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What if I told you your marketing budget isn't the problem — your tracking is?In this Five Minute Friday, I'm breaking down the three things every orthodontic practice needs to make marketing actually work: a plan, a reliable way to track where patients came from, and a clear understanding of ROI. Too many practices are throwing money at PTAs, community events, online ads, referral gifts, and sponsorships without knowing what's truly producing starts.I'll show you the exact question I ask every new patient, why your TC needs to hear the answer, and how a simple spreadsheet can help you stop guessing and start investing smarter. When you know where your growth is coming from, you can double down on what works, fix what doesn't, and grow your practice with far more confidence.Quotes“You need to have a marketing plan. You need to write things down about how you're going to market.” — Dr. Glenn Krieger“You will not be guessing where you should be spending your money. You will be spending it smartly, and your practice will grow as a result.” — Dr. Glenn Krieger
"Get comfortable asking for reviews." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Cameron LiButti of Bidview Marketing shares his unique journey from engineering to marketing, emphasizing the importance of market positioning, pricing strategies, and the evolving role of AI in marketing. He discusses how transparency in pricing is becoming crucial for patient engagement and the need for healthcare practices to adapt to competition. The conversation also delves into the significance of operations in marketing success and the future implications of AI on search and marketing strategies. Jill and Cameron also discuss effective strategies for attracting patients to new medical practices, the importance of understanding generational differences in marketing, budgeting for marketing efforts, and the significance of personal branding in healthcare. They emphasize the need for a robust online presence, effective review strategies, and the use of social media to connect with potential patients. Connect With Our Guest Bidview Marketing - https://www.bidviewmarketing.com/ Takeaways Cameron's unique background as an engineer informs his marketing strategies.Transparency in pricing is becoming increasingly important for patient engagement.Understanding your competition is key to developing effective marketing strategies.AI is reshaping the landscape of marketing and search optimization.Businesses should focus on good PR and community involvement to enhance visibility.Traditional SEO practices remain relevant despite the rise of AI.Understanding generational differences is crucial for effective marketing.A robust online presence is essential for new practices.Review strategies should be consistent and well-planned.Investing in quality photography can significantly enhance a practice's brand.Marketing budgets should be tailored to the specific goals of the practice.Data-driven marketing strategies are essential for success.Social media can be a powerful tool for personal branding in healthcare.Humanizing the doctor-patient relationship can improve patient engagement.Chapters 00:00 Introduction06:20 Pricing Transparency Debate13:53 Calls and Conversion Systems15:19 AI Search and SEO Reality25:09 Personalized AI Results28:22 Beating Competition Basics32:52 Reviews Strategy That Works35:23 Marketing Across Generations36:47 AI Search And Lead Sources40:39 Budgeting Marketing Spend45:07 Paid Ads Market Share Math48:08 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us Fan MailMore Efficient Results, More Personal Attention ... Less Visits - The Day a Patient Disappeared and the Clinical Results were Astonishing w/ CoHost Dr. Robert Shafer A patient can go a full year on aligners without an in-office check and still finish beautifully, and that fact should change how you think about orthodontic remote monitoring. We sit down with Dr. Robert Schaefer, one of the most effective users of remote monitoring we've ever seen, to unpack what actually happens when you stop treating virtual scans like a side project and start building your workflow around them. The result is less chaos, fewer wasted appointments, and a calmer way to run aligner treatment day to day.We talk through the real reasons practices say “remote monitoring doesn't work” while still scheduling chair time that no one can explain. The core issue is usually training and default settings: teams and doctors often look at a scan and jump straight to “bring them in,” instead of asking “how can we keep them progressing without disrupting their life?” We also dig into the control problem, the common belief that patients need to see you to justify the fee, and why convenience is often the strongest value you can deliver for busy families.You'll hear practical takeaways on aligner tracking, catching noncompliance early, avoiding the dreaded surprise appointment, and when it does make sense to bring someone in (like certain elastic or bite checks). We also cover how fewer in-person visits can free time to upgrade your patient experience, education, and coaching, plus why dabbling with a “10-case pilot” often leads to failure. If you want better Invisalign and aligner outcomes with fewer fires to put out, this one is for you.Subscribe for more, share this with a doctor or team lead who's still on the fence, and leave a five-star review if you want us to keep pushing into what modern orthodontic practice management can look like.Click here to follow The Brian Wright Show PodcastClick here to subscribe and watch on The Brian Wright Show YouTube Station Thank you to our SponsorsNew Patient GroupWrightChat
