forward, this is how I want you to feel. What patients will do is they will actually follow through with you. It's going to be something wild for you. And so making sure that we're using language that's going to get our patients going where we want them to go. We're also making sure we're not planting, I call it weeds in our flower garden. So not.   accidentally creating solutions to problems they didn't say they had. So it's, hey, like, so we have financing options. Well, if they didn't say they have a financing issue, why are we offering financing options? Like, I know, like, it might be a lot of time. Why are you saying that? If they didn't say it, don't bring it up. Because what you do is you plant seeds. And I've talked about this on the podcast, and I think it's just a really good example. I went to PT one time and I had a really bad knee and hip pain.   And the PT was like, I noticed you didn't have insurance. I was like, yeah, I don't. And she's like, this might be really expensive for you. Thank you. I'm in pain. How many times do I need to come? And she's like, well, I don't know. How many times do you think you could afford it or come in? Girl, you just planted weeds in your flower garden. You just gave me all these objections that I was not even thinking about because you didn't stop talking to listen to me of what I actually said.   What I said is I'm in a lot of pain and I want to get out of pain. You then pick up, Kiera's number one motive is to get out of pain. So, hey, Kiera, the way we're going to be able to get you out of pain is we're going to see you three times a month. I'm going to see you for an hour. You're going to do exercises at home and we're going to get you out of pain in the next four months. Fan-freaking-tastic. Now, if I have an objection, I'm like, well, how much is that going to cost? Do you guys do payment plans? Let me bring that up, but pay attention to what your patients want. So,   These are just going to be a few little things for you. There's so many more things when I teach offices, like we need to edify our doctor. We need to tell this patient, my gosh, you are so lucky that Dr. Taylor is your doctor. Dr. Taylor is incredible. They're going to take great care of you. They do incredible dentistry. I am so excited for you to get treatment done with them. I have now put this patient on the winning team. They are buying my confidence. They are so excited about it and treatment coordinators. will give you a tip when doctors diagnose our job is to close. Did you hear that?   Doctors, when you diagnose, you should be able to expect and count on your team to close. I feel like when my doctor like diagnosis treatment, my job as a treatment coordinator is to get that patient on the schedule to figure out what their needs are and to be able to close that patient. So I need to figure out one, it's my mindset. Two, I need to make sure that I am not bringing emotion into this treatment plan. Three, I need to make sure that I'm presenting things in a right sequence based on what I'm focusing on to make sure that patient is focusing on the things that I need them to focus on.   Four, I need to make sure that I'm not planting any weeds in my flower garden and presenting solutions to problems they don't even have. And five, I need to make sure that I get this patient on the winning team. Doctors, you can say the same thing. You can present the treatment plan and say, my gosh, Kiera is an incredible treatment coordinator. She's gonna take great care of you. I know you're gonna really love her. I want you to be super confident moving forward. We have told them, we want them confident moving forward. We have told them that they're going to move forward.   Why on earth would we diagnose treatment and why on earth this patient come to the dentist if they don't want to move forward? Riddle me that. Think about that for a second where I was like, oh my gosh, they're gonna be so stressful. Insurance and money and teeth and pain. Well, yes, you're gonna create that. What you think about is what you create. And I will tell you this over and over and over again. So if you're like, oh, the patient can't afford it. Like the patients are saying no to me. You keep creating that. Care is as everyone says yes to me and there's always a solution and we will find it.   We will find it. Not I will find it, but we, me and the patient, we will figure this out. We will find a solution because I will close cases because if I believe in my doctor and I believe in the dentistry that they do, my job is to help this patient get the dentistry that they need done. We can then go in to so many different pieces of how we present this, how we talk about this, how we go into objections. Like I said, there will be a part two to this podcast. but really the reality is you've got to get this podcast. This one's about, you've got to be in the right freaking mindset.   before you even think about presenting a treatment plan. And usually we're like, Kara, tell me how to present the treatment plan. And I'm gonna say pause. And I want you to think about the treatment plan you're presenting, but I want you to think about the mindset, the sequence, what you are putting emphasis on because that's what your patients are responding to. You're like, patients aren't saying yes to me. Well, my question is, what is your sequence? What are you focusing on? What are you thinking about that might be influencing and not might that is influencing what your patients are responding to?   So it's wild when I start to get people in this mindset, when I start to help them realize like, okay, when I walk into the room, doctors, patients love you, they say yes to you when you are diagnosing comprehensive care. Whatever you feel is what this patient's going to respond to. Treatment coordinators, when they come up, it's an easy, it's an A plus B equals C. Fantastic, I'm gonna schedule you, present the treatment plan, bada bing, bada boom, we're gonna figure out the solutions. Notice I've cut the emotion. This patient's here, I didn't get them here. I did not brush their teeth, I did not floss for them.   They got themselves here. But the great news is my job is to help you get the great dentistry that's going to really truly make sure that you are taken care of. And that's what my job is to do. My job is to not like woe is you, like make you feel bad about this. My job is to have confidence. My job is to know that no matter what objection this patient gives me, I have a solution for it. And we are going to have a solution together. My job is also to help this patient figure out what their driver is by listening to them, paying attention. Like I said, it's 80 % psychology.   What is this patient's motivator? What is it that's driving them? Doctors, you can pay attention to this too when you go into the room. Look to see how do they talk? What do they tell you? What are the things when you emotionally connect with them? When you ask them about their life, what are they telling you? Link your treatment plans back to that. They tell you you've got kids and it's a mom. Reminder, she's worth it. She truly is worth it. If it's an elderly patient, remind them that your body deserves this nutrition. Like it's so great for you and it does so many things for you and it deserves that nutrition.   to truly make sure that you have the best quality of life you can. We can remind our patients of these things. It is an emotional purchase. They are not buying a filling. They're not buying a crown. They are buying the ability to eat. They are buying the ability to smile. They're buying the ability to make memories. They're buying the ability to communicate with confidence. That's what they're buying. And so when you walk into a treatment plan, this is how you become a treatment planning master, a case acceptance like guru. This is how you do it is it's.   start out with the right mindset. And this is what I get obsessed with because a lot of times we think we're doing all these pieces and we're not. And so what I want you to realize is the next podcast will be the tactical and you're like, okay, I'm going to like hurry up and listen to that high five. Thank you for being an avid listener. But number one, get this podcast dialed in first before you listen to the tactical, because if you don't fix your mindset, no matter what tactical piece I give you, you will always continue to get the same results where your focus goes, your energy flows.   where your energy flows, your focus goes, and it just goes around and around. So if I'm thinking patients will say no to me, that's going to become my reality. You create your reality. So if you've got patients saying no to you, you are creating it. So what paintbrush strokes do we need to remove? What thoughts do we need to remove? What new thoughts do we need to bring into it? What do I need to drop? I know what my number is of a high treatment plan. I need to drop that because there are no high treatment plans. There are just treatment plans. There is just dentistry. These are just people that deserve to have healthy mouths, healthy bodies.   healthy lives. That's what treatment planning's about. So I'm so jazzed. I hope you took a bunch from this. If you want, we do this with teams. And like I said, you want to believe that I can add a pay for our consulting in a couple sessions? Here we go. It's really such a beautiful thing. And to help teams become so confident to do this is truly a huge passion of Dental A Team. So if you're like, my gosh, I don't even know how to do this. I need you to listen to what I'm saying that I don't even realize I'm saying.   That's what we're experts in and I love to do this for teams. love to help you doctors out with this. So reach out Hello@TheDentalATeam.com and be sure to catch part two of this because I'm going to go into tactical on the next one, but promise me you will get your mindset right to help more patients. It is your moral and ethical obligation. And I hope you take that on seriously. And as always, thanks for listening and I'll catch you next time on the Dental A Team Podcast.  

Kiera guides listeners in an activity that will help each person be more purposeful in how they're going about their lives, and build a path toward ultimate fulfillment at life's end. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.844) Hello, Dental A Team listeners. This is Kiera and I hope you are just having an incredible day. I hope things are going so well for you. I hope that you just, I don't know. I hope that as you look at your day, as you look at your life, you just remember, man, you are so lucky to be alive. You are so lucky to be here now during this time. I know things can be hard. It was really interesting. We always have a team huddle every single morning. You can tell Dental A Team was created by someone who worked in a dental practice.   and one of our team members said that she was really grateful for trials and challenges. And I just thought how, what a great mindset, that person has to just think of like, no matter what's going on in life, it's a great day. It's a great possibility. And I think that really ties into what I wanted to podcast about today is, living life on purpose rather than on autopilot. And it's something that has been, on my mind. It's something that we just did with our in-person.   event when we met with clients in person, which was super fun. If you weren't a part of it and you want to be a part of something like that, be sure to reach out. Hello at the dentalateam.com. If you are new to this podcast, welcome. I'm so happy you're here. I'm Kiera Dent. I love dentistry so much and I love helping dentists and teams align to have the best team experience, to have the best overall practice experience, to really help you just flourish and thrive and be living life on purpose. And so today,   I'm just really excited. This is something that I've been working on. It's been like a little labor of love because when we're bringing clients in person, I wanted it to be something where it was different. I wanted it to be something where it's not something that they've been privy to a lot. I wanted it to be something where it was getting them out of their norm and working on their life and also working on their business. So the theme of our in-person event was life on purpose and business on purpose.   What I kind of wanted to walk you guys through is just like a little snapshot of what we did in purpose in person and kind of like mapping your life on purpose. And I recently have gotten into Joe Dispenza in meditation. If you haven't gotten into that, rock on. Welcome. Joe Dispenza has been awesome. I feel like I understand meditation on a level that I never have understood. I went to a two day in person retreat and I feel like I started to learn.   Kiera Dent (02:24.736) a lot about meditation and about how to get rid of depression and anxiety. And he talked about how we have depression when we're focused on the past and we have anxiety when we're focused on the future. And a lot of times our mind tends to live in the known, which is the unconscious mind rather than living in the conscious, which is the unknown. So known means that we predict what our patient schedule is going to be, what the patients will say, what our day is going to be. We get in our car, we drive home, we're on autopilot, we don't even remember driving home.   We wake up, we do the same routine and to kind of shake ourselves out of that and start to live life on purpose. And so through meditation and also through some life mapping that I kind of wanted to share with you today, to start to live life and to have fulfillment in business and to figure out how can you just be living your life on purpose. what we found out was like language really, really matters when you build this. And when I started looking at my life, I started realizing like,   When I look at my week, a lot of times my week is just filled with things that I have to do. And I feel like that's again, living my life on autopilot. So all these things get put upon me. I put them in my schedule. You've got patients, you've got work, you've got kids, you've got soccer, you've got dance, you've got making dinner. And how can we see and add the fulfillment or the sprinkle or the sparkles to our world? And so what we did with our clients is we actually took our lives and we put kind of the   the categories of our life. And so what are the categories? What are the things that we're working on? What are the pieces that we would be like in a day and day out?   what I want you to do, I just grabbed a notebook. What I want you to do is I want you to start to look to see how am I going to actually build this out? How am I going to, what are the categories of my life? What, like when I look at my to do and my week to do, what is that going to be? And you kind of just like dump it all out. Like what are those categories? So you've got your health, you've got your work, you've got all these different pieces. And to really just kind of look to see like I've got health, I've got business, I've got   Kiera Dent (04:30.882) growth, I've got relationship, maybe there's some fun sprinkled in there, maybe there's kids, home to do's, what's all on your list? And then looking at that, and then I want you to think about, so you've got your list, so if you wanna do this in real time with me, that'd be great, pause it, build your categories of your life, and then I want you to think about where are you going to be when you're at the end of your life? So I just want you to like, let's go forward. I think of myself in a rocking chair.   I plan to have a really, really, really incredible, like I'm terrified of being in a, I don't know, like a rest home. Like it creeps me out, right? Cause we don't have kids and I'm like, gosh, like who's gonna take care of me? It creeps me out. Okay. So I have planned that I'm gonna have the most incredible rest home life. I'm gonna build this like villa on the beach. I'm gonna have awesome people that are there. I'm gonna have like friends that are there. I plan to have like a jazzy or a drone.   going to be on the water and I can like just jazzy out to my boat, get on the boat, go cruising around. Like I plan to have a jazzy with NOS. I really have like it's gonna be fun. And I'm like thinking like, okay, I'm sitting in my in like, a white rocking chair on my front porch, looking out and reflecting on my life. So whatever your place is, look back and I want you to just kind of think about what do want that life to feel like? What are some of the feelings like?   When you look back, what is the most successful, fulfilled, happy life that you could ever imagine? What does that look like for you? And to really, really think about that end of life. Again, I'm not going to give you an age because I think that's weird. Like, what if you live to like 180? What if you live to 200? What if you like, why are we putting an age on this? But to really think about what you want. And when we did this with our clients, one of the crazy things was that end of life actually didn't have a lot of work. There wasn't a lot of   are to do. So like you just listed those categories. And so then when we look at that, now what I want you to do is once you've kind of gone through that end of life, looking to see like what I want this to be, I've already told you like, I want to be healthy, I want to be strong, I want to have friends, I want to this like sick villa on the beach, like, I want to have like family around with me. That's what I see in like just having this life where I've traveled the world and I've made a huge impact in this world for good like   Kiera Dent (06:42.196) That's the life where I see Kiera Dent with cotton candy, pink hair hanging out, but really feeling like I made this huge impact in this world. So then what you do is you go back and you actually look at the categories that you have and like what maybe needs to be added in. For me, I realized philanthropy, like something of impact needed to be added into my world. Also for me to have this sick villa, wealth had probably better be on my categories of things that aren't, they're on, these things I feel are not put upon you.   And this is where I feel like this is living life on purpose. It's not living life anymore on autopilot, but it's living life on purpose. And I was talking to the girl who I was going to like, hair girl, basically, we'll just explain it that way. And we were talking and she's like, I can't wait for my kids. Like they're about to be out of daycare and then I'm going to have all this money. And I was like, yeah, and with that money, you can like put it into Ally and you can get a higher yield savings. And then you could be looking at investments and building up your wealth. And I think I was even.   thinking in those terms, we don't do that on the day in day out unless we train ourselves to do that. And that's what I mean by living life on purpose and getting sighted for life on purpose. And who do you need to be today to have that life when we're looking back on it? So what categories do you maybe need to add into your world? And then this is where it actually became really fun is to take those categories. Cause like when I look at health and business and growth, like great. And that's kind of like my wheel of life. So,   but those things don't inspire me. And so taking those categories and actually adding some juice and some excitement to them. So for example, for me health, when I look at like working out, hard pass, no, I never wanna show up to that category and I'm not excited about it. So what I actually did is I renamed my health category. My health category is actually called honoring my body. And that to me feels so good.   I love to work out now because I'm honoring this incredible vessel that I get to be a part of. Like it's me and her for my entire life. Like when I wake up in the morning, I'm like, Hey gorgeous, like, Hey girl, like you're so strong. Like I'm here to support you. Like if she's not feeling well, I take care of her. don't push her. Like this is my incredible vessel that I get to have. And for me working out was not the thing that inspired me, but honoring my body. So it's the same category, but it's honoring my body.   Kiera Dent (08:59.534) business, like at the time when I was making my categories, you better believe that business was really freaking hard for me. And I was just tired of it. And I didn't, I never got excited to wake up when I saw business on my schedule. So instead I named it my passion project. And now that is something that is so fun to show up for. Dental A Team is my passion project. And anytime I'm like, all right, we're going to go plan my week. Like what goes in the passion project and home, like home to do. So my gosh, I've got to fix this and I've got that. And I've got to like do the groceries and I've got to do the laundry.   None of that sounds fun, but instead I renamed my house category to creating our love nest for my relationship. Some people just want to put their spouse's name. For me, it's my forever love with Jason. That to me feels so much more exciting to show up to that category of my life. So the way I view my categories are kind of like, I have this like wheel or this box if you want. And like, these are almost like doors or like segments that make up Kiera.   and I don't just call it wealth. I call it wealth genius. Like I want to be a wealth genius. And, we have our philanthropy in there that just like, and that's my making an impact bucket. So for that, what the goal is, is with these categories, you actually start to live life on purpose of things that just get you excited. So when I show up to my life to do board, if you will, it's no longer this just life to do board, but it's actually a life on purpose that gets me excited.   Every week then when you go to plan, I look at my categories and I'm like, all right, what am I doing this week to honor my body? What am I doing this week for my forever love story with Jason? What am I doing this week for a Dental A Team passion project? What am I doing this week to build my love nest? What am I doing this week to build my wealth genius? And not every single week will there be things in there. I have a freaking fun bucket. It's called Add the Sprinkles. That one goes in there all the time. I have a mental health bucket of honoring my mind.   So you can just start to have these different categories. And what you do is when you look at your week and you look at things, one, we chunk those things together. So what can I do together to make more space and more time in my world? But also secondly, let me make sure that I'm well-rounded because if you were to think of all these categories, once you get them built and once you name them, if you were to have like, let's say a circle and you divided it. So let's say you have eight categories, you divide this circle into basically like eight pizza slices, okay? So that way it's like spokes on a wheel.   Kiera Dent (11:18.542) And if I were to ask you of like, how, how are you feeling in your honoring your body bucket? Like that portion. you've colored in and like a full pizza triangle would be like a hundred percent. Like I am crushing like bodybuilders and like my personal trainer. probably killing it on the honoring her body for me. I feel like I'm like at a seven out of 10. So I'd colored into the seven out of 10. How do feel like I'm doing on Dental A Team passion project? I feel like I'm like at an eight right now on that. How do I feel about my relationship with Jason? So my forever love story with Jason, I'd put that to probably like a seven.   Right now, how do I feel like I'm doing on my fun and fulfillment? That one for me right now, fun has not been as much in my life. We've been doing a lot more like work things. So my fun right now is probably sitting at like a five. So great, still there. What about my wealth genius? Wealth genius, I'd probably put that right now at like six. So for you, filling in these categories and some of them when I first started, my wealth genius was like at a one, my philanthropy is like at a one.   And if you were to imagine again, think of that circle with the pizza slices. Once you've filled it in, pretend that's a wheel that would now spin for you. And how bumpy of a ride is that for you? This is where people feel they're out of balance. And this is where people feel they're not living life on purpose because our categories of work and kids are usually so high. But again, kids don't feel so fun. So what if it was like, I think one of our clients, they wrote, dad of the year. And I thought that was like just so stinking cute.   someone for their money section. I loved this. said it was like F you money. And I love that because the intensity behind that, like this, this person wanted it to be where no matter what happened in life, they were financially secure. And I love that. And that like, I was like, how do you feel showing up for that category in your life versus how it used to be? And he was like, I'm freaking pumped. And like dad of the year, like how much more exciting is it to go to the soccer games to be the dad of the year or the mom of the year or   I know Tiffany, she put in there Brody's magical life. And so showing up for things to help create Brody's magical life. And so the goal is that we look to see where is our will maybe a little off kilter, where is it maybe a little bumpy, and then where do we want to show up to our week? So when I start, I go on Sundays and I look at my week and I add in, yes, I've got a bunch of things, but they are now put for colors and I actually have added colors. So like Dental A Team is blue and.   Kiera Dent (13:32.878) My fun is pink and my forever love story with Jason's like a pinkish red and our love nest is yellow So then when I look at my week, I actually start to paint in colors that make me excited and I don't need to have Five hours of Jason five hours of work to feel fulfilled for me. There's different amounts So for me just having one date night with Jason was no matter what we're doing We do that on Thursdays. That is me having this like really intentional connection with Jason for wealth   even if I were to spend like maybe 15 minutes or an hour, maybe listening to a wealth podcast or maybe like bigger pockets or learning about real estate or learning about, gosh, like rep status or learning about 401k versus Roth IRAs. There's a lot of things on Instagram that you can follow and then read deeper on it. There's a lot of wealth books. I've read so many wealth books over like the course of my time. really...   get obsessive about this because it's fun for me to figure out how to create generational wealth, how to help clients with generational wealth. Like I obsess about this. So adding in maybe 15 minutes or an hour where you look at that for me, even just adding in like 30 minutes of philanthropy, like what do I want that to look like? What are the things that I could get involved in? And what's crazy is when we do this, so I look at, we have 24 hours a day and we have seven days a week, which gives us 168 hours total.   Now, this is what's really fun. When I looked at this, I was like, all right, this is freaking wild. Okay? So our work week is 24 hours. We have 24 hours, seven days a week, which is 168 hours. Now, if I give you, and I'm gonna be pretty generous, eight hours of work times five days a week is 40 hours. And then if I have you sleeping eight hours a day, seven days a week, that's 56 hours. Now I know a lot of you aren't even doing that. So I feel like I'm being extra generous. That's 96 hours.   So of our 168 hours that we have in any given week, we take those work and that sleep out, that's 96 hours, you have 72 hours per week available. And my question is, are you living with those 72 hours on purpose? Are you living your work on purpose? You can also do this fun will at work so you can look at like my CEO time, my marketing time, my treatment planning time, my associate doctor time, my dental assistant time, like we can create categories of our business too.   Kiera Dent (15:51.094) and look to see where do we maybe need to sprinkle those in within our eight hours so that way our business is on purpose as well. And what's really amazing is when you actually get into this, where you start to live life on purpose, when you start to prioritize living life on purpose and having business on purpose and thinking about where we need to go to have that incredible looking back on our life and just feeling so dreamy and so fulfilled. And I know when we have kids and we have work and we have stresses of finances and we have   all these different things, like my team members said, challenges are opportunities for us. When we're looking at that, are we truly living our life on purpose? Are you living your life on purpose? Do you maybe want to change to live your life on purpose? And that's what I get excited about within consulting. And we just hired a new team member and we've had a couple of clients join us recently, which love them. And I hope you're our next one to join us. But they said, Keira, I really love that this company is not about just work. It's about life and it's about being.   respectful and it's about having a purpose beyond just work. and that was one of the greatest compliments that I have heard from clients and team members, because I feel like if we're not living life on purpose, we're just on autopilot. don't want to get to my cure being whatever age she is and looking back and saying, gosh, I lived so much of my life on autopilot. I was managing my life. wasn't creating my life. And so today I'm imploring you and inviting you.   to start creating your life on purpose. And if this is something that you're like, gosh, I need a lot of help. need some help. don't even know where to start. Reach out. Hello at thedumbolyteam.com. But really, I hope that you just commit to living life on purpose. I hope that you commit to having your business on purpose, that you get out of the unconscious known and get into the conscious unknown where it's creative, it's playful, it's not stressful, it's magnetizing, it's euphoria.   because you're actually living the life of your dreams, not the life that you feel like you are just living day in and day out. And it takes time, it takes daily effort, it takes planning and it takes prepping it, right? But I believe anything worth doing is worth doing well. And so I just encourage you to do this. And if we can help in any way, reach out, hello at thedeadlineteam.com. If this inspires you, feel free to reach out. You can email us. I'm happy to share some of these tips with you, but really...   Kiera Dent (18:14.434) Let's commit to living life on purpose and business on purpose. We get one life to live and let's make sure it's one that we are dang proud of when we're looking back, reminiscing and knowing that we truly created our life. We didn't just manage it. And with that, thanks for listening and I'll catch you next time on the Dental A Team Podcast.  

Tiff and Kristy give tips on how to catch up on those collections fast, including a day-ahead assessment and treatment plan presentation. The advice given in this episode isn't only effective for offices concerned about collections, but any office, regardless of what their bank account looks like. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.738) Hello, Dental A Team listeners, this is Kiera, and I hope you are just having an incredible day today. I hope you are so jazzed and you are so excited about dentistry, because I'm excited about dentistry. You don't call us the Dental A Team for nothing. Our job is to help you in your practice become the A Team of dental offices. Honestly, I love this. I love what we do. I love talking to you. I love helping you and your team just become everything and more that you've ever hoped to be. So today, I hope you are ready. I just did a really incredible   team training with an office about case acceptance. And I realized, hey, maybe that's something where I can help you in your practice. I love doing this with teams. I have a couple of practices where I help their treatment coordinators. And we've actually been able to add multiple millions. And that's not an exaggeration, multiple millions to their practice. And the thing that I just love is when we increase our case acceptance from doctors and team members, we're able to help more patients. And that's what I tell everyone. are.   so blessed and so lucky to be able to be treatment coordinator masters and to be able to help more patients and to give patients this incredible life, to be able to give them the confidence, to be able to give them the smile, to be able to help their longevity. And I always enjoy hearing the objections. So it's a fun time. So we'll do a part one, part two of this podcast where I'll kind of break down case acceptance for you of kind of how I get team members into this mindset.   And then what I'll do part two of all the objections and how you can overcome objections and treatment planning. I think one of our greatest wins was when I had an office who literally was able to sell an electronic, like an electric toothbrush, which we all know is better than just a standard one to an Amish family. I was blown away. And it was because this treatment coordinator was able to provide so much value of what this patient actually needed and to help them have the best dental health. And I just...   I love treatment planning and case acceptance so much because to me it's helping more patients have healthier smiles, healthier mouths. And I just think it's one of the greatest gifts that we could ever, ever, ever, ever give our patients and our team. So I hope you're excited. I'll break it down for you in a couple of simple steps. These are some of the things that I do to get treatment coordinators and doctors in the right frame of mind. Because what I found is case acceptance is truly 80 % your psychology and what you're thinking and 20 % skill. So I'll give you both.   Kiera Dent (02:19.79) But really just wanting to break it down for you that so much of case acceptance is about Literally what you're thinking about. if you're new to the Dental A Team podcast, welcome. I'm Kiera Dent I'm your host I love all things dental and so much so that my last name is actually dent I created the Dental A Team consulting years ago when I left Midwestern University's dental college and working with so many of those dental students shout out to all of them and Realizing those students that I loved so much. We're going to go out into this   big bright world of dentistry and they were gonna need an advocate, someone who could vet companies for them, someone who could help guide them, someone who could help them understand what a P &L was, understanding what cashflow was, understanding the business aspect and the team aspect of dentistry, and that's how Dental A Team was born. So my first practice we took from 500,000 to 2.4 million in nine months and opened our second location. Dental A Team is a miracle grow for practices. We're able to increase.   your production, decrease your overhead and honestly decrease your stress and get a full doctor team experience. So that way doctors, don't just have to do this on your own. So that's a little bit about what Dental A Team is about. If you are part of our actual consulting dental family, welcome. I love you. I'm so grateful for you. It is truly one of the highlights of my entire life is watching offices succeed. Like we shout out office wins every single day in our team huddle. And when I hear offices who have broken a million or hit a hundred thousand for the first time or took home a paycheck for the first time or   got their team on board for the first time, literally, I light up, our team lights up because that's what we do. Our consultants are truly experts at what we do and we truly do love seeing your wins. Our tagline is your success and our passion. So our passion is seeing you successful. Our love of dentistry is being able to make sure you and your team are truly flourishing to help those patients get the best dentistry they can. So with that, setting up case acceptance is what I promise you are gonna come in part one of part two.   And like I said, we do this with teams. It's something really, really, really, I would say fulfilling for me to actually teach your teams how to present cases, how to help them. Like I said, I literally have a practice. We've got five offices and we have added multiple millions of dollars to their practices over the years of just working with their treatment coordinators and doctors. And it's funny, they have another person who watches their business and they said, what's happened?   Kiera Dent (04:39.342) how you guys grown so much and they said it all started when we hired the Dental A Team and just shout out to that practice and that owner and those owners at that, those locations because honestly, they don't just listen but they actually execute and they implement and we work on it and we listen to their treatment plans and we review and what I will tell you, one of my biggest secrets for it is it's usually one or two words that's making or breaking your case acceptance. And I hope you heard that. It's one or two words.   that's actually making or breaking patients saying yes or no to you. So that's where it's so fun. So, okay, step one that I always like to tell people is, like I said, 80 % psychology, 20 % skill. So what you've got to do is you've got to literally be in the right mindset before you go in. So doctors, before you go in and present an exam, team members, before we go and talk about it, before we hand things off, treatment coordinators, before you even think about presenting a treatment plan, I want you to have the right frame of mind. Kiera Dent's frame of mind is...   Everyone says yes to me and there's always a solution. That's my mantra. That's what I say. That's what I think about. And this is when I used to not even be able to close $500 cases. I went from closing $500 cases all the way up to closing 50, 60, 70, $80,000 cases same day. I literally had no idea a credit card could go up to $80,000. I was like, whoa, we're buying a boat today. Like I didn't even know this was reality. But what I learned was it was my psychology. It was me realizing that this was not a big treatment plan. It's just a treatment plan. So that's the second step to this.   We actually cut out the emotion of it's not a big treatment plan. And what I love to do is I love to ask you right now to tell me, and you can say this out loud. I know I'm not actually listening, but hopefully you're playing along with me today. It actually will make this really real for you. But what is the number for you that's your actual high dollar treatment plan? If I were to say, what's a big treatment plan for you? What's your number? Some people's a thousand, some people's 5,000, $10,400. What is your number?   I need you to tell me your number and do not sugarcoat to me. Don't go higher, don't go lower. If you're listening to this as a team, which, hey, that's a great idea. This is a great team training. You're getting it with me for free. But what is the number? And the reason I want to know this number is because no matter what, no matter what you're doing, guess what? That number actually is influencing you. And what I say is there's no judgment on treatment planning. I just need to know and you need to know.   Kiera Dent (06:56.126) what your number is so then we actually figure out where your ceiling is and how to go around it. When I start working with treatment coordinators, I usually say that I can typically tell when I look at a treatment tracker on a treatment coordinator what they're closing and it's usually close to us in their bank account. Dun dun dun dun dun, mic drop right there. The reason why is because we have this familiarity association where we think people are just like us and so I hear all the time of like, but Kiera, couldn't afford that or Kirea, could afford that or Kiera like,   That's like, it would be so hard for me as a parent to do this. And what we do is we try to put ourselves in other people's shoes, AKA empathy. But what we do on that is we actually close down a lot of cases that could be yeses because people are not just like us. Like I said, I didn't even know credit cards at the time could go up to $80,000. I had no idea. And had I assumed or projected or tried to be familiar with these patients, I would never have been able to close those cases. So what we wanna look at in these situations is,   We've got to cut the emotion. We've got to realize this is my ceiling and I'm going to get beyond that ceiling. Doctors, you have the same thing. You might walk into a room and you might think, my gosh, this patient is gonna think I'm buying my boat or they're paying for this. Whatever you're thinking about, patients actually pick up that energy vibe from you. And I know this sounds like woo woo.   but I will tell you I have taught so many people how to close cases and I'm freaking good at closing cases. Like I literally can walk into offices. I still test my skills when I walk into a practice because I really wanna make sure that what I'm teaching you is actually still working and it is. I have done it so many times successfully. So pick this up. We've got to cut the emotion and it's just a treatment plan. So I never, ever, ever, ever, ever, ever, ever want to hear you ever again say, my gosh, it's a big treatment plan. Because what you do is you amp yourself up and you get all this energy behind it.   unnecessarily, and then you actually get like skittish and nervous and the patient feels that. I want to remind you, patients are not buying treatment plans, they're buying your confidence and a dream of their future life. So what I like to do is then next, figure out what kind of motivator this patient has. Is it cosmetic, function, cost, or longevity? I also found with treatment planning, sequence matters. So notice I said, is it cosmetic, function, cost, or longevity?   Kiera Dent (09:08.546) I did not start with cost and when I've done this in rooms and I've asked people and you can ask yourself right now, what is the number one motivator for you and your mouth? You're probably not gonna tell me it's cost. Believe it or not, you listen to those four. If you could only choose one, cost could be a portion of it, that's fine. But guess what, I could say, what is most important about your mouth and your smile? Is it cosmetic, function, cost or longevity? What would you tell me?   and I just sampled a room of probably 50 plus people and of those 50 plus people, three people it was cost. And the reason I like to highlight this is because we assume and we project because we wanna be familiar and close to these people that they're just like us and we think, my gosh, it's cost. If I were to sample an entire room of treatment coordinators across the nation, I promise you the number one thing people would tell me as to why they can't close cases is due to you got it cost.   But when I actually sample people and find out what's truly the most important for people, it's usually like 3 % of the room actually cares about cost. So I really, really, really want you to note that. And I want you to see that. With that, the next thing we're going to look at is, OK, now I know.   One, it's my psychology. Everyone says yes to me. There's always a solution and you can have whatever you want. You don't have to say that. But the reason I do that is because guess what? I walk in with pretty strong confidence. This patient is buying my confidence and I'm going forward knowing I'm going to figure out what motivates this person and I'm going to be able to help them say yes to this incredible life that they get to have with these teeth. Our teeth are literally the way we eat, talk, communicate, express our emotions. Like all of it. It's such an incredible thing for us to do.   We've cut the emotion, it's just a treatment plan. And then after that, what we're gonna do is we are going to make sure that we're not accidentally closing cases down before they even begin. And I say, don't create a solution to a problem they don't have. So a lot of times treatment coordinators, what they'll do is they'll start to like want to associate with this person and anticipate what objection they're gonna say so they don't quote unquote get broken up with. You're not about to get broken up with if a patient's silent.   Kiera Dent (11:23.17) They're just thinking through it. So what starts to happen is treatment coordinators and or doctors and team members start to ramble. We start to talk, we start to be like, my gosh, and what you end up doing is talking them out of treatment. So we need to also learn the art of silence. So once we present a treatment plan, once we do it, we want to ask them, what questions do you have? I want you to be rock solid, confident moving forward. Notice I'm teaching you sequence matters, putting things in order. What am I focusing on? Same thing when I do a treatment plan.   What am I focusing on? Am I focusing on insurance first? Am I focusing on how I want them to feel? Am I telling them, hey, what questions do you have for me? I want you rock solid confident. I'm telling them moving forward, this is how I want you to feel. What patients will do is they will actually follow through with you. It's going to be something wild for you. And so making sure that we're using language that's going to get our patients going where we want them to go. We're also making sure we're not planting, I call it weeds in our flower garden. So not.   accidentally creating solutions to problems they didn't say they had. So it's, hey, like, so we have financing options. Well, if they didn't say they have a financing issue, why are we offering financing options? Like, I know, like, it might be a lot of time. Why are you saying that? If they didn't say it, don't bring it up. Because what you do is you plant seeds. And I've talked about this on the podcast, and I think it's just a really good example. I went to PT one time and I had a really bad knee and hip pain.   And the PT was like, I noticed you didn't have insurance. I was like, yeah, I don't. And she's like, this might be really expensive for you. Thank you. I'm in pain. How many times do I need to come? And she's like, well, I don't know. How many times do you think you could afford it or come in? Girl, you just planted weeds in your flower garden. You just gave me all these objections that I was not even thinking about because you didn't stop talking to listen to me of what I actually said.   What I said is I'm in a lot of pain and I want to get out of pain. You then pick up, Kiera's number one motive is to get out of pain. So, hey, Kiera, the way we're going to be able to get you out of pain is we're going to see you three times a month. I'm going to see you for an hour. You're going to do exercises at home and we're going to get you out of pain in the next four months. Fan-freaking-tastic. Now, if I have an objection, I'm like, well, how much is that going to cost? Do you guys do payment plans? Let me bring that up, but pay attention to what your patients want. So,   Kiera Dent (13:42.978) These are just going to be a few little things for you. There's so many more things when I teach offices, like we need to edify our doctor. We need to tell this patient, my gosh, you are so lucky that Dr. Taylor is your doctor. Dr. Taylor is incredible. They're going to take great care of you. They do incredible dentistry. I am so excited for you to get treatment done with them. I have now put this patient on the winning team. They are buying my confidence. They are so excited about it and treatment coordinators. will give you a tip when doctors diagnose our job is to close. Did you hear that?   Doctors, when you diagnose, you should be able to expect and count on your team to close. I feel like when my doctor like diagnosis treatment, my job as a treatment coordinator is to get that patient on the schedule to figure out what their needs are and to be able to close that patient. So I need to figure out one, it's my mindset. Two, I need to make sure that I am not bringing emotion into this treatment plan. Three, I need to make sure that I'm presenting things in a right sequence based on what I'm focusing on to make sure that patient is focusing on the things that I need them to focus on.   Four, I need to make sure that I'm not planting any weeds in my flower garden and presenting solutions to problems they don't even have. And five, I need to make sure that I get this patient on the winning team. Doctors, you can say the same thing. You can present the treatment plan and say, my gosh, Kiera is an incredible treatment coordinator. She's gonna take great care of you. I know you're gonna really love her. I want you to be super confident moving forward. We have told them, we want them confident moving forward. We have told them that they're going to move forward.   Why on earth would we diagnose treatment and why on earth this patient come to the dentist if they don't want to move forward? Riddle me that. Think about that for a second where I was like, oh my gosh, they're gonna be so stressful. Insurance and money and teeth and pain. Well, yes, you're gonna create that. What you think about is what you create. And I will tell you this over and over and over again. So if you're like, oh, the patient can't afford it. Like the patients are saying no to me. You keep creating that. Care is as everyone says yes to me and there's always a solution and we will find it.   We will find it. Not I will find it, but we, me and the patient, we will figure this out. We will find a solution because I will close cases because if I believe in my doctor and I believe in the dentistry that they do, my job is to help this patient get the dentistry that they need done. We can then go in to so many different pieces of how we present this, how we talk about this, how we go into objections. Like I said, there will be a part two to this podcast. but really the reality is you've got to get this podcast. This one's about, you've got to be in the right freaking mindset.   Kiera Dent (16:03.438) before you even think about presenting a treatment plan. And usually we're like, Kara, tell me how to present the treatment plan. And I'm gonna say pause. And I want you to think about the treatment plan you're presenting, but I want you to think about the mindset, the sequence, what you are putting emphasis on because that's what your patients are responding to. You're like, patients aren't saying yes to me. Well, my question is, what is your sequence? What are you focusing on? What are you thinking about that might be influencing and not might that is influencing what your patients are responding to?   So it's wild when I start to get people in this mindset, when I start to help them realize like, okay, when I walk into the room, doctors, patients love you, they say yes to you when you are diagnosing comprehensive care. Whatever you feel is what this patient's going to respond to. Treatment coordinators, when they come up, it's an easy, it's an A plus B equals C. Fantastic, I'm gonna schedule you, present the treatment plan, bada bing, bada boom, we're gonna figure out the solutions. Notice I've cut the emotion. This patient's here, I didn't get them here. I did not brush their teeth, I did not floss for them.   They got themselves here. But the great news is my job is to help you get the great dentistry that's going to really truly make sure that you are taken care of. And that's what my job is to do. My job is to not like woe is you, like make you feel bad about this. My job is to have confidence. My job is to know that no matter what objection this patient gives me, I have a solution for it. And we are going to have a solution together. My job is also to help this patient figure out what their driver is by listening to them, paying attention. Like I said, it's 80 % psychology.   What is this patient's motivator? What is it that's driving them? Doctors, you can pay attention to this too when you go into the room. Look to see how do they talk? What do they tell you? What are the things when you emotionally connect with them? When you ask them about their life, what are they telling you? Link your treatment plans back to that. They tell you you've got kids and it's a mom. Reminder, she's worth it. She truly is worth it. If it's an elderly patient, remind them that your body deserves this nutrition. Like it's so great for you and it does so many things for you and it deserves that nutrition.   to truly make sure that you have the best quality of life you can. We can remind our patients of these things. It is an emotional purchase. They are not buying a filling. They're not buying a crown. They are buying the ability to eat. They are buying the ability to smile. They're buying the ability to make memories. They're buying the ability to communicate with confidence. That's what they're buying. And so when you walk into a treatment plan, this is how you become a treatment planning master, a case acceptance like guru. This is how you do it is it's.   Kiera Dent (18:26.196) start out with the right mindset. And this is what I get obsessed with because a lot of times we think we're doing all these pieces and we're not. And so what I want you to realize is the next podcast will be the tactical and you're like, okay, I'm going to like hurry up and listen to that high five. Thank you for being an avid listener. But number one, get this podcast dialed in first before you listen to the tactical, because if you don't fix your mindset, no matter what tactical piece I give you, you will always continue to get the same results where your focus goes, your energy flows.   where your energy flows, your focus goes, and it just goes around and around. So if I'm thinking patients will say no to me, that's going to become my reality. You create your reality. So if you've got patients saying no to you, you are creating it. So what paintbrush strokes do we need to remove? What thoughts do we need to remove? What new thoughts do we need to bring into it? What do I need to drop? I know what my number is of a high treatment plan. I need to drop that because there are no high treatment plans. There are just treatment plans. There is just dentistry. These are just people that deserve to have healthy mouths, healthy bodies.   healthy lives. That's what treatment planning's about. So I'm so jazzed. I hope you took a bunch from this. If you want, we do this with teams. And like I said, you want to believe that I can add a pay for our consulting in a couple sessions? Here we go. It's really such a beautiful thing. And to help teams become so confident to do this is truly a huge passion of Dental A Team. So if you're like, my gosh, I don't even know how to do this. I need you to listen to what I'm saying that I don't even realize I'm saying.   That's what we're experts in and I love to do this for teams. love to help you doctors out with this. So reach out Hello@TheDentalATeam.com and be sure to catch part two of this because I'm going to go into tactical on the next one, but promise me you will get your mindset right to help more patients. It is your moral and ethical obligation. And I hope you take that on seriously. And as always, thanks for listening and I'll catch you next time on the Dental A Team Podcast.  

Kiera shares a ton of fun ideas on ways to attract and engage with potential patients in your community. These range from a killer referral program, to considering the locations of where you're advertising, and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:  Kiera Dent (00:01.752) Hello, Dental A Team listeners. This is Kiera. And today I am just so excited to be chatting with you. I hope that your day is just going incredible. My day has been incredible. I have the opportunity to work with clients and just a fun coaching call day. And I always enjoy it. I enjoy helping clients. I enjoy helping you. I love to get on a podcast and I love to share. And with summer approaching, I thought it might be kind of fun to give you a quick tactical podcast where I talk about maybe some summer marketing ideas that maybe you haven't thought of. know   For a lot of practices, summertime can get a little bit slower or different things can happen for you. And so just maybe a quick tactical for you about maybe some ideas that you hadn't considered to grow your new patients during the summer. If you're planning and preparing now, that way you can have a more filled summer for you. As always, the Dental A Team, we are here to give you tactical practical tips, helping dentists and teams.   have an easier life, helping you have a better patient experience, helping you just have more fun in dentistry. That's what we're about. And that's what I hope you're about. And I hope you remember that you are truly in the best, most incredible profession you could ever be in, and that's in dentistry. If you love our podcast, I hope that you rate it, you review it, you share it, and you are able to just help us positively impact the world of dentistry in the greatest way possible. So in today's episode, it will be short. It'll be technical.   I'm gonna break it down for you of just like I said, some summer marketing ideas that I think are a little outside the box thinking. So one thing to think of whenever we're going into marketing is we always wanna make sure that we're looking to see who is our patient and where are they located. So if you're trying to attract for pediatric practices, they're trying to attract moms, that's their ideal patient. I know you might think it's kiddos, but guess what? It's actually the mom. In some of my other practices, their patient base is more of a geriatric patient base.   For others, it's a transient. So you've got more new families moving into your area. And so when you're looking at that, paying attention to what is your patient base and where are they going to be hanging out, that's gonna impact some of these summer marketing ideas. So I think one of the easiest things is having a really, really great referral. I see this in the waiting rooms, I see this in practices, but making sure it's targeted to your patient base. I have a practice and I think this is just a huge shout out to this practice. They picked a KitchenAid.   Kiera Dent (02:19.562) That was what they're giving away to their patient base. And the reason why this is so impressive is because they know their patient base and their ideal patient so well that one of their patients was actually at their child's birthday party telling every person who came to please become a patient because she wanted to win this KitchenAid so bad. This patient A is a raving fan, B took it to their child's birthday party and C this practice picked up a ton of patients because what gift they were giving away actually resonated with their patient base.   So I have a practice in there in like upstate Washington and it's like more of a outdoorsy area. So like a Traeger or a Blackstone works really well in their area. A practice in Texas, concerts were really big. So they gave away these very limited concert tickets. It was like one of the top best ones. A pediatric practice gave away some like Lulu or Aloe gift cards. So that was something that was super, super powerful for another practice.   but really just knowing your patient and what's going to resonate with them. But I think like something to really know is making sure that your practice is focused on internal and external marketing efforts. So when we do referrals and raffles within our practice, that's more internal. Yes, we're attracting external patients, but what we're doing is we're only able to connect with the patients that are coming to our practice. So we really wanna make sure that we're not just like...   only focusing on the internal and then looking for some of the external opportunities. So I thought like that would be something fun, a referral program, bring a friend, share a friend, having cards made so that way people can get really excited. And with some of the practices we work with, a lot of them are like, gosh, I wish I just had a card as the dentist or as team members, because when I'm out and about, people always ask like, where can I get it? And like, I wish I just had a card where I could just give it to them. I could put my phone number on it. So if they had any questions, they could contact me.   So just really looking to see what are some of these internal ways that are so simple that maybe we're just overlooking that could really help us, especially with summer on the horizon. Some other things like, depending upon where you are, if there's a school around you, looking for possibly around fall time where you might do something with clear aligners or whitening. Think about those seniors who might be needing to get senior photos and proms and end of year. Those could be some really good promos that you could possibly run in your area. Again, depending upon your patient base and what's around you.   Kiera Dent (04:39.178) And now for some external ideas that I think are just kind of fun of look to see again, where is your patient base? So for like geriatric, they might be hanging out in some retirement homes, in retirement communities, maybe the YMCA club, like that's where these people are going to really congregate. And so could we put flyers there? Could we go to the retirement communities? Could we put on a wine and cheese evening for them? Could we put on some lectures, some lunch and learns for them?   Could we offer our membership program that's special for their residents in their area so that way if they don't have insurance, they're able to access our membership program, you're able to bring in a huge patient base, and you're also able to help and support these communities as well. And I really think some of those areas, like if you can actually access them and get in touch with them, think about if you're the preferred dentist for that retirement community, especially if you place implants, you do all on fours, that might be a really incredible area for you to go.   to access, to incorporate, to be with them. I also am really big on community. If you wanna be a community dentist, if your community is tight knit, which a lot of them are, where can you access? Can you get into county fairs? Could you be at some of the sports games? Could you be in any of those other areas where maybe your community's at? And that is more for branding, not necessarily for ROI of patients. So branding is something super important for you to have as well, where it's not necessarily just.   like, okay, great. Like I spent $5. Now we got a patient in a lot of times it's just awareness. It's just being there. And I use the example of the chiropractor in my hometown. They're Ellison chiropractic. And honestly, this chiropractor was everywhere. They were all of our high school games. They sponsored a lot of the football games. It was Ellison chiropractic, which makes sense. You know, these, these football teams, they were there. Our community was very tight knit. had   our high school colors were orange and black. Their colors of the chiropractor place was orange and black. So they had it everywhere. They were representing our school. They were representing our community. They were on the city council. Like they literally were everywhere. They're the chamber of commerce and everybody knew and everybody went to this chiropractor in our community. And so I've thought about dental practices of how can you be the town's dentist?   Kiera Dent (06:54.744) How can you be the one that everybody knows, that everybody sees, that no matter where you are, people are like, hell, that's the dentist. Like that's our community dentist. So looking to see, is there a festival that you can attend? Can you get your name out there? Can you be a part of it? Can you have swag? I know there was a practice that we worked with that made mouth guards for all the football players on the high school teams.   So that way, and it had their school colors, but it also had that office's logo on it. And I just think that's so clever because this is branding. These are opportunities, but you've got to make sure that you're doing this based on what your patient base is. So if your patient base is elderly, you don't want to be supporting the high school. They find out a lot of people there. You might want to do TV commercials. I have a practice and they do TV commercials and my in-laws actually saw one of our practices. Like I saw them on TV and I was like, yeah, because   my elderly in-laws are watching TV. They're listening to the radio. That's where that patient base is. So those marketing dollars are actually making an impact. So looking to see maybe mailers, maybe mailers work in your area. Maybe there's a new housing development that you could go get in and you could again offer a membership program to them. So if they don't have insurance, you could be there, throw some testimonials in there. Maybe talk about your in-house plan and how great it is for patients within your practice. These are all little ways where if you get ahead of the summer slump,   or the September or slam dunk September that we're going to be able to have it. We're really truly just going to impact your community and maybe just get you out there. You could do a block party. So your community is out there. They're having a good time. Have like hot dogs. I know there was a practice and every Friday they'd hand out donuts on the corner. So everybody knew this dental practice. Like literally they were the practice of all practices and people would drive by, they'd get their donuts. They had their   practice name on a napkin, and that's what they were known for within their community. So I think knowing your practice, knowing what you can do internal, so having like a great referral or giveaway during the summer to really get people excited, making cards just so your practice and your team can actually give those away consistently, and then looking to see what can we do externally. I also think back like when you were starting your practice, how often did you go see specialists? And if you're a specialist, how often did you go see general practices?   Kiera Dent (09:09.646) Are you dropping off goodie baskets? Are you going to say hello? Are you, I mean, for March Madness, I remember I used to love all the ortho offices because they'd bring us cookies all the time as a dental practice. But how often are we going and actually connecting with the specialist in our area or vice versa, the general practices? And I know that seems like, Kiera, I did that back in the day. I don't want to do that now. I want to remind you that grassroots marketing and face-to-face and referral marketing is one of the best things you can do.   So I have a practice and they're incorporating sleep. So they went and met the sleep doctor. They started getting a ton of referrals and vice versa. And now this doctor is actually taking on this dentist patients and kind of moved that doctor, the dentist, moved them to the top of the line at the sleep doctor's clinic. And I just think the power of relationships and the power of being known in your community and the power of really making an impact. Dental A team's big.   Big mission is to create an impact in the greatest way possible. And so we do it with dentists all across the nation. So we don't really get a community opportunity, but you and your practice can. You can make fun things in your area. And I think being cautious of our dollar spends, making sure we're tracking what we're doing. There's two sides of marketing. There's the actual like getting patients in and then there's the branding and awareness of your practice. And I think it's really important to not just do internal marketing, but also external marketing in some fun ways like this.   where you really get to make an impact because this is a community where you live. This is a community where maybe your kids grow up or your kids go to school or if you don't have a family, it's where your employees, kids and families are going. I think really as dental practices, we have such an incredible opportunity to impact, to flourish, to grow these communities by looking out. So just wanted to pop in with some quick tactical things for you for summer marketing, really easy of one, having our internal, two, having our external.   knowing who our patient base is, knowing the actual appropriate prizes and giveaways and fun things that we can do for that. And then last but not least, it's always making sure that you are just an incredible practice, that you are really giving top-notch dentistry, that you are creating an incredible VIP customer and patient experience where your team truly, 100%, is giving these patients something to rave about, something to be excited about.   Kiera Dent (11:27.244) And this is something I love to do with offices. love to do with teams. love to do it in our consulting where we help offices figure out what is their niche, what makes you special, what makes you the best practice for somebody to come to, and then really highlighting that and making it such a full team experience. So that's something that we're passionate about in consulting. Our job is to help you grow, to flourish, to have your best life, but to get that from a doctor and a team where you guys are working in tandem together.   I really do believe that dentistry and running a successful practice does not need to be hard. so Dental A Team, the question is, what if this could be easy? Because with Dental A Team, can. And so if we can reach out, we can help you if this resonates with you. Email us, ask us for more ideas. I'm happy to have a call with your practice and give you some free resources and advice for your practice just to truly help youth flourish. And if you're like, gosh, I just need some help, reach out. This is the time. I know it takes a lot of humility to do that.   But why, why struggle when we have done this successfully for hundreds and thousands of offices? Why not yours? So reach out, I'd love to help you. Hello, thedentalateam.com. Let's make this summer an incredible one. As always, thanks for listening and I'll catch you next time on The Dental A Team Podcast.  

Kiera is a guest on the Dentalligenstia Podcast, hosted by Nick Zagar and Remy Isdaner. She talks about the connection between success and knowing your practice's numbers for the following: Production Overhead Collection New patients Case acceptance Kiera also gives tips on streamlining workflow, working through scratch starts, startup versus seasoned practice needs, and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00.16) Hello Dental A Team listeners, this is Kiera and today I am so excited. I did an incredible podcast and I just thought it'd be fun for you guys to hear it, to listen to it. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast. Welcome to the Dentalligentsia podcast. I'm Nick Zager and we have Remy Isdaner, my partner, and we are Mirlo Real Estate Partners. Today we have a special guest, Kiera Dent from the Dental A Team. Welcome Kiera. Thanks guys. I'm super excited to be here.   I love what you guys are doing. I'm just jazz. And I'm glad that I didn't have to say the name of your podcast because I would have totally botched that. So thank you for taking that on for me. I love what you guys are doing. And I'm just super, super excited to be here. I love geeking about dentistry and business and all things. So thank you guys. I'm really honored to be here. We appreciate that. you know, our favorite clients are typically early to mid-career dentists. And we love what you do to support.   our mutual clients and really want to know a little bit more about you and why you do what you do. How did you get into this? Yeah, for sure. Well, luckily for both of us, we love the same type of clients. So it's really fun. I actually started my career in dentistry in high school. I was offered an opportunity to either go into nursing or dentistry. And I thought, hmm, I want to wear scrubs. Like that was my end goal. And I thought, learn the whole body or learn the mouth. I'm surely going dental route. So that was honest to goodness. The reason why I got into dentistry.   I was a dental assistant for years and then became office manager, treatment coordinator, scheduler, biller, you name it. I have not been a hygienist and I'm not a dentist, but my husband, he went to pharmacy school at Midwestern Arizona. And during that time, I'm a little hustler. I found out if I could work at the college, I'd get a discount on his tuition. And so I knew there was a dental college and so I found out, got a job at the dental college.   And I was super blessed, super fortunate. And I worked there for three years with dental students. And one of the students asked me while we were in school, she said, hey, Kiera, do you want to come help me open my practice in Colorado? And I was like, heck yeah. Dental assistant to practice owner. Like, this is a great plan. I never knew how I'd be able to do this. I'm not a dentist. And I'm like, I see what you guys do in dental school. Yes, I want to say yes to this. So I went and helped her open the practice in Colorado. And we took our office from 500,000 to 2.4 million.   The Dental A Team (02:25.773) in nine months and opened our second location. And what I found from that was I learned a lot. We built a pretty big group of practices and I learned so much from that of what not to do. My marriage was about in shambles. Her marriage was about in shambles. My health was deteriorating. I was working from 2 a.m. till 10 p.m. trying to make these practices grow and I thought, well, shoot, one, if I could help her grow a practice, I wonder all my other students that I love.   Could I help them grow their practices and give them the confidence as well? And two, there's got to be a better way to do this than what I've been doing and what she's been doing. Like, yes, we have success on paper, but behind the scenes, we're deteriorating as human beings. And so that's really what spurred my passion. I never worked with a consulting company. Everything that Dental A Team's consulting is are things that I wish I would have had when I was a practice owner, things that I wish I would have known.   things to help all of my dental students. It's fun because it's becoming full circle. A lot of those students are now buying practices and coming and working with me, which is super fun. But really the passion comes from how can I help these dentists live their best lives, get the profitability they want, but also get their team bought in because most consulting companies work with just the dentist or just the team. And I thought, but if I can get the team on board, these dentists lives become a lot easier. And so it's really fun to talk about both sides of the coin.   And shoot my last name is Dent. So I think I was destined for this career path. It's not a stage name It's just the third fiance finally like I didn't get married I just took three fiancees to get a better last name So that's kind of my story and how I got into it and truly just love love this industry and love helping dentists Flourish and succeed and help more people But nursing never had a chance Yeah, I mean the scrubs if it would if they would have cuter scrubs than maybe but   The fact that I had the short path didn't just the mouth, but it's funny. I don't even get to wear scrubs anymore. like, man, that was a short lived moment. yeah, nursing. don't think I could do rectal trumpets. That's just like, I mean, I'll take the mouth all day long versus that. I don't think I could. I have such a gag reflex. I don't think I could honestly do it. Well, talk to us about some of your favorite client stories. gosh.   The Dental A Team (04:39.725) So knowing that like the startup to the mid range are kind of the ideal clients, I was thinking of a couple and one comes to mind. He attended one of our summits. We have one in April every year for doctors and teams. And so he attended it. And I remember he had like a really funny name on his screen because I see all the participants. I really try to make our summits really engaging and active. And I remember it was iPhone. And so I just kept calling this person out. was like, hey, iPhone, how you doing over there?   just kept kind of like razz and I had no clue there's no camera on it just says iPhone and lo and behold iPhone decides to sign up with us and he had just bought his practice and paid in full for consulting which I was always like man that's a pretty like gutsy move you just bought a practice but I also like people that are gutsy and this committed to it and what was interesting is we'll call him iPhone if you listen to this you'll know exactly who I'm talking about but over the course it's been about two years now iPhone has gone from   Being a practice owner who literally knew nothing about ownership had a pretty seasoned team when they bought their practice And went through all these hard transitions like I'm telling you this was a labor of love on both sides the consulting side and his side from needing to transition out his office manager who was really really causing a lot of like Shakes within the practice and and driving the team in a direction. He didn't want to go   So learning how to hire, learning how to lead, learning how to present treatment plans, learning how to put KPIs into the practice. Like you want to talk about a jumpstart to business ownership. And I remember he's like, Kiera, I'm not even taking home a paycheck. And those moments always rock me because this is real life for a lot of dentists. And my goal is to help them get to taking home their paychecks quickly. And so about six months, he was taking a little bit, but we started like at six months, he was able to take his full paycheck and then fast forward to   I just saw him actually last weekend and he was sharing that now he's producing over 250,000 a month in his practice, collecting home a paycheck, has a new office manager that was sitting next to him. They've shifted the culture. This office manager said that this doctor like makes for Phil Seen, Heard and appreciated. He understands his KPIs. He's got a profitability margin of 60%, which makes me so proud.   The Dental A Team (06:59.629) excuse me, his overhead 60 % profit margin of 40%. He knows his numbers. He knows how to look at it, getting ready to possibly expand his practice. But he said, we were just meeting last week and he said, Kiera, I want to give back because Dental A Team's given me so much. so having him help coach other practices now of things that he's learned really just inspires me. But I think about this man of...   like the rocky road he went on to get there. And I think that his journey is not unique. I think this is so common for so many owners who buy practices two, three, four years in, but to be able to have him be an example of what can happen and for him to be going from about 150,000 when he first bought the practice to now doing 250,000 a month, just to give him the confidence, I think as a leader, as a dentist, to get a team bought in and on board.   the fact that he knew his numbers and it's been, it'll be two years in April since he bought his practice and joined. And I think that is one of my most favorite stories because to see him excited about life, to see him excited about his practice when there were some dark days, I remember like his name, we'll just say iPhone was on our schedule a lot of times to give more support and to review resumes and to teach him how to hire for culture and to build a culture.   That is a magical experience. And there's, like I said, so many things from KPIs to numbers to culture to hiring to diagnosing and getting patients to accept you when the other dentist was still a part of the practice and moving on. He's honestly one of my favorite clients because I think his story is so relatable to how so many other people feel. And to see him now on the other side of it, truly beaming, I think is honestly one of my favorite stories. I have so many favorite stories.   But I think he's a really recent telling one that is just a fun success story to share with people. That's super cool. And he's got a great name. I know, right? iPhone. I'm like, it's easy because I was like, who is this? Who shows up? Like, I hate it on meetings. Like, get your name of who you really are because I want to call you. There's another, she's now a client. And I was speaking in person and, you know, front row, was like, hey, what's your name? And she's like, I'm going to be anonymous.   The Dental A Team (09:13.803) So we have a running joke now that she's just anonymous, even though she's a client now. And she's like, I'm so glad. But now she's like, secretly optimistic anonymous. So, you know, we've kind of changed that around, but yeah, it's fun to have clients show their personalities. But yeah, if you're on an event, put your dang name on there. Otherwise, maybe you'll be iPhone forever. Fair enough. I'd rather be iPhone than anonymous, but point taken. I've got a serious question.   for you based on that great story, but first I'm gonna joke. So it's on record in our company, there's a iPhone, Samsung battle and I'm on the iPhone side and Nick's on the other side. And we have it on record here on this podcast that Nick said something to the effect of, that sounds awesome being iPhone or iPhones are awesome.   So just just want to make sure that that we're all in the same page there, you know, Remy I'm happy in our company. It's the same. It's like Apple versus HP I'm diehard Apple everything connects in so seamlessly. So Remy we're on the same. Yep. I phone over here It's definitely definitely for the Samsung. I'm sick of the green bubbles, but they are getting better now I can see that you're writing I can see that it's been read. So I mean, hey, they are making some progress, but that's been like, you know decades in the making speaking the same language   Okay, as promised, I'd start with jokes and then, you know, that was a great success story and your passion is clear. Let's talk about those KPIs. So what are some of the KPIs that young dentists, newer dentists should be looking for? And I asked that question and then also add a preface. We talk to doctors all the time who have no, it's clear they have no...   connection to what the business side of dentistry is doing in their own practice. And I get it, we get it, that they didn't set out to run a business necessarily. They set out to provide the best oral health to their community. But it is a business after all. And so what are some of the things that those young dentists should be looking for? Remy, I'm so grateful you asked this question. It was not pre-planned.   The Dental A Team (11:36.073) My passion came actually from teaching people how to run successful businesses because as a business owner myself, profits seemed elusive. I remember like, what the heck is a freaking KPI? I didn't even know what that meant. And I really love in dental hygiene, there's no judgment. And I just want people to feel safe and confident to ask those questions. And I think dentists really feel this need to know everything because you are a doctor. And I just want to highlight that, guess what? None of them know it. Like 99 % of dentists that we work with   don't understand the business, but yet understanding the business and the numbers, I feel is like your treasure map to success. It helps you see where are broken systems in your practice to fix. So rather than just trying to pump a bunch of systems, let's look at the numbers to see which system we really can impact. Also, when you know your numbers, you can make smarter decisions of who to hire, when to hire, things like that. And so for people who don't understand KPIs, like I said, someone told me that I was a Dr. Seuss of systems. So I take that.   as a huge compliment to try and make it so simple for people. I believe KPIs are like the vitals of your practice. It's like when you go to the doctor, they always check your like height, weight, your blood pressure, your temperature. They're gonna check those things because if any of those things are out of whack, we're gonna have like an immediate plan. And I feel like that's similar to KPIs within a practice and KPIs can get a little extensive. So if we're talking about a brand new practice, things I start small and then we get bigger.   And so like main things that are really going to give you a nice suck on your business, if you're not careful are going to be your cashflow. So that's going to be your overhead. I'm watching your production and your collections because oftentimes the practice is producing enough, but your team's not collecting that money. So we want to make sure we have a 98 % collections ratio. I'm also going to watch your AR. So AR is your accounts receivable, checking from patient portion and insurance portion, because a lot of times practices actually have the money in their practice.   but they're not collecting, it's just kind of sitting there in overdue payments that are due to you, whether that's from patient or insurance. If we can look at those, we can figure out where's our collection problem. it we don't have clean claims sending to insurance or we're not collecting from patients and we're sending statements or we're not even calling. So I'm really gonna watch those super, super tight. And then if you want to go, excuse me, further down the line and things that I'll watch are gonna be like your lab costs, your supply costs, marketing can come into place.   The Dental A Team (14:00.685) scheduling, we can look at your scheduling and see like number of new patients coming in. That's a big one that I really like to watch because if we're not getting enough new patients or on the flip side, we're attritioning, AKA we're not keeping them in for re-care and reappointment percentages. We can get a leaky bucket and just keep filling with new patients but not retaining the ones that we have. So I like to watch your attrition rate. I also like to look at your case acceptance. So what are you diagnosing and what's being accepted to see is it a diagnosis problem?   or is it an acceptance problem? Whatever doctors wanna make, there is a study and a standard of three times what you wanna produce is what you need to be diagnosing. So if you're not watching this diagnosis amount, you might not be diagnosing enough to be able to get what you want on your schedule for your production. So I like to watch that. And I like to watch your case acceptance of dollar for dollar. So if you're presenting a thousand dollar treatment plan, how much of that thousand is actually being accepted? Are we accepting 100 % of that? Are we accepting 50 % of that?   and then asking questions of why, because case acceptance is usually one or two words from our exam to our treatment coordinator. And then I like to watch your hygiene percentages. So what's your hygienist producing per hour? I like three times pay for PPO practices, and I like four times pay for fee for service practices, and that's on adjusted production. So let's not go off of gross, let's go off of adjusted. Gross feeds the ego, net feeds the family.   So let's not be feeding our egos. I know it feels really good to say you're producing 260, but if you can only collect 150 of that, let's live in real life world. So those would be some zones. And then like, again, if you want to go like next level, you're already doing that. Some things we found over the last year of tracking hundreds of offices were open time in a schedule and your dollar per hour production, because a lot of times just open time in schedules, we found you could actually hit your goal.   if we could fill those spaces and then figuring out protocols for your team just to keep that schedule full. So I said a lot of KPIs for you, but really your main ones, you've got to be watching our production, collection, overhead, new patients and case acceptance. If I could only pick five, those would be my top five that I would start with. And I'm going to give six, like your reappointment percentages. Cause if we're not reappointing, that's really going to kick you down later on. And it's going to make a lot more work for you. And I think those are some pretty easy ones to watch pretty quickly.   The Dental A Team (16:18.733) but then also hopefully giving a lot of other ones for you to be able to watch in addition to that, that depending upon where you are in the journey of your practice, things to be looking at and doctors, you don't have to track all this. You get your team to track this for you. And then you get this lovely report that comes to your desk every week or every month. You review it, you assess it, and then you make the changes accordingly.   How do you help the practices that you're working with refine their systems to streamline their workflows to ultimately maximize their productivity? So Nick, on that, I'm just going to sound like a broken record. I literally look at their numbers, because whatever their numbers are looking at, these KPIs, that's going to tell us where the system's broken in addition to what your team is saying is a problem. So usually it's like communication or it's   low case acceptance or overhead or cashflow issues. And so what we're gonna do from there is we're gonna look to see what is the system in place. So if we're having an overhead issue and cashflow issue, well, I'm gonna look at the billing system. Like, let's look there, because that's where the money's at. So let's figure out what is our process, who's doing what, and where is the breakdown, and then we're gonna refine the system. I don't believe teams like to do hard things, and I don't like to do hard things, and so.   everything we implement should be easy because teams will gravitate towards ease and also not making someone remember things. So that's a true system. So we'll put in things like we can put automated notes or we can change our note templates if we're consistently missing something on our claims, we're gonna fix and adjust that system. We're also gonna look to see running certain reports that we put on an automated system for them. It's on a sheet for them. That way they don't have to remember to do this.   We create handoffs where it's on their route slip. So no one has to remember, like just with your memory, it's already built as a true system. And I think a lot about like McDonald's or Chick-fil-A or some of these companies that are able to mass produce and give you the same experience wherever you go. Well, let's build that and let's make a very simple system that everybody can follow rather than hoping and praying our team members remember and they don't drop the ball. So I'm going to look at those numbers. I'm going to look to see where the gap is and then dig deeper to find   The Dental A Team (18:33.461) root problem and then add an automatic system as much as we can to fix that problem forever. Are you dealing, how much of your business are startups, scratch startups versus acquisitions, also new practice owners through acquisition versus, you know, I guess that's the question, those two paths.   I tend, and I think it's just due to who I am and the things I did, I tend to attract more acquisitions in our company. So we're probably 75 % acquisitions, 25 % scratch start. We've worked with a lot of scratch starts. We've done a lot of pieces with scratch starts. But for me, I'm of the opinion, it's already there. My job is just to come and be the miracle girl on a practice that's already there. I know that I can successfully add hundreds of thousands to a practice very quickly.   adjust their overhead and make them profitable within just a couple of months. Scratch starts, we can do the same thing, but there is more of building that base to get more people in to build it. However, you don't buy someone else's problems when you do a scratch start. So in Dental A team, again, I think it's due to my experience, the things I've done. Like I said, I took a practice from 500,000 to 2.4 million in nine months. I know which systems to quickly shift and adjust. I like to say that we're...   We're a miracle girl for practices. You just sprinkle us on and we watch it bloom. Scratch starts, like I said, usually I'm about six months to a year before we're gonna start to see that churn and burn. And it's just due to building that patient base, which doesn't exist in the scratch start typically. But again, we've had several scratch starts. We've had several be a very successful, but that would be the reason I think why. But again, I don't shy away from scratch starts. I've done plenty of scratch starts and I do love that you get to build everything that you want and it's brand new.   You get to set the systems up from day one. I just think I like to. It's already in place and now my job's just to optimize and magnify it and make it even stronger for them very quickly. But I'm a fast results person. I like to see results quickly. Scratch starts long term have amazing results. Short term they're a little bit harder to get that churn on. Sure. Are people, are dentists typically onboarding you during the acquisition process so you're already known to them and their, you know, their,   The Dental A Team (20:55.281) They're acquiring with you on board versus an acquisition where things are just not, things don't feel right and they're not turning out the way the doctor planned or not as fast as they had hoped and then they're onboarding. So I think the doctors who do the best are the ones who bring us on usually month one or two before they open a practice. And I always say when you open a practice, it's like having a baby.   people nest the two months before they have the baby and then baby comes in, it's like screaming mayhem for about six months until you figure this out. And I really do believe that that's how practice ownership is. So the offices who I found do really, really, really well are the ones who bring us in one to two months before they actually add us into their loan of their additional cashflow that they need. So it's part of their purchase. That makes sense. Versus the ones that are like, Hey, I don't have cash, but I need help.   because every office does this, literally every single one of them they're in and I call it the six months shakeout. As soon as you buy a practice, it is bananas for six months. Like you have high costs, you have high expenses, nothing shaking out. You're trying to win over all these patients or bring in new patients. Like it's mayhem. And that's actually when you need consulting the most. Like you need someone to pull your head out of the sand, tell you do step one, step two, step three. This is where you actually need to focus rather than just being psycho and trying to like do all the things, but never getting anything done.   So I really love when they come. Otherwise, and I'll say, I'm really pro, of course, being a consultant, I'm pro this, I'm really pro hiring a consultant that can actually like put money on your books. So a lot of things people buy when they're buying a startup, they actually don't add revenue for them. So it's just a lot of cost without a lot of adding to it. And so there's lots of great consultants out there, but I'm really pro find someone who's done what you need to do successfully multiple times.   and bring them in because a consultant for us, our fee is guaranteed covered every single month. Like I'm never worried about that, but we tend to do two, three, four, five times our fee, adding that in in production and reduction of overhead for a practice very quickly. So I never worry about, I understand the owners do worry about fees because it can feel scary with everything you're adding on, but be intentional with what you're purchasing, what can add money to your books rather than just taking money off of your books.   The Dental A Team (23:19.462) Go ahead, Nick. Well, I was going to switch gears into talking about building and developing a strong team, since you just mentioned that. And I wanted to start by actually saying that when we're working with a client and they're looking for, you know, to a relocation option or they're looking to buy a building or just a general lease, mean, these are all super negotiable things inside, you know, inside of their   you know their business world but you know the the You know the highest expense that they likely have is payroll and so they can't really That's not something you're not gonna retain high-level talent by you know negotiating like a like like a madman like you would with a landlord for example, and so I wanted to talk to you about what are key qualities that a you know a dental practice owner should look for when hiring   key team members. For sure. I'm so glad that you said that rented landlords are negotiable because I think people feel like it's fixed. And I'm like, no, listen, listen, this is why you need Nick and Remy. Talk to them. They'll help me negotiate this down. Agreed teams are a bit trickier to negotiate down here. You're not going to probably get the best people. No one wants to feel like they're being bought on sale to come onto your practice. but as a landlord, yeah, I want the best deal. My labs and my supplies, I want the best deal.   But for teams, so I'm gonna kind of give two different answers because I think startup practices versus maybe a little bit more seasoned in their career actually have two different needs typically. As a startup, I'm really pro them hiring basically an office manager that knows how to do a lot of the things that they don't know how to do. So we need someone who's strong with case acceptance, strong with billing, strong with leadership, strong with hiring, and it's going to be an expensive hire. But what that...   that expensive hire is going to do is going to exponentially grow your practice for you. While dentists are in the back doing dentistry, you have someone who's really your yin to yang in the front office for you. So I'm really pro and I'm really pro not hiring just one person, but two people in the front office. I've seen a lot of embezzlement in my time. I've seen a lot of just funny things going on in the front office. And also if you only have one person up front, you're literally like SOL, which stands for so out of luck.   The Dental A Team (25:38.758) Um, in my opinion, like you really will be S O L if that one person leaves because you know nothing in the front office. So I'm super pro hiring those people and hiring really good talent when you're a startup. Now, if you're a little more seasoned, figure out what's going to be your yin and yang. If you've got a good biller or you can outsource your billing, um, maybe you don't need as high quality of, or as expensive of an hire that way. But what I have found is typically I like to see payroll around 30 % of your collection. So we're collecting a hundred thousand.   about is going to be spent for payroll costs, not including doctors. And so for that, that's also your fringe benefits, your 401k. And what I've seen with a lot of doctors is team members are only listening to their dollar per hour, but doctors, you're paying a lot more than just a dollar per hour. So we've actually created a really beautiful form for our offices that's kind of like their total compensation package that we recommend giving like once or twice a year to your team so they actually see what they're producing.   Now, hygienists are coming in as a really hot topic, depending upon the area you're in. And a lot of those are like, they're kicking that overhead, the payroll amount really high, but you need a hygienist because they're a producer. And so what's happening, we have a couple of hygienists on our team as consultants. And what they're recommending is let's have a really good base, base plus commission. And then looking back at your hygiene schedule to show this hygienist based on what we've already done. I don't like to live in like theories.   because no one wants to live in theories. They want to feel confident. So if I can hire hygienists for X amount that is fair within the market rate, but give them a commission, so anything they produce over that, showing on historical trends of what my practice has been doing, that's gonna help me keep my payroll costs lower, but I'm gonna be able to pay this hygienist more and be able to actually offset my payroll costs because they're producing more, but I can keep my payroll lower. So that's where I do think you can quote unquote negotiate.   But I really feel strongly, you've got to show them with confidence that they can do this and you've got to have an incredible culture. Culture and time tend to be the currency of hiring great team members right now. And so if you don't have a great culture, if you're not a great boss, you're not gonna hire great talent. I've seen offices paying their employees less than other people in the market, but they have such a great culture that team members want to stay. And then also looking at this time off, PTO is becoming a really hot topic and I feel like since 2020,   The Dental A Team (27:57.872) We're seeing more of this lifestyle that people want to be living more so than like the 401k traditional benefits, depending upon the age of the person you're hiring. Cause I do think there's two different age groups that want two different things. And so being aware of that and cognitive, think you can get creative with what you're doing. So I think that's a lot of great ways to bring it on, but you've also got to be clear on what your culture is and what your tip is. And you've got to be careful not to hold onto those sour apples that are truly destroying your practice.   One of the best quotes I heard is, the worst thing you can do to your best employees is tolerate the poor performance of your worst employee. And so really being cognitive, and I know that's hard, but trusting and believing that you can bring these great people in. So we put awesome ads out. I tell people to write to their ideal person, figure out who they want of their ideal person, and then posting those ads consistently and following up can be really good ways to get it. And then like,   Great culture does not mean you give everything to your team. It also means that we hold them accountable, that we have structure, that we have systems in place, but giving them the autonomy within that to create what they want to. I think are some hopefully simple pieces based on where you are, of who to hire, how to keep those costs lower. Also, what a good framework of what your payroll should be. And then also realizing the amount of payroll you've got, that should be producing. So make sure that you're.   payroll dollars are actually giving you the production that you should be getting from it. And if not, maybe it's time to make a couple of changes that way too. Yeah, one, one always is, is trying to kind of create a culture that promotes accountability and collaboration and continuous improvement. And you can probably, you know, inside the mission statement of the, of the, of the practice kind of address some of those things so that you have some ground rules. But ultimately at the end of the day, it's about   the leadership and also needs to live those values as well. Yeah. And on that Nick, am really pro core values. When I first started, I heard a explanation of core values and they said, usually when you start a practice, you have three core things that really were the core of why you started this practice. So think back to what those three, those are like your true core. And when I thought back, I was like, yeah, for me it was do the right thing.   The Dental A Team (30:16.272) have a ton of fun and make it easy for clients. So like those are my three. it's do the right thing, fun and ease. And then we have aspirational ones in addition to that, but really truly like our core values go on our job board. So like when we're hiring people, we say these are our core values, this is our company. Every Wednesday we're highlighting out team members that have been exhibiting core values within our company. So each team member shouts someone out about the core values. And I really have found that   That's how you build culture. Culture is a slow burn, but it's a consistent burn. And so if you have that and you really live, breathe and bring that in, your culture, it will take a little bit of time. say it's kind of like moving the Titanic, but the consistency piece will start to shift it to where you have that incredible culture. And then if you have someone who's not, have the one-on-one conversations rather than the full team conversation. Get really, really good at having uncomfortable conversations. I love the quote. I've added my own little.   sprinkles to it. I say your success and happiness that's care is added is directly proportional to the number of uncomfortable conversations you're willing to have. And I like adding happiness to it because I think like my success is one thing, but my success and my happiness, I want to be happy when I go to work. I want to have a great time. And so just getting really good with those uncomfortable conversations. And I say, it's a conversation. It's not a confrontation. And like, let's get to the root cause. Let's solve the problem rather than the person.   and let's move that forward. I think those are some hopeful quick tips for people to start to change that culture because it can be done and it's paramount for bringing in great team members as well. Well, that's a really important piece of the puzzle is communication, especially since everybody has a different communication style. you know, I wonder what your guidance is about how somebody who owns a practice can, you know,   can become a better communicator or overcome some of those challenges to be able to kind of understand how to communicate to different members of their staff or what have you. For sure. I'll give a couple of books. I believe there's so much wisdom found in the minds of men and authors. And so The Five Dysfunctions of a Team by Patrick Lanzione I think is a great one to figure out how to build that trust and healthy debate between you and your team members. so encouraging that.   The Dental A Team (32:43.974) and digging down deep into that. Also, there's a lot of personality traits, tests that are out there. I really am pro disc. There's also a company called Culture Index, and I think they teach you a lot of how to communicate. And something I learned early in my career that I try to pass on to our clients is hire people who are complimentary to you, not necessarily the same as you. Your biller is going to have a very different personality than your scheduler.   I want a bubbly outgoing scheduler who just makes my patients feel incredible. And my biller, do not want them being the party scene. I want them to be the person who's so detailed on every single number. Well, those two personalities are also going to be different communication styles. My biller, can probably be a bit more direct with. My scheduler, might need to have a little more finesse with. The five love languages at work is another great way to see how do people prefer to be communicated with. And then also just asking. I think asking people of,   hey, like some people really wanna be direct and just told directly, other people need like the sandwich, the compliment, here's what we need to work on, the compliment, because otherwise they're gonna feel like they're an utter failure. And so I think as leaders learning, I used to always communicate the way I like to be communicated too. And I feel like that was so naive on my part, because that's how I prefer, does not mean that's how other people prefer. we have, when we hire new hires and we recommend this for our offices,   We actually have them take a quiz within our practice and it tells me their favorite things for appreciation. What is it? If I was to get them a gift, what would be something very meaningful to them? How do they prefer to be communicated with? Is it direct? Is it collaborative? And then we have them read the same book so that way we can speak in the same communication language with each other. And then coming in to when it's an uncomfortable conversation, owning that and saying, hey, like this is uncomfortable for me to say.   We address the root problem and then we ask for feedback of, Remy, how did that land? I want to make sure that what I was trying to convey is actually how you heard it. Then Remy can come back and say, Kiera, I felt like you thought I was a jerk and that I'm not working. And I'm like, my gosh, thank you for saying that. That's not at all how I was saying it. What did you hear? That way I can change this to make sure we're on the same page. That communication takes finesse, takes time, but I will say I would rather invest in that skill than having the constant turnover.   The Dental A Team (35:06.96) train that's going on. And if you're in maybe a bad culture right now and you don't know how to fix it, anonymous surveys, we send them out for a lot of our clients when they're in this particular spot and start to ask honest feedback of what does this doctor or team need to do to change? What's causing the turnover? What's causing the breaks in the practice from the team members perspective? And then adjusting our communication styles accordingly to really try and help that communication. But I really love asking for feedback of how that landed.   I think that's one of the easiest ways to get that feedback very quickly on communication. So we've talked a bit about communication, I guess, with your own staff, but paramount to any successful dental practice, they need to have strong communication with their patients because enhancing a patient experience, I think, really kind of goes hand in hand with growth and all the other   types of things you need to consider to raise the, do better, I guess, for lack of better word. So. I think patient communication, you're right, it's paramount. And learning, I think that's handoffs. I think that's having everybody speaking the same thing, doctors giving good exams on that. But then also finding out what your patient drivers are similar to a team driver. What is ultimately their number one objective? Is it cosmetic?   Is it function, is it cost, or is it longevity? I said those in a very important order. believe order matters. Because if I put cost first, I'm highlighting cost. But if I put these in a very strategic way, I've done this with hundreds of offices, and we've asked thousands of patients, I will tell you 99 % the time it's not cost. It's usually function, it's longevity, cosmetic, how it looks. And then of course, figuring out within cost. But if you can figure that out from your patients and learn to communicate with them in their style, utilizing disc profiles as well.   You're exactly right, Nick. You'll get higher case acceptance, you'll have a better patient exam. If you have handoffs where everybody's speaking the same language and we're passing the baton off from person to person so that way nothing gets dropped, you will be shocked. We've increased case acceptance. I had a practice, they were getting about 25 to 30 % case acceptance and we literally got 100 % case acceptance that day just by changing a little bit of how we communicate in our handoffs.   The Dental A Team (37:27.462) The patients would walk up to the front and say, doctor wants to see me back in two weeks for a crown for an hour, I need to get that scheduled. And if your patient is that clear and your communication is that clear, you can only imagine what that does for your practice and your production and your reviews, because that patient's not confused anymore, they literally know what to do.   The Dental A Team (37:50.822) Can you share any practical tips on how dental teams can educate their patients more effectively about their oral health and treatment plans? Yeah. So I'm really pro hygiene. The hygienists have hopefully an hour with them. And so I'm really big on visuals. And so we work with our practices to build kind of like explaining it helping these patients see like on x-rays where you can use, there's a lot of AI softwares out there. I love Pearl. I love Overjet. They can help educate the patients of what's going on in their mouth.   And what I found for patients is there's a lot of mistrust. And I know dentists hate this analogy, but it is kind of like a mechanic. And so we're looking under the hood and the patient's like, I see nothing but black and white up on there, but you're telling me to like squint my eyes and there's a little cavity right here. So I think also helping train your patients of like, this is a good tooth. And this is a tooth where there is decay, showing intraoral photos for them, helping them so that way when they're going through their teeth, it's like, okay, tell me what you see on this tooth.   the more the patient can actually grasp it and understand it, the more they're going to actually accept that treatment. But in addition to that, one of my hygienists that's a consultant on our team, she gave me some really good advice and she said, never ever, ever use little league words for major league problems. I think oftentimes we don't want to offend the patient or want to make it feel better. And so we're like, well, there's this like little cavity. The tooth is bombed out. Like, why are we saying it's a little cavity rather than telling them like, this is what's going on now.   Yes, they're still finessed, so we don't wanna make them feel bad about it, but we also need to help them see the severity. And what I found is when you're confident in your diagnosis, when you're confident in how you're presenting treatment, your patients are actually buying your confidence, they're not buying the treatment. And so you being confident, and I've helped hundreds of them practice, I literally have an office and we've added multiple millions to their five locations by simply helping them present treatment better and stronger and more confidently, because truly the patient is buying your confidence. And so now, never over diagnosing.   but getting that patient to see it and truly telling them what's going on. And then I always love to say like, here's a comprehensive exam and the good news is, this is how we're going to get you like great back to great oral health and using the good news is, or the great news is that way the patient feels like there's hope and optimism and then giving them a really clear plan of where you want them to start. That way it doesn't feel overwhelming or daunting. Cause you can teach a patient all these things.   The Dental A Team (40:14.448) They just need to know where to start and how you're gonna be able to help them get the success that they're looking for and to get back to oral health. Not all patients have it. And I say that not like these problems did not happen overnight. So it's not gonna get fixed overnight. Our bodies are always decaying. Like we're always like aging is as fun and thrilling as that is. Same thing with our teeth. And the great news is this is how we're gonna get you healthy.   We've talked a bit about, you know, communication and creating a strong relationship, I guess, with your patients. Talk to us a little bit about how dental practices can develop a strong presence inside their local community to build trust and attract more patients. Yeah, there's an office that I really love. We were just chatting with them and something that I think this office did so well is they have the goal to be   the hometown dentist in their city. That's the vision of their practice. They want all of their patients to feel that way. So it's a very large practice. They have 15 operatories and they've still been able to maintain that hometown feel and they're very connected to their community. Another practice they said that our goal is to change the way people feel about going to the dentist within our community. And so I think the way that you can get this like stamp in your community is one, having that be part of your vision where you want to be   that local dentist to your patients where it's that hometown dentist feel in your practice, then your practice, your patient experience will feel that way. But then these offices, the two that I explained, they're very involved in the Chamber of Commerce. They're very involved in the little league sports. They're very involved in giving back and providing for these communities. I have another dentist and she created what's called the Thrive Home, where it's literally being able to give back to the community with all the different specialties like OT.   PT, dentistry, to give back within the community. And I really think if that is something that is your MO, treating your patients that way, asking for their referrals and their reviews, and then also being able to have that presence. I know growing up, for me, our chiropractor was so well known, that chiropractor was everywhere. They were at all the football games, they were all the high school events, they were at the town hall, the chamber of commerce, like.   The Dental A Team (42:30.106) Everybody knows that Ellison Chiropractic is the number one chiropractor in the area. And I will say it's because this family was so involved in the community. We saw them everywhere. And so I think how can you also do that and giving back to it? But I think my biggest recommendation, if you want to grow patients based on your community, I think it comes from genuine care and genuine authenticity that you actually love this community that you want to give back. If it's just to pull new patients in, there's other ways to do it.   But I think really, truly, you want to give back to that community you want to serve. I think patients will feel that when it's true and genuine and authentic. We understand how important marketing is to a practice and how it gets teeth through the door. And it's expensive, and it's money we're spending. But I think you hit the nail on the head. In addition to traditional marketing, there's so much more you can be doing in   involvement really is the key. The more involved you can be in your community, the better. Whether you want that hometown feel or you're focusing on productivity and efficiency and I think getting yourself out there and being a part of something is invaluable. That's great advice. When our clients hire us, it's normally because they   They feel totally lost. They're beginning the journey of practice ownership or real estate ownership. They have a lot of student debt. They are about to borrow a lot more money. And it's really scary. we try to really hold their hand through that process to kind of give them those tools so that they can ultimately make the right decisions.   for their practices real estate. And so it's really cool to hear you and how infectious your energy is and you have really good support systems for your clients to really ensure that they're not missing anything and are really maximizing their potential. And so that's really cool to...   The Dental A Team (44:54.078) to hear from you. Switching gears a little bit, I want to talk about the future and industry trends to see if there's anything that you're seeing or anything that you think your clients are going to face in the next five to 10 years that they should be preparing for. Yeah. And Nick, thank you. I just wanted to highlight what you said because you're right, it's terrifying. It's terrifying to go into that much debt.   I remember I used to call my dentist 2.5 because we were 2.5 million debt. And I was like, that back straight because you need to keep these hands and that back good. And I would just always say like 2.5, 2.5 because we were 2.5 million debt. And I think that that's where my passion comes from profitability overhead systems because I know how daunting it can be to be an incredible clinician, to be an incredible business, to be an amazing practice, but not to have the cashflow to support what you just went into debt for.   And so that's really where I'm pro like know your numbers, use the systems, utilize your team because, and I will say this again and again and again, a dentist who is financially successful and secure is the best boss to have. And health health teams, want your dentist to be successful and profitable because they're more solid, they're more stable and they're not stressed out, which is going to make a better boss for you. And so agreed. It's very daunting. It feels very scary, but I will promise you if you know your numbers,   It can feel awful at the beginning, but it can actually make it so much better for you. So thank you for highlighting that Nick, because I think I've just seen so many students so stressed about cash and staying up at night. I've had it myself. And so speaking from real life experience, giving you the tools out of that dark hole, I think is one of the greatest gifts we can give to these dentists who are already giving the gift of smiles and confidence to all their patients. Being able to do that same for dentists is such an amazing thing. And now,   Speaking of like what's in the future, shoot, DSOs are on the horizon. I think an AI, like these are two hot conversations. My doctors tell me that they are probably getting a DSO offer at least three to four times a day. And that is ratcheting up. They're getting so many offers constantly from DSOs. They're finding them. And I don't blame them. I think Wall Street is smart. They've realized that dentistry is a great business to invest in. mean, we're hearing 50 % overhead. So we've got exponential profit within.   The Dental A Team (47:19.474) Dental practices are profitable, typically speaking. And so I think that these are some things for doctors to be aware of. And I think educating yourself on making sure that you're selling or you're living your life the way you want to, rather than like just getting an offer on a bad day. So I think the DSO offers are dangerous because when you have a bad day in dentistry, it's very easy to look at that EBITDA number and say, I just want to sell. I want to get rid of all my problems, but I want to also caution and advise.   to know exactly what you're getting into because I've had some dentists sell. I think DSOs can be great for a lot of practices. I think MSOs can be great. I can see legacy practice and partnerships being great. There's so many amazing things and I don't think there's really a wrong route to go in dentistry. The wrong route I think is when you make an emotional decision that's not going to impact your life the way you want to. And so being very cautious, I think of when do I wanna sell and also what really is a good deal because I had a doctor and their epita,   They talked to some DSOs and he's like, cure it. It's going to be great. I'm going to get five mil for this. And I said, we'll call this one hometown. Like he's not the hometown, but like, we'll just call him. I got iPhone anonymous hometown now. So I was like hometown. I just want to point out that next year you're going to produce 5 million based on our block scheduling and also on the expansion of your practice that we just did. You are going to produce 5 million and they did. So I said, you're going to actually get short changed on this DSO deal. If you're like.   But if you're done with dentistry, it's a great deal. But also you're going to have to work for this person as an associate when you're going to make five mil next year, just in producing on your own and you don't even need to sell. This hometown does not want to be done with dentistry for about 10 years. So I said, you are shortchanging yourself where you can build this. You can exponentially expand into this, but you've got to make the decision of where you want to go and what you want to do. But the five million sounded so attractive to this doctor.   when they didn't realize that their practice was already producing that and would produce that with ease the next year. So I think like being really cautious of that, that you're not making, I feel like I'm so passionate because I feel like your business not only is providing for your life right now, but it's a long-term asset. And like what you guys do with the real estate, these are long-term assets that are building their wealth portfolios. Let's not, let's not do botchy investments, kind of like stocks, right? The stocks we all know just like dropped like, shoot, if you're watching that, you're going to freak out and you're going to want to sell everything.   The Dental A Team (49:40.68) but they know be stable through your investments, stay steady and not make those irrational decisions I think is so paramount because the DSO offer seem very appealing right now, especially on those like hard dental days. So that's one that I think dentists really need to be cognitive and aware of and knowing what your end goal is, what your retirement goal is, what you ultimately wanna sell out for. So that way when these offers come through, you can be educated and educating yourself more because I promise you.   I do not believe DSOs are going away. think in the next decade to two decades, we will see dentistry become more similar to healthcare. I know I'm like very hated about this. I've had this opinion for several years. My husband works in standard medicine. He works for hospitals and I'm like, gosh, like what was going on in the hospital scene is now what we're starting to see in dentistry. It's not gonna be too long before they're all bought up, but I'm also watching standardized healthcare now trying to shift into private practices and get out of the DSO.   like with air quotes around it. So I think just being cognitive of what you want to do and what you want your legacy to be. But also I don't fault you. I mean, a lot of these dentists are going to be able to get incredible retirements that they may never have been able to get similar to people buying homes in COVID. Like they're getting insane value, insane interest rates. it can be a very wise financial investment deal for you, but just do your homework. Cause I've seen some DSOs go under and people have lost pretty much their entire retirement. So that would be something I definitely highlight on. And then also watching AI.   The doctors are not into AI, they've got to get into AI. That's where I mentioned Pearl and Overjet, they're helping with diagnosis. I can already see they're riding on the wall that insurance companies, guarantee you, are probably already using AI. And so making sure that you are staying at least up to par with insurance companies, if not further ahead. Utilizing virtual assistance, think staffing costs are going to continue to be skyrocketing. And so for that, what other things can we do? like...   Opportunities force innovation. And I think we're in an opportunity zone to force some innovation and to be on the cutting edge of that. I do think right now, doctors who are not online, depending upon where you are in your career, if you're not online, having a presence on social media, if you're not getting involved in AI, I am going to caution that I think those practices very easily could get left behind unintentionally to where it might be hard for them to come back. So just even dabbling in it, getting some team members that could help you with that, I think is super important. And I would say this year,   The Dental A Team (52:04.51) I would add some sort of AI to your practice. Whatever you choose to do, just so you start to experience it, use it. There's so many things and I think honest in the next five years, I think AI is going to radically disrupt how practices are operating that I think it's important to like at least be dabbling so you're not completely left behind on accident.   You think the AI is, I mean, it's mind blowing and the applications just seem endless and hard to keep up with. you, so are you, if I hear you correctly, you're talking about AI integrations on like the practice management side of things versus patient care, right? Like patient care, so yeah. Yeah.   I think patient care is going to be tricky. I think until they get robots who are amazing, do think like the clinical side of dentistry probably will maintain pretty accurate. But I do think your front office and a lot of your systems will get changed. And I'll just highlight, there's a practice that we work with and she has, it's a pediatric practice. She's got incredible- call them? Sorry, what? What are we gonna call them? this one, we're gonna call this one, we'll just say jammin'.   so this one's jammin. I do like that we're naming all my offices. right. So jammin jammin has a pediatric practice. She's got an entire amazing team, but she has like eight support virtual assistants behind the scene for this practice. In addition, she has made her own AI bot called Amy and Amy. That's actual name of the AI bots. That one's real. didn't change it. mean, I should have called it like Joker, but like that's not really going to work jammin and Joker. This was actually called Amy. but Amy.   responds to to Jammin's practices day in and day out to make sure patients are happy. Now they live in a very affluent area, so it's very fast paced. But what I love about this doctor is she realized in order for me to keep my patients happy and to meet their demands, there's AI and I can create an AI bot that responds exactly how our practice would, but I'm actually not having to pay a team member, an actual human being to do this. And they're able to get all the needs met. That's what I mean by.   The Dental A Team (54:13.37) looking to see where can AI integrate. And I think it's going to hit your front office faster. But I think like software is meh, like that one's tricky. Software's are tricky to me, but I'm like billing. I guarantee you AI is going to take that over for sure. Hands down. It's going to take it over. I think answering phones and scheduling phones, I think are, the way we send out claims for sure. Like that's all within your billing realm. there's some softwares that are trying to act as office managers. think reading X-rays are going to definitely be taken over by AI.   hands down and I am curious and I don't have an answer for it, but I'm super curious. How is that going to impact diagnosis? I work with some practices in Canada and Australia and they're more streamlined. There's not really a lot of change. Like it is what it is. It's standardized healthcare over there. And I'm curious with AI coming in and I know I'm going to be like, I might get ripped on this. I'm welcoming the reviews because I think it's worthwhile to talk about. I'm curious how AI is going to impact diagnosis.   And what can be diagnosed and what can be actually built out which leads me to believe similar to medicine That's why there's bill like they bill out every single possible code that they can't I mean for the gauze for the cotton and I'm super curious that I don't know I think it's worthwhile to look into is that gonna impact our diagnosis and how we're billing should I maybe be looking and knowing those codes more thoroughly? Depending upon how it's gonna be. I don't know. I think that that's huge speculation on my part, but I   I can't help but think that AI is going to impact our diagnosis in a big way. We're insurance companies, which then leads me to think companies might be leaving insurance. right, like we might be going more fee for service. So then you got to ramp up your marketing. But I think that's going to be a big spin that's probably going to be hitting us in the next couple of years.   The Dental A Team (56:02.27) It's scary and exciting. don't know what else to Scary and exciting. It feels wild, right? But I'm like, don't think dentistry itself is going to change much. I still think we're going to have our craft. It's a very, very humanistic, very crafting. But I'm super intrigued. And I think for me, I'd rather take it on as like, let's be excited about it. Let's get into it. Let's see. How can we dabble? How can we influence it rather than being told like, is what's going to happen now?   I would prefer to be a pioneer through it and I think first office is to innovate. I I prefer to be like second, third, like I'm not gonna be like right on the first in case everything botches, but like second, third, get in there because these things, I don't think it's going to go away. I think it will adapt and morph, but I think it's here for a while. I hate that I didn't ask you this way earlier, but are you also, are you working with all different specialties or are you strictly general?   That's a great question. We actually work with all. So we have pediatric, GP, oral surgery. The only one we don't dabble in is ortho. I think there are some incredible consultants out there that do ortho. Ortho has its own software. It's its own beast. It's its own animal. I do work with ortho and GP, so we're very familiar with it. But ortho, I just think there's consultants that rock the ortho world, but all other specialties. We have clients within all of those and really love them in all their areas. We tend to specialize GP and pediatric, but we have clients of all.   all specialties minus ortho. Yeah, I The reason I asked is that I was speaking to, you know, an endo group who was actually starting to transition to fee for service. And I don't know, maybe that'd be a good introduction. Yeah. The fee for service world is weird. I really, offices want to cut. They want to just cut the insurance right now. And I'm like, hold please, before you do that, realize it's a retention piece for your patients. And if you don't have a great experience and you also don't have great systems in place,   and you also don't know how to maintain these patients, I had a practice to do this and they almost lost 50 % of their entire practice. So I'm really pro, like you can drop insurance and I'm not here to say not to, but I want you to be very thorough and educated on it and know worst case scenario, best case scenario. I think fee-for-service is gonna dip in a lot more, but if you're not careful, fee-for-service patients are free agents and never forget that. So they can go anywhere at any time. They're not tethered to you like they are with insurance. So making sure.   The Dental A Team (58:25.202) before you start cutting and get all excited about fee-for-service, I'm here to say do it, but do it correctly. Because I think there's a right way and a wrong way to do it. And I've seen it hit practices really hard if they don't do it correctly. Good to know. The time we spend with people like you is meant to help dentists and really end support staff all around. And they all offer different types of great information and fe

Kiera and Dana chat about ways dentists can go “beyond the chair” with passive income streams, including real estate, investments, speaking gigs, and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.802) Hello, Dental A Team listeners. This is Kiera and today, man, it's been way too long. I have the one and only Dana from our team. If you've known her, if you're here as like an OG, you know Dana from Donuts with Dana. Gosh, Dana, that's like way back in the archives. But if you're newer, you may have heard her as Dainey. I don't know if she loves that one. And then Dana, what was the one that I heard? I think it was like Dynamite Dana was the last one that I heard come through for you. So those are kind of when you're like morphing over time, but   Which one do you prefer, Dana? And welcome to the show.   Dana (00:32.799) I I think the OG of donuts with Dana is probably the one that like will continue to stick.   Kiera Dent (00:39.342) It's true. A lot of people like even at events and they see you, they're like, oh my gosh, it's donuts with Dana, which is so fun and so cute, but super happy to have you. Welcome to the show today. So grateful. You actually brought up a really interesting topic that I thought it'd be fun for us to dive into from a lot of your clients that you've been talking to of like, what are maybe some passive income ideas for dentists beyond the chair? Now let's just clarify. This does not mean that you have to actually like give up dentistry that you're not working, but   I think we have a lot of entrepreneurial minded dentists that are just starting to like get creative, want some ideas. So today, Dana and I are here to like pick your interests, just how you start thinking in different ideas. But Dana, give some more background. know this came from a lot of your clients. What are some of the things you've been seeing and hearing?   Dana (01:26.34) Yeah, I do think that you're right. I think that if you are a business owner, right, if you're a practice owner, that just naturally comes to you. And I think that people that own businesses and people that have gone and graduated dental school and become leaders are just always looking for opportunity too. I think it's just a mindset thing in that group of people. So it's come up just on calls, like, what can I do? What are some things that I can do outside of the chair? And   some interesting things that some of even my clients do that I thought would be really fun to share, to help brainstorm and give some ideas.   Kiera Dent (02:02.542) I love it. I love a good brainstorm session like this, Dana. So this is gonna be a little different podcast style for all of you coming on. Today it's more of a rift. It's more of a like, oh gosh, I think these are like a good think tank. My husband and I, we go hot tubbing and we call it our like tub talk. So it's not Ted talk, it's tub talk because that's where a lot of our best ideas come. today is a, it's donuts with Dana and Kiera. It's like dabbling in dentistry. Like, but I want it to be better than like,   dabbling outside of dentistry, maybe that's what it will have this brainstorm such as, because I agree with you, Dana, and I also think sharing some ideas that some of our clients do, obviously we mash and mix, so you can't really figure out who we're talking about, because I like to keep that private and confidential for them. But I think like, again, let's spur some ideas. So Dana, I've got some ideas, I know you have some, but let's take it on of what are some of the things that dentists can do for this passive income? But wait, before we go there, I also feel like it's important to say why.   Dana, you mentioned about like a lot of these offices, these dentists want something beyond just dentistry. I also think for me, it becomes an insurance policy. Like dentist, if these little hands right here, if they break, well, that's your livelihood. So I do think for some dentists having passive revenue, passive income, coming through generating different ideas means you're not as dependent upon your hands, but more able to do that out of like desire rather than necessity.   So I think it's a good morphing and it doesn't have as much stress and pressure from what I've seen from doctors that do it. But again, those are maybe just a few ideas within our dabbling in outside of dentistry talk today.   Dana (03:42.022) Yeah, I think it's an exciting one and I will usually always preface the conversation with like make sure you have a good financial advisor too because some of the things is Make sure that the money you're currently making can also potentially make you money. So just really connecting with a strong financial advisor so that you can maximize the money that's coming into you from your practice, whether it's in investments, whether   It's in bonds, anything like that. Connect with a strong financial advisor and they can help walk you through any of these ideas we roll out today in our talk that just helps them make better decisions.   Kiera Dent (04:19.886) Couldn't agree with you more because also it's fun when you start to make these extra passive income ones Don't forget depending upon how it's set up what it's structured what it is Well, this could also incur a higher tax bill for you. I'm never opposed to you made more money no, I've got more tax But if you don't plan and prepare for it then instantly that can become a cash flow crunch for you end of year So agreed and with all things we are not financial advisors. We are not here to give you legal counsel We're not here to give you financial counsel. We're just here to riff with you   And then you need to make sure that you take this on and get the appropriate advice for your specific needs because truth be told, it varies from client to client, state to state, location to location, and scenario to scenario. So what I do and what works for me, what Dana does, they're not the same, but again, today's a fun riff. So Dana, let's kick it off with what are some of these ideas that are brewing that you've heard?   Dana (05:06.222) Yeah.   Yeah, I mean, I think real estate is definitely something that a lot of dentists look at as like a more of a passive. I It depends on how passive you want it to be versus how active you want it to be as far as a supplementary income. So I think real estate is one. I think silent business partner in a business that is of interest. I mean, we have a mutual client who I think is in real estate and maybe even a farm. So there's those things.   Kiera Dent (05:35.738) huh, true, it's true.   Dana (05:39.352) and I've got another office where she is a spokesperson for a pretty big oral health company. So she does podcasts for them. She writes articles for them. She speaks at some of the conventions that they are at. I have heard of a dentist who created webinar series on a procedure that he felt like he   was really strong in. And so I just feel like sometimes it just takes thinking outside the box, thinking about where your passions are, thinking about what you might enjoy spending your time if it's more of an active pursuit. So I think that there's endless ideas really.   Kiera Dent (06:20.226) Mm-hmm agreed and I think like let's dig a little into real estate. Let's talk about this a little more I am no real estate professional on this there's different pieces, but we'll dabble a little bit venture out into that just so you can hear a few things because I am very passionate about real estate and I'm very intrigued by how to it started because I met some people at Tony Robbins like surprise surprise started chatting with them and I started meeting a doctor community surprise surprise because I wanted my husband   to look for ways to not have to be always working at the hospital. I think hospitals are a little more grueling than dentistry, not as forgiving. And literally there was no way for my husband to get out of it. And I thought, well, shoot, we don't have kids. I wanna travel. But you're my travel buddy and you're always at work. So I started meeting these people and we started talking. And something I really was impressed by was they actually started talking about how...   Like as doctors and dentists, we have it a little bit different. You don't have as captive an income as say a lot of medical professionals do. My husband, there was no way for him to make more money. Unlike in dentistry, you produce more, you're able to create more. And so what they do is there's actually a thing called rep status where you can actually, there's a couple different ways to do it. And again, I'm no guru on this. It's just giving you a couple of ideas to look at. But if you get rep status, so a lot of times people will have their spouse.   become the rep status. So for example, in my situation, let's say I didn't work at dental team, let's say I had a lesser job right now, I would not be the right candidate for this relationship. But Jason, he's working at the hospital. I'm a spouse, I'm staying at home with the kids, or I'm working maybe only part time, I have more hours. What we can actually do is I can take on rep status, so real estate professional status. And what I can actually do is I can offset with deductions within our real estate portfolio, all of Jason's tax within his W-2.   So it's a really good way for you to actually make more on a W-2 by offsetting. Now there's a secondary loophole on there for short-term real estate where you can be full-time working, but you can actually get short-term real estate in there and you can actually offset again through rep status. Now rep status are, there's like a lot of rules. So go read up on it, go talk to your financial advisor, go talk to your CPAs about how you get this rep status and see if it qualifies for you because like this is something my husband and I have looked into exponentially to figure out, hey,   Kiera Dent (08:38.68) How could we offset this? Because if I can keep the taxes that I'm paying from our W-2, is there possibly a way that we could reinvest it? So now maybe you wanna do it, maybe you don't. There's also ways if you don't wanna be that involved and take that on, or you don't have a spouse or a partner that can help you with it, then other ways that you can do it are actually through syndications or being like Dana was mentioning of being a lesser buyer into it, where basically you just put money in.   Those ones, they're a dime a dozen. There's a ton of them. And so usually the best deals are found through networking. So if you're interested, odds are your financial advisor probably knows someone. I know there's quite a few dental groups. I will put some asterisks around that bet. Some of the dental groups that I heard, I will not mention names. There are some dental groups that were doing investments that actually a lot of dentists lost a lot of money on. So just make sure with any investment, guess what? It's risk. We're like high five. And the best advice I was ever given on investments was   same thing with like loaning money to people. Once that money is gone, I kiss it goodbye. Yes, I hope it comes back, but I have to be okay losing that money and it never coming back to me. So I think that there's other ways, but also let's not forget like investments, like putting money and maximize like for me, I utilize taxes and savings on the company. Those go into high yield savings accounts. I am still having true passive income off of those investments. They're not invested. They're just sitting there. I have to keep the money anyway. Why not have that?   come back to me and some returns that way too. But I think those are some fun ways to look into real estate in some different zones, which again, I didn't even realize it realize and my brother didn't realize and several people I've talked to about this real estate professional status that you can achieve that will truly offset those W-2 taxes. So looking into that might be a fun way for you to see it. I am one who I know I'm not going to be getting the phone call in the middle of the night. I'm not going to be going doing the plumbing. Jason, he built custom homes.   He still doesn't want to do it. We might do short-term rentals. And I was like, well, what are you going to do with the freaking snow, Jay? He was like, don't worry, Kiera, it will be an upfront cost, but we're putting heated driveways in. I'm never going to have to shovel them ever. No liability on us. just looking, and I know there's some really fun things, again, depending upon your area, but you can actually pick up some short-term rentals. Again, you've got to look at the areas. You've got to look at the zoning, but there's a lot of small houses that are like kit houses that are 20 grand, 30 grand, 40 grand. They literally come as a kit. You just need to...   Kiera Dent (10:59.358) slab it and make sure that there's sewer and water to it. But those who can then rent out is like really cool Airbnbs too. Now Airbnb is hot topic right now. I don't know how much people are following it, but there are a lot of places that have been zoned for Airbnbs. Like we're even talking Dallas. I'm familiar with this because I live by Lake Tahoe. Lake Tahoe, a lot of those places were zoned for short-term rentals. And then after being purchased, so people have had these for years,   they're actually being rezoned into residential, which I think is totally shady. There's opinions on both sides of this of like, yes, but we need housing. And I'm like, yes, but they bought it. But again, it is another investment. So it's not an always guarantee. But Dana, I just went on a real estate rant. Any thoughts that you've got on that? Because I agree. think real estate is usually where a lot of people do venture in. I mean, there's storage units, there's short term rentals. Well, excuse me. There's like farms. There's other things you can get into a lot of these pieces. But again,   Be careful, do your homework and realize that money once it's gone, it's gone. Like hopefully it comes back to you, but maybe a few ideas in that realm too. Dana, thoughts, cause I really went on a rant on rep status.   Dana (12:05.72) No, I love it. I think I learned something too during this podcast, which is awesome. And I agree with you. I think it just comes down to doing your research, knowing how much time you want to invest in something, knowing how much work you want to invest in something. And also too, how much money do you want wrapped up in things like that? And so I love that walkthrough of it.   Kiera Dent (12:25.664) And Dana, as you said that, I also was thinking about Ryan Isaac with Dennis Advisors. He's my financial advisor and he reminds me that like really the biggest way to make wealth are independent businesses, real estate, and then like private equity and venture things where like you're going into venture capitalism. And so I also want to highlight while yes, we're talking about these getting outside of the chair, never forget that your business is your greatest asset in a lot of ways too. Now.   For me as a business owner, I sometimes love all my eggs in my own basket. Other times I absolutely hate that my eggs are all in my own basket. So, but never forget that sometimes even investing like hiring an associate in your practice or expanding what you're able to do in your practice or expanding your hours or opening up more chairs, that's also a way where you can get, I mean, truly, I'm not trying to like sound like unreasonable.   That's passive income. You have someone working for you. I get that you have to still own the business. You still have the liability on it. So it's not as passive as say a syndication, but you have somebody literally in your practice that's producing for you that they may be taking 30, 35%. Yes, you still have the additional overhead of your team, but that is passive in a lot of ways too. So I really want to highlight like, don't forget the greatest asset is your business, but you might want to have an insurance policy around that where you have other revenue streams, not just dependent upon the practice. Dana.   thoughts on that because I think people forget that their businesses are an asset as well.   Dana (13:52.536) Yeah, I agree with you. you know what, too, I think that sometimes I've seen like even just getting creative with your space, right? There's offices that are doing dental assisting schools within their practices. I've got a couple offices where they've got myofunctional therapists coming in and they're renting space and they're using operatories that they're not ready to build out yet. So even if you have space within your practice, what can you do with that that can generate some passive income? And I love, like you said, like it is your number one investment and probably the   easiest, simplest way for you to continue to grow and expand your portfolio is growing and expanding your practice.   Kiera Dent (14:28.238) And Dana, as you said that it reminded me, I have a friend who's a dermatologist up in New York. This woman was smart. There's a business that's doing it and I wish they were doing it a smidgey better. I've thought about doing it. But what they're actually doing is they're like renting out professional spaces to other professionals. So she's a dermatologist. She's only there three days a week and she literally rents her space out to like an optometrist or something. Like it's literally like someone within the healthcare field. She's like, here, I get paid to have my space.   by someone else coming and using it. So also maybe can you moonlight your practice? Who could come in? Like I love these had myel functional. I've seen some offices where they have a spa within like eyebrows, microblading, facials, like literally you don't even have to that as a service within your practice. It's just like one little nook, one little space or when you're not there after hours, obviously check your liability insurance with your building space. But I have seen a lot of offices doing that as well.   Like I think that that's so clever because I'm like, I already have this practice. I've already paid for it. And now I get to just have basically a renter within my space in a different zone. I love the dental assistant program. feel like it's a win-win. You're giving to the community. You're also able to cherry pick your best dental assistants. Like so many cool things for you to be able to do within your space. And some offices even have built like really cool lecture spaces and then they build a dental community and do study clubs within their area.   they get paid to host it at their location as well. You don't even have to be there. You can just have the space that somebody rents out from you. And hey, perk is you get all these these benefits of listening to these great speakers come in. We've done that in like several areas. We've spoken at those groups. I think it's a I think you're right. Like what do you have? What can you do? Jason and I love like we literally love in our tub talks to sit there and think of ways to make money. I will tell you door dashing is not my number one best idea. We did try it.   I was, I didn't realize like how hard it is to make money. Like it like humbled me a lot. But like there's so many little ways that you can actually do stuff outside. Like look at your home office, could you rent out spaces? Like there's just so many crazy cool things that we're able to do. I think you can create a lot of income in a lot of ways if you're creative with it. I also love the dental assistant one because you can have a dental assistant make more money by running the program for you. So you're getting the benefits, the assistant's able to grow and you're coming like   Kiera Dent (16:51.508) wins all the way around, again, depending upon your state, because there are laws around it. But gosh, like I get nerdy on this type of stuff because it's fun to think outside the box for sure. So Dana, talk to me about speaking gigs, because I'm sure people are like, how do you get into that? How do these people get into this? Like writing webinars, becoming a keynote speaker, becoming an expert, writing blogs, because I think a lot of people have passion for that. But how do you actually do that and get into that?   Dana (17:16.826) Yeah, and I think it comes down to the same thing that you said about real estate is networking, right? Going to conventions, starting by even writing things, right? And then and maybe speaking on a podcast, right? And then maybe writing a peer reviewed journal article, and then just growing those things, networking, reaching out and letting people know right? Companies that are a part of whatever you want to speak about letting them know that you know, you are experienced in that, that whatever it is topic.   And that you are available to speak I've had it I had one doctor that like just video like did a video presentation and sent it out to conventions and to people in that industry and Other office or other dentists that just started out small started out with simple articles started out just with networking letting companies and and Areas know that they were available   Kiera Dent (18:12.782) brilliant and Dana as you said that I do agree like get on people's podcasts I can tell you how many clients have had like hey Keira I have this great idea of like selling charts or have this great idea that I'm super passionate about how to make composite crowns you guys I don't do any of that that's not stuff that I do I am NOT a clinician so we are a great podcast for you to get it then you say I've been like I've been on this podcast I've spoken to this place I love like just being a little scrappy there's several people that do things like this I also think if you're really passionate about something   Put it on your Instagram too. You can start to showcase your work. I know some people have become pretty popular on social media by doing cosmetic dentistry, by doing composite veneers in certain ways. like, I also think don't sell yourself short. There's probably some cool things that you do. And Dana, I'm just going to throw another idea because I forgot. I do have a client that does this. They are an expert witness. I want someone else to do it. Someone else go become an expert witness. Or if you are an expert witness, I want you to talk to me because I to put you on the podcast. Like you can get on with me.   but an expert witness is one, like I literally have a client and they tell me like, all right, Kara, gotta go meet with this person. And they make a truckload of money by being an expert witness as a dentist in like crimes. And I told my husband, was like, go be an expert witness in pharmacy. And he's like, I'm not doing that. I don't wanna get close. Like that creeps me out. But I'm just gonna throw, that's another random idea out there that I think again.   I'm hoping someone on the podcast is an expert witness. Please, I want to podcast with you. I want to hear your stories, your ventures. And for all of you listening, if you are someone who does real estate really, really well and you figured out the rep status or, I want someone who's not like dabbled in it, I want you to be a freaking expert on this. Like you've done at least a couple of things in it, or you're a speaker at locations where you're getting paid for that as a side gig, or you have a dental assistant program within your practice.   I want you to reach out Hello@TheDentalATeam.com because I'd love to get you on the podcast. think sharing our knowledge, sharing with each other, I think it's freaking fun. And I think like, Hey, let's all rise each other up because guess what? You're probably not going to be a forensic witness at the exact same space everyone else is like, they need tons of those people. So anyway, Dana, this was a fun rift for me. Thanks for, thanks for rifting with me. Any last thoughts you've got as we wrap up.   Dana (20:24.9) I think just get creative, right? Find, figure out if there's something that you're passionate about. Figure it out if you have space for something. Figure out what it is that you really want to spend maybe some extra time doing. And there's definitely ideas that fall around it.   Kiera Dent (20:39.596) I love it. Dana, thanks for bringing this brilliant idea. Thanks for doing dabbling outside of dentistry with me today. Dabbling outside of dentistry with Dana today. Thank you for that. It was always a good time. And for all of you listening, this is what we love to do. We love to help dentists get the freedom to be able to have the creative space to think outside of just their day in day out. So giving them the ability to build their practice, build their leadership teams, be able to create. So that way you're able to think outside and also to help offices think in these ways and get them connected to people.   that are resources. if this is your world, or you're like, Hey, I'd love to have a little more mind space out there. I'd love to have less stress on my practice and more creative space. Reach out. That's what we're experts at. We're helping to help you and your team. So reach out. Hello@TheDentalATeam.com. And as always, thanks for listening. Catch you next time on the Dental A Team Podcast.

Kiera shares exactly how Dental A-Team helped a practice with over $2 million in accounts receivable break even — and learn how to never fall behind again. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:01.848) Hello, Dental A Team listeners. This is Kiera and welcome to the podcast. I hope today you are truly just so happy. I hope that you are honestly just living your best life and I hope you know that you're truly doing better than you think you are. So you guys, this is where we are. We're here to help you. Dental A Team is obsessed about helping you and your team thrive. To be able to give you guys the guidance that you need to navigate the challenges that we have in dentistry. so welcome. This is what I'm obsessed with. I hope that you just know that I   I truly love and adore this podcast family. I'm so grateful for you. I'm grateful for you sharing this with your friends. I love, love, love seeing you tag us when you're driving to work or listening in the car or taking us on a road trip. And my goal is to be always something of value for you on this podcast that you can go and implement immediately to make your life and your practice even better. For those of you new, welcome. For those of you who are OGs, welcome. I'm so happy to have you here. As always, please.   like and subscribe and leave reviews for our podcast. That way we can reach all the practices truly out there. Right now we have impacted several, but I know there's thousands of other practices that we could reach and guide. And the only way I can do that is through your help of sharing this. So as always, if you've shared, thank you. I just gave you a high five or a hug to say thank you. And I'm so glad that you're here. All right. Today I'm going to give you some quick tacticals on some billing help.   how to handle old balances. think old balances are just annoying and I help practices with this all the time. Just to give you a little story, I kind of like stories on podcasts. I'm usually I'm here to rattle and roll and today I want to just take you down a little bit of memory lane. But there was a practice who reached out to us and wanted us to be a consultant for them and asked us to help them with their billing department. And I was like, all right, sure, like we do this. I'm more than happy to help you out. Let me know what you need. And this practice said,   Well, Kiera, our over 90 and our total amount is about 2 million. And I was like, that's all right. It's not the worst I've ever seen. Tell me a little bit more. And they said, we literally have no handle on what we're doing with billing. And I was like, fantastic. So we got on. We started working with, they had a few different practices, 2 million. Could you imagine? Like, this is why I get paid what I get paid. Because we go and we find these little money holes in the practice and we patch them up.   Kiera Dent (02:20.622) and we're able to add all this money back into your practice and to help you put systems into place so this doesn't happen again. I think that's the biggest thing is let's make sure this does not happen again. And so with this practice, what we ended up doing was we started checking in Trulie every single week with this billing team. We created spreadsheets. We had them download the AR.   We prioritize which balances for them to go after first. And then we started like just chipping away at it. And we were heavy on our accountability. You better believe that I was hot to try on this practice. And it was every single week I was getting a report and update how many claims that they worked through. We looked to see, I think we had over 5,000 accounts to go through. So what we did is we said, all right, I'm gonna grab my calculator. I don't know off the top of my head. We said, all right, 5,000 accounts. We are working 20 days.   That means we need to get through 250 accounts per day. We had three people working on it. That meant 83 accounts per person. Now that's not realistic, right? And so what we did is we took those 5,000 accounts and we did that over three months before we ran a new AR account. That way they could feel like they could get through that because then you have 5,000 charts. We have 60 days to work, right? 20 days times three. And then we had three people working on it that broke it down to about 25 to 30 accounts per day.   that felt a lot more doable. Now remember, a lot of these accounts just needed to have a resubmit from insurance. It was a denied insurance claim because we didn't attach an attachment. Others, we just need to call and collect from a patient. Others, there was more work that needed to be done that we had to dig into. And then there was the dun-dun-dun-dun, old accounts. Like, what do I do with these old balances? We can't collect on them. And so that's really where we started to work. And so with this practice, it took us   Truly, I'm not exaggerating, it was about six months before we started to get a good handle on it. And then like at a year mark, they felt like very confident we were able to get through all the accounts. We had good processes in place. We started collecting when people were coming in the door and that way all those accounts of this billing team looked to see who on the schedule we could collect from. Because that then, instead of just these three people working on it, we also had all of our front office team working on it, all the back office team, we were prepping the route slips.   Kiera Dent (04:33.774) which a lot of billers will tell me that just feels like a waste of time, Kara. I don't want to do that. I don't want to prep these charts. And I think, yeah, but think you probably see, I don't know, 25 to 70 patients per day. And if we could collect on all of those that come through and collect those balances, well, now I'm not having to go and like look for all this stuff everywhere else. I can just get this done like in real time. So again, I'm a person of let's work smarter, not harder. And so this practice started doing that. So that became a system of then we chart prep.   consistently making sure that, my gosh, like let's get all these patients there. We put into a process for the front office to collect at time of service when they checked in. And then we also made sure that we were really good on our treatment estimates to make sure that we didn't get into this hot water. And the reason this office got into hot water is not because they were doing anything wrong, but because this practice did not consistently work there.   their insurance. And so they got all these old accounts, they got all these old balances. And guess what? That's no fun for anybody. That's not fun for the patient. That's not fun for the practice. That's not fun for cashflow. That's not fun for the billers. I mean, gosh, like when I look at 5,000 accounts, I'm like, all right, we got to work. Like we've got our spreadsheet to get through. And so for these practices, I just want you to know that no matter where you are, there's still hope. If we can help you on that, by all means reach out. Even if you're not there yet, like that far.   Let's great, like let's catch it because the ultimate goal is that you have no more than one month's worth of production in your total AR. So if you're producing a hundred thousand, then guess what? I want no more than a hundred thousand in your AR at any given moment. Also, I really watch your over 90 accounts because those can tip to where they're no longer collectible. So what I recommend we do is when I'm working with a billing team is we're going to start with those big balances and then like, let's make a big hit. Like let's do a good impact.   So I have people put it on an Excel spreadsheet. We have it color coded. It's actually so simple. And once billers get into this rhythm and doctors, when you have it, it becomes truly like flawless. It's so beautiful. It's so easy to do. So we put it in there. We sort it. You can use it and sort the list and sort your AR list. So that way I can look usually within your over 90. It's usually held up in like five to 10 accounts. So what we do is we actually go hit those accounts that are going to give us the biggest bang for our buck and our time.   Kiera Dent (06:48.238) and we're gonna go try and collect on those accounts, figure out what's going on with those accounts and try to collect. Now, when I have an office that has a lot of really, really, really old balances, there comes a question of, we just write this off as bad debt or do we try to collect? And my opinion is you did the work, let's try and collect whatever we possibly can. So on those offices, I usually send out statements. You'll be shocked at how much you actually can collect from those old balances, that old debt.   And then we go, we try to collect, I usually send one, two or three statements, depending upon the practice and the doctor's choice. I do not think it's aggressive to send three statements. I also call, I'm making sure I call these patients. You can even let them know like, hey, we're updating our system and we noticed there was an outstanding balance. So we needed to get that collected for you. This is the total. And I can take Visa or MasterCard, which do you prefer? Collect right over the phone. It's very simple. I know it feels weird. It's like, my gosh, we were supposed to have collected this a while ago.   Well, high five, we updated our system. Hashtag we updated to actually looking at it is what we're trying to tell people. We should have collected this. We didn't, but now we have a process in place where we do this every week. And then from there, what I like to do is have you guys truly start collecting on those calling. I am amazed at how many practices do not call. Also amazed at how many practices do not have an online payment portion. Well, that's a really easy way to get old balances. Cause if you're expecting them to call during working hours or send you a check,   or write their credit card on a little piece of paper and send it back to you. Well, we've just made it to where it's like so much of a time delay. Why not just have them get on the phone, get on a call with you and start making the outbound calls. I just gave you the script, use that for your team. That's how we start to work with these old balances. So now we've tried to collect everything. We're working on it. I also am very sticky that our billers are working at least two days a week. Billers, I'm going to tell you, you can work more efficiently. And I say that with grace and love and a hug.   Because I don't want you working on this all the time. What I want you doing is I want you clumping things together, clumping insurance plans together, looking for all the patients that I can call, working A to J and then my, what is it? JK, K to Z. So we work those every other week. We're sending out statements, we're sending out text messages, and we have a rhythm. I have a billing calendar that I share with offices so that way we don't get off track. Yeah, you're going to have some hard work to do at the beginning, but once we get this on track and we have a system, guess what? You'll have to work on it like two days a week.   Kiera Dent (09:08.75) It really does cut down time and doctors, just so you know, again, that's pending upon the size of the practice. When we have multi-offices, it's a full-time job. When we're at one practice, one provider, it should be a two-day job for billing. Now billers might hear this and they might be angry with me. Billers, I'm saying that not because I think that you are doing things wrong. I'm just saying that most offices can do it that way. So let's give you the efficiency tips. Let's help you out. Let's make sure that you're able to do it too. That way you're able to...   Do this in the most effective and efficient way as possible. My goal is to not waste time. Let's not waste time on hard things, but let's actually do things that are fun. You can also outsource this to third party companies as well. That can also help. They're working. They're hugely less expensive. So if you're struggling with billing, those are some solutions. So I promise you old balances. We've now gone through, we've done all this. We still have debt.   We still have these balances that we can't collect. We've sent out our three statements. We've been contacting them. We've called them three times. This has also been documented in their ledger. So we know it's really been done. Doctors, can run reports when it's documented. I usually do made up codes for these, but that way doctors, can run reports to see how many of these procedures are actually being, or how many of these calls are being done consistently. okay. Now it's a choice. You have choices. So depending on how old it is, what I usually like to do is I run my AR report.   And then doctors, it's your decision here. I'm not going to tell you what to write off. All this money is technically owed to you. You did the work, so you get to decide what you want to do. I'll tell you my preference and I'll tell you what I usually recommend. But at the same time, this is your money and I want you to know you are entitled to every single penny that has been billed in the practice. I usually recommend anything below $20. If we can't collect it, it's not there. There's no way for us to collect it. Just write it all off. I also like to do this at a strategic time point.   where it's probably at end of year or end of quarter. So that way I know at this point in time, I wrote off all this bad debt because then we can move forward and we know that was like a bad time. We're never doing it again, but this was my one time. So anything $10 or less, $20 or less, just write that off, get that out of the accounts. It's gonna clear up quite a few accounts for you. Then, well, and before we do that, we've tried to collect also any person who has a balance on their account.   Kiera Dent (11:27.79) I don't usually think sending someone to collections over $20, that's not my jam. I'm not usually a big proponent of collections, but again, every penny is entitled to you. So you decide what's best for you. So we write it off and then from there we get to start deciding what we're gonna do. Are we gonna call these patients and do a 50-50 split with them to where if they pay 50 % today, we're then gonna write off the additional 50%, but most likely they're probably not welcome back in the practice. Are we going to send them to collections?   Are we just going to say these balances are never going to be collected? And we like pick through them and decide, but doctors, once we have this bad debt, it's your decision to decide what are you going to do with it? Look to see how much it's there. Look to see how much we've contacted them, called them. Can we do anything else? And then we really get to decide, we write this off? Now, if you do write it off for bad debt, it does need to be adjusted off. There needs to be a note on that practice, on that patient. And that patient does not get to come back to the practice until they've paid their debt. Let's not get ourselves back into hot water.   but that's how we're gonna handle these old balances. And I know this feels like icky sticky, but when we get to this, like that practice, we worked on it six months, eight months, nine months. At the end of the year, we decided, we showed the doctor, we said, this is all, this is everything we've collected from this 2 million pile of these 5,000 accounts. And here we are. And I think we ended up writing off about $50,000 at the end of it, which that feels like a bad day, but $50,000 out of 2 million, I think they did a really, really great job.   We had bad systems in place. We didn't have people collecting consistently. And that was the reality of where we got. But they then moved forward and we made sure we were at 98 % collections. We kept that claim amount low. We kept our AR low. We made sure we never got over one month's worth of AR ever again. And this practice is happy skipping along, but it was hard work. So I want you to know that it is tricky, but it is doable. And this is hopefully a quick tip for you of how you're able to handle those balances.   Now there's a lot of other pieces, there's a lot of other options, there's a lot of different things. I just kind of gave you a highlight reel today that hopefully will take you through to see, all right, what is my AR? Am I at one month or less of my AR? What are my highest balances? And what are my oldest balances? Can I get those collected? And then what do I need to start writing off? So those would be some of my quick highlight tips for you to get started. You know at Dental A Team, our passion is making sure that you are so successful.   Kiera Dent (13:44.76) that you're able to have the know-how, the things that you need to do, the things that will make you the most successful, and also the less stressed, and also to help your team, because I know doctors, you're not taught this in dental school, this is really tricky, and so this is what we're able to do. We're able to work with your billing team, we're able to work with your teammates, and the entire practice, including yourself, to understand A, what is the process, B, how do we get ourselves out of this mess, C, how do we never get there again, and D, how do we make sure that this is something that...   literally becomes a system that is forever running rather than something that's person dependent. So that's what we're about. If that resonates with you, I'd love to hear from you. Hello@TheDentalATeam.com or just go to our website and click on a call or DMS. Either way, I'm happy to help you. If you're in a billing sticky spot, I'm happy to assess it with you, give you some free guidance, get you on your way, but always reach out. Hello@TheDentalATeam.com And as always, thanks for listening and I'll catch you next time on The Dental A Team Podcast.

Kiera gives listeners a “choose your own adventure” challenge for planning practice growth. She touches on comparing your growth to others', how and what to expand, taking advantage of opportunities (or not), and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.856) Hello, Dental A Team listeners. This is Kiera, and I hope you are just having such an amazing day. I hope that you remember why you went into dentistry. I hope if yesterday was a bad day, today's a better day. And I hope that Dental A Team podcasts truly boost your spirits, lightens your mood, and gives you tactical tips that are gonna be able to make your life incredible because at Dental A Team, we're obsessed about making your life happy. So today, I wanted to get on of a choose your own adventure. This is kind of fun. I think it's fun to just kind of like...   dabble in where can our practice go? What are some ideas? What are some things to think about? And we do this with our clients. And I just got jazzed about this one today. It was a really fun one that I chatted about with another office. And I thought, I think our Dental A Team family needs to have this. So if you are new to our Dental A Team podcast, welcome. I'm Kiera Dent. Dent really is my last name. I just make the joke. That's not really a joke. It's my real life. I had to just get three fiancees to get this last name. I didn't marry any of them. I just married the last one and   I love dentistry, I love helping practices, our team loves helping offices. We truly are experts at what we do of helping doctors and teams come together to have the best practice, the best opportunities. We fly to your practice or we do it virtually. Both are super incredible. We also have an in-person doctor community that we go to as well, which is really magical. And really our goal is to make sure that you are living your best life, that you are profitable and that your team is thriving. And so really, and we're the experts.   that do this. We have been team members ourselves. Every one of our consultants have been team members. They grow multiple practices, to hundreds and hundreds of thousands of millions of dollars. So we, are experts at doing this and we love to just share resources to help you and your team be absolutely the most incredible that you possibly can be. So with that today, I wanted to just dabble on a choose your own adventure, giving you a short tactical choose your own adventure. So there's a practice. So this is kind of an office autopsy, if you will.   There's a practice and they started out kind of small. So they had a few ops and don't worry for all of you listening, I do smash a few practices together so you'll never know which practice I'm talking about. And I do that intentionally to keep practice confidentiality. So with that, this practice they started out kind of small. They had four operatories and they were in that practice for about five years. The doctor was taking on about 1800 patients solo. That's a lot of patients. And they were just booked out.   Kiera Dent (02:25.72) They worked four days a week and they knew they wanted to expand. So they expanded to 10 operatories and within about two months of expanding, this is not an exaggeration, they had basically outgrown their space. So they had another associate that they hired. They brought in more hygienists. So they had four hygienists and they had an opportunity to add another associate and also another hygienist. And it kind of was coming to a crossroad of what do we do? And so I want to just place this for you in practices and I'm going to bring a bunch of   choose your own adventure because I think a lot of times thinking outside the box really becomes something we don't do. We feel like we're living in a day in and day out. And so this practice made me think of like, let me bring to the table some options that I've seen with other practices for you to not compare, but to create a What do I want my practice to look like? What do I want my life to look like? So step one is that I'm really, really pro whenever we work with an office is A, we've got to know what you want to do. And I usually like to do it in 2-5 years stints.   thinking about your kids, thinking about your age, thinking of who you are, where are you gonna be in the next 2-5 years? So when we look at that, But then I also wanna take it and expand you out to 10 years. Reason being is because decisions you make now actually might impact where you wanna be in 10 years. So for example, with that, if you were choosing your own adventure, let's say in the next 2-5 years, you're like, gosh, I really wanna scale back, I wanna be home with my kiddos, I wanna do some different things, that's really what I'm looking for in the next 2-5 years.   Well then kiddos get older, they're in school or maybe your kids are graduating and you're like, gosh, in like 10 years, I actually want to be building a bigger practice. With that, if we scale down now in the next 2-5 years, your 10 year plan is actually gonna really be a problem because now you're gonna have to build it back up because you scaled it back down. So maybe there's a way that we could get you to scale down now without killing your patient base that's going to help you within the next decade of your life.   So that's where I really love this choose your own adventure. And I get so giddy about this and I love helping doctors dream and I love building out dream boards with our doctors to help them see, all right, where do we wanna be in 2-5 years? But then where do we really wanna be in the next decade of our life and or the legacy of our practice? Because for some, some wanna grow these massive practices. For others, they wanna just have a solo practice. Something I'm really like, this is where I'm gonna get on a rant in a soap box.   Kiera Dent (04:44.738) I get really frustrated with offices that are just growing for the sake of growing. They're looking on social media. feel like social media is such a blessing and a curse because we compare and we're like, gosh, like, what am I doing over here? I'm just schmucking over here and I'm not really building a practice. And my gosh, I only have four ops and they have like 17 ops. And what am I doing over here? And gosh, that one just grew. And this one has like 12 practices and like, I'm just sitting over here in four ops. And I really get annoyed by that because   There's no reason to grow unless that's ultimately going to serve your life. And I really want to hone that in today of is your practice serving your life or are you serving your practice? Because you can have whatever life you want to live. Some people who have 12 practices are like very miserable. Yeah, they look great on paper, but their life is miserable. And I think about that ballerina picture. If you haven't seen it, go do a quick search where a ballerina is on point. So that means they're standing on their tippy toes and they're in a beautiful ballet slipper.   And the picture says like, everybody wants to be a ballerina on point until they see the work that has to happen. And the other foot is like this bloody ripped up, like the toes are gnarly. And you think about like, you can't see that behind the beautiful ballet slipper of this gnarly foot that's been like beaten thrashed and like, just chewed up and spit out on the other side. And I think about that often about these offices, like, we don't see what their life is like, we don't see.   the problems that they're having. And I'm also not here to say that growing is bad either. I'm not here to say that if you're like 12 off, isn't it like, gosh, like my life's terrible and I wish I was a four off practice. I'm tired of the comparison. I'm tired of people just feeling like whatever they're doing is not good enough. And I think that that comes from comparison left and right. And so when we look at this, choose your own adventure, I also think it's choose our own adventure, but let's also choose the life we want to live. Choose the life that's going to make us freaking passionate. Choose the life that's just going to inspire us and do all the things that are.   are going to be great for us and then be able to just flourish from there as well. So when we say that, with this practice, the choice is where do I wanna be in two years? Where do I wanna be in five years? And where do I wanna be in the next decade? And then there's options that we can do. So for example, with a practice, four ops, they have a choice. We can expand, we can maybe go next door, we can maybe find an op within our practice.   Kiera Dent (07:06.574) Um, but what is the reason why for this office, what they were doing is they had so many patients, tons of patients, they couldn't see them all. And so they wanted to expand. So they knocked out the wall. They made it a 10 out practice. They were only going to do eight. And I said, Nope, always go for more ops. You will never be sad about adding more ops in. This doctor was so grateful that they added more ops in, uh, gives more choices, more opportunities, especially when you're growing that way. So now it's a matter of, all right, what do want to do from here? Do we want to keep growing? So that would mean we might expand out, bring on other people.   Could we expand our hours so that we're not having to expand our days? Could we bring on more providers? What are some of the choices that we could do? And I think getting really creative in the space that you've got. So it's not always having to expand out, but could we add an operatory? Could we expand hours? Could we add another provider? Could we, if a doctor wants to pull back and only work two days for right now, but we don't want to drop our patient base, can they work two days and then maybe come in and do hygiene checks on another day to fill a doctor's schedule? I don't know what are the solutions? What are the things that we could do?   are the things that I really love for you to look at. So when we look at that then, the next thing we're gonna ask ourself is, this is why it's important to look at your two year and your five year and your 10 year. Then from there it's, okay, we could keep doing that, we could scale back. Or if we have too many patients, maybe we consider dropping a few insurance plans. But be careful, because if I drop those insurance plans and in a decade I want to grow my practice back up, well, it kind of is like cutting my arm off and then I need to use my arm in the future. So what are some solutions that we could do now?   Maybe with something where we say, is where we wanna be. This is what I want my life to look like for the next 20 years. Awesome. Then we know we can scale back. We can start to be more fee for service. I have a practice in there, six ops. And they're like, here, we're going out of network. And I was like, are you sure? And they're like, we don't freaking care. They have their new patients wait for three months. But guess what? They're busy and they know that they don't wanna expand any bigger. They want six ops. They wanna work four days a week. And they wanna be home with their kids for the next two decades of their life.   They are so clear that now they're making decisions that impact their life rather than dictate their life. And so that's really where it's choose your own adventure. Do you wanna maybe scale back and only work a couple days a week? Do you wanna be working five days a week? Do you wanna have you and one provider? Do you wanna have you and then two other providers so you can scale back and maybe do some other things? Do you want to build a bigger building? I know I've got some practices that are like 17 ops. Gosh, I've got one that I think is pulling in a 50 ops.   Kiera Dent (09:32.12) practice. That's insanity to me. I'm like, you're going to have to be like a hospital with a parking garage. Like that's not even a joke. It's like a 50 bed hospital, but it's a 50 op practice. Those things sound so dreamy, but again, that's fun. And if that's your vision, but this doctor has been practicing for about 20 years, who's building a 50 op location. but looking to see what do we want to do? Also, I like if you're in this practice and we're kind of bursting at the seams, there's a practice that I've got where we expanded them out, similar to the one I was   alluding to at the beginning, they expanded out, they now have, think, 15 operatories, and they're like, we need more space. So they looked around, there's some real estate, and they're like, we're gonna build a surgery and a sleep center across the street, we're gonna keep this as our general. So are there other building locations, and do we wanna do more surgery or more sleep, or I have a practice that does a tongue and lip tie in their location, do we wanna add a dental assisting school, so that way, instead of it just being dentistry, we're also doing dental assisting.   So our building is being double utilized and we're able to have another revenue stream in there. Do we want to bring in other specialties under one roof? These are the conversations that get me so lit up because I feel like there's so many choose your own adventures, but it's really choose your life. So if we choose our life first, then these adventures can really make something exciting for us and make something really fun for us that you can then determine what you want to do, how you want to do it. But I think it's really important of two years, five years, and then 10 years. That way these mash up.   And so you might have opportunities right now and just because you have opportunities does not mean you need to take them. But I'm also very cautious of let's make sure we're not turning down opportunities too early or because we don't feel like we can get creative enough to think outside the box. And that's something I think as consultants, our job is really paramount to help offices do is to really 100 % help you think down the line, two years, five years, 10 years, what's gonna come your way? What do we need to do today to prepare you for?   the future. And I think that's something just really fun and consulting of where is your practice? Where is your life? What do you want to do? And getting into this creative space. And so for you, I'm curious. And if you want to email me, you want to pop on a call with me, I love to choose your own adventure with offices. Like, let's talk about the possibilities. Let's talk about what you're capable of doing. Let's talk about what options are available to you. Let's let's dream. Let's think like, we're maxed space. I love when people give me their problems. So hey, if you've got a big problem, like I had an office and like, Kiera,   Kiera Dent (11:55.734) We cannot see any more patients. I found space for them to add a whole other hygiene operatory in their practice. You might not like it. Like I had a doctor and I found a whole other operatory and she's like, Kirea, but I don't want to like be that cramped. And I said, all right, then that's your choice because there is space for you to add another operatory. So I don't want to hear you can't. I want to hear that you're choosing right now because that's not your priority. So when we have that, that's what I love. Give me your juicy problems. I love to hear them. I love to figure out how we can think outside the box. I love to think of   What things have we not thought of? Like there's a practice and you're like, I can't get new patients in. I was like, all right, let's look. Could we add maybe a couple hygienists starting an hour earlier so when doctor comes in, they can catch all those hygiene exams and we can actually add quite a few more hygiene patients. Could we maybe run an afternoon of assisted hygiene? Could we maybe expand our hours? Could we bring on another provider? Like what are the tools in our toolbox? What are the crayons in our coloring box that we could actually start to use?   to look at our practice in a different lens. And that's honestly, think something beautiful about consulting is I don't live in your house. I don't get to be there just like you don't live in my house. And if you were to look at my house, you'd be like, Kiera, you could move your dishes over here, could put your silverware here and it would actually work a lot better. That's the beauty of not working in your practice with you is we're able to see outside of it and to help you choose your own adventure. So I'm just curious if you were this practice, what would you do? Would you expand your max out? You've already expanded out past your 10 operatories.   Would you expand? Would you drop insurance and stay where you're at? So you're working less but making more. Would you scale back your hours? Would you build a bigger building? Would you build a surgery center and just keep GP there? Would you expand your hours and maximize your space? Would you add a dental assisting school? Would you bring on another provider? So you've got three providers now, so that way you have more flexibility. What would be your dream?   I'd love to hear from you. Email me Hello@TheDentalATeam.com. I think it's fun because what's crazy about this is there's no wrong answer to this. I think there can be wrong timing, but I don't think there's a wrong answer. And so really looking at what your life is, two years, five years, 10 years, choose your own adventure. I'm here to help you in any way we can. If this resonates with you, if you're like, gosh, I just need someone who's outside my practice looking in, I'd love to help you reach out. Hello@TheDentalATeam.com. I'd love to hear what you would choose. And I want you to remember that   Kiera Dent (14:16.942) everything within your practice you get to choose. You get to choose your life, you get to choose your practice, you get to choose your team. You get to choose and how blessed are we that we get to have these opportunities? How blessed are we that we get to have these problems? How blessed are we that we get to choose our own opportunities and our own adventures of what we want to do and what we make with our life as our opportunity? And so just challenge you and encourage you and implore you to make sure that you're living your life on purpose, that you are living the dream life that you want.   And as always, I just adore you and I hope you remember that. And I hope you know you're doing better than you think you are. And as always, thanks for listening and I'll catch you next time on the Dental A Team Podcast.