"It's not just a transaction."Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships and the necessity for both parties to act like owners to ensure a successful collaboration. Jill and Doug also go over the complexities of family practice transactions and the importance of aligning treatment philosophies. They also delve into the financing aspects of partnership buy-ins, emphasizing the need for clear communication and understanding between partners to ensure successful collaborations. Connect With Our Guest Bentson Copple Patterson & Associates - https://bcp-advisors.com/ Takeaways Doug has been in the orthodontic industry since 2004.The DSO market has significantly impacted orthodontic practices.Partnerships are becoming more common among younger doctors.Partnership deals can take years to form and require careful planning.The buy-in process typically involves an association period before ownership is transferred.Financial modeling is crucial for understanding partnership dynamics.Both parties must be comfortable with the financial outcomes to avoid resentment. Doctors should consider tax implications in family practice transactions.Effective communication with CPAs is crucial for financial planning.Partnerships require clear agreements on decision-making authority.Understanding treatment philosophies is essential for successful partnerships.Financial transparency is key to avoiding conflicts in partnerships.Chapters 00:00 Introduction02:01 Doug's Background and Firm05:08 Why Partnerships Are Rising09:10 How Partnerships Are Structured14:13 Buy In Timeline and Profit Split22:39 Modeling the Deal on Paper25:45 Tax and Entity Structure Basics27:39 Family Transactions Tax Traps31:17 CPA Communication Gaps32:29 Partnership Control Rules35:40 Discretionary Spending Fights38:34 Treatment Philosophy Clashes41:15 Financing and Real Estate In The Deal46:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
Hello voices from the bench community, John Wilson here and I wanted to share some news about the evolution of the Programill lineup. Most importantly, Ivoclar's new PrograMill 7. What stands out right away is the reduced air consumption this mill requires, but what you'll notice first is that impressive new touchscreen. For us, the biggest advantage has been increased spindle power. My laboratory's known for these larger cases with complex geometries, and I can tell you that extra power really makes a difference. Next time you see your Ivoclar representative, be sure to ask about the PrograMill 7 and tell them John Wilson sent you. Thank you. At exocad Insights in beautiful Mallorca, we finally caught up with Felix from Imagine USA—and the timing couldn't have been better. As an exocad dealer on the front lines of digital dentistry, Felix shared his excitement about the strong turnout, the familiar faces, and most importantly, the innovation coming from exocad. What stood out most? The new exocad Hub and its cloud-based capabilities, along with powerful AI-driven tools inside DentalDB designed for efficient batch processing. For Felix and the Imagine team, it's not just about seeing what's new—it's about putting it to the test. By running new features through their own production facility first, they ensure real-world performance before bringing solutions to their customers. Beyond the technology, Felix emphasized the value of being there in person—connecting face-to-face with partners, having meaningful conversations, and stepping back to see where the industry is headed. And of course, doing it all in Mallorca doesn't hurt either. From wire-bending machines and digital ortho workflows to Vulcanite dentures and photogrammetry, this episode from the DLAT floor is packed with stories, laughs, and a whole lot of dental lab wisdom. First up, the crew sits down with Jason Dyas — better known these days as the man behind Ortho Outlaw and everyone's favorite outlaw mascot, Clyde. Jason shares his journey from construction work and garage-built orthodontic appliances to running successful ortho labs and diving headfirst into digital technology. What started with fax-machine marketing and Walmart bench grinders eventually evolved into automated wire-bending machines, digital scanning, social media content creation, and a growing mission to help older labs embrace modern workflows instead of shutting their doors. The conversation covers everything from AI-driven ortho tech and the future of wire bending to building a brand, traveling to industry events around the world, and how Ortho Outlaw became one of the most recognizable new names in orthodontic lab social media. Then the podcast catches up with longtime friend of the show Jim Collis for an incredible deep dive into 45 years of dental technology experience. Jim talks about teaching hands-on courses at DLAT, helping labs transition from analog workflows into digital dentures and 3D printing, and why education is still the key to success in modern dentistry. From discussing AI-assisted denture design and automated workflows to reminiscing about fixing Vulcanite dentures and the earliest days of implants, Jim delivers one amazing story after another. Along the way, he shares lessons from his CDT journey, the mentors who shaped his career, his passion for consulting and education, and why he still loves this industry after nearly five decades. It's equal parts history lesson, technology discussion, and classic Voices From the Bench chaos — complete with Star Trek references, Slurpee stories, and enough off-topic tangents to make Barb proud.Special Guests: Clyde, Jason Dyas, and Jim Collis CDT.