Kiera is joined by Dr. Robert DiPilla to talk about his world of dentistry, including the transition from cosmetic to holistic services, how he educated his patients, lessons learned during his multi-practice ownership, and more.   About Dr. DiPilla: Dr. Robert DiPilla studied dentistry at the University of Detroit-Mercy, and then went on to attain a Fellowship for Dental Implants at the Harvard Club. He was quickly recruited to Manhattan, where he honed his dentistry techniques, and had the opportunity to work on many high-profile clients. Dr. DiPilla became a partner at the renowned Rosenthal Dental Group on Madison Avenue, and earned the title “the dentist's dentist” by his peers in the industry. Dr. DiPilla has had the privilege of perfecting the smiles of celebrity clientele such as Kathie Lee Gifford, Wayne Gretzky, Steve Duchesne, and Sarah Ferguson among others. While Dr. DiPilla maintains a Manhattan office, he now focuses on the location where his career began in the Detroit Metropolitan area. He contributes regularly to nationally circulated trade publications, and continues to be recognized as a leader and expert resource in aesthetic dentistry. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.768) Hello, Dental A Team listeners. This is Kiera And today I am so jazzed to have an incredible guest. We have been following this man. We've been wanting him on our podcast. He is incredible. And I feel like what he's doing is changing the way dentists are doing dentistry. I think he's kind of in this new age, new era, adapting with the times. And so was so excited to bring him on and have his knowledge. So welcome to the show, Dr. Robert DiPilla. How are you today?   Dr Robert DiPilla (00:25.484) I'm doing well. Thank you very much. I'm excited to be on your show. There are so many great things about you and your show. I I once again, I went back to some of your podcasts and you some great, great guests on.   Kiera Dent (00:37.376) Well, thank you. am quite shocked. Dental A Team is about to release their thousandth episode. And I was thinking, I cannot believe I've been on this microphone a thousand times. So I'm super honored that you are a part of that journey. And really everyone who listens to the podcast knows our ultimate goal at Dental A Team is to positively impact the world of dentistry in the greatest way possible. so bringing guests on like yourself, people who are passionate about dentistry, making sure that we keep the passion alive in dentistry, making sure that people realize   I believe we're in the best industry we possibly could ever be in. And so I'm super excited because I feel like you're taking a new edge spin to some things in dentistry. So before we get into some of these fun topics, Dr. DiPilla, why don't you take us through kind of your journey? I know you have a pretty interesting route of how you were able to go from where you were and where you started in dentistry to where you are today. So if you kind of want to take us on your journey, that way the audience gets to know you as well.   Dr Robert DiPilla (01:31.854) That journey starts 36 years ago. I graduated at the University of Detroit, Mercy in 1989, and I did a residency at Harvard at the Harvard Club for doing implants. And from that, I really was interested in the cosmetic realm. So you got to think about in the early 90s. And it was kind of like touched upon. And I was very fortunate.   to take a course with Bill Dickerson and Larry Rosenthal. And this is the first time they were together in doing these particular courses. And my first patient for my aesthetic course was my sister, believe it or not. when I mentioned this, it was an amazing journey. She was very appreciative. It was a great case. And from that, one interesting point.   Kiera Dent (02:16.68) Wow, that's brave, an aesthetic course.   Dr Robert DiPilla (02:30.828) when I was in the lecture and they were talking about different materials, different processes, the way to do things. I know once again, I just graduated, I did like a little surgical residency and I thought to myself, mean, the auditorium was packed, there's probably like a hundred students. And I'm like looking around and I'm thinking myself, am I the only dumb one here that doesn't know this?   I said, this is insane. And they're going over these seven different steps to do bonding and veneers. I'm like, my gosh, did I learn this in school? you   Kiera Dent (03:05.28) Did I skip that day? I promise I didn't miss too many, right? That's what you're probably thinking, like I was there.   Dr Robert DiPilla (03:10.237) I would promise I was there. But I promised myself since then, it was like a real, not say a low point in my life, but it was a low point in the sense of how come I didn't know this? And I kind of pride myself in understanding things and certain process and procedures. And I said, from that day, this will never happen again. So that journey led into teaching with Bill Dickerson before it was LVI and also   aesthetic advantage with Larry Rosenthal. And as you know, there were two separate groups and I had to make a decision on what camp was I going to go into. Was I going to do the LVI camp in Vegas? And mind you, I'm in Michigan. Or do I go to New York route? And my decision was New York was closer. So I went with Larry Rosenthal. So I was an instructor with him for about three or four years. And then I was invited to be a doctor in his office.   And I was there for a good 10 years. that journey right there was probably the highest point of my life in that particular aesthetic office. There was a lot of great contacts, a lot of great people that we met. And I always say everything is a blessing for me. I don't hold anything back as far as this was a disappointment. This didn't happen for me because I think everything is a growing experience.   So for me, being in Larry's office was really, truly, truly, like I said, a blessing. It was a great thing for my career. And then I knew that when I started having a family and kids, New York for me personally wasn't the place for me. Coming from the Midwest, Midwest values, I wanted to have the family where I grew up because my mom is still here and my extended family is here as well. So once again, from that, I left New York.   Kiera Dent (04:51.21) You   Dr Robert DiPilla (05:01.806) And then, but I kept a practice in New York as well, because I had a lot of patients to see. And I started my own practice in Birmingham, Michigan. And that was in 2000, probably 2003, 2004. And then from that, you know, we grew to five different practices. So it's been a really challenging once again, but it's been a great journey for us.   Kiera Dent (05:15.338) Wow.   Kiera Dent (05:25.706) That's incredible. And so I'm curious because when I first started as a dental assistant, one of the doctors that I worked for had a practice in California and Utah. And so every Thursday or Wednesday, I think it was, we would close out in California and he'd catch a flight and he'd go to his practice in Utah. He'd be there Thursday, Friday, fly home, and we do Monday, Tuesday, Wednesday. So did you fly back and forth between your two practices?   Dr Robert DiPilla (05:45.93) I did the same thing. When I moved back to Michigan, I would work in Michigan Monday, Tuesday, Wednesday, would fly out to New York and work Thursday and Friday. And then plus New York's a great city and I stayed for the weekend and I flew back the first flight out 6 a.m. on Monday morning to make it to my practice at 9 a.m. So I did that for seven years. So back and forth. then once again,   Kiera Dent (05:56.106) Yeah.   Kiera Dent (06:02.806) sure.   you   Dr Robert DiPilla (06:12.462) It was great. To me, people, how did you do that? Why did you do that? It was just my routine and it worked out really, really well. And then there was some point where I kind of have to slow down and kind of give that up a little bit because I wanted to build more practices in Michigan.   Kiera Dent (06:27.414) Sure. No, that makes sense. And I was just curious because when that Dennis would do it, I thought like it was so wild, but it made sense of how he was able to have the two practices. So it's either you fly back and forth for a while or you get associates. Did you end up keeping that practice in New York or did you have an associate running it or did you end up selling it and then focus in Michigan?   Dr Robert DiPilla (06:45.186) Yeah, no, I actually, believe it or not, a lot of my New York patients actually will fly to Michigan to have their work done. And then the rest is I gave it to a really good friend of mine, Dr. Michael Krause, that's in the city on 49th and Madison. So, you know, basically a lot of my patients just kind of ended up with him.   Kiera Dent (06:52.564) Incredible.   Kiera Dent (07:06.728) Amazing. And that's great to know. And I hope dentists heard that of when you are really great at your craft, they will fly, they will come to see you. And I think that that's something that's different in today's world. I think that it's very common for patients to fly other places rather than just going to their dentist down the street. I think people fly for different surgeries to different places. Now I think for your day in day out routine dental care, you'll probably stay closer to home. But also we only go six, like two times a year. So it's really not that much to travel if you want to.   Dr Robert DiPilla (07:25.919) percent. Yeah.   Yeah.   Dr Robert DiPilla (07:34.798) Yeah, there's a lot, know, as you know, there's a lot of patients that will seek out plastic surgeons and they will go to a certain destination if it's New York, LA or Miami. And that's the same thing with dentistry. I mean, I've been very fortunate. I've had a of patients from Miami that will fly up and for me to do their work, their veneers, New York, of course, all the way even from LA. So it's been it's been a wonderful thing. I'm very humbled, you know, to do that. I don't take that take that lightly.   Kiera Dent (07:40.214) Mm-hmm.   Kiera Dent (08:02.812) No, and I think that there's when you love what you do and you're really great at what you do, people fly. I mean, I am a dental snob. think being in dentistry, it makes me one of the worst patients. And so I'm always nervous. And so I do travel to dentists out of the state. And I think it's something of the world has changed. And so I love your journey. I love the passion you have. I love that you've built multiple practices. I think you bring an interesting perspective. And so I'm super curious because you've kind of gone into a holistic route as well. So   I'm curious, how do you go from dental implants, veneers, which feels very cosmetic, into holistic? Like what's kind of the bridge? How have you done that? Because I think people feel like I'm either traditional dentistry or I'm holistic dentistry. And I feel like you're bridging this gap. And I think the world is bridging this gap as well. I don't think it's as polarized as it used to be, but what's kind of your take on that and how did you transition? What got you excited about that? Give some insights.   Dr Robert DiPilla (08:53.684) I mean, you   You know, for you as you know, being a hygienist, know, to me, for our patients, we want to make sure that they have a healthy foundation. a healthy foundation is the bone and also the gingival tissue. And, you know, it doesn't matter how great of a cosmetic dentist you are, how great of an implantologist you are, the tissue has to be stable. It has to be making sure that, you know, the oral microbiome is sufficient.   Kiera Dent (09:05.299) Mm-hmm.   Dr Robert DiPilla (09:25.774) You got to make sure that the biofilm is eliminated. And one of the biggest things that, I mentor 22 doctors here in Michigan, from guys who've just, guys or gals who've just been out a year and guys like myself that been out for 36 years. One of the things that I try to impress upon them is that don't be a mechanic of the mouth. And my feelings,   is that dental schools right now, and once again, different than my era, is just really, they're really teaching you how to pass the board exams. And then the real age of dentistry is what you get after as far as continued education. And I think it's really important, as you know, even being a hygienist, is that you have a patient that comes back, yet you did scaling and root planning.   Kiera Dent (10:01.694) Right.   Dr Robert DiPilla (10:17.15) and you see him back in three months and they're saying, yeah, I brush every day, I floss every day, I have the water pick that you recommended, I'm doing the oral care, I'm doing this. And they come back and it's like, my God, are you really flossing? Are you really brushing your teeth? No, no, I am. But why is that? Why are we doing maybe supervised neglect or super profis? The question comes in is that we have to understand why, my biggest thing is the why, why is that happening?   You know, we incorporated now we're doing genetic testing, we're doing saliva testing for our patients because as we know, a lot of, you know, reintroduction of refractory periodontitis that happens. So even the same thing with my hygienist, you know, we're very strong in continuing education. We're very strong in not just scaling and root planing teeth, just for the matter of fact of doing it. And one of the things that, you know, my hygienist, they all know,   is that if you're doing Scanlan Root Planning, what type of attachment do you want back? So I think you have to have a strong foundation in histology. You have to know the periodontium very, very well. And a lot of times in school, yeah, yeah, that was that class. I had it, but this is what I want to do. So I think for us in dentistry, you have to move away from being that mechanic of the mouth, because I can teach my assistant to prep a tooth, easy. But you have to understand the diagnosis and the   Kiera Dent (11:26.774) you   Kiera Dent (11:38.368) you   Dr Robert DiPilla (11:42.094) And it also goes back to different materials. The whole rage now is zirconia, crowns, and it's a lot stronger. But is it really? Is it lithium disilicate, or is it philospathic porcelain? So I think there has to be an understanding of where to place those materials in the proper patients and proper occlusion. So because a salesperson comes in, oh, this is the latest and greatest, doesn't mean that you should buy it. So I think.   Kiera Dent (12:09.824) for sure.   Dr Robert DiPilla (12:10.894) For me, it's kind of taking a step back and understanding dental materials, understanding the periodontium, understanding all that. I the classes that we hated in school, believe it not, I've been doing this for 36, are probably the most important now than anything else.   Kiera Dent (12:25.67) No, for sure. And I'm so grateful you talked about that because agreed like the healthy foundations, I think it's so easily overlooked. So I'm curious, how did you start to incorporate this with your patients? Because you didn't come out of school having this, you didn't learn all these things right away, you started incorporating it. I think people are oftentimes afraid to add this into their practices due to patient pushback. So how did you, how did you educate your patient base?   Dr Robert DiPilla (12:48.702) Well, yeah, I think it's just having a good communication with your patient and being authentic. with our patients, we're there for them in a sense of we don't push anything, we don't sell anything, we just educate our patients. And a lot of times, if I've seen a patient for 10, 15, 20 years and I'm watching them get worse,   And, you know, I'll just have that, you know, that radical candor with them saying, hey, listen, you know, where do you want to go with this? What do you, how can I help you? You know, do you, mean, for some reason I'm watching you getting worse and I don't want that. So what can I do to help? And then we kind of castor them in that, in that direction as much as possible. You know, there's, we'll do a lot of like nutritional counseling and we see a lot of patients that, as you know, they come in, you know, they're not, they're not healthy. And I have the,   Kiera Dent (13:39.51) All right.   Dr Robert DiPilla (13:42.21) I guess the personality to talk to my patients and say, listen, I want you to see this person. I care about you. I've seen you for many, many times. And I just, you know, I see some things that I don't like. So what I want you to do, here's a referral. I want you to see them. And then nine out of 10 times they'll come back and say, my God, thank you so much. I didn't know I had this underlying condition.   Kiera Dent (14:07.84) That's incredible. And I agree that education, I think is the new age of communication. I think a lot of patients want to understand more. think we live in this digital era where people are consuming so much more information rapidly and they want to be educated and they want to know what's going on. And I do think social media has, has ramped this up exponentially for people to want more education rather than just blindly following. And so I really love that you took it that way. I want to ask you a couple of questions about   growth of practices because I think so many people grow practices or they feel that they need to grow practices or they need to expand their practices. I'm curious after having done that, you've had practices in multiple states, you've grown your, like walk me through, like when do you grow as a dentist? When do you not grow as a dentist? What are some things that you learned through that growth of multi-practice ownership, especially with dentists that are in today's world? I think that there are some that are brand new.   There's the DSO on the radar and on the horizon for people. Walk me through some of your thoughts around this practice growth, multi-location, when do I grow, what do I do with DSOs? I'm super curious because you've done it and you've done it for a long time. What are some of your thoughts around that?   Dr Robert DiPilla (15:08.718) 100%.   Dr Robert DiPilla (15:17.582) I'm going to let's go back when I was like I said, very fortunate to be in Larry Rosenthal's office in New York City. And everyone knows Larry Rosenthal is the premier, know, veneer office to go to. So I was once again, I was very, very fortunate to go there. But well, my dismay, I was the young kid.   Kiera Dent (15:37.364) It's incredible, by the way. like, like, let's just stop for a second. Like, that's incredible that you got to work there with him.   Dr Robert DiPilla (15:44.622) So think of a patient that's there, know, we had celebrity CEOs, we had every mogul you could imagine we had. And you got this young kid walking in and they're like, well, kid, move away, where's Larry? Where's Larry? So what I had to do, I had to kind of reinvent myself. And, you know, and I had to figure out what type of avatar patient, you know, do I want? And I think that it doesn't matter if I'm in New York, if I'm in Birmingham, Michigan.   Kiera Dent (15:44.947) Yeah.   Kiera Dent (15:57.715) Yeah.   Dr Robert DiPilla (16:11.274) I'm if in Salt Lake City, Atlanta, doesn't matter. You just have to figure out what avatar do you want. And then you kind of go where that avatar is. So an example, this is what I did. So in New York City, I need to get a haircut. So for me, I went to the biggest celebrity hairstylist you can get. And it was Orbe in New York City. And why did I do   Kiera Dent (16:37.556) Yeah. Okay. I mean, you do have great hair, by the way. So, I mean, it must have worked out for you. I like it. It looks great.   Dr Robert DiPilla (16:41.582) Well, thank you so No way. It's not what it Well, thank you. So I went to Orbe and why did I go to see him? Because Orbe has what a lot of celebrity clientele. And for me, it was building a relationship with Orbe. You come in, your first appointment, who are you? What do you do? Oh my God, yeah, I have a dentist and that, that, that. As you know, when you say you're a dentist or a hygienist, oh, by the way, can you look at this?   Kiera Dent (17:10.633) haha   Dr Robert DiPilla (17:11.758) So what that does is that it kind of opens up the dialogue as much as possible. So from him, I've been seeing him for two to three years. And once again, it's something that you always have to continue going. If you do it once or twice and it doesn't work, well, that's not going to happen. So they go into the gym, you work out once or twice, you're not going to be in shape. it's of those things that you perpetually just have to do. So I was very fortunate seeing him for years. And from that,   Kiera Dent (17:32.083) Right.   Dr Robert DiPilla (17:39.49) I had my own celebrity clientele that came into Larry's office. It was great. All right, how about another one? So I was fortunate they had the LA Reebok Club where I used to live on the Upper West Side. And then joined a gym, of course. And I wanted to find out who was the best trainer who trained all the celebrities. And then once again, the same thing. So I think it's important.   Kiera Dent (17:44.308) Mm-hmm.   Dr Robert DiPilla (18:06.818) you know, to find out because I'm going tell you a lot of the celebrities and a lot of moguls, they're not calling to make the appointment. They have someone as an assistant to make their appointments for them. So I'll give you an example. I was working out in East Hampton for a little bit because I bought a house in in Amiganza. And as I was doing this renovation, I never really worked on Fridays, but in East Hampton, I worked some Fridays and I was fortunate   that I had a logistics manager for the Rolling Stones that came in. Built a relationship with her. And then from that, because she's a logistics manager, she does everything for the Stones. So I was very fortunate. She called me up, hey, Mick has a concert tonight at Madison Square Garden. He wants his teeth cleaned. He wants them checked out. Can you do it? Sure. What time? Nine o'clock at night. What?   Kiera Dent (18:39.082) Well.   Kiera Dent (19:01.735) I'm   Dr Robert DiPilla (19:03.342) So those are the things that you have to do. If you want that type of avatar, you want that type of clientele, then you kind have to do whatever it takes to go above and beyond to make sure that that happens. So don't think that if you want that type of practice, there's going to be some sacrifices that you're going to have to do. So for me, my personal story, for me being in New York, I was so driven, driven, driven. That's all I did. That's all I did. And I was married at the...   at the time. you know, looking back in retrospect, it affected my marriage. So, you know, my ex-wife, we're great, we're still great friends, but it affected because I just, for me, I was driven. This is what I wanted to do. I was out. I was going to opening of galleries. I was opening up to restaurants and because I wanted to be successful. But with that, there are some consequences that come with it.   So you have to kind of be prepared. You they always say, you know, the balance of life, you know, what to do as far as your career and work. I mean, there is, but you're going to sacrifice, you know, somewhere. You can't have it all, as they say. So you're going to have to kind of give up some.   Kiera Dent (20:12.853) Great.   Do you, looking back, are you grateful that you've made the decisions you've made or do you wish you would have done things differently? Like knowing what you know now. Walk me through because I think people people often wonder this.   Dr Robert DiPilla (20:26.466) Yeah, there's no, for me, there's no regrets because even if there was a regret, I always look at it as something that will make me better down the road. mean, listen, we're all gonna have failures. Things are gonna happen, but you have to learn from that. I mean, for someone to say, this has never happened to me and da, da, da, either they're lying or they have not, they've just graduated yesterday. I didn't tell my associates the same thing and that they had a bad day.   Kiera Dent (20:49.724) Yeah.   Dr Robert DiPilla (20:56.046) patient was complaining or something, I said, listen, it's going to happen. As long as you know in your heart you did the right thing, that's all you can do.   Kiera Dent (21:05.593) I that. And I appreciate that because I think so many times people feel like I should have known this right from the get go. But I think a lot of learning is experiencing too. And so going through it and making different decisions. And like you said, what's the type of life? What's the type of avatar do I want? And then crafting your practice around that. I really love that you highlight. I feel like you crafted your practice and your craft around the avatar, patient and life that you wanted.   I think at the beginning you probably hustled a lot more than you thought you would need to, but I think that that's the beginning of practice ownership. I think that's the beginning of any career. And then you're able to then start to curate it into what you wanted it to be. And I think so many dentists don't realize that that is a possibility for you if you want it to craft it for what you want.   Dr Robert DiPilla (21:50.486) No, listen, mean, there's many different practices, as you know. There's the elite practices that are doing, know, veneers and an example who took over Larry Rosenthal's office is Mike Appa. Mike Appa is a great dentist. When I was leaving Larry's office, he was coming in and he took it to the next level. And I missed, from my era, we didn't really have Facebook or Instagram or anything like that. So I'm kind of like the, know, the lagger in that particular point.   But he took that and made it to a different level as far as his career going to Dubai. And now he has multiple, multiple practices. But once again, there is some sacrifices. I'm sure it has not come easy to him. He has put in a lot of work, a lot of time, a lot of dedication to craft that for him. I look at it as, man, that's amazing. Good for him. Other people can get jealous of that.   but they don't understand the hard work what it takes to get there. It's like the basketball player, like, my God, he's making all this, how did he get that? But he forgot all the thousands and thousands of hours being in the gym and also practicing. Sometimes we forget that.   Kiera Dent (22:58.037) Yeah.   Kiera Dent (23:03.55) Right. Right. I think that it's been so just I love I love your passion. I love the life that you've lived. I love the I love that you were so committed to never being that person and then look at how that that drive and that determination took you from where you were to where you are today. I'm curious speaking to dentists who are maybe I don't know two three four years out.   What advice would you give them from all your years of practicing of the things you've been able to do, the clientele you've had, the team you had? What would be advice you'd give to that population of dentists right now? Knowing everything you know, knowing the climate, knowing the, like I said, DSOs are on the horizon. Do I become a private practice owner? Do I work corporate? Do I own multi-practices? What would you give? Again, we're talking four or five years out. I feel like this is right where they're starting to get that itch. They've got their, they figured a lot of things out.   Well, what advice would you have for that dentist?   Dr Robert DiPilla (23:57.454) So it's funny that you say that because three of my associates, I have been out four to five years. And we get together, which is great, which I love is we get together once a month at my house over here and we kind of go over some kids' education things and just kind of talking to them as far as what their successes are, what their stresses are, and also what they're stuck. We call that three S's. And I always tell them, listen, I don't want you to be me.   Kiera Dent (24:03.528) Mm-hmm.   Dr Robert DiPilla (24:27.5) I want you to be you. If you're interested in Invisalign, then go for it. And I think that a lot of younger dentists feel that, my God, I have to do that endo. I have to do that extraction. I have to do that filling. I have to do this because there's so much money and debt from dental school and you can't do everything because something's gonna, you're gonna get hurt on one perspective.   My advice, I've been doing this, like I said, for 36 years, find out what you really, really love to do and then do that. Is it gonna pan off the next day? No, it's gonna take time. And I think we live in a world that it's instant gratification and everyone wants everything done yesterday. It's just the law of averages. You're just gonna have to do it, do it, do it, do it and keep it until you get there. For me, like I said, I was going for the implant route.   Kiera Dent (25:16.519) Right.   Dr Robert DiPilla (25:26.474) I loved surgery. And then I found that niche that I wanted to do was the aesthetic world. And then, okay, I'm doing some aesthetics. We're at Larry's office. We're doing 10 veneers on the bottom, 10 veneers on the top and the bottom. And I'm thinking to myself, yeah, the bite doesn't look that great. I said, well, there's something more to this. And then I went down to Rabbit Hole. I did Pete Dawson's chorus.   Kiera Dent (25:47.568) I'm   Dr Robert DiPilla (25:55.746) I remember at Panky. So I went another route as far as now doing full mouth rehabilitation. Going back to, you know, Facebook, Centric Relation, doing everything that needs to be done. How am supposed to get back to that? Right? And then, you know, getting there. So, you know, for me, that is my niche now. And from, you know, I'm building a bigger office in Birmingham. I think I'm crazy what I'm doing right now.   Kiera Dent (26:08.108) The baseball, that's a throwback.   Dr Robert DiPilla (26:25.016) but I still have passion for what I do. feel like, you when someone said, you've been out for 36 years, I feel like I've only been out for five years. I still love this profession. I love what it's given me, the opportunity, but sometimes I don't like the direction where it's going in. And that kind of goes back to what you mentioned about the DSOs. Don't get me wrong, I'm not popo-ing DSOs. I mean, I think there's a place for everyone.   Kiera Dent (26:33.611) Yeah.   Kiera Dent (26:47.198) Yeah, I'm curious on your take. You've been in this for a long time.   Dr Robert DiPilla (26:55.24) I mean, know dentists are in Medicaid offices, great. We know that patients are in PPO offices, great. Fee for service, better. And then also group practices that, you know, my associates are in. And then there's DSOs. Once again, I'm fortunate to be part of Dicama's group, and it's one of the premier law firms that have put all the DSOs together.   Kiera Dent (27:06.698) Yeah.   Kiera Dent (27:18.805) Mm-hmm.   Dr Robert DiPilla (27:25.358) And some are great, some are amazing, but some have failed. And I think one of the problems I feel that corporate has is that if you do the CEO, you're looking at what? You're looking at the numbers, you're looking at the metrics, right? You're looking at the KPIs. But if you're in the trenches, you can't treat every office as the same. It's different. The hygienist has a different personality. dentist has a personality. You have different patients, demographic of patients.   Kiera Dent (27:31.04) Right.   Dr Robert DiPilla (27:54.648) So I think for dentists, we're just a different animal as far as the field that we're in. It's very, very personal that we have as far as our offices. And like I said, I have five offices. All five are completely different. If I try to implement every single detail thing in Birmingham to do it in Detroit, no. Same thing in Detroit to do at Sinclair Shores, no. It has to be customized to that particular practice.   Kiera Dent (28:22.782) Yeah, no, and I think that's such wise wisdom because working with hundreds of offices, I don't have an A to Z cookbook. I don't tell them like implement this. I know systems that will work, but we customize it to your area because the patient base, like you said in New York compared to Birmingham, Michigan, they're going to be very different patients. They're going to have different needs, different like all of it is different. The pace of it is going to be different. Your attrition rates will probably look differently. And so I agree with you completely that   Dr Robert DiPilla (28:36.046) That's great.   Kiera Dent (28:52.52) Everything is not apples to apples. I'm curious, how do you lead all five of those practices? Do you have, like, what does your team structure look like? Because so many people do get stressed out with multi-practice ownership. What have you done to reduce that stress level for yourself and make sure that they're all successful?   Dr Robert DiPilla (29:06.262) Yeah. No, it's, we just had our all company meeting. I call it the summit meeting. And, you know, it's amazing that, you know, 10 years ago, I had one office and maybe four employees. Now I   Kiera Dent (29:13.672) Thank you.   Kiera Dent (29:20.928) Did you hear that everyone? 10 years ago. So this is something that in his 36 years of dentistry, he did 26 years. I also think people need to realize they sometimes feel like they're too old to open up multiple practices. They feel they're too far in their career. They needed to do this earlier. So I hope people are hearing your timeline of 26 years solo practice and now 10 years making five practices, but also there is a timeline around that. So continue please. But I just want to highlight, this was not an overnight thing for you either.   Dr Robert DiPilla (29:23.5) Years ago, Yeah. Single practice.   Dr Robert DiPilla (29:51.054) It's not. I'll go back and I'll tell you the reason why for that. And for me, like I said, going to New York, I wanted to be the best. I wanted to be that celebrity dentist. And when I came back to Michigan, I centered everything around me. People came, they flew in from out of state to see me. And one of the things, I can't scale me. And one of the things that I have to open up   Kiera Dent (30:12.63) Yeah.   Dr Robert DiPilla (30:20.174) the offices and kind of passed the baton to my other associates. So, you for me, that was like the biggest thing is the key is letting go. And like I said, we had a summit meeting two weeks ago. And like I said, I had five employees in one practice. Now I have five practices with close to 70 employees. You may say, my God, how do you do that? I hire smart people smarter than me.   Kiera Dent (30:43.082) Yeah   Dr Robert DiPilla (30:49.79) to do that. I have a great CFO. I have a great regional manager and I have great office managers. And one of the biggest things that we, we constant, constant role play a lot of the things that we do in the office. And why is that important? One of the things that we did when COVID happened, before we opened up, we had a month where we did Zoom calls.   like this, and we did a role play because when patients come back, they're gonna have questions. And what are we doing to protect them and ourselves? And it was really important for the front desk, it was really important for our managers, hygienists and assistants to make sure we're getting our message across. One of the things that I never wanna hear on the phone is if a patient asked a question,   and our front desk, our personal, I don't know. I don't know what we're doing. So, you to me, it's just having those questions answered. And what we did is I call it the kind of the soft opening, like what a restaurant would do before they opened up fully, they would kind of, you know, bring in some of their guests or their family members to have a soft opening. So that's what we usually do from that. But the main thing, you for me,   Kiera Dent (31:51.997) That's   Dr Robert DiPilla (32:15.112) is I just hire great people that are around me that will integrate the vision that I have. So there's a great book and I highly, highly recommend for dentists. And I know Gina Whitman very well, it's called Traction. I don't know if you've heard the book or. And it's amazing. And then the follow-up book is Rocket Fuel.   Kiera Dent (32:33.75) We are diehard traction people. We help offices with it. It is incredible. Yes.   Kiera Dent (32:41.903) Amen. When you were talking about integrator, was like, he's a visionary needs the integrator. Did you, did you hire?   Dr Robert DiPilla (32:45.198) I'm the 100%. I mean, for me, I'm definitely the visionary. know what I want to see. And then my CFL is the integrator. I have so bad ADD, I'm like, don't squirrel. Okay, what happened over here? No, no, no, no, get on track. We gotta do this. So for me, like.   Kiera Dent (32:57.848) you   Kiera Dent (33:03.382) How did you find your CFO integrator? you go through one of Traction's hiring things? Did you find them through? How did you find that integrator? Because I think that's such a key piece in growth. How did you find yours?   Dr Robert DiPilla (33:14.572) Well, luckily she was with us and within the company and we just hired up for her. She just went from low level to higher hiring and she got it. She understood the whole process. mean, when she read the book, she, I mean, my God, this is the missing piece for us. And I love that, that passion that she has for that and then just kind of put everything together. So I was very fortunate in that respect. But when we do our hiring,   Kiera Dent (33:21.462) amazing.   Kiera Dent (33:32.118) Yeah.   Dr Robert DiPilla (33:43.746) We hire within our culture and who we are. And sometimes it's difficult to do that. We did that right after COVID because some people didn't feel like they wanted to come back or didn't feel safe to come back as far as some employees, which is fine. And there was a shortage of dental assistants and hygienists wasn't an issue for us. It was more assistance. And I hate to say that we hired people that weren't the right fit.   Kiera Dent (34:08.97) Mm-hmm.   Dr Robert DiPilla (34:13.71) And I'm going to tell you that was a big mistake because it's going to take you longer to find another person. So I'd have no one. do it myself compared to not have the same, the right person that would fit in our culture.   Kiera Dent (34:29.974) I agree. That's wise wisdom. And I think so many people get desperate. And I mean, I've done it. I think we've all done it, right? We've all made those hires and we're like, agreed with you. We'd rather wait it out till the right person comes through rather than doing those desperate hires. And I think it's   Dr Robert DiPilla (34:41.966) Yeah, it works out. And really works out. I'm a true believer that, I mean, there is a plan and you just kind of have to wait it out and it comes in because the same thing in our downtown Detroit office, we were waiting for someone and we thought someone, oh my God, she's going to be great. Oh my God, she's moving from Boston. She's going to come here. She's ran a periodontal office. Oh my God, we love her. And then got ghosted. Like what the hell happened? And then the next day,   Kiera Dent (35:07.38) Mm-hmm.   Dr Robert DiPilla (35:10.85) We got another resume. Lauren, I mean, amazing. I mean, just that blessing that comes through. So I think the best thing to do is just wait it out, hire within your culture. And if they don't fit, they're not the right team member for you.   Kiera Dent (35:28.916) I love that. Dr. DiPilla, something I have found so fascinating with our podcast today, just so appreciative. I feel you have wisdom. And I think wisdom oftentimes lacks. And I think it comes from experience. I think you've learned from the things that you've done. I'm not saying you're old. I'm saying that I hear wisdom from you. And I think you had this wisdom even when you first started your career. I think you learned things. But I feel you lived your own.   Dr Robert DiPilla (35:42.114) You're saying I'm   Kiera Dent (35:56.438) I feel like you grew because you wanted to grow, not because you felt like you needed to. I feel like you waited when I'm sure a lot of your other colleagues were building multi-practices and you're like, this is what I'm enjoying doing. And what I've heard is as you've shifted and morphed throughout your career and the way you've presented it, it sounds like you've done it based on intrigue and curiosity and things that still keep the passion within you. And I feel like...   You're a great example of someone who can be practicing dentistry for 36 years and still have passion, fire and fuel behind it, rather than the what I see a lot of right now of burnout. And I was trying to put the pieces together as we were chatting and I'm like, I think honest to goodness, you've done everything because it was a passion and a curiosity and it fueled you rather than drained you. And I also really love that   you believe that there's a higher path for you. Like you said, it's just because one door is closing, it means the other door is opening, but that door is not quite ready yet. So be okay with this door closing. But that would how I would summarize you. Obviously, please fill in any gaps I may have missed. But I think that that's so refreshing to hear that I think a lot of us can take stock in and learn from you as well.   Dr Robert DiPilla (36:49.806) 100%.   Dr Robert DiPilla (37:05.474) Wow, well, thank you for that. That's, thank you. But for me, right now, I think it's important to, like I said, pass the baton to my other dentist and kind of elevate them as much as possible. And I think if you're in a group practice or if you're in a single practice, sometimes we live on our own little island and you don't know where to do. would...   Kiera Dent (37:10.197) You're welcome.   Dr Robert DiPilla (37:31.66) get a couple of your friends, colleagues, whatever, just go out to a restaurant, hang out and kind of talk your story. Because we're all in it and we all go through the same things. And maybe I'm blessed with mental resiliency, I don't know. I mean, there's a lot of things that are kind of thrown at you. But for me, for my upbringing, mean, things bother me, don't get me wrong, I am human.   But I know that my purpose is stronger than the noise that hear that's behind me. And for me, where am I going to go from here? What's the next 10 years look like? And For me, my legacy and what I want to hear is that when I'm long gone and a patient goes to another dentist and says, hey, who's your other dentist? And I say, well, I went to DiPilla All I want to hear is that, you know what?   Yes, I heard great people. That's all I want to hear. You went to one of the best. That's it. That's all I want to hear. I mean, I that's my legacy is that make sure that we as a group, as a team or organization, we've done the right thing by you and also by the the patients and also our team too. We got to take care of our the team that supports us very,   Kiera Dent (38:54.25) That's beautiful. And I think as you said that I think maybe a takeaway from today would be figure out the legacy that you want to leave. think that that legacy, just did a mastermind group with some people in person and I had them write when they were, you know, I didn't give them an age. I just said, when you're sitting back looking at your life, what do want to feel? What do you want to experience? And what do you want it to be said about you?   And it was crazy because people started making different decisions in that moment because the legacy of who they want to be and what they want to leave behind radically shifts what you're doing today. And I think that that's a beautiful takeaway from today. I have loved our conversation. I thoroughly enjoy you as a human. I think you're just doing a beautiful work, an example of keeping the passion alive in dentistry and doing great things no matter what's going on. any last thoughts you have, how can people connect with you?   Dr Robert DiPilla (39:34.926) Thank you.   Dr Robert DiPilla (39:44.238) I think for anyone guys who have been graduating, this is like the best time to be a dentist. I mean, I'm so excited. mean, the technology is amazing. Things that we used to do before and we can do now, digital workflow, 3D printing, AI, it's amazing. So, for me, I go into work every day. I'm very passionate what we need to do. But for me,   It's time for me to kind of like maybe work maybe in the chair once or twice a week and then work on the business. And that's where I'm more passionate about as well. And then kind of like I said, elevating everybody else. But once again, this has been a real, real pleasure and I can see your passion as well and much, success for yourself.   Kiera Dent (40:28.682) Likewise, thank you so much for joining today, Dr. Tafilla. I hope everybody who's listened takes away a few golden nuggets and gems because I really do believe there was so much value and wisdom in this podcast today. I think that there's so much beauty. love podcasting with people like yourself that are just so optimistic of the future. So thank you for joining us and for all of you listening. Yes.   Dr Robert DiPilla (40:49.816) My pleasure.   Kiera Dent (40:53.78) All of you listening, thank you for joining us. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Kiera gives listeners 3 tactical tips on exactly how to find and put a stop to cash flow leaks and grow your practice exponentially. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.824) Hello, Dental A Team listeners. This is Kiera and welcome to today's show. You guys, I'm so excited to have you here. I absolutely love podcasting. I can honestly not believe that we have created as many podcasts as we have and thank you for being a part of this journey. So today, you guys, I wanted to just ask you that like, are you struggling with cashflow leaks in your practice? I think this is such a big hot topic for you that I cannot wait to go into it because honestly,   Every dollar leaking out of your practice is a dollar not reinvested into your growth. So really there's a few couple quick cashflow leaks that I see in tons of practices that I wanted to share with you. These small little changes, tweaks are going to add up to exponential amounts of cash in your practice just by stopping these small few cashflow leaks. We did a webinar on this the other day and it was super, super popular. So I thought I'd bring a few of those highlights over here to the podcast.   As always, you guys know we are the Dental A Team and our job is to help practices optimize profitability, increase their happiness and fulfillment and truly make teams and doctors get on the same page to be able to live the best life that they possibly can. That's what we're about, you guys. Honest to goodness, I do know that cash flow is the lifeblood of a practice and the way that we prevent these leaks and the way that we're able to grow our practices is by being great stewards over the businesses that we have. This is gonna be a short   actionable podcast for you. guys know I like tactical practical and I'm super happy you're here. If you're new to the show, welcome. I'm so glad you're here. If you've been an OG, which stands for original gangster, I used to think it was an oldie but goodie. I found out that that's not the case. If you're an OG, I'm so glad that you're here and that you've been on this journey with me. Please, please as always, leave a review if it's helpful for you and make sure that you're sharing this with friends because the reality is our goal is to positively impact the world.   in the greatest way possible. And the way we do that is through expert consulting for dentists and teams. So we are the Dr. Seuss of systems. We are the gurus of making practices, like truly be simple, living at profitable practice and making it simple. All right, are you ready for these three simple tips? I hope you are. Number one, I want you to, like I said, we just did this of how to stop these cashflow leaks. And what you wanna do is you wanna look at some numbers. So you wanna look at the last six months production.   Kiera Dent (02:18.902) You want to look at the last six months collections. And then you also want to do your collection percentage per month and also your collection percentage over the last six months. The reason it's important for this is some months will actually have a lower collection percentage. That's okay. So for example, a lot of practices in December only worked 2 weeks. And so then you have to think that money rolls 30 days. And when it rolls 30 days, then what's going to happen is we're going to collect that money. So if in December we only did 50,000, then in January we did a hundred thousand.   Well, I only have 50,000 over here to collect to then be able to go into my 100,000. Well, that's going to be low collections. But over the course of the year, we should be averaging a 98 % collection amount. We also want look at our patient AR, our insurance AR, our adjustments, claims not sent to insurance, procedures not attached to insurance, P &L revenue matching collections, because a lot of times maybe we're not collecting even though it looks like we're collecting. So making sure money in the bank actually matches the money that's coming into the practice.   And then doing an overhead deep dive, are there things that we could cut, subscriptions we no longer need, things that we've been paying for forever, just like in personal finance, right? Like when you go look and you're like, my gosh, we're paying for all these subscriptions, we're not even using half of them, that's a cashflow leak. So a lot of common causes of cashflow leaks are going to be unnecessary adjustments in your practice, claims and procedures not sent to insurance. Literally this one report, have literally...   brought 50,000 into a practice in one simple report. So it's a huge, huge zone to take a look at. Over-the-counter collections, maybe those aren't up, they're not high enough. And then not having a good claim follow-up, insufficient AR follow-up. So claims are one thing, we're sending out those statements. And the other side is that we're actually looking at our AR, following up on those claims, making sure that they're not having denials, resubmits, those types of things, high expenses, and then not producing enough to cover our expenses. So.   A lot of these things come in tandem. And so I just wanted to walk you through a quick three things to do. So #1 I want you to really focus on tightening up that insurance and collections process. Like truly, truly, truly, how are we doing this? Because I brought in $1000s to a practice. There was an office I consulted in Oregon. We were able to take them from producing about a $100,000 to $150,000 by being in their practice one time. And in 30 days, they were up to that amount. People were like, Kiera, how did you do it? And I'm like, well, 1   Kiera Dent (04:37.1) We've made the scheduling better and we presented full treatment. And 2 we were able to increase their collections simply by just collecting at the end of the appointment. And I know that sounds so like primary and so juvenile, but the reality is all of this is simple. It's very simple. And so I hope that you take this on and you realize that these are just simple things. So when we don't have a good insurance process and collection process, then what happens is we delay the money even further. Already with insurance as we're on a 30 day delay.   most of the time. You can actually be faster than that in practices. I have some offices that get paid in 2 weeks, but the reality is usually we're on a 30 day delay. So going back to our December example where we made 50,000, then we were produced 100,000, well, our collections are going to be down, but just think what if we actually are even further delayed? Well, that's going to send it down further and further and further. I've seen offices where in their over 90, they have tons and I'm talking millions sitting in their over 90. Well, that's very stressful because A,   that's money that should be collected. You did the work and B, if it gets too far out there, we actually can't collect from insurance. So what we wanna do is we wanna make sure that we're verifying the patient's insurance benefits before they come into the practice, make sure we have correct fee schedules attached so we're able to present correctly. Then we wanna make sure we're submitting claims within 24 hours at the most. I either like them submitted at the end of the day or the next day. Make sure all of our attachments, all of our narratives, all of our inter-orals, all of our x-rays are truly like attached correctly.   Clean claims out, clean claims in. Like we wanna make sure that we're paid and then make sure that we have an automated way to have like our balances collected once we get the insurance there. So we wanna be watching our insurance payments and we also wanna be watching our patient payments. So we wanna collect a time of service. So whatever their patient portion is, I strongly, strongly, strongly recommend that we collect at time of service. We're also watching for balances when patients are checking in that we're actually collecting at that time as well. So.   When they check in, if there's a balance, we collect right then and there. Also when we present treatment plans or when they're doing their treatment, we're collecting payment at that time as well. I understand they're not going to be perfect. I understand there's a lot of fear around this of, Kiera, what happens though if we misestimate? And I'm gonna say you become an amazing word ninja. I would much rather you collect rather than chase money. I think all of us would rather get paid rather than chasing our paychecks down the street. Same thing with patients. Once they're gone, there's no longer a need for them to be doing   Kiera Dent (07:00.35) to paying for it. So I really, really, really, really, really encourage you to do this and then make sure that what we're doing is we're actually checking our insurance every single week. So we're checking and working those 30, 60, 90 day claims. We're making sure that we're working on the biggest balances first and then we're able to then chip away at it and collect. Patient portions, go call them. Please, please, please stop sending statements. Call those patients right now. Get them on the books. Make sure we're getting them taken care of.   That is one of the easiest ways to stop these cashflow leaks in your practice. So the goal is make sure great insurance verification is there, make sure we're submitting claims, and then make sure that we're actually speeding up our collection process by staying on top of it every single week, hitting those biggest balances. There's more in depth for it, but that's a quick highlight of what you can do. Step 2 is control our overhead and unnecessary expenses. So now we've talked about, we fixed the problem with hopefully collecting. We fixed the process of making sure that we're getting our payments faster.   And now we need to make sure we're looking at our overhead and the expenses to see what on there is unnecessary. Like I said, like all those subscriptions, I don't know how many times I see like in real life, we're paying for Netflix, we're paying for Hulu, we're paying for Amazon Prime, we're paying for all these different ones, but we're actually only using one or 2 of them. Could we cut some of those out? It doesn't change our quality of life, but it does change our bank account and small little things add up. I did a podcast on this, a little areas where you can find this in your overhead expenses.   But the reality is like, can you start to actually order your supplies through something like Synergy or Ordo, which are 2 great companies that are actually supply companies that do it in bulk to reduce, like you're getting the exact same product, but you're able to actually reduce the cost. Why not do that? Just asking questions like we're buying the same bread, let's get it for half off or pay full price. I'm gonna get it for half off. It's the same bread, same price, like same quality.   just different pricing because we're able to buy it through group pricing. So can we negotiate? Can we talk to our reps? Can we make sure? Also, can we set a supply budget for the person who's ordering? I like four to 5 % for supplies. You take your pick for ordering dental supplies. So last month we collected 100,000, 4,000 or 5,000 would be our supply budget. Give that budget on Excel tracker to your ordering team member and have them deduct down making sure they stay within budget.   Kiera Dent (09:16.856) This way they're able to then assess and make sure we really are spending the appropriate amount. This gets them scrappy. They start looking for better deals, but it cuts those overhead expenses that are unnecessary for you. Can we also look for better lab deals? I know we love our lab person, but maybe there's a new lab that's come onto the scene that's just as good, if not better, but maybe not as high of pricing as our current labs. I'm not here to say cut dentistry for one second. I'm just saying kind of like car insurance, let's go look around and see. And I'm not saying that labs are equal. I understand that all labs are different.   and we wanna make sure we give our patients the highest quality. I'm just saying if you haven't looked for a while, let's see if we could get a different way to have a different lab fee for us. Can we negotiate other areas within like our subscriptions, looking to see what can we cut, going line by line by line to see are there extra expenses in there? I know like I pay for audible, but I switched over to Libby. Libby is great, I use a ton of it, I'm constantly on there. Do I still need my audible expense on the overhead?   Do we still need to be paying for the subscription? Like I know for us, we have a lot of subscriptions, a lot of softwares. Is there a software that we could get a discounted rate? What about our credit card processing fees? Could we maybe switch over to a company like Mula and maybe save on that? Honest to goodness, plug for Mula. If you're looking at credit card processors or you're questioning Mula, tell Mark from Mula that we sent you over there. Clients who I've recommended to Mula have loved it because they're cheaper.   They're more affordable, their rates are incredible, there's no contract, they're able to get their membership plans on it, they're saving money. Even that one or 2 % change on your credit card statement can radically increase the cashflow leaks in your practice. And then just like make sure that our payroll, like let's look at our human capital. I am not here to cut costs for payroll. I'm here to pay our team members insanely well, but let's make sure that can we re-utilize our human capital? Could we maybe outsource certain things that we don't need in-house?   What do we have? And let's just make sure that what we're doing and producing, we're adequately staffed, that we're adequately doing our jobs. And that if there's easier ways, like we've outsourced certain jobs for virtual assistants. And I know a lot of offices have done that and it's been great. It's been amazing. We've been able to benefit from it. You have opinions about that. I'm not here to tell you one way or another. I am here to say, maybe be open to the ideas around it, just to see what can we do. And so my call to action on tip number 2 for controlling overhead.   Kiera Dent (11:38.038) and unnecessary expenses is go and do an expense audit and look to see what can we do to cut costs. Maybe there's nothing, but I promise you there's probably one, 2 or three things that you could actually change or adjust. I do this every single quarter. So when the quarter ends, the CPA sends me over a detailed P &L line by line by line. I'm looking at that to make sure that I'm actually staying in track. All right, step number three.   is I really want you to look at making sure that we're producing enough. So are we optimizing our schedule and are we producing enough? Because a lot of times cashflow leaks come from the insurance and the collections and the overhead, but maybe we need to also look at our scheduling to make sure we're productive on there. And we're also making sure that we're producing enough for our expenses. So what I like and what I prefer is 50 % for expenses is what your overhead should be, not including doctors.   So if we're producing 100,000, 50,000 should be our expenses. So trying to just get that into line for you. So now if I know my costs are 80,000, we'll just double that, we should be producing 160,000. So that's very loose math. Don't worry with our clients, I do this a lot more in depth. Not always can we get to 50 % in all states, but generally speaking, we're able to get there by doing a lot of these pieces. So now I'm gonna look at your schedule and see.   If we need to produce 160,000, A, do we have enough spots for new patients? B, do we have block scheduling in place to make sure that with the new patients, with the SRPs, with the perio maintenance, we're then able to produce what we need to produce for what we actually need to pay our practice. So if we need to produce 160,000, well, do we have enough blocks in there? And we figured out the puzzle pieces to make sure that we're actually able to produce that amount. And then when we do have cancellations or different things in there that we're   filling the schedule that we're doing the 15 minute quick fill that we're looking for little ways to optimize our schedule because a lot of times practices don't hit their overhead that they want to hit not because they don't have the space in their schedule but because they have so many open spaces. So what's your open time in your schedule? Let's look at that. Could we reduce that down? What are some different areas that we could really make this easier for you? And then making sure that we're actually hitting our goals consistently and we're working as a team for that. So.   Kiera Dent (13:50.828) The reality is I have a lot of practices who do these things, not a lot, all of them. So as consultants, we're looking at what is your block schedule? How many new patients do we need to have? How many, can we optimize this? Let's look at your overhead month over month. Let's look at your collection percentages year over year. Let's make sure that we are actually collecting the amount that we need to. Let's look at the different items within. Let's track your KPIs monthly with you and look at all these expenses. I was on a call the other day and the doctor, we were like, gosh, their overheads high. And we looked.   We were spending a lot on marketing. We were spending a lot on supplies. so making these small little tweaks and changes are how we find the cashflow leaks. And I know you want this, maybe like ding, a little fairy godmother over here. Yes, I can do that as we're a one-on-one private consultant for you. But listening to the podcast, I want to encourage you to take these three steps on and to truly go and look at how is our collection process and what are we doing? Then I want you to look at your overhead and unnecessary expenses and then do an audit of your schedule to see   Hey, what adjustments could we make to make this actually be better? So these are some of the quick hits for you on the cashflow leaks that I know really can help you out and can grow your practice exponentially. This is what I'm passionate about if you can't tell. I love helping offices learn how to stop the cashflow leaks to be able to produce what they wanna produce and be able to provide the lifestyle that they want for themselves and for their team members. And it's through like little, little things like this. Consulting's nothing crazy or sexy.   The changes that we make in practices are usually so simple, but the simple things are not always easy. And so making sure you have an accountability buddy, someone who's gonna check in with you, someone who's gonna make sure you're doing this consistently, because consistency is key when it comes to these cashflow and overhead leaks. I'm so excited for you guys to try this. So if you want some help uncovering some cashflow leaks in your practice,   Just DM me or even go to our website, TheDentalATeam.com. We actually do a free practice assessment for offices where we look through to see what areas can we help you optimize your practice. So if that resonates with you, I'd love to chat with you. But truly you deserve to have the financial strength and the financial guidance that you truly want and deserve. And the reality is we're here for you. Denaliateam is here for you. We love and adore you. And I know that everything that you want that you are truly hoping to achieve.   Kiera Dent (16:10.368) is going to be capable for you. So as always, thank you for listening and I'll catch you next time on the Dental A Team Podcast.  

Block scheduling can transform your productivity into profitability. Kiera makes the implementation as easy as 1, 2, 3: Identify your practice's production goals. Design your ideal block schedule. Implement, train, and track. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript kiera Dent (00:02.36) Hello, Dental A Team listeners, this is Kiera. And today, I just really wanted to dive into, are you truly tired of missing production goals? Because if you are, block scheduling is honestly the secret to hitting them consistently with ease. And I know this is something that's talked about so often. So what I wanted to do is I wanted to break this down into three easy steps to make sure that you're able to do this with your team in a fun, effective, and just like overall amazing way for you.   Block scheduling can truly transform your productivity into profitability. And it's something as simple as doing a quick puzzle in your practice where we're able to add the pieces, have an incredible patient experience, incredible team experience, incredible doctor experience. And to me, that's a win-win-win. So for that, these three steps are going to really make it easy for you and your team to...   chunk this down into a tactical practical way. You guys, I'm Kiera Dent, owner and CEO of the Dental A Team, a consulting company where we are committed to not just understanding you, but actually being you. All of our consultants have worked in every position in the practice where we're able to understand what it's like to not be able to hit productivity goals, to schedule with no frustration, to have cancellations that are dropping off on us, to where we know what it's like to lose team members. All of those things are something that our Dental A Team   consultants are experts at and something that I'm really really proud of as a company because I know that when we understand you we're not just coming to you with theories and ideas but actual tips that have been proven, tried, consistent across hundreds of offices in all the states in multiple different countries to make sure that we're giving you guys efficiency that helps your team stay focused. So this is gonna be able to help you guys out and today it's gonna be short and actionable because I want you guys to able to take what we talk about and implement it today.   So step one is going to be identify your practices production goals. Now that what we got to do is we've got to look to see what did our practice produce last year and a healthy standard benchmark is that we want to actually be increasing a minimum of 10 % year over year. We also want to make sure that we've increased our fee schedules every single year and most practices go up about 5%. Now, if you're concerned about that with your fee for service patients or your out of pocket patients, I want to just remind you that this is standard across the board with most businesses to increase 5%.   Kiera Dent (02:14.402) And if you wanna keep those preventative ones out, by all means go for it. I just wanna be able to remind you that by doing so, when we actually send our statements out to insurance and we bill out to insurance, it actually helps the insurance companies determine what the fee should be within our area. So I wanna make sure that we're not missing opportunities and possibly a membership plan could actually help our patients when we're concerned about those preventative services. So make sure that we know what we need to do for that 10 % growth.   make sure we understand how many days we're off in the practice. So I like to go through every single month. What are the vacations? What are the holidays? What are the times off? What are our high and low months across the board? I know for some pediatric practices, our certain months in the year are actually not great, but our summer months are incredible. I know for other areas based on where they are, they get a lot of snowfall in February. So February actually becomes a terrible month for them. There's also other offices where there's a notorious, suck timber or slam dunk September.   where we actually have a dip right after school gets back in session. So knowing those trends are actually gonna be able to know your practice's production goals to be able to hit them successfully. And while yes, this might take a little time for us to go through, map these things out, what it What it it does is it actually helps us go through and see what does our production need to be? How can we realistically hit it based on the days that we're working? What does each day need to be? What does each provider goal need to be for our doctors and our hygienists? And then we're able to actually bring all that information together.   and make a perfect puzzle for us. And then we start to place it into place. So when an office does this, usually I'm seeing a minimum of a 10 % increase, but oftentimes I'm seeing a 10, 20, 30, 40 % increase year over year. I've added multiple millions to practices and our consultants have done as well just by effective block scheduling where we're not increasing the new patients. We're not changing the hours that they're working. We're not adding more days for them to work. We're just being very consistent with how they actually schedule. And it's like I said, it's a puzzle.   I can put in five puzzle pieces of one type, or I can do five different puzzle pieces. Again, I put five puzzle pieces in same amount of time in a day, but I'm actually able to make a thousand dollars versus a $5,000 a day. It was crazy. had an office that I went into and I remember they had never been scheduled to 10, $10,000 in a day. And so when I went in and I showed them, here's how we can actually do 10,000, I scheduled them to 10,000 the next day. What was wild was the day I was there, they were producing 4,000.   Kiera Dent (04:35.778) The next day I scheduled them to 10,000 showing them how to do this. And at the end of the $10,000 day, they looked at me high-fiving. We were out the door on time and they said, Kiera, that was actually easier than our day was yesterday when we only produced 4,000. And I said, it was just with blocks. It was just with us being strategic of where we put people as being intentional. And from there, we were actually able to be productive. So just helping you guys see, we've got to figure out what our specific production goals are before we restructure the schedule. That's step number one.   Step number two is design your ideal block schedule. Some doctors like to start early in the day with a crown. Some like to start later in the day with their crowns. Whatever it is, we need to design it of where do we actually want these to be? And I like high value, follow ups, zero dollar appointments. And instead of just saying a crown, I actually like to build a block schedule based on dollar amounts. Like I said, it's puzzle pieces. So that way if a crown or a quad of fills comes through, I know there are 1500 or a thousand, whatever it is, they're going into this block.   Blocks are held for us for 24 to 48 hours, pending upon your practice to make sure we're able to put the puzzle piece in that we want. We're able to actually map it out and we're able to then tell patients when they're coming up, hey, Dr. Smith likes to do crowns in the morning. I have an eight o'clock or a nine o'clock on Monday or Wednesday, which do you prefer? Now I'm not asking the patient, where do you wanna go? I'm literally asking the patient, this is what we do. This is where I can put you. This is how we do it. What works best for you?   We actually eliminate a lot of the excuses. We eliminate a lot of the frustration and we're directing and guiding the patient rather than trying to come back after they've told us they want a four o'clock when our doctor really doesn't do crowns at four o'clock. This is going to help you exponentially build the blocks. Also, I'm not putting implants and fillings next door to each other because that can get tricky. I'm not doing two crowns back to back where I can't see it. We're literally building a puzzle that our doctors can actually do. All of us get our lunches. All of us get out on time.   Doctors can get over to their hygiene exams. So I'm also then playing Sudoku across the board where I've got my doctor procedures, my new patients and my SRPs. Square up your SRPs and your implants. So that way the doctor can literally get the implant done and not have to go do the hygiene checks. It's a way for us to truly make a puzzle that's 80 to 90 % effective and efficient. So when we do that, that's step two of design our ideal block schedule and build that out. Now, the way I do this is I draft block schedules in Google Sheets.   Kiera Dent (06:58.242) So in Excel, map it out of what the perfect amount is, put the dollar amounts there of what this is actually going to equate to for the day, and then figure out where my hygiene blocks need to be. I need to also figure out the number of new patients that we're seeing, the number of SRP and the number of perio maintenance blocks that I also need to add into my schedule to make sure I have enough hygiene hours to accommodate the patients that we have in there. So that's in how we're gonna draft this up. So that's gonna be what you'll need to do next is draft a block schedule template for your practice that will actually be effective.   And then step three is to implement it, train our team and track our progress. So what we do is we then go put it into place. I understand that hygiene is usually blocked out six months. And so that does take a little bit longer to get into place, but our doctors can get their blocks put in right away. And we need to train our team, put those blocks in, educate them of what do we do when a patient wants a four o'clock, but we only do crowns at two o'clock. And I want to just remind you that an ideal schedule for our doctor is an amazing schedule for our patients.   us being on time, us being happy as a team, us having our doctor fresh and prepped and ready to go is so much better for these patients than us like trying to shove them in because the reality is patients can adapt the schedule as long as we're using our words, which are free to be able to put our patients where we want them to go. So how do we do this? So we host a team meeting, we explain the block schedules, we assign a point person who's going to oversee and implement, and then we actually help them make sure of...   What happens when we put this in a block when we're not supposed to? What's the follow-up? And I really get offices to work on this for six weeks to two months where we are rock solid on this. And then we come back and we adjust it after that. So when I've done this, there was an office and they were producing about 2 million a year. We put in block schedule, like I said, no extra days, no extra time. So we went from 2 million up to 3.5 million simply by being effective with our time with block schedules. To me, that's a wild growth. We have gone   Exponentially, we've gone from 2 million to 3.5 just by putting these blocks in. were like, Kiera, patients are happier. Our team is happier. We're having our lunches on time. Our doctors are getting out on time. And to me, I just feel if those are the wins, then amazing, this is worth it. So for you getting your team excited about it, helping them see like, understand teams don't like change. Why do you think I love being the Dental A Team where we do this in a fun and effective way? I love to do this because I help teams see what's possible when it feels impossible.   Kiera Dent (09:18.488) helping them see where we can create ease when there's chaos, helping them see how we can be more efficient rather than cumbersome. So the reality is block scheduling is going to change your life. It's going to help you be effectively productive. It's going to help you hit your goals with ease. One of my favorite quotes is by Walt Disney where he says that he was able to create predictable magic because of the systems behind the scenes. And so for you to be able to create predictable production with the systems behind the scenes of block scheduling to me is a gift that you can give yourself and your team this year.   So what I want you guys to know is this is going to honestly simplify your productivity and give you guys goals to be able to hit them with ease. You don't have to be perfect. We have those snow days. We have the slow summer days. We have the December that's only two weeks. We have all these different things put in so we know exactly what we need our blocks to be. And then we're able to hit our goals with ease and more consistency. I really don't love having success be happenstance where I'm like, will I get it or will I not? I like your success to be inevitable. And I believe that block scheduling is one of the greatest ways to do that.   So if you're interested, DMS or email us for a free block scheduling template, Hello@TheDentalATeam.com And as always, you guys, this is how we're able to help you run a successful dental practice with ease. I don't believe that running a practice should be hard. I believe that this could be easy. And I want you just to ask yourself, what if it could be easy? How would you feel? How would your team feel? How would your patients feel? Because that can be a reality. This is what the Dental A Team does. And if that's helpful for you, reach out. Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.

Kiera touches base with doctors on how the first quarter of 2025 has gone. Ask yourself: Are we tracking key performance indicators? How's the team efficiency and morale looking? Do we need to adjust and refocus our annual goals? Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.908) Hello, Dental A Team listeners, this is Kiera, and I hope you're having just an incredible day. I hope life is incredible for you. And today, I just wanna highlight that Q1 is almost over. Can you believe it? We're almost a fourth of the way through 2025. And today, I wanted to ask you, are you on track for your best year yet? Because I wanna make sure that we break this down to ensure that you are thriving in 2025 and that success is predictable for you rather than just happenstance. So today, you guys, if we go through...   that reviewing our Q1 of what we did well, what we missed, how we can improve, are we on track, are we off track? This is gonna really be able to help you find the opportunities for growth to make sure that you are thriving in 2025. Today, I'm gonna break it down into three simple steps for you, tactical, practical, as always. You guys know I'm Kiera Dent, owner and CEO of Dental A Team, where we are a consulting company founded upon making your life easy, more fun, and more fulfilled.   We do that through you as a person. We also do that through making sure you're profitable. Let's cut the stress. Let's make sure you're profitable. Aiming for at least 20 to 30 % true profit, post everything else. And then we also do it with system and team engagement and top to bottom systems for your team to thrive. Truly, it's what we're about. We love working with teams. We love working with dentists. Our consultants are experts in the field. They have been in every single position in the practice, making sure that your life is easy.   fun and that you feel like you have someone in your court with you that has the answers for you, has the solutions for you, and ensure that you are successful and profitable. So today, you guys, we are going to go through this. is going to be a concise action packed episode. cannot wait. So let's dive in. Step number one to make sure you are on track through Q1 is I want you to actually go back through and assess how do we do based on our metrics this year. If you are not tracking KPIs, key performance indicators, today is a great day to start that.   Your team should be tracking. We should be able to look at Q1 and see where were we on track, where were we off track, why were we off track and what's going forward. I love to be doing this every single week and then really assessing every single month. If you haven't gone to do that, rock on. It's the time to do it. You still have three quarters left. Let's make sure that you're super successful for that. So things that I like to look at are production, collections, new patients, case acceptance. We wanna make sure we've got our hygiene reappointment. What's our hygiene percentage?   Kiera Dent (02:16.354) We wanna make sure we're looking, those are like the main key things. And then I really always dig into profitability. I, like I said, we aim for our offices to be at a 20 to 30 % profit margin, post paying their doctors. I like you to have free cashflow in there. And so really looking at that, but also if we can dig into the nitty gritties of how's our AR, how are our cases coming across? What are we presenting? What are we closing? How is our hygiene team producing? How are we doing with our new patient count? Are we getting those raving fan referrals?   And if not, what's the one area that we're gonna highlight or two or three in Q2 to make sure that we actually get on track. Also, we look at our annual goal, which I hope that you have said, because it gives us kind of the benchmarks. To me, these are like the mile markers. Q1 is a mile marker, Q2 is a mile marker, Q3 is a mile marker. To make sure in Q4, we actually hit where we were trying to go, we are at mile marker one of the year. Where are we at? What needs to be adjusted to make sure by Q4, we actually crush our goals and we do it with ease.   Did we maybe get hit with some snow? Did we maybe get hit with some sick days? What was it? Let's not make excuses. Let's learn from it and project and move forward. So right now I want you all to block out 30 minutes this week to go look through Q1 metrics and compare them to where we wanna be by the end of the year. I recommend doctors and office managers do this. Go and look at it separately and then come together collectively. You can also do this with your leadership team. It's a really great time for you to block that time out right now and make sure you're on track. All right, step number two.   evaluate our team's efficiency and morale. Why? Why? because if we don't have a team that's synergistic, we actually are not able to have long-term success. Think about when we watch sports. mean, hello, March Madness. Hello, football season. Hello, all of them. You can tell teams that are synergistic and working well together, and you can tell teams that aren't. And something that's really paramount in team synergy is can we tell each other when we're off track and not have it be eggshells? I really love the book, Five Dysfunctions by Patrick Lenziani.   It's really a great way for you to see your team health. There's also difficult conversations don't have to be hard. There's ways that we can, crucial conversations if we're struggling with this, but really how do we actually do this? And are we checking in one-on-one monthly with each of our team members and getting honest feedback? Are we celebrating the wins and acknowledging the shortcomings? Are we looking for support and training that we need to have? Where are we at? But this is something that's so important to have really truly team efficiency and morale, because if we're not operating as a strong team,   Kiera Dent (04:40.942) we're not gonna make it to the finish line. And so having that like true focus right now on it is going to honestly be able to help you all truly flourish and thrive in 2025. All right, step three, I want you to adjust and refocus our annual goals. Looking at where we are, where we need to go, what do we need to be changing or adjusting to make sure that we're there? We might need to adjust right now. We might need to say like, we gotta be a little more flexible here.   This is something we didn't plan for. Maybe we lost an associate. Maybe we lost a hygienist. Maybe we lost an office manager. Some of those things, if they're out of our control and they truly will impact us, we do need to adjust. If we lost a provider, we've got to adjust those goals. Otherwise, we're chasing a dream that we can't quite get. And so I don't like to create excuses, but I also want to make sure that we have flexibility within the rigidity. So we've got the strong goals that we've set. We also have the flexibility of if life happens, we're not making excuses.   but we're actually coming to the table. So what do we actually need to do? Where are we at? What are the top priorities that we did really well in Q1? And what do we need to be setting up for Q2? I love the model of traction by Gina Wickman. This is something we work with a lot of our offices on. It's what we were building within our in-person community where we really are helping you assess your business every single quarter, just these simple three points. We have a deeper dive that we do within our teams to make sure that we're...   quickly adjusting, but not adjusting too quickly that we're able to give them the momentum and the traction that our teams need. So for this, like I said, we need to assess where we are, take 30 minutes and look to see where we are, what did we do well in Q1, where are we off track that we need to get back on track? Two, look at our team efficiency. How are we working together as a team and what do we need to change? And then three, adjust and refocus our goals to make sure moving into Q2 that we are actually set up for success.   I love this, so I want you to revisit your annual goals, break them into Q2 action steps. Like I said, I love to do it in traction. I love to do this with our offices. It's something very fun and fulfilling for me. We do it as a team. We have a coach that comes and meets our leadership team. We break it down to our departments and make it really easy. So three steps, you've got them. You know where we need to set the time aside now. Wherever you are on the journey, high five. This is where we are. We got here. And this is also, if there was a hard quarter, Tony Robbins is one of my favorites.   Kiera Dent (06:59.574) And he says, if it's a hard quarter, something that's just really beaten us down, we just look at that and say, well, hello, we finally have a worthy opponent. If we're riding high, we're doing everything, we're on such a good roll. Amazing, ride that high, ride that wave because a worthy opponent will show up at some point. We do not fall apart, we do not break down. We look at it, we face it, we figure it out, and we rise again with a true plan.   You guys, it's truly so important for you to assess where we at. We have three more quarters. Let's make them the best quarters. Let's make sure you're thriving in 2025. I am happy to share with you a Q1 checklist, whatever we can do for you. DM us, email us, Hello@TheDentalATeam.com You guys, please subscribe. We have newsletters every single week that come out to you. So if you want, head on over to our website, TheDentalATeam.com for more dental leadership insights.   Dental A Team is truly committed to you thriving in 2025. And if you're like, Hey, I could really benefit from one-on-one of having someone there with me benefiting from a community that started to support you having a structure that, that air quotes forces, but we really do. hold you accountable to it to make sure you're deep diving on your business. Reach out. This is what we do. Hello@TheDentalATeam.com as always. Thanks for listening. I'll catch you next time on the Dental A Team podcast.  

Kiera walks listeners through five steps to understanding a profit and loss statement: Know the structure Follow the revenue streams Track your spending Calculate the ratios Set financial goals Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:03.726) Hello, Dental A Team listeners. This is Kiera. And today I just wanted to empower you with, if you're in the boat of struggling to understand your P &L, struggling to understand how to truly master your dental finances, you're not alone. This is common. This is what I'm obsessed with helping dental practices truly understand. And today I want to break it down into five simple steps to give you clarity, control, to really be able to understand your dental practice finances. So today,   I just wanted to let you know that when you understand your PNL, which is a profit and loss statement, it helps you just be able to know which metrics to move to understand how can I actually create better decisions to feel more empowered with my numbers. And so I want you just to know that there's five simple steps that I've learned that I wanted to bring to you to really help you understand this and to this year maybe embody the identity of I am a.   money master or I am a finance master or whatever it is where you really take control because at Dental A Team when we consult our practices we have hundreds of offices and we work virtually we work in person we work one-on-one we work group style but I found that like one of the biggest stressors for dentists is not understanding like how does the money work we understand the dental we don't understand the team per se front office is like I don't know but it's really like where is my money and how do I actually make my money work for me   And so understanding that, what does it mean to be profitable? We have overhead calculators, we have profitability scorecards for you that I really love helping our clients with. But really it's like, let me just break it down into the nuts and bolts. I am not a CPA. I will have that disclaimer out there. I just am going to break it down of like, how do I become a financial master? So today let's break it down into step one is understand the structure of your PNL. So a PNL is broken down into basically like our, our revenue, so our collections, and then our expenses from there.   and then that breaks it down into profit. Now, something that always gets a little funny is debt services. And if we've got loans or student loans or practice loans, sometimes those are associated with our P &L, other times they're not. And what we really care about as owners is cash, right? We want the cashflow, we wanna understand where that's at. And so if you understand that it's broken down into this where we've got money coming in, so those are our collections, we need to make sure our collections sit at 98%. So we produce, we collect money.   Kiera Dent (02:21.654) those collections and then we spend money of our expenses. So payroll, rent, utilities, supplies, all of that paying you as a doctor as well. And then from there we have what's called our profit. And then after that we have our debt services and then that's our cashflow, but also cashflow then there's taxes that come out of it. And I think when you understand that instead of it being like, I don't have any money. We just understand that this is where it goes. And so if we're not tracked, if we're not tracking it, what happens is we're spending money.   We're spending more than we need. Like I had an office and they weren't tracking their supply spend. And so what happened is they were spending about 30,000 a month in one location. They're spending about $5,000 a month in another location. There's a discrepancy, but they didn't even realize that they were having this discrepancy until we started looking at their PNL. So once you start to monitor it, then we can actually get our supplies into more of like a 4 % of total collection. So if we're collecting a hundred thousand, 4 % of that would be $4,000. That's what we're allowed to spend for that month on supplies.   Well, now we have the budget. Now we can get it in alignment. We can actually track it and lean it down. Another officer looking at their P &Ls are doing it. They were at an 85 % overhead at the beginning of the year. By the end of the year, they were coming in at a 53 % overhead. So to me, it's just a math equation. One plus one equals two. How do we, we have money coming in, subtract the things we spend. We have profit leftover from there. We have our debt services and our tax that gives us our true cash at the end of it. So then number two is we got to focus on   What are the ways that we actually bring production and collections to the practice case? We've got our PNL. We understand how that's broken down. I also want you to know there's a chart of accounts that you can change that up. But step number two is we've got to focus on the revenue streams or the production of how do we actually get money on the books to be able to collect that? Are we being profitable in that zone? So there's different ways that we do this. So like hygiene, restorative, ortho, cosmetic, like different ways that we do it. And some offices actually like to track this and break it down. And you can actually put this on your PNL.   You can literally put down how much production has come from restorative, how much production comes from hygiene, how much production comes from ortho, and then you can break down the collections that we have from that as well. So this is something really awesome to see how much of my practice is hygiene, how much of my practice is on implants or all on fours, how much of my practice is ortho. I have a pediatric practice and they really love to track their ortho amount of it because they want to see how much of their practice is truly ortho. Do we need to spend more marketing money there or do we not? This really helps you be able to see   Kiera Dent (04:45.64) What services should we continue? Which ones are the highest revenue? Do we need to change our fees on it? Do we need to look at different ways to break this down? It's really, really, really fun. And so then I can look at what promos we put in the practice. Where do I put my blocks? What block scheduling do I need to have more of? What marketing do I need to spend to make sure we're getting the correct revenue or production streams of the correct patients? We're treatment planning it. We look at our treatment tracker to see, are we actually bringing this in? We can actually increase profitability without needing more patients if we follow this. So   A quick action item on that is maybe talking to your CPA about breaking down your revenue by services of what's coming into the practice to see where most of your income is actually coming from in the practice. Super enlightening when you start to look at this. Step three is now going to be looking at what we're spending. OK. And on the chart of accounts, if it's not broken down, you can ask your CPA to break it down. I've mentioned on prior podcasts that we were spending about fifteen thousand dollars on hiring once upon a time, but I didn't even know that's how much I was spending.   This last year, they had all of my marketing lumped into one. So I actually asked them to break it out. How much am I spending on the website? How much am I spending on events? How much am I spending on our ads that we're running? All these different little pieces, because I wanted to get more granular and understand where are the dollars going and what, if I spend a dollar, it coming back to me and what is it? So thanks for you on looking at your expenses. We usually have payroll, we have rent, we have supplies, we have labs, other things. We have our marketing, CE, consulting. We're going to want to look at   Maybe you have our associate doctors on there, but what are these different pieces and payroll? Oftentimes it's all the fringe benefits that go on to it as well. So making sure are the additional pieces of like our 401ks and our health benefits. What is all that going? Cause that does go into payroll. What's our payroll tax on that employee? Gosh, that was a fun day when I learned like what? So this also just helps you look at it. And then what we want to do is we want to look to see, there ways that we can cut costs? So going back to that example of cutting supplies,   Well, this office was just ordering through one supplier. There's companies like Ordo or Synergy or different group buying areas where you can still go through your same preferred vendor, but we can just get it on a discount rate. So for example, kind of like using Costco, like I can go and buy my, I thought Costco was ridiculous on their rotisserie chickens. Like they're $5 or I can go to Safeway and spend $9. I'm still getting a rotisserie chicken. It's just how much am I spending for it?   Kiera Dent (07:10.742) Now I get that food's a little bit of a funny analogy because food is not equal across all stores. So let's do something a little bit easier. I could spend, you know, I can have my car insurance, like again, through Costco versus through someone else. We're just trying to get our reduced costs, still getting the same quality, but could we reduce those costs? Other times just giving a budget, me realizing that I'm spending 15 grand on hiring. Well, there's a great company called Viva HR. If you do Viva HR slash Dental A Team or just DM me or   email us Hello@TheDentalATeam.com literally spend $100 a month on unlimited ads. So took a $15,000 spend down to a $1,200 spend right there. I freed up over 10 grand. I mean, we're talking more like 13 grand that I was able to then save and allocate somewhere else just by switching that one thing. I'm still doing the same thing. I'm still posting the same ads. I just use Viva HR rather than spending it on indeed, but I never would have known that if I would have been tracking this.   So this is where can we look at it? So what I recommend, and we haven't broken down into percentages on our overhead calculator that we've created for our clients, but you wanna categorize your expenses and look for areas where we can cut unnecessary costs. And also what's the percentage of our total collections that we're collecting that we can actually minimize and make sure that we're with the alignment of what's recommended. So for example, like I said, supplies are usually at 4%. Payroll is between 25 to 30%. So making it get all the way down, but also,   Those percentages are just baselines. If you want more profitability, can we shave a half our percentage? Can we shave 1 % and still maintain the quality of our practice? That's a question for you to answer, but great ways to analyze this. So that would be action item on this is let's categorize your expenses, look to see where we can cut, look to see the percentages to make sure what is in there. Is it allocated correctly? Meaning did they put actual supplies in supplies or did I get labs in there as well so that when my numbers are wrong and what other ways can I change that?   Okay, step four is now we wanna calculate our ratios. So on that, we're going to wanna figure out like, what is our profit margin? What's our payroll ratios? Like I was saying of those percentages, this is now where we break it down. If I'm spending $10,000 on payroll out of 100,000, well, that's a great gig and I probably don't have enough people on there and I have space within, because I'm only at 10 % and I could go up to 30 % again, depending upon what I want my profit margin to be.   Kiera Dent (09:33.39) I target with all expenses paid for offices to be a 20 or 30 % profit margin. So that means, cause overhead and profit get a little funny, overhead means all of our expenses, I like you to hit around a 50%. So if I've collected a hundred grand, I don't want you spending more than about 50,000. That leaves 50,000 here. We pay our doctors here. The goal is to leave about 20 to 30 grand if we're on this hundred thousand collection practice of true profit. Now of that profit, we, like I said, you can have debt services there and also taxes.   and depending upon the tax bracket you're in, that can actually make a pretty big difference. If I'm collecting 20 grand, I'm really not collecting 20 grand because I owe taxes on that. So that's a big asterisk around cashflow of how to master this and how to look at this, but making sure we're at the correct percentages for it to then gauge where are we at. So figure out what your, what our costs are, get them in in the pieces, and then figure out the percentages of each one of them, making sure that we're actually at the correct ratio.   of what it should be. In Dental A Team we're high on payroll because the bulk of our company is team. I don't have a physical location. I don't have a place that goes. Our product is our consulting. So my payroll is much higher than 30%. I pay a lot in payroll, but that's also, that's my product for you. have a lot of product in your practice of the supplies that go into it. We don't really have a lot of supplies that go into ours. I have a lot of software that I spend on. So everyone's going to be a little bit different, but we do have categories for dentists that we recommend.   Like I said, payroll 25 to 30 % supplies at 4%. Labs are 9 % combined together. Those are between 13 to 14%, especially if you're on an implant practice marketing. If you're growing, it can go all the way up to 5 to 7%. If you're lower, it should be a 2 to 3 % again, pending upon your goals and also pending upon where we want our profit margins to be. I really love my doctors to be paid at least a 30 % and they're also can get in to a little variable of do we pay our doctors as associates if you're an owner or not?   Kiera's opinion, and I know, like I said, I'm not a CPA. My opinion is I like to help practices exit out of the practice if they want to. Meaning, if you want to own your practice and not have it dependent upon you, that's what I like to grow for offices. So they have the option if they want to, or if any life circumstances happen, they're not handcuffed of, I don't have anything else I can do because I'm no longer practicing dentistry. To me, that's a very scary spot to be in. So what I do like to do is pay my dentist as an associate and as an owner.   Kiera Dent (11:56.386) because that way if I ever want to replace my doctor, I already have on my P &L paying them as an associate, not just as an owner or actually taking $0, which often happens because of distribution. Now your CPA can help you advise on tax strategy because there are strategies of how much you quote unquote pay yourself. But the way we have it is we just break it down and you don't necessarily have to run it through payroll. We're just making sure that our P &L matches so we know how much profit we'd have if any life circumstances happen to you.   All right, and now step five for you. Step five is we wanna set financial goals and track our progress. So like I said, where are you wanting to be on your profit margin? Do you wanna be, where are we at baseline today and then where do you wanna get to? And then we look at the pieces for it. Just like on a family budget, if we say we wanna save for a car or we wanna save for Disneyland or we wanna go on a trip to the Bahamas, well, now we start to save and we start looking at our expenses of well, what could we eliminate? Maybe we don't need Netflix anymore. Maybe we don't need a DoorDash. Maybe we don't need internet. Maybe we need to...   add an extra job to it to be able to pay for this. But it's the same thing in a practice. If we want to have profitability or we want to have long-term financial success or we want to be set up for financial freedom, what do I need my business to profit to be able to go after it? And how do I look at this? So then we look for how can I increase my production of higher revenue generating pieces that we enjoy doing? Maybe All On X, maybe Ortho, maybe same day crowns, whatever it is for you, how can we add more of that to our schedule?   How can we decrease the expenses or be smarter instead of just paying straight through a supplier? Could we work with a bigger supply company, like I mentioned, kind of like Costco and get a discounted rate for that? Could I do that and save money on things I'm already buying? And then we're gonna wanna make sure we get those profit target margins, the percentages, based on the industry benchmarks, like I mentioned to you, to really be able to grow for this. And so it's really fun if we look at those little items,   It just becomes a shave of a half a percentage here, a 1 % there, a couple dollars here, increasing our production, using better block scheduling that really makes us where we then are tracking our progress. And it's really fun when you can get an office manager and a leadership team bought into this with you as well, which is why we share it on the podcast, because when they're all tracking and they're all aligned and we know what our profit margins need to be, it becomes much easier. And so if there was a practice,   Kiera Dent (14:17.262) Like I said, we track with them quarterly, we're watching it they went from that 85 % overhead all the way down to 53%. Well, let me just do some simple math for you. Pretend that practice was only, let's say that they collected a million dollars that year, okay? So they did a million and that they were at an 85 % overhead. That would mean that on a million dollars, and let's say a million was true profit. So we've got a million, we've got 85 % overhead. That practice was collecting or like take home.   not including tax and all the other things, 150,000 out of a million. Now I understand. Now, if they're able to go, that was an 85 % overhead. If they go, so still a million dollar practice, down to 53 % overhead, what that does is that actually moves them into 530,000 is now their costs, right? Did you follow my math on that? 530,000. if they, and from there, so that means they're taking home 470,000.   That just simple shift, they didn't increase their production. They just reduced their expenses. Again, a million dollar practice, 150 to 470. That's a really big swing. You don't have to do anything more. We just had to be smarter with our dollars. So when you look at that and you think about that, that's where numbers get really fun for me. And that's where I love to empower doctors, leadership teams to how can we actually achieve this? So my goal for you would be let's set a financial goal for the next quarter.   Based on your P &L review, do we wanna cut down our supplies? Do we wanna increase our production? Do we wanna add our block schedules? What do we wanna do in there? Because this then will literally help you exponentially grow to your financial freedom. So as a quick recap of these five simple steps are one, understand the structure of your P &L. Two, focus on the revenue or production streams that we can add in. Three, analyze our expenses. Four, calculate the ratio. So again, the percentages of them and get those into industry standards.   And five, set financial goals to track the progress and actually see where we want to be. It's such fun for me because this is how you actually are able to exponentially have your business work for you. You not working for your business. You don't have to do more work. You don't have to more patient flow. None of those things. We just have to be smarter with how we're utilizing our money, how we're collecting collections, impact that how we're spending our money, making sure we've got budgets in place for our team. Teams will follow suit. We just need to get this set up for them. So this is where it's really fun. And honestly, you understanding your PNL.   Kiera Dent (16:43.158) It allows you to just make informed decisions, increase your profitability, AKA take home pay and grow your dental practice. And then the next step of this will be how do we actually keep the money that we're making that becomes so fun. So I'm happy to go through this. If you guys want, I can go through a PNL piece with you. Hello@TheDentalATeam.com or go to our website and just book a call. We can do a practice assessment with you, totally free complimentary on my side because this is really where I love to just truly empower doctors and owners to take.   the like bull by the horns, you're already doing the dentistry. Let's have you now be compensated for that and do it in a fun way where you now feel like you were in financial control for yourself. So this is literally what the Dental A Team does in consulting. If this is helpful for you, you want one on one help, you want us to dive into your practice more in depth. Like I said, we have that complimentary assessment for you. Click the link or come work with us. I'd love to have you because this would really be a zone. You can DM us on social media, the Dental A team. So Dental A team is our hashtag.   or you can email us Hello@TheDentalATeam.com This is truly the zone though. Become a financial master this year. You will be so happy that you did this. This is a gift you can give yourself. And as always, thanks for listening and I'll catch you next time on the Dental A Team podcast.

Bringing on an associate is a big move for any practices, and while the benefits fill out a long list, the way it's done will have lingering impacts, for better or worse. Kiera gives three actionable tips on how to make the transition a smooth one for all involved. Find an associate who fits your clinical and cultural model Schedule a team meeting with the associate Establish regular check-ups with doctor feedback Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.45) Hello, Dental A Team listeners, this is Kiera. And today, you guys, are you struggling to onboard a new associate without team tension? I know that this can be a tricky problem that a lot of our offices faces. And so these three steps will make the process smooth and successful. Honestly, onboarding an associate is such a critical piece. You're bringing on this new doctor, they already love you, they already know our existing team, and now we're bringing someone new in that's gonna help us help serve more patients. It's going to help our team be able to get those hygiene checks on time.   going to be able to help us expand our clinical suite. So whatever the reason for onboarding an associate, it oftentimes comes down to that team buy-in, not having the team tension, getting the patient retention. And so the goal is today, I'm going to walk you through really three simple steps for you to be able to onboard this associate with ease and success.   I am Kiera Dent. Dental A Team was created to really help give you guys wisdom and knowledge out in the field to have a trusted expert, someone who's been there, done that, done that successfully multiple times. Honest to goodness, our consultants are incredible. They really have real life experience. Every consultant on the Dental A Team has to have real life experience in the practice.   clinically and for an office. They've had to grow multiple practices exponentially. They've had to work through these kinks. So when we give you tips and advice is not because we're just here talking about theories and what we hope works. It's because we've been there, done that and done that successfully. Honestly, onboarding an associate is going to affect your long-term harmony. This is where it's going to be amazing for your team with harmony, but also productivity. And so today is going to be short, actionable episode. And honestly, you guys are going to want to wait till the end because I walk you through the three steps.   And then at the very end, I'm gonna wrap it up for you of exactly how you can do this with simplicity. So step one is you need to actually find an associate who fits your clinical and cultural model. This is really paramount because a lot of times we just want an associate. We just think, let's bring someone in. But what we forget is these patients have been coming to us as a clinician, as a practice, as a culture, and that's what we've actually built. So there's a lot about branding in other companies. Well, in your dental practice, you have to realize you as the dentist, you as your clinical skill set has actually been built.   Kiera Dent (02:08.034) to be able to be a culture that your patients are accustomed to. So it's crazy because we just think we just need to hire an associate. No, actually looking to see are they clinically the same as you or adding to your skillset and also do they fit your cultural model. It's wild because if you'll just take the time to find this person who fits not being desperate but actually using the time to find them is really going to help. Now people ask me, Kiera, where actually can I go to find these associates because it can be tricky. And what I say is let's start talking with the community.   Talk to the dental colleges that are around you. Talk to your Henry Schein rep or your Patterson rep. Start talking to different offices because they might know someone. Get to the country club. A lot of deals have been made on golf courses that I've heard. Go to yoga studios, different places where people will be and start talking and networking and letting them know who you're looking for. Also let your team know, hey, we're looking for this. This is who we're looking for. Do you know anybody? Because your team can really be an advocate for you.   In addition to that, I like to build pipelines. So if you know family members that are going to dental college or you have friends, but somehow getting really intertwined into that, that dental college around you, in addition to being able to work with residencies and G, your, your practices that way, that's going to help you actually exponentially become stronger to get this pipeline of people there. So really looking for someone who fits your clinical and cultural model is going to help you exponentially because they're going to subscribe to the models like you do.   They're going to act like you do. They're going to have the feel of it. And really, like I said, this is all about your brand. And so it's interesting because I've actually seen there was an office that I consulted and what happened with them is they brought on an associate. They thought that they were great. They had the clinical skills that they needed, but culturally they weren't aligned and the hygiene team started to get frustrated because this doctor was actually not following protocol within the practice. So whenever the two different doctors came in,   the hygienist were trying to adapt to each different doctor, the exams weren't consistent, the treatment planning wasn't consistent. And yes, there will be varying shades of this, but really making sure that in the interviewing process, this associate aligns is actually gonna prevent that team tension in the future. So truly, before you hire, clarify what your core values are of your practice and the clinical expectations that you have before you even go out to hire. Now, if you already have someone, that's okay, there's still things that we can do.   Kiera Dent (04:25.88) but really making sure that they're like almost this little perfect outline of what you're looking for because just like when we want to go buy a car, when we say, want to buy this G wagon or I want to buy this Toyota Corolla or I want to buy this Tesla. What happens is we start to see that car everywhere. Well, same thing's going to actually happen with your associates. When you know exactly what your crystal clear on, go for it. That's going to help you actually sift through and find the person that's going to work great for your practice.   Step number two is going to be once we get our associate, we know that they're going to be great. We need to actually have a team meeting and buy-in. Letting our team actually ask the questions because what happens is a lot of times the team tension just comes from fear. It's not that they don't want to onboard our associates. It's not that they don't want our practice to be successful. It's just fear. It's the, about this? What about that? What about my patience? And so what's going to happen is when we have an effective meeting with our team,   we're going to introduce the associate and their strengths, making sure we highlight why did we bring this person in specifically? What is it about them? Don't forget, this is about the branding, making sure that they're branded, making sure that they fit our brand of the company. And then we open up the floor of team questions and letting the team, like, what are your concerns? What do you think patients will feel? Because the more the team can air this out, the more we're going to be able to find solutions. And what I found is let's address them in, in person, in our meeting, but also have your office manager or a team member   actually take notes to where there's verbiage in their scripting because what we hear is not actually what we retain. And so just giving your team the tips and the tools of amazing, this is how Dr. Sarah is going to do a great job on our clinical experts or what's going to happen if they have redo treatment, what do we do then? And so that's really going to be able to help your team feel confident because now they've got the what happens when and here's the solution. And if you write that up, it's very simple.   This will help long-term and also we really want to like boost why this associate is going to be great for the practice. Now a question that you could also ask to follow up on this is what qualities do you think would help our new associate succeed here? Because these are also going to be things of what can we do to make sure this associate does great here? How do you think we need to behave? What do you think the things we need to do are going to be this way this associate is truly successful and set up for success within our practice?   Kiera Dent (06:37.838) And what I found is when the team is bought in and they're bought into the associate, they're excited about the associate, they've had their questions answered, that team rallies around this associate. That team is super excited to recommend this associate for treatment. They're excited to recommend this associate for other patients in the practice. And something that really gets squirrely with teams is who's gonna see the new patients? Who does the hygiene exams? What can this doctor do? And as a team member myself,   I'm always looking at their clinical suite. And so making sure that that team knows perfect, we're gonna onboard them this way. We're gonna actually check their work with x-rays post-treatment. It's okay, we do this for the first three months. That way we don't have to do redos. Me and the doctor are actually gonna be working together. So the doctor and the associate will work together on monthly calibration meetings, weekly calibration meetings. They're also gonna calibrate with the hygiene team and really truly setting these in your schedules from the get-go will honestly help you onboard this associate with success. So what I like to do is,   the, the call to action on step two would be schedule a team meeting before the associates first day and set the stage for success. I usually like it to be a week or two before we type up that protocol for them. They know what's going to go on. They're able to meet this associate. They're able to get excited for the associate. And I also prep the associate like come in and be a human. They want to see your fun side. They want to see your clinical side. So if you can also show examples of case works that that associates done in the past, that also can really give the team buy-in for this as well.   And then step three of this process is going to be onboarding this associate successfully with daily, weekly, and monthly check-ins with consistent team and doctor feedback. Now I know this feels weird and a lot of doctors get funny because like, but they're a doctor and I'm a doctor and I don't ever want to undermine them. And what I, what I want to recommend and really emphasize for you is you are the expert in your practice. That doctor is an incredible dentist. That's why you're hiring them, but they don't know how to be an incredible dentist in your practice with your team in the ways that you guys have set it up of the culture of your practice.   So we're not here to tell them how to do dentistry. Maybe there's a few things that we do need to correct or to change or to calibrate on, but the bulk is how do we do it within our practice? And so there's onboarding checklists that we really love to do of how they can shadow. I really love to dovetail. So that means the doctor watches one procedure and then you watch one procedure. And I know this sounds annoying because usually when we want to hire an associate, we want them yesterday and we want to just fill their schedule.   Kiera Dent (08:56.44) But I say if we slow down to speed up at the beginning, this is actually gonna help you be very successful with your associate, be very successful with their onboarding and catch the issues quickly and give the honest feedback before it becomes harder to give the feedback. The longer we go without giving that associate feedback, the harder it will be for them later on to take that. So it's giving the shadowing, maybe dovetailing. I use the same dovetail where it's one appointment then the next appointment. We go back and forth and we watch each other. Have them hear you do exams. You hear them do exams.   This allows you to calibrate very quickly. And I know it feels annoying, but I promise you, if you'll do this, that doctor will be able to produce for you so much faster than you think they'll be able to. So then from there, what we're going to do is we do a weekly where we actually calibrate with them and doctors, strongly recommend you put this in your schedule. We calibrate with them. We pull up X-rays just like going back to dental school. What's the FMX? What do you see in this X-ray? What am I, what do I see? We don't actually talk about it out loud, but we write it down and then compare notes.   We calibrate with our hygiene team. And if you have a really calibrated hygiene team, they should be able to tee up the treatment for the doctor. And then the doctor's then really just gonna have to come in and swing and make it happen. But that doctor might see things differently. And so really, what do we do if we see things differently? How do we calibrate our hygiene team? I recommend this takes about three months of being very intentional with it, meeting every week, meeting monthly and giving the feedback and doing true formal check-ins for both the associate and the team. Asking the team, how are they doing? Asking your hygiene team how they're doing.   giving the feedback of the positives and the areas to improve early on is going to fix that. Like I said, I'm very big when you onboard to make sure you're taking x-rays pre and post treatment. I know it sounds funny, but you really can get a lot further ahead if you're willing to take these quick steps. having a really structured check-in will help. And like I said, I have it in office and what was funny about them was it wasn't even funny. was just really like, truly it was sad because they had this amazing associate.   They brought them in. They didn't want to check the work. They didn't want to do the onboarding. They were like, they're just an amazing clinician. Let's go. Well, three, four months in, they started seeing a lot of redos and a lot of patient sensitivity and a lot of patient complaints. So they started looking, they started looking at the x-rays. had a lead assistant that sat with that doctor and started realizing there were open margins. Well, now it comes to the spot of they've been working with us for four months. We have all these patient treatments that's been done. We know we've got four months of not as great ideal dentistry. What do we do now?   Kiera Dent (11:17.826) They ended up having to terminate that doctor and they had to do, was about eight months of redo dentistry that they had to do. And I thought we could have swallowed our egos. We could have swallowed our pride. We could have been here. We're here to help you. And let's fix these problems and issues before they become big issues. That's a much easier conversation to have than one after they've been in the practice for four months. It was awful for this practice. It was hard. And they have committed that every time they now bring on an associate, they always do the onboarding. They always do the calibrations. They always take the X-rays.   And also another tip is adding a lead assistant with that associate as soon as they start really sets them up for success because that assistant can see a lot of things that maybe we don't see otherwise when we're not in the operatory with them. So really having that, and I say map out your 30, 60, 90 day plan. What are you doing daily? What are we doing weekly? How do we make sure that they know how we treatment plan a crown? How do we treatment plan a root canal? How do we treatment plan and talk about implants? If they don't do this type of treatment, who do they refer with air quotes in our practice?   is really gonna set this associate up for success. So as a quick recap of how we onboard an associate effectively without team tension and amazing team buy-in is number one, we wanna make sure that we're hiring an associate that has our clinical and culture skillset. That's number one. Make sure we've got the DNA right of the correct person, because that's gonna help us exponentially. Number two is have a team meeting where we're able to actually talk through what does this associate need to be successful.   What are our questions? And we write it up a protocol for the team to follow. What do we say to patients? How do we introduce? Where do the new patients go, et cetera. And then step three is going to actually 100 % onboard this associate correctly with check-ins, calibration, and consistent feedback, 30, 60, 90 days, and possibly even beyond. And when you do this, this is going to be an incredible way for you to onboard them, have successful team buy-in, and hopefully incredible successful associate success.   I think one of my practices that I'm just really, really proud of within Dental A Teams Consulting is they were able to bring on two brand new straight out of school graduates. And they really were intentional about how they did it. They got the DNA right. They had a team buy-in of how we're going to do this. We set up the schedule appropriately. We figured out what this associate doctor needed. The associate doctors were mentored every single week. The hygiene team gave a lot of feedback. The dental assistant team gave a lot of feedback. And within nine months, their associates were producing about 100,000 a month.   Kiera Dent (13:42.156) And to me, that's an incredible success story of we slowed down to speed up and look at the success that they were having. So with that, I really hope that you guys are able to take this to implement, to get excited for it. And if you're onboarding soon or thinking about us, DM us or email us, Hello@TheDentalATeam.com for an onboarding checklist that we can share a sample of what this looks like. And always like subscribe for more tips on leadership and success in your dental practice.   This is truly what the Dental A Team does and we help offices overcome these issues and overcome these struggle points to make it very successful for you and your team. So if that's helpful, reach out, Hello@TheDentalATeam.com And as always, thanks for listening and I'll catch you next time on the Dental A Team podcast.

Kiera reminds dentists to prioritize wellness and support in their day-to-day. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01.006) Hello, Dental A Team listeners. This is Kiera and happy National Dentist Day. I felt like today would be such a great day for us to highlight how we can support dentists on mental health, wellness, and excellence on National Dentist Day because I believe that dentistry can be a lonely profession. I believe that I've seen so many dentists feel alone and isolated like they're on their own island. And so today I just wanted to highlight and celebrate.   how much dentists do and also how dentists can help themselves, but also how your team can help support our doctors that do so much for us. So today, you guys, honestly, dentists face unique challenges. And so today I just wanted to have it be a powerful reminder that prioritizing wellness and support in our profession is necessary. It's needed. It's such a lonely profession in so many ways, if we choose. And I don't want us to choose that. I want us to choose a vibrant, a happy, a fulfilling   space in dentistry. And that's honestly what Dental A Team is about. We created this podcast to positively impact the world of dentistry. Our mission is to truly impact the world in the greatest way possible. And we do that through expert consulting for dentists and teams. And so really helping you see that there's two sides to this coin. There's ways that we can see that it's a lonely field and we can also see that it's a very fulfilling field. And so today I just really hope that you take some tips from today. I'll give you three simple steps of how we're able to really take care of ourselves through self-care.   through mental health and also team collaboration in dentistry. I'm really a big proponent of mental health, especially in dentistry. And so today I just wanted to walk you through, you guys know the Dental A team, we're here to support you. We have consultants that are truly in every position in the dental practice. We come into your practices. We coach you virtually. We help you. are your advocates in dentistry. We're your advocates in business. We're your advocates for having the life on your terms.   Like I've said many times, life is my passion, dentistry is my platform and helping you truly be the fulfilled dentist that you were created to be. I love focusing on you as a person, on your profitability of your practice and then on systems and team development for your practice and really making that be an achievable piece for you. And so today, you guys, I do believe that there is a balance needed between professional success and personal wellness. And I don't believe that it has to be one or the other, it's an and. And so really giving you some quick tips today.   Kiera Dent (02:19.418) of some concise value-packed information that hopefully will be able to help you as we celebrate National Dentist Day. So number one, step one is to prioritize mental health and stress management. And I think the word prioritize in choosing that I am someone who does prioritize mental health and stress management. There've been studies that have been done that show that the workforce used to be one where it was more physical labor and so really taking care of our bodies. And now we've moved into this space where it's a very mental   world where so much of it is in the mental cognitive constantly running and it never shuts off. And I believe for dentists you have the mental where it never shuts off, but you also have the physical exhaustion of truly doing dentistry all day long and your bodies and making sure you've got the ergonomics. so being able to have that mental health and stress management where we have some shutoff time, where we do build the muscle of our brain. I remember I was in therapy and I said like, I can go and I can work out, but what can I do for my mind? And that's where we   we start to create the, if you will, the workout or the, the mental strength building through meditation and through silence and through some of that downtime shut off to allow ourselves to actually have that calm, have that space. so some key strategies for better mental health are mindfulness and stress relief practices like meditation. I'm a big believer. I read Miracle Morning by Hal Elrod. So if you're interested in a book, I love some tacticals for you.   That wouldn't really help me see how I could have a miracle morning of meditation, journaling, taking some time for me. And I really would encourage you to schedule 10 minutes a day or even just one minute a day for you to have mindfulness and reflection starting today. Do yourself a favor. It's National Dentist Day. Buy yourself the gift, the gift of time, the gift of mental clarity, the gift of   of really taking care and honoring yourself. And for me, I was able to do a shift of, like to honor my body. This incredible body that does so much for me is where my mental health journey started and to relieve the stress. So whatever it is for you, for me, it's hiking, it's being outside. So I love to meditate and I love to go for a morning walk to give my brain a shower. So whatever it is for you, giving yourself the gift, because if we can take care of ourselves, then we're able to give in support to so many others. And so dentists really,   Kiera Dent (04:35.662) being aware that you have the physical demands and you also have the emotional cognitive demands that are on you. And so having that, I also believe sometimes having a therapist can actually be a great thing for you within this mental health and stress management strategy that you create. And then also there's other things of joining communities of like-minded people like you. I believe that really can help and that's something I'm very passionate about. That's why we're bringing our dentists together because so many times as a consultant, I hear hundreds of offices.   and they have the same issues and the same concerns just colored in a little bit different way. so bringing our doctors together in person through our masterminds and through our in-person events really is a great way for our doctors to feel the support to say, I'm not alone. And when I hear dentists who have connected say, Kiera, I'm so grateful to know I'm not the only one. I think that can also boost that. So I would encourage you to schedule one minute to 10 minutes of just you time through meditation.   through stress relief, we're off the phones, we're off the screens, we're not listening to things, we're not trying to solve the problems of the world, but we just take that moment and reflect starting today. Step two is team members. This is for team members of how you can support your dentist. I do believe that teams, can really support our doctors by champion for them, helping our doctors get out on time, doing things for our doctors so that way we can...   Let them have the as much as we can take off their shoulders. So having our room set up and ready to go when doctors come in, so they're not looking for it. Hygienist calibrating. So that way your doctors have consistent exams. So when they walk in, they're able to get in, have a great exam and leave the room. Office managers, what your doctor asks you being really mindful and intentional to take notes and to follow up and to come back to your doctor. So they're not having to have the mental stress of trying to remember all the things they've asked for, but you proactively being on top of that.   Also making sure we're hitting our production goals and our profitability goals and our billing and keeping that AR down. I think are some really great ways to help support our doctor. And then also scheduling a schedule that's realistic for that doctor to be able to get through and not have to be superhuman and be in like five rooms at a different time or all at the same time. To me, that feels so unfair for that doctor. We expect so many things from our dentists. so teams, feel really being proactive on how we can help our doctor look to see because   Kiera Dent (06:53.912) Your doctor, as an owner, can tell you, is constantly thinking of ways that they can help make you happier too. And so if we can be a yin and yang team together where we're all looking out for how can we help each other. But those are some quick tips, I think, from doctors and from owners and from CEOs that I've heard that if team members would just rally in those little areas, typically the things that cause the most stress for our doctors are unproductive schedules. working and not making money.   not collecting and not having that 98 % collections and then also team morale and problems. And then there's a million other things, but I think those things really are some, some clutch things for teams to support. so teams also, I would encourage you check in with your doctor, especially office managers. You're the one closest ask your doctor, Hey, how are you doing? And what can I do to alleviate stress for you? Because I want to remind you, there's so much weight that none of our teams can see.   When I was a team member, didn't realize how much weight was on my doctor and my owner that I couldn't see. so really like seeing that weight that we don't even know and lifting in these little ways, I think can really help. And doctors, going to encourage you to ask for the help. I know we think as CEOs and owners, we're expected to do it all and have all the answers and you're a doctor. And what I will tell you is that's a great way to be lonely, overwhelmed and come unraveled versus there is another alternative that I'd love to offer as a perspective where you can actually have a team that supports you, that trusts you.   that rallies around you that wants you to be the best that you can possibly be and really truly creating that type of a culture that allows freedom, allows creativity, that allows fulfillment rather than being completely like smothered by your practice and feeling like you have to do it all. Both are available to you and I might encourage that today you actually choose this path and a great way for this is have a team meeting.   to discuss that every ways that our team can lift and maybe say, hey, this could really help me out if you could do X and each of us brings only one thing for one person. So not one person is getting 75 different things, but we're being intentional and cognitive of that. But how can we lift that burden? And a lot of times those burdens aren't even known. And so speaking up and having a team where we're collective with this, because the reality is most of us can take on one little piece that would actually chip away the burden of somebody that's very heavy. And then step three is,   Kiera Dent (09:05.73) I believe committing to lifelong learning and professional growth can also really help and this ties into a community. But finding ways to stay inspired, finding ways to get excited about what you're doing in dentistry rather than the day in day out mundane. And so finding ways where we can have continuous growth, we can find ways to stay engaged. I know for me, I accidentally got to a spot where I got disengaged. I lost the passion. I lost my why. I lost, why am I even doing this? I love what I do, but I'm stagnant.   And it was because I wasn't growing, I wasn't evolving. And so go to CE courses, schedule one in that really gets you excited. What do you really want to learn this year? What's kind of a pain point for me this year? It's marketing. And I'm super jazzed, even though it sounds daunting to me, but I'm super excited to learn the ins and outs of marketing, to take on AI courses, to figure out how I can incorporate that into the consulting company and then bring it also to our dental practices. But something that's going to engage me. I really have found that a lot of our doctors and myself included as a CEO,   getting in a community or a mastermind group with professionals, like where you can talk to them about these issues, you can be with them. I learned so much in person and that's why Dental A Team has brought in person to the table, to the scenes in 2025. I know when people have little kids or family agreement arrangements, it can be tricky, but I want to just remind you it's about a day and a half, at least that's Dental A Teams. It's a day and a half where you leave the practice, you leave your family.   and you go and you energize and you fill your cup. So then you're able to give to all these people so much more. And I think we, oftentimes make it bigger than it really is. It's a day and a half. So I'm giving up three days max of time to fuel my soul. And I think when we remind ourselves that we're worth that, but that's something essential. That's as essential as eating and having oxygen, at least for my soul and for me as a CEO and for a lot of the dentists that I consult and that our team consult, that's the equivalent of oxygen. And so really being able to have that of having a peer group,   And then really for yourself, just like, what do you want to evolve and to grow into set one or two of those that really just juices your life and gets you excited. I found that doctors, when they've joined groups, so a lot of our consulting clients, we have about a hundred clients and this year I'm excited. We're definitely going to be bringing on at least 200 and we've done it in a way where it will still feel very intimate, very small because I hate going into groups where I feel like I'm just one of the crowd. so   Kiera Dent (11:25.156) keeping it to where you feel very connected, very tethered, but also being able to expand our reach to more practices and to get more people connected. That's something I'm super jazzed about. And what I found is when dentists come together, when they see each other, when they meet with each other, their happiness goes up, their productivity goes up, their stress goes down, their team engagement goes up, because we don't just do this for doctors. We actually bring your office manager or a leader in person for you, because I found that that was the hardest thing. I go, get all excited about CE,   then I have no one to implement with me. And so not having that be the problem for you, but bringing you together. So productivity goes up, happiness goes up, stress goes down, team engagement goes up and ease comes into place and having friends. was like, gosh, it's like six wins right there. Just by being a part of something professional that stimulates you have a community of like-minded people for you. So like I said, three ways to do it are one, prioritize your mental health and set aside time to meditate, to do something for your mental wellness and stress management.   Number two is have a team that supports you and surrounds you and make sure that you are supported as a dentist and also dentists, you're asking for that help, not just burying yourself. And number three is having a support group and CE that energizes you and jazzes you and makes you so excited to continue and to be engaged are three great ways for you to be able to celebrate your mental health, your wellness and your fulfillment. This is truly the zone where you're gonna be able to have long-term success. We're not playing for the short game.   We're playing for the long game. We're playing for you to be fulfilled and happy for long-term success. And so I want you guys to know that I'm here. DM me, ask for help, reach out. If you want to come join us in person, I'd love to have you. These are some things that we can do. I'm happy to share with you my favorite meditation that I do, whatever I can do. So DM me for any tips. The Dental A Team, we're on Instagram, we're on all the platforms, we're on LinkedIn. You can message me directly.   And then also subscribe for more Leadership Insights where we celebrate you. We help you be a successful, thriving dentist and team. And if this can be a support for you, if you need one-on-one help or you're like, it would really help if I just had a coach in my corner, reach out. Hello@TheDentalATeam.com This is what we do. This is what we're experts at. And this is our passion. It's your success is our passion. And that's what we're here for. And as always, thanks for listening and I'll catch you next time on The Dental A Team Podcast.

Kiera shares a secret weapon to high morale in the office place: celebrations. There are three steps to maximize the fun while keeping everything running smoothly: Create a birthday and celebration system. Incorporate monthly team events. Make recognition public and consistent. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.792) Hello, Dental A Team listeners. This is Kiera and today I just want to ask you, do you really want a happier and more engaged team? Do you want to be able to know that they're going to be incredible with you? I do believe that celebrations are the secret weapon to building a positive culture. And today is a special day because it's Dental A Team's podcast fifth birthday. And so I thought it was just such a special time. You guys, this podcast has been running for so long. I am so grateful for you for being a part of it. And I just thought, hey,   Well, one of the greatest things is while we're celebrating Dental A Teams podcast birthday, let's teach you the secret weapon to building that positive, effective team culture. So you guys, the reality is when we acknowledge milestones, when we acknowledge celebrations, when we acknowledge things that our team is doing well, what that does is it puts our focus on the things we actually want our team to do. We put a focus on them as a human being. We put our focus on them actually being more of what we want them to become. And so what that does is it actually improves morale.   increases retention and that ultimately equals overall productivity. What's really awesome about this is people are looking for like, how do I hire? How do I bring on a team? Well, if it's a great place to work, people want to work with you. And a lot of times these celebrations are that secret weapon because it becomes fun. It becomes life. It becomes the things that we want to do. So in celebration of Dental A Team's fifth birthday, I cannot believe we've been doing the podcast for this long. Kudos and appreciation to all of you for being here. I just want to say thank you for being here.   And let's roll in three quick steps where you're able to use and maximize these celebrations to boost the morale that your team wants. Dental A Team was created for you. This podcast was created to bridge the gap between where we are and where we want to be. I try to create this in a quick tactical, practical way for you to be able to take this, celebrate your team, have the fun with your team and be able to truly live life. My passion is life and my platform is dentistry. And so that's why we've created this podcast and our goal in our dental consulting company is to make your life easier.   to make it easy to implement systems, to make it easy to achieve the life that you desire to be, to make it easier to have a team that's rallied around their doctor and it's truly supporting and serving their team, their community, their patients with ease. So that's what Dental A Team's all about. This is gonna be a short, actionable episode where honestly you can go take these tips and implement them today. So step one is.   Kiera Dent (02:17.53) create a birthday and celebration system. I know this sounds so silly, but the reality is I love to build things on systems because they're automated. We don't have to think about it just like our morning routines. I don't have to think about how I'm going to do my hair. I don't have to think about how I'm gonna put my makeup on. I don't have to think about if I'm going to brush my teeth or not. It's a system that we've automatically done and by default as humans, we love to create automations. We love to simplify because it's less brain power. So let's create this into a way where it's a system.   that we can then add the sprinkles, we can add the intentionality behind, but we have the system for success. So birthdays and milestones matter for team connection. It's something where when people feel recognized, they feel special. And some people like to be recognized in public, other people like to be recognized in private. But as human beings, there is a need for us to be significant, to be recognized, to realize that we have purpose in this world. And so some key elements in the celebration system is...   we have to actually have a calendar with the team birthdays and work anniversaries on there. And then someone needs to actually be accountable for overseeing these. And then we need to personalize the experience for each person. So for us, we actually have a Google calendar called birthdays. Our client birthdays go on there. Our team birthdays go on there. Our work anniversaries go on there. And then what we have from there is we actually have a built into on their one to three year birthdays. This is what we get on our one to three year anniversaries. This is what we get.   three to five and so on. And it's actually built into a place. So that way we've taken the thought process of what do we do? And now we can customize it for each team member. So they feel special. Some dental offices love to do lunches for their teams on birthdays and anniversaries. Some people love to do flowers. Some people love to do gifts. Some people love to just write letters to them. Some people they can have like a big board in the break room for that team member where they're able to put up why we love this person. Some people do like, what does this person bring to the table? Like what are their key strengths that we're so grateful for?   And it's wild because if you did this throughout an entire year, imagine having some nice sticky notes in your office where that person on their work anniversary, we said, why Sarah is such a valuable player in our team. And that's up there. And then we put up John, and then we put up, I don't know, Brittany, and then we have Tiffany, and then we have Shelby, and we have Dr. John, whatever it is, we put those up and we actually can start to see this creation of this beautiful team that we've created and all the strengths that we bring to the table to make our team incredible.   Kiera Dent (04:32.204) that becomes a powerful culture that you're starting to create as well. So what I've seen is offices who really take the time to be intentional with team members, team members stay, they feel important. They feel like they're cared about. They feel like they matter. And so even if it seems silly to you, this is a great way for you to give back. And also for me as a leader, I found that it makes me actually intentional and to remember why I love and appreciate this team member and pulls me out of the day to day.   and becomes intentional with that person as a one-on-one focus. So what we need to do is create a shared birthday calendar this week and assign a celebration leader. I think it's a really fun way. Have somebody who's just fun, they love to do this, this can be their job, give them a budget. That way we actually have a true system of our birthday and celebration system. What do we do? How often do we do it to recognize our team members? Now, the second piece we're gonna do, step two is incorporate monthly team events. So we're taking this one step further. I literally have a budget on my PNL and my chart of accounts.   that is team birthdays and anniversaries, team outings and events. So actually start to build this as a budget for you so that way you can incorporate these things and we know how much we can spend, what we're allowed to do to make sure we still maintain that profitability as well. So when we incorporate monthly team events, this is fun. It strengthens relationships, it strengthens bonds, it allows us to get close together. And what I like to do, since there's usually three departments within a practice,   We've got our front office team, our hygiene team, our dental assistant team. You can also throw in your doctor team. So you could do hygiene and DAs, whatever you want to do. But every quarter there's three months. Every year there's four quarters. So however you want to break it up, but I like to actually assign teams out to this, give them their budget and then they create activities. And these could be themed lunches and potlucks. I had an office and they called it dip day. And I really loved that. So they would do it like once a month, everybody would bring in their favorite dips and they'd have a potluck one day.   a month. That's super easy. Minimal costs to the team becomes something very fun that they're all able to participate in. But having something like that can really be fun for it. You can also do team building activities. Like I've seen offices do escape rooms or wine and paint nights, or they go to games like the, I don't know, whatever your team is, the Yankees game or whatever it is, but you actually plan these outings for your team. We can even go volunteer. You can have where we give back. have opportunities to serve together as a team.   Kiera Dent (06:49.422) but team building activities really can grow and bond you guys together. And then you can also do celebrations of like when we hit milestones, maybe when we hit our first million or maybe when we hit our first 2 million or maybe when we get our first 100 Google reviews or whatever it is we're trying to achieve. Maybe it's when we get our block schedule in place, like whatever it is, these can be really fun things for you, but they're planned, the whole team knows. And what I found is when you break it up by department, your team actually has more buy-in for it because now people know what it feels like to have it.   And I, as a leader, feel like there's so much on my plate. That's why we need our celebration champion who really takes this on. They've got their budget. They're excited. They're jazzed. And now you just get to show up and be a player with it is really fun. So what's really incredible about this is offices who start to do this, you don't see the immediate effects. I know we like to get the positive reinforcement. We want this to hit us right away, but just so you know, this might take a year before your team starts to buy into it. But I want you to know we're playing the long-term game of retention of team like   satisfaction of love and connection of that morale because when people really feel like they've got each other's backs when they feel like they're a true team, this is when they get there. They're just sports team. I'm a BYU fan. Judge me or love me. It's your choice. But what was interesting is this year BYU actually had one of their best years. They've had a terrible, terrible, terrible time. And something that their coach talked about was he actually took the team at the beginning and they went up into the mountains in Utah and they bonded as a team.   And they actually had one of their best seasons that they've ever had. And I truly believe it was because they bonded together as a team. They did things that were outside of just practice and football to make them human. It's becoming a humanized experience. And I think that's the currency in today's world. And so having somebody be the person who plans these team events, whether it's the month or a quarter, I don't care, you choose, but really that's gonna be step two of incorporate monthly team events or quarterly into your practice.   And then step three of this awesome thing is make recognition public and consistent. And there's a million different ways to do it. But what I do believe is what we focus on is where our energy will flow. And so if we're focused on the great things of our team, if we're focused on the good things people are doing, rather than the negative, we actually create more of that behavior. And for me, I'm really pro of how can I teach all of you how to get more of what we want and less of what we don't want? Well, public recognition being consistent.   Kiera Dent (09:07.19) is a very key piece of this. And so this will be shout outs and team meetings or social media posts highlighting team achievements or a team starboard or a high five kudos jar or any of those things where it's public and it's consistent. I have an office that I really love and what they do is once a month they actually have all the shout outs in a jar and they pull out a winner of it and the winner gets either like a personalized gift or a gift card. But then the...   that I really love is everybody wins because everybody gets their shout outs for that month of what people have said about them, what people have recognized about them. And leaders, you do need to set the stage on this. We need it to be something that's intentional. We need our team to know that we're serious. It's not just like, Kiera showed up today. That actually can actually hurt our culture rather than inspire our culture. And so if I do notice those things in the shout out jars, I actually do have a conversation.   to make sure that team knows that they're actually hurting rather than helping. And that's unacceptable within our culture. And they have an opportunity to change or they have an opportunity to leave if that behavior doesn't change. And so with this though, we have on our Wednesday mornings, Wednesdays are core value shout out day at Dental A Team We have our core values in every team member. No one's assigned to go. Everybody does have an opportunity to go, but the first person starts and they shout someone out of where they saw that person exhibiting the core value. I love it. It's a two fold because not only am I then   pushing culture within our company, but our team members are recognizing one another for the core values that they're doing. And what's always beautiful to me is each team member usually says like, gosh, I have like two or three that I could give out today, or I could highlight every team member. And that's what I want our teams thinking about. I want them to think about how great these people are, how wonderful these people are, how lucky we are to work together. Of course, there's going to be like issues. Of course, there'll be   frustrations, but if the bulk of what we're seeing are the positives, I believe that's how we're able to build an incredible culture. whatever it is, I would recommend that you implement a weekly recognition ritual in your practice starting next week. Like we can get this started. You can roll out Wednesdays of core value shout out. could roll out the high five jar. could roll out whatever it is, but we've got this where we've got birthdays and anniversaries. That's step one, where we celebrate those and we have someone championing over that in our celebration committee.   Kiera Dent (11:16.728) We have team events that we do monthly or quarterly. And then we have consistent weekly recognition that's public and consistent. So whatever it is, those would be the steps, the three steps for you to really be able to put into place a birthday and celebration system, which again, sounds so silly, but the goal is for us to truly be able to grow our engagement, to grow our community within our team, to grow the culture, to grow the bonds that we have, to have fun with each other.   to remember that we're not just colleagues, but we're human beings on the other side of that. So this is where we're gonna be able to shift and have small celebrations, create big shifts in culture and retention. I do want to be very honest with you that this is something that does take a hot minute. When I first started implementing these items, I didn't see the immediate results, but just like going to the gym, when we go and we start doing sit-ups, we don't walk out with a six pack as much as I wish we could. It does take time, it does take consistency, but I want you to know.   that while we don't necessarily see the results just like working out, the results are actually being built. We just can't visibly see them with our eyeballs, but they are being built within the internal. And so remember that these small consistent pieces have somebody set up to do it, have a lot of fun for it. If you guys want to DM us for any ideas that we have, I'm happy to share checklists with you. I'm happy to share kudos jars, shout out things that we do, our core values so you can see how that's done. Whatever I can do to support you, DM us to get started.   And always subscribe to the podcast, more leadership tips for your dental practice to thrive and grow. And just know that truly what we just talked about is exactly what the Dental A Team does. We go from the systems of the practice and the dentistry to the humans of the practice that create and make the practice thrive. And if that's something that resonates with you and you're interested in finding out more of consulting would be right for you, reach out. Hello@TheDentalATeam.com I'd love to help you. I'd love to support you. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.

Kiera shares the most common problems dental practices face — scheduling inefficiencies, high overhead costs, and patient retention — and how to fix them. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.93) Hello, Dental A Team listeners, this is Kiera. And today, I just wanna come in here. I've been kind of doing a little bit of research out there and I wanted to help you see that every practice is facing challenges. And really the key is knowing how to turn those problems into opportunities. I love just thinking about, we've got to find ways to turn these problems into opportunities because it can be a problem or an opportunity, depending upon how you choose to view it.   And so today I wanted to just kind of dive into the most common problems that dentists face and actionable solutions for you to actually overcome them. Because reality is if you can know what they are, you can game plan with it. You then are gonna be able to help serve more patients, help your practice, help your team, which is what Dental A Team is all about. Dental A Team was founded to help dentists and teams truly bridge the gap to have more fun, less stress, more profitability, serve patients on a higher level.   and to be able to do it with ease and fun. I love to think about it as like popping confetti when we're coming in to help you with systems. We are not your traditional consulting company. So many offices have told me, Kiera, you guys literally have revolutionized how consulting works. My team loves you. My team's excited for you to come in and you don't just help us with dentistry, but you actually help make us better people. And so that's what we're all about. And I believe honestly that while problems are common with the right systems and the right mindsets, you can actually solve them pretty quickly and effectively. You don't actually have to struggle with it. So,   super fast, actionable episode three of the top problems and how to solve them. So problem number one that I see consistently are scheduling inefficiencies. This is, think, one of the biggest bulk, the biggest beast of all of dentistry is that people really truly don't know how to schedule and schedule effectively and scheduling is an art. It's not a science, but why do we wanna have like unicorns out there when we can just schedule it effectively and efficiently? And what we actually found are...   A lot of offices, when we did deep dives, they missed their financial goals. They missed their production goals, not because they actually weren't able to, but because of open time within their schedule. True. So we've started tracking open time and schedules and realize if we would have just filled those effectively, you would have hit your goals with ease. And so how do we actually get our practices to look at the unproductive gaps, last minute cancellations, overbooking, not scheduling strategically. And the simple solution is block scheduling, also confirming appointments 48 hours in advance.   Kiera Dent (02:18.338) And then also what's our cancellation policy within our practice? A lot of offices we have changed our model to when we call a patient, we want them to confirm their appointment. And if they haven't confirmed within 48 hours, we literally have a voicemail and let them know we will be moving your appointment. Now we actually pull it off the schedule. We can still see them when we come in. Fantastic. If not, we have solutions for that. But literally we start to retrain our patients. And then also our cancellation policy is if they call me to cancel today and it's less than 48 hours, they get moved out six weeks.   and then we move them forward. But everybody following this policy starts to retrain your patients so we stop having these gaps. I want you to think about your practice as are people so committed to coming to your office just like they do their hair appointments, their nail appointments, any of those like their doctor appointments where they know it takes months and months to get into. Do we have that high level of customer service, high level of customer care? Now, of course, if they call us within 48 hours, fantastic, they're an incredible patient.   But otherwise we are going to make sure that we start to train them. And we also do this with our new patients when they call us. So we're training our new patients at the beginning. They have to send their paperwork in 48 hours before their appointment to make sure their appointment's confirmed. These little things will actually fix the problem. Now cancellations, I don't allow cancellations via voicemail. I change voicemails. I also don't allow cancellations via text message. So we train our teams that these are things that we can't have happen. This is how we respond to the patient.   The reason being is if I can get them on the phone, I can usually find a solution to their problem, keep them on the schedule, figure out what the problem is. Maybe they think it's gonna be too much time. Maybe they just need to scooch down 20 or 30 minutes and I have that availability. But getting them on the phone rather than just the simple text for them to cancel can actually fill your schedule. So when I have practices implement, whether it's the new patient policy of having them confirm their appointment by giving paperwork back, whether it's that we...   have patients they have to call you back to confirm their appointment. Otherwise we scooch them off. We utilize the model of not allowing cancellations via voicemail or text message. Practices literally boost their production by at least 15 to 20 % because now we've got all these holes filled and we're actually able to fix the problem. Some other offices implement deposits or different pieces to that. So right now I would recommend review your current scheduling system and figure out where are the gaps.   Kiera Dent (04:35.828) what's happening, what's happening consistently, not what we think, but what we actually know. A practice told me we were getting tons of cancellations and I said, fantastic, I want you to track it for 30 days and I want you to let me know what type of cancellations are coming through. And turns out they actually are only having about six. Now, just so you know, a common thing is you will actually have like one to 2 % of your total practice will cancel and that's okay. Like that's normal. We need to not hope and pray every single person.   actually shows up for it, let's add a one or two percent cancellation per day. That way our goals are not having to be perfect, but we can actually have that that room for life happening. That's actually going to set you up for better success as well. OK, problem number two, high overhead costs, really struggling to get our finances in order. And so like rising costs and payroll supplies, like everything with inflation right now, that's really a struggle. And so offices are having this squeeze of how do I manage the overhead of the practice?   the lower reimbursement rates, being able to produce. And what it is is number one, we've got to look at our P &L and know our numbers. Like that's the number one solution is knowing it and figuring out a plan and having budgets for it. Two, we got to figure out, can we increase our insurance rates with our insurance providers? Or can we actually start to diagnose different procedures that are not dependent within insurance, like implants, full ortho, all on X cases, different things that we could bring to the practice that would actually help us be more productive.   Can we also have budgets in place so that way everybody is able to know what we're actually going for and targeting for these overhead costs? Are we monitoring this consistently? Are we removing things that are unnecessary while also making sure that our schedule is productive? And so something that I found is when offices start to just track and monitor weekly with KPIs and the monthly reviewing their PNL, like literally I have a meeting with my CPA every single month. And when I do that, what happens is I actually am accountable to reviewing my numbers.   My CPA is accountable to making sure it's done on time. So I have timely numbers and metrics so I can use them as a guide. and I have budgets to where we know and we look through it every single month to make sure are we on track? Are we off track and why? We set up budgets for team expenses, team outings, team events, marketing, gifts for clients, all those little things that we forget about. Put that into your budget as you build these budgets out. So we better plan, we better project, we better prepare.   Kiera Dent (06:58.316) This is going to help with high overhead costs. And a big piece on this is also maintaining your team and keeping team and longer team retention, which leads into amazing team celebrations, amazing team culture. This is going to help. So I would recommend weekly adding some CEO time into your schedule. 30 minutes to one hour is really going to help you to schedule your P and L to be able to look for areas to cut unnecessary expenses. And I always set up quarterly with my CPA that they send me all of my expenses for that quarter.   me and the office manager, Britt, we review them, every single one of them, same with Shelby, making sure nothing's in there that's overpaid, underpaid, and that our budgets are actually correct. All right, problem number three, patient retention and challenges. So like keeping these patients, and so patients not coming for followups, they're leaving for other providers, and so it's really this like game of, I mean, even myself, I went to a practice, I'm a fee for service patient, the office did not let me know that the doctor that I had been seeing,   because I work across the nation. I can go to any dentist. Like I do not need to have a set dentist. But I like the consistency. But knowing that about me, and I've been very honest with this practice is I want the same dentist and I want the same hygienist so I have consistent care. Otherwise, it doesn't matter if I keep coming to the same dentist. So I went into my appointment, fee for service patient, they didn't tell me that the dentist had actually left the practice and they were just going to put me in with a brand new dentist. That irritated me so much because I'm like, you didn't tell me.   I wasted my time, I blocked two hours of my schedule and that was so frustrating. And I'm like, that could have been prevented by them just calling me and saying, hey, this is where we're at. We wanna make sure you're taken care of and caring about me as a person. The reality is I'm not actually going back to that practice. I'm looking for another office. But it's something so simple of that. I'm a fee for service patient. I literally pay cash for every one of my visits. I am the dream patient to come in financially. You might think otherwise of my personality. Maybe you wouldn't want me, that's okay.   But just thinking of, have no insurance, I have minimal effort, I come in consistently, I make my appointments, I pay cash for everything I do, and yet one simple phone call of patient care and love and attention, I'm leaving and I'm going to go put that money to someone else. So for this, the solution is like, let's build really strong patient relationships. Let's have really strong systems. Let's make sure that we're offering payment plans within our practice. Let's make sure that our hygiene team is reappointing their patients. Let's say, make sure every patient is leaving.   Kiera Dent (09:22.878) as a raving fan and also with an appointment. And so really looking at that experience, and this doesn't mean we have to go and do more. It just means we need to be really intentional of right now patients are free agents. Right now a lot of patients are shopping, but the answer is they're not just necessarily shopping for lower prices. I think patients are shopping for love. And I was coaching in office the other day and I told them, said, one way for you to set yourself apart right now is just to be kind.   If you remember and you've been listening since COVID, welcome and thank you. If you're new to this show, welcome. I'm so happy you're here. But in COVID, I called it the COVID crank. I said, think here we are five years later, we're still some people, like we forgot about customer service. We forgot about caring about people. We forgot about making these relationships intentional. And what I found is when we're not intentional with people, people leave, but just even being like an ounce of kind, an ounce of intentionality, an ounce of thought.   You actually can turn a ton of patients into raving fans with minimal effort. So I would say right now is an opportunity for you to be kind, for you to do things a little bit differently, not more, just differently, be kind, be intentional, look for that. What are follow-up calls that we could do and different things. And what I found is offices, I have offices that are raving bands. Like literally there was an office and they were doing like a new patient giveaway. And I kid you not, they had a patient.   So they had a good giveaway. So kudos to this office. They had a patient at their daughter's like birthday party telling everybody you need to join my dentist. They're the best dentist. Everybody loves them. Yes, she had a little bit of ulterior motives because she wanted to win the giveaway. It was a KitchenAid. Just so you know, I'm sure everybody was wondering what it was. But the radical thing about this is this woman at a birthday party was advocating for this practice. And my thoughts are, do you have patients like that that are raving about you that are telling the community that are being a part of it?   And if not, what are some of the things that we can do? And a good way for you to look at this or what are your top 10 patients that you absolutely love? You get so excited to see them on the schedule. Who are they? What are they? Why do we love them? Are there certain patterns and trends of those top 10 patients? And then let's maybe look at 10 patients who haven't returned and can we actually call them and reach out to them personally and offer that kindness find out why my like just try and get them scheduled assume that they're coming there. If they tell us that they've left, be honest and ask for the feedback of, you help me understand just for future?   Kiera Dent (11:44.792) just true honest feedback and you become a human of why did you leave our practice? That way it doesn't happen to future patients. And when you come in as a human, you'll be shocked at how much your patients respond to you. So here's a couple, like the quick top three things that I've noticed are scheduling and efficiencies, high overhead costs and patient retention, making sure we're retaining those patients. And those are some of the common three problems that I really see. Yes, there's other things. Yes, there's team turnover. Yes, there's hiring hygienists.   Yes, there's all these things, but these are quick things that are within our control. Hiring and hygienist goes into that being kind, amazing practice. Do you also have a team of raving people on your team as a bonus piece for hiring? Do you have an incredible reputation where people want to work for you? It has taken me years and years and years, but it is the most magical thing when I interview people, when people say, Kiera, I've been following for you for years and I've been waiting to work with the Dental A Team.   I hope that your practice has a similar sentiment that people are dying to work with you, that they're waiting to work with you, that they're so excited that there's an opening within your practice because that means you've got raving fan team members. So for that, I just want you to know that every single practice faces challenges, every single one of us do, but being proactive on our solutions, finding true solutions and fixing it forever. We don't just fix it once and one and done. Like we want to fix this forever, not just band-aids, but actual true solutions. So if these sound...   similar to you, if you're like, my gosh, like Kiera you're talking right to me, DM me or visit our website. Hello@TheDentalATeam.com I'm happy to go through a free complimentary practice assessment with you where we like look at your practice with you and we will give you a ton of value, whether you work with us or don't. But just to really kind of give you some of those blind spots. And if you're looking for a consultant, you're like, gosh, it would really just help to have someone with me. I'd love to work with you. I'd love to help you reach out. Hello@TheDentalATeam.com This is the time.   Subscribe to our newsletters for more dental practice tips. You can share this episode with colleagues. This just helps us all rise and to truly impact and inspire. And the reality is dentistry can be hard, but if we do it together, we're all in this together. And I challenge you to be kind, to realize that these problems are just opportunities if we choose to see it that way. And to remember we are truly in the best, best, best industry we could ever be in. We change lives, we get to benefit and impact. And I want you to remember that this is magic that we're creating.   Kiera Dent (14:04.364) We won't get to do this forever. So let's optimize the time that we have. Let's maximize and let's enjoy. And as always reach out if I can help you. Hello@TheDentalATeam.com As always, thanks for listening. Catch you next time on The Dental A Team podcast.

Kiera and Britt continue their conversation from episode 958, Hiring Hygienists in Today's Economy, by discussing the shifting landscape of hygiene. This includes the pros and cons of assisted hygiene, shortened appointments, practices without hygienists, and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.73) Hello, Dental A Team listeners. This is Kiera and the one and only Brittany Stone coming back for part two of our hygiene conversation. welcome back. How are you?   Britt (00:09.332) It's always fun when you start off with my full name, so I'm like, alright, let's go!   Kiera Dent (00:12.304) It is funny. You do range from Britney, Britt, like no BS Britt to B. B has recently come in. How do you feel about just B? I hope it comes across as like nice, but then I realized like, B could be taken wrong. So I never say the, hey B.   Britt (00:28.75) You're not the only one. I'm fine with it because it's easy and I'm like shoot you grew up with the initials BS like what are you gonna do?   Kiera Dent (00:37.904) Well, I never want to like sometimes when I call you and I'm like, hey B and I'm like, I hope it lands as like, like love. Yeah. Yeah. It's not meant for any other letters. But Britt and I, if you didn't listen to our other podcasts, Britt and I were chatting shop about how to hide like hire hygienists in today's economy. And with Britt bringing a hygiene perspective, if you don't know, Britt used to be hygienist.   Britt (00:46.83) It's Brett. stands for Brett.   Britt (00:52.748) Yeah.   Kiera Dent (01:07.3) Great. How long has it been since you graduated from a hygiene school? Let's just give people your scene.   Britt (01:10.05) Kiera.   You're gonna age me a little bit here.   Kiera Dent (01:16.162) Okay, don't feel age. The only reason I asked for it, so before you answer, just know my reasoning so you don't have to answer. I was just thinking because I wanted people to know you've been in the field for like enough time to give weight to your answers. But maybe we don't need to do that. Maybe it's been there for longer than five years. Shut, I didn't even know. All right, well, you have been in it for a long time.   Britt (01:31.512) That's fine. Eighteen, Kiera, eighteen.   Britt (01:40.378) I'll say this, was a young graduate from high school, so I'll give you that. That pushed me a year ahead, but 07 is when I graduated, so this year we'll make it 18.   Kiera Dent (01:49.111) No way.   Kiera Dent (01:52.996) Dang girl, I didn't even know. Okay, so Britt really has a lot of weight and you did hygiene for, and then Britt went from hygiene to then office management of a pretty large DSO and then came consulting and now does consulting and operations. So.   Britt (02:06.38) Yeah, I did full-time hygiene for a decade. So I'm like a solid, five full-time, full-time, 40 hours for a decade.   Kiera Dent (02:09.21) Did you really?   Wow. Man, I really like there's some moments that I just see you as a hygienist. Like I can just picture you walking up with your like, it's not a swagger, but you have a can't that you definitely walk. And I can see you walking up, getting your patient. Hey B, how's your swagger? But.   Britt (02:28.11) You can call it swagger, I'll take swagger. don't know what else to   Kiera Dent (02:35.736) Yeah, so I'm like, just, could imagine you being a hygienist sometimes, but then you're like, Britt the consultant, Britt operations, Britt, my yin and yang. So anyway, well, that's fun. That's a fun. Okay. So to give Britt credit, she did hygiene for a decade. I won't say anything about loops, Britt. We will not discuss that on this episode. We will.   Britt (02:56.238) I mean, I just changed myself a little bit. you know, we talk about it. I would have to know if I was a full-time clinical, for sure.   Kiera Dent (03:01.752) Of course. Yeah, of course. I know you would. You don't, you stay very current. I do appreciate that you stay very current with hygiene. You attend hygiene CE all the time. So what we were talking about in the last episode that this would be part two of was we talked about kind of like, do we, how do we work with the compensation pieces of hygiene? And then talking about it from a business standpoint and a doctor standpoint and a hygienist standpoint.   and really bringing those two perspectives to the table, which is what the podcast has been built to do is bring different perspectives. And something I just want to reiterate today, if you missed the last one is that the things Britt and I talk about today are going to be perspectives and never meant to weaponize. So doctors, can't weaponize it against hygienists and hygienists, can't weaponize it against doctors. And so really just setting the stage today of let's have an open conversation around where are we at the dynamics. there's no.   there's no like hiding the fact that it has been hard to hire hygienists since COVID. It's it we thought that it would probably be four years, maybe five years before the hygiene shortage caught up. I still think it's in like massive catch up time, then you tack in inflation on it. So raise like the amount people are coming out asking from school, but I, I mean, I don't really want to ask, but I am going to ask I'm sure hygiene has been like   attempting field to go back into. I'm like, you work at Dental A Team but you've got hygiene over there. And it just keeps like getting bigger and bigger and bigger. I think if I was in your shoes, I might just contemplate it here and there, especially on days when it maybe isn't your favorite day at Dental A Team, which is hopefully like one and every moon. I know what happens. We just had it like a week ago.   Britt (04:31.822) Everybody's got a day there right like it happens but I Mean here's the I I love hygiene and I left it loving it so like that's the thing is I and I'm like I still go back I still double from time to time, but I'm going back full-time I The things that are appealing right hygienist know what do I love? It's like   Pretty predictable, right? Like you got a job, 100 % predictable, but my hours I'm gonna work, I know my schedule. If I can get the doctor to work with me, I can manage running on time. like, and then when I'm done at the end of the day, I go home and I don't have to take it. Like there's nothing for me to do outside of the office other than like learning stuff, but there's nothing to do outside. like, those are the, we know that those are the perks of hygiene.   Kiera Dent (05:02.692) That does fit you so much, Britt. The stability, the...   Britt (05:29.23) and that's part of why I loved it is because of those reasons. Do I debate going back? I don't know. I enjoy what I do now. It's different, right? Like you grow and you morph into different things and it's fun to take the next step. And can I go back to it? Sure. Would it be different? 100%.   Kiera Dent (05:47.888) Hahaha   fair. I was just curious because I mean, like I know I've looked at what I want to go back into management, what I want to go run a regional, what I want to run a DSO. And for me, there was like a lot of fun in it. There's a lot of fun in being in a system. But I think I agree with you. I feel like I have morphed and evolved into things that I really enjoy. Like I really enjoy the creativity aspect. Do I sometimes wish, Britt, like sometimes I do miss the like, go in, just like you know your day.   You don't have to like be thinking and creating nonstop and you leave at the end of the day and like, we're done, we're done versus here. Ideas will continue to, I mean, I saw you last night. You're building a whole spreadsheet, which is fun, but it never shuts off unlike at the dental office. So different, different times. But what we were wanting to chat about is we talked about compensation on the last one. And now it's coming into how can offices kind of like did a really great job of like paying your junior.   Britt (06:33.269) Yeah, yeah.   Kiera Dent (06:46.692) like fresh out of school and it's based on skill set, not based on longevity or tenure. Then we morphed into talking about what do we do for base versus commission if offices can't afford it and different ways to navigate that. And so I wanted to just kind of finish up that conversation with a few other ideas of what's hygiene's take as a landscape of assisted hygiene and shortened appointments. Because as we were discussing on the last episode,   it's kind of coming to this like necessity and survival mode for practices of like, hey, we're like running such a high number up for hygienists. So what this is truly called is innovation and things are changing and shifting and adapting due to the nature of lower reimbursement rates of insurance, inflation has come up, there's a hygiene crunch. So hygienists are coming up as a higher paid profession than what they were even four or five years ago. And so it's kind of like, well, what do we do?   what about assisted hygiene? What about shortened appointments so that way we can have more appointments? And again, I'm not here to advocate for it. I'm just saying like, this is the reality of what doctors are thinking of. And it's the thinking of this. They're also thinking of do I bring a doctor and instead of hiring a hygienist, they're thinking of do I do a hygiene less practice? So I'm just curious, let's talk assisted hygiene first, give me kind of a hygiene perspective on because I don't I don't know how it feels as a hygienist. So you get to speak, I know every hygienist is different, but like just what you hear from colleagues in your perspective.   Britt (07:59.361) Huh.   Britt (08:06.85) heterogeneous is different and I feel like it's a it's one of those polarizing things that I think there's people that love it and either you love it or you're not really a fan of it I feel like so that's like the that's the I don't see a lot of in between or it's like sure I'll do it for a little while while we hire like even I would do it maybe for a little bit while we hire someone but it's it's not my jam I can't say that I love it when it comes to   Kiera Dent (08:31.738) Tell me why, why don't you like it? Like what is it about assisted hygiene just from a hygienist perspective that's almost like a grind for you that you're like, I'll do it for a little bit. Cause I hear that all the time, like I'll do it for little bit. Like what is it from a hygienist perspective that makes that a bit trickier?   Britt (08:46.446) I think the piece that makes it tricky is like you're just, I don't know, probably part of why we get into what we do is like the one-on-one with patients and interacting with them and being able to ensure like from kind of beginning to end, right? The team has an impact, but I'm...   I'm giving them a good experience from beginning to end that doesn't feel rushed, that doesn't feel jumbled. And so I think that's for me personally, and I think some other hygienists, it feels like, great, I'm popping in, I'm in their mouth pretty much the whole time that I'm in there, and then I'm popping out and going on to the next one. I don't think it has to be exactly like that, but I think that's how it can feel from the hygiene side. I think having a really good assistant can make it much more doable. I think how you schedule it, how stack that.   Assisted hygienist can definitely make a difference on how much time you've got to interact. like, do hygienists, we like a little bit of control. I don't know, probably. And so it's just like, I know I've reviewed the things. I think that's probably the difference between hygienist and doctor is I'm not leaving it to an assistant to review medical history or ask the questions or hear what's going on and gathering it. Like I get to do that from beginning to end when I'm.   Kiera Dent (09:41.411) Yeah.   Britt (10:00.332) So it's just a little different when you've got the assisted hygiene in there.   Kiera Dent (10:03.834) So, and I'm also curious, like, I've never really scaled teeth for real. I mean, I kinda, in Utah, as an assistant, I was supposed to be able to profite, and I'm like, I don't even know what I'm supposed to do. There was one time I pretended to scale because my hygienist was late, so I just like, I didn't even actually really touch their teeth. just, you know, like, did a little tap, tap, tap, waiting for this dang hygienist to come, and I was like, yeah, we'll just like get started. I didn't do a darn thing. So I don't actually know what it feels like to scale that much. I'm curious, like, on a body.   Britt (10:18.744) you   Kiera Dent (10:33.622) Does it like hurt your hands? Does it, is it exhausting to just go because you don't really get any break or reprieve? You're just going nonstop. I'm just curious or to like the ultrasonics and things like that now help that make it easier for you. I don't really know the mechanics of that.   Britt (10:48.994) So yeah, scaling time, like absolutely. Does technology help? Yes, I'm a big fan. I will say it. Polish first. Polish first. If you're not polishing first, you're spending a lot of time on stuff that you don't have to be spending time on. And I'm a big fan of ultrasonic or piezo. I will use it on pretty much everyone. Like even my kids because they got a lot of plaque and I can polish and I can get a lot done with that that doesn't sound or feel the same as scaling. And so I'm a big fan of it.   Kiera Dent (11:06.117) Mm-hmm.   Britt (11:18.636) And then so like So there's a lot you can do to help minimize it But that's the piece of doing assisted hygiene usually it's if I've got an assistant if they can polish right they're doing They're doing all the easy stuff and so it is me just doing what's the stuff that I only I can do? Pia's own hand skill, right? And so like it's more of that every day and it does hygienist need dentist hygienist assistance, right? We all need to take care of our bodies because it's   It is a more physically taxing job than people think that it is. And so taking care of yourself, making sure you're doing some stretches. And so, yeah, it is a little bit more physically taxing to do assistive tithing, but it's a lot better than it used to be because we got a lot better tools than we used to have.   Kiera Dent (12:02.607) Right. Okay. So that actually helps. And so I'm curious, like, let's just throw out a scenario. And Britt, this week, I mean, we talked to offices about this in our consulting where, so let's say a hygienist, I'm going to use really easy numbers because I don't want to get wild. Let's say a hygienist is $30 an hour, which some of you are laughing at me. I know that's not even in the realm of your hygienist. I'm very aware of this. I also don't want to throw ranges out there intentionally on the. Exactly. There's also a reason I'm not throwing high ranges out there because I don't want to set standards that are not.   Britt (12:24.366) a bit apathetic.   Kiera Dent (12:31.056) Realistic for your area. I feel like 30 is a safe number for me So if I'm hiring a hygienist at 30 and I bring on another hygienist for 30 That would be $60 an hour that I'm paying of compensation for it Well in this area if my hygienist is 30 odds are I could probably get an assistant for between like 17 to 20 realistically if my hygienist is only at 30 I think that that's like a fair number probably more like 15 in that area, but let's say you're there at 20 just for easy math I've got $30 for hygiene. I've got $20 for an assistant   I actually have $10 of extra, if you're following my math, $10 of extra that's not being paid. Britt, what are your thoughts of if an office takes that $10 and even if they pay a hygienist say 35 an hour during assisted hygiene time versus just 30, does that actually make any difference for a hygienist? I know some can do more. Some it's gonna be like, you're paid 30, now I'm paying you 40 during your assisted hygiene days. Tell me like how that is from an office standpoint.   because there's obviously different compensation amounts we're going to be doing. And from a hygienist standpoint, does that feel better? Does that make it easier? Is that like, sure, I'll take on a couple assisted hygiene days. I'm always pro don't run assisted hygiene every single day. I think that does burn your hygienist out. Usually if I recommend it, it's either for a day or a half a day for a hygienist, but trying to make it, but like, is that necessary, Britt, from your perspective from hygiene?   Britt (13:50.786) mean, yes, some degree of compensation difference 100 % if you're running assisted hygiene. I know on the last episode we talked about a base plus commission. I like that even for assisted hygiene because, if we're doing assisted hygiene, we should be producing more. And so again, I do like that model because it naturally adjusts things and compensates accordingly. So yes, I do think there should be some sort of compensation that's more on those days. And I do like it when it's   Kiera Dent (14:01.775) Mm-hmm.   Kiera Dent (14:11.972) Mm-hmm.   Britt (14:20.494) Base Plus Commission. Now I've got some, I've had one client where it's nice when you have a group of hygienists. I do love an office with a few. And they did, they rotated an assisted hygiene day through all of them. And they were like fighting over who got the assisted hygiene day. Like they wanted it, right? Like, and it's because yeah, they make more on those days and they were compensated based on their production was a part of it. And so they loved having those days to get a little bit more of a boost. And it was almost like   Kiera Dent (14:34.743) They do!   Britt (14:46.862) when we don't need it anymore what's going to happen because they all like getting that little bit of extra income coming from.   Kiera Dent (14:53.368) And so how do you even win over a team to do it? Because I agree, and I actually hear that more than I hear the opposite. I hear more hygienists actually enjoy it more than they thought they would. I hear a lot of them figure it out, especially when that's not my everyday. think if they had to do it every day, it'd be a little bit more taxing. But think about it. You've got four hygienists. We add an extra column of hygiene four days a week. We've literally brought in a whole extra hygienist without bringing a hygienist on. So I think it's a very creative way to do it. But how do I even like?   package this, you know I look at in sales terms, like how do I even like convince a team that this is a great idea to trial it out rather than just the resistance of hygienist saying no, just like you said, no, I want my patient care. I want to own over this. Like I want A to Z. I hear all the time we're going to have the patient care. It's going to be disrupted. And I'm like, well, it can be, or it could actually be more awesome. How do you win a team over to even be open to trying it?   Britt (15:47.084) Yeah, I think it depends on the office scenario, right? Like what's the reason, what's the why that we're doing it? And I'm a big fan of like, hey, let's try it first, right? Like I'm not saying you have to do it forever. I'm not saying you have to do it every day, but like, let's try it and let's figure out a system that feels comfortable and meets our like standard of care that we want to provide. So let's start easy, let's work through it, let's train up an assistant. do think.   Cystid Hygiene needs one of your best assistants to be helping in Cystid Hygiene to make it run smooth and give those patients that great experience. And so let's work through the system and see how it goes. like, yeah, it's going to be compensated. If I've got a hygienist who's a gunner and likes to run and does not like to stop, then that's usually my first one. Then I'm like, great, let's team up. Let's get that figured out and see how it goes first. And then word can kind of spread because usually they'll do really well.   Kiera Dent (16:14.681) I agree.   Kiera Dent (16:34.448) Hmm.   Britt (16:42.062) And so yeah, sometimes it's a personality thing, right? Some will love it, some will struggle a little bit. Sometimes there's people that like are gonna be your ones to help you figure it out. And some are like, well, once I see someone else do it and like, oh, that's not so bad. All right, then I'll go ahead and do it. So I think depending on the reason why, I think trying it first, I agree with you, not an everyday thing. It can even be like start with half a day and see how it goes and just start to figure out to find the rhythm of it.   Because I think when you find the rhythm of it and you're like, yeah, that works really well, then it's like, OK, like we can do more of this. And I think it can run.   Kiera Dent (17:18.276) And I'm really grateful that you shared about the office that you have, that they all want it and they enjoy it because I think that that actually can be the reality of what can happen from it. And I'm really big when you roll it out, agreed. Having not a great assistant really will actually make this harder. So do not go and hire a brand new fresh off the street assistant that does not know what they're doing, can't take great x-rays, can't move through because hygienist having someone that they trust that they can lean on, that they know is going to do a great job.   If they can polish, that's a great way for them to be able to use it. And then really also another big piece are no new patients, no SRP, no perio maintenance put in that. It's really just pro fees because that's gonna make it so much cleaner for them to be able to run this effectively. And you're running it on the half an hour. And then doctors, you have to be very strategic when you go in for exams. And doctors, you cannot be late on assisted hygiene because that will throw your whole hygiene. Like it's a domino and it will be good part.   Britt (18:12.302) That's the quickest way to take your hygienist off when you're asking them to do assisted hygiene. 100%. That's the way. That's the way to do it.   Kiera Dent (18:15.44) And that's not like, we'll be there, we'll be there. It's like, you've got to get up and jump. But that's also with hygienists too, making sure that we're giving our doctors enough time. Like I try to ask hygienists to give a 30 minute window of exam time where a doctor could come in. So that way doctors can find the end time of prep, come and get their exams done and keep everybody on schedule. So hygienists plug there, try really hard because I know there's some hygienists who love to alert right at the end of the appointment. And then they're fresh when doctor doesn't come in.   Well, like let's notify when they could come in. Like let's take our x-rays the first 15 minutes and then try to get doctors out at that. I try to have them out. Please do.   Britt (18:51.934) I'll one-up you a little bit on that as soon as diagnostics are done. As soon as my diagnostics are done and they've got x-rays, they've got period charting photos, I'm letting them know. Come at any time. I'm happy to have you. And of course, there's a bunch of plaque that's gonna make it more difficult once I've got that done, but I'm gonna notify them. at any time.   Kiera Dent (19:04.856) Yes.   Kiera Dent (19:12.536) And then doctors, I try to have you out at the quarter to the hour, meaning like you're not walking into the exam, you're walking out of the exam. So that allows hygienists to polish floss, wrap up, get everything done, get the patient out, flip the room and get their next patient back on time. So I think that that's something that before I maybe rolled out assisted hygiene doctors, I might take that on with the hygiene team. Like let's get really good on our exams. Let's calibrate those exams up so they can be more efficient. Let's do the, I have a better.   I haven't told you my new acronym. It's not iCrap. So if you've been listening to me, I have a new one. It's called iCreep. So it's iCreep when you come in that's introduction, compliment, recap, and then a personal note. And if hygienist can get really good at that handoff when doctors come in or assistance, and then doctors are really good on their NDTR, so wrapping up your treatment plans, that's gonna really help that synergy. And then also maybe doing what would doctor do to diagnose and to help tee up treatment. I think that that can just...   Again, we're all working together to make those exams as efficient as possible while also giving the best patient care. But I creep, that's my new one. It's not I, Sierra. It is, I creep. Someone was like, creep, and I was like, amazing. I wish it could be CPR. I've been working to figure out different letter and words. So to be determined, but okay, let's like, go ahead.   Britt (20:16.11) It's a step better. It's a step better than the last one.   Britt (20:28.014) Real quick, one more thing on the exams, because with a really good assistant on exams, the other thing I think about, and that for me as a hygienist I care about as well, is making sure treatment is teed up really well.   Kiera Dent (20:40.675) of greed.   Britt (20:41.59) Patients aren't having to repeat themselves and get frustrated and then not wanting to get treatment done just because they feel like they're not being listened to. So that communication piece and having an assistant who's really strong who can relay that information to doctor if they're the ones that are going to be in there for the exam and make sure that it's teed up really well for the doctor and they can speak to it is huge because that's, I don't want to, you know, rob Peter to pay Paul, right? I don't want to.   have not so great exams and not close as much treatment by adding an assisted hygiene, I'd rather leave it and get really good exams and really good case acceptance. Overall as a business, that's gonna help me a little bit more. So just making sure that again, that assistance key, really quality exams for your patients, even though you're working assisted hygiene, make sure that experience is stellar and 100 % can be done. It just takes a really good team to work together with a hygienist and assistant.   Kiera Dent (21:35.0) Yeah, that's a great point because you can have forms where the hygienist can document it in there because people are in opposite rooms. But getting a good role and a good synergy is going to make this so much better for setting this up for success. And I think the answer is I actually don't think hygienists hate assisted hygiene as much. think it's there's quite a few little like tick boxes that if you can check them off, have a good assistant have good exams.   have doctors in and out on time, have the assistant really, really solid with being able to tee up the treatment and close the cases, have someone that has a similar vibe to the hygiene team that cares about these patients a ton. I think if you can check those boxes, and then you also compensate higher. There's so many little pieces that everybody's super excited about to do it, but I think if you're missing any of those six, it does not feel as good to try. okay.   Britt (22:14.701) Mm-hmm.   Britt (22:24.022) Yeah, and patients are used to working with two people, right? So that's even, it's like, yeah, it's one more person in the mix, but on the doctor's side, there's two of you. So having an assistant with hygiene, isn't that big of a deal? Seeing the same two faces every time, like they'll be fine with it. Cause I know that can be a concern. I'm like, they're used to having two people on the doctor's side.   Kiera Dent (22:41.104) I see the same. I'm like, just because we're not used to it doesn't mean it's odd for the patient. I tell doctors when you're onboarding an associate, I'm like, you can assist each other. And I know that feels weird to you, to the patient, they're used to someone else in there. To hygienist, they're used to people switching rooms. it's not something, if we're not weird about it, your patient won't be weird about it. But I think we feel very awkward because we feel uncomfortable. But just not projecting that onto your patient. Cause I don't think it's as much as you might think it is. So, okay,   Britt (23:10.316) And ender fun for assisted hygiene, I always have someone to pair your chart for me. So I'll take that as a win.   Kiera Dent (23:15.28) True, that is a big win. mean, truth, you're not having to call for it. Okay, the hot topic of shorter appointment times. I'm talking, I've heard 50 minute appointments, 45 minute appointments. Is this doable, Britt? And I think I'm gonna know your answer, I also, like come from both, come from hygiene, Britt, and operations, Britt. Bring both of those Brits to the table and you answer. I'm curious.   Britt (23:40.11) And I'll say this, I have worked in offices with all of the above, right? So I've done all of the above.   Kiera Dent (23:44.42) came. Her bigade you guys have idea. Good thing we plugged that at the beginning.   Britt (23:49.038) So all are doable. I think there's a couple of things that make a difference when it comes to shortening appointments, depending on what type of experience you want them to have, right? That's an important part to consider for doctors. Depending on our pay or mix, what we need to do in order to the business running, that's something to consider. And then also how efficient we are.   Kiera Dent (24:11.376) true.   Britt (24:17.07) as a team and like doctor doing exams, right? That's an important piece of it. And then another one is our patient base slash how good are we at keeping them healthy and not giving ourselves a lot of work every single time our patients come in. If you know what I'm saying, those bloody profusers, they're a lot of work. So if I'm treating period appropriately, I'm educating my patients, they're coming in regularly.   Kiera Dent (24:30.85) you   Kiera Dent (24:36.089) I do.   Britt (24:42.734) We all know those are patients that are a lot easier to see and more efficient most of the time. And yeah, there's gonna be even working on shorter appointment times, there's gonna be some. Like you know that person that's like an advanced period patient and I'm like, I cannot in my right moral standing do that in 45 minutes, it's gonna be an hour. There's gotta be some of that liberty where needed.   Kiera Dent (25:03.888) Yeah, I agree. So I think the hard thing of switching appointment times is I do think it becomes an all model because for me to shift it, it feels like a daunting project to shift from 60 minutes to 45 minutes. Now I'm moving everything up. My exam times don't hit at the same time anymore. Things just are moving all around. that's a huge jump.   Britt (25:18.99) Mm-hmm.   Britt (25:29.804) And 60 to 45 is a big jump. I wouldn't go that far if we're going to play around with times. Maybe you could go from 60 to 50. Most offices are running on 10 minute increments. So you can make that shift. And it's just you've got to be really on point to run that efficiently, because the quality's still got to be there. It's just we've got to be able to run really efficiently.   Kiera Dent (25:45.208) I agree.   Britt (25:57.944) And I'll add this, and depending on what I was expected within that appointment as well, right? If we want the hygienist to be super comprehensive, we want them to get scans done, we want them to collect a lot of information for us, like, I map it out, right? That takes me two minutes, that takes me three minutes. Like, what's reasonable in an appointment for us to get done by the minute mapped out and then make your decision?   Kiera Dent (26:11.002) Mm-hmm.   Kiera Dent (26:19.652) I think that that's a wise and don't go for your fastest hygienist and don't go for your slowest hygienist. Let's find that middle ground of what's reasonable between the two because you do have some. mean, Britt and I, can even hear in our, the way we talk, we've got different tempos. mean, but you can guess who's a little bit faster and who's a little bit slower between me and Britt. And sometimes it's really good. Like Britt slowing me down and me speeding her up. And I think Britt and I would both agree that a happy medium between the two of us is the right spot to be, which is usually where we end just in   Britt (26:33.752) huh.   Britt (26:41.87) Mm-hmm.   Britt (26:48.814) Yeah. And a team working together really well, right? Especially when I was working on 45 and 50 minutes. I mean, we had a fantastic clinical coordinator, right? So if my next patient was here and there was a room to be had even for a few minutes to get x-rays done, and someone was available, they were getting those x-rays done and getting it started. So it's a different tempo and pace you run on. And it does take full team support. It's not going to be like, oh, well, they're early. Oh, they're here. We have space to see them.   Kiera Dent (26:49.561) in decisions.   Britt (27:18.058) start getting them taken care of so that it helps your team members out and we get them out as efficiently as possible.   Kiera Dent (27:24.464) So that's a good point because then it becomes, it's not just the hygienist. Cause I think 60 minutes is kind of like hygiene does their own thing. We want them to do everything on shorter appointment times. We are trying to get more, more bodies in and out. But I did the math and it's like, if I'm going from 60 to 50, I'm getting 10 extra minutes per appointment. That's going to give me 80 minutes in a day, but that's not enough for me to get two extra appointments unless I do a 50 minute plus an additional like 30 minute. And so I would ask the question, Britt, and I don't know if   Britt (27:32.897) Mm-hmm.   Kiera Dent (27:53.36) you run the numbers or not on it. I mean, I haven't, so that's why I'm asking. But if I've got a hygiene team that does take ortho scans for us when we do ortho, I've got a hygiene team who's taking CBCTs for implants and we're teeing it up for all on X cases. If they're looking for sleep and we're doing snore tests on them, does it really make sense to get me one more hygiene patient for hygiene? Or does it make sense to look to optimize the additional services? Now I get like, we might be trying to get   because I'm like, well, what's the reason we're doing it? If we're trying to shorten the appointment times because we have too many patients, maybe it's worth looking at our fees. But if we're trying to get more patients in to optimize our hygienist pay, to be able to pay them and compensate for the amount of production they're doing. And I know a lot of offices don't pay hygienists for those scans. Like if you do a night guard scan or you do an ortho scan, it goes to the doctor, which I understand because the doctor is going to need to do a lot. But I'm just curious, like to me, it makes a little bit more sense, possibly.   If my hygienist have 60 minutes, I'm already there, why don't I try to optimize and maximize that appointment, paying them maybe a little bit of these scans that I want to be done so that way they can hit their production number, but it benefits the office on a bigger scale. What are your thoughts on that, Britt?   Britt (29:05.61) where I think it comes back to what type of experience, what type of office, what's your vision. It comes back to ultimately write any business. It comes back to the volume value question. By cutting time, we're choosing volume. By using that time better, we're choosing value.   Kiera Dent (29:20.208) Mm-hmm.   Britt (29:26.318) It's going to be a personal preference. I'm not going to say there's a right or wrong answer in that because there's a lot of factors depending on kind of what your payer mix is like. I definitely have some areas that even for me, I tried to move that culture of the area, if I tried to move that patient at the speed that I need for a 45 minute appointment, they are not going to love it. Even though I might be the most pleasant human being they've ever interacted with because the pace that they run is a little bit slower, right? And so...   Kiera Dent (29:50.916) Yeah.   Britt (29:56.334) right when I was running 45 minutes, we were right outside of DC. Those people don't want to be there that long. Right. And they were, you know, demographic was easy for us to run them through. And so they didn't mind the fast pace and we still connected, but we were able to run like that. So I think it comes back to overall experience on what you want to have. and there's no right or wrong, but I love making more use of the time we have, which is where I think hygienist functioning to the   the height of their capability, right? If you can use laser and that's something your office wants to bring in, great. That's something that can be an adjunct service that adds to the production. You know, what can you do for the patient? I think not only on the hygiene side, but that's where I think it really is a team to where what can I do in scans, in pictures, in educating patients about treatment options, talking to them about what do they really value? What do they really want? Are there cosmetic things that they're looking for?   Kiera Dent (30:29.232) Mm-hmm.   Britt (30:53.24) There's a lot you can do and I think that's for hygienists to realize if we do well overall, right, everybody wins. So when we're able to get where we need to production collection wise as an office overall, it makes it easier for us to say, yeah, that time is useful. We're making good use of it on the hygiene side. Let's keep our appointments at 60 minutes. Or if it's like, hey, we're not, we either need to do that and get things up or.   we're going to have to evaluate and make some decisions because sometimes there's just business decisions that need to be made and we need to figure out how to adapt and innovate.   Kiera Dent (31:28.324) Yeah, right. That was such an insightful piece. And as you were talking, I just thought, I hope offices are listening because I think that this is just a really good, like, this is where we, have to get into the, are we doing this? What are additional pieces rather than just the like quick surface level decision? Because I think there's so many pieces below it. Like you said, demographics, DC, 45 minutes makes a ton of sense. Those people are faster in and out. They're younger population. Like it's an easier model to roll that.   Britt (31:56.268) Mm-hmm.   Kiera Dent (31:56.396) versus maybe let's say some areas in Arizona, like you might not have a same, you might have it like in Scottsdale Tempe, but if we're going a little further out to maybe some of those senior centers, that's not an ideal model for maybe an older population base. So really like you said, and I think like volume versus value, and I don't think it's the value that we're bringing to the patient. It's the value of are we doing ortho? Are we adding these adjunct services to it? You obviously add value to your patients, but are we doing a lot of people?   or are we doing less people but more extensive? That's gonna be a clinical or a business decision and also a clinical decision and also a cultural decision of what you ultimately want your practice to be. But I get it, you gotta make these decisions, you gotta make the business run. I would just caution, don't make the quick decision because I think there's multi-layers below each of them to really consider. So hygiene Britt, thanks for coming today. Any last thoughts you've got as we wrap up? Assisted hygiene, shorter appointments, I think they are really good perspectives to bring.   Britt (32:55.822) I think my last thing I like that you said, right, don't make the quick decision, evaluate it. And I think even hygienist, right, it's easy for us as team members, I do the same thing, right? I can see my world and what it's gonna impact for me, but I understand there's more behind it than just my view. And so really taking a good look overall and seeing what's gonna be the best decision. And yeah, how we're functioning now might make us think that we need to make this decision, but maybe we can keep running and function a little different to where we don't have to make that change.   Kiera Dent (33:25.52) I think it's a really good perspective. if you guys are in this debacle, we're speaking to your souls. This is what we love to do with our practices is really weigh the pros and cons and help the office make the best decision for their practice, not just a decision and really thinking through the, all the different pieces and then executing and getting your whole team on board, helping the team see the pieces so you can really be successful. So reach out if we can help. Hello@TheDentalATeam.com thanks for being with me today. I appreciate it.   Britt (33:53.196) Yeah, thanks for having me.   Kiera Dent (33:54.648) Of course, and for all of you listening, thanks for listening. And we'll catch you next time on the Dental A Team Podcast.    