"You don't fix a $30,000 problem with a discount." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to technology-driven solutions, and the need for customization based on practice size and needs. Kira emphasizes the significance of purchasing habits and the often-overlooked process of verifying vendor invoices as critical components of effective inventory management. The discussion also covers common areas of overspending, particularly in bonding materials and disposables, and offers strategies for startup practices to establish a solid foundation for inventory management. Connect With Our Guest UpTracker - https://www.up-tracker.com/ Takeaways Kira Woods started Uptracker to address inventory management issues.Doctors need to see both macro and micro inventory data.Many practices rely on one staff member for inventory management.Purchasing habits can significantly impact supply spending.Invoice verification can lead to quick returns on investment.Clerical errors in invoices are common and costly.Understanding true costs includes more than just product prices. If you don't check invoices, you're agreeing to whatever they decide to charge you.The right amount to spend right now is crucial for staying on goals.Incentivizing staff can lead to better budgeting outcomes.Bonding materials can be a significant area of overspending.Startups should prioritize visibility in inventory management.The goal isn't less inventory, it's smarter inventory.Chapters 00:00 Introduction04:58 Why Inventory Gets Ignored06:21 Macro vs Micro Inventory08:52 From Sticky Notes to Scanning15:02 Customizable Inventory Strategy16:26 Purchasing Habits and Spend24:23 Verifying Vendor Invoices29:57 Real Time Budgeting Basics32:56 Staff Incentives And Culture34:29 Common Spend Leak Examples37:50 Startup Inventory Playbook41:34 Cross Training And Controls44:40 UpTracker Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us Fan Mail“Culture” is the most overused word in business and one of the least defined, which is exactly why so many teams drift into drama, burnout, and inconsistent performance. We wanted a definition you can actually use, not a slogan on a wall. So we start by grounding everything in experience: the full set of cognitive, emotional, sensory, and behavioral responses people have across the entire journey, before and after they work with you, buy from you, or join your team. When you see experience end-to-end, it becomes obvious why organizational culture is the first lever that shapes every outcome downstream.Click here: Schedule an Online Consultation with our Podcast Host and Founder & CEO, of New Patient Group, Brian WrightListen to Brian Wright on Dr. Glenn Krieger's OrthoPreneur Podcast https://podcasts.apple.com/us/podcast/the-orthopreneurs-podcast-with-dr-glenn-krieger/id1446375553?i=1000751184177Thank you to our Sponsorshttps://newpatientgroup.comhttps://wrightchat.comThen we break culture into four practical parts you can audit immediately. First is the invisible blueprint: what your team does when nobody is watching, especially at the end of a hard day. Second is shared language, because the phrases you allow (“we don't have time,” “we can't,” “why change?”) quietly set the mood, effort level, and follow-through of the whole workplace culture. If you want a proactive team, you have to lead the language from the top and make it consistent across the group.From there we get into behavioral standards, including the uncomfortable truth that your “best performer” can be your biggest culture leak if they treat people badly. Great leadership sets a floor for acceptable behavior and refuses to reward results that come with disrespect. Finally, we talk accountability as the social contract that makes the other three parts real and repeatable, creating a culture that attracts and retains exceptional talent. If you found this useful, subscribe, share it with a colleague, and leave a five-star review so more leaders can build a healthier, higher-performing team.
“It's a business killer.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experiences. Anthony shares insights on how SmileSuite has streamlined the new patient call process and the significance of providing a human touch in patient interactions. They dive into the importance of human interaction in patient communications, the evolution of call handling in dental practices, and the impact of technology on patient satisfaction and practice efficiency. The discussion also covers innovative strategies for improving new patient acquisition and the overall growth of orthodontic practices. Connect With Our Guest SmileSuite - https://getsmilesuite.com/ Takeaways Dr. Anthony Bonavoglia is an orthodontist with 20 years of experience.SmileSuite focuses on handling new patient phone calls for practices.The importance of quickly converting leads into appointments is vital.Many practices struggle with managing patient inquiries effectively.Patients prefer various communication methods, including text and online forms.Automation can enhance efficiency but should not replace human interaction.Understanding generational communication preferences is essential.Creating a positive first impression is crucial for patient retention.Data shows a significant increase in patient bookings with effective call handling.Practices can benefit from outsourcing call management to improve efficiency.Patient satisfaction is directly linked to how calls are handled.Asking about additional needs during calls can increase patient bookings.Virtual consultations can qualify patients without taking up doctor time.Chapters 00:00 Introduction01:35 Anthony Background and SmileSuite04:18 Missed Calls = Lost Patients06:19 From Contact to Contract08:31 Speed to Lead Systems11:48 Generational Communication Shifts15:08 Call Scripts and Consistency21:49 Automation Bots and Human Touch24:11 AI Assisted Humans26:47 Conversion Lift Data30:47 Triage Beats Voicemail32:59 Referral Slip Save34:34 Call Tips That Convert37:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/