Kiera and Britt have a deep discussion on the ins and outs of hygiene right now, including what's on hygiene grads' minds, the right ranges for skill sets, how different practices are staying scrappy amid the dearth of hygienists, and more. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.822) Hello, Dental A Team listeners. This is Kiera. And today I have Brittany Stone, the one and only No BS Britt. And today I'm asking her to play Hygiene Britt. If you didn't know, it's actually fun. It is. And it was funny because yesterday, Britt and I actually like had, we were heavy in Dental A Team mode. And then I called Britt back probably like a minute later and I said, Hey Britt, can you be Hygiene Britt for me? Cause I have a hygiene question.   Britt (00:26.988) you   Kiera Dent (00:29.102) So Britt, welcome to the show today. How are you?   Britt (00:32.308) I'm good, how are you doing?   Kiera Dent (00:34.23) I'm great. How does it feel to be hygiene Britt? Like go from, mean, you're Dental A Team's operations manager, you're also consultant, like all the things. How does it feel like go back into that clinical space sometimes?   Britt (00:45.678) I mean, hygiene are roots, man. Like that's the beginning. So it feels to me, I know you guys haven't known me as like hygienist. Like, yes, I know hygiene stuff, but you never worked with me clinically as a hygienist. But to me, I'm like, yeah, that's me.   Kiera Dent (00:54.872) true.   Kiera Dent (01:00.91) I'm glad because it is fun. I actually was talking to Jason last night after you and I had chatted and I said, Jay, it was actually really fun to talk to Britt about like where we started. I mean, I'm dental assistant, Kiera, office manager, Kiera, treatment coordinator, Kiera. No one's known me as that in Dental A Team. And so I'm just going to throw it out there because you never know who's listening to the podcast and who would ever like take me up on this idea. But if there's someone out there,   that would love to allow Dental A Team to come in for one day and go back to our roots. So Britt, we probably have to do this in Arizona, because I think you're only licensed in certain states, right? Okay, so Arizona offices, if you know someone in Arizona, all of our crew will be there in March and there might be a few other times, but I think it'd be funny to see a Dental A Team take over. Like how would it be for Tip to be an assistant?   Britt (01:35.318) Yeah, currently still just Arizona. My OG state over here.   Kiera Dent (01:52.462) me to either be an assistant or a treatment coordinator, and Dana to go back into hygiene and just see like how it would run. if anybody's open to letting us come back into our, like put the scrubs on and just see like, shoot, we'll cover for a day for you guys.   Britt (02:01.198) .   Britt (02:06.358) It would be like a good and wild time all at the same time because I think we're all a little bit more maybe assertive than we might have been in some of our olden days in those positions.   Kiera Dent (02:14.038) Hahaha   Kiera Dent (02:18.316) I agree. And this is why I want to see like what would Dental A Team do if we were all put into one office at one time. So anyway, if you're interested, email me Hello@TheDentalATeam.com This isn't a passive ask. This is like, I really think it'd be so fun. We've talked about it so many times, like what would it be like? So, Hey, if you're ever interested in Dental A Team.   Britt (02:23.046) Yeah.   Britt (02:35.982) Usually what we do is we say if we could all only be one role, so no doubling up on roles, this is the game Kiera likes to play, who would be which role within the office is usually how this goes. yeah, not to say we don't get along, we would have a fantastic time, but you'd get a lot of ideas that they would run quick, I'll tell you that.   Kiera Dent (02:45.118) I do.   Kiera Dent (02:49.762) and   Kiera Dent (02:55.608) Thank   Kiera Dent (02:58.99) Well, and I'm like, believe it or not, I would actually not go for office manager. So I'm out on that. Shelby will probably take on office manager role, even though she's never done it, she'll do great. But it is kind of funny, Tiffany, we were talking the other day and I said, Tiff, I remember being a dental assistant and I had hours of time sitting there like root canals, crown preps, where I just thought of all these ideas and Tiff's like, I would like, I literally would hate if you actually went back to that and had that much time to think of ideas.   Britt (03:08.014) Thank you.   Kiera Dent (03:26.904) Fair enough. anyway, throwing it out there, Britt and I have a good time, but truly I do think it'd be fun if an office allowed us to come and just like see what would happen if all of us went back into it. You might hate it. Don't worry, doctors. You can still keep like one or two main assistants. Like we won't fully do it, but like we're, we think we'd be the A team. I'm just curious if we'd actually be rated A, B, C or D going back in as a whole team. Exactly. But on that note, pivoting into what we want to chat about.   Britt (03:47.327) Put our money where our mouth is. Is that what you're saying?   Kiera Dent (03:55.96) Britt and I wanted to get on the podcast and I really wanted Britt to be on this podcast with me because Britt is a hygienist and believe it or not, I have had actually some clients ask Britt and Dana like, hey, if you ever want to like leave consulting and come back to hygiene, hey, poo poo on you, that's terrible, don't do that. We don't poach your people, don't poach ours. But it is interesting because I do know that hygiene is a hot topic and so I thought Britt, if we came on the podcast today and we actually chatted about...   Britt (04:08.174) Thank   Britt (04:12.056) you   Kiera Dent (04:22.508) All right, let's talk about hygiene. How do we get hygienists? How can we hire? How can we attract? What are maybe some out of the box thinking today? And also doing on both sides of the coin because I do know we have hygienists that do listen to the podcast as well. So shout out to you listening in and educating yourself and understanding kind of the predicament the doctors are in because it's this constant, like I do feel over the last four years since COVID, the hygiene pay range has like just like escalated up this ladder, which is making it hard for practices to stay profitable, which then leads to if   The practices can't maintain profitability. I do actually wonder and this is kind of just my thoughts and I'm sure Britt you've thought of it. Will there come a point where hygienists are actually asking for too much that dentists say it's not worth it for hygienists? I'm just going to hire a dentist. So I'm just like just so we know and I want hygienists. So it's going to be kind of like a really open conversation. My goal today is that none of what we bring ever should be weaponized against people. So there might be some ideas discussed hygienists if we're talking about certain things to me. This is not always on where you can go in.   take this to your doctor and demand certain things and doctors if that happens, like it sounds like that's a great opportunity to coach that hygienist out and bring someone else in and vice versa. Hygienists and doctors, like doctors not weaponizing and saying, hygienists we're so high, I can't afford to do this or things like that. I think really understanding the dynamics of where we're at, I think is gonna be a good conversation. So Britt, you, hi, Janice Britt, welcome to the scene, hello.   Britt (05:45.454) Thank you. I'll put that hat on. And it's all in fairness, right? I think that's what it comes down to in any working relationship. And even when it comes down to talking about things like compensation, like it should be a conversation for both sides, right? And sometimes there's things that can be done. Sometimes there's things that can't be done. And sometimes performance-wise, it doesn't warrant being done. So I think that's just the mindset to go into it with always when it comes to those conversations is it is a conversation. It should be a conversation.   demands back and forth and finding the best fair solution.   Kiera Dent (06:20.502) Yeah, absolutely. And Britt, I'm so glad that you're open to this. And Britt, the reason I love her in operations next to me, like I feel like her and I are really good yin and yang. think Britt and I truly, we have very different personalities. We have very different mindsets. We have very different pieces. And I think when you can bring those two perspectives to the table, I'm very strong entrepreneur. I'm very strong business. very, like Britt will tell you, I come in very strong on those and Britt will come in very strong on team.   Britt (06:32.876) you   Kiera Dent (06:45.282) I think that to have someone like that in your corner to me is invaluable because it allows Britt and I to really, like we say hash, like we really do go back and forth knowing that our ultimate goal is to land on what's fair and best for the business, what's fair and best for the patients, what's fair and best for our team, what's fair and best for every player in the scene and the arena. And I believe when you can have these conversations, you can get there. So Britt, I wanna just kick off.   It's something that's come up and I'm just curious from your perspective as a hygienist, because you are a senior hygienist. You've been in the ranks. You haven't been there as a brand new grad. And there are some hygienists who are feeling like these new grads are coming out asking for quite a lot. I've actually been told that a lot of the hygiene teachers are actually telling them to ask for higher amounts. And I'm really curious, like, do you feel that there should be ranges where if you've been out of school for say zero to five years, it's kind of like this is your range.   if you've been out of school from five to 10 years or 10 years plus, because some of those senior hygienists do feel like, hey, I've been in here, I've been running the ranks. And then I'll give you the flip side that I also think of, but sometimes my senior hygienist might not be as up to date as my brand new grads out of school. So there's this like, there is an experience piece of you've been with the patients longer, but sometimes like, I know certain hygienists don't do as much perio, whereas new grads do more perio sometimes. So.   Again, I'm not here to judge the hygiene world. I'm just curious, Britt, from your perspective, being a hygienist who's been in the realm for a while, what's your take on like, should there be ranges based on experience or is it on performance? Like, what's kind of some metrics that you see that would be beneficial when we're looking at compensation to be fair across the board?   Britt (08:22.414) I mean, you know fairness is a big thing to me, right? So I and this will be a probably to some maybe not the most popular opinion But I do think it's the fairest and I no matter the role right whether it's a hygienist whether it's an assistant whether it's a front desk whether it's an associate coming in I'm big on it comes down to skill set and what are they able to do? Right? What what's their skill set in the position? How are they able to perform? What things can they be?   responsible for and own and make sure that they get done. Now with a new grad, would I probably be a little bit conservative on what they start them out with and say, hey, here's your path forward, right? Once you show me XYZ, you're running on time, you're making sure your diagnostics are quality, all those things, this is your path forward as far as compensation goes. But I do think it should be a skill set based compensation, not just like tenure based compensation. I'm not a big fan of tenure overall, no matter like   Kiera Dent (09:21.517) Mm-hmm.   Britt (09:22.176) like where it is. The thing that I will say along with that though is to make sure that our owners, right, whoever's making those decisions on compensation, that we keep it all fair. So I think sometimes some of those more senior ones, maybe they've stayed at a rate for a really long time and maybe haven't been increased according to inflation or what they're paying other people now. And so like that piece needs to be fair as well. So make sure, I'm a big fan of tears, what's   the skills and make sure that it stays within those tiers. And yeah, if you've been with me for a long time and you've got a full set of skills for hygiene and you do really well, you should be at the top end of that top tier. And if not, then we need to have a conversation and talk about it and see how we can get you there. Because that's ultimately my goal for any of my team members is how do we get you performing to the top of your skill set, your ability or your license. And with that should come like fair compensation that comes along with it.   Kiera Dent (10:22.392) So, okay, I really like that. I've got two follow-ups on that. One is what are like set skillsets that could be ranging someone up? Are we just talking perio? Are we talking laser? Are we talking like, what is it that is specifically for hygiene, the skillset? And I do love, I hope you guys all asked like that, like every person should be performing at the top of their license. So that's follow up question number one. Second is gonna be about a compensation question. So what are those skills that you feel will range them up exponentially?   Britt (10:50.252) Yep, so for me, like basic skills, running on time. If you have an anesthesia license, you're doing your anesthesia, if that's allowed within your state. Chart audits are good. You're getting everything that needs to be done, that your charting is complete. You're getting all your diagnostics done. You're coming prepared to huddle. You're being a team player. All of those things are kind of like my basic level stuff.   Kiera Dent (11:16.846) Should they like interjecting real quick on that? Should they be hitting a certain production amount or is it more just those? It's like, what is the production amount that they should be hitting in like basic skill level before they even move on?   Britt (11:29.038) Yep. I think whatever your basic goal is, I'm usually depending on the area, depending on your PPO fee for service, right? There's going to be a little bit of a difference, but I'm usually like a 12 to 1500 is usually around kind of like my base, depending on if you're PPO or if you're fee for service kind of on that upper range. And then as you as you one, I think get more confident with perio, have those conversations, perio percentage rate, that's case acceptance for peri   percentage rate would be a next level to look at. So not only are you having the conversations, right, you can do it, but how effective are you educating patients in advocating form to get the treatment done that's needed? So this is where a few more specific metrics are gonna come into play. So per year percentage is gonna start to come into play looking at jumping to that next level. I'm also gonna start looking at how well are you setting up doctor and teeing up doctor for treatment.   That's going to be my mid range that they need to be able to have those conversations. TFDoctor, be a partner in that conversation. So that's kind of like my mid range ones and my high range ones I'm going to tie in. Yeah.   what's your case acceptance coming out of your room? How well are you supporting the doctor and advocating for those patients? Having conversations because at some point with hygiene, right, there's clinical skills and with those, right, doctors should be checking, sure, check my perio from time to time on my charting to make sure we're aligned. Yes, if I'm missing stuff that I shouldn't be missing, then like absolutely those should be things that are talked about and would keep me in that like basic pay range if I'm not doing well at my job.   But to get up into that advanced pay range, it comes to a lot of the soft skills. Are you adding in that scan? Are you on board? Are you advocating for the practice and getting things done? Are you talking about treatment? Do you have good case acceptance coming out of your room? It's a lot of those soft skills and showing initiative instead of like, no, that's too much. I'm not going to do that. It's almost like a difference in personality and an initiative once you get to those higher range and you know them, you see those hygienists that are just rock stars and they're like, yep, they will   Britt (13:34.33) help out, they are a team player. Yep, I can get that done. I've got time to do it. They are having the conversations, they're supporting the doctor really well. That's my top tier. That's what I ultimately want everyone to be.   Kiera Dent (13:47.918) And I think that actually really helped in like that 1500 that 1200 range like there has been a model out there of like three times their pay and I'm just curious Britt. Is that even a realistic number from your perspective now of three times a hygienist pay? I do say for fee for service usually at a four or four point five times their pay but with PPO schedules and with the new rate of hygienist coming out, do you still feel like three times their pay is fair?   Britt (14:14.242) I think it is a great starting point, right? There's across the country, and this is where like you can pull the economics of it into it, right? Depending on the area, depending on how many hygienists there are.   Like that's something that we, I think, have seen across the board that impacts higher ranges or lower ranges, right? That's the way a free economy works. Welcome to it. So, right, depending on the area, I would say yes, that is, everyone should be shooting to hit that. And some of our areas where   you know, it's a little bit more competitive or depending on, you know, well, we'll throw it out there. State laws, different things that have to be offered, right? That impacts the price and how expensive it can be to pay a hygienist. And I'll say to my hygienist, you guys are worth it, right? Especially you're that top tier hygienist. Like you guys are worth it. But from a business standpoint, there's like we got to we got to stay profitable at the end of the day. And so I do think that three times fee for service   us up to like four times pay is a great place to start. And if we are not there, then we need to start looking at other factors. Is it reasonable? Most of time, yes, 100 % it is. Some cases, depending on the area where there's like those shortage, those higher ranges, like it's a little bit more of a struggle. And that's where it comes to the conversation of, all right.   hygiene or associate. And we've definitely had those practices where it's like, for what I'm paying this hygienist, I can have an associate who can not only do hygiene, but can also do treatment. Which direction should I go?   Kiera Dent (15:38.862) Mm-hmm.   Kiera Dent (15:48.96) I agree. I think, I think the hygiene world, like making sure that it's cognitive of that too, because I think it could be a dangerous zone where without trying hygienists actually like work themselves out of the marketplace. I agree. think hygienists is such a valuable player on the team. And so just making sure that like we're cognitive of that. And I love that, Britt, you bring that from a hygiene perspective. I will also say though, I don't just think it's fully on the hygienist. And Britt, I know you agree with this completely that   Britt (16:15.555) Mm-hmm.   Kiera Dent (16:16.334) looking for that three times and instead of saying like we can't get there, let's look to see how could we get there. So it has the office actually looked at their fees and are we making sure that our fees are competitive, that we're negotiating with the insurances. This doesn't mean you have to drop in and drop your insurance plans, but it does mean we need to be very effective with it. Looking to see can we add in laser? Can we add in PRP or PRF? Can we add in some of those adjunct services? Are we adding fluoride? Are we getting all of our x-rays on the right series?   Are we billing out the correct comp exams for it? Are we looking for those additional pieces and looking for like, what are all the codes that we can bill out within hygiene? Of course, not over diagnosing things out or billing things out. But I think like, let's also look at medicine. They bill for the gauze, they bill for the cotton, they bill for all these things. And I'm not here to say like nickel and dime your patients, but I am here to say.   I think they're starting to become a world where we've got to start being more proactive on what we do, bill out to insurances to hit the rates that the hygienists need to be producing as opposed to just doing what we've always done. So I think like as an office collectively working in conjunction with a hygienist, let's not just throw our hands in the air and say like, they're too expensive. There's no way they'll hit it. No, that's not true. There's actually a lot of hygienists who are being paid those higher ranges and they are producing three, four times their pay. I have hygienists in...   less affluent areas able to hit that. And so it's kind of like the four minute mile. People thought it couldn't happen, couldn't happen, couldn't happen. Well, I think sometimes it's telling us it can't be done. We actually find ways to make that true rather than saying, hey, other offices are doing that. Let's get creative and let's let's let's work together and figure out what we can do. So I want to maybe have some commentary. Please do.   Britt (17:51.118) Yeah, I want to make a quick plug on this because I know I threw out there like there does come a point where like sometimes we sit there and we contemplate of like associate or not the hygienist and me do I want doctors doing hygiene? No, I don't. don't. No. Do doctors want to be doing hygiene? No.   Kiera Dent (18:04.27) No, I don't either and I'm not even a hygienist.   Now.   Britt (18:11.072) No, they don't want to, right? So like it's not an ideal solution, but when it comes to a business being able to survive and stay profitable and keep running to take care of patients and provide livelihoods for everybody, like some that's the that's the business side of my brain that it's like sometimes those are things that we have to contemplate and see what's the best decision moving forward.   Kiera Dent (18:30.296) for sure. And I'm glad you put that because the ultimate goal is to not replace hygienists. The ultimate goal is no. But I think it's like, look at other businesses. Do you think other businesses wanted to convert to AI? The answer is probably not. But due to necessity of profitability, like to me, that becomes a survival skill. Like is this business going to live or die? They're going to find ways to live. That's a natural human tendency. And so I think it's like, let's partner together. Let's find the solutions. I even have some practices who have elected to go   Britt (18:35.598) I don't want that.   Kiera Dent (18:59.064) hygiene, like no hygiene in their practices. so knowing that, like, but again, this is just getting scrappy. This is doctors just like, we have to find a way to survive. think it's   Britt (19:01.71) Mm-hmm.   Britt (19:08.14) And out of necessity, if they can't find one, right? Like sometimes that's kind of been the state that some of them have been in, so.   Kiera Dent (19:15.342) for sure. So Britt on that we did talk about like baseline pay and we talked about longevity of it. What happens when you have a seasoned team that has been there? And we've got hygienists, they love the practice, they love the things they're doing. recruiters are pretty impressive these days. Like I do feel everybody's being bombarded with other offers constantly. And it's like you might be very happy. But hey, like sometimes dollars do count. What do you do for a practice?   when like these new grads are coming out and let's say they're asking because like right now I have a practice and the new grads like literally looking on indeed all practices hiring right now are like $5 an hour more than what they're currently paying like their highest hygienist. Like what do you do in that realm because like if you've got three or four hygienists now I've got to increase everybody $5 an hour just to be able to bring one new hygienist in. I think this is where it's like this wave of constantly like chasing a number but it's not just one person I'm chasing it's multiples.   what do you recommend for businesses and new grads? Because I'm like, if I tell this new grad, like, well, this is where we'll start to, I've got seven other offices willing to offer this hygienist that they only need one hygienist. They can do it because the finances make sense for them. What do we do in those scenarios to help these practices out?   Britt (20:27.724) Yeah, I think having a community near you to know kind of what people are really getting paid, right? There will always be, especially in your more like city, right, areas, there's always going to be someone out there who can pay more.   There's gonna be an offer on the table somewhere. I always say question that. Know what you're getting into on those ones that are like real high from everybody else. But I think it's a real question of what are you ultimately looking for? One, with that higher rate you better believe you're still, you're gonna have to make your way, right? To make it worth paying you that amount. So that's gonna be there.   Also, you know, what do you value in the people you work with and the type of things that are being done and the care that's being provided in practice not taking a hit at anybody but I'm like that's an overall it's not just a dollar like sure you can go out and you just want to pick a job based on dollar Go for it. If you want it's risky in my opinion Look at the whole picture and see kind of what you're gonna be living because we spend a lot of time at work, right? It's a it's a big part of our life and we spend a lot of time and I don't know I take a lot of pride in where I work. So I care about when   the people and what we do. And I hope that's the same for our providers out there, for our hygienists out there. But I think take a look overall.   And then I think when it comes to those rates, so have a community know what like the actual rates are not just the jobs that are out there and what people are getting paid. Make sure you're competitive like 100 % the rates need to be competitive and if you fall in behind some unlike yeah we might need to see what we can do and see if we can start to get back within the range of the market to stay competitive. And then   Britt (22:16.45) that also I think brings confidence in knowing you're offering something fair, right? So if I'm like, if I know, hey, it's competitive, it's fair.   We're a great place to work. I always want to get people in to come meet us, experience us, because again, it's more than just a dollar. If they're making a decision just off of a dollar, they're probably not the right person for me anyways. So I want to get them in, let them see the whole picture. And then, you know, when it comes down to it, at the end of the day, I can offer what I can offer and offer a path of like, hey, this is where it starts. And here's what you can do moving forward in the potential. But we're getting to know each other. And   I'll say this recently, especially for assistants as well, because I think it's the same, similar scenario in assistant world, is some of the doctors that know their affair, they come in, they're confident.   have people who like them and they're like, okay, you know, not to say it always happens, right? It won't always, but it's more likely to happen instead of just chasing a dollar amount and trying to like outbid someone. So I think still be confident in your moves. Don't jump too fast. Make sure you're competitive. Make sure you're allowing people to see the whole picture of you. I'll add to that. Make sure you're actually a good place to work along with that so that you attract people.   Kiera Dent (23:12.878) Right.   Kiera Dent (23:32.398) Agreed.   Britt (23:34.382) because I think trends and you'll see articles and research out there, money matters and there's always going to be those people where money is their top priority, but life I think these days matters to people a little bit more.   Kiera Dent (23:46.22) I would agree. think that that's something that the shift of the, think money used to be the currency that people were going after. And I think now it's time and lifestyle that is the new currency. so realizing that and recognizing that, Britt, let's say an office, the going rate is higher than what you are really like able to afford in your practice. What's your take on offering like a lower base, but commission from a hygienist? Like does this, I don't know how it lands for hygienist. Is it like, well, I want the guarantee of like knowing that I can   let's say it's $5 different between offices, but this office is really struggling, but they can offer you the commission base. How attractive is that to a hygienist? I have my opinions, but I'm not a hygienist. So I'm just curious from your state, what you hear from colleagues in the industry. Cause I know you see very connected to the hygiene world. What are you kind of hearing around?   Britt (24:33.42) Yeah, I think it's a super fair model. I know when I was managing, that's the model we were off. I want you to know that you can count on something that's reliable, right? So that's where I do like having a base that's very reasonable, that's very fair, that is an amount that easily hygienists should be able to produce and make that and cover themselves.   But for those who do like hustle, right? They're not gonna be like, well, I've got an opening, I'll just go home. Or like, I'll just like chill. Like they want to work. They wanna keep people on their schedule. They want to be supportive of the team. They should make more. And so it's even just a fair from a multiple hygienist in an office. I'm like, yeah, yeah.   working hard I should make a little bit more than the person that's kind of slacking off a little bit. And so I like that model to where one you know what you can count on because there's that base there. And then yeah commission is going to be ultimately whatever you want it to be right? Like that's where you've got some control and if it's a commission based on production or adjusted production or collections whatever route the doctor ends up going   fees rise in the practice, right? That's you naturally kind of build in that increase over the years as office fees change.   Kiera Dent (25:56.782) Fair, that's a good point. And Britt, I have so many more questions I wanna ask. I think for today, keeping it here, I really also think one thing to plug on the commission that I think Britt, you and I have done a really good job. Like, mad kudos to you within our company, because we do offer our consultants based in commission. So I think like we can actually speak to this model pretty well. But something I really pride ourselves on is we actually go and look at real numbers. I don't want to be going for my best hygienist and offering off of my best hygienist.   We want to find an average between like our lowest producing hygienist and our highest producing because I would rather set a clear expectation with that hygienist coming in of like, if you do basically like bare minimum, this is what you'll be making. And then if you choose to like go more, which there are opportunities, this is the range you could do. And literally when we do offers, we literally show a hygienist or like in our instance, it's a consultant. Here's what it is. Here's what the averages are.   And for me, I think that actually makes me way more confident going in because I'm not offering the highest end. We have we have consultants that produce a lot more than other consultants. But I don't want because that just sets an expectation for that hygienist coming in. This is what I think I'm going to be paid. And then when I'm not, they get angry with you versus it being like, this is where I think it's very fair. This is very realistic. This is the time frame. Realistically, I think you can hit it. This is an average day. Here's our actual numbers. This is an actual hygiene schedule.   So that way I really do think that that will make you more confident when offering. If you can't offer say that $5 more or you want to bring people in and maybe you're a little bit less than that. You don't want to raise your entire hygiene team. And again, hygienist, it's not because I don't want to raise you. Like I just want to make that super clear as a business owner. I want to pay my entire team exponentially well. Like truly this is like my heart of hearts. Like Britt knows this. I'm constantly looking like how can we raise people? How can we do it?   Britt (27:38.413) Thank   Kiera Dent (27:40.918) I also know as a business owner, my job is to make sure I keep the business profitable because if I don't, I've actually heard every person that we serve in the community of patients. I've heard our entire team of being able to afford it. And also I don't want to be stressed as a business owner, like fully. would, I like, I love you and I want to pay you. I also want to be able to sleep at night and not constantly stressing of do I need to take a second mortgage out on my home? So like just understanding it's, it's a business, it's a person, it's a human, but I think be fair with your numbers that you offer.   And Britt, I do want to do another episode. I'll just tee it up of what do hygienists feel about assisted hygiene? Cause it is a model that's starting to come as popularity of not being able to find hygienists. Is it something of we like it, we don't. Also, I know there's conversations around, we shorten hygiene appointments to be able to see more patients as insurances aren't reimbursing as much. So I definitely want to like tee it up of having a few more hygiene conversations. But Britt on this, thank you for giving you the perspective of like the ranges of how to pay and what you feel about base plus commission.   Britt (28:13.528) Thank   Kiera Dent (28:38.874) Hopefully we were able to give you guys some tips on how can we attract these people. think like you said, Britt, having a great place and a great reputation within the community, having longevity of team members, it's been shocking. Britt and I have been doing interviews and I don't know if you picked up on it, Britt, but the last, I think two or three interviews we've done, one of the questions they've asked is how long is your longest team member and can we ask why they've stayed? It's been shocking to me that that's a question that has come through. It's been consistent.   Britt (29:02.156) Consistent. 100%.   Kiera Dent (29:05.132) And I'm thinking it's because people really want to work in places long-term and there's so much jostling that I think they're also wondering, are employers keeping team members too? So just note, that's been a very random comment that's come through on our last very, and we're talking like yesterday. We just had an interview yesterday, that question was asked, so it's very real. But Brittany, any last thoughts you've got you want to wrap up today? I appreciate your Brittany hygiene today, coming to the table for the perspectives.   Britt (29:29.102) No, I just, I think it's a good conversation and agreed on running numbers and especially if you're wanting to maybe like transition within your practice, right? Hygiene wanting to propose it or doctors wanting to like switch over so that it's a much more sustainable model for you. Run the numbers and see what it looks like, right? That's reality and I'm with you on like low and high end when it comes to hiring. Worst thing you can do is set expectations you're not gonna meet.   Kiera Dent (29:54.094) Agreed Well, Britt, thanks for being on the pod. You guys, appreciate you. We will definitely come back. I know there's lots of questions. I know this is hot right now. So, Britt and will definitely podcast again about assisted hygiene, what we do for shrinking hours. Is that even doable from a hygienist perspective? Or is that like, no, there's other solutions because I know everybody right now is just trying to find solutions for the pickle that we're in wanting to maintain and...   really pay these hygienists what we believe that they deserve. So Britt, thanks for being on it. And for all of you, if we can help you and your hygiene team, if these are issues you're struggling with, if you're like, am just like hitting my head against a wall. I don't really know what to do. Reach out. That's what we do. Hello@TheDentalATeam.com And as always, thanks for listening and we'll catch you next time on The Dental A Team Podcast.  

Kiera walks listeners through easy but critical accounts receivable systems to implement in your practice so you never have to face a financial crisis again. Episode resources: Sign up for Dental A-Team's Virtual Summit 2025! Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00.932) Hello, Dental A Team listeners. This is Kiera and today I just wanted to ask, are you struggling with cashflow because of overdue payments or you don't know how to do your AR or billing just fills out of hand? Well, great news. Healthy AR is an incredible way for you to keep your practice profitable and successful. And today we're going to dive into it and give you some really incredible systems to help you actually keep this on top so that way you don't ever feel like you're in a financial crisis again. So hooray, hooray. I'm so excited.   I hope you're ready for it. I hope you're just having an incredible day today. I know talking AR is not always super fun, but honestly having a well-managed AR system, being able to track to follow up to figure out where the gaps are really can give you confidence. So I wanna give you guys three quick actionable tips to be able to take this and have a healthy AR. You guys know the Dental A Team's all about practical tactical, making your life easier, making you super successful and happy.   doing it with ease, having a fun time with doctors and team members. So we are able to possibly impact the world of dentistry in the greatest way possible. So let's kick it off you guys, because honestly, AR is one of the most overlooked areas. It feels taboo. feels like we don't really know. So what are we even going to do? So like, let's just dive into this and really get it there. So number one is to set up clear payment policies and make sure that we're upfront with our patient. And if you don't have this, adding it onto your treatment plans, adding it into your practice,   Don't worry, everyone has this. So it doesn't need to feel scary or daunting or my gosh, like we're changing everything on our patients. You're not, we're just being very clear upfront. And what this does is it actually makes it easier for your front office to be confident with their treatment planning, to be confident with their scheduling, because now we all know the rules of the game. We know what we're doing and we don't have to be rude about it. We don't have to be mean about it. We just need to be crystal clear so people know the rules of the game of our practice. So a couple of quick tips are.   we do require payment at the time of service. I know back in time we used to not, but this is something that we do for routine procedures. And yes, we estimate and we go in, we try to maximize everything that we have within our practice by getting insurance estimates. But the reality is sometimes we aren't gonna be able to get that correct. Insurances aren't even accurate until we bill out. And so we don't crutch on that and bill out and then collect money. We collect, we estimate the best that we can. We collect at the time of service.   Kiera Dent (02:18.604) and then we're able to let them know if they have a balance or if they have a credit. Hopefully we're getting close. I'd prefer credits more than I'd prefer balances. I don't like to chase money, but you choose how you want to do that. And then making sure we have really good payment options like Cherry or Sunbit or some of those other ones are really great ones. We actually have some offices that have a really beautiful spreadsheet where we have all the different payment options that we can offer. I only like offering one, two or three max of payment options.   but for your practice to know all the different carriers, like I said, Cherry and Sumbit, Cherry tends to be really high right now of a great financial one, Care Credit always is the top one, but having some of those options so that way we as the practice aren't carrying the bulk of this debt, but we're able to have options for our patient can help you get that better case acceptance and also keep us out of that financial pickle. So, and then also helping our patients have a clear financial policy and I actually have a practice that worked on this and   They were saying like a couple of things like they had six steps on it. And I really loved this of one is like no future scheduling until the payment, their balance is paid. And I think that really helps because then we're not just adding to the debt and we help our patients know like we've got to get this taken care of before we're able to schedule you for more treatment. Then we expect full payment on the first day or we're able to go like two payments half and half. So sometimes for crowns we'll do 50 % today, 50 % upon crown seat.   Those are some great things. I don't go beyond two payments within the practice. Otherwise they go into third party financing. You also, if you are struggling with this for larger payments or treatment plans, so you can decide is it 2000, is it 4000, is it 10,000, you choose. But I usually do a deposit and some people will have higher deposits, but let's say it's a 2000, you can do 10 % of that. So that would be $200. I like a 10%. I think it's easy. I think it also   for a patient who wasn't expecting to do treatment, it's not as daunting for them. So giving that 10 % down payment could also help out. And then really making sure that we are staying on top of our AR, which is going to lead into the next point, making sure that our accounts aren't going past hopefully 60 days in general. I know we might have higher AR right now where they're into that 90 days, meaning we've done treatment and 90 days have passed since we've made payment. And then making sure that we have a good collection policy as well.   Kiera Dent (04:39.266) really making sure all those pieces are there is going to help. And we communicate this to our patients. And if we'll communicate it to our patients, then they know the rules of the game. So for that, when offices start to do this, they start to have patients understand that we make payments, that we only do two payments in-house, that we are collecting at the time of service, that we are making sure that they have these financial policies written. We're not allowing more treatment to stack up on delinquent accounts. What happens is that practice actually starts to   become profitable and they start to get more cashflow. Patients start to pay their balances and it's crazy because just asking for the financial money really actually helps a ton. And it's weird because you just think, all I did was ask for the money. Well, yeah, I have a practice that I was able to add over $20,000 per month to their schedule. And they said, Kiera how are you able to do that? One, it's through some tactics, but two, it was just stopping at the front desk and collecting the money before the patient left. Like it sounds so simple, but really,   just collecting and a lot of offices are even putting credit cards on file, which can really help. So number two, so that's like step one is like, let's collect the money before it goes back. Let's make sure we're checking upon check-in to collect the balances. Let's make sure we're collecting on checkout so we're not following up with all this money. And then number two for this healthy AR is we've got to have a strong follow-up system for outstanding balances. So what I like to do is I like to run the AR report at the beginning of the month. I like to put it into a Google Sheets file.   And then I like to actually have it color coordinated of what area is this account at? Are we on statement one, statement two, statement three? Before I ever send out statements, we always, always, always call. Hey, Kiera great news, your insurance paid. The balance is left, remaining is this amount. I can do Visa or MasterCard over the phone, which do you prefer? This way I'm collecting balances instead of just sending statements. I know a lot of offices love to send statements. It feels really great. We love to.   send it out, send it through the mail, make it feel like we're really moving the needle forward. But if we would just pick up the phone and call, I even tell some offices like we're going green, we're trying to save on paper and stamps, so we're collecting this. There's also a lot of companies like Mula, I really love Mula, and you can actually text the statement to your patient, which can help. But please, let's not lose the power of calling them, because calling and collecting payment can really, really help a lot. So making sure we have this where it's automated.   Kiera Dent (06:58.168) Patients can pay online if we don't have that, that's going to be something that they really need to do. Like I said, Mula is coming in as one of my top companies for processing right now based on their fees and also the availability to send electronic statements to have it link into the patient ledger. I think they're doing a really great job. And then making sure we're actually tracking that entire scorecard of the AR on our Google Sheets or whatever you wanna do. But I like it color coordinated and then I like the doctor and the billing representative.   To meet together at the end of every month, we see how many first statements, how many collections we made, how many 60 day, how many 90 day, and then are there any that need to go to collections or do we need to figure out what to do with that account? I am not here for an advocate of whatever is right or wrong. You get to decide what's best for your practice, but we've got to have a way to follow up on this. And insurances should be receiving statements 15 to 30 days. Following up on them more consistently can actually help us get payments quicker. So making sure we're also sending clean claims.   So everything's attached, everything's put together. So we're not getting things back because we didn't do our part, making sure everything's being submitted on the first run, I really think can help it out. And so when offices do this, what's interesting is we've been able to actually pay for all of our consulting in very quickly because we've taught the office how to go and collect the money that is already in the accounts. And so, and it's crazy because I'm like, you already did the work, let's just collect the money. And so sometimes it is on sending statements, sometimes it's calling the patients, but it's crazy how just even.   connecting in with your patients really can help them realize that like we just have this money that's outstanding, let's get it paid. So right now I would figure out, can you get with Mula, can you have an automated system to be able to send out statements and then have someone who oversees AR and they follow up on it every single week. That's something we're really gonna need to make sure it's taken care of. I like Tuesdays and Thursdays for billing days, you do it whatever you need to do. Not the full day, usually a four hour chunk is probably pretty good for.   Most practices, every practice is different, but that would be a good one. And then step three, pretty simple, is we've got to review our AR metrics and take actions. So this is what I was talking about, the doctor and the billing representative meeting together, and we've got to monitor our 30, 60, 90, and over 90 days where we're at. So the zero to 30, 60 to 90, over 90, we've got to make sure, and what I like is of all of those accounts, we're never over one month's worth of collections. And so I try really hard to get that down.   Kiera Dent (09:16.868) Over 90 should be less than 10 % of total AR. I even like it to be chipped down to like 5 % of that. So if you know the metrics that we need to do, we've got to be collecting. And if our team knows our goal is to collect in 30 days always, we get better at insurance verification, we get better at collecting, we get better at watching our AR, we get better at all these different things, then we truly have a system that works. And then making sure that it's in there so the doctor can take a look at it so you can see how many first statements, second statements, third statements, you can even make a   little dummy codes that you attach to each patient's ledger. So at the end of the month, you can actually run a report to see how many statements really went out of first, second, third. I don't go past three. I do not want it going past three. And if you call on the first one, usually we're not getting to a second one. We're setting up options. We have payment options if necessary that are external, not internal, that really, really can help you. for me, I would, if I was a dentist, I would have my billing meeting set up. I would expect my team to get through that entire AR list within a month.   I don't care how many accounts are on there. We might have some cleanup to do, but getting through that, and I have an office where we were able to take them from about a 65 % collection ratio. It was really drastic, all the way up to 98%, but we had to go back three years to clean it up. And there's a lot of them that we weren't able to collect them because we'd waited too long, but it was a process. I think we had about 10,000 accounts we had to go through, but this team was diligent. They were dedicated. It was hard, but we were able to actually make progress.   And it was so fun for them to actually build the system and for the doctors to understand and the team to understand and they'll never get into that position again. And so really going through these three steps, like I mentioned, of clear financial policies with our patients and collecting before they go back and also when we do time of service, we have a full follow-up system of how do we have it? How do we submit our statements? Do we call for it? How do we have this? And then we review it every single month with our doctor and billing.   a team member meeting, it's really gonna help you guys stay on track and be able to get this healthy AR. So the reality is we've got to enforce this. We've got to make sure that we're following up on it, that we're expecting to be at 98 % collection and that we actually go through with this because right now is the time like you've done the work, let's collect the money. And so if this is something that you are like, gosh, like Carrie, you're just speaking my language, reach out, DM us, I'm happy to show you some AR tactics that we've done for other practices, give you some resources and tips.   Kiera Dent (11:36.32) or head on over to our website, TheDentalATeam.com and just book a call. And I'm happy to go through it with you and give you some, some complimentary value and practice assessment to see where you're at, the great things you're doing in areas that we can help out. This is what we're obsessed with doing. And Dental A Team does this. This is what we do for our practices. This is why we have the systems. This is why we have the systems for success for you. And I'd love to help you. So when, when you're ready and if you're ready to boost and master your AR and cashflow reach out, we're ready for you. And I'd love to help you, but truly commit to   being a master of AR and having that healthy cashflow, you're doing the work, get paid for the work you do. You deserve it. You're worth it. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

It's not difficult to enter a practice and feel whether a team is synergistic and they love each other versus if they have animosity and do not get along. Kiera gives advice for spreading love to team members and patients, and establishing a culture of appreciation beyond Valentine's Day. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01.23) Hello, Dental A Team listeners. This is Kiera and it is the season and the month of love. And honestly, Valentine's Day and February isn't just about hearts and chocolates. It's truly the perfect time to show appreciation to your team and patients if you desire. So today we're going to teach you some simple, impactful ways to spread love in your dental practice, because why not? One of my favorite quotes is to spread love like confetti. And I think in today's world and in Dental A Team's mission to positively impact the world of dentistry in the greatest way possible,   Why not spread love, spread kindness, spread joy to our team and our patients. So just wanted to give you guys a couple quick tips on how you're able to do that. You guys know that this is something that I'm really passionate. I'm really passionate about you loving your job, you loving your life, loving your patients, impacting your community and your team to ultimately live the most fulfilled and impactful life. Showing love and appreciation increases our morale in our practices. It increases retention and the overall practice culture where patients feel that love.   crazy because when I walk into an office when consulting, you can feel if a team is synergistic and they love each other versus if they're animosity and they do not get along with one another. And so really just something for you to highlight that people can feel the energy. And so let's spread that love in a quick action packed episode for you today on the season of love. So number one, step one is show love to your team. I do believe that it comes from when we   recognize and appreciate our team's hard work when we show that love to one another. That's really how we're able to highlight and enhance in some quick easy ways that I think are love appropriate within the workforce, our right personal thank you notes to each team member, maybe once a quarter, we we bust out the thank you cards and we write them. It's crazy how a little pen and paper can really make a big impact for people. You guys could also have like around Valentine's Day, maybe have a Valentine's Day themed lunch or treat where   We really do maybe exchange Valentine's Day gifts with one another, like go back to the time where we wrote Valentine's for one another. And also like we've talked about in other times of creating a shout out board where you can write kind notes to each other. I've seen offices where they just have a whiteboard there where people just write a quick note of like, here you crushed it today or Sarah, you crushed it today and we just leave it. And it's almost like our wall of love. And you can even create a wall of love where we just like stamp them up there or on shout out jars. We post those up there because again, showing love to one another.   Kiera Dent (02:25.7) It creates a habit, creates a pattern. creates a way for us too of how we operate. And so just again, thinking of that. And so my suggestion for you is pick one of those ideas. Are we going to do thank you notes to one another? Are we going to have a lunch of a Valentine's themed? Are we going to get those little Valentine's boxes back out? Are we going to have a shout out board for one another? What are we going to do to implement kindness and love within our practice? And then step two is now we've done it to our teams. We've taken care of ourselves.   Now we're going to spread this to our patients. And so what can we do to show love to our patients? And what's crazy is when people feel loved, they're actually very bound. There's a retention piece. There's a loyalty piece because people feel that love and that genuine appreciation. And so little things for them that we can do of you can send heartfelt emails or text messages to patients. We could even have little hearts this month and write little love notes to our patients of how much we appreciate them. You could highlight one patient.   that you just every day to have them be the patient of the day. We could actually create a social media post highlight, make sure it's a HIPAA and you've got consents for it. A patient appreciation and highlight the patients to like why we really love them and why they love their smile. So lots of different ways where we can show them. But I think that intentionality, there's a book called Unreasonable Hospitality. And I loved in there where they had like this whole little like craft kit is how I imagine it. I've never been there.   But where they were allowed to, they really encouraged their team to create magic moments for their guests, for these people who would attend the restaurant. so having a way for your team to produce this unreasonable hospitality, if we know someone's having a baby or we know someone's getting married or we know someone's it's their birthday or like just having a little, like I said, a little craft station where we can do these things on an intentional basis every single day to really create magic and to spread love to our patients. It's crazy how just a small little intentional thing   I mean, I can't imagine it's never happened to me, but could you just imagine if your hygienist in your little goodie bag wrote you a handwritten note, like again, like a little heart or a little card, like, Kiera, I just really always look forward to when you come. You're one of my favorite patients. And I just want you to know how much I really appreciate you and do it without any expectation other than just giving the gift of love to this person. I think that this would actually really truly grow your practice, grow your,   Kiera Dent (04:47.136) retention, grow your patient base. And then another idea is think about our online reviews. Yes, we respond to those reviews for Google Analytics and for different pieces. But what would it be like if you actually wrote a personalized letter to each person who left your view, thanking them for that review, or a personalized letter to each person who referred someone to your practice? It just seems crazy how this intentionality of personalization and creating magic for our patients and spreading the love.   really would be able to be something. I think in the month of February, it's a fun time for us to pick one patient focused, like idea where we can show them the love and implement it, whether before Valentine's day or after Valentine's day you choose, but really like how can we create this magic for our patients? And then step three is foster the culture beyond Valentine's day. Like how do we foster this culture of appreciation and love beyond? And I think a lot of the pieces for this were,   talking about things of creating the magic moments, creating the shout out boards, but maybe for this ideas are we start a monthly recognition program for team and patients. How can we recognize somebody every single month that really we just love and we want to like shower them with love, sprinkle them with the confetti of love. Maybe we also do positive feedback, like the shout out jars, the kudos jars, keep the board going of how much we love each other. Maybe these things like that. And what you can do is even like rotate. I like to have systems and cadences. So maybe it's.   Kiera's day is on Monday and Kiera goes and writes love notes to each team member every single Monday. Every Tuesday it's Britt's turn to do it. Every Wednesday is Tiff's turn to do it. But really like finding a way to have this where it becomes, yes it will be quote unquote forced at the beginning, but then becomes automatic in the longterm. We could also do quarterly patient appreciation events. So I've seen offices, one of my favorite offices that I've seen is they had donuts on the corner. offices like patients would be driving all the time for high school.   and they had donuts and they just like gave a little like, love our patients and they would do it. And people in the community knew about this all the time. I have an office where they're gonna start running promos of if your name is blank, come in and get free whitening. We love our patients. We love to have them smile bright and something like that where it's just fun things where we're showing appreciation, we're showing love, we're able to give back. These are ways that we're able to make this not just be about Valentine's Day and the month of love.   Kiera Dent (07:00.9) But like I said, spreading love like confetti all year long. And so I would plan one appreciation initiative. So what we're gonna do this year of are we doing recognition for patients and team? Are we going to have a quarterly event? Are we gonna do donuts? But the goal is not to cost a lot of money, not to create more busy work for you, but to really be in the habit of adding love for our team and our patients. I feel like our world has become such a world.   where we've forgotten to be humans. We've forgotten to be, we've forgotten to love. We're so automated, we're so into AI and automations and doing and maximizing and optimizing that we've forgotten to just love. We've forgotten what our center is, what our core is, what it means to be a human being, not a human doing, but a human being, being intentional, being in that spirit to really create magic. So I think a good book is Unreasonable Hospitality.   to just think of how can we create magic and love moments more often, to have that be the culture and the feel. And I know families who have love, you can feel it when you walk into a home, relationships that are very centered on love. You can feel that when you're around them, why not make your practice a space where people feel loved, they feel accepted, they don't feel judged. They feel like they're special, but they're important. Everyone in this world is looking for that, whether big or small, they're looking for that. So like I said, we've got the three steps of number one, show love to our team.   Number two, spread love to our patients. And number three, have that culture of appreciation beyond just Valentine's Day in the month of February. This is how we're able to change the world. This is how we're able to create magic. This is how we're able to change people's lives just by coming to the dentist. And if we see that by, we're not just changing their smiles, we're changing them as a human. It's what we do in consulting. Yes, I'm here to talk to you about profitability and systems and consulting, but I believe in changing the human. I believe in impacting the soul.   I believe in having you have your dream life as team members and as owners to really give you the best life you can possibly have. And we do that through love. Love is the connector. Love is the bridge. Love is what makes us so happy. So I encourage you to truly like, if you're ready to spread love in the practices, like share, tag us. Like that would be my, my action for you is go spread love and tag the Dental A Team. Um, on Instagram, I would love to just have like it flooding of   Kiera Dent (09:22.358) an initiative of all the podcast listeners. Let's just make it this month of love where we're tagging, we're spreading, we're saying hello. Can we add love into Facebook groups? Can we share this podcast with someone that we love? Where can we do that? And truly, this is a way that we're able to give back. if this is what you want and you want a team that's not just about systems, you want consulting that's not just about the dentistry. Yes, that's what we do, but it's more about being, it's more about intentionality, it's more about love.   reach out. This is what we do. when we are ready, we're ready for you. And so reach out Hello@TheDentalATeam.com or just go click and book a call for a complimentary practice assessment for you and your team to just show you value and insights and help you. Because at the end of the day, the mission of Dental A Team's podcast and Dental A Team is from love. Loving my Midwestern students when I worked with them to give them resources to then loving our dental offices and loving them as people to give them the resources.   to change their lives, to change their communities and have this impact that goes far beyond our dental practice and our space. It blesses our families, it blesses our teams, it blesses our patients. And so really, that's what we're about. I'm so happy you're here. So go spread love like confetti. Know that I love you, that you're doing better than you think you are. Give yourself the grace, the kudos, make magic moments for those patients and let me know. And I cannot wait to see you guys. Tag me, DM me. This is where we're at. I would love to get Valentine's from you.   I love Valentine's, so send them out, spread them out, give those love bombs to people around you, inside and out, and so truly, this is the time. It's your time to spread love like confetti to change the world. And as always, thanks for listening, and I'll catch you next time on the Dental A Team podcast.  

Kiera talks about the power of ‘state of the company' meetings, how to set them up, how to roll them out, and how to continue having them quarter after quarter. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.802) Hello, Dental A Team listeners, this is Kiera. And today I just wanna ask you the question of does your team know where you're going and what you're trying to achieve as a practice? And if the answer is not absolutely 100 % yes, if you came into our practice, Kiera, and asked every person, then today this episode is for you. And it's something beautiful that we've just recently learned that I'm so excited to share with you to make your life easier, to get your team aligned, to get them all rolling in the same direction.   and I just tested it on my team and we're testing it with offices and the feedback has been outstanding of better team buy-in, more clarity and easier ability to row in the same direction. Dental A Team is here for you. We love to support you. Our mission is to positively impact the world of dentistry in the greatest way possible. And I'm so honored that you're here as part of our podcast family. All of our consultants, we work with you virtually or one-on-one, in person.   or on the screen, we make sure that you are thriving and that you are living your best self. It can be hard, it can be lonely, but it doesn't have to be. And that's what Dental A Team was created. And that's why we created the podcast was to give you tactical tips to make sure that your world is easier, more efficient, and that you're able to feel not alone, but supported in the world of dentistry. All right, so today we're gonna rock this out. This is something from Traction. You know that I'm a huge fan of Gina Wickman and I'm gonna break down three simple steps of the state of the company.   The state of the company is something to do after your quarterly meetings. So you go as a leadership team, you meet, you have a quarterly meeting. We do this with our clients. We work with this within our mastermind group. It's so fun. And I'm so excited to help people really deep dive on the businesses. I've done a lot of research over the years to make sure that I'm able to deliver the best of the best to you. So we meet with our leadership team. We work on our action items.   We're able to figure out what's the focus. What are our annual goals? What are our quarterly goals that we need to do? And the leadership team gets crystal crystal clear. We're able to have the uncomfortable conversations, solve the issues. That step one is you've got to have your annual meetings to make sure that you are then focused on where are we going? And then also breaking it down into our quarterly meetings. So step one of the state of the company, getting your whole team rowing in the correct vision is number one, leadership team needs to meet annually and quarterly to set the vision, to set the focus, to say where they're going.   Kiera Dent (02:13.454) I love it to be leadership teams because I feel like that's where we can really get to the nitty gritty, the juicy. I have an office and they're truly remarkable and I absolutely love them. And what's really fun is the leadership teams able to come hash it out. What does hygiene want? What did dental assistants want? What does front office need? What did the doctors need? What does the practice need from all those different perspectives? And it's been amazing to watch them go from a $3.5 million practice up to a $6 million practice in one year.   by simply getting their leadership team aligned and then rolling this out to their departments. So step one is leadership team needs alignment annually and quarterly. Step two is now you prepare for what the team needs to hear and this is called the state of the company. The state of the company feels like I should have a top hat on and that I should be Abe Lincoln and it felt really funny to me. But really what it is is it's a snapshot of where is the company at? What has happened? Where are we at and where are we going? And it was crazy because as I was doing it, it's a one hour meeting with your team.   but you need to prepare for this. So that step two is prepare for the state of the company meeting. And on that, what we do is, like I said, where have we been, where are we going, and what do we need to do to change? What are updates on the company? Where are our goals? What were the quarterly rocks that we just set in traction terms that we then are going to be able to take to our team and deliver in a clear, concise manner? This is usually done by your office manager. Office managers prepare it, they put it together.   Doctors, you're going to be the one who presents it or whomever the lead of the team is ultimately. So for me and my company, I'm the one who gets to deliver the state of the company. So step one, leadership team needs to work together. They need to create the annual and the quarterly goals. Step two is office manager and doctor need to combine together to figure out what exactly are we needing to do to make this state of the company report there. We build it. Britt kudos to her on our team. She built it in the most beautiful format. So we had it at the top. We have it mapped out.   Here's where we were, here's where we're going. If there's a gap, so if it's Q1 and we're behind, what's the gap? What have we learned and why are we here? It was a really beautiful conversation between Britt and myself where we were able to really assess how did we get here? Why are we here? And what are we going to do moving forward? For me, I don't believe in failures, I believe in results. So what are the results and why did we get here? And what are we going to do to move forward and to learn from that? Step three is now hold your state of the company meeting. I plan and prep an hour with our team.   Kiera Dent (04:31.564) We do it at the beginning of each quarter. So we roll it out to them. And what we do is we actually show, I share screened this document that Britt and I had put together. I go through it I really empower the team and I talk to the team, this is where we are. This is the nuts and bolts. These are the facts. This is what needs to happen in order for us to move forward. This is the reason that we're doing these goals. And it's really to me, the state of the company addresses more giving the why behind along with the tangibles of what needs to happen. So it's why did we get here?   Why are we wanting to implement for our company this year? It's marketing masters and AI innovation. We're adding that in because I believe if we look down the line dentistry is going to be shifting heavily. And so we need to be ahead of that. We need to be ahead of the curve. We need to see, we need to build different ways for people to be coming to our company. We need to be having a way to truly, if our mission is to reach out to all the dental practices, we've got to be building different funnels, different methods, different models from what we've been doing and be ahead of that.   but me educating my team and teaching them, this is why we're doing it. Now the team has what I call the lock and loaded buy-in because now they're clear. And I had no clue how this would land. We ran it for an hour, gave them all the information. had it prepped. We asked them for questions. And then I actually wasn't there the next day. And Britt actually asked the team for feedback of, you want this every quarter? Do you not? And it has been an outstanding resounding. We loved that. And it's been so interesting to hear throughout the week, throughout the trickling.   of Kiera, feel so much more clear. Kiera, I feel like I understand where we're going. Kiera, I'm so grateful that you took the time. It was broken down in such simple steps for us. And what was great for me as a leader was I was able actually to do a deep dive on my practice, my business to see what were the strengths, what were the weaknesses, why did I get here? Ask the hard questions and for Britt and I to align and then lock and load our team in the synergy and the energy of having a team drive this forward for you is there.   Teams often just need clarity. They need to understand the why. They need to understand why are we doing this? Where are we going and what is the purpose of this? And then like I said, they lock and load and they're rock solid with you executing, taking ownership. I have seen teams that do this, elevate the ownership, elevate the clarity, elevate the synergy of them all rolling together. So my question is, do you want a team that's rolling together with ease, efficiency and effectiveness? The state of the company, the quarterly address.   Kiera Dent (06:51.916) is something that I would strongly recommend with these three points to add into your practice. Feel free, I'm happy to share a sample of what we've done so that way you can see it so you can kick it off to share it with your team. Like I said, we pulled this from Gina Wickman Traction and built it up Dental A Team's version of how we wanted to do this, giving you the resources because my goal is to make dentistry easy, to make running a practice easy, to make it to where this isn't hard for you because really running a practice can be easy. Being a profitable dentist can be easy.   being fulfilled and not having to do it all can be a reality. Having a team that rallies and is so incredibly accountable can be a reality. And that's what Dental A Team does. So if that's of interest for you, reach out, Hello@TheDentalATeam.com We do a one hour free practice assessment for you, where I literally deep dive with you, your practice, where you're at, some of these huge hits that need to happen in order for your practice to flourish and for you to have the life that you're wanting. So reach out, Hello@TheDentalATeam.com   You'll get a ton of value. You'll be able to have clarity of where your practice goes. And if we're a great fit for you, I'd love to work with you as always. Thanks for listening and I'll catch you next time on the Dental A Team Podcast.  

Kiera is joined by Mike and Stephanie Walton of Walton Family Dentistry in Bardstown, Kentucky. For the past almost year, the Waltons have not had a hygienist in their office. They talk with Kiera about why they were struggling to keep one staffed, what led them to stop having one in the first place, and how they efficiently and profitably operate to this day without a hygienist. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:05.844) Hello, Dental A Team listeners, this is Kiera and today is such a special episode. I am so excited. I am being joined by our incredible clients. I've got Mike and Stephanie Walton. They are running such an incredible practice. They are doing something so different, so unique, and I just wanted them to come on and share just about themselves. I think they're just a great example for so many offices out there. So Stephanie and Mike, welcome to the show. How are you today?   Mike Walton (00:30.602) Doing great, doing great. Thanks for having us on.   Stephanie (00:33.948) Thank you so much.   Kiera Dent (00:35.114) Yes, absolutely. And I'll do better. I'll ask like Mike this, Stephanie that, because I know when there's three of us on here, can get a little funny, I'll just have Mike, I'll have you kind of kick this off. You two are incredible. I finally met you for the first time. We've worked together for so long. Tiffanie's your main consultant, but it was really dreamy when I got to meet you in June at the Dennis Money Show with Dennis Advisors.   Stephanie (00:39.209) .   Kiera Dent (00:59.07) So super fun, I'm excited to see you guys in person really soon too, but Mike, I'll have you just kick us off, kind of tell us a little bit about your practice, where you guys are at, kind of the dynamics of what you guys do in your practice. So the audience gets to know Mike and Stephanie Walton's office.   Mike Walton (01:11.809) Great. So we are central Kentucky, little south of Louisville. So we're in a town called Bardstown. That's the bourbon capital of the world and the most beautiful small town award that we've received as well.   Stephanie (01:27.244) In America.   Kiera Dent (01:28.69) I agree. And you also bring the best candies and treats with you. Like they loaded us up when they came and met us. Bourbon Central, it was amazing. It was great. I was so like, it was so, the Carmel Stephanie, top notch, incredible. That was my favorite. So thank you.   Mike Walton (01:43.318) Well, and Kara, have to say, you know, when I first saw you there, you know, of course we've seen each other on the think tank and, I saw you across the room and I was like, Hey, there's Kara. And I was like, she probably don't know who I am. We've never met before officially.   Stephanie (01:44.759) You're welcome. Majestics.   Kiera Dent (01:46.961) Exactly.   Kiera Dent (02:01.086) I did it. Well, cause you know, you guys can see Mike, like there's video of him, Mike always, so we have, meant in think tank, which is our doctor mastermind every the first Tuesday of every month that we have. And Mike always wears his Yankees hat. Always. He always has a hat on. So even tonight I'm like, Mike, what are you doing? I'm not even going to recognize you. And you're right. I was like, where's your Yankees hat? That's fair. All right. So you guys are in Kentucky.   Mike Walton (02:19.4) I'm saving it for next season.   Kiera Dent (02:27.103) Tell us kind of the dynamics of your practice. How long have you been practicing? What does this practice look like?   Mike Walton (02:30.026) So I've been practicing, it'll be 22 years in June. Started out in partnerships and then went out on my own about six years ago. So we are a small office where you are about five operatories. It's one doctor. And then right now it's four assistants, two front desk and then office manager.   Stephanie (02:35.246) you   Kiera Dent (02:56.552) And did you hear there's no hygienist, which is what we're going to lead into of how Mike went from a hygiene practice where he had hygienist to the shortage. was crunch time. Like he couldn't figure out how to, like it was so hard to hire. And so that's what I'm super excited to talk about. There was literally four assistants, no hygienist. Stephanie, tell us about your place. How are you in the practice? How did you get involved? I mean, you must really love Mike to be working there. You're even like scrubbed up over there, girl. It's not like you just shop. Tell us kind of how you.   Stephanie (03:07.129) you   So I could tell that he was kind of unhappy at the last place and I was like, you know, it doesn't have to be that way. And so we started doing some research about how to open an office because they don't tell you a lot of business in dental school. And I had my own career and we had three little kids, but I wanted him to be happy. And we found ideal practices and they helped us open the office up and it was well worth the money.   And so that's how I got in there with him. And it was just he and I and an assistant and a hygienist when we started. And now we have two wonderful girls at the front desk. And so they do the majority of running the day-to-day stuff and I get to do the stuff that expands the practice and things like that. So we've come a long way, especially with your all's help.   Kiera Dent (04:16.54) amazing. Tiffanie loves you. She raves about you. guys, every time you're on her coaching call schedule, Tiffanie is like, I get to talk to the Waltons today. Like truly, it has been such an incredible relationship. She adores you. And Stephanie, I love that you love Mike so much. And I think that that's just so telling of who you two are as a couple, what your practice is, the vibe you have, really just coming together as a couple. So now everyone is wondering and I'm wondering, like, how did you guys even come to this decision to have no hygiene? And how is that even like   operating. Like I need to know this because when you mentioned it on think tank, I didn't realize because I'm not on all of your calls that you literally had zero hygienist in your practice and it's been that way for a little while. So whomever wants to like take this on, I don't know whose brainy idea it was, like how did you guys even come to this decision and how is it going and give me all the things.   Mike Walton (05:04.002) Well, I think what kind of led to, know, after COVID came through, you know, the number of hygienists went way down and, you know, it was constant turnover. It was, you know, they were in such demand and every office needed them that it was constantly training and getting them adapted to how we like things done. And then   Stephanie (05:19.492) Okay.   Mike Walton (05:30.66) somebody else would make a better offer and then they would go. And you know, their schedule would be booked out six to eight months and they'd give you a two week notice. And it was super stressful because you know, then we're faced with, well, we're running an ad, there's no way we're gonna get somebody to replace you in two weeks. And it got to the point where it was like, do we reschedule all these people or do we squeeze them in? And we were squeezing them in.   Kiera Dent (05:34.666) Mm.   Kiera Dent (05:42.377) Yep.   Mike Walton (06:00.778) And it was stress and stress and stress and more stress. And then we got to the point where we're like, we can't do this anymore. and you know, you'd go through the cycle where you'd finally get somebody to bite on your ad, you'd get them in the office. And then, you know, I think about every maybe three or four months, it was turnover. And we were going through the same thing again. And we finally got, we're like, how do we, how do we get out of this terrible cycle of.   Stephanie (06:19.136) you   Mike Walton (06:30.441) of one, having to train, and two, having to deal with a six month schedule that's booked out for a two week notice. And the team was feeling that too. It wasn't just us because they were picking up a lot of the slack. And so we were like, gosh, if we keep doing this, they're going to get frustrated. We're going to lose the whole team. And then what are we going to do?   Stephanie (06:53.736) And we have a wonderful team. The  assistants are wonderful and the two at the front desk, shout out to Haley and Jessica. They are great.   Kiera Dent (07:03.346) Yeah. Stephanie, how did you feel going through this? Did you agree with Mike? Were you like, let's just cut bait and try and see if we can figure this out? Or were you like, let's not do that. I mean, the traditional model is we need hygienists. We know we need two hygienists for every doctor. Like, Stephanie, what was your take? Because I think if I was in your shoes, I have a reasonable level of risk, but I'm also very risk adverse. And so how is it for you? I mean, this is your livelihood. You two are a couple in this. You went away. You've given up your career. You're in this now. Stephanie, how is that for you?   making this decision to go hygiene-less in a practice.   Stephanie (07:36.508) you end up with kind of your opposite when you marry you know and so I'm the kind of like let's don't miss the boat and he's like that let's not rock the boat kind of person so so this was my idea like I was like   Kiera Dent (07:48.042) Okay. I love it. I knew it was. I didn't even know, but I was like, I bet it was Stephanie's. Just knowing you two, I'm like, I bet.   Mike Walton (07:54.627) But that's what I was gonna say is that I think you're directing this question to the wrong person.   Kiera Dent (08:02.612) Yeah   Stephanie (08:03.274) So I'm always like, well, what about this? And what about this? And what about this? And they're like, you're wearing us out. And so I try not to change too many things. But at the same time, I'm like, if anybody has any ideas, that's the great thing about small business and not having anybody to be your boss. You can try it. And if it doesn't work, you try something else.   Kiera Dent (08:26.47) Exactly. Stephanie, what was your career prior to joining the dental practice? Where did you come from? What were you doing? I know you had three littles. So what did you do beforehand?   Stephanie (08:34.462) was an occupational therapist. So I did, you know, worked at the hospital post, you know, rehab for strokes and hip replacements and things like that. So it comes in handy telling him about ergonomics and protecting that because I had patients that were former dentists. And so I can help the assistants and hygienists. We had one when we switched to this model and assistant   that was having some ulnar nerve impingement because she was doing so much of the same task. And so I was teaching her about ulnar nerve glides and ergonomics and stuff. So that's what I did before.   Kiera Dent (09:13.564) I love it. And so what's fun about that is I wanted to highlight that because I think so often having a fresh perspective like you'd have Stephanie of we're running a ragged race and Mike, I think we're in dental. We're so ingrained in dental. That's why it's really fun to have consultants or have other business people or have someone else's perspective. So Stephanie, how did you pitch this and what was your reasoning? Like walk me through, how did you even say like we're getting rid of the hygienist? Like forget it, Mike. We're going to go for this. Walk me through kind of your thought process of even how you   thought to do this and then I'm excited to hear Mike how you guys actually ended up doing it.   Stephanie (09:46.832) You know, I don't even know if I'm on a lot of different forums and a lot of just to learn podcasts, consume, you know, and I don't know if somebody else was doing it or if it was like a hybrid from like accelerated hygiene or if it was just the fact that can we entertain the idea of not having that position in the office.   and then boost the wonderful people that we do have, you know, could we make that work? Because I'm kind of like, you know, out of the box, you know, well, have we ever tried this before? And, you know, I watch a lot of Simon Sinek, you know, you can have anything you want as long as you don't hurt anybody else in the process, you know? So.   Kiera Dent (10:29.224) Yep, yep.   Kiera Dent (10:33.13) Mm hmm. All right. So Mike, she pitches this to you. Let's get rid of hygiene. I can only imagine a dentist's worst nightmare is, hey, you want to start scaling teeth again? So I'm just dying to know, Mike, how did this pitch go? I'm imagining Shark Tank. Stephanie's got the like white boards. Like we could do this. We can think outside the box. And Mike, you're like, but this means I have to scale again. So Mike, how did this go for you? Give me come because I guarantee you dentists listening are like   I'm hanging up. Like I'm not even gonna listen. How did this dentist even say yes to wanting to do hygiene again? Because I imagine that that's how it's rolling in your practice right now. Well.   Mike Walton (11:04.144) Well, you know, we've been married. We've been married for it'll be 24 years this year and together for 31 years. And I learned a long time ago that I say, you're right. you know, it doesn't take a lot of fight anymore to kind of get me to go along because   Kiera Dent (11:13.374) Wow, congrats.   Kiera Dent (11:22.942) Yeah   Mike Walton (11:28.956) She does a lot of that research and a lot of that background. You know, I've always been more of the technician and she kind of says, hey, if you think about this, you think about that. And she's got a good way of presenting it to where it makes all the sense in the world. You know, I think there were some logistical things that were kind of popping in both of our heads of how does this work? But also from her background as an occupational therapist, she is...   Stephanie (11:38.526) .   Mike Walton (11:57.744) incredibly structured and organized. And so it, you know, she took a lot of that on and kind of said, Hey, what if we do this? What if we do that? And I was like, I couldn't find anything to argue with other than, you know, in dental school, I remember graduating dental school thinking, well, that's the last prophy I'm ever going to do. and you know, I kind of dreaded it going into it at first, but you know, it's not, it's not bad. know, right now I'm still like, you know,   Stephanie (12:02.157) .   Mike Walton (12:25.787) I'm not gonna do any scaling and root planing. you know, I say we're hygienist-less. We do have one of our old hygienists that does come in and do our scaling and root planing for us. And we set her up every couple of weeks and with a full schedule and she's fantastic. And she comes in and takes care of us with that. But we do all the paramedinance and all the pro fees. you know, it took a little time to kind of get into that groove because we were trying to figure out, we do it all?   all hygiene in one day and all restorative in another day or do we mix and match it? And we decided and figured out that it was more efficient and profitable to kind of break it up and do it day by day. we got one day or I guess we work four days a week. So in a two week span, we got eight work days and we'll do several days of just hygiene and several days of restorative.   Stephanie (13:22.5) Three.   Mike Walton (13:24.859) and we kind of alternate those doors. So yeah, so like today was a full day of hygiene for me. So we had three operatories of hygiene just back to back to back and ran all day like that.   Kiera Dent (13:27.316) So you do a full day. It's a full day. Go ahead.   Stephanie (13:27.383) you   Kiera Dent (13:40.668) Amazing. And so you basically are doing triple accelerated hygiene. You've got your assistants who are over a column and then you basically just go in scale. You can do the exam at the same time. So that is convenient. Is that how it operates? Now I'm dying to know the logistics. All right, so we've got three columns of hygiene that we're doing, which is why we have our assistants. How does that work for you, Mike? Are you just scaling, they're polishing, they're taking the x-rays?   Mike Walton (13:42.594) Thank   Kiera Dent (14:07.282) and do you stagger your schedule so that way you're able to get to all of them or are they blocked on the hour just like a regular hygiene schedule?   Mike Walton (14:12.26) So good question. We do not stagger them. We kind of have them on our appointments. I'm trying to think of what's the best way to start here.   Stephanie (14:29.31) The front desk does a really good job of mixing patients that need x-rays with patients that don't need x-rays. So that's kind of the substitute for staggering and the DAs do too, looking forward.   Mike Walton (14:33.186) Yes.   Kiera Dent (14:35.978) Amazing.   Mike Walton (14:37.518) Yeah. So yeah, we'll have somebody that needs x-rays and two that don't. And so what happens is I'll start out and I'll just scale. As soon as they get the first three patients back, I'll scale one. The other assistant is getting all the data and profi. And then the other one's doing the x-rays. And so they're a little bit behind that second one. And then it kind of staggers when I need to go into each room, if that makes sense.   Kiera Dent (15:07.614) Mm-hmm, it does.   Mike Walton (15:08.043) And then, you know, that's what it is. It's just kind of a bounce, room to room to room, and then they got time to turn over, and then we bounce room to room to room again.   Stephanie (15:20.476) And we're real fortunate in the state of Kentucky because the dental assistants can do everything but the scaling. With the certification, they can do the coronal polishing. They can do, we trained them to do period charting. We trained them to do everything but the scaling and of course the diagnosing. And that has worked out tremendously well as far as that. But they can do everything. They can do sealants, can do flora, they can do polishing.   Kiera Dent (15:20.659) Amazing.   Stephanie (15:48.785) They can establish rapport and so they fill that time with what we call how's your mama experience, you know, because that's what it is when people come in, we say how, you know, how are you doing? How's your mom? And we know that good.   Kiera Dent (15:54.984) Yeah.   Kiera Dent (16:00.095) Mm-hmm.   Right. And in the state of Kentucky, because I don't know all the laws, are they, when we go to the restorative side, can they act as like F does in others or are they, they do fillings? Can they do crown preps? Like you obviously prep. that, does that work for you? Because I'm just trying to figure out logistics on restorative day, because I'm guessing you've got quite a few columns of restorative. Is that how your, your assistants work?   Mike Walton (16:22.74) Right, right, exactly. yeah, anything that is reversible they can do. And so they are all extended duty certified.   And that's kind of how we run. Whatever they can do, they are allowed to do, they do, and they do it well. You know, that was one of the...   Kiera Dent (16:46.473) Right?   Stephanie (16:47.311) And the great part about that is, is they understand the restorative part when it comes to treatment planning during a hygiene appointment. And the hygienists always struggled with that. They knew hygiene inside and out, everything about that. But when it came to treatment planning, the process of extractions and dentures or whatever it may be, they didn't understand that. And these dental assistants understand it forwards and backwards. And so they're his right hand in the restorative. And so when it comes to treatment planning,   Kiera Dent (16:55.156) Totally.   Kiera Dent (17:09.258) right.   Stephanie (17:17.147) They already know how he likes it, the procedure process, the steps of it. And so even the treatment planning is so much better because they understand the restorative part where the hygienist really didn't.   Mike Walton (17:21.558) All right.   Kiera Dent (17:30.394) That's a good point Stephanie and I hadn't actually not thought about that. Like you're right. They're probably teeing up treatments so much better. They don't even need to know what would doctor do because they know they've assisted you and as an assistant, I'm like, I know what my doctor is going to do. You're so intimate with your doctor that you really do know. That's actually like a plug for people that want to go fully hygiene, hygiene less like you guys have. If you're looking at assisted hygiene, that assistant really can tee up a lot of treatment if they've worked with a doctor and they are an experienced assistant.   Stephanie (17:36.078) Yes.   Mike Walton (17:36.469) you   Stephanie (17:39.856) Yes.   Mike Walton (17:42.101) Okay.   Kiera Dent (17:58.346) That's a really big pro that I had not thought of. So Mike, is it for you as a dentist, like scaling all day long? Are you okay with it? Do you like the piezo? Walk me through, how many months has this been since you guys have gone to this model?   Mike Walton (18:06.516) It was probably May when we started doing this. Yeah, yeah. And so it was tough at first because it's a whole different positioning. know, it was, I would end the day and could hardly, you know, stand up straight. you know, it's taken a long time to try to figure out   Kiera Dent (18:15.754) Okay, so we're like nine months, 10 months in.   Kiera Dent (18:27.145) Yeah.   Stephanie (18:29.765) It's.   Mike Walton (18:35.858) where proper position was, you know, cause it had been so long since I'd done it. But you know, the last, probably the last month or two, month and a half, it's gotten to where I found that groove and I get in. it's not, you know, it's not that strenuous on me as it was in the beginning. You know, I think that was one of the things early on that we thought, gosh, we might not be able to pull this off because it was so hard, you know, physically, but.   Kiera Dent (18:41.833) Right?   Stephanie (18:58.051) Okay.   Mike Walton (19:05.363) I think we just kept working and of course, know, Stephanie's got a lot of good input on how to do things with the ergonomics and, you know, if I was complaining about something bothering me, she's like, try this, try that. And so, you know, that all kind of panned out and, you know, I think with the assistants learning new skills and taking on more responsibility, they really like, they've run with it, you know, it's pushing there.   Stephanie (19:27.051) Okay.   Mike Walton (19:35.388) their level of importance up in the office and they appreciate that and I appreciate that. It kind of makes their job more fulfilling and it allows us to get through the day. We tend to on time a lot better than we did before. I think one of the nicest things is that there's no interruption. When you had a hygienist, was no matter what you were doing, was constantly, I'm ready for a check.   Stephanie (19:53.614) Okay.   Kiera Dent (19:54.834) I bet.   Kiera Dent (20:01.279) Mm-hmm.   Mike Walton (20:04.518) and you'd have to stop and get up and go check and then you come back and then it seemed like as soon as you sat down and put your gloves on and got your fingers wet, it was time for a check again. And so we don't have that anymore. And so that's like a huge stress reliever. And because you're not having to get up and down all the time, it allows you to schedule more efficiently. know, it...   Kiera Dent (20:14.461) Right.   Kiera Dent (20:26.856) I was going to say, I bet on restorative, can actually do a lot more restorative faster and more efficiently and actually get more done than you were prior. Have you noticed that to be true?   Mike Walton (20:37.027) It has because and you know just kind of jumping a little bit into probably what you would ask down the road, but you know I think our our overall production has gone down a little bit just because we Yeah So like it's it's gone down a little bit just because we can't see as many patients anymore   Stephanie (20:50.092) Okay.   Kiera Dent (20:52.262) Yep, you knew, you know me. Of course I want to know like what are the numbers?   Mike Walton (21:01.584) So we had to scale back just a little bit to make it work with the amount of appointments that we had possibly available. But with how efficient we are now with the scheduling, the profitability has gone up. And I had those numbers and I did that on a presentation with another mastermind group and I don't have it right in front of me, but I don't know, do you remember what those were Stephanie or no?   Kiera Dent (21:02.634) Mm-hmm.   Stephanie (21:26.668) Not exactly, we took home more is what it came down to and our team did. Like we were able to give raises, we were able to share that because we didn't have that hygiene overhead. But another good point is that we had to set aside specific time in the schedule, make appointments, make events.   Kiera Dent (21:33.353) Mm-hmm.   Stephanie (21:45.75) to formalize their training with how to do period charting to his standards, how to do these skills to his standards. It's like everything else you had to put it on the schedule so that everybody could check it off. And so it's kind of like a loss in the beginning, but it pays off in spades down the road because they feel confident about it. And it's like they're their patients, you know, and they're, you know, in charge of it.   Kiera Dent (21:48.383) Yeah.   Stephanie (22:11.335) and responsible for it and they're very proud of how many skills they have now and you know so they were kind of hesitant at first because it's just like it's unknown and you know I don't know if I can do that and but you know by checking off and feeling confident you know it's made the biggest difference.   Kiera Dent (22:30.75) That's amazing. And as an assistant myself, and I know tips and assistant as well, it actually is really fun to think of elevating assistants to give them more skill sets, things that they can do giving them that autonomy. It actually kind of comes down to an ortho assistant model where they're able to do so much more while still being able to have the the general side where we get to do all the fun, like I call it the blood and guts of dentistry, like ortho is so clean, which hygiene is so clean with air quotes around it.   Mike Walton (22:45.23) you   Kiera Dent (22:58.538) And so I think you've actually blended for assistance because I was always envious of the ortho assistance. I'm like, gosh, they get to do so much. They get to do so much more than I do. So I think like really incredible work agreed. think I'd be nervous to take this on and be like, if we're doing hygiene, but I think also way to give them a huge elevation piece. So, and it's also fun to hear about your numbers. I would imagine without that hygiene expense that you will be more profitable. So you run   When you run restorative days, you run three columns of restorative on that, or how many columns of restorative do you normally do?   Mike Walton (23:30.189) three and then. We'll have a foot. We've got a fourth room that if we have kids we can squeeze in a fourth. Yeah, yeah.   Stephanie (23:42.692) that are assistant only.   Kiera Dent (23:44.842) Sure. Okay, so we're running three columns of hygiene on one day, then three columns of restorative, which you can. Now you can have them shorter appointments. You can get in and out. You can utilize your assistants more. So they're having fun too. They have a hygiene day, then restorative day, hygiene. So it breaks up their model too. They're not running all the time. But I'm curious. I always think like long-term, like, do you guys wanna go back to hygiene and or would you hire another dentist?   So then Mike, you and another dentist are doing this hygiene model. can see, cause I'm thinking, well shoot, you're seeing three columns of hygiene. You're probably only seeing two before, but we're seeing three columns, but just not consistently across the time. So what are your kind of your long-term pieces? You took home more, you had a little drop in production. I'm super curious like to see a full year of this. Like will the numbers come back up now that everybody's trained? We kind of have this whole model, but what's kind of in the long-term scope? Are you thinking of another doctor or maybe looking for hygienists?   or like, no, we're gonna just ride this out for a little while.   Mike Walton (24:41.671) I think the plan is gonna be to kind of ride it out. We kind of talked about if you brought on another doctor, are they gonna buy into doing hygiene like we have? I think that's a hard pill to swallow until you've had the heartache and the upset that we had with maintaining a hygienist. So I think it's gonna be kind of ride it out and see how things go.   Stephanie (25:00.407) .   Kiera Dent (25:03.486) Right.   Mike Walton (25:12.317) Is there ever a time where you'd have a hygienist back in? Absolutely. I think there's some things that have to change market-wise and availability-wise and knowing that security because I think that's one of the biggest things that the patients have noticed is they're getting consistency with the same person. And we're...   Stephanie (25:34.233) They love seeing the doctor. There's no pushback to not having a hygienist. They are very excited to have more time with him.   Kiera Dent (25:34.495) Right.   Mike Walton (25:41.29) And, you know, and I think we're getting into that cycle where from when we started, we're seeing the six month, you know, group coming back through and they're like, you know, we had so much turnover that every time they came, it was a different person. And now there, there's like, I get to the same person again. And, and so, you know, that's a, that's a good feeling for them too. And, you know, I think that that would be the limitation on a hygienist is one, no one, you know,   Kiera Dent (25:42.889) I believe it.   Stephanie (25:59.533) you   Mike Walton (26:09.994) If I could guarantee that they would be here long term, absolutely. Or if the market were to change to where there was a surplus that you felt like that was gonna drive them to stay for a long time, I think that's where the change would come in that perspective.   Kiera Dent (26:31.582) Wow. I'm so intrigued and I'm sure listeners are just beyond intrigued by this. It is fun to know about the numbers. It's fun to hear. And I remember Mike in our mastermind that we were chatting, you literally said like, I wouldn't go back. You're like, it was the best thing we ever did. And I'm like, we're getting on the podcast because it's such a anomaly. think it's, it shows your guys's grit. It shows your determination. I love Stephanie, you pushing to think outside the box. So I'm just curious, like with this.   Stephanie (26:52.164) .   Kiera Dent (27:00.202) What would you say are like the best benefits? mean, Mike, I've heard a few come through from you benefits and Stephanie, you just said them. So I'll list a few and see if there's anything I might have missed was something I love that you said they get consistency with the, with the doctor, like they're seeing Mike, they're seeing him more often. Um, I think Mike, for you not having to get the, we're ready for a check. We're ready for a check. Like you feel like you can just get in and almost like do your thing every single day. I also heard the assistants have been able to rise up. You've been able to   probably pay them more than they would normally make, which also then retains your assistance and makes them more sticky to you, I would presume. But any other things that you've seen that have been positives of moving to a hygiene-less model?   Stephanie (27:38.747) Well, I want to speak to that because the team is so much more unified because and they're candid with us because everybody feels like they're on the same level.   Kiera Dent (27:44.681) Interesting.   Stephanie (27:48.192) Like there's no hierarchy in the office. The back office people are candid with the front office people and telling us how we can schedule more efficiently. The front office people are telling the back office people you need to document this so we're getting paid quicker. It's like the barriers have been broken down. Like everybody's on the same level and that has unified the team, I think, like we didn't anticipate.   Kiera Dent (28:17.574) I wouldn't have thought that either. I could see like some divides, but I also think when you go through quote unquote hard times, which you were, you were losing hygienists consistently. We're having to pick up the slack. That's stressful. We've got all these columns of hygiene. It does bring people together when they go through that. And I bet this team is pretty rock solid sticky with you for quite some time going through this, which I think is awesome. Mike, anything you've seen that you want to add to that or Stephanie, either one of you.   Mike Walton (28:40.738) you know, I think those are the big highlights. you know, it's, it's, it seemed like there was always tension before and we don't have that. Like Stephanie said, it's, you know, that, that unifying of the team and it's because everybody's, you know, pulling, you know, a very important role in the office and making it work and everybody's establishing that relationship and   Stephanie (29:09.907) All right.   Mike Walton (29:10.817) It's kind of like not your right hand talking to your left hand. It's like having one big hand and it's all just working together. And I did look up while you all were talking a minute ago, I pulled up the other presentation I had with the profitability. So this was when we were four months into it. Our payroll overhead was falling between 15 and 18%.   Stephanie (29:18.016) Okay.   Kiera Dent (29:18.58) Yeah.   Stephanie (29:25.633) Okay.   Kiera Dent (29:26.89) Oh yeah, I wanna know these. I love numbers.   Mike Walton (29:37.284) because we lost the payroll for the hygienist. Our average overhead for that four months was 48%. And then our overall production was steady, but our profitability was up 27 % over the same four month period the year before. So.   Kiera Dent (29:38.504) Wow.   Kiera Dent (29:47.306) amazing.   Kiera Dent (29:56.854) That's insane. And to hear payroll numbers coming in at, you know, 15, 18 % when right now people are struggling to keep it at 30, 34, 35%. Everything's rising up. And so that had to just feel good to, I mean, I don't know, Mike, I saw both, I saw you for many months. And I just remember the stress, like so many think tanks, you're like, can't find a hygienist, we just lost a hygienist. And I feel like the stress and the   angst that you are going through and watching you two tonight, you just seem like, yep, we have a plan and I'm wondering if there's now, do you feel more certainty? And I think Stephanie will come to you on this one. Is there more certainty that like your success, your future's in your hands or does it feel like there's more stress because now it's all on you? has it, has it freed you up? Has it created more stress? What do you feel Stephanie from your perspective?   Stephanie (30:46.206) think making this change has recreated more stress at all. I enjoy this. I worry about it being physically hard on him, but I enjoy the team being a lot happier when they come in and them feeling fulfilled. And I think that decreases our worry. And I think a lot of people that own practices are worried that people, if you rub them the wrong way, they're just going to leave.   If you ask them to do one more thing, they're just going to leave. And that was a constant stress for us. And I don't feel like that with this group. So, you know, I don't know if it's going to be a long-term option because, you know, I worry about the wear and tear on him, but they seem to really care about each other. it's...   Kiera Dent (31:15.604) Right?   Mike Walton (31:15.811) Thank   Kiera Dent (31:18.442) Mm-hmm.   Stephanie (31:39.249) Yeah, it's working for now and we just need to watch trends and see if it's going to continue to work or if we need to pivot.   Kiera Dent (31:48.212) Sure, I love that. Mike, what about for you?   Mike Walton (31:49.637) you know, I think, I think the excess of stress is kind of what pushed us to make the change. And I would say that definitely the, you know, since we've made it just with the demeanor and the whole office and, and the, the lack of the headache of constantly replacing somebody is, I mean, that's taken mountains of stress away. And, and, you know, I mean,   I think that was the most valuable thing that we've done is relieving that stress because it was taken as toll. It was pretty hard on us.   Kiera Dent (32:31.006) believe it. How does it feel Mike for you being like Stephanie was saying you are now the hygienist and the dentist and so like those two hands I always told my dentist every night I'm like hey keep those hands good because that's my job I tell him like when you walk through the crosswalk put your hands up so in case like the car hits you like they just take your body out but your hands are still good but truly I was like you are my job Mike how is that for you like you are the hygienist you are the dentist it is you in that practice   Stephanie (32:35.292) .   Kiera Dent (32:58.524) Is there stress on you feeling that or is like, well, I'm to do what I can do. And Hey, worst case scenario, I'm going to find someone to replace me if I have to. What, does that feel?   Stephanie (33:05.843) So I think that was something that was really eating at him. And then we sat down with Matt at the dental advisors. And once we got the disability insurance in place and everything was, we have a contingency plan. So if the works were to happen, for whatever that the team is provided for for a little while, and then we have.   Kiera Dent (33:16.446) Mm.   Kiera Dent (33:21.712) Tell   Stephanie (33:30.649) And I think that's, and Mike, you need to speak to this. I think that made him feel a whole lot better because there was a lot of responsibility on his shoulders is just having those contingency plans if something bad were to happen.   Mike Walton (33:44.404) Right and like what she was saying, you you kind of carry that load of everything is dependent on me and what happens and You know, I think that's just seeing the numbers, you know once you see the numbers just like anything that it Relieves you a little bit and you know that hey, you know, you don't want the worst to happen but if it does you know things are provided for you know, as far as   Kiera Dent (33:45.224) For sure.   Stephanie (34:10.606) you   Mike Walton (34:11.42) you know, hands and things go, you know, I see lots of people that go through years of work and I think if anything, my hands are good. It was my back that I was worried about, but you know, I think just repositioning and kind of paying attention and listening to your body too that, you know, I, I've had hygienists that only hand scale and you know, and I'm like, use the use of ultrasonic, you know, that's what it's there for. It's meant to save your hands. And so   Kiera Dent (34:22.472) you   Kiera Dent (34:38.833) Exactly.   Stephanie (34:40.133) .   Mike Walton (34:40.315) You know, I do most everything ultrasonic and if I can't get to ultrasonic, I hand scale and like I said, it's not, you know, I don't pay a whole lot of attention to that wear and tear, you know, because it's so minimal. But, you know, it's one of those things that, you know, at first I thought I wasn't going to like, but I've always been the talker with the patients too. And it's like, now I've got a little extra time to talk, you know?   Kiera Dent (35:07.751) Yeah.   Mike Walton (35:10.746) I think it's been a good change.   Kiera Dent (35:11.058) I bet.   Kiera Dent (35:14.842) It's such a fun thing and I'm so grateful you guys were willing to come on and share and definitely love you guys as clients, love seeing your success, love seeing the change. love just you sharing your experience. It's really fun. So just super appreciative of you coming on. And of course my mind's thinking like, well, if you guys are gonna stay this model, you might as well go fee for service. Like you've already got a huge tether to these patients, make more, it can do less.   bring on another doctor that could swap you out. Hi Jenna. So really fun past for you in the future. I'm just curious as we wrap up tonight, like so appreciative. Any last thoughts, maybe things I didn't ask that I should have asked or things that you're like, Kiera, this would be really helpful for practice thinking about doing this. Stephanie, I'll pivot to you first and then we'll wrap with you, Mike. Anything I maybe didn't ask or something you want to add as we wrap up tonight.   Stephanie (36:00.993) So it probably helps us tremendously that we do not have contracts with any insurance. So we're not straight up fee for service, but we do get full fee now. So that probably makes it a little bit more doable for us, but it also adds a little bit of stress on our wonderful front desk people because they're having those hard conversations.   Kiera Dent (36:10.398) Yes.   Stephanie (36:20.951) And then another barrier was there are only so many hygiene spots that we could fit in a calendar year. So we could literally with only one doctor see probably 2300 hygiene appointments in a year. And so we had probably 4,000 active patients when this was going on. And so we were like, what do we do? And Mike said, you know, a little bit of health issues. And so we wanted to decrease the stress. We're at a point where we could do that. And so   Kiera Dent (36:38.376) Yeah, the big cut.   Stephanie (36:50.006) we had to like downsize some patients and I bet every office would like to downsize some patients. And we just started with the people that gave him the highest stress or didn't value keeping their appointments. And we enacted a super strict cancellation policy, which is a little bit of a hard conversation for the front desk, but it's a little work upfront that pays off in spades and...   Kiera Dent (36:55.946) Hahaha   Stephanie (37:17.353) And it's kind of like people are coming to the understanding that this more of a specialist type office. If they truly value coming to see Dr. Walton, which they love seeing him because of that relationship, you know, they're going to keep that appointment. They're going to book it far out. And so we got to kind of let some people go that didn't respect, you know, his time or we didn't enjoy seeing necessarily. So, you know, I think that was, you know,   something that was hard that we didn't anticipate. But I think it's kind of a good thing in the long run.   Kiera Dent (37:53.596) Yeah, no, and you're right, that is a big downsize, but it's also an upgrade in life and fulfillment and happiness. And I tell a lot of offices, like the best gift, there was one dentist I worked with and they said every year for the holidays, the gift they gave was like, the employees could go through the list of patients of which ones give us the heartache, which ones are the ones that like we just grown, and we're going to dismiss them and we're going to actually like fire them as patients in a very respectful way, send them to another office.   But elevating that, like it's crazy how much that can do for your morale. I only work with clients that I like. That's part of the Dental A Teams model. Like, yes, I understand that there'll be some tricky ones, but we really only, we like to work with our clients. love, and I love the name, my day is full of all the clients that I love working with. And I know Tip feels the same way. So I can only imagine giving yourself that life upgrade was incredible. So thanks for that. That's a, that's also a good, think, key point, cause you're right. Limited space. What do we do with that? And based on where you are in your career path,   It makes sense to possibly downsize. Who knows how much longer we want to practice, but I think if you're really early on in your practice, that'd be something to really consider because downsizing a practice and then if you ever bring in doctors, you're going to need to re-increase that. think that's something that was a wise decision based on where you are. So Mike, anything for you you wanted to add or highlight?   Mike Walton (39:07.389) Well, I think the only thing that Stephanie didn't mention, I'm going blank here now, but it was... What was I going to say?   Kiera Dent (39:23.624) I chatted too long for you, Mike.   Mike Walton (39:23.896) Caught me off guard there. Oh, I know, was when we made that change, one of the other difficult things was, you had six months of hygiene people that you had to reschedule to the days that you were seeing hygiene. And so that was a tremendous load on the front desk as well to move all of those patients and get them lined up on the days that we deemed as the hygiene days. But that was for...   six months and we've made it through that and you know that's a huge load off of their shoulders now and yeah yeah.   Stephanie (39:58.002) .   Shout out to Jessica.   Kiera Dent (40:01.93) Right. It is something where I think you guys have really painted a picture of it's short-term pain for long-term gain. Yes, those are annoying. Yes, those things are just obnoxious. And I think a lot of people aren't willing to do the short-term pain. So they stay in long-term pain thinking that that's easier. And so it is annoying as a front office to move patients, but it's what the benefit going to be. Like we have a pediatric practice that I worked with and we got the doctor where she has   We work just ops in the morning and then we do all hygiene in the afternoon. So it's a similar, it's just split days for them. And she's so much happier, but they had to move. I mean, we're talking pediatrics. That's just like so many little appointments in a day. But that team, hunkered in just like your team did. And it's amazing at how happy this team has become, how much happier the patients are, how much more efficient they are with their time. So mad kudos to you and your team. Yes.   Stephanie (40:55.583) And add those hard conversations about that. that's what people, a lot of people don't want to do is have those hard conversations to have the long-term benefit.   Mike Walton (40:57.526) All   Stephanie (41:06.927) That's what we've experienced is they just, even the doctors, they just avoid those hard conversations, tell them what they want to hear and just get out and.   Kiera Dent (41:16.604) Yeah, and then here we are. So I'm so proud of you. I know Tiff has been proud of you. I know she's been a huge instrumental part to help you guys navigate through this and just work with it and just like really I think the tenacity, the grit and the love that you have is just so incredible. So thank you. I know it's late for you. You guys are East Coast. I'm West Coast. So thank you for taking time. You had a full day today. But really, just thanks for sharing your experience. And I think for offices listening, I think think outside the box like Stephanie and I Mike and go through those   the pains, you will, it's the pain, the pain of holding on and like having that constant replacement, or is the pain of let's figure this out so we're not there. And I'm so excited, like, thanks for letting me, you know, eat my popcorn on the sideline of your life and watch to see how this unfolds. I think you have so many fun things to see how does this year shake out? Is this something we want to do long term? Or is it something where no, maybe we might go back to a more traditional, maybe we do a hybrid of what we've done and what we used to do. I'm really excited to see the future and I think it's bright and   Mike Walton (42:03.859) Yes, thanks.   Kiera Dent (42:13.588) hallelujah, you're not in the hygiene debacle anymore for now. We'll see what changes in the future, but mad appreciation to both of you.   Stephanie (42:20.239) Thank you for letting us share our story.   Kiera Dent (42:23.58) Of course. All right, you guys, that wraps it up. And for all of you listening, thank you for listening and I'll catch you next time on the Dental A Team Podcast.  

Do you ever feel like there's too much happening in dentistry to keep your head on straight? Kiera talks about 4 ways you can stay up to date without being overwhelmed: Listen to podcasts Attend conferences Join a consulting group Find what you're passionate about Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00.554) Hello, Dental A Team listeners. This is Kiera and welcome to the podcast. I hope today is just a magical day for you. I hope that you're having just a great time and I hope that you just remember that we're in the greatest space possible. We get to be in dentistry. We get to help people. We get to literally help people have greater smiles and greater happiness in life. And I think that that is one of the most incredible things that we get to be a part of. So thank you for being a part of our family. Thank you for being on the podcast with us.   Thank you for listening in, get ready. We're gonna actually start to have a lot of you join us on the podcast. I have a new idea that's ready to trickle out and I hope you are excited for it. I wanna get to know more of you. I want to hear from more of you. So get ready, it's coming for you. Today is going to be kind of a funny topic. I thought it was funny. I have our team, they're super kind, our marketing team, shout out to them. They actually go and they read Facebook groups and they read.   different areas, they read a lot of dental information and they're constantly watching things and they listen for what you guys are emailing in on, which you could always email me a podcast topic. Hello@TheDentalATeam.com. I love to hear from you. love pen pals. and so our team, they go out and they scope and I read this one and I said, I don't want to podcast on that. and then I read through, they have a nice list for me of about seven pages of topics for me, which is super nice. And this topic was on there like,   It was here. And then I looked on the list and it was here again. And I thought, okay, fine. I will talk about a topic. And I hope that this is helpful for you. And the question is like how to stay updated on all the new dental technology and how to keep my team educated and up to date with the latest techniques and technology. And to me, this feels like a no brainer, but I realized this is obviously a question that you guys have. So let's answer it. All right. So welcome to the Dental A Team Podcast. I'm going to teach you how to do this, how we do it, how we help other offices do it.   And again, something that I thought was so just everyday knowledge isn't. So here we go. That's why we had the podcast. That's why we share. And if you love our podcast, please do me a solid favor, go like, review and share with somebody today. Okay, so ways that we were able to do this. Number one, you're doing a great job. You're listening to a podcast. So high five there. I try really hard to bring people to the industry that I've met, that I talk to, but it is tricky. And it's like, how do we know that these people are the best? So find somebody who's a trusted source.   Kiera Dent (02:19.774) within the industry that you can trust. I have prided myself for years that I started Dental A Team because of Midwestern students. Shout out to all my Midwestern students out there. I noticed that in dental school, they were gonna get freaking eaten alive coming out into the world of dentistry. And it's like, how do you trust different reps? Because people are so good at selling you on the latest technology and the latest this and the latest that, that it's kind of scary.   And so that was something that I wanted to do is to be a resource, to be a beacon, to help you know, these are people I've vetted. Just so you know, any sponsor I bring on, they have to work with us. They have to do different pieces. They have to let me beta test on them of other practices before I will even introduce them. So I have quite a few people in the back burner at all times that I'm testing, that I'm vetting, that I wanna make sure that they're getting results before I bring them onto the podcast. I got burned a little bit early on. And also if you listen to past podcasts,   that company might not stay the top of the list. I'm constantly looking for it and I tell offices like you might not get to be or sponsors. I will always be looking and if someone comes in better than you, they will get promoted from me. So I think that that's one zone. Like I've told Zeke at Swell, if anybody comes onto the market that's better doing Google reviews than him, I will definitely promote them. As of today,   Zeke is still the number one way that I get Google reviews for clients. They tell me all the time, Kiera, but we have it in this software, this software. I say, guess what? Zeke does it for, think like 149 or 199 a month. And I have offices who I literally beta tested on who got over 50 reviews in one month from using Swell. They have grown their practice from having like three new patients a month, I'm not joking, to having over 45 new patients a month by using Swell. People ask, how did you do it, Kiera? And I'm like, honestly, it was Google reviews and time. That's it.   And so for that, I will promote them. And so when you're curious about how do we find this up to date of new technologies, I think listening to podcasts and listening to trusted sources out there, like AI and different pieces, I also think going to conferences. So the way I actually meet a ton of our sponsors and speakers and different people are through conferences. I go to these conventions and I go meet people and then I go test their products and then I work with them and I figure out and I have a lot of our clients are beta testers for me and they'll try them out and I get free trials for them.   Kiera Dent (04:35.566) but going to your conferences in your areas, not only is great for a CE, but go meet people. And I know it can be annoying to be sold all the time, but it can be helpful. And so for example, like right now, the greatest AI on the market is between Overjet and Pearl. Those are the top two for adding AI onto your X-rays to help you co-diagnose, to helping you with that. They're the best on the market. I love Pearl. That's the one we've selected to go with. We have an affiliate relationship with them where I get the most preferred pricing for all of our clients.   So if you're interested in that, be sure to reach out. We can help you connect with them and get that discounted rate. But this is how we do it. Also, I think online, like watching reels as silly as that sounds, but there's a lot on Instagram and TikTok and things like that. But then questioning it as well of is this really real and what really is needed for my practice? So right now AI is hot. So let's be looking at AI and what things could we implement into our practice. And it's one of those things I don't like to be the earliest adopter, but I also don't want to be the person who never adopted and I actually got left behind.   So when we're looking for this new technology, we're looking for these new things, attending those pieces, watching it, and then doing our own individual research. Like you can email me anytime, hey Kiera, have you heard about this company? I love it when people do that. Cause one, you expose me to other companies and two, I'm able to then go research them, vet them, and then bring it to the podcast and share. Because my goal is within our community, within consulting, I love it. We bring our offices together. And this is actually how I also learn about a lot of things. And that would be my third point of like, join a consulting group.   I know I'm a consultant, so hopefully you want to choose the Dental A Team, but join a consulting group that brings people together, that shares. We bring our doctors together every single month, and then we meet in person actually twice a year. And it's because I want you to mastermind and I want you to talk to each other, and I want you to figure out what are the best ideas, what are the best resources, who are you using for this, who are you using for that? Because just hearing and talking with other people, it's like, my gosh, I didn't even know that. In our company, we call it Tip Tuesday.   And every Tuesday, our team member brings pieces to the tables. Like today, Shelby brought like a window cleaner. And it seems so silly, but I think back to community, right? Think back to back in the day when we didn't have technology and we weren't all connected virtually, we were connected in person. And when you're in person, you chat. And when you chat, you share your secrets and you share the best things that work for you. And so like Shelby sharing a glass cleaner that's $2.89 on Amazon, life-changing.   Kiera Dent (06:59.234) But without community and without chatting, that's something that I would have just gone on my merry way continuing to buy Windex that is the strongest being promoted product out there. And it sounds so silly, but it's tips like that. What are the little things you're doing in your practice? What are the elite practices doing? What are other offices doing? And let's all share. And it's not just the elite practices. It's a lot of startups. Startups are scrappy. They've got other resources. But like I talked to my gym trainer and we used to virtually coach. And then I went in person with her.   And instantly I'm connected to people for the podcast and people for social media and different people for whatever it is because I'm with her. And so getting together with a consulting group that meets in person or meets virtually that shares ideas, our community goes wild and it's incredible to see them all sharing, hey, what cosmetic group do you want to go to? Or, hey, what's a great resource for this? Or what's a great thing for that? But being a part of a group of community of trusted colleagues, I also think is a great way to stay on top of it. Now, how do we get our team educated on it?   I think that there's other ways like you can take them to courses. So look to see, I usually try to do things within our team that I want to learn. So let's say we wanna learn marketing. We're gonna take our team to marketing events. We're going to find coaches for marketing. We're gonna find events around it. If you wanna do cosmetic, let's do cosmetic. Let's bring it to the office. Again, that's why I love consulting is because we literally fly to the office and we show you guys what you can implement within your practice that can help with it. So finding those things, but...   Also on your leadership team, get them fired up. Hygenist will go and look for research and information and see E that's going to make them so excited and so fun that they're excited about with laser and PRF and PRP and what can we do for snoring and different pieces like that. But find what you're passionate about. And that's also another way, because I think sometimes we get so inundated with technology that we miss what we're actually passionate about. And so really helping you realize this can be fun. You don't have to be.   over the top and like, my gosh, I'm missing out on all of this. I would say in a simple form of number one, plan to go to at least one dental convention every single year. I don't care what it is. I don't care where you go. I don't care if wanna travel out of state, but that's gonna be your best way to bring those people in because those conferences are constantly looking for sponsors and people and a lot of the newer companies, a lot of the OG companies.   Kiera Dent (09:13.528) they tend to attend these conferences. If you're not in a big area where maybe a lot of people won't come to it, go to some of the bigger ones like RMDC in Colorado, Chicago Midwinter, Dicama. Some of these are really big ones that will bring more people in for you. And you don't have to even go for the CE. Just go walk the vendor halls, go see who this is there, and then go do some research on it. Next would be, would say, listen to podcasts and attend free webinars. Our company puts on the third Thursday of every single month, we do a free CE webinar.   And I do that intentionally to bring great people to the audience, to share with you other people that are out there, to get all these different pieces of technology and sponsors and vendors and different things that will make your office easier, attend those. So I would pick once a year, go to a conference every month, find some sort of CE, whether it's a book, whether it's a webinar or something that's going to get you educated. And then the third thing I would say is to join a group, a consulting group, because honestly, that's where it's the networking, it's the community, it's sharing.   that you're going to learn all these different pieces. It's too hard to do it on your own. And so find someone. And of course, I would love Dental A Team to be your preferred consultant. I'd love us to help take you to the next level. I'd love to expose you and your team. We have virtual, we have in-person and we have in-person events and we have in-office visits as well where we come to your practice and we also meet together as a community, as a collective group. We do it on Friday and Saturday. It's really fun. It's really exciting. And it's a really great time to just connect to   to share and I think that you doing those items, you will stay up to date. There's no way you can't stay up to date as long as the consultant is innovative. And of course, I'm going to like toot my own horn. We're one of the youngest consulting companies out there. I'm nervous for us to become an older one, but I've tried really hard to keep myself young. Being a millennial, I'm very tech savvy. I'm very aggressive on research and knowledge and innovating and implementing ideas because I know that if we don't, be dated very quickly. And so,   also finding someone who is maybe a little bit younger on that. Like I look for social people that are in their twenties because they're going to innovate even better than I will. And so those would be some of my suggestions of how you can stay up to date, how you can stay current, how you can make sure that you're gathering all these research, these resources, and then realize I'm not going to catch them all, but I'm going to focus on the ones that turn my practice to ease efficiency in the areas I want. And that's what I'm going to do. And I guarantee you, if you do that, you will be so happy. So   Kiera Dent (11:36.386) Hopefully those gave you some ideas. Like I said, this was a topic that I thought everybody already knew, but in digging into it, I realized this can feel daunting and it can feel like I'm always behind, but I think breaking it down to your annual, your monthly, and then also joining a group. Again, like I said, I'd love you to be a part of it. I think those three things will keep you current and will keep your team current as well. And as always, if we can help you reach out, Hello@TheDentalATeam.com You guys are incredible. We're doing an incredible work. There's amazing things coming into dentistry. And I would say do not get left behind.   but stay current. And then I guess my fourth final tip for you would be commit to implementing at least one item of new technology every single year. And I think if you do those items, you will always stay up to date. I'm happy to share a ton of our resources. So reach out, Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

Did you know you're losing $600,000 to $1 million by having open time in your schedule? Kiera talks about what is likely impacting your schedule and how to fix it (without working overtime). Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.974) Hello, Dental A Team listeners. This is Kiera and today is just a great day and I hope you're having a great day. I hope that you remember you are changing people's lives through dentistry. Like what you're doing, know billing, hygiene, hygiene checks, dentistry, doing the exams, doing the numbers, looking at the profitability, running the business doesn't feel like you're changing lives, but you are. You're giving people the confidence of their smiles and their healthy mouths. You're helping them have long-term systemic health. You're saving them from period disease. You're helping them have like   preventing the risk of cardiovascular disease. You are doing such a great service in this world and you're also helping more people smile more confidently, changing their lives exponentially. And just remember you're doing so much good. So let's keep it up. And I'm here to give you all the tactical practical tips, infusing your world with positivity and changing this world in the greatest way possible. If you love the podcast, leave us a review, share it with a friend, do something of goodness today. You guys just stay here and listen on your own.   Share with someone, send it to a doctor, send it to a team member, send it to a colleague, whomever it is, put it in a Facebook group, tag me. I'd love to see a picture of you where you're at. Tag us. It makes me so happy to get to know you instead of just talking to you. So share, I'd love to hear from you. And thank you for being a part of our family. Make sure that you guys are sharing though. keeps us at the top of the list. And my goal is to bring you massive value that you naturally want to be sharing. And so today my massive value is...   how to give you back like 600 to a million dollars to your practice. You on board with that? Does that sound dreamy enough for you to share with someone to listen in to take some notes? I hope so because Tiff and I were actually talking the other day and she was like, Kiera, it's so interesting. I talked to practices and like, I'm not hitting my numbers. I can't afford these things. I can't do this. And the answer is that's true. But there's a simple, simple, simple solution. And then we're going to, I'll give you two. That's actually helping you.   miss this money and it's so simple and yet we look at over all the time and it's your schedule being open. I know, I know. I took you to the top and brought you down to the bottom. What, Kiera, you want to tell me that? Yes, your schedule being open because if we take your hourly production and your hygiene's hourly production and we go and look at your open time in your schedule, if you just filled your schedule, it's like we calculated it. It's 600 to a million dollars in most practices by just having open time in their schedule.   Kiera Dent (02:24.216) which then you're like, well, I can't afford these things. can't do it. Well, yeah, because your schedule's open. And so I want to give you some tips. Like I said, it seems kind of like, gosh, OK, we're going to do this. We are going to do this because 600 to a million just with an open schedule. So what impacts our schedule being open? Cancellations, not closing treatment, not getting patients to schedule, not reappointing our patients, not having a cancellation policy within our practice.   Those things create open schedules. And then also I'm going to lovingly and directly say not having our team focused and obsessed on filling the schedule. Offices who are obsessed with filling the schedule, meaning we have it to 90 to 95 % to goal every single day are the offices that are freaking killing it. The other offices are like, we tried our best. See you later. It's five. No. As a front office team member, the expectation and the agreement we made was I was not allowed to leave for the day.   unless my schedule for the next day was full. Now people tell me, Kiera, we fill our schedule, it's full at the end of the day and I come in in the morning and I have voicemails canceling my whole day out. Well, phenomenal, you don't have a cancellation policy. Number one, don't let them leave a voicemail to cancel. It's way too easy to break up with someone on a voicemail. So let's eliminate that. On your voicemail, can say, thank you for calling, if you have an emergency here, this is. Also, we do require.   Kiera Dent (03:56.866) Also, we do require a 48 hour notice for any appointment changes and we do not accept those via voicemail. Give us a call back during normal business hours to move your appointment or reappoint your appointment. That was really, really clunky. Call back during business hours to reappoint or reschedule your dental appointment. Also, text messages, I do not accept them via text message. I tell them, hey, thank you for reaching out. We can't take any appointment changes via text. Give me a quick call and I'll help you get this taken care of.   Amazing. They text you. So we don't have to worry about that. My dermatologist literally has no voicemail. I kid you not, there is no way for me to leave them a voicemail after hours for cancellation. They don't have it and they have a policy that if we don't have a 48 hour notice that we have a credit card on file and it's a hundred dollar fee, you can choose whatever you want. I'm not here to advocate that you should charge fees. I'm not here to say you should have a credit card on file, but I am saying you need to have a policy that your whole team is behind.   I'm very big on you are a specialist, you are a doctor's office and patients should value your time. So whether we're having them leave you on, they put a deposit down, there's a credit card on file, but every specialist, I'm talking IVF, dermatologists, doctors, like everybody in healthcare has a credit card on file. And if you choose not to show for that appointment and you don't give them a 48 hour notice, there is a deposit that's non-refundable that they do take. Now you don't have to do that, but you do have to have a policy.   Some offices, if you choose to cancel or reschedule your appointment, I never use the word cancel, they just reschedule because I have no one who cancels on me. They reschedule their appointment. If they choose not to do it within 48 hours, that's okay. We push them out six weeks or 12 weeks, whatever it is, and then we move them forward after they've waited for about four weeks. If they continue to do it, so it's a three strike policy for me, if they choose to continue to do that, then they actually get put on what's called our walk-in.   list like, Hey, care, it sounds like you're super, super busy. We're actually not going to reschedule this appointment for you. just give me a call and you'll be on a same day walk in, that we'll be able to get you in if we have availability that day. but either way, there's a set policy and we're going to start to train our patients. So our patients stop canceling off of our schedules because remember 600 to a million, just by having open schedules is something we need to stop. And so looking at this, you can also have them sign that they understand that these things are happening, but really   Kiera Dent (06:18.958) getting super clear on what our cancellation policy is, having everybody follow through on it and making sure, and you're not being a jerk. You're just saying like, these are the rules of our game. We want you to play the game with us. These are the rules. Do we agree that we're both going to play by them? Absolutely. Yes. Phenomenal. Come to our practice. We're going to be on time for you. We're going to get you back and we're going to make sure that we see you and we have the adequate time for you. That's how we play the rules of the game. So number one, keeping our schedules full. We don't take those cancellations.   We make sure that at the end of the day, our schedules are always filled, filled up to goal. We call, you guys, I used to call all the time and I got so good when patients called to cancel and I'm like, my gosh, Mrs. Jones, tell me what's going on. like, I hope you're doing okay. Tell me what's going on. And I find out what her problem is and then I find the solution. Mrs. Jones, doctor was so excited to see you today. I understand you have a work meeting. Like thank you for letting me know. We do require a 48 hour notice for any appointment changes.   Let's see, I could actually like if we could get you in and out by two o'clock today, does that work for you? Yep, that works great. Amazing. Mrs. Jones is in my schedule. I just move her time. We move along. There's so many ways that we can keep patients on the schedule. We can let them know like, hey, like I have people that like I can't make it send an Uber. If they're a big case, send an Uber to the patient. But you've got to have some solutions for them to where patients are staying on our schedule. And I feel like this is where if you own   and your friend office owns that the schedule will be full and that's what their agreement with you is. Excellent. Hold them to that level. And people are like, but Kiera, patients are canceling for sure. Let's count for a 10 % cancellation. Like that's normal, but guess what? We've still got to keep 90 % of it full. We still have to go through that open time. Hygienist not hitting their goals. does it do to open time? Anytime we have open time on the schedule or if we like finish with a patient on time or like, let's say it's an hour and we finish at 45 minutes.   For every 15 minute increments, let's have people make five phone calls. So we've got outbound calls going all the time to make sure our schedule is always getting full with people coming in. This is how we keep our schedules full. This is how we own it. This is how. And then the next thing is doctors needs to be diagnosing. I shouldn't share our secrets. We have a question for consultants interviewing for our company, and I'm always looking to see if they can catch it. It's the hardest one for them to catch. It's the schedule is so busy, but we're not hitting goal.   Kiera Dent (08:42.052) Well, usually that's because doctors not diagnosing enough. So let's check at that. And doctors, this is not me saying you're doing anything wrong. But what I am going to say is, we being comprehensive and are we diagnosing comprehensively for that patient? Are we doing quad dentistry or are we like watching a lot of things because we don't want to have the conversations of treatments needed? That's a question you get to answer. I'm not your dentist. I'm not a doctor. You get to tell me that. I'm just here to ask you the question. So when we look at that, if we're not able to hit goal and we don't have these schedules filled,   Is it because we're not presenting enough treatment? Is it because we're not closing enough treatment? And are we not calibrated between hygiene for an office and doctors to make sure that all of us are actually on the same page with each other and that we're closing all these cases? Are we reviewing our cases together? Are we looking to see what's going on with these cases? Are we looking to find out why is it not closing? We presented it this way. Are we recording ourselves and listening to them back to find out what are we saying that's not having these cases closed? Because patients are the dentist. They want dentistry. And I want you to remember that. There's an office that I coach in there.   team is incredible. We have added so much to their practice and helped so many more patients. And one of their treatment coordinators, says, she's like, Kiera, when people come to the dentist, they want to do dentistry. So they want to do dentistry. My job is to make sure that they get the dentistry done. Like they're here. And I was like, that is the most beautiful way to think about this because you're right. They're at the dentist. They're here. They're giving up their time to be here. Let's make sure that we're giving them the information that they need. We're helping them. We're guiding them. And we're actually helping them have good, clean, healthy mouths.   That's what we're here for. And so for you guys looking to see these are easy ways for us to actually add money to our schedule. We can afford things, but money is being lost because the team's not unified. So if all of us know no one gets to leave, it's not just the front office. No one leaves until our schedule is full. Well, hygienist, reappoint. You should be at 98 % reappointment. Let's not ask like, Hey, Kiera, do you want to schedule back? It's Kiera, we're going to schedule your six months. I've got you on May 5th at 8 a.m. same time as now.   Can't wait to see you in May and then I'm gonna walk you up to the front if May 5th doesn't work for me I'm going to let you know we always remind them like we do require 48-hour notice for any appointment changes 48 hours and then I also really big on unconfirmed appointments because the schedule can look totally full But if they're not confirmed, they're probably not gonna show and so what's our policy for that? I do have some offices where we call the patients and say hey I've got to hear from you today If not, I am going to need to reschedule your appointment. They scooch off the appointment   Kiera Dent (11:07.914) we fill it with someone who's guaranteed to come. If that patient comes, I get to have the fun conversation with them. Notice it's fun. Hey, awesome. Again, these are the rules of our game. We called you, we told you we needed to hear from you. And because we didn't hear from you, we did pull you off the schedule. If I have time that day, I'm going to scoot them in. I'm not going to do the whole thing. If I don't, I'm going to say like, I am going to reschedule you. Let's get you back at this time. I do need you to confirm your appointments because we have, we have so many patients that we want to see that every patient does need to confirm their appointment. Great.   They know the rules of the game. You can even tell your patients new year, new start. This is what we require. So patients do need to give a confirmation. Otherwise we will be moving you off the schedule. It's totally fine. But these little areas and people are like, gosh, Keira, is it really worth it? To me, 600 to a million is definitely worth it. I'm not working any extra days. I'm not working any extra hours. I'm literally working the exact same time. I'm just making sure my schedule is full every day. If you wanted to change one thing in 2025,   Keep your schedule full and have the entire team unified on this. I guarantee you, you will see results. Guaranteed. No ifs, ands, or buts about it. Guaranteed. You can have it there. But it's a whole team effort. And I promise you, goals will be hit easier. Your team will do better. You'll serve more patients, and you will work less. People are like, Kiera, how do you cut down from five days to four days? You have full schedules. You're able to do it.   we're and we're better with our block scheduling and we map it out. So we're super productive every time. So doctors are diagnosing treatment, treatment coordinators are closing cases. Hygienists are reappointing and schedulers are filling the schedule. The whole team is ticking together and we can actually consolidate. can expand whatever your goals and dreams and desires are. And we have good block schedules in there to fill it full. Then if we can't fill a block with what we're supposed to, we have a 24 hour hold on that. And then if we can't, fill it with something that's going to be productive for it, whether it's an emergency.   We also schedule emergency times in our schedule. Scheduling is so clutch in a practice. And yet I feel like we just haphazardly oftentimes do it. It's so easy. It's so easy to add production to offices, schedules, and consulting because we work on this. We train the team. We watch it. We see it. We make sure they're productive. And then from there, we're able to help offices grow exponentially. So go look to see how to add $600 to a million to your practice. And if we can help you.   Kiera Dent (13:28.056) We're experts at this. We're really, really good at it. We're really good at helping your team with the verbiage. We're good at helping them understand like how we change the voicemail and what do we do with the upset patients and how do we handle this? Reach out. It's easier to do it with a buddy. So reach out. Hello @ TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

Kiera gives insight into how CEOs and office managers (or dreamers and task-drivers) can effectively work together to run the ideal dental practice — without stepping on each other's toes. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:01.646) Hello, Dental A Team listeners. This is Kiera and today I am so excited to be on the podcast. I'm excited to be podcasting with you. I hope that your new year is rocking and rolling and I hope that you are just enjoying your time working in dental practices because remember, we are so blessed and so lucky to be working in an industry that literally changes lives. I believe that dentistry is the best possible industry for us to be a part of and you get to make people's literal smiles come true. So as always,   Thank you for being a part of our Dental A Team family. Please be sure that you are always leaving us review, sharing us with other people. That is how you keep us as the top dental podcast out there. And I just want to say for every one of you that has done it, truly thank you. Thank you for sharing this podcast with others. Thank you for being on our journey. And for those of you that are new, welcome. I want you guys to remember we are getting up there on our numbers of podcasts. So we are in the 900s, almost breaking about a thousand episodes.   I cannot believe I have made that many episodes. That's a lot of episodes. And sometimes it might feel daunting or you might forget that this is a resource in your back pocket. So always head on over to TheDentalATeam.com click on our podcast page and you are able to then go search every episode. So if you have like, wanna know information about cancellations or I wanna know about partnerships or I wanna know about buy-ins or I Kiera talked about Pearl AI, but I can't remember where that was at.   go search our podcast in any episode that I have ever recorded for you of all those thousands of episodes, because there'll be more coming, you will literally be able to go find any one of them. So just be sure put that in your resource pocket. A lot of people want to know like, how do get our hygiene? How do we do perio? How do we do fluoride? How do we run effective meetings? How do we run quarterly meetings? Any of those things literally, I want you to think about this as your Google or your AI for you.   It's all there. There's a ton of it. have verbiage for you. I have information for you. So be sure that you're always using those as resources for you because I believe in working smarter, not harder. And I'm always here committed to sharing the top tips and tricks for you. So today I just wanted to dive into a really fun topic that I think is great for you guys. I think it's something that I get asked a lot. It's something that I'm excited about and really helping you understand kind of what a CEO visionary   Kiera Dent (02:14.816) and an office manager, implementer or integrator role should look like and how you can have this in your practice. Because as I'm watching offices and as I'm coaching practices, I'm noticing that dentists, when they start to move into this CEO role, they actually don't know what the heck they're supposed to do. It feels very weird. It feels very awkward. It feels like I don't even know what I'm supposed to be doing. And so giving you guys some tips of what does this relationship even look like? So.   There's a great book. guys know I'm a huge faction, a huge fan of traction. Merged those together and had faction come out. Huge fan of traction by Gina Wickman. We help a lot of offices, Dental A Team's version of traction where we actually help you build leadership teams. We help you get quarterly goals in place. We help you with accountability, tracking data, scorecards, write people, write seats. So if that's something you're interested, be sure to reach out. Hello@TheDentalATeam.com Super, super, super fun and very effective.   We have a lot of offices that we've worked with for years on this and being dental experts, we're able to help solve a lot of the problems that come up. Whereas some of the other implementers or integrators, they really can't help with that. So it's a really fun niche that we're a part of that I absolutely love. So if you're interested in that, how do I set up these leadership teams or quarterlies, be sure to reach out. I'd love to help you. But in doing that, Gina Wickman wrote another book called Rocket Fuel. And Rocket Fuel, I think is a really lovely book that kind of splits apart this visionary role.   and this integrator role. And not all CEO doctors are visionaries and not all office managers are integrators. And so really figuring out and dialing in, what does this relationship look like? Like what should a CEO do? What should a doctor do? What should an office manager do? I think this dynamic can actually get really tricky and it can get really hard for people. And you might not know exactly what does this look like and how can we maximize it? And so I just kind of wanted to come on and paint a picture. Now, again, this is a picture that's painted.   But it's a, I would say it's made with markers that you can erase or it's one of those like, remember the Etch-A-Sketch that you're able to use like with the sand and you'd like etch it out and then could like shake it up and erase it. That's what I think that this picture and this dynamic should look like for you where it's not perfect. It's not something that you have to do, but this is gonna kind of just give a sketch and an outline of like, what does a visionary do? What does an integrator do? And doctors, a lot of times what I'm seeing is,   Kiera Dent (04:33.43) you come in and you've been a clinician and then you're like, okay, I've mastered my dream. I've made this a reality. I have taken it to where I no longer have to do clinical all the time. I've hired associates, we've onboarded associates and now what do I do? And what you tend to default into is more of the office manager role, which is fine if you enjoy management, but if you don't, don't slip down into that. And also you might not be the best for this role. You might not be as good at communicating.   I learned like know thyself and be free I think is the best thing I could ever tell you. And so what is your role and what do you like love to do and what if I were looking at your energy sucks in life versus the things that light your fire. What we're trying to do is get everybody into those zones of genius. There's some great books out there. There's some good places where you can kind of look to see what are the tasks. Do I enjoy them? Am I good at them? Am I not good at them? I've done some podcasts on that where you can honestly quadrant yourself into like these are tasks that I love doing and I'm good at.   These are tasks that I don't enjoy doing, but I'm good at them. These are tasks that I am not good at and don't enjoy doing. And these are tasks that I can train people on. So there's kind of some quadrants. And the goal is first to have like 90 % of our day in the quadrant of these are tasks that I'm good at and that I actually enjoy doing. So if we can get you guys there, phenomenal. That's what we're trying to work on. so helping visionaries see, I think so often as doctors are producers in their   these drivers and they've been like with an eight to five schedule moving into what I call more of a creative visionary. It's a very different space. And a little while ago I was on a trip and I realized that the creative mind is so much different than the structured mind. So when I want to create my best ideas, well, if I put it into my calendar, Kiera, you're going to go create at this time. I don't. And I started noticing my marketing team was doing this. They would be their most creative.   when they were in the middle of the night. A lot of my marketers would work at two, three, four a.m. They would sleep in and then they'd come and I was like, this is such a weird world. Like I'm used to the dental office and we have patients at seven a.m. and we're done at five p.m. And that's just the life we live. But that's a very structured schedule versus this creative schedule. And doctors and visionaries start to move into more of this creative schedule, which is not an eight to five per se. It is not forcing ideas and creativity to come.   Kiera Dent (06:52.48) It is having more space, but I think visionaries oftentimes don't give themselves the space because they're like in this very rigid mindset. And so just kind of, again, like I said, painting this picture with an Etch-A-Sketch where we can shake it off. We can decide which things we want to do, which things we don't want to do, but helping office managers and doctors kind of learn this relationship. So doctors don't accidentally get into the office manager's lane and office managers allow the doctors the freedom and flexibility to become these CEOs and these visionaries.   that they want to be. Now, if you are a doctor and you're not a visionary, that's okay. You do not need to be. Some doctors are incredible, incredible, incredible implementers, and they actually hire someone like another doctor or maybe a CEO to come in to be that visionary role. And that's okay. So again, this is an Etch A Sketch. It's not a perfect painted canvas that we can't change in a race and add different lines to it. It's just a picture. But typically speaking, a CEO who's a visionary, their main pieces are vision,   growth, sometimes they add numbers in there and culture. And usually if I like box it out, that's going to be the three things that that visionary is responsible for. They usually leave meetings. They don't have, they don't have a lot of to-dos. They don't have a lot of items. They come in, they give the vision, they help build the culture. And that's really what they're supposed to do. and a lot of times people who are in this role, they don't think that that's actually that hard or   it's needed or it's like, I remember when I heard like, okay, these are what I'm supposed to do. I was like, that's it? Like, aren't I supposed to do more than that? you know, that's it. I'm just supposed to have the vision and culture and like kind of the numbers. And that's like, no, it's like 20 ideas, big problem solving, relationships, culture. That's like what it is. And...   I think sometimes we take for granted that that's a talent. That's something we're built with and not everybody is coming up with 20 ideas on a regular basis. Like if you are someone like myself, we're like the ideas keep coming. Tiffanie Trader, if you know her, you, I'm sure you do. You love her on the podcast. Tiff will say, I told her on her tombstone, I will write the Tiff died being the efficiency queen. And she told me on my tombstone, she will write Kiera. Like I have a great idea. I'm constantly calling my team. I'm like, Shelbi, I got a great idea. Tiff, I've got a great idea.   Kiera Dent (09:17.254) I've got this great idea. Hey Eve, I've got this great idea. Jacintha, I've got this great idea. Dana, I've got this great idea. If that's not you, you might not be that visionary CEO role, but that's like what they do. 20 big ideas, creativity problem solving, big relationships and culture. Now for me, I do enjoy numbers. Numbers like light my fire. So I have it on there. That's what I like to do. And then also something else for me that I'm really good at that's a piece in our company is speaking and being a public figure. Now, surprise, surprise, right? I'm on the podcast all the time. I enjoy it. I'm speaking at events.   That's what my role is as the visionary. Now the integrator role or usually an office manager and not all office managers are created equal. I used to be an office manager and how good do you think I was at this? The answer was not very good. I was able to morph and shift into it, but a company I really love is Culture Index. If you're not familiar with them, reach out Hello@TheDentalATeam.com I've got some great contacts. I think it's really, really fascinating. their whole model, it's kind of like Disc or Myers or Briggs or Colby.   but what they do is they actually have you in culture index look to see who are you in your natural habitat and like things you naturally are good at and then how are you performing in your work position. And the goal is that the top box and the bottom box are pretty similar. So me in my happiest state, I would be actually doing things like I would do them naturally. So for me, I like a lot of autonomy. I love a lot of people. I like things to move fast and I like to be creative and I'll have like details when I need them.   That's my perfect world. So me being in an integrator role or an office manager role, that's way more like way less autonomy, more people, I'm good with the people. But then also having to do so many numbers and metrics and checklist and protocols and thoroughness. my gosh, I did not enjoy that. But yeah, I wanted the title of office manager because I felt like that was the only space that I could grow into. And so office managers listening to this as well, know thyself and be free as well.   because I actually made a much better treatment coordinator than I did an office manager, but my ego got in the way of that. I think being careful as we etch a sketch this out of our best role, our best space is let's not be putting ourselves into a box that we actually aren't incredible at. So the office manager or integrator role, according to EOS traction version, their job is to lead, manage and hold accountable. Lead, manage, hold accountable. Their profit and loss, the business plan, remove obstacles and barriers, social projects and logic. And I have over here like,   Kiera Dent (11:39.48) Projects A to Z, that's the lead managing accountability. They're doing like the one-on-ones, a lot of HR, a lot of like managing the team, it's lead managing accountability, the profit and loss with the numbers. Like I said, I put numbers in me, but that should really fall under the integrator. So they're watching it. They're moving, they're removing the obstacles, barriers. They're working on these projects. So all those different pieces, like when you hear the podcast of like, hey, you should implement a treatment tracker or you should implement an AR protocol or this is a billing protocol. That's all this integrator's job.   Like they're literally like these little machines that love to execute and implement projects. They love project management, softwares. They love to have checklists. They love to have Excel spreadsheets. They love to distract this off. They're obsessed with the numbers and that's really what their role is. And so you've got this visionary who's creating a ton of ideas. It's culture that's very extroverted. And then you have this integrator who's usually oftentimes more introverted, but loves to lead, manage and hold accountable, loves to do these different pieces. That's really what we're looking for. And so as you're doing this,   Again, it's an Etch A Sketch and not every relationship's the same, but this is a good way for you to map out like, okay, do these things lighten me up? Do I love to create the ideas? Do I love to have problem solving and like thinking outside the box? My team comes to all the time, they're like, Kiera, I had this big problem, we don't know what to do. Before I answer, which is so hard for me, because I'm ready to go all the time, is what solutions did you guys have? Because I want to empower my team that they can solve these problems without me. But if they can't figure it out, it's really big like,   coming up with a new product launch in our company or coming up with a different way that we do things, that's my bread and butter. That's where I sit, that's where I create, that's where I come up with these ideas. And sometimes it takes me 10 minutes to create an idea. Other times it's like seven months to create an idea. So again, creativity doesn't strike all at once, it doesn't come all the way, but that's really kind of helping you see the CEO and this integrator role work in tandem. Now it can be tricky and you're not always going to get it right, but I think seeing it more and more   what your role should be or could be or can morph into, I think is very empowering for both parties. And just know that when you're in the right person in the right seat, things move so easily. They don't get stuck. don't get, like, it's not like a traffic jam. It flows. And it was crazy because I watched in office and when they finally put, it was hard because they had someone who is in a hygiene coordinator or a hygiene lead role. And this hygienist wasn't the right hygienist for it.   Kiera Dent (14:03.02) and the hygiene team didn't do well, they didn't innovate, they didn't create, and they just were not the right hygienist to lead this department. They were an outstanding hygienist. They produced really well, they were amazing, but they weren't the best leader to lead their department. And it was crazy because that team, was really hard. was like, whew, like I feel stressed for them. Having that conversation and having that team member step down from leadership. And I don't actually love that we call it step down because it feels like a demotion. It feels like we didn't do well enough.   But being the right person in the right seat is not a demotion. It's recognizing I'm good at this or I'm not good at this and I need to remove myself for the betterment of the team, of our patients, of our practice. And so when they switched this lead out, the hygiene team flourished. And it was crazy because they actually brought in a lead that was less experienced, less knowledgeable, had not been in the field for as long, but was incredible at leading, managing, and holding accountable a team. And so sometimes we think seniority equates to leadership.   Sometimes we think that we should put people in so they stay with us. But the reality is not everyone wants to be a leader. Not everyone wants to grow into that. Not everybody is actually a good leader who wants to be a good leader. And so know thyself and be free. Build this Etch A Sketch photo of what your practice looks like and what you enjoy doing. And for me, I have this giant sticky note behind where I am in my office that has me of what I want to do as the CEO and visionary for me.   And it helps me stay very crystal clear. Literally it says vision, growth, numbers, future products, ideation, creating, solve big problems, speak and leave. I don't like to do the logistics of speaking. I hate setting up the booth. It stresses me out. I don't like having to deal with the partners. Like I love all those pieces, but I hate doing that plus speaking because it's two different brains and I get so anxious about it. Like literally anxious when I have to do it. I'm good at it and I can do it, but you put me in the box, that zone of I'm good at it, but I hate doing it.   is enough to make somebody go crazy and wanna quit their job. I unfortunately can't quit my job sometimes. Unfortunately, I can't quit it, right? But just thinking about this of how can we help ourselves be happier and set up for more success, I think is a really great way for you to view it. So hopefully today that was able to give you guys some clarity, some ideas around it, help you start to etch a sketch your own world. And sometimes we just need an outside perspective to help us see. I hired another coach. Don't worry, I'm the queen of coaching over here. I do not hire multiple coaches at the same time.   Kiera Dent (16:26.798) I'm very strategic with who I hire so I don't get consultant paralysis. But I hired another coach who helped me see what my visionary role needed to be, who helped me see who I wanted to become, helped me see what I should or shouldn't say yes to, who helped me see that what I've been in the past is not who I need to be to get the company to where I want it to be. And it was the most liberating, freeing, exhilarating moment of my life. And I love to do this for practices. This is what I geek out about is because I've done it.   Our company's done it, we've successfully done it, and now let us help you. So if this is something that just lights your fire, but you don't quite know how to do it, reach out, Hello@TheDentalATeam.com I'd love to chat with you. And as always, thanks for listening, and I'll catch you next time on The Dental A Team Podcast.

Kiera points listeners to where opportunity for hidden savings or additional value could be lurking in your profit and loss statements. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.942) Hello, Dental A Team listeners, this is Kiera. And today I just want to have a really fun podcast with you. I want to talk about some possible ways of hidden value, how to trim some fat in the practice. think these are just some fun things that I don't think we often think about that really can actually add pennies, dollars, Benjamins, thousands into your pocket with minimal effort. As always, thanks for being a part of our Dental A Team podcast family. I adore you.   I appreciate you. If I was with you right now, I'd be telling you, you're doing way better than you think you are. And my mission is to positively impact the world in the greatest way possible. Life is my passion. Dentistry is my platform. And I am here to infuse you with positivity of tactical tips of sharing how you can be living your best life. Life, the life you were destined and meant to live and doing it through dentistry because I'm obsessed with helping you guys give back to people, share with people and become who you were ultimately meant to be. With that, you're loving this podcast,   Go leave us the review, share this with someone because for me to get this into the hands of every single person, every single dentist in this world, I need your help to do it. So please truly go share, share this with someone. And today let's start talking about ways that we can trim the fat, find the hidden value of just little things that we might not be thinking about. My husband does this. He is the guru in our family of looking at our expenses and figuring out what things are we not doing.   of just little tiny things of hidden fees. So you can do this in your personal life and your professional life. And something my husband and I were talking about is we don't have this on a set cadence, right? And so how can we set this on a set cadence? So if you're using a software, our company uses ClickUp. I would not recommend it for most practices. I usually recommend Asana or Trello or Basecamp. Asana is my go-to. Monday.com is another great one. Those are all really good ones, but put this as a reoccurring task. So every year we actually look at these things. And then I do set as a reoccurring task.   every single quarter. My bookkeepers know, so email your CPAs today. Hello, CPAs. Super excited to talk to you. I need you to send me a detailed P &L at the end of every single quarter. I set up myself reminders in my inbox. You can set it up in your project management software, whatever it is, but have a reminder to review your P &L. And I think review your business P &L and your life P &L every quarter. And if you go through every single line item, you will find little areas, but a few things for you today of hidden costs, hidden value, things that you could be doing.   Kiera Dent (02:20.834) Number one is your insurance. My husband, he's a pharmacist and we have disability insurance, we have life insurance, and there will actually come a point in time, potentially, that you actually no longer need this insurance. For dentists, I'm strongly advocating for you to always carry your disability insurance in case anything happens. I've had so many dentists actually have fluke weird things, like I had a dentist in their 30s have a stroke, I had a dentist in their 20s get cancer, I had a dentist who had tingling in their hands and they actually have   something in their neck, you never know when something weird is going to happen in dentistry. Your hands are really what are going to be able to make it to where you can be successful in your career. but assessing it. I know for us with our our insurance, it's usually we do a lot of research when we buy our cars or our house or our practice or we're getting out of school, but then we never go and reassess it. And so check to make sure are we really like are we paying more than we should be?   Is there a better carrier out there? Are there new people on the market that could be better for us? And just go check instead of just paying that premium every single month, go and look, can we trim the fat? And I know this sounds annoying and you're like, gosh, I don't want to do it. Delegate this to someone, have your managers look into it for you if you want to. But the point is look to make sure that we're not just passively paying our insurances, but we're actively looking to make sure, are we getting the best rates? Are we getting the best fees? Could we negotiate our lease and our rent? That's another zone.   all the different areas that we've negotiated, let's make sure we're looking back. And I think insurance is a really, really big one. The next one is internet. Internet goes up on us, cable, our subscriptions. Can we get those discounted? I know a lot of times with insurance, give you a promo, or excuse me, internet. They give you a promo for a while. And can you cancel it and restart it? Please do it on a weekend. We do not want it disrupting patient care. But can we cancel it and actually get reduced fees? And I know it doesn't sound that great. It's like, OK, well, maybe I could get 50 bucks.   Well, 50 bucks over the course of a year is 600 bucks. And so if we look at that, I know 600, you're like, but Kiera, we're doing like 4 million. I agree with you, but $600. It's the principle of continually looking for where can we trim the fat? So we're always staying at our peak because we never know. And so we're always looking at these things, trimming little hidden costs. These things add up. So let's say we're able to save $200 on our insurance. We're able to save 50 bucks on our internet. Then the next one is credit card fees.   Kiera Dent (04:44.834) I'm going to be a huge advocate for you looking at credit card fees and not just being like with the person that you started the practice with. Credit cards are notorious for tacking on these extra additional fees that you don't even know what they are to where you're paying 7 % on your credit card transactions. That's ludicrous. There's companies like Bestcard or Moolah. can definitely, we have affiliate relationships with them that we can connect you with and you can get the best prices and promos with them. You get terminals for free. You should be paying...   two to three percent max on your credit card transactions. And so when you look at that, paying an additional four percent on credit card transaction fees, that is so much. So let's say you're a four million dollar practice. OK, let's say that you let's actually I'll just do two million. OK, let's come down a little bit. So a two million dollar practice, you transact all of that and we're paying an extra four percent. That's an additional eighty thousand dollars just because we weren't wise stewards over and like looking to trim the fat.   looking at these items. This is where we look at it. Every single month my credit card company sends it to me. You can send it to your manager. Do the quick math. How much was it? How much of that percentage did they take out? Because it doesn't seem like a lot. But what is the true percentage? For me, I try to average 2.7 to 2.9 because we don't take actual cards. You guys actually do a lot of actual cards in the practice. I know you have a lot of cards on file. What can we do to get that reduced down? And there's also companies like Dental Merchant Advocate that can actually go through your credit card statement, see how they can save.   They do a 50-50 split so they take 50 % of the savings and you get 50 % of the savings So it's a great company They can reduce it for you But also go and look at these other companies and see could you also reduce your own fees for you? So look at that look to see look at the credit card fees. What are you being charged for me? I also have a bunch of credit cards that charge me annual fees Could we be getting the same points or better points from other credit cards? Of course talk to your financial advisors because I know opening and closing credits can actually hurt you and help you depending upon how you do it   But are there other ones that you could be doing that would actually give you better rates, give you better return? Being just intentional with the credit cards. We put so much money on our company cards. Are we still in the best credit card for our business and for the savings that we could be getting? Or are they charging us? Again, we don't fall in love with it. Things change. So let's make sure we're always being so strong. Same thing with your labs. Are there better labs out there? Are there better supplies out there that we could go and work with? I know that there's some great companies like Ordo, O-R-D-O.   Kiera Dent (07:09.114) They can actually get you reductions on your supplies. I know you love your suppliers and I'm not here to say not to, but there are better ways to do it you can actually save a lot of money. There's buying groups. If you want some help, email me Hello@TheDentalATeam.com. You can literally work with your same exact suppliers, but you can save exponent. Like we're talking thousands and thousands and thousands of dollars. To me, these are the simple things that put money in your pocket. And like we said, $200 on our insurance, 50 bucks here, 80,000 with our credit card fees.   with our supplies, a lot of offices are saving hundreds of thousands. Like I am telling you in the hundred thousand right there, we're up to 180,000. If we could save a hundred thousand on our supplies labs, getting a reduction without losing it. You could bring in a 3d printer and not have to pay for those night guards or orthotrains. Now, of course, make sure that you are trained and you're not hurting patients to try and cut costs, but there's a lot of things we can order. A lot of things. I have offices that order things on Amazon or different suppliers, but check to make sure that the fees haven't gone up.   because they do everything goes up and let's make sure that we're actually paying the best fees. And are there other people coming to the game that could be possibly just as good if not better. So looking for that. Other things, cell phones. I know this sounds silly. I've been with Verizon. my gosh. For like 20 years. I kid you not. And there's another cell phone company called Visible that's new to the market and they're $25 a month for unlimited data. I sound like I'm on a Visible commercial. $25 a month.   unlimited data, unlimited call, text, everything. And I watched for a while to see, they actually really good? My family has been on them $25 a month for a cell phone. And yet most of us are probably paying like 70, $80 a month for our cell phones. That's a simple switch. It runs off the Verizon towers. The only con is if you go out of the country, you do need to have a SIM card there. That's the only con they don't have international currently. I guarantee you they'll get there. But $25 just for cell phones. That's like,   right there, let's just do another 50 bucks for us. So we've got 200 for our insurance, 50 for our internet, 50 for our phones. That's $300 right there. That's 3,600 bucks that you like just in those simple savings, not to mention the 80,000 on credit card fees and the 100,000 on supplies. But this is where we trim the fat. This is where we're able to find little simple things. This is where we're good stewards. we can pay. I think it's always funny. I don't think about like gauze. If gauze is the exact same, but I could pay   Kiera Dent (09:35.962) $200 for gauze or I could pay 20 bucks for gauze. It's exact same, same packaging, same gauze, everything. It's not like the string gauze. Don't worry. I know that there are some better products out there that we pay for. But why on earth would I be paying 10 times the amount just because I wasn't willing to go and do some research? Now doctors, your time is very valuable. So I'm not going to say that these are necessary things for you to go do, but for your office managers, have them go look into this, have them do the research for this, but be intentional. I mean, you're spending money. Why don't we make sure we're spending it?   in the most effective way possible and keeping the most amount of money in your book and your in your pocket. This is how we keep profitability. This is how you're able to afford consultants. This is how you're able to afford coaches is how you're able to afford CBCT. This is how you're able to afford the CE and why not be smart with our finances. And I want to tell you, I believe that the best doctors that are good owners are the ones who fall in love with their numbers, who have the discipline of looking annually, quarterly.   They do a full financial review, a whole assessment. Take a look at these items. Look to see the hidden. We look at them like, we just don't feel like we have enough money. Well, I know $3,600 doesn't feel like a lot, but guess what? Every single month, that was $300. What if we could put those $300 to a team member and be able to hire somebody who has higher value? We maybe can't afford that hygienist because they want $47 and we're only paying 45.   Well, that $2 per hour might just got made up for because we just cut down our internet bill by just making one phone call. These little areas are where you become incredible practices. And so I just want to give you some ideas to get your brain stirring. If you have some good ideas of where you've trimmed the fat or some great resources or some great suppliers or some great dental pieces that you've been able to find, let me know, email me Hello@TheDentalATeam.com. I think it's always so fun to share with you the best ideas. That's why I love the podcast. That's why I love to consult because I love to   Share. love to bring our doctors together. I love our community that shares the best resources, how to get things cheaper, how to save money, looking for different ways to do it. Because if we can be better, we can hire better people. We can hire more team members and have them work in great places. We can grow your practice exponentially because we trimmed the fat in the areas that really it didn't make a difference. Our internet is same internet. We're just paying cheaper.   Kiera Dent (11:53.282) Our cell phone could potentially be better or worse. If you hate visible, I'm really sorry, but take a look at it. Like that's saving. You could put your whole family on it. Think of now, instead of just you, you've got four or five, six people saving 50 bucks a month. Well, now that's instantly a lot better deal than just yourself. So look at all these different things. Could you get like a Spotify plan and share it with family members and everybody's paying less? Could we get a Netflix family plan and be doing less? All those dollars, it seems like $2 here, $10 there, $5.   When you add it up every single month, I look at my credit card bill and it's usually for 20, 30, $40 Amazon purchases that add up to 2000, 4,000, 5,000, 6,000, 10,000 of $20 transactions. So why not get the $20 savings, the $30 savings, the $50 savings, more money back to you on things you're already using. You're just being smart with it. So like I said, if you've got other great ideas, send them on over. Hello@TheDentalATeam.com be smart.   Save money, get cash in your pocket. And if we can help you in any way, reach out Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

Kiera lists a series of questions listeners can ask themselves when they're feeling a lack of passion for their job, life, relationships, and more. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.994) Hello, Dental A Team listeners. This is Kiera and I hope today is just a great day for you. I hope that you're loving your life. I hope that you are enjoying being in dentistry. And if you're having a bad day, well, let's chalk it up. Hopefully you only have like 10 % of your days that are bad and 90 % of your days that are good. I believe that we are truly in the best profession. We get to change people's lives. We get to do dentistry for people. We get to help people in ways that they didn't know. The smile is the universal hello. And we're able to give people confidence where they didn't feel like they have.   We're able to give people a way to give nutrients to their bodies, a way to communicate with people. And we're doing that through dentistry. So I'm just excited for you and I love it I hope that you do too. And remember, Dental A Team's mission is to positively impact the world in the greatest way possible. And we do that through expert consulting for dentists and teams. And so if this podcast is serving you, blessing you, sharing, you've taken any tip, please share it with somebody. Please help us get this podcast into the hands of every single dentist, every single practice.   Because I believe that that's how we'll be able to achieve our mission of impacting the world in the greatest way possible Today I wanted to dive in to just a fun topic of how to recreate passion I think it's very easy to lose passion. We've been doing things for a long time. It's day in day out We've been working hard. We've been taking on the challenges. We're on opera like smooth operating wherever you are   How do we recreate the passion in our lives? How do we get that passion back? And I can speak from personal experience on this. I lost my passion. I truly did. It was a grind for me. Work was no longer fun for me. And not to say I didn't enjoy my clients, because I always loved my clients. And I love podcasting. So those were still really fun things for me. But overall, being a CEO and   dealing with the struggles, I had some really, really hard things in the business. And I think that's oftentimes when it like kind of sucks the wind out of us and we lose passion. We can lose passion when family life is hard. We can lose passion when it just feels like it's Groundhog's Day. Go in, say hello, do the same thing, leave. And so just trying to help you think of how can we reignite that passion? And I put on here, there's lots of different ways, but today I wanted to dive into the art of play.   Kiera Dent (02:19.59) and bringing more play into our lives and realizing that I think sometimes we make our jobs and our careers be a one-stop shop for everything we're doing. We literally are sitting here saying like, needs to be my fulfillment piece. needs to be my significance piece. It needs to be my challenge. It needs to be my financial piece. It needs like, it needs to be the space where I feel loved, all these different things. And yet that's a lot to put on one space. I understand that we spend a lot of our time there, but when we lose the passion,   One, I would ask, are there things that we could delegate off? I made a whole list over here of the things that I just don't like doing anymore and where I was getting like into the suck of losing my passion and realized could those things be delegated? Could I hire somebody for those? Could those things get off of my plate successfully? And the answer was yes. So we hired somebody new, we delegated some tasks and I got really, really super clear on what things do I absolutely love doing day in and day out of my life.   I love working with my clients. I love doing numbers. I love the podcast. I love doing events. love speaking. What I don't enjoy doing are like all the little like nuances around all of it. And I've got a team. And so that was just also me realizing I'm in the wrong spot. I've been staying there with my hands in the pot for so long and I need to trust my team and I need to truly empower them that they are brilliant. They're more brilliant than I am and to remove myself. So that's one big passion suck is.   Are we maybe doing things that don't bring us the passion that suck the passion that someone better than us who loves to do it could actually take on. that's step number one. Step number two is what are we doing outside of work and where are our hobbies at? And I remember sitting in therapy trying to figure this out. bought Simon Sinek's like, find your why. My why was there. It just got buried. My why has always been there is to positively impact the world in the greatest way possible. And it's through expert consulting for dentists and teams. Like my why is still there. I still know exactly why I do this. I understand it.   And it just got buried and I forgot. I truly forgot and I believe I've got lots of whys. But that was like the big thing of like, why am I doing this? But I realized I didn't have any passions. I didn't have friends. There was a book I read a while ago called Find Your Tribe. I like it. I will say it's extra churchy. I mean, I am religious and it was a little extra even for myself. So if you can, if you could read past that or if that doesn't bother you, I just want to, I want to give a disclaimer on it. But the book is really good and she talks a lot about   Kiera Dent (04:42.616) finding five people within a five mile radius of friends. And this is where play comes into play. I did not mean that play on words. So this is where play comes into play and not a play on words. There you go. But what are you doing that's fun? What are you doing as adults for play? Are you into pickleball? Can you get into sports? you, and not that you have to, it's like not kid sports or not hanging out with friends because your kids are that, like, what do do that's soul filling for you?   And I remember sitting there thinking like, honestly don't know. It's almost like I lost myself and I needed to date myself again. You know how couples, they fall out of love because they forget to date each other. Like what they were doing when they were dating, they've stopped doing and in doing so, they actually fell out of love with each other accidentally. And so have we also like fallen out of passion with ourselves because we forgot what even makes us human. We've gotten to our careers. We've become the bosses. We've become, we've been working hard. We...   get lost in the shuffle of kids and family and all the different pieces that we get lost in that we forgot what even makes us a human. And this is where the art of play comes in to play. What do we do for fun? And so I remember I was like, but a lot of these things for me, and I will just speak very candidly and you can judge me or you can like me. This is Kiera Dent, real and raw. I said a comment in therapy. I said, a lot of these things feel stupid to me because they don't make money.   And I think about like buy back your time and who not how, and I know my dollar per hour and it's like, play does not equate to my dollar per hour. And yet my therapist said, but Kiera play is so much of life that isn't going to have a financial ROI. And can you do something just because you enjoy it and not have to feel productive, not have to feel like it has an ROI on it. And she's like, you can still love your work. You can still enjoy that, but there's this whole side of our lives.   that won't ever have an ROI. It won't ever make you money, but it actually will make you money because you're happier and you're more fulfilled and you're more fueled. And then you're actually going to want to go work more because you're happy because as soon as you're done with work, you go play. It's like this whole thing of recess. Think about in school, we work hard and we go play and we have recess. We get done with the day and we go play outside with our friends. We would call up our friends and we'd have play dates all the time. And yet as adults, what are we doing to play? And it doesn't mean that we're just sitting in front of a TV and vegging and numbing our minds.   Kiera Dent (07:08.47) It doesn't mean that we're drinking and numbing our minds. It means what are we doing to fuel our souls? What are we doing that makes us excited? And so we started listing off ideas and she was like, okay, Kiera. And I'm like, you want me to go book club with people? I was like, this is stupid. said, you want me to go craft with people? This feels so dumb to me. I'm like, you want me to go join a sports team? This also feels so dumb to me because it feels like, no, I need to be at work. Like my dollar per hour is this and I know I can produce that. And yet the play is where passion is.   And so she said, Kiera, feel uncomfortable and do it anyway. And I want that to be your motto. Feel uncomfortable, do it anyway. So that means I feel uncomfortable at a book club, do it anyway. I feel uncomfortable going to the, like calling friends, getting my five friends within five miles and saying, hey, let's meet up for lunch or hey, like, let me have you over and have a party. I feel uncomfortable dressing up for a Halloween party and going to it.   I feel uncomfortable carving pumpkins with people and I sit there and the business still chicks. But when we get into play, we actually forget. I feel really ridiculous going and painting ceramics with my dad. took my dad, said, my dad and I call it fun Fridays. And my dad comes up, he lives about two hours away and we went and we painted ceramics together. And my dad said, Kiera, why do you like to do this? And I said, dad, I like to just have mindless chit chat where I'm just sitting here talking with you and where like painting gives us an activity to do together.   And so I feel ridiculous doing it, but do it anyway, going hiking. And then once I started doing a lot of these items of play, I started to realize like one, your mind gets distracted and then great ideas come for work. So it felt like like a double win. Two, there's more to who I am than just work. I now know I enjoy crafting, like going and doing those paint things with my dad. I love hiking and I really enjoy being outdoors. I fell in love with boating this summer.   Like I got really, really, really good at wake surfing. I mean, you guys, I'm not a pro. I'll get better next year, but I nailed a 360 and it was so fun for me. And we call it wake weenie Wednesday and we have a bunch of friends come join us and we do a weenie roast on the back of the boat after we're done surfing for an entire night. And I realized like, that was where play came back in for me. That's where my passion came back in because I love to be out on the lake. I love to be outdoors.   Kiera Dent (09:32.39) I started reading a ton of books with my sisters. would do like just dumb things. I would go meet friends and just go to Costco and go shopping with them and their kids. But having something more than work can infuse passion back into your life. You can feel dead and numb and just apathetic to the world. And the way we can infuse that passion is like I said, figure out what's causing that and let's get rid of it. And then let's give our minds a space where they can actually go and have fun.   Let's go play, let's go hit it hard. Jason and I have an alarm where it goes off at 6 10 every single night. And we don't talk about work anymore. We talk about other things. And we don't just veg out in front of the TV, but we do fun things. We invite friends over, we go see people. And we always have an excuse not to do it. But why don't we make reasons why we want to do it? And there's a balance. Sometimes fun and play is taking a nap. Sometimes fun and play is sitting on the couch and doing absolutely nothing. Sometimes fun and play is writing in your journal.   Sometimes fun and play is being active and athletic. Sometimes fun and play is gardening. Sometimes fun and play is doing household chores because you know when you're organizing your personal life, it's actually organizing your business life. You know that there's different ways that you generate, organize, and destroy in your life, but that infuses the passion back for you. Find a coach, find a therapist, figure out what's causing it back for you. But that is some tips of how can we reignite the passion for us. And I truly do believe there's an art of play.   And I think a lot of us, think there's some people that I just admire and they're such fun doctors and they're playing and they're having a good time with their team. like life is always a good time. My dad is one of those people. Every time I call my dad, like he's just giggling and like things are just fun for him. And so it's like having more fun. Life is meant to be fun. Yes, of course there will be hard times. There will be struggles, but to me, I want a life that's fun. I want a life that's fulfilled. I want my life to be fun filled to pull from one of the doctors that I talked to.   And that doesn't mean that we're oblivious to what's going on, but there's more created outside of us than just our practices. And that doesn't mean we have to give up the passion for working. That doesn't mean we have to not enjoy our work. Work can be so fulfilling for us, but it's having that mixture of play and work and fun that really can reignite the passion. And so try those things out. Don't go through it alone.   Kiera Dent (11:51.118) I also think making sure you reach out to friends. You have a good group of people. I worked so hard. You guys, it's funny. People tell me all the time, Kiera, you're such a social butterfly. And I'm like, I am. But for me to have like true friends that I allow to see the good, the bad, the ugly of me. On the podcast, I want to show up and be the perfect person for you guys. I want to be an incredible consultant. And I feel like I leave my life at the door and I come and I serve and I want to be that. I don't, you guys don't need to know my whole life.   But I also need to have friends that can be there, that can support me when things are hard, that can support me when things are great, that I can be unapologetically myself. I can be whatever version I want to be around those friends and they aren't necessarily work friends. They're people outside of that. They're people that just inspire you and make you want to be better. And then you do the things that really, really, really fuel your soul. like email me Hello@TheDentalATeam.com. Tell me what you do to ignite the passion and what do you do for fun?   What are the ways that you brought back the art of play in your life or what things do you want to do? I'd love to hear from you. I'd love to hear your ideas. And if I can be a resource for you or our consultants can help you delegate those tasks, get your team on board, take those projects away from you and not to have you feel awkward about asking them to do it. I'd love to help you. Hello@TheDentalATeam.com And as always, thanks for listening. Go have so much fun. Make yourself a promise that you are going to have more happy fun days than you will have sad days.   and I promise you your life will become that way. You deserve it. So go live that and have more fun in life. And as always, thanks for listening and I'll catch you next time on the Dental A Team Podcast.