In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/
AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary KayMiller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AIOverviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the QR code and request a free AI Visibility Audit.WHAT YOU'LL LEARNWhy showing up in AI results today does not mean you are safe tomorrow (the "false security" problem)The shift from rankings to recommendations and what that means for orthodontic marketingA quick AI readiness self-check any practice can run in 10 minutesWhat AI engines actually look for: content depth, trust signals, structured authority, review dataWhy the average orthodontic practice scores below 40 out of 100 on AI visibilityHow KAL™ audits, optimizes, and monitors your practice across AI search platformsWhy early movers in any market will lock out competitors who waitKEY QUOTE"Early adopters will have a decided advantage." — Mary Kay Miller, Kaleidoscope AI™ABOUT THE GUESTSMary Kay Miller is Owner and CEO of Kaleidoscope AI™, the digital marketing agency widely credited with introducing SEO to the orthodontic industry nearly two decades ago. She leads the development of KAL™, the AI Growth System purpose-built for orthodontic and dental practices. Jeff Slater is VP of Operations at Kaleidoscope AI™, where he leads client services and the rollout of KAL™ across the orthodontic industry.CONNECT WITH KALEIDOSCOPE AI™Website: https://kaldental.aiFree AI Visibility Audit: https://kaldental.ai/auditRESOURCES MENTIONED- The AI Referral Shift (blog):[https://kaldental.ai/ai-rreferral-shift-orthodontists-2026/]- KAL AI Visibility Guide (free download):[https://kaldental.ai/ai-visibility-guide/]CHAPTERS00:00 Introduction02:20 A new AI audit coming to AAO 202605:48 From rankings to recommendations08:54 Quick AI readiness self-check12:32 Website content and trust signals16:22 Showing up now isn't enough23:18 What AI looks for next27:01 Review data and trust29:00 Authority and site structure31:28 The KAL™ Audit System38:44 SEO vs. AI visibility43:00 Startup advantage and speed44:35 How to contact Kaleidoscope A™ and request a KAL™ auditSPONSORSGreyFinch: https://greyfinch.com/jillallen/A-Dec: https://www.a-dec.com/orthodonticsSmileSuite: https://getsmilesuite.com/EPISODE CREDITSHosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
I've had hundreds of conversations with orthodontists about DSOs, OSOs, and private equity—and here's the truth: most of you are making decisions based on incomplete, outdated, or just plain wrong information. In this episode, I sit down with Connor Jorgensen, Director at Tusk Practice Sales, to cut through the noise and talk about what's actually happening in today's market.If you've ever wondered what your practice is worth, how equity really works, or whether you're leaving money (or opportunity) on the table… This episode will give you clarity—and probably challenge a few assumptions along the way.Quotes“When someone tells you you're going to get a 5–7x return on your equity… that's unrealistic. If you're making decisions based on that, you need to run for the hills.” — Connor Jorgensen“If you're going to count DSO equity as zero, then you have to count your private practice as zero too. You're just trading one form of equity for another.” — Connor JorgensenKey TakeawaysIntro (00:00)Why “just say no to DSOs” is bad advice (00:16)Connor's background and insider perspective (04:08)OSO vs DSO vs multi-specialty: what actually matters (06:24)How brokers work—and who they really represent (09:09)Equity vs cash: what orthodontists misunderstand (11:19)Why 5–7x equity claims are misleading (13:12)The biggest mistake advisors make about equity value (16:18)Why selling often beats holding long-term (18:07)How OSOs improve profitability overnight (24:55)Cultural myths: what really happens after you sell (28:02)Why education—not opinion—should drive your decision (29:57)Additional ResourcesConnor and the team at Tusk Practice Sales will walk you through a complimentary orthodontic valuation analysis—no pressure, no obligation, just real numbers and real insight so you can make the right decision for your future.
What if I told you the smartest way to approach airway isn't to become the hero in the room — it's to become the gatekeeper who knows exactly when, where, and how to refer?In this episode of 5 Minute Friday, I tackle one of the most polarizing conversations in orthodontics: airway and sleep-disordered breathing. There's so much noise, ego, and misinformation around this topic that a lot of orthodontists either jump in too aggressively or back away completely. My take is simple: neither extreme serves patients well. We don't need to diagnose everything ourselves — but we do need to know enough to recognize red flags, evaluate the orthodontic pieces we are responsible for, and collaborate with the right interdisciplinary team.Quotes“We are part of a bigger puzzle. We're just one piece and if we work together with the science and our referral base, we'll be able to treat people really, really well.” — Dr. Glenn Krieger“We need to be gatekeepers and we need to work with ENTs and oral surgeons and myofunctional therapists and pediatric dentists.” — Dr. Glenn KriegerKey TakeawaysIntro (00:00)Why the airway conversation