Kiera summarizes a practice that was struggling with cash flow. She breaks down what the Dental A-Team did to pull back the curtain and find out where cash was hiding, and what was done to fix the flow. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.814) Hello, Dental A Team listeners. This is Kiera and I hope today's incredible for you. I hope you are having the best life. I hope you're just enjoying everything and more. I really truly hope that things are just going so well for you. Don't forget guys, we truly live in the best industry, the best time, all the things are here for us. And so let's not forget how great things really are for us. As always, thanks for being a part of our Dental A Team podcast family. I adore you. I appreciate you. I respect you.   I look up to you. I want to be more like you, all the things. And I'm so, so, so, so, so happy that so many of you are a part of our family. If you guys remember, my mission is to positively impact the world in the greatest way possible. And we do that through expert consulting for dentists and teams. And so if you can share this podcast in a Facebook group or on your drive, us, share this with a colleague, share this with a coworker, share this with someone. Today's going to be an office autopsy.   and leave those Google reviews, those five star reviews on whatever streaming platform you're on. That helps us stay top ranked so more offices and more teams and more doctors just like you can be infused with positivity, tactical tips that are going to make your life, your practice extraordinary, easier and happier and more profitable. So I think it's a win-win-win and that's what we're all about at Dental A Team. That's what our consulting's about is how to help you create and achieve that extraordinary life that you've been looking for.   and do it with ease.   Kiera Dent (02:06.531) If you are new to the Dental Inn Team podcast, my name is Kiera Dent. Dent really is my last name and I do love what I do. I started this consulting company wanting to help the students of Midwestern University's dental college in Arizona. And I took a practice from 500,000 to 2.4 million with one of the doctors. She was incredible. We did incredible work. And I thought, man, if I could help her.   Maybe I can help other doctors too. And that's actually how Dental A Team started. I had never done consulting before. So everything you get within Dental A Team are things that I wish I would have had things that when we were scrambling, when we couldn't get our team bought in, when we couldn't hit goals, when everything seemed so hard, I wish I would have had these items. And so that's actually what the consulting company has been built upon has been created on is all of that. So that's what Dental A Team's about. And so for those of you who are new,   Every so often, I will do what's called an office autopsy, where I take you behind the scenes of one of our consulting clients. Yes, I do keep them anonymous. And sometimes I will mix and mingle so you can't quite figure out exactly who I'm talking about. And that's just to keep the practices anonymous. I do have permission to share. And these are just things that we've done with a practice. So today, and I love to walk you through because   When I was an office manager, when I owned my practices, we were just in our own silo place. And yet if I can share information with you, help the best practices win and thrive, that's what I'm about. Because I believe that we have a moral obligation within dentistry to help practices that are the best, provide the best dentistry for more patients and to help patients have the best experience. I really, really truly do believe that that's our moral mission. And so, and it's our ethical code and that's what we're here for. So with that, there was a practice.   They were an amazing office. And I remember this doctor called me, I was sitting on an airplane. I used to fly a lot more than I do today. We fly to our practices. We also have offices come together and we meet together for business and leadership events that are so fun. And we basically like get naked on our business in front of other people. And I think it's one of the most beautiful things. They're not physically naked. I feel like I need to like have a massive disclaimer on there. But basically, like we stripped down your business to the bare bones of   Kiera Dent (04:13.889) what is going on in your practice and what are the real things and what are the roadblocks with no nonsense. Like let's actually figure it out and then let's not spend our time fixing the 500 things that we could fix. A business will always have opportunities to fix and that's why it's a business. But the reality is I think as business owners and as leaders, our job is to sift through all the opportunities and pick the one, two or three items.   that are going to exponentially move us forward in the fastest, most effective, efficient way that will be the best for our teams, the best for our patients. And so that's where we strip it down to the bones, what's going on in the practice, and then we're able to help us identify what do we need to do over these next three months to make sure our practice is flourishing and thriving. And we do this in a group of like-minded doctors. We do this where you are really able to exponentially grow and we have your office manager come with you. Because when I attend events, I love them and I get hyped up.   but then I gotta go back and get my team hyped up. So we figured we are dentists and team consulting. We work with both. We don't just work with one or the other. We are comprehensive that way. And so really having this beautiful match made in heaven where the office managers also get to hot seat. They get to go through, they get to have these opportunities and they get to mix and mingle with other office managers to really pull and seep out the best of the best. So.   That's what we do. either go to you or we bring you together or a mixture of both. And it's so magical. And so this doctor called me and I was sitting on a plane and he was telling me how hard his practice was and how the collections were just struggling a lot. And he said, Keira, can you help me? And I said, well, actually, yeah, this is our specialty. My hunch is there's a lot more than just collections, but usually offices will reach out when cash flow is low. Obviously, right?   We're in panic. We need cash. How do we get this? Let's contact a consultant who's an expert consultant who's been there, done that, done that successfully multiple hundreds of times over and let's hire them. So cashflow, team turnover, culture, lack of vision, wanting to go to the next level. Sometimes there aren't really a lot of problems. I just want to go to the next level and what can we do for that? So those are usually the typical reasons why someone's going to actually reach out for consulting. And so this doctor, it was the cashflow, the cashflow issue.   Kiera Dent (06:25.187) Other times offices will also reach out for systems. I think that that's a very, very interesting thing too, to see, what are the systems we could be doing? So depending upon where they are in a practice, if they're like zero to a million, usually it's more about systems and foundations and leadership. If they're like a million to about that 5 million mark, it's usually optimization, leadership, cashflow sometimes in that area. And then if they're 5 million plus, usually it's like, let's take to the next level or like, let's get our systems dialed in or where can we do those small refinements?   And then when I'm hitting the offices that are like 10, 20 million, those ones are more like we're mass scaling. We're trying to get all the practices operating in the same direction. So, depending upon where you are, you may or may not fit. Maybe you're above, maybe you're below. Either way, that's really what they're looking for. So, this office, they're in that middle tier, the 1 million to 5 million range, but cash flow. Cash flow is hurting. They're struggling and they don't know why. So, going into the practice, first thing we did was we looked at immediately where can cash be hiding and cash can oftentimes be hiding.   in your AR accounts receivable and doctors I always feel so bad for you because you did the dentistry and yet we didn't collect and I always tell people I'm like how would you like to go to work and you go do the work and then you don't even get paid for the work and so that's where with teams I'm very adamant of you have to be collecting the money you have to be helping your doctor like we did the work we did great dentistry and we can expect patients to pay for that and so we immediately went to the AR and their AR was sky-high   and the money was right there. All the cash was there. Another practice we saw that there's $350,000 of AR sitting there. Well, no wonder our collections fell low because we've got AR there. So you need to put a system into this practice to actually start collecting the AR. So we started sending out statements. We had a process of when do we send the statements? How often do we send the statements? Who's working on these statements? What day are they working on the statements? Are we calling first, then texting, and then sending a paper statement? The answers are yes, we're doing those items.   but they didn't have it. And within a couple of months, this practice was able to collect over $200,000. You better believe that doctor saw the ROI of our consulting immediately. And now they also feel like they've got cashflow. But how did we get here and how do we stay out of there? So a lot of times in consulting, we go in and administer CPR immediately. I guarantee you when you get into consulting, there's usually a burning fire. And so we love to go in, we perform the CPR, we bring it back to life.   Kiera Dent (08:47.481) And then we're gonna check to see how can we prevent this from happening or what other areas can we optimize? And so with that, we came up with the follow-up, the collections procedure and how to get your collections and make sure we're watching that and have it as a whole team effort. So when patients are checking in, we're collecting, can we get credit cards on file so we're not having to call and chase these patients for statements? We are changing our verbiage of we collect at time of service rather than sending them a statement with insurance. We got better with our insurance verification so we could be more confident when we're presenting treatment plans and collecting balances.   I would much rather collect rather than have to go chase money. And I would rather give refunds rather than having to chase and get payments. And I think all of us would feel that way, right? We'd rather get our paychecks upfront rather than having to wait and hope that someone's willing to pay us. So this practice now is watching, keeping the collections at 98 % immediately fix the cashflow area for them. Other things that they were able to do was from there was helping the culture and fixing the culture because when cashflow is tight, doctors are stressed.   Like truly it just, and then it trickles down to the whole team, morale's low. Then we feel like we've got this desperation. We're constantly trying to get these patients to pay. And so helping them there. so then from there, what we did is we were able to help this practice focus on treatment that they actually love doing. And then brought on an associate to be able to do the treatment that the doctor didn't want to do, keeping the collections high, working on perfect handoffs, helping the hygiene team tee up treatment for this doctor.   and then be able to thrive and allow the office manager to truly manage the practice. So the doctor then is able to focus on doing dentistry. And we say like, you know, have you ever heard that like running a dental practice is hard? Well, that only team comes in and takes that stress away from you. So you can focus on being a dentist and doing what you love again. And that's where we shifted over and help your office manager do what they love. And that's the practice stats, the HR, the business management, training and coaching that office manager up to truly be almost like a COO.   of a practice to do the operations, to do the financials, to do the statistics, and managers love to do this if they've got the right DNA for it. So doctors love to do the dentistry piece, and office managers love to do the management piece. And so teaching both of them how to yin and yang together, so that way it could be this dynamic duo. It could be this incredible practice that's working, and then be able to let go of a lot of the admin pieces. So now this doctor is able to delegate to check in.   Kiera Dent (11:05.337) to verify to know these things are being taken care of. And they're able to figure out the top KPIs that this practice needs to be watching with collections is number one, because they know that that's their danger spot that they can get into hot water pretty quickly. But they have the process, they have the protocols, they have the system in place to where it's not team dependent, but it's system dependent. And now they're all able to watch their collections, manage the practice and the doctor is thriving. And it's interesting to watch this doctor from when they called me and I was sitting on the airplane and the stress and the   The true like despair, which this happens when I talk to offices and I truly like my heart and passion. say life is my passion, dentistry is my platform. I am obsessed with helping people have their lives that they want to live. I'm obsessed with giving people that freedom back. I'm obsessed with like unshackling the chains of practice ownership that can come.   Like I'm obsessed with helping doctors be free and still be so profitable and love doing dentistry. And all it is is right person, right seat that's accountable to their tasks and they actually know what they're doing. And so being able to give this doctor their life back, being able to give this office manager the skills and the tips and the tools to be able to be so successful and drive this practice forward is literally why Dental A Team was created. Your success as a practice is our freaking passion. We want you to be successful in life, in business, in team, in patient care.   And that's our passion and that's what we're dang good at. And so for this office, now what they're able to do is everyone's been able to rise to the occasion. They're able to attract and have great team members and patients come to their practice. It's less stressful, greater morale. They're not having to do as much busy work because we've got true, true, true, true engagement and interactions. We're collecting so cashflow is no longer an issue. We know what we need to produce. We've set up the block schedules. We set up the dollar per hour production. So now this practice knows what they need to produce.   And now the whole team knows this is what I'm responsible for. This is how I can help grow the practice. Every person's right person, right seat, doing what they love, their zone of genius. Of course there's zones that we don't like within our zone of genius, but most of their day is on stuff that they absolutely love. You could just imagine from where they were to where they are today and how much stress is gone. How much happiness has been brought in. How much better patient care is brought in. How much better the team is all working together.   Kiera Dent (13:22.665) This is what we do. This is where I love to like take the knife and cut back the curtain and show you this is what we do within a practice and how this took about a year to do. We immediately like I said, bring in that 200,000 cash. Sometimes we can turn a practice around that quickly. Other times it takes a little while to get there. Both are okay. It's okay. Because every practice is not on the same path and every practice doesn't need the same thing, which is why it's completely 100 % personalized to your practice, to your needs and to your vision.   I am not here with a cookie cutter model. We don't do that. We come in and we say, where do we need to administer CPR? What's the next layer? The next layer, where do you need to be in six months, 12 months, 24 months to be living the life you want, to have the practice of your dreams that's your reality and to be thriving, not just surviving. And so welcome to Dental A Team Consulting. Welcome to this practice. This is what we did. This is how we have it. Of course, there going to be other fires that come up. Of course, there are other things like case acceptance and handoffs and hygiene production per hour and...   Making sure that our morning huddles are effective and efficient But we're never gonna come in and do those items unless your practice actually needs them Why there's no reason to create busy work when you are already thriving in certain areas. So that's why teams love us That's why doctors love us because there's no busyness and people wonder like how long did that take care? Like I said, it was about an hour and or excuse me a year and then every month It's about an hour and a half of coaching time and then in between follow-up   working on it, but that's team training, that's doctor training, that's getting us focused and aligned, that's focusing on the most important things, that's doable and efficient. We're not here for inefficiencies. We're here to make your life easier, more effective, more productive, more fun. Like I said, you know how running a practice can be hard? Well, Dental A Team takes care of that so you can love being a dentist again and doing what you love. And that's what we're here for. And I would love you to be our next office autopsy practice. I would love to see where you are.   We have practices that are going from 1.5 million to 4.5 million in a year. We have offices adding $13 million of production. I have other offices that are getting their systems in place and they're actually able to decrease their overhead by five or 10%. I know those numbers don't feel as sexy as the 5 million or the 2 million, but guess what? Sometimes you don't need to be adding all those millions of dollars. You just need to be reducing the stress and getting your life back too. And so all of that.   Kiera Dent (15:38.869) Is what we love to do. It's all personalized It's all completely built around you your practice and what we see and we're gonna guide you through that And so I would love you to be a part of that Be our next office autopsy reach out. Hello@TheDentalATeam.com We give you a complimentary call and we're going to give you massive value for your practice whether you work with us or not I hope you choose to I think Dental A Team's incredible come strip your practice to the bones be uncomfortable But that's where the uncomfort like in the uncomfortable is where the success lies   getting uncomfortable, recognizing like, hey, there's a better way to do this and I'm going to be brave enough to take that risk, to take that step and to do it with people that I trust, that I know, that I love, that are going to make sure I don't fall. And that's exactly what we do. So reach out Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.

Loneliness and social isolation are factors in an epidemic across the United States. Kiera takes the time to talk about ways to fight back the loneliness in our everyday lives. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.9) Hello, Dental A Team listeners. This is Kiera and I hope you're having a great day. I hope things are going so good in your world. I'm so grateful you're a part of the podcast family. I really enjoy podcasting. enjoy, gosh, we're coming up on what is it? Our fifth year. gosh. I think even maybe our sixth year. The podcast is released in 2019. So yeah, we're coming up on its sixth birthday this year. my gosh.   I'm gonna have to fact check myself. Let's just say, Dental A Team is gonna be six years old. That's insanity to me. Maybe it's five years. Might be five? It's gotta be six though. Happy birthday Dental A Team podcast. But if you've been with me, I've enjoyed it. I enjoy the time. I'm so grateful for each of you. And I hope that I've been able to give you tactical practical tips and infuse your world with positivity, truly, because my mission is to positively impact the world in the greatest way possible. And I currently do that through consulting, expert consulting for doctors and teams.   So today I wanted to talk to you about something that I think a lot of us are seeing. It's interesting because there is something we have leadership, we have solo practices and loneliness. And there's some studies that have come out. So this one's from The Guardian, just recently released. And they're talking about how loneliness, it says more broadly, lacking social connection can increase the risk of premature death as much as smoking up to 15 cigarettes a day.   In addition, poor or insufficient social connection is associated with increased risk of disease, including a 29 % increased risk of heart disease and a 32 % increased risk of stroke. That to me is astronomical. And so I was thinking about it, like literally they're showing that loneliness is actually worse for us than 15 cigarettes a day. can kill you faster than that. And yet like smoking was one of the greatest like killers of the world. And so thinking about this of like,   what causes this and like, you know, leadership is lonely. Owning a practice is lonely. Being a CEO is lonely. I'm sure hygienists and dental assistants, we can feel it's lonely. And yet we're working with so many people, but yet it's a lonely space. so realizing that loneliness is such a prevalent piece and it actually is shown to kill more people. What do we do for this? And they say loneliness is as bad for our bodies as it is for our minds. There's doctors   Kiera Dent (02:27.95) The US top doctor surgeon general Vivek Murthy is so worried that last year he issues an urgent warning about the epidemic of loneliness and social isolation. These are not quite the same thing though there is a big overlap. Social isolation describes an objective lack of social connections while loneliness is all about perception. You can be lonely without being socially isolated and if you're lucky, vice versa. And so just looking at this like we used to be in a society that was so connected.   Right? Like you think about communities and you think about tribes and we think about going back to even archaic times where people were in tribes and there were cavemen and cavewomen and we all hung out. And then you think about like when my husband, I went to Bali, families live together in these communities and you don't leave them and you stay with them. And there's such a community and camaraderie and everybody knows what's going on and you're there. And I think in, in the U S especially social media came out. Right? So we're   We're more connected, but we're actually more lonely than ever before. And they also were talking about in this article that people are actually afraid to admit. It says many of us struggle to admit we are lonely. There is a tremendous stigness, says Mark Rowland of the Mental Health Foundation. And so looking at this, it's like...   Kiera Dent (03:47.214) How do we combat this? Leadership's lonely. Owning a practice is lonely. And on this one, says, like, loneliness is not insurmountable at any stage of life. But it's very difficult when it's, let's say, rusting away at your mental and emotional life without you even naming it. Bringing it into the light and sharing with yourself and then with others is really the first step of breaking the cycle. And so today, I just kind of wanted to talk about   What can we do to combat loneliness? They have some ideas in this article of what you can do. They say, you know, try to keep busy, have hobbies like gardening, jigsaw puzzles. They also said it's important that these things are fun or fulfilling. Be careful about working too hard or watching TV shows simply as a distraction. They will only delay or suppress your feelings and could actually make your mental health worse. And then they talk about like stimulate your mind. So podcasts kudos to you on being on podcasts.   comedy, fitness, like work related, whatever, get moving. Physical exercise can help with loneliness. Try to engage with the people you meet. And I think about how often do we go to Starbucks or are we on a train or are we at a coffee shop or are we at the grocery store and we've got AirPods in, we've got our phones up. I mean, so often I think our phone is our best friend. I was at a bachelorette party and I don't drink. And so I'm always the DD with my Shirley Temple and   they were all dancing and I kind of just felt like I would and I also watch all the stuff. So that's kind of my world. And I remember sitting there and I felt very lonely and yet I'm in a room of a ton of people. Instead of talking to someone, what do I do? I grab my phone and I instantly look at my phone to make myself not feel as lonely and like look at social media and feel like I'm doing something to connect. But like talk to people, say hi, ask them about themselves. I think we've lost the art of communicating with people. I remember talking to someone and they said that   they, excuse me, that they did, they have a, some of them they're dating and they don't even see each other and they're just like 30 minutes away. And I thought, my gosh, like, no wonder we're so lonely. and they also said in this article, find people who get you, spend time with pets, try to use social media in a positive way. And then talking to therapists can also help. And I was just thinking like,   Kiera Dent (06:09.124) These are really, really, really important things and like prolonged social isolation and loneliness are truly like so close to smoking. What are we doing with it and how can we stop it and what can we do to combat it? And so I was just thinking for you, what are you doing to combat your loneliness? Do you have friends? Do you talk to people? Are we so on our phones and social media all the time? Do we put our phones down and do we engage with the people around us? Do we build hobbies?   we go to the gym? I will tell you, I am not a gym human. But I actually am now. And I love going to the gym because it gave me people around me so I didn't feel as alone. Talking to family members, but having people around you and I think having five friends within five miles is so paramount, true friends that you can talk to that you can tell things to. But even within leadership and in a practice, I found it's always super helpful to have mentors to have a community to have people who get me.   I joined Tony Robbins because those are entrepreneurs who go through the same struggles I do. I made a friend group within that group and we meet every single quarter and we talk about like, what are we going through and how can we help each other and where are our numbers at? And we work through the pieces of it. And I'm so grateful for that. My team, we're all a virtual team and yet we communicate all the time with each other, but I miss the in-person engagement. And so we are bringing our team together.   more consistently and meeting with each other face to face to combat that loneliness. But for leaders, where are you going and where are you communicating? And do you have a network? For me, my coaches are huge for me. And yet I think that there's importance for loneliness to combat it, to have coaches that we pay for and to have mentors and mentees and communities, but then to also have our own personal. Do you have friends? Do you have people that you talk to? Do you have hobbies? Like,   Jason and I, I love the memes that are going around of like when my extroverted self makes plans and my introverted self has to fulfill those plans. And I keep saying like, I want more friends and I want to have more people around us. I, cause there is, it's a lonely world. And the way that you're able to then share with people is by knowing them and getting to know them and spending time with them allows you to open up and to share your struggles and to share your life. But without that, it's tricky unless they're paid as like a therapist or a coach.   Kiera Dent (08:29.732) And I remember there was one night we were invited to a birthday party and I'm like, my gosh, it's the weekend. I don't want to go. I've output so much energy at work this whole week. I just want to recuperate and recover. And there are times to do that, but it was so fun because I'm like, okay, we'll just go for like 15 or 30 minutes. And sometimes I think that's all we have to do for ourselves is it's 15 or 30 minutes that we're going to go, but we're at least going to go socially engaged. And it was actually so much fun. And we ended up staying for three hours and   had the best time and we were so fulfilled and it was so good to spend time with friends because then we saw them the next day and like that's how you build these things. But I do think it takes intentionality. I don't think it just happens. But I think realizing everyone's lonely. Everybody is sad. I mean, I think it's varying degrees, but a lot of people feel like people don't like them. A lot of people feel like what's wrong with me and why does everybody else like them? It's socially perceived like falsehoods. They're not.   It's not real. All of us feel the same way. And so how can we combat this? Because if we realize that loneliness is as deadly as cigarettes, 15 cigarettes a day, that's a lot. And then it's also increased risk of disease, like heart disease and stroke. Well, I think that it's time for us to combat this loneliness. And so I think join a community, be a part of a community. I don't care if it's working out. I don't care where it is, but like,   It's going to feel uncomfortable. Do it anyway. It's okay. You're going to be uncomfortable at the beginning. Join a group. That's honestly why Dental A Team is bringing our people in person because I got so tired of hearing our offices are so lonely. They feel isolated when I'm like, you don't have to be, you don't have to be alone. You don't have to do this alone. There's so many people around us, but I think it's also proximity. Proximity makes things easier. I know I can attend virtual events with Tony Robbins and talk to people online, but when I go to the actual event,   Even though I drag my feet and I don't want to go and I'm a social person, you guys, like I enjoy people, on the culture index. I'm literally in the like 99th percentile of liking people. Like truly I like people and I drag my feet and I don't want to go to these things, but when I'm there, I meet people and you talk and you have the side conversations and our doctors coming in person, they go and they hang out with each other. And so many people say like, yes, the content is great, but meeting people in person and sharing.   Kiera Dent (10:49.692) a drink with them or hanging out with them at the coffee shop the next morning. That's where bonds are formed. That's where friendships are made. That's where that's where we're able to help serve and lift each other up. And we do it for doctors and office managers because leadership, business and leadership can be very lonely. Can is the key word. does not have to be. It's a matter of how are you doing it? What are you doing? And like, what are you doing proactively to prevent the loneliness? But I think being aware of it, knowing that it's very real, not doing it alone.   is something I'm very pro. I'm very pro mental health. I'm very pro having a therapist. I'm pro having a community. I'm pro having a coach. I'm pro those things because I know that like we've combated so many things in this world. We've beat hunger for the most part. And I understand there's countries that don't have it. I'm not here to sound like I'm not aware of that. I think for the bulk of us here in the US, hunger has been something that's been eliminated for us. And I think that we do have an effort to help other people.   Even people in the US who are struggling with that, but I think the bulk of the people listening to the podcast probably are not struggling with hunger right now. Most of us aren't struggling with where we're going to be living. Most of us aren't struggling with household duties. We have washers, we have dishwashers that we don't have to do those things. We can go to the grocery stores and have food at our fingertips. We don't have to make our own clothes anymore. And yet the next zone that I think we're facing is truly like an epidemic is loneliness.   before it was like, what are we going to eat? We had to like send out hunters and gatherers and go get our food every single day. And then it was, how are we going to survive and have shelter and not have someone come murder us? And now that, that it's not perfect, but it is less. and then it's like, then how do we like get food that's affordable? And we've gotten like that down exponentially that I think now it's, it's loneliness and having friends and having community and having people around us and supporting us.   we've tackled so many things and we've helped on so many levels that now how can we stop this epidemic of loneliness? And I would say today, I encourage you to share this podcast with one person and have them become a friend. I would also encourage you to get five friends within five miles, not just remote friends, but five friends within five miles. I'd also recommend you get a coach within your industry to help you. So if that's management, if that's leader dentists, if it's us, if it's someone else, phenomenal.   Kiera Dent (13:10.48) But have somebody who can be there who can guide you through your business decision So you don't have to do that alone and then I'd really encourage you to do a hobby that gets you out of your house We figured out like we have Instacart. We have things that deliver for us. We have uber eats We don't have to go anywhere but force yourself to go somewhere and when you're there put your phone away and say hi Engage in a conversation. It feels awkward. It feels awkward for me every single time But it's also the way that we're able to combat this we're able to to bond to forge   and to make it to where we actually are thriving rather than killing ourselves off due to being lonely. And if we can help in any way, if I can be a friend for you, if we can be a consultant for you, if I can guide you in a right direction, I'm here for it because mental health is real. Loneliness is real. Feeling alone is real. Feeling like you have to do this on your own is real. But I also want to say that they can also be false. They can also be things that we can...   not to say that they're false and your feelings aren't valid because they are, but it's also, could just be that there's ways that we can help solve it and we can solve it forever for you and get you a community, get you around people. found when I like, instead of being so isolated, I actually went external and I started talking with people and I hired a coach that was a trainer for the gym. And I talked to my business coach to help me go through it. And I brought my team in person and I joined a community of people.   That's where you start to feel fulfilled and you don't feel lonely. Cause when you have something that comes up against you, you have a resource of people around you and it's not just on you. So I'm going to encourage you to stop living lonely and to, to forge those friendships this year, for your own health. I don't want you to die. I don't want you to be gone. The world needs you. And so let's do this together. And I'm here to help and support you email me, reach out. Hello@TheDentalATeam.com. see all your emails. I see all your messages and I will respond to you. So reach out.   Whether I can help you as a friend or as a consultant or both. I want to make sure that you're, you know that there's support out there and you don't have to be lonely. Come be in person with us. Come hang out with us. Come have fun. Whether that's your comfort zone or your uncomfort zone, it's good for you for growth personally and professionally. So come be with us. I'd love to have you be a part of it. Reach out. Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

Kiera is joined by DAT Consultant Dana Morsell to talk about common leadership pitfalls, and how you can overcome them. They discuss such points as: Thinking you have to make all the decisions Navigating a lack of creativity or problem-solving Being too focused on goals, and not enough on happiness And more Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.758) Hello, Dental A Team listeners. This is Kiera and today is a great day. I have the one and only Dana Morselle on the podcast. Everybody who works with her loves her. She won our review challenge. If you want to help Dana out and you love her on the podcast, go leave us a Google review. Make her even the more triumphant winner. But really, like it would be awesome. We have a goal to hit 100 Google reviews before the end of the year. So you guys do it for your practices. We're asking you now help us out. If you love this podcast, go leave it.   Dana, how did it feel to win the Google review? Like most loved consultant apparently, according to those reviews, how did that feel for you?   Dana (00:34.995) It was awesome. It felt really good. I wouldn't say most loved. I think that I have some viable competitors that are amazing. And it just felt good to see the love, not just for me, but I think for Dental A Team and all the things that we bring. I think being able to make an impact is so special to me. so, you know, seeing it in words just brought a lot of joy.   Kiera Dent (00:40.836) you   Kiera Dent (00:57.732) Mm-hmm.   Kiera Dent (01:01.856) I agree. It was actually so incredible because I think that that's the proof, right? That's the proof of what we do. it's the proof of our clients showing up as well as the proof of our consulting works. Our consulting gets results. Our consulting changes lives. Like I say often, life is my passion and dentistry is my platform. so helping people have their most dreamy lives and doing it through dentistry and helping the systems and the pieces and helping evolve these leaders and   Day in day out loving them. I'm so excited 2025 we are doing in person events for business and leadership and I'm so excited to meet people more face to face and to have more collaboration and to have these brilliant offices and Offices who feel like they're not doing so well All of them are brilliant in their own way and helping them see that they have a special sauce even if they feel like   I'm less than I know when I go to groups, I'm like, what the heck do I have to bring to the table? And I think that that's just so unfortunate that as humans, we've trained ourselves to think that we're less than when as children, we were brought into this world believing that we're more than and so helping people realize they have something to bring to the table and what do you have to give and what can you share to help these other offices flourish? Gosh, this is what I'm here for. This is what we're about. So bring it on. If you want to be a part of our inner circle, reach out Hello@TheDentalATeam.com.   All of our clients were super pumped to have you, but yeah, reach out. is limited spacing. And so our venue has been booked. It's in Scottsdale, Arizona. And so if you want to be a part of that, reach out. Hello@TheDentalATeam.com have virtual and in-person, so be sure to check out. But Dana, on the topic of leadership, so business and leadership is really what we're focused on. You had an interesting point of on-call that we're always talking about, like leaders, leaders, leaders, and what should leaders do? But Dana, brilliant. Bring in the topic for today and let's dive right in.   Dana (02:49.661) Sure, so today I thought it would be fun to take a look at the flip side and like what are things that leaders commonly do that they should stop doing or are barriers or are holding them back?   Kiera Dent (02:59.536) I love it. Like the flip side of leadership, because you're right, like, leadership can feel like you've got to do, do, do, do, but actually, there's a lot of don't do and stop doing. So Dana, take it away. Let's get into this juicy. I'm really excited for leaders to hear. I actually think it's a breath of fresh air for leaders. Like, there's something I can stop doing. Amazing. I'm like pen and paper in hand. Let's go.   Dana (03:22.781) Yeah, yeah, and I think number one is stop feeling like, for me, that I've been talking about lately, is stop feeling like you have to make all of the decisions. And I think that as leaders and as practice owners, we feel like I have to be the one to make all the decisions. I have to be available for everyone to come to me with everything. And I think that going in with the mindset of stop doing that.   because you have capable people around you. That's why you hired them. That's why you brought them on. And so I've just been talking about it so much lately and it is understand that your team has the potential to make decisions and to find solutions and to do the things alongside you and with you and you don't always have to be the decision maker.   Kiera Dent (04:14.76) Amen to that. And I think it's tricky because I think we're so I'm almost like attuned to speaking up so quickly. And I know I was just in a leadership meeting with our leadership team. And I literally had to sit there and bite my tongue. But you're right, Dana. You want the team to come up with the solutions. You want them to struggle. You want them to throw out ideas that aren't the best ideas. Allow them, because that's how you actually got good at making decisions as a leader. And I find so often,   Like I think about, I want robots or do I want humans that think and take responsibility for their actions? The more they do it, yeah, they're going to fail. But like, is it really failing or is it actually just learning? Some things will be wrong. but ask the team. And I think a good way to redirect, if you're like me and it's like, I have the answer. I have the answer. I have the answer. Like, I just want to keep giving them the answers and telling them is what do you guys think? And then I literally have to sit there and in my mind, like count to 10, like one, two.   Like let there be silence because if you can let there be silence, they'll start to realize you are not going to always give the answers. And what do you think? And asking maybe some of your quieter team members, like, what do you think? What do you think would be the solutions? Our quietest team member is Shelbi and Shelbi sits and observes and Shelbi has wisdom beyond. But sometimes unless prompted, she won't speak up. And so really giving some of them an opportunity to might help you. So I love that, Dana. What happens if your team has a really dumb idea though? Like that's a real thing. Like, okay.   I'm not gonna have the solutions, but they come in and it is like, no, what do you say then? Cause you don't want to disempower them, but you also don't want to be the one who's like making all the decisions. How do you navigate that?   Dana (05:55.793) Yeah, and I think if there's any part of it that you can take that is good, right? Consider that. And then I think, you know what? Keep bringing those ideas. I love that you spoke up today. Keep those ideas coming. You don't have to say that it was a terrible idea. You also don't have to necessarily acknowledge that it was a great idea. But what you want to do is keep the focus on keep bringing them to me. Keep speaking up. Like so proud of you for being confident to share an idea today.   Kiera Dent (06:23.14) Mm-hmm. And I also think like another piece on it is asking your team like what What what do you think we should do about this? So instead of it like I know we'll have in our slack chat of hey I have this question What do you guys like what do you think and I love to redirect and be like hey? Why don't you tell me what you think first? And then I can give you some solutions and say I want you to do this because I always want you coming with solutions I always want you coming with answers because I like what if I'm not here one day?   I need to make sure I'm training you all to be able to make decisions just as good or better than I am. And if you have that mindset and the team knows that, now they're empowered to do it. So tip number one, leaders, stop making all the decisions and empower your team to do. All right? I love it, Dana. What else? What else do you have for leaders to stop doing?   Dana (07:07.528) So one thing that I have been thinking about lately is, it's going to come up, you have to hear me out on this one, right? so, it stopped being so goal focused in that don't put goals over happiness.   Kiera Dent (07:15.722) Okay, I don't know what she's about to say, it's surprise for me too.   Kiera Dent (07:29.188) you   Dana (07:29.201) And I feel like so often I keep seeing that like, yes, we want to build goals. We want to talk about goals, but also need to assess that are these goals that you're setting just because you want to achieve something or you want to win or you want to just go to the next level, but yet they don't bring you happiness. So when I say don't be so goal focused, is be happiness focused too.   Kiera Dent (07:51.556) Yeah.   I think a good, as you were saying that it made me think of like, is it ego focused or is it happiness focused? And Tiff actually gave me some really good feedbacks. I'll speak to this. She said, Kiera, I think you need to stop and enjoy where we've been and where we are. She said, I think it's really hard for you because like I am a driver and I want to keep going. But she's like, but Kiera, you being happy with where we are does not mean we're not going to work on goals as much. It doesn't mean that we're not going to keep growing. It doesn't mean that you're becoming a lazy boss. She's like, it   really is appreciating and being happy with where we are. And Jason says it to me all the time, my husband, he's like, Kiera, like, why is life so good? And I'm like, what are you talking about? We have all these other things that we to be working towards. But I think it's right. Like it is, it's sacrificing the happiness and the joy that the goal is even supposed to bring you. Like if the, if the goal is not bringing happiness, then what the heck are we doing other than feeding egos? And happiness is a much faster drug than ego. Like it's very much, it will, it will be longer term. It will help you so much more. It's more fulfilling. It's more   sustaining. actually really love that. I think it's like make sure that these goals are actually driving happiness and maybe not just ego too.   Dana (08:59.399) Yeah, I agree. I feel like sometimes we build goals and then we lose our why we're even doing it to begin with. And so I think resetting and looking at that, and it doesn't necessarily mean we don't set goals or we don't focus on the goals. Sometimes it is just like, what is our perspective on the goal and what it brings to us?   Kiera Dent (09:16.101) Yeah, because a lot of goals, I actually had a epiphany this year. I've got these goals and these numbers and they mean nothing. Like they're just numbers that are arbitrarily put there. Do we still as a team, you want to work towards that? And now the goals are funnier. Like they're, they're fun goals that like the whole team's rallied behind. And I, I had to take a step back to see when I set the goals originally, they were meant to serve a purpose, but is it still serving that purpose anymore? Or do I need to redirect and reconsider?   because sometimes I think we put ourselves in a pressure cooker trying to hit this goal that we said, rather than being like, let's have a redirect, let's have a reassess of where my life is today. And do I still want those same things? And I think it's very important. That's why I love our quarterlies. That's why we do our, the way we're setting up our consulting is checking in quarterly to make sure are we still headed on the path we want to go to, checking in annually, where are we going? And like helping you really build those maps.   to make sure and then giving you the permission to recreate the canvas because you're not the same person you were when you built these originally and your life looks different and you look different and you're like for me, shoot, we went from like this wild out audacious goal to like, let's do something that's actually sustainable and more fun rather than this crazy audacious one. It doesn't mean we don't want to grow, but we don't want to grow just for the sake of growing. We want to grow because it's fun and it's intentional. And I think that's brilliant of being intentional with your goal setting.   and being happy with it rather than just striving. And both are good. So don't feel like we're saying like, schmuck. Like, no, you don't need to. You can do both. That's brilliant. All right. What else do you have? I love these, Dana. I had not thought of this.   Dana (10:43.549) Yeah.   Dana (10:49.039) Okay, yeah. I think one thing is for leaders, stop feeling like you can push your team from behind. And what I mean by that is just listening to a podcast and they just kept saying it over and over and it resonated with me so much when thinking of my clients and that is like leaders go first. And making sure that if you want a team that is accountable, you are accountable to them first. If you want...   a team that prioritizes the growth of the practice or prioritizes the practice, you also have to do that. so oftentimes I think we just think we can either drag them behind us or we can shove them through the hole without stepping forward and leading from the   Kiera Dent (11:29.122) you   Kiera Dent (11:35.414) Yeah, that's a really good point, Dana, because leaders need to lead. Like you're leading, you are guiding them, you are showing them. And I think like going back to the first point we talked about though, within that is leaders guide, but just because you're accountable, or just because you're proactive, or just because you're driving for this, does not mean you then go and do for each other person that's not doing it. It's hold them accountable to it and have agreements and expectations with each other.   of this is what we're agreeing to. We heard in our leadership meeting, like, let's not have expectations, let's have agreements. Expectations feel like they're placed on us, agreements feel like we agree to it. And so it's like, we have the agreement that we're accountable. These are the items we're accountable to. What's getting in the way, and I do expect you to rise up and own your piece in this as well. But I agree with you, Dana. It's very hard to say, like, do as I say, not as I do. And I've, gosh, it's been like something.   I was not super good with follow through when I started the company. Like it was my greatest like Achilles heel. And I just thought I can sit here and say like, I'm not good at this. Or how am supposed to expect a team to follow through? How am I supposed to expect a team to show up if I don't show up consistently? And so I think it's brilliant. Like you do need to set the example and you do need to hold them there, but not do it for them at the same time, especially those high drivers. I know I love to do. like, it's okay, Dana, I can help with this or it's okay, Tiff. I can help with that. That's not helping. That's hindering.   And then everything's on me. And I think reading the book, the one minute manager meets the monkey. I think that's the one that's like, don't take other people's monkeys because you're a good, a good leader. A good leader actually encourages them to figure out how to handle their issues, how to take care of them without you taking it on. You remove the roadblocks, you set the set the example, set the guiding star, and then make sure that they're rising up to do it as well. Like that's true leadership. It's not doing, it's not pushing, it's not shoving. It's a brilliant, brilliant, brilliant Dana.   And why is it hard? I think it is hard. Because I people are like, no, I want them to show up on time, but the doctor doesn't show up on time. No, I want them to be accountable, but you don't send your clin checks on. And you don't follow through on the things you said you would do. How do you balance that? I think I've got an idea, but what's your idea?   Dana (13:44.615) think that when you see things not happening the way that you want them, first self-assess. And I know self-assessment can be really hard and often difficult. But if you keep feeling like, I'm running into this roadblock of, yeah, reliability, well, self-assess first and say, am I inspiring and showing reliability in myself? Or what we seem to lack accountability as a team. The team lacks, like, we'll take   self-assess first and say, there any part of this that maybe I am portraying or that I own or that I could do to inspire them to be better at that area?   Kiera Dent (14:23.212) Yeah, no, I think it's really, really wise to do that self assessment. And then I think also, maybe pick your one, two or three things that you actually want to do. For me, it's high accountability. Like Dana will know if I put it in there, like I will not. How long did I do Friday five until I delegated it to Britt? Like it was it was forever. The team knows I will always follow up on it. They know that I'm going to hit my due dates like I will hit my rocks like that is who I'm going to be because I'm   I don't feel like it is fair to set a standard that I'm not willing to. And if we drop the ball, I will own that, but I'm not going to make excuses for it either. so I think it's like, but those are my main things, like be accountable, get your job done and hit the numbers that you agreed to hitting. And then like do what you say you're going to do and follow through on that. But that's the accountability piece. And I realized that I'm not perfect at that, but it's like...   But we keep showing up and we keep striving to be better. And the reality was I have to set myself a bajillion reminders. I have a reminder for Friday five. I have a reminder for my tasks. I look at my rocks and I'm like, okay, I know I've got a busy week, but I've got to get these things done. I will work late on certain days, but that was due to poor planning, not because I want people working late. Like that was on me. But if I committed and I agreed to that, I need to show up if I want my team to show up as well. And so I think for you leaders as well listening to that.   You're not going to be perfect on everything. And I think it's pick your three things that really matter to you. And for me, it's accountability. It's doing what you're saying you're going to do, which is that, and hit the numbers that you agree to and get the results that we agreed to. Like that's really, like, I want you getting those pieces done. I need to do the same thing. I need to show up on it. But I think like, that's, think how you can not spin so far on like, I want everything perfect. It's not going to be that way. Like let's stop, let's stop setting that bar for ourselves.   And let's focus on the three areas that you really want. And I think that that's actually better leadership. It's smarter leadership, and it's actually growing it with them too.   Dana (16:17.245) Yeah, yep. And then actually segues right into what I was thinking of as my last thing and that is stop not giving yourselves grace. Because I feel like I hear so much on calls and on some of the events that we do. It's just like, I'm just not a great leader. I'm a terrible leader. And I often want to say because you are so concerned about it, right? That honestly is a sign that you can be a great one.   And so I think that oftentimes leaders hold themselves to just unrealistic expectations or they don't realize that, you know what, like leaders aren't born, they're made or they're grown. And that like, there's just always space for growth. And sometimes you just have to give yourself grace to get there. And to know that, know what, I'm going to seek out the knowledge. I'm going to seek out a coach. I'm going to listen to podcasts. I'm going to read books and I'm going to get there. But I'm also going to give myself grace in the meantime.   Kiera Dent (17:10.776) As you said that it like actually made me want to just cry because it's like gosh like I had not thought about How hard we work as leaders and how how much love there is I think in leadership and it made me think of I was talking to a doctor last night and She's just like, you know, I'm just not I'm not good and she said I'm so good at self sabotaging and and self sacrificing myself and That also made me kind of stop in the moment of like but why?   I truly do believe that we get what we focus on and I think that there's this space that we think it's humility, but it's actually Deteriorating you as a soul and so it's like if I'm constantly sitting here thinking I'm not a good leader I'm not doing that we actually make that into a reality the strongest force in human nature is to act consistent with who we believe we are not who we actually are and so to this doctor I said well gently I might suggest that we stop with the self-sabotage and start with the self like   lift and I think it's so we're so afraid of ego. We're so afraid of not being this humble leader that we self-sabotage and deteriorate ourselves and like think we're awful and beat ourselves up but it's like you beat yourself up so many times it's very hard to come back up and so I really did love that Dana like give grace have the humility and really focus on what kind of a leader you want to be and even if you're not that maybe even asking yourself like a leader who has grace or a leader who like I think about   have my my hero leaders. And I think about them and I'm like, okay, so what would we'll just use Tony Robbins, you guys all know I'm a huge Tony Robbins fan, like, what would Tony Robbins do in this example, or my really good friend Pierce, he's a really strong CEO. And I'm like, well, what would Pierce do in this moment, and I start to act like that leader and I start to become that leader. But I do love that Dana of becoming like giving the grace. It's a and I love that you said it's a journey. It's not a it's not a destination. It's a journey. We're forever going to be striving and it's like,   If I realize that it's a lifelong journey, I'm not going to be sprinting and destroying myself at the get go. I'm going to be giving the grace, the constant validation. And I think like be your own best cheerleader too. Like I think I'm a dang good freaking leader. I think there's areas to grow. think there's areas to zone and then go pick mentors. Like you said, go choose people that are really good in those areas. I think that's why I love consulting is we're able to give them good examples of leaders and also why we're bringing our doctors together. I'm just going to like throw another plug for that.   Kiera Dent (19:37.218) Because when you see other people, you stop comparing upon an invisible measuring stick and you start to realize how good you're doing. And then maybe looking to see other people that can help you become 1 % better rather than striving for this unattainable perfection that's just an illusion and honestly the lowest standard that you could ever achieve. Perfection is the lowest standard because you'll never achieve it. And it's truly, in my opinion, dumb to say that I want to be this perfect leader or I need to do these things. It's dumb. It's unrealistic. So why are we even doing that?   I want to be a leader who gives grace. want to be a leader who leads from the front. I want to be a leader who does what I say I'm going to do and holds my team to the same standards. I'm going to be a leader who has goals that inspire me and makes me happy. I'm going to be a leader who allows my team to make decisions because I trust that my team is better than me. I trust that I surround myself with people that are brilliant because what we believe in our teams is actually who they become. It's not who they actually are. It's what we believe that they're capable of. They rise or fall to that standard.   And I think we do as leaders as well.   Well, Dana, that was such a fun, different topic, a different spin to leadership of what leaders should stop doing. And I think that's brilliant. And Dana, I think you do such a beautiful job of growing leaders and teaching offices how to be strong leaders from the doctors to the office managers to the team leads and just really giving them that guidance. And I think that that's probably a passion project that you have, which is why you're so passionate about it for sure. Yeah.   Dana (21:05.191) Okay.   Kiera Dent (21:06.926) Well, for all of you listening, stop doing these items. Start becoming that leader that you are destined to be. Your team needs you. Your team needs you to be that leader. And honestly, I think leadership can be lonely, but it doesn't have to be. So get the support, have the friends, have the people in your corner, have Dana in your corner, have Dental A Team in your corner, have someone in your corner that knows how to lead to give you that guidance. And stop beating yourselves up about it too. And if we can help you, here for you. Reach out Hello@TheDentalATeam.com.   And as always, thank you, Dana, for being on the podcast today. was always just a good time with you. Of course, and for all of you listening, thanks for listening, and we'll catch you next time on the Dental A Team Podcast.

“Humans want to move, and life gets in the way.” Those are the words of Laura, Kiera's personal trainer, who's the guest for this episode. Together, Kiera and Laura discuss overcoming the often quite sedentary life of dentistry professionals by bringing on a source of accountability. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.9) Hello, Dental A Team listeners, this is Kiera. And today I am so freaking pumped to introduce you to one of my dearest friends, someone who has transformed my life and that I just cannot wait to introduce to this audience. Welcome to the show, Laura, my personal trainer, macro guru, the one who knows all the things, who's helped me through so many personal injuries and actually has been able to like make a busy life, work with working out. Laura, welcome to the show today.   Laura (00:04.089) And so, we're going to end it here.   Laura (00:27.021) Thank you. I'm so happy to be here.   Kiera Dent (00:29.614) I'm so happy you're here because I think that you have changed my life and you and I were chatting at the gym the other day and we actually talked about, well, I work with dentists, dentists are very busy, entrepreneurs are very busy, office managers are very busy and yet figuring out how to fit in this working out, eating healthy, taking care of ourselves. And you made a comment, you said, Kiera, they invest in their businesses, but their businesses require them to be their highest self like.   Let's do a podcast and talk about that. So I'm super jazzed to have you here today. Talk about all things. And as a fun side note, I did look up some data and believe it or not, if you work out, you make more money. So let's just add a little plug there too. But Laura, like let's kind of tell our listeners a little bit about you. How did you get into working out? How did you get into being this macro fitness guru that you've become that's changed the lives of so many? Kind of just walk us on your journey today.   Laura (01:00.461) Yes.   Laura (01:09.049) There we go.   Laura (01:21.921) Yeah, I would love to. My journey started in college. I, like many other women, grew up insecure, like judging myself, comparing myself to other women. And I just came to a point in college, I remember the moment where I just realized   I don't want to live my life this way anymore. I want to feel confident. I want to feel strong. I felt disconnected to my younger self in a way. I grew up not necessarily in high school, more like actual elementary school. In my childhood years, I was very active. I did sports, I did gymnastics. And then you get into high school. I didn't do anything in high school. And then comes college and I just felt very disconnected to myself.   And I wanted to get back to that playful, confident, able person, able to do the things I wanted to do. And so I started going to the gym, had no idea what I was doing. I would just climb the StairMaster the whole time. And slowly, the gym I was working out at was kind of the StairMasters where   upstairs and you could look down into the rest of the gym. And I would just see at that time, this was like a decade ago or more, there were no women in the gym and all the girls were upstairs on the ellipticals and the stair masters and then all the dudes were downstairs. And I don't know, I just, started to see what they were doing and copied a little bit, you know, did a couple of the machines that I knew how to do, started to get hooked.   and was like, you know what, what if I made this a career? And I got certified in 2014 and the rest is history. mean, there's actually a lot more to it, but that's basically how it started. And fast forward to now, I feel extremely connected to my younger self through my movement. I have created a beautiful life that I'm able to do what I love and...   Kiera Dent (03:13.978) you   Laura (03:29.613) And yeah, help other women connect to their own bodies and their younger selves as well.   Kiera Dent (03:33.914) I love it. And I love that you went through this journey because I think so many of us, well, I'll speak for myself. I'm not gonna speak for all the listeners. I feel like an idiot at the gym. They have reels about people at the gym of like idiots using like equipment so many times and we're at the gym. Laura was originally virtual. We started out virtual and I actually wanna get into like virtual versus in-person training and if there's a difference because when people are busy, there's solutions that way.   Laura (03:43.629) Thank   Kiera Dent (04:01.028) but I felt like such an idiot. And I think something that you've done for me, and that's why I wanted to bring you on here is because I feel like I was the worst workout person in the world. Like honestly, I feel like Laura should have fired me as a client. So we had a really rough start and I think it was honestly fear of my, like where I was at, fear of not knowing what I'm doing. Also, I do run a busy life. Laura, you told me I'm the second busiest person that you know, second to a lawyer. So I felt like that was like, all right, my life is a little bit more exciting.   but I also had a lot of injuries. And so that was why I hired a personal trainer is because I was actually losing so much muscle mass that I was starting to get more injuries because the current injuries were causing me not to do anything, which then was leading to more problems. And so was thinking about how many dentists and how many team members do we sit there all day long? We're very sedentary. I remember as an assistant and doctors, you're like, I don't sit, I don't even have time to pee, which I get, hear you.   but we're sitting there and yes, you're ergonomically correct, but it's like we work all day long. Where do we actually put in time for this body that's serving us? That's creating like the experience for our patients. Like where do we do that? And so even in the time Laura and I have worked together, I changed it from working out to honoring my body. And so Laura, I really wanted to dig into this of like, you've worked with a lot of people, you're a personal trainer, you're freaking genius at it. I love that you have modified so many workouts for me to be able to lift, to get strong.   Like just yesterday we were working out and we saw back muscles on me and like, that's something I haven't had for seven years. And so I'm excited because coming from a space where I couldn't lift, couldn't squat. couldn't lunge. Like literally none of those things were in my life. I have a very strong issue with food. I grew up anorexic most of my life and Laura, I know that you've been on a journey with that as well. And I think just all these different factors. I'm busy. People are busy. You were able to find like this, like.   little crack of sunshine in my life and then expand it more to where in my week I look out like look forward to working out. We've like reworked my schedule to make that a priority. And so I'm just curious, you work with a ton of people you worked with me. Let's bring this to the table. How do people when they're so busy, when they're so exhausted, when they've got the kids, they've got the job, they've got all the people like how do you even start working out? How does this even become a reality for people?   Kiera Dent (06:22.136) What do you tell people when they're in that spot? Because I think every person listening to this podcast is probably there.   Laura (06:27.225) Yeah, I think we all have some desire inside of us to move. Humans want to move and life gets in the way. And I think the determining factor of are you going to do this or not is are you willing to think deeply enough about why it's important in your life? Like what happens if you don't do this? Take yourself five, 10 years, 15, 20 years down the road.   What does life look like once you've retired and you have all this money to spend and all this adventure to have, but your body is not working properly and you can't truly experience life in the way that you want because your body is failing you. Like take yourself there, take yourself to that hard, reality that if you don't figure this out, you're going to have this experience of life. Or what if you do look at your life one year from now, if you decide to just commit 30 minutes a week.   Even if it's 10 minutes at a time, Monday, Wednesday, Friday, 10 minutes, first thing in the morning, I wake up and I get on my Peloton or I do three sets of 20 squats. Like just start so small. What does life look like in a year? If you start that now and you don't stop in 10 years and 20 years, the trajectory of your life will be so different. And I think it's, that is the, like I said, determining factor, whether or not someone commits to this for the long haul.   You have to be very realistic about your about your situation and what you want out of life, know We're so serious about building businesses and making money and being successful But what happens once you get there and you don't have the vessel to carry you through that's that's very that's scary to me So that's that's where I take people   Kiera Dent (07:57.722) Hmm.   Kiera Dent (08:09.496) I agree. I completely agree. And I love that you did this because like at Tony Robbins, he calls it the like Ebenezer Scrooge experience where you like, he literally makes you walk down. It's like terrifying. You hear all these like thousands of people screaming like how awful it'd be. But I don't think we actually like make this as much of a reality. I don't think we see it. And for me, I thought, okay, I really do have a vision of myself. Tiff will tell you, gosh, it's awesome. Tiff and I have committed that we're gonna be like.   98 year old grannies. I'm gonna have cotton candy pink hair. She's gonna have cotton candy blue hair We're gonna be driving jazzy's with NOS like not because we have to but just because we want to we'll have our own drones like I got this whole vision, but I thought about it and I thought If I don't have a body to get me between let's say 35 when I started thinking about it to 95 like that's a huge span of time. We're talking 60 years   Laura (08:41.12) huh.   my gosh.   Laura (08:47.705) haha   Kiera Dent (09:02.104) I can't just hope and pray that my body is going to last. Like this is an engine and I remember thinking, I love cars. I really love cars. And I thought like, Kiera, if you had a Ferrari sitting in the garage, how would you take care of this? And I'm like, I'd put the highest level of gas. I would wash it. I would like keep it protected. I would drive it so kind. And I remember I was on a podcast with another person and they said, you literally, your body is a billion. That's with a B as in body, a billion dollar asset. Do you treat it that way?   Laura (09:31.833) Mm-hmm.   Kiera Dent (09:31.95) And I thought, well, if I'm willing to give that love and care to a Ferrari, what if I thought about my own body as a Ferrari and how would I treat it? And it's crazy because for me that worked. And I started thinking like, I would eat better. Like I truly would take care of it. I would work out. I would prioritize it. And just like you said, starting with where we are, I think like any amount of movement is going to help. So even reading the book, Atomic Habits by James Clear, he talks about like habit stacking.   and just starting and like other books, essentialism, they talk about if it's too hard, we don't start. And so it's that startup effort. So I love Laura where you're like, okay, you get out of bed and you do one squat. Fantastic. Like you could start there and that's not as hard, but I think we go from like zero to 700. And I think that's the gap. so like, let's dive into, all right, I'm committed. I've decided I see the Ebenezer Scrooge. I see where I'm gonna be. I've got 60 years that I need to keep this.   Laura (10:06.935) Mm-hmm.   Kiera Dent (10:25.174) amazing body that I've been blessed with going. I also think about, here's another thought that's helped me too, of this body is not Kiera. This body is something that Kiera was given to take care of, just like a business, just like a team. And I've thought about my body and I'm like, when I separated the thought of like, I am this body and I started to see this body allows me to have life.   Laura (10:37.933) Mm-hmm.   Kiera Dent (10:49.71) This body allows me to podcast. This body allows me to work. This body allows me to work with clients. This body allows me to do all the fun things, to travel. And if I don't take care of her, A, like who am I with this body doing so much for me? And B, how can I take care of her even more? So it kind of became this fun game of like, this isn't for me. I'm good at serving a team. Why not serve my body as well when I realize that's not me? So if that helps you as well. So, okay, we're here, we're committed. Laura, it's like kicking off the new year. We're going to work out.   Do they need a trainer? What's the purpose of having a trainer? Like, can I do this on my own? Do I need a trainer? Is virtual or in person better? What are your thoughts around that? Because obviously I went for a trainer because I'm really terrible at accountability and also I had injuries and I didn't want to hurt myself. But like, how do you coach people through this?   Laura (11:36.385) Yeah. I think, you know, and this is speaking from personal experience too. I also need the accountability. I love having a coach. I think having someone on your team, like linking arms, let's do this here are our goals is such a useful tool. And you're not, if you don't show up, you're not only not showing up for you, your body, but you're also not showing up for this person that's linked arms with you and put in effort and,   like actual love. Like I will just say, I truly love working with my clients. I, and I don't speak for all trainers, but I do know so many trainers that feel the exact same way. Like you really, it's, I don't know how to say this. I'm like about to say emotional attachment, but you really do become so attached to your clients and so committed to their goals that when they stop showing up or something happens and they get sidetracked, it's, it's   Kiera Dent (12:19.906) Yeah.   Laura (12:31.189) It affects you as a trainer too. So what I'm trying to say is if you feel like you need that accountability, 100 % get a trainer, find a trainer that you connect with. Don't just go to a random, I mean, you can do this, but it's not my recommendation going to like a chain gym. I won't name any names of gyms, but just a chain gym where there's trainers there, they're paying their trainers minimum wage. These people probably have very little experience and are not looking to create that relationship with you.   Kiera Dent (12:49.326) Bye.   Laura (13:00.089) I think it's important to find someone that you really connect with that feels like an ally and listens to you, sees you. That is very important. As far as online versus in person, it's completely what the plan that's going to work is the one you can stick with. So if you can get to a gym and you can see someone in person, you found someone in person that you connect with, great, go that route. But a lot of busy business people cannot do that. I have a lot of...   entrepreneurs and moms that can't get to the gym. So they do 30 minute at home workouts and they follow a workout on an app and that works beautifully for them. If I were to tell them you have to come in person, they would not be able to make it happen. So it's very different from person to person. You just need to check in with yourself and figure out what would work best for you. Try it, see if it works. If it doesn't make a change.   and so on, but there's either way in person or online. There's, you know, we have technology on our side nowadays. There's so many beautiful ways to get quality coaching through virtual. So I think a lot of people have this like stigma against online coaching because they're like, I want to make sure I'm doing everything right. I don't think I'll show up for myself, but truly looking at my own program and you might agree or disagree, but a lot of   the clients that I have online are held even more accountable than the people that I have in person because it's just a more robust program. So it's very different than a lot of people expect.   Kiera Dent (14:37.474) I agree. And I did not expect virtual to be as good. I had done virtual in the past and I had someone who told me this trainer, she told me, said, Kiera, I'm actually not your coach. I'm just a programmer for you. And I remember that like cut me deep because I thought like, no, you did link arms with me. Like I want you to be as invested in this as I am. And meeting you, Laura, I...   purposely chose you because you're here in Reno and I was like, no, I want to go in person. And I actually think something very lovely about virtual and I will speak, your virtual was much different than other people's virtual. Like Laura is, doesn't mess around. It was an hour every single week where we would actually meet. We went over every single one of my workouts that I had completed. We did videos. And what I actually loved about that was being able to watch myself.   Laura (14:59.417) and   Kiera Dent (15:20.236) And with you, I started to pick out like when my moves weren't great. And something I loved about starting virtual and then going in person was I feel like I, I mean, you will say it so nice. You say like, let's pretty up that movement. Like let's make this prettier to where we're doing the move. And by prettying it up, it's not like I'm trying to look pretty. It's we're making perfect moves so we don't hurt ourselves. We're working the muscles better. And it's crazy because I think I was so.   like hypersensitive, I was hard to catch it in the mirror. I was hard to catch things. I'm like, Laura's not gonna like that. Like move my shoulder, get myself more of a statue because you forced me to watch my videos because that's all we had to do together. And so that was something I really liked about virtual. In person, I think I lift harder and I push myself harder because you're sitting there right next to me and I'm like, I wanna quit. And you're like, let's go, let's go, let's go. So that is, but it is interesting because we don't record me when I'm at the gym. I love when we do record because then I can see the little movements.   Laura (16:07.704) Yes.   Kiera Dent (16:15.172) But at home, I'm forced to watch myself more than I am at the gym. So I think those are two pros and cons. But Laura, I'm curious. There's so many trainers out there, just like there's consultants out there. Like how on earth do I sift through the noise and pick like someone who actually knows what the heck they're doing? Cause I did research on you to make sure you were actually a good trainer. I was ready to invest in myself, but like what questions do we even ask for? Like, are you a good trainer? Do you know what you're doing? Do you not know what you're doing? How do I like sort through that noise?   Laura (16:34.391) Yeah.   Laura (16:41.689) Mm-hmm.   Yeah, I think that experience is important. I think some people are have a natural skill to be able to connect with people and see how a body moves and know what changes need to be made to make it move properly. But it is like, you know, it takes a long time to master how to communicate with people. I do think I had not to toot my own horn or anything, but I feel like I   Kiera Dent (17:10.786) You should, I brought you on the podcast. Cause I think you're a freaking expert at this and I think you do really well. And I worked with other people and that's why I brought you to like to drone horn because I sifted you out of a lot of people and I picked you intentionally because I knew you had eating disorders that you had dealt with. And I know food's a big portion, which we're going to talk about food next. I also checked with a bunch of people that I trusted to see, like, does Laura actually know her stuff or is she just another like nonsense trainer out there?   Laura (17:18.389) Yeah.   Kiera Dent (17:36.046) Like, and not nonsense trainer. I get that everybody's trying their best, but I needed somebody who was more experienced, who knew with having injuries. wasn't like, I got hurt really bad with my other trainer to where I couldn't walk for almost a month because like I told her I had a knee problem. She didn't make sure that I did it correctly. And lo and behold, I then like basically blew out my knee for an entire month. So like, how do we not get those issues and those injuries?   Laura (17:41.529) Mm-hmm.   Laura (17:55.289) Yeah, think I I mean, know what you need. First of all, go into your consultation. Hopefully you're doing consultation with these people if they don't require it, ask for it. Ask for a meeting first before you commit to anything and ask them about their experience. Tell them your situation and what you're looking for exactly. And if someone see you know, I feel like we're all pretty   Kiera Dent (18:08.043) Hahaha   Laura (18:22.081) I feel like we can read people, know, as humans, can read people. can tell typically if someone is like bullshitting you or telling you straight up. I will be the first person to say, I do not know everything, but I am willing to put in the work, do the research to try and figure out some solutions for you. And if I can't, I will refer you out. I have no problem referring you out. So I think, I think experience and honesty are like my two things to look for.   Kiera Dent (18:28.953) Mm-hmm.   Laura (18:49.791) in a trainer when you're doing your consultations. And then connection. know what I mean? Can you see yourself being able to build a relationship with this person, but also see them as coach, not a best friend, as coach, and respect them? I'm trying to think, how can you determine if this person, from a beginner's mindset, looking at, say Instagram, because let's just be honest, that's where we find a lot of our people,   Kiera Dent (18:54.926) Mm-hmm.   Kiera Dent (19:17.476) grade.   Laura (19:18.841) looking at how someone moves, think, don't know, Kiera, tell me if you're like on Instagram and you're seeing a random trainer girl and you see her doing some moves from a beginner's mindset, can you tell if she's doing, you know, she's connected or do you have no idea? I don't know. I'm not in a beginner's mind. You know what I mean? So I'm trying to figure out how to, to offer that advice, like find someone who knows how to move their body.   Kiera Dent (19:37.761) Yeah.   Kiera Dent (19:42.042) I don't think my eye was definitely clued into it. I think things I looked for was, that person look the way I wanna look? Because I feel like if so, I...   Laura (19:46.402) Yeah.   Laura (19:50.617) I play walking the walk.   Kiera Dent (19:53.562) Yeah, I mean, I want to look like them. So that was one thing. It's funny, Laura and I thought we were the same height when we were virtual training. And then in person, Laura's like a foot shorter than me. So that's always entertaining when I'm like, girl, that needs to go up a little higher. Like that bench is going to like cut my legs in half, like it needs to go up. So that was kind of a funny random, but I look for that now after working with you. I definitely can spot. And at first I was judgy about it and you did a good job of helping me see like   Laura  (19:59.53) you   Laura  (20:05.721) No.   Kiera Dent (20:21.956) We're not judgy, we're just like wanting to make sure people take care of their bodies. so like looking for, I think a good trainer, watching the movements, you like get on me all the time of like, Kiera, don't go through the movement quickly, like go through it slowly. I want you super connected. Like if we're doing my lats, you you showed me a picture and you're like, I want you to visualize those lats. I want them like sucking down. I want you pulling, like right now I'm doing it. I feel those lats engaged back there.   Laura (20:25.273) Thank   Kiera Dent (20:49.422) But I think something I really loved was even, even having a trainer watch like maybe a squat or something and asking them like what they see for feedback. Laura, you're not afraid to give me feedback. You're not afraid to say like, Hey, like right there, need to like, like yesterday, you're like, get that hip up. And I'm like, I don't even know what you're talking about. My hips feel very up. And then it was like just a quick tilt of the hip and instantly the movement felt a lot stronger. So I think like those things as a beginner's mindset, really can help out because   Laura (21:14.777) Mm-hmm.   Kiera Dent (21:17.324) What I found is you are so meticulous about making sure my movement is not sloppy, that I'm connected. Like there was even a day I was picking up weights on my video. So it wasn't even the workout and you're like, Kiera, watch it right there. Cause when these weights get heavier, you're going to hurt your back and you need to lift these properly. And so I really think as a beginner, maybe even taking a workout, that sounds so funny, but like, Hey, could you just like tell me what you would like critique on this squat? You don't even know what the heck they're doing, but almost like taking that to the consultation. Yeah.   Laura (21:43.031) Yeah, but just see how they go through. I like that idea.   Kiera Dent (21:46.618) Now I can see it. I can see it a lot more, for me,   Laura (21:49.667) Yeah, as a beginner, hard to know. I mean, you can sometimes you can scroll through someone's feed and see like, is there? What do they find important in workouts? What are they posting about? What do their workouts look like? Are they slow? Are they connected? Or are they just like rushing through? And I think you could spot a couple of things, but yeah, asking specific question as far as like, what is, what will we focus on when we're working out? You know, ask them what,   Kiera Dent (22:02.042) Mm-hmm.   Laura (22:17.919) What is your skill level on critiquing technique? Yeah, it's a hard, that's a hard, that piece is a little hard to figure out as a beginner and talking to trainers. That's something to think on.   Kiera Dent (22:30.858) Mm-hmm. And that's something I would, I feel like you were so adamant with me about getting my movements perfect without adding weight. Cause I think a lot go to like wanting to get results. And for you, you don't care if my body's not changing very much at the beginning. If I'm not mastering my movements, that's gonna be what you're gonna be core focused on until I get those right. And I think to me, that's what I care about because once you master the movements, then you can lift the weight like,   Kiera Dent (22:57.016) We were doing heavier weight than I ever thought. And I'm coming as a girl who could not squat, could not lunge, could not do any of that. Laura, kudos to you. You were able to work through it so much. So maybe even pretend you have all of my ailments when you go into the consultation and see, could they help you? And then you'd really know. that's something I really do love because Laura does do virtual. And so if you don't live in Reno, she was incredible. We did almost a year virtual before I went in person. And so I think like,   Laura (23:08.824) Hahaha   Just ask Kiera to do the consultation with you and she'll tell you.   Kiera Dent (23:26.21) mastering the techniques and getting into the workouts and like you, you hunted me down. And for some people virtual doesn't work, but I think for a lot of people giving that a go, I think is super helpful, but I really want to quickly pivot because I, it's going to be controversial Laura and I can't wait. And I didn't prepare you for this. but I think you'll have a good answer. Let's say I'm looking at this and I'm like, okay, I'm going to work out. but I hear like calories in like abs are made in the kitchen, not necessarily at the gym.   Laura (23:41.207) Mm-hmm. Okay.   Laura  (23:52.963) Mm-hmm. Yeah.   Kiera Dent (23:55.894) So what's more important to you? Is it my diet and my macros, which we'll get into macros in a second. I had no clue what it was, or is it like technique and workout?   Laura (24:05.642) gosh, that's an impossible question. Absolutely impossible. It definitely depends on what your goals are. What I think everyone's goal should be is to age in a graceful way. That's such a cliche thing to say, but to be healthy, you know, to be healthy and feel your absolute best and be able to show up for your family as you age. So, and with that goal, both of those things matter. If you're not.   Kiera Dent (24:22.97) Mm-hmm.   Kiera Dent (24:31.322) I knew you'd say both, I knew it!   Laura (24:33.689) I can't, can't pick one or the other. I absolutely can't. And then if we go to the other goal that a lot of people have, which is aesthetics and like looking a certain way, both also matter very much. And it depends on like your body type, you know? So I can't, I can't give you a straight answer on that.   Kiera Dent (24:49.081) Mm-hmm.   Kiera Dent (24:53.402) Okay, well let's talk food because this was like, think Laura and I talked, I think on our last like virtual session and we were like debating, we wanted to continue. And I said, I like workout Laura. I don't like food Laura. And you said, I like workout Kiera. I don't like food Kiera. So let's talk about food because for me, food was actually a really tricky thing. It was something I did not enjoy. But.   Like, can we just touch on macros and like why you find macros important and what macros even are for those who don't even know what the heck we're talking about. And then I will share my version of this, of how I've like worked through it as someone who has struggled with my relationship with food for a lot of my life and just had like a huge, amazing win at Thanksgiving that was just like a really incredible way for me to see the progress I've made with this food journey. So Laura, talk about macros, food, how this works with your workouts.   Laura (25:26.51) Yes.   Laura (25:33.497) Mm-hmm.   Laura (25:45.901) Yes. Yes. So macros, just to give you guys an idea of what they are, are macronutrients. All of our food are made up of macronutrients. Our proteins, our carbs, and our fats. These are the macro big nutrients in our food. There's also micronutrients, which are your vitamins and minerals within the foods that we eat. The reason I chose to do macros, I've done everything under the sun. From the time I was...   very young and doing like, I can't remember the name of the shakes that my mom was doing. You know, it's like, I have been quote unquote dieting for 20 years. And so I've done keto, I've done a meal plan, I've done competitive bodybuilding, I've done, what else is there? Whole 30. I've done, you know, like shakes, like the isogenics, 30 day cleanse. I've done cleanses, I've done all kinds of things.   Kiera Dent (26:16.682) yeah.   Laura (26:40.721) And why I landed on macros was because with all of those other diets, it was very hard to imagine doing it forever. like for keto, for example, keto diet is where you're eating very, very low carbs and your majority eating proteins and fats. For me, I'm like, I love my vegetables. I love my potatoes. I love my bread. I can't see myself never having those things again. It felt too restrictive.   And with meal plans, know, coach giving you a meal plan of like, here's what I want you to have for breakfast. Here's what I want you to have for lunch. There's not much flexibility. You don't have control. With macros, you're simply given, this is how much protein I want you to eat. This is how much carbs I want you to eat. And this is how many fats I want you to eat. And you get to fill those in the way that you want. There are guidelines. Of course, we don't want everyone having packaged food, their entire, you know, a hundred percent of their food. We want whole foods.   foods close to earth 80 % of the time, but for that other 20 % of the time, have fun, have what you want. I love cookies. I love Mexican food. love sushi. I love going out to dinner and I can make all of that work within my macros. And with clients specifically, the biggest win I always get with the whole macro counting thing is you just learn with the foods that you love, you learn what they're made up of and you learn how to use them to fuel your goals.   So people that love bagels, have a bagel before your workout, have a bagel after your workout. Having those starchy carbs before or after a workout is extremely beneficial to help energize you for your workouts and help recover your muscles from the workout that you just did. And then prioritize your fibrous foods later on in the day to help satiate yourself so you're not going to bed feeling starving.   So there's a strategy involved. get to, you learn so, so much about the foods you're already eating. You make these tiny, small little changes that will help you get the results that you've always dreamed of. And it's something that you can do forever.   Laura (28:46.809) A lot of people, not everybody. Not everyone can do it. I also struggled with an eating disorder for a decade. I had bulimia for a long time and maybe not a decade. It started when I was like 13 for no good reason. Someone else, some girl was doing it. 13 years old, isn't that insane? And my, you know, I've been healed from that for about five, six years now.   Kiera Dent (29:03.47) It's insane. It's insane.   Laura (29:12.453) And I feel like I have been doing macros for about five, six years now. And I do feel like it was healing for me. It truly helped me stop the bad behavior of labeling foods good and bad, of binging because I was feeling so restricted on other diets. And yeah, it's just allowed a lot of freedom and flexibility for me and healed a lot of food trauma for me. So that's the gist.   Kiera Dent (29:16.506) That's incredible.   Kiera Dent (29:40.622) Yeah, that's incredible. And congratulations. I think that that's a big thing. Whether you're male or female, I think body image, think food issues. I think all of us have it, whether it's binging, whether it's not eating healthy, like all these things. And I think if we go back to like what you said of aging, like for me, I wouldn't be able to say yes to like hiking Machu Picchu when I'm 95. Like I really want to be that person where my last like...   Laura (29:50.041) Mm-hmm.   Laura (30:02.489) And I'm gonna turn it.   Kiera Dent (30:06.776) I don't know, month of my life is when my body decides to give out on me because I've taken such good care of her. And Jason's like, no, no, no, let's just go in a car accident. let's not even have that last month. So, you know, we've upped our game, but just thinking about that, the food situation for me, I think going into it, that was hard because I'm adding a workout, plus I'm adding food and my default is if it's too hard to eat, I'm just not going to eat.   Laura (30:16.409) Mm-hmm.   Hahaha   Kiera Dent (30:33.442) And so that was like my big struggle with macros, but what was super fascinating to me was realizing how much fat was in food, like shocking amounts of fat. Like I was blown away when I started looking at labels, seeing that I could have almost the exact same food, but just eating different. like, instead of bacon, like you can have turkey bacon and get a ton of protein. Like it actually grills up way easier. It was kind of a fun puzzle. And like, I just got it to where it was like simple things like,   I understand it's fats, carbs and proteins for every meal. And Laura, you did a great job because like Jason, I go out to eat all the time. I'm on the road all the time. And so just even learning like, what can you eat at restaurants that works within macros? And agreed, it's not good or bad. Like I can straight up pound these amazing, like I love Laura. I don't think I've even told you this. When I'm done working out, uncrustable strawberry, like it's so good and it is amazing, but to not have that good or bad.   Laura (31:22.041) yes.   Kiera Dent (31:28.726) is such a freeing thing. so I really think the thing I loved was you said, Keir, if you want to build muscle, you've got to actually like have enough protein to build this muscle. And so learning that I'm not having food just for pleasure. I'm having food to fuel these goals that I want of looking a certain way of having the muscle strength to be able like right now, I just don't want to be a weak feeble grandma. Like that's really my goal is to just not be that. And so it's like, build the glutes, build the hams, build the back, build the arms like   Laura  (31:56.003) Mm-hmm.   Kiera Dent (31:56.728) And it's been crazy because as I've been building muscle, I actually don't have as many problems because we've been able to like stabilize around my shoulders, stabilize around my knees. Like it still happens and there's still setbacks, but it's less and less compared to what it was. And so I knew you'd say food and workouts go hand in hand, but I think for everybody listening, I think just like a one or 2 % change in each of these areas is a great start. So it's like, do one squat and maybe think about like fats, proteins and carbs.   or maybe even just look at the labels of how many fats there are. Like just look at that and see. And I think that would be a fun thing. So I know as we kick off the new year, as I know we roll into this, usually we're looking at goals for our businesses. And I'm hoping with this podcast that you look at goals for your life. Goals of like, I look at my life and I want to travel a ton. But to do that, this amazing body that I've been blessed with also needs to be taken care of. And so that's what I was hoping bringing Laura on of like.   A, as a thank you, she's done so much for me and just like healing my, like my body. It's so fun when I hit gains at the gym and I'm like, Laura, we're freaking lifting like more than I ever thought I'd be able to. That has been so rewarding for me as a human. And so as a huge appreciation to Laura, like I want her on the podcast. I want to expose her to all of you. But secondly, it's a new year and I feel like giving you tools and resources to get on your health journey if you want to, to have resources in the industry. So I wanted Laura to be an example for you of   Hey, if it works great, reach out to her. If you want to chat with her, she does men and women. She tends to coach more women than men. That's okay. but there's lots of great coaches out there for men and women. She even critiqued Jason in my workouts. Jason did a lot of workouts with me at home. So it was fun. He and I did them together. I would tell him like, Laura says you need to get that leg up higher. Like it's not quite the right form. so that was a ton of fun we did together, but just having a resource out there, you could even follow her, look at kind of how she coaches.   Laura (33:44.217) What?   Kiera Dent (33:51.758) But just like learning the things that she's doing, I thought would be so valuable. Cause I hope that this year you give yourself not only the gift of growing your practice, but also becoming like having the body that you want, having the body that can feel your dreams and desires and truly honoring that body that does so much for you. So Laura, tell people how they can get in touch with you. I appreciate you so much. So just share with the world how they can connect with you. Cause I think you are such a gift to this world that I'm so grateful to know.   Laura (34:17.369) Well, thank you so much. really appreciate it. so Instagram is probably one of the best ways to contact me. It's Laura Lee, MIT. I also have a website coached by laura.co and you can apply for coaching on that website. but yeah, as Kiera said, well, I want to add on to what you said that once you decide to start this journey, if you can commit to just like the small one to 2 % change,   and never stop, you're never going to regret it. It's the most beautiful, amazing journey that I have ever done for myself. And I watch women do it every single day. it's just, lives are changed and experience of life just goes through the roof. It's just such a better experience. So, yeah, just encouraging you start and don't stop and make it, make it small, make it doable, but start and don't stop. Yeah.   Kiera Dent (35:14.042) Brilliant. I love it. And I will say, coming from someone who did not enjoy working out, I remember you said one time, like, you never regret going to the gym. And I've thought about that a lot. And I'm like, sometimes I regret driving to the gym because I don't want to be there. You've even asked me, like, are you excited to be here today? And I'm like, no, I don't want to be here. But every time I leave, I feel so good. And I think just like, as you said, start and don't stop and think about like,   Laura (35:23.961) I'm sorry.   Laura (35:31.842) We'll be back.   Kiera Dent (35:40.226) Our bodies do so much for us. This is the one little simple act we get to do back for it that serves it. And I think about, I'm gonna do like a cheesy dental analogy, but telling so many patients about fluoride, we always say like, this is the most proactive and preventative thing you can do for your teeth. And I feel like similarly working out and eating well is most proactive and preventative thing that we can do for our bodies for long-term health and sustainability. So Laura, thank you for what you've done. I would really recommend, I hope all of you reach out, connect.   Do something for your body this year. I know a year from now when we're chatting in January of next year, you will be so grateful like I am that you cared about yourself enough, that you loved that body that does so much for you, that's allowed you to have the business and the life and the job and the family and all the different pieces that taking 15 minutes, 10 minutes, 30 minutes, an hour every day to honor it is the greatest gift you'll ever give yourself. So Laura, thank you.   Laura (36:34.275) Thank you.   Kiera Dent (36:35.914) Of course. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

Happy New Year! Instead of setting resolutions to start off 2025, Kiera tries a different route: identity changes. What fights can you stop starting in your personal or professional life in order to become the best person, the best dental hygienist, the best doctor, the best _______ you can be in the new year? Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.878) Hello, Dental A Team listeners. This is Kiera and happy 2025. I feel so honored to be with you on New Year's Day today. I mean, I'm calling 2025 the year to thrive and no longer survive. Like, let's get real. Let's get on this. Let's stop surviving and let's start thriving. And so to kick off New Year's today, I was thinking about it. And usually on New Year's around this time, we're all setting our goals. We're setting our resolutions.   And I actually want to give you a different spin. Are you open for it? Like, let's start 2025 on a different note. And that is maybe instead of setting resolutions, let's set identity changes this year. Resolutions are fighting. Let's change that verbiage and change how we think about that. I'm so excited. I love this podcast. I love all of you. And I was thinking about resolutions and resolutions are like,   you know, I want to lose weight or I want to be this leader or I want my practice to be there. And I think resolutions are different than goals and changing an identity is actually the fastest way to do it. One of my favorite quotes of all time is the need to stay like the greatest, like the greatest driver within the human being is the need to stay consistent with who we believe we are, not who we actually are, but who we believe. And so changing identity,   is actually the fastest way to grow and to evolve and to hit the goals and to hit the resolutions. It's not just setting a resolution like up like a sticky note on a wall. Like I want to be this. Okay, great. But if we don't believe we are so like there was an example and they said like, I don't know if I can stop smoking. I've been a smoker. I am a smoker. You know, I'm gonna try really hard. Well, in their mind, they're still a smoker. So trying to put it up there, I'm gonna stop smoking is actually fighting against who they believe they are.   And that's a fight rather than a flow versus saying like, I'm not a smoker. Like I'm an identity. I don't smoke. I'm not a smoker for me. I've never smoked in my life. I'm not a smoker. That wouldn't even be a thing. Like, but I take it on of I'm not a smoker. And so oftentimes I love the book by James Clear, Atomic Habits. There were things I liked about things I didn't like about it. The overall piece that I really, really loved though, was when he talks about sometimes getting to these resolutions means we need to start thinking as that person.   Kiera Dent (02:20.942) So if maybe today I don't feel like I'm not a smoker and I'm trying to get there, it would be like, what does a person who doesn't smoke do? And we start to act like them. And I have a really great example of my mom. My mom, she went and met with her doctor and her doctor said, you've got to start having more exercise in your life. You're not getting enough steps. You're not having any of these things and you need to start hitting 10,000 steps a day. Well, my mom, I was watching her and her and I started doing it. I had like, I'm just...   I enjoy a good challenge. And so when we were in Tokyo, I got several days in a row of hitting over 10,000 steps and there was a badge of hitting 30 days in a row. And so I was like, sweet, I'm going to hit 30 days. Like I'm to hit 10,000 steps. Like we're just going to do it. And my mom was doing it. I'm like the doctor told her she needed to do this. And it was really interesting. I remember meeting up with my mom one day and she's like, Kiera, how are your steps? And I was like, great. I've got like this, I did this earlier today. I set up my schedule. Like I went for my walk or whatever it was.   I was like, well, you know, maybe I'll get it tonight. Maybe I won't. And in that moment, I thought like, my mom has this is just like a hope and a wish rather than an identity. And not to say I was better than her. It was just for me, I had already decided like, this is what I do. This is who I am. And I'm going to hit this like, period. I don't care what I've got to do. If I've got to walk at midnight, I'll do that. In airports, I'm like rolling my suitcase up and down and walking just because it was something I was committed to. I remember my mom and I were talking and I said, mom,   Like I pulled James, James Clear into the equation. said, mom, like, what would a healthy person do that would hit their steps every day? And I said, maybe just consider that. And so my mom started actually asking herself the question. She's like, well, like, what would a healthy person do? They would start taking a walk on their lunch break. And I was so proud of my mom. My mom started taking walks on her lunch break. And then my mom said, like, a healthy person would get up in the morning and they'd go for a walk before they'd go to work. So my mom started getting up and going for a walk at work or before work.   And then my mom, was interesting. I was listening to her and she's like, you know, I've already been prepping like it's going to be winter time and it's going to be like rainy and snowy. And she's like, I don't like the cold. And so she's like, what would a healthy person do with that? They would go walk at the mall and they would plan their schedule to be able to go do that. And I was so proud of my mom because she went from someone who was like, maybe I'll get this AKA setting a resolution to this is who I am. This is my identity. I am this healthy person.   Kiera Dent (04:42.466) but she had to get there by thinking of herself as this other person. What would this person do? And so when we're looking at our businesses and we're looking at our goals and we're looking at the things we want to do, what would a doctor who produces 3 million a year do? What would a CEO who owns a $3 million business, what would they do? What would an office manager who runs a $2.5 million practice, what would they do? How would they start their day? What things would they actually work on? What things would they delegate? What things would they not do?   What things would they, how would they present their cases? How would they close their cases? How would they follow up with their cases? If it was a hygienist who produced 3.3 times their pay, what would that hygienist do? They would be looking at their schedule every single day. They would be checking for comp exams and for x-rays when their x-rays are due. They would be looking for fluoride and adjunct services, sealants. They would be tracking their metrics. They would be tracking their numbers. They would be adding these things to their patient schedules because they're obsessed about their patients and want their patients to thrive.   What would a dental assistant do that could add same day treatment every single day? They'd be prepping their schedule. They would be talking to the treatment coordinators of how do we up our, how do we talk to the patients about this? They would be figuring it out. They would be looking at their schedule all the time. They'd be talking to the patients. They'd be helping the patients realize this is better for them and they don't have to come back for multiple visits. What would a biller do that has 98 % collections? And they don't spend all day doing it. They would be   prioritizing their time, they'd be doing their insurance verification in batches. They would be calling patients instead of sending statements. They'd be proactive with that. They'd be collecting balances when the patients are in the chair. They'd be working their 90, 60, 30 days. They would be having set aside time. They would have a schedule set up to where they actually followed through on this. They would not make excuses for it. And they would own their results. And I think if we think this way and we change our identities, and again, maybe we're not there today,   But as we're setting these resolutions, what would someone who has great family work-life balance do? Well, they would set up their date nights for their spouse. They would set up their kid time. Those would be the first things. They would have their work schedule in there. If they know that they only want to work four days a week, they then build a schedule with block scheduling. And they start to realize that they might add additional treatment in, higher dollar treatment, whether it's cosmetic or implants or sleep or different things like that. They would look at it.   Kiera Dent (07:06.06) A CEO of a practice would be looking at their numbers every single day, if not weekly. The reality is you've got to know your numbers forwards and backwards. They would love numbers and obsess about numbers. They would love to solve puzzles and crack codes. They would make sure that they empower their team to make decisions and that they're focusing on the top pieces. They would hold their team accountable. They would have agreements. They would make sure that this team is actually operating at the highest level. And if they don't know how to do it, they would hire people to help train their team to do it.   a doctor who's producing three million. They're confident with their presentations. They aren't afraid to tell patients what they need. They're very good with their case acceptance. They're really good with their handoffs. They're really good with their comprehensive diagnosis. If they're not good with that, they would put in AI, so Pearl or Overjet, to use on their x-rays to make it easier for them. But they would actually get confident presenting treatment. Now, what does a confident dentist who presents treatment look like? They go in, they have a great rapport with the patient.   And if this isn't you, I have some doctors and we change their names. So we have like Dr. Marvelous or we have the confident guy or like whatever it is for you. I don't care. Choose your name. But that person walks in and they're confident with the patient and they would have a rapport with the patient and then they would ask the patient, I lean you back in? And they would say yes. And they would say perfect. Can I do a comprehensive exam? And the patient would say yes. they're   the patient up to say yes to them and they show them healthy teeth and not healthy teeth and they're able to go through a comprehensive exam with them and show them what they need to do. They're not using little league words and major league situations. They're being honest with the patient of what they need and they're being confident with their diagnosis and what that patient needs. They're using our perfect NDTR handoff of the next visit, the date to return, the time needed for the appointment, making sure their re-care is scheduled for every single patient and they consistently do that and if they forget they   tie a string of floss around their finger or they have this little sticky note underneath the patient's chair. I literally have doctors do this when they're so committed to doing it, but they hold it consistent. They review their cases with their treatment coordinators every single week. Where did I crush it? Where could I improve? They record themselves. Don't worry, you keep it HIPAA compliant, but they record themselves and they actually watch back their treatment cases to see what did I say? What did I miss? How could I say this better? They tee it up with their hygienist. They do what would doctor do with their hygiene team? And they say,   Kiera Dent (09:24.472) All right, this is how we diagnose it. This is how we preheat the oven with our hygienist. They help their hygienist and they do CE with their hygienist about perio and how we treat our patients that way. They work with their whole team and they do whatever it is, full team handoffs or morning huddles or case acceptance, but they're doing those items. But what they're really doing is they're picking the one, two or three items that are actually going to move their practice forward the most with the least amount of effort and the greatest amount of gain. And they're really great at prioritizing.   And what I'm doing is I'm describing to you doctors that I work with. I'm describing office managers that I work with, hygienists that I work with, people within our consulting company that are doing this ridiculously well. I'm telling you literally, these are what these people do. A successful CEO, they block themselves. They have at least two to four hours every single week dedicated to working on the business. And they're doing it within working hours for two reasons. One, they believe in a healthy work-life balance.   And two, they know that if they put it during production time, they're actually going to use that time productively because they know if they're producing 500 or 750 or a thousand or $5,000 per hour, if they block those two hours, they need to ensure that those two hours are giving them at least, let's say they're at 500 an hour, at least $1,000 of benefit. If they're at $5,000 an hour, it's at least $10,000 of value in those two hours. You instantly start to think about yourself differently, but notice.   Well, what we've done is we've changed your identity. We've asked the questions of what would this type of a doctor do? What would this type of a CEO do? What would this type of an office manager do? And then we start to become that person. And we stopped fighting against, I hope and wish that I'll become this person. Instead, we started to be like my mom. My mom does not miss her 10,000 steps anymore because what my mom is, is someone who consistently hits 10,000 steps every day. Rain or shine, good health, bad health, whatever it is, because my mom is so committed.   to being that person, just like the person who's not a smoker. And they've taken on that identity of I don't smoke. That's a person and it's crazy because we can't change that. And it's like the fastest way to change is to become and to change our identity. And the way we change our identity is start to ask, what would we do in this instance? And so for you, would think, look at your goals and ask yourself, what do we want to achieve as a practice? Hopefully you've set them up. If not, or if you have, come join us January 31st.   Kiera Dent (11:48.814) We are actually doing thriving in 2025 with maximum momentum and I would love to have you there. It's a Friday. It's going to be a couple hours for you guys. Don't even stress about it. Two hours. So from 8 a.m. to 10 a.m. Pacific time. Come join us. I would love you. Let's get that thriving in 2025 and we're gonna help you actually set your goals for this year. We're gonna help you actually build the momentum with you and your team. And as you're building this, as you're crafting it, ask yourself,   Who do I need to become to make these goals a reality? Who we are today, we need to rise above. think about like as gross as it is snakes. Snakes slough off their old skin. They outgrow it. They literally slough it off and leave it behind and they emerge and grow into the next version that they need to be. Penguins literally molt off their feathers and evolve. And it's for us, what do we need to shed off? What do we need to let go of? What favorite excuse do we need to have?   What do we need? What identity do we need to take on to become the person who rises up, who gets bigger shoulders to carry a larger practice? Meaning we become better leaders, we delegate better, we own these things. And if you need mentors or you need guides, that's why I'm so excited to, to bring together people within consulting. Sometimes we just need to see other people to see how to do it. We need someone to model after. and so if you've got a great mentor, amazing. If you've got a great idea of who you want to be amazing. If you don't,   Amazing. Let's give you some people reach out anytime. Hello@TheDentalATeam.com. But join us for for our thriving in 2025. Maximize momentum and let's maximize let's help you. But right now on New Year's Day, I want you to decide who are you going to be in 2025 to truly thrive and then think of what does that person do and maybe even list the attributes of that person list the things that they don't do. What are the things that they're not doing to make sure that they're thriving?   And then let's not set resolutions, but let's actually achieve goals. Let's actually achieve dreams. Let's actually live the life that we were destined to live. Let's stop managing our circumstances and start creating our lives. Let's start becoming creators rather than managers. Let's start being who we were meant to be and not have it be a hope and a wish, but a true resolution, a true identity shift to be that person. And I promise you, you will thrive in 2025.   Kiera Dent (14:09.368) Some of you may be looking back and thinking 2024 was not the best year for me. Reach out, let's thrive and not just survive. I would love to help you. I would love to be here. I will be here on the podcast with you. And I would love to help you one-on-one or in a group setting or in person or virtual, whatever it is, but commit to yourself. Let's thrive in 2025 and this is who you will be. And then commit to doing whatever it takes to get there. Rain, shine, good weather, bad weather.   you've got it, you don't have it, but you become that person to where when we are celebrating 2026, you look back and say, I became who I was destined to be. I achieved the goals that I set out because I changed the identity of who I was to who I want to be. And I promise you this year will be much different. Cheers to 2025. I'm committing to thriving in 2025. And I hope you're along with me. If you are, send me an email. Hello@TheDentalATeam.com. at TheDentalATeam.com. Kiera, I am thriving in 2025. You can even send me   who you're gonna be, your attributes. I will be your accountability buddy for you. But when we write it, we commit. When we think about it, it's a wish. When we write it, it's possible. And when we schedule it, it becomes real. So whatever you've gotta do to get this schedule, then to become this person, I implore you to do so. You deserve it. Your patients need you. Your team needs you. You need this for you. You need this. And I just say, play full out.   Give yourself everything that you're destined to have and let's freaking thrive in 2025. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

On this final day of 2024, Kiera gives listeners a series prompts to reflect on the past year — personal, professional, and many stops in between. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.964) Hello, Dental A Team listeners. This is Kiera and happy New Year's Eve. I cannot believe 2024 is wrapped up. We're done. Like chalk it up. We're done. Can you believe that it is 2025 in less than 24 hours? You'll be ringing in that new year and I hope you do it with Dental A Team. Of course we'll be there celebrating with you. But 2024, 2024, can you believe it's wrapped up? It's done. It's packaged up. We can't go back in time. We can't change things.   All we can do is reflect and celebrate and look forward to next year. And so I'm so excited. I thought I'd just pop on quickly today of let's do a quick reflection. Let's think about how it was. I love New Year's Eve. And this is probably 1 of my favorite holidays because gosh, like a few, man, this is before I got married. So we're talking 15 years ago. I only been married for 13 years. So I'm guessing 13, 14 years ago is how long ago it was. But I remember.   sitting there and I said, I love new days because new days are brand new days with no mistakes. And I thought about that with new years and like how much excitement is there of like, it's a brand new year with no mistakes. It's a brand new year. It's a clean slate. And how beautiful is it that we get to have this every 365 days most years to be able to clean slate, to be able to say, all right, that's who I was in 2024. And this is who I'm going to emerge into in 2025. And I think people who really are very consistent on doing this and   Spending a little bit of time on today New Year's Eve where we sit and we actually journal So I'm gonna give you a few journal prompts if you want To reflect back and I know I've had a few podcasts over the next couple over the last few months about reflection But today's like the pinnacle day of it So if you've already done this amazing if not, I'm also gonna give you some personal things to think about too So of course technical and life life and dentistry like I said life is my passion dentistry is my platform and so   Let's just think about today as we're going through. Number 1, I want you to think about your personal life. I want you to look at your physical body. I want you to look at your health and I want you to rate yourself on a 1 to 10. How is your physical body? How is your health compared to where you would like it to be? Is it a 10? Like I'm 10 out of 10. I'm perfect. I'm a nine. I'm an eight. I'm a seven. If you're on the path there, be generous with yourself. Don't be too hard on yourself. But let's look at our physical bodies. Okay. So 1 to 10, how are you doing on your physical body?   Kiera Dent (02:24.33) 1 to 10, next 1. How are you on your personal relationships? Like, let's start with like your marriage or your intimate relationship. 1 to 10, is that like, if I were to go talk to your spouse or your boyfriend, girlfriend, whomever it is, your significant other, if I were to ask them how, like on a 1 to 10, how are they showing up for you? What kind of a relationship do you have? Is 10 like, it's off the charts. We have incredible, incredibly passionate relationship. I feel like they support me, they love me.   Where are we at on a 1 to 10 with your, and that's how are you showing up for them? And also like, how are they showing up for you? But we really, we can only control ourselves. So let's rate ourselves on how are we showing up? How is our relationship compared to where we want to be? If you're not in a relationship, great, it's not a 10. How are you on that? 1 to 10. Next up is how is your personal relationship with yourself? What's your self talk to yourself? Is it positive? Is it negative? How do you view yourself?   Are you proud of yourself? Are you someone that you would want to know? Are you not? How is that? 1 to 10. Next, how is your mind? What do you do for your mental health? From meditation to mindfulness to stillness to having control over the thoughts that come your way. 1 to 10, how's your mind? All right, let's move on to how is your fun in life? We'll put travel.   I think travel is an easy 1. 1 to 10, how did you do on your vacations and the travel you wanted to take this year? 1 to 10, was it 10? Like it was off the charts for me and Jason, it was a 10. We had an incredible year this year. We traveled, we saw so many incredible things. We made so many memories. It was amazing. 1 to 10, how are your hobbies and things outside of work? How is that? 1 to 10. For me, it's like a five. Do a lot of hiking, but not as many hobbies as maybe I would like to do. Okay, so we've got quite a few things on your personal life.   How is that, we can also put in there like your expansion, your growth, so like reading books and expanding your mind, listening to podcasts, maybe not necessarily dental, but things. How is that? 1 to 10. How are you doing on that? Now I want you to dig into like, let's talk about your wealth and your financials. How are you financially? And we can talk in two different levels. So could have two different 1 to 10s on here. How are your financials as far as your take home pay? Where is that at 1 to 10 of where you'd like it to be?   Kiera Dent (04:48.548) And then your next 1 would be, is it on your, you're setting up for your financial freedom for longterm. 1 to 10, how are you doing on that? Are we saving for retirement? Do we have our 401ks in place? Do we feel like when we want to retire that we'll be able to retire and do it with ease? Or are we not on track at that at all? And team members, this is for you too. Doctors, this is a great 1 that you can share with your team. Okay, so we've got our personal life. We've got our health. We have our...   Our expansion, have our finances. Now let's look at our business. How was your year this year on a 1 to 10? 10 was like, it was freaking awesome. We hit our goals. We had a ton of fun. Like I'm just living my life. It's like, you know, we're getting there. 5 is like, whoo, like treading water some days, winning some days. 2 is like, I'm treading water every single day and I don't know if I can do this anymore. Where's your practice at? 1 to 10. How about your team? Let's do your team. 1 to 10.   How are they? Is it the dream team, everyone you want? Do have a few bad apples in there? Just some people you know you need to get rid of and you haven't? How's your team? 1 to 10. And I know you like everybody. I know you love everybody, but how's the team getting you to where you want to go in your practice? 1 to 10. How's that going for you? Next up, let's talk about your practice. How are your systems? 1 to 10. Are things like smooth flow and easy going, we got this dialed in? 1 to 10. How is that? How are you doing on that?   1 to 10, or are you like, shoot, we don't even have systems. you have our operations manual done? Do your dental assistants know how to set up for every procedure? Does your front office track the calls that come through? Do we have a system for our scheduling? Do we have a system for our treatment tracker and do we review it? Do we have set KPIs for every single position? Do we review those? Do we have set mating cadences? Do we have morning huddles? Like what do we have going on within our systems? Do we have hygiene trackers? Does our hygiene team, are we tracking our perio and our fluoride and having meetings around that? How's our training and onboarding?   How's our firing process? How's our HR compliance? How are all the systems within the practice? How's our leadership? How's our management? How are all those different pieces? And of course, you can go through each department and rank each department if you want to go further down of how's our office manager 1 to 10, realistically leading, guiding, having the profitability, being basically the COO of the business with you. How's your office manager? What about your front office team? Let's talk your scheduler 1 to 10. How's your schedule?   Kiera Dent (07:13.988) What about your TC's? 1 to 10. What about your billers? 1 to 10. What about your dental assistants? 1 to 10. You can break them out by name if that's easier so you don't lump them together. What about your hygienists? 1 to 10. What about your doctors, including yourself? 1 to 10. How's their clinical suite? How's their production? How are they doing on that? How's your bookkeeper? 1 to 10. How's your lawyer? 1 to 10. How's your financial advisor? 1 to 10. How's your marketing? 1 to 10.   How is your CPA on taxes? Do they prepare you for them or do they not prepare you for them? I understand me asking all these questions. You can not go back in time into 2024, but you can go forward into 2025 and make changes. So now we've gone through, we call it the yes model in Dental A Team. You as a person is the why I did that first with you. E is for earnings and profitability. S is for systems and team development. So as you look through that, look to see how many tens do you have.   nines, eight, seven, six, five, four, three, two, 1 zeros. There might be some zeros. Maybe you don't even have that. You are welcome to add any other category. And then how's your fulfillment? Like this is kind of 1 that I might just put overall. How happy are you? If you looked back in 2024, how many days of the year? Like we can't know. So this is just an assessment, right? Like there's no right or wrong. I'm not going to grade you. You can only do it. more of a feeling. On a 1 to 10, how is your fulfillment this year?   On a 1 to 10, how many days? So like, was it 100 % of my days I was happy, 90 % of my days I was happy, 80 % of my days I was happy, 70 % of my days. How many days were you super happy? Going to work, living your weekends, how many days were you super happy? 1 to 10. So how fulfilled for you? How happy were you? How content were you? How much fun did you have? 1 to 10? Did you have more laughs or more cries this year? How depressed were you?   How many friends did you hang out with? I just want you to really, really assess. And I know that it's New Year's Eve, but if you'll take the time to journal, and then I want you to write about, let's do your wins. What were the wins from this year? Write them out, celebrate them. Like, let's think back. Let's go back to January. What were some of the wins you had in January? What about February? What about March? What about April? What about May?   Kiera Dent (09:42.532) I hope you had fun. That's my birthday month. So I hope May was great. What about June? July? August? September? October? November? And December? How did all of those go? What were the things that you remember? Like I can think back and I'm like, my gosh, January was a blur. February, I was in Whistler, Canada. It was freezing gold, but a ton of fun. March, we went to Bora Bora and I had a blast. April was summit. It was a wild time.   May was busy. did pairs with Taylor Swift with some friends and then we went to Disneyland as a company retreat. It was a ton of fun. June was the hardest month of my entire life that I've ever experienced. July, I felt like I was numb and all of July was very numb, but I went boating and I had a lot of fun and I have almost landed my 360 wake surfing. August. August is interesting. My little sister got married, so that was really fun to have all my family together for August. September.   Gosh, September was my husband's birthday and we went to Tokyo with his niece. So that was a lot of fun. October, October was our anniversary. Had a lot of fun in October. I think it's a magical month and we had a lot of growth in our leadership team. November was Thanksgiving with my husband's family and a lot of fun things. And then December, of course, just magic all the way around. But how were they for you? What things stand out for you? For me, there's some dark times. There's some really happy times.   But like, did we blur through it? Can we even remember what we did? How intentional do you feel like you're being with your life? Are you creating your life or are you managing your life? How are you doing with your business, your practice? Are you creating it or are you just freaking managing it and hoping it gets there? Are you so proud of where you are? And I hope you just say yes, no matter where you are. Do feel like you should be further along than where you are right now? Have you looked in the mirror and been like, gosh, Kiera.   I really thought sitting at 38, I'd be further along. If you have, it's okay. All of us feel that way, every single 1 of us. But my question is, what are you gonna do about it? What things as you're rolling into 2025, where I feel like it is a brand new slate, it's a canvas, people literally make like heroic changes in a short amount of time. What are you going to do for 2025 to be a smashing success? What does success even look like for you?   Kiera Dent (12:04.62) I might encourage you to write a mission statement of what success is for you. How do you know if you're winning 2025? I might also suggest you have quarterly reviews to reveal. I might suggest that you get your team kickoff in January. I might suggest that you have a community of people around you that keep you accountable personally and professionally. I might suggest that you take massive action in whatever areas are lower numbers and commit to getting those higher. Whatever you need to do, commit to that.   I would maybe encourage you to have some accountability personally and professionally. I might encourage you to get some help for the departments or the areas that you don't know as well. And I might encourage you that if it feels hard to do it on your own, then maybe you join the Dental A Team. We're doing this quarterly, literally setting it up here, setting all your goals. We kick it off with your team in January. We have quarterly check-ins. We have in-person retreats for you and your leadership. And then we have quarterly check-ins as well.   where we literally keep track. And this year I'm so committed to doing your life and your practice. Because I believe that if we're successful in 1 and failing in the other, gosh, like we've literally had it like life without fulfillment, like success without fulfillment is the ultimate failure. And so helping you realize what is fulfillment? What is success? I had a hard turn this year where I realized no amount of money will ever make you happy.   It's like money can buy a lot of happiness, but the reality is you've got to be happy with you. Having those relationships, having people that you love, having a practice that's thriving, but not just feeding your ego through significance, but truly thriving, having a leadership team that can do this with and without you, building up a practice that runs on systems, not on you, having a relationship that's incredible, spending time doing the things that make you so fulfilled, fishing, dancing.   doing creative things, reading books, going to book clubs, traveling the world, going to CE, hiking, being in nature, going surfing or boating, going with time with your children, becoming the best mother or father of the year. All those things are possible. And so as we get to ring in the new year, I invite you to 1, look at your gaps, two, celebrate your wins, three, write your fulfillment and success statement, and four, take massive action, whatever it is.   Kiera Dent (14:24.708) whatever you need, send the email right now. It's not going to be hard. Email, send people an email. What are you going to do? Who do you need to contact? What do you need to do to make sure that 2025, you ring it in and that year is the most beautiful canvas of your entire life. That 2025 really is the best year of your life. No matter how hard, no matter what unexpected changes happen, that it really is. And I would encourage each of you, join Dental A Team. We are literally doing quarterly. We have this set up.   to make sure and ensure that you are successful with minimal effort on your part and not just in business, but in life. Because at the end of the day, when you are a hundred looking back on your life, I would hope that whatever year you're going into, so for me, I'm turning 39 in 2025, I hope that when I'm a hundred, I can look back at 39 and say that was 1 of the best years of my entire life. And I hope that whatever age you're turning next year, that is equally the best year of your life. And I know that it can happen.   reach out Hello@TheDentalATeam.com. Go enjoy, celebrate, ring in this new year. And as always, thanks for listening. Thanks for being a part of our incredible Dental A Team family. Thank you for showing up for you. Thank you for challenging yourself. Thank you for doing the deep work so that way you can help more patients and more team members and serve your community and ultimately serve yourself and be the most fulfilled version you can be. Life does not have to be hard. Running a practice does not have to be hard. Having everything you've ever imagined and wanted does not have to be hard.   I've done it for hundreds of offices and I'd love to help you. You are worth it. Let's do this. Let's crush 2025. You guys, it's so fun. It's so fun to podcast with you and I'm so excited to bring in 2025. I'm so excited for our in-person meetups where I get to meet so many of you in person. I'm so giddy about it. I'm so giddy to just inspire you and to make life so much easier for you and to do it with brilliant other doctors and teams and share and learn together. And I just cannot wait.   2025 truly is going to be the best year of our entire lives. And I hope that you truly do believe that you are worth it. You deserve it and you can have all of it. And I promise you take the action today, set up your year for success and let's make it happen. Thanks for listening. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast in 2025.

Kiera invites listeners to consider what gift(s) they provide others — whether it's patients or team members, or in a more personal capacity. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:01.422) Hello, Dental A Team listeners. This is Kiera and Merry Christmas. If you don't celebrate, well, happy December 25th. If you do celebrate, Merry Christmas. I love the holidays. I truly do. And this year, my husband and are celebrating with his family, which is so fun because we got married 13 years ago and I'm the second oldest of seven. And so my siblings were very young. I have one sister and she was born...   when I was 12 and another sister born when I was 15. so I really, when we got married, my husband's the youngest of five and I just really, really, really, really wanted to spend holidays with my siblings because they were so young when I got married. And so for the last 13 years, we have been with my parents and my family except for one year.   which was when my brother got married and we were with Jason's parents. And so super fun to be celebrating with his family today. I just hope you guys are with something, someone doing something fun, whether it's family or it's friends or it's by yourself, but that you are just taking this time to celebrate. I think holidays are especially beautiful. And in Christmas, I think Christmas is just a magical holiday in the sense that I feel like.   We give gifts to each other and we give of ourselves and also Christmas is like right before the end of the year and so you might be headed back to the practice to produce or you might be just completely done, but wherever you are today Merry Christmas, and I hope you have just fallen in love with two things number one is Being in the spirit of giving I think that that's something that's so important and parent mount for us that we are truly   giving. I think I've shared this on the podcast before, so some of you may have heard this. For those of you that are new, welcome. I went to a conference and our group's name was Live to Give. And I remember hearing the thing that the secret to living is giving. And so in this holiday season, I know it can feel bustly, I know it can feel crazy, but I think when we take a step back and we look at what is ultimately the season, it's the time where we all give gifts to people. give holiday parties and we give gifts to our team, we give gifts to each other.   Kiera Dent (02:15.23) We're looking for those perfect gifts, but the reality is, what is our gift that we're giving of ourselves day in and day out to our team and to our patients and to our communities and also to ourselves? And so maybe today you take some time to think about what is that gift? What is my gift that I bring to this world? And I know that that can feel awkward for some people, but I would really hope that I can encourage you to love yourself a little bit more. And what is something incredible that you bring to your team?   In some teams, what I have them do is I have everybody draw. Don't worry, they can write words if they desire. But I have them draw who they are and what they bring to the team. And then Brittany Stone, she took it a step further with a team where inside I have them draw. I remember one person drew a visionary. So it's an eye with a cast of a vision. Another person drew Gumby because they're very flexible. But whatever it is, you draw that. And then what we had our teams do is actually, Britt did this.   And she had people actually write what that person brings to the team outside of it. So for example, in a circle, you could put what you bring to the table. And then on the outside of the circle, your team tells you like what you bring to the table and how you benefit and like what your gift is to the team. And it's crazy because inside the circle, we often are so hard on ourselves and don't give ourselves credit of what we bring to the table. I understand that we're trying to be humble most of the time and not egotistical. But then when we have teams do this, how much they actually share of   what everybody's bringing to the table. And it's just such a lovely experience because people are able to see themselves in a different light. And I think that that's actually like, as you're reflecting today, you're spending time, you're opening presents, you're doing whatever. What is maybe the gift that you bring to this world or maybe the gift that you want to bring to this world next year? Maybe you want to bring more kindness. Maybe you want to bring more humility. Maybe you want to bring more patience. Maybe you want to bring more vision. Maybe you want to bring more fun.   Maybe you want to bring more energy. Maybe you want to bring more balance. Maybe you want to bring more gentleness. Maybe you want to bring more positivity. Whatever it is, what is your gift that you can bring to this world, to your team, to your family, to yourself? And then also, I would ask if you were writing a letter, Dear Santa, what would be something I would ask for three wishes? One, what is the wish that you would have for your team? Two, what is the wish that you would have for your practice?   Kiera Dent (04:37.494) and patience? And three, what is the wish that you want for yourself? I did this in our doctor think tank a little while ago. And it was so interesting. I asked him like, what do you want? What like what would you guys want? And the group was actually very quiet. And I realized we've forgotten to dream. We've forgotten how to ask for what we want. We've forgotten how to to be vocal about those things. And so maybe today, just look at that and see what would be my wish for my team.   And really like be intentional with this. What would be the wish for my practice? And then what's the wish that I have for myself? And then what I would think is how can you make those wishes come true? How can you bring and give gifts of yourself for your team? And that doesn't mean you have to do it. It means you can delegate. means you can use other people. But what would be some fun things for you? And maybe this year you want to give yourself the gift of health. So you're going to prioritize your health. Maybe you're going to give yourself the gift of a stronger relationship and you're going to   be done on every Thursday at five o'clock and go on a date with your spouse or your significant other. Maybe you're going to give yourself the gift of fun and you're going to plan one day a week or a month where it's just a fun day for you. Maybe you're going to give yourself the gift of a new hobby and you're going to go get into pickleball or something. But like really think about what would be a gift that you'd give yourself because I think that so often we're obsessed with giving to other people, which I agree with. And that's secret to life is giving.   but also let's not forget to give ourselves a gift as well. I think the greatest thing I did for myself in 2025 was giving myself the gift of health. I have been on a health journey. Some people look at me and you just might think, like we obviously have our super, like our preconceived notions. And I have had immense pain in my knee and my hip from years and years of traveling. I ran a marathon. I went from zero running in October to running a marathon in December. So I trained for about two and a half months.   I've had severe knee pain since then and then top like tackle that on with all the years of flying that I have of just being crunched up in seats. And I have had pretty severe knee and hip pain. And this year I just decided like, I want to be 99 years old and still active in spry and I'm hoping that my last six months of my life are going to be the ones where I phase out and maybe that's when my health deteriorates. But if that's what I want my vision to be, thank you to the book of die with zero, it gave me that perspective.   Kiera Dent (07:01.456) but I've thought about that so many times of, if that's what I want to do, what do I need to do today to be able to have that vision? And maybe when you're thinking about the gift, you want to give yourself paint the vision of who you are at 99 years old. And what does that life look like? Maybe that will also help you figure out what to give your team, what to give your practice and what to give yourself. Because this year in 2024, I committed and I hired a personal trainer and we went to the gym and it sounds so silly, but for me to be able to squat and not have knee pain.   which I have not been able to do squats, any type of lunges, squats, nothing for seven years. Like literally my quads, my hams, my calves were all atrophying. To be able to this year, me, my coaches, my PT, I have an incredible group of people around me. We were all celebrating at the fact that I can do a squat with no knee pain. And that has been seven years in the making. It was an added benefit because I was able to wake surf a lot better this summer too.   But just to feel strong and to feel like I'm taking care of my body so I can be this 99 year old woman who's not frail and feeble but is strong and has strong muscles. I have to do things daily now to be able to do that. I worked on my macros. I worked on protein intake. I worked on eating healthier. I worked on figuring out what the meals were. That was freaking hard and I hated every second of it. But to see how much healthier I am today versus where I was a year ago.   is a gift that I could never get back. I can't go back in time and live my life differently, but I can move forward and we can give ourselves those gifts now. So maybe even today, think about who do you want to be when you're 99 years old? Going into that hundred, I hope I live to like, I don't know, 103 sounds like a fun time. I love the number three, but just thinking about that, what can you do today? What are the gifts that we could give to other people? What are the gifts that we can give of ourselves? What are the gifts that we could give to ourselves?   as we're spending this time, I really love on Christmas to reflect, reflect on the things that have been amazing, reflect on my amazing, just life that I have to be in this season. It's crazy, but to just see the love that's around me, to see the incredible people around me, to see the family, the friends. And I know sometimes this time of year can be hard. I used to actually hate Christmas. My brother came home and I hated Christmas. I literally would not listen to anything Christmas.   Kiera Dent (09:24.626) went into it and I would just not participate in anything and my heart was so sad and I just felt cold. I felt closed off and what changed for me was I actually worked for a company called the United Way and we did sub for Santa and I remember seeing the spirit of Christmas come to fruition. I remember seeing so many people give of themselves to make magic happen for other people and I realized   That's what society is. That's what our communities are. We need to be more united rather than divided. We need to see how we can give hand ups, not hand outs. We need to see how we can just love people on a deeper level. And it was such like my heart went from ice cold to soft as putty the year that I was, I called myself Mrs. Claus. And I remember just seeing the magic of humanity. And so how can we within our practices, within our teams, within our communities,   give that magic of humanity to more people, give that spirit of love and service and gratitude because we don't realize our ripple effect. One person was able to serve so many different families and then those families were able to go on and perpetually serve other people. And I just think that the world needs more kindness and more care, that we need to give more kindness and more care to ourselves, that we need to see the beauty around us rather than all the negativity around us, that we can choose.   what pair of sunglasses, AKA filtered we put on to view this life. And I would hope that one, you'd give yourself a gift this year of something that's gonna help you when you're 99 or 100 to have the best life today for those future years. I would also ask you to give a gift to your team of this next year. What are you gonna give your team? And then are you gonna give your practice and your patients? And then also let's look to see how can we have more kindness, more love, more generosity as we go into 2025. You guys, this is such a magical time of year. feels like.   the magical clock, like Father Christmas or whatever it is, the magical clock of 2024 is ticking down. And how can we maximize and optimize these magical moments through the rest of the year? But also how can we prepare to invite and embrace this incredible 2025 that's about to be upon us? How can we learn from our 2024? For some offices, I know this was your hardest year. For Dental A Team it was truly my hardest year. It was the year that I grew the most.   Kiera Dent (11:44.164) It was the year that I was refined personally and professionally the most. was the year my team grew the most and not by size, but by grit and stamina and determination. so for you, what are the lessons we've learned from 2024? How can we like soak in these magical moments as we roll into 2025? And then how can we maximize and optimize 2025? If I can be a part of that journey with you, I'd love to be there. I'd love to celebrate you and I'd love to give you even more opportunities than you could have ever imagined.   But really, I just hope that today you relish in the joy of your life, of you being here, and then give yourself a magical gift. And let me know if you want to email me. I'd love to hear it as always. Hello@TheDentalATeam.com. But I hope you enjoy the time with your families. I hope you enjoy this magical season. I hope you remember that the secret to living is giving, and that's giving to others and giving ourselves the most incredible life we can because the ripple effect is magnificent. Like, it's just, it's so magnificent.   of what we as one person can do for this world. And I just challenge you to really, really maximize and optimize that this year. And as always, thanks for listening. I'll catch you next time. Merry Christmas. I'll catch you next time on the Dental A Team Podcast.

Merry Christmas Eve! Kiera talks about how dental teams can apply the excitement and anticipation associated with holidays to their practices and work spaces. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:00.856) Hello, Dental A Team listeners. This is Kiera and Merry Christmas Eve. If you celebrate that, otherwise, happy December 24th. It's so fun to podcast with you on holidays. I love the magic. I love the anticipation. I love Christmas Eve. In my family, it's always been these fun traditions that we have. We do a big breakfast in the morning and then we all go shopping for cereal. It's been the tradition since I was little and we would always, always, always go get a...   cereal and being in a family of nine people our own box of cereal that we got to choose was like the greatest gift my parents could ever give us so and also kudos to my mom that meant Christmas morning it's cereal for breakfast like talk about a smart mom I've got so we'd always go to the store we pick out our cereal and then we would do like sometimes we'd go shopping for last-minute Christmas gifts and then we'd usually go home and it feels like an eternity of countdown of time from that like 11 a.m.   to 5 p.m. And I remember as a kid, it would snow and my dad was very proactive of giving back to the community, which I really love and respected my dad. And we would go and we'd shovel snow at all of our neighbor's houses. And I remember my brother and I were two years apart. We were super tiny. So we were probably like, I was probably eight and he was probably six. And we were shoveling all these yards. And I remember we were laying behind our house after we were done making snow angels.   and we're both in our little snow suits and we look to each other and we're like, it's gonna be forever before tonight happens. I think that that's the reality of how we feel. And then for my family, what we'd always do is for Christmas Eve, we would make waffles, Belgian waffles. My parents again got smart. So it was like, they could feed a lot of boys very quickly. And then we go into like a Christmas program, which over the years, my siblings have definitely like made.   crazy. It's now turned into a talent show and I absolutely hate that part. And if any of them listen to the podcast, I just want to put it out there. I think we should not do this is my trust conversation with my family. I hate the talent show, but they love it. So Jason and are not as talented. So last year we talked about how we do Disney because I love Disney. But like really, it's just this funny thing. But we all get together. All my family spread out with seven siblings. We none of us ended up close to each other. My older brother's in Alaska. I'm in Nevada.   Kiera Dent (02:21.038) The brother below me is in Ohio, brother below him is in Texas, brother below him is in Utah, sister below him is in Missouri, Kansas City, and then the youngest sister is in Utah, and my parents live in California. So literally, I feel like we just spread all over the nation, but just a fun time of year. And I hope today I wanted to just pop on real quick and give you guys like a quick little noodle thought for you as you're probably getting ready for the festivities or time away from the practice.   But during this time, and I've got something fun for you guys for tomorrow for Christmas as well, but during this time, I think about the anticipation that we have for Christmas and the excitement that little kids have. And my question is, how can we bring that excitement and anticipation to our practices? Maybe not the same, but are we actively anticipating? Are we having countdowns to something so magical and special? And how can we actually do that within our practices? And so a couple of ideas are...   What do we do monthly? And do we celebrate when we are hitting our monthly goals? Or are we just like nonchalant, like it's fine. And there's no magic. Like think about children with Christmas and how like blissfully magical it is to watch a little kid so excited and telling Santa what they want and circling in the magazines what they're hoping and wishing for. And then the like utter anticipation of sleeping through the night and waiting for the next day.   Like how can we create that as adults for us within our practices, within our businesses, within our lives? Like what are you anxiously anticipating waiting? Because I feel like the holidays and the magic that we have right now is what we can actually produce within our practices. So whether that's through bonuses or whether that's through a community outreach or it's adding in new services. I know an office like literally are counting down the days to add in sleep apnea to their practice and make a sleep center within their practice.   But like, are we allowing ourselves to get excited about our practices and get excited about the magic of what we're able to do for patients? Or is it just another day every day? And I think the true secret to a lot of success is creating magic within the day in day out. How can we get the countdown chains out for something within our practice? What do you get excited about? Do you have something that you set for a goal for yourself for next year that utterly makes you giddy? Or is it for me, I love to travel and so within work.   Kiera Dent (04:40.584) Dental A Team and what I do, I have so much passion and excitement and this year I'm so freaking excited. If you have not joined us in platinum, get ready to have your life changed forever. We, have a, it's, it's similar to what our platinum has been, but it is slightly different and more advanced. And I cannot wait because we are bringing offices together in person. And if you are not a part of it, please email me right now. Hello@TheDentalATeam.com and come be a part of it. I only, we've limited our space for our first year to make sure that we can.   execute at the highest level. But like, that is the countdown. I am counting down the hours, the minutes to March. If you can't join us in March, don't even stress it's virtual as well. And then we have another one in September. And I am just so excited. It's like counting down to Christmas to be able to put on something so magical for clients and change their lives and do life and dentistry. I realized life is my passion dentistry is my platform. And I'm so geeky about dentistry. And I love it. But I love giving you your dream life more. And so for me,   That's something I'm so lit up about within the company, like literally a countdown chain to March. Our team is so excited. I'm so excited about it. We're so excited to have offices be a part of this, like giddy to meet people in person. So if you've been a podcast listener and want to meet me in person, well, it's time. It's time to come and join us. But really like, what are you so giddy about for next year? Are giddy about the goals? Are you giddy about the CE? Are you giddy about the team?   What is the magic where you literally are sitting there like, can't come soon enough, I cannot wait for it? Or do you add in the sprinkles like my husband and I always plan fun trips, so I'm looking forward to something because so often we just need something to look forward to. And I think that that's actually what creates so much magic for us. So as you're filling the magic of this year, which I hope you're feeling, and if this year and this time of year is hard for you, I'm just giving you a giant hug because this time of year has been hard for me too.   And I think when I realized that there's so much magic that can be here even through hard times I feel like Christmas changed for me and the end of the year changed for me and I can see it now with sparkle and glitter and gold Whereas before it used to just be sadness And so I'm here and I'm happy to be a friend to you through it I also am here to let you know that like it's okay to feel sad at this time of year It's also okay to feel happy It's okay to have hard times and to to come out the other side of it and to be happy again   Kiera Dent (07:02.496) I think the greatest gift that we can give ourselves is the gift of being happy and having something that we're so giddy about. So tonight, maybe as you're sitting there dreaming, getting excited, think about what would get you so giddy and excited in your practice as well. And if I can be a part of it, like I said, I am so giddy. I'm so giddy to help offices literally get their dream lives and their dream practices and to do it with doctors and office managers and have leadership retreats in person and then to have   quarterly check-ins, whereas like kind of like a boardroom assessment where you're looking at your practice and we're really assessing and then do the team integration where we're helping your team. Just really being able to like do a huge lift for these offices. I can't tell you how giddy I am about this. So I hope that you have something you're that excited about. Maybe it's a CE that you're excited about. Maybe it's joining consulting that you're so giddy about of having a different life. Maybe you've already started. Maybe you haven't. Maybe you're excited about.   I don't know, but I just hope that you build some type of excitement and anticipation within your practice that you and your team can literally get fired up, lit up, so excited about because finding ways to make magic within our businesses in the day in, day out is how we keep our stamina. It's how we feel alive. This is where is the power of fun of creating magic.   So go create some magic. you need some brainstorming ideas, email me, Hello@TheDentalATeam.com If you want to pop on a call, click a strategy call with us. I'm happy to chat with it, but truly let's stream up some magic. I don't want to take too long with you guys today. I hope you go with your families. You go do something of service. You enjoy your cereal. You eat your waffles. You do whatever your traditions are for your family. I love to hear traditions. So also if you're bored, email me, Hello@TheDentalATeam.com I know this is oftentimes weird for business owners because we have so much time.   We don't know what to do with ourselves. So I love to dream of my business. I love to get excited. I love to sit there and think of all of my great ideas. So if you need a pen pal, you want to send me some of your fun ideas, I'm happy to pen pal with you. Hello@TheDentalATeam.com But I really, really, really, really hope that you give yourself something that you are just magically so excited about for this next year, where you count down with utter anticipation, waiting for the moments. And like I said, sometimes it is joining consulting. Sometimes it is doing a CE. Sometimes it is   Kiera Dent (09:21.86) expanding your practice. Sometimes it's bringing on another doctor. Sometimes it's on status quo where we're so giddy that we're taking vacations. I don't care what it is. Sometimes it's even offices taking trips together. But let's find a way to create the utter excitement and magic within our practices. And I'm here to help you every step of that journey. And as always, thanks for listening. Go enjoy the holidays. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

It's Dental A-Team's last book club episode of 2024! December's book is Deep Work: Rules for Focused Success in a Distracted World by Cal Newport. Kiera dives deep (heh) into what it means to work with such intensity in a world overrun with distractions, including layers of cognitive focus, an increase in the ability to master topics, the power of routine and ritual, and more. Episode resources: Find the full book club rundown here! Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:01.124) Hello, Dental A Team listeners. This is Kiera and welcome to the book club. This is the last book club of 2024. Can you believe it? We are to the last book club of the year. And just as a fun little book club, let's do a year in review of all the book clubs that we've done together this year. So in case you didn't read these books or you need a book or you need to remember the book clubs we did, January, we did the Go Giver. February, we did Crucial Conversations. March, the Noticer.   April, buy back your time. May, high output management. June, come up for air. July, you can heal your life. August, your next five moves. September, die with zero. October, the power of fun. November, who, how. And December, deep work. This is our last one. And like talk about a really fun year that you guys have actually gone through of all these different books. And I hope you've enjoyed them. I hope you've read them. I hope you've enjoyed the book club. I'm excited to...   like, you know, we're doing in 2026, it's still TBD or excuse me, 2025 still TBD. But talk about how many incredible books that you guys have read this year. and just think like that's so much wisdom brought into your life. And I hope you're implementing these ideas. Like I think back to, as we look back, the go-giver remembering to do those simple acts of kindness for people and to notice and to give more value than people expect. Crucial conversations, saying what needs to be said, not like dodging and beating around the book.   or the Bush. Wow. the noticer just noticing people. remember the, the, was either the beach. He was sitting on a beach and eating seafood and was like, I'm on this crummy beach eating this like day old food. And the noticer said like, I am eating surf and turf with a view and just looking at things differently. thought was it such a cool perspective, April, buy back your time. You guys know, I'm obsessed with this. What's your dollar per hour? how can we buy back more of our time and do more of what we absolutely love?   High output management, figuring out how we can actually maximize and be high output consistently within our management team. Really lovely book. Come Up for Air. You guys know I love this one. This was like leveraging systems and teams. I made my leadership team. I didn't make, I had our leadership team read this book. There was so much goodness with Come Up for Air that I loved. Systems and tools, we've implemented so many of the things from that book. Definitely is gonna be on my consistent books to read here over here.   Kiera Dent (02:23.552) The next one, you can heal your life. This one was such a unique one of diving deep into our own personal lives and how can we heal ourselves and heal from the past and letting go of things that are holding us back. Your next five moves, looking at the business strategy and thinking of what do we need to do next and what are the next five moves in our business. Really incredible. Die with zero. I loved Die with Zero. Another book where you literally like live life now.   And it's such a controversial book compared to Profit First. I love the controversy. I love thinking of it, but really die with zero and how can we have more fun in life? The power of fun. you know, remember how to feel alive again and the different areas of how we can make fun and play more a part of our daily life. Who, not how. It's going back to buy back your time. Thinking of who can do this, not how can we do this? Who can we leverage? Consultants, team members.   Delegating collaborating all those different pieces and now today deep work This book to me is such an incredible Like I love it. I love it so much It was recommended to me by a doctor that I'm obsessed with and their team and he's just someone this doctor I feel is able to get so much done and I was like, what do you do? And he said deep work is one of my biggest things and he goes and hides in the library and he Will consistently like this doctor is someone that I feel is such a high   output constantly and just keeps doing it. like his secrets are he's great with time management. He has none of the apps on his phone. So there's no Slack, there's no text messages or excuse me, there's no emails. It's literally just used as a phone. And then he has, he blocks his time. He's very disciplined. He's disciplined with his spiritual life. He's disciplined with his kids life. He's disciplined with his physical life. He's disciplined with his work life. And I'm just so impressed by who he is. And he said deep work was one of his pieces.   So getting into deep work, are four rules. number one is work deeply. Number two is embrace the boredom. Three is quit social media and four is drain the shallows. And what I loved about this book is he really talks about like he, this guy, he was like in his room and he realized when he like locked himself in this room, he was able to like exponentially grow in his career and like what he was learning and realized.   Kiera Dent (04:41.464) that the reason we don't grow as much as we could is because we're constantly distracted. so within Deep Work, it talks about, we blocking time? And you can call this CEO time, you can call this Deep Work time, but like, we blocking time, distraction free, to work on the biggest projects of our organization? And so Deep Work, like I said, you will see in every one of my calendars, blocking out two to four hours per week is what I recommend for doctors. And I'm really big on blocking it during your production time. So that way you actually...   are super focused and super intentional with no distractions. That does not mean you have to be in the office. I actually sometimes recommend not being in the office so you're not distracted, but it's really awesome. There's actually some really cool apps that you can do that lock everything. So when I go into deep work time, you can literally lock everything. So no email, you could set up the apps or the browsers that you're allowed to do. And then literally your whole computer locks out of everything else. So when we get bored, we want to go scroll social media. You can't do that.   And that's where it's like the embracing the boredom that I thought was so critical and so incredible is we embrace the boredom. We embrace these different things because when you embrace the boredom, you push through versus being distracted and wasting away our time. so during it, like literally you want to go check your email and it's shocking because you'll see how often you check your email, check your social media, do all these different things. But the answer is like, we're here to have deep work with no distractions and we're training ourselves.   to become so effective with our time when we're working on these projects that we actually move the needle forward exponentially. And I love this. I love this so much because we are in such a distracted society that we don't get deep work done. So many dentists are like, Kiera, like, I just can't get this done. I'm like, block the deep work, block the CEO time, office manager, same thing. Like this is, and it's not for us to do the little tasks, like the payroll that we know is going to get done or to check. It's like, no, we need to make a operations manual. We need to get that done.   We need to build out new job descriptions and tiers for our employees to move up from one position to the next. We need to go and figure out like it could be CE. For me, a lot of times it's like projections for the next year. It's looking at my PNLs. It's building out for us. Like I've been working, my deep work time has been so focused on building out content for next year's in-person events for our doctors that I hope that you're coming to. If you have not, please sign up. Prices do go up in January. We have promoted the prices through end of year for you guys.   Kiera Dent (07:04.42) giving you, want people to have this be a no brainer. So you actually save exponentially thousands and it is a complete tax write off. You get to come be with us in person. You get to network with peers, but we're going to do, like I said, a strip down from top to bottom of your business. And you're going to have a plan every quarter of what to do plus one-on-one calls with the consultant. And you also get us to help with team implementation. So we're working with the doctor and the team. It's doctors and OMS in person. This has been my deep work. This is what I'm working on every single week. This is what's pushing the needle forward. This is how   as a CEO who's busy, I pushed the most important things forward. And it's crazy because this is, one of my favorite quotes from Jaco Willings is discipline equals freedom. And so having the discipline to do this deep work that Cal Newport talks about in there is just so incredible to me. because really we've got to be digging in, we've got to be working on the pieces that move us forward. We have to be able to focus without the distractions on these tasks. And so like,   It literally allows you to focus and to work without distractions. And they talk about in their like shallow work versus deep work and shallow work is non-cognitively demanding logistical style work often performed while distracted. So think about like how often we submitted payroll while distracted, how often we've answered emails while distracted. We've been slacking like in our company, I make it to where we're in meetings. We have no new standard that...   We are present and that means Slack is closed, phones are shut off, all of our emails are closed and we are present here because it's so easy to be distracted. Whereas Deep Work is like a superpower in our increasingly competitive 21st century economy. And so really it's like, in order to produce our absolute best stuff, we have to commit to Deep Work. This is where we have the creative spaces, this is where we have the very Deep Work. Like this doctor I was telling you about who recommended this to me, they have...   Six practices they have grown their practices exponentially their practices are producing Multi-millions they have a leadership team the doctors been able to remove themselves from the practice and it's because I believe this doctor has been working on deep work for years Also in deep work It's the ability to quickly master hard things and the ability to produce at an elite level for quality and speed two core abilities for thriving in today's economy because when we When we teach ourselves not to be distracted when we teach ourselves that we're here to work   Kiera Dent (09:22.99) There's no distractions. Like it's literally incredible. If you guys didn't listen to my podcast with John Jackson from Defy Ventures, who was a prisoner. I hope you guys listened to that. He is someone who has inspired me in 2024, like top people that I've met this year. And I remember him saying like when he was in prison, there was nothing there for him to do other than learn. He was sitting in cinder block walls. There were no distractions he could have.   And he learned and he learned a lot. He learned how to run businesses. He taught himself that and that's why they do this for prisoners, but like, let's not be in prison to teach ourselves how to work without distraction. and in the book, one of the quotes is to learn hard things quickly. must focus intensely without distraction. So if you don't know how to do your numbers, well, are you spending the deep work time to learn how to read a PNL to learn how to do cashflow to learn and listen to different podcasts or books or have a coach or a mentor with you doing this with you.   But really it's there. And then they said, your work is craft. And if you hone your ability and apply it with respect and care, then like the skilled will write, you can generate meaning in the daily efforts of your professional life. So, and then I love, say the key to developing a deep work habit is to move beyond good intention and add routines and rituals to your working life designed to minimize the amount of your limited willpower. Nessa Nessa. Wow. Necessary to transition into and maintain a state of unbroken concentration.   And when you can master deep work, and I'm not going to say that I'm the best at it. I'm not here to tell you like, I'm incredible. I'm here to say like, I have learned a lot of this. have taken this on and it's true. Like we are so distracted. It's so easy to be distracted. There's even a company called The Brick. And what you do is you can literally brick your phone where like you can tap it and your whole phone shuts off. And it's just a phone like that you can call with. That's the only thing you can do with it. But just think of how much more in life you can achieve, how much more in life you can.   accomplish, how much further your business could grow, how much more you could invest in your relationships if we weren't distracted. And that's not to say there's not a place in time for social media and different things. Like, of course there is, but let's do that intentionally, not distractedly. Let's do that because we choose to, not because it's a habit that we haven't been able to break. Let's work on the big frogs of our business, right? They talk about eat the frog first in the morning, the thing you don't want to do. To me, that's the deep work. Like so much of what I put on deep work, I literally dread.   Kiera Dent (11:46.264) But now with the use of chat GPT and other things, like you can actually move things in deep work so much faster than we've ever been able to do. And so really maximizing this. So like I allow it to be open, but like it's wild. When I lock everything out, I feel annoyed actually. I'm like, but I also am shocked at how fast my mind gets distracted. so to be able, it's like meditation, to be able to help ourselves be so like to me, deep work.   and meditation are training our minds rather than being like, I don't know, it's not manipulated, but guided by a wandering mind. Like I wanna focus and be intentional with my thoughts and with my life. And I'm creating it rather than being managed by it. And I think that that's deep work does is that to me, deep work is exercise for the mind. Meditation is exercise for the mind. It is being able to be this like pristine top performer.   for two to four hours a week and to get the big projects done. And just, want you to think about, let's just think about a practice, a doctor and an office manager who do deep work. I guarantee you like bonuses for your hygiene. So hygiene production and bonuses could get done. Operations manuals could get done. Protocols and reviews of the company could get done. The financial piece could get learned in one year's time doing deep work. It probably would be less than that. You could really go through and write protocols and...   have better onboarding systems. Think about an associate onboarding process. Think about being able to figure out a billing system and process. I mean, yes, of course you can hire us and we have most of that already for you, but just think of all the things you can move forward. Think of the new ideas you could create. Think of the ability to onboard an associate doctor better. Think of the ability to go and look through all of your exams that you did and figure out where did I not do as strong and how can I refine my presentation style.   Think about being able to go and observe your practice and see it in this zone. Like all these projects, think of everything that's big on your list. To be able to set aside two hours a week is just like mind boggling. And then to think if we're doing this consistently, how much more will you actually be able to get done? How much more time will you be able to have? Because you're gonna like check off your checklist pretty quickly and then you're gonna start to go into like new lessons. Like think if you spent two hours a week on chat GPT.   Kiera Dent (14:06.378) learning it and how to use AI better in your practice. How much further ahead would that send you? This is the type of deep work and learning new skills and learning new insights that I think could be absolutely masterful for you. So I loved this book. I love helping offices set this into their schedules. I love helping office managers realize the practice will not burn down with you being gone for two hours. I love doctors realizing this is your CEO time. This is where you review your P &Ls. This is where you look at the numbers of your business. This is where you do your projections for the next year. This is where you do all the different pieces.   is during this deep work time, undistracted, very focused. So I hope you read it and I hope you love it. And I hope that you had a really fun year advancing yourself with professional development of reading these books and expanding your minds and expanding what you believe is possible and turning the impossible into possible. And I really hope that you've just realized how much you've invested in yourself and how beautiful it is to keep   growing and creating and evolving. Life is a journey. These things take time. Mastery is not done overnight. And so I just implore you as you go into 2025 that you truly, truly, truly set aside deep work time. Commit right now that you're going to do it you're going to see how much your practice will flourish. And I promise you will be life changing for you.   I hope that you choose to join us in person in 2025. I hope that you choose to not to keep thinking about consulting, but to execute on it. I hope that you decide to invest in yourself and your team this next year and that you just truly have the best year of your life. I will be getting you guys books to read and I just hope that you know your life is yours to create, not to manage. So let's start creating it through our deep work time. And I hope you guys loved it. I loved reading this, if you can't tell.   And as always, for all of you listening, thanks for listening. I'll catch you next time on the Dental A Team podcast.

To inspire the most effective team for your practice, Kiera shares three key attributes that need to exist among staff members: Trust and vulnerability Healthy debate Peer-to-peer accountability Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: Kiera Dent (00:01.05) Hello, Dental A Team Listeners. This is Kiera and I am so excited for today's podcast. This is something that I've been working on with tons of teams and within our organization and just a lot of different fun things for you. So I hope you guys are having an incredible day. I hope you're ready for just some magic here. I hope you're ready for some podcast magic. I hope you're ready for some life magic. And I hope you just remember we are truly so blessed because we get to work in the incredible profession of dentistry. So I hope you just remember that. And as always, thank you all for being podcast listeners.   Don't forget to download, like, subscribe, share this, leave the reviews to keep this dental podcast serving all of you practices for free. That's how you guys can help us out is to go and share this with someone to give us those reviews, to share it in those Facebook groups because my goal is to have this podcast in the hands of every single Dental A team listener, every single dental, we need an edit. 52.   My goal is to have this in the hands of every single dental practice out there and so you can help make that dream a reality. So please share it, love it, like it, leave the reviews and just know I'm giving you a high five, a hug as appreciation and thank you. So let's get going today. Today I wanted to go through, I've talked about it a couple of times before, but there is a book by Patrick Lencioni called The Five Dysfunctions of Teams and I've talked about it before. It's one of my absolute favorite books.   on the podcast. have not booked Club This and I honestly should book Club This, but it's a really great one. And I was introduced to this book and I was told to literally use this book in like partnerships and different things. And if we don't have the core five layers of this, we actually have dysfunctional teams. And so me and some of my offices, we've been working on it and we realized that we don't want to have dysfunctional teams. We want to have functional teams. And what's another word for functional?   It's a winning team. And so if you're not familiar with it, I'll give you a quick rendition. I coach this with lots of offices and I think being an outsider, that's honestly why I love being a consultant. We are having the same thing within our company because sometimes just that outsider perspective can really, really help you and your team get on board and get into those levels that you need to have it. And so with Teams, I'll just introduce you to the five dysfunctions of a team or as we call it, we flipped it around of how to have the five elements of a winning team.   Kiera Dent (02:20.186) So it's in a triangle and at the bottom, it is actually with the bottom portion of the foundation of this triangle is called trust and vulnerability. And so if we have trust and vulnerability and it's not trust of like, if I delegate something to you, I know you're actually going to do it. Like that's one element of trust, but there's the other element of trust where I trust that I can say whatever needs to be said to you and know that there's not going to be backlash. There's a really great example think about in sports.   The quarterback is getting sacked and they go to the blocker and they say, hey, you've got a block for me. I need you to block. And the blocker is not like, the quarterback's so mad at me or the quarterback's feeling this or that because they have the conversation. But we have permission to give feedback and receive feedback. And I think really setting up your office to have those permission to play, permission to give the feedback, permission to have the conversations, permission to say what needs to be said so we can ultimately make our practice grow.   Now, of course, within trust and vulnerability, the way we say things and the way we present things will oftentimes make it so much better versus just saying what needs to be said. So I do believe that trust and vulnerability is an art more than it is a science. But if you can get your teams really having that trust and being able to call the shot, if you will, like in sports, because in sports, they're able to do that because they know how to win and they're willing to call each other out. They're willing to say what needs to be said because they want to win. And in Patrick Lanzione's book,   it really does give the formula of how we're able to win as a team. And so if we know how to quote unquote, put points on the scoreboard, and that doesn't necessarily mean revenue, it can, but if we know what winning looks like within a practice, then it's easier to have the trust and vulnerability, have the conversations. And I think the more you give your practice the permission to play, the permission to have the conversations, the easier it is. But this is a conversation that needs to be had. I go around to offices and I actually coach offices on how to do this, on how to have these   conversations on how to say the things because the reality is this is tricky. And in a lot of offices, this isn't real. If you speak up and you say your mind, you get fired. And so society has kind of taught us not to have this trust and vulnerability, not to say what needs to be said. And I'm here to say, why don't you have your practice be a different experience? Why don't you have your employment be a different experience? There's this whole buzzword of vulnerability and being authentic. And I think this is how we actually can create that as a real true piece within our organizations.   Kiera Dent (04:44.27) So once we go up the rung of the ladder, we've got trust and vulnerability. The next layer is healthy debate. So if we have this true trust and vulnerability with each other, we're actually going to have the healthy debate. We're gonna say what needs to be said and we don't come, I really help offices and teams realize we're not coming from our own selfish vantage point. Yes, we bring our vantage point there, but we're always working towards what's in the best interest of the business. And if the business and the practice is the root of what we're doing, then guess what? The healthy debate should be not if you're right or if I'm right.   but it's literally what's in the best interest of the business. And I think when offices do this and have the healthy debate and we have the conversations, hygienists bring their opinions, dental assistants bring their opinions, front office brings their opinions. And again, not to be right, but to figure out what's the best for the business and the practice and the patients instantly we're able to flourish, which then leads to the third rung on this ladder of our winning success pyramid. And that is commitment.   So whatever we healthy debate, whatever we decided meetings, we as a team actually commit and we're not having these side conversations. I always say, what needs to be said in a meeting needs to be said in the meeting. We're not having it go outside because once it goes outside, we've lost all of our trust and vulnerability. We've lost all of our ability to communicate with each other. All of that's gone. And so say it in the meeting. And if you don't say it in the meeting, that's on you. And you need to take the ownership of that and say, I didn't have trust and I didn't speak up and I didn't healthy debate it.   And that's on me because whatever's committed in that meeting, we commit and we move forward, which then leads to the fourth tier, which is peer to peer accountability. And I think what's really lovely in peer to peer accountability is let's go back to that sports analogy. They're having peer to peer, that quarterback's not running over to coach and saying, hey coach, could you tell the blocker to block for me? They're like, hey office manager, could you tell that assistant to have that route slip handed better to me? No, we've given permission to play.   We're calling the play, if you will, like block for me. I can't get sacked. We're not going to win. If you don't bring up a route that fully filled in that's, that's hurting me and the patient, the patient didn't get the best experience and nobody wins. And on peer to peer accountability, if we don't have that, we don't have the permission to play within our team. And we don't have the trust where teammates can call each other out so we can win again in a way that's with love and empathy and curiosity and also making it to where the patient wins, the team member wins and the practice wins.   Kiera Dent (07:03.234) That's what we're looking for. We want our patients to the best experience. And if we can't call each other out when a route slip is not handed off perfectly, or we don't have a perfect handoff, the patient didn't get the best experience because now they've left and we didn't get the correct information there. The treatment coordinator didn't get the best experience. They didn't win from that. The dental assistant or whomever dropped it off or the hygienist whomever dropped the patient off, they're not getting the best experience because they didn't even know it was a wrong handoff. And this is where we have that peer to peer accountability. And when you can get your practices to have peer to peer accountability,   your practice will flourish. And that's at the top of the triangle is winning. And in Patrick Lanziani's, it's the opposite and it's like inattention to results. And so this is the flip of how to have a winning model. And I just want to come on of like, if you can help your team realize trust and vulnerabilities where we should be spending 90 % of our time. So how can we build more trust within our teams? We can do trust exercises. We can be vulnerable. Trust exercises are not like I remember as a kid, my brother.   Remember the trust falls where it's like you have to trust that someone's behind you they're going to catch you? Like, yes, you could probably do that. But we're talking more trust of, can we say things? Maybe it's about being vulnerable with our lives of what we've gone through in our childhood. Like, hey, this is where I was born. This is the number of siblings I have in my family. And this is something I really struggled with in childhood. This is something that I really struggled with that made a big impact and a profound impact on me. And just thinking about, are there ways that we can actually get this to where   We're sharing and we're more open and the more vulnerable owners are here and the more they have trust in the more we actually call the things out of like, Hey, dental assistants, what's your perspective? I know that there's something there. The more we have permission to play, the more we have these trust conversations, the more we build trust amongst each other, the more we share things, the more we call each other out and say like, great job. was a great, that was a great blocker. That was a great handoff or Hey, I need this information from you. And we're not having the nitpicky, the   drama, the eye roll of like, my gosh, Keira just always wants a perfect handoff. Well, yeah, of course I do. That's our standard of winning. If I don't have a perfect handoff, how am supposed to have a perfect treatment plan for these patients and not to blame you? This is just the system that we have. So let's all work together. My job is to make sure I'm presenting perfect treatment plans. And I can't do that if I'm not getting perfect handoffs of the information that was said in the room. So all these little places are how you're able to build a winning team.   Kiera Dent (09:25.016) And this is what I obsess about. And this is what I love helping offices have because we focus so much on the skills. So many people are like, here, I want the systems. And yes, I've got the systems. Come, we have it, whether it's on our virtual or in-person. Come, I've got the systems for you. I have operations manuals. I've got the systems of morning huddle and route slips and handoffs and case acceptance and trackers and phone call trackers. And like literally any system you probably have ever wanted, I have a system for it. But that's 20%. It's just like in football, they can have all the plays.   But if they don't run the plays, they don't execute, they're not watching each other and they're helping because once you put the plays in action, AKA when you put the systems in action, customers come in, patients come in, people are coming different ways, other people are working, we've got lots of hands in the pot. The way you have the systems operate perfectly is being able to, have a great system, that's 20 % of this equation, but the other 80 % is being able to have this trust and vulnerability, the healthy debate, the commitment, the peer-to-peer accountability, and then we ultimately win as a team.   So if this resonates with you, try it out. Have the trust conversations with your practice. Have the trust conversations with your team. Have these conversations. And the more you have it, to me, it's how can we build more trust and vulnerability? So ways to do it, like I said, where are you from? How many siblings? And then tell something that you struggled with. Now, this is where you've got to be vulnerable. This is where you've got to set the stage as leaders.   of what's the level of vulnerability that we're going to have within our practice. What's the level of vulnerability? If it's like, you know, I really struggled being popular. That's something I struggled with. Well, your team can't relate with that, but maybe you struggled with weight loss when you were a child. Maybe you struggled being bullied as a child. Maybe you struggled like for me, I cheated in first grade because my brother was so freaking smart and I actually wasn't that smart. And my family was so insistent that we go to college and here I am not passing spelling tests. And so I literally cheated in school.   to get my mom to put my paper up on the wall because I wanted to be as good as my brother was. I really struggled in school and people look at me like, how is that even possible? You graduated from Valedictoria. Like, no, I freaking struggled and I had to work really hard at it I would throw my books across the room because I was so frustrated that like all of my other siblings got it and I just didn't. And yet I knew I had to get good grades because my parents couldn't afford to put me through college. And the expectation to my family was that I went to college.   Kiera Dent (11:42.244) Like that was something I really struggled with. And so I literally in first grade moved my books away. I put the test words right there. And I literally cheated on my test in first grade to make sure that I could have good grades. And I got called out on it I was super embarrassed. And I had to go home and tell my parents and I straight up lied to my parents that I was just looking at the floor. But it taught me a really good lesson that I'm not naturally smart. I actually have to work for this and I have to figure it out.   And that was something that I really struggled with as a child. And if you can come to the table where you actually can share and empathize, now it's like, all right, this is Kiera as a human. I'm not coming here because I'm better than you or I'm less than you. I'm coming here because I ultimately want to make our practice great. And if we can share those things with our team and we can expect that level of trust and vulnerability and you as the leader and the owner and the doctor and the office manager coming together and telling our team, like, we want to hear this.   Yes, there's navigation. can't tell you how many times I call it out in offices of like, Hey, like we could definitely say this with like a little more finesse, but you're right. Like this is spot on. This is what needed to be said. Let's practice our delivery and our approach for future. Those are the small things, but this is how I make practices exponentially grow. And if you don't have the trust and use you as the owner aren't doing this. That's where I love consulting offices. This is where I love. I help hundreds of offices do this. This is where I love teaching each other to how do we call each other out in the play?   How do we help each other realize when we're presenting treatment plans, we're planting weeds in our flower garden, aka we're saying words that's actually deterring patients from saying yes to us. And if I can't hear that internally, I need to trust my team to call me out on it and receive that with grace and humility and say, thank you. That's the way we're all able to win together. So this is an epitome of how you build a winning team. It's a great formula for you. Like I said, the book is incredible. Also something where we help with this, but I think...   For me even having an outsider that can help my team realize like, say the things and watching that consultant within our company navigate our team and help them have the trustable conversations, say what needs to be said, really commit. There's no side conversations. And when there are side conversations, how do we have grace and humility and help each other out is really what I'm passionate about. So if you realize like, my gosh, my team needs help with this, reach out. Hello@TheDentalATeam.com.   Kiera Dent (14:04.846) I'm here for you. can do a strategy call. can help you because so many people want the systems and don't realize the trust and vulnerability, the hard conversations that you don't even have to call them hard conversations. Let's just call them growth conversations. This is how you're ultimately going to flourish and win. And so I just encourage you to set up the winning model, encourage this model with your teams. It works. I've watched teams literally morph in a quarter, in a half a year, in a year into these thriving teams. when teams are disjointed or they're not hitting goals with ease,   Usually that that indicates to me that there's not a lot of trust of true trust and there's actually artificial harmony within that team And so just bringing that for you if I can help in any way I'm here for it and also just bringing it to light for you. So try it out Let me know and as always thanks for listening. I'll catch you next time on the Dental A Team podcast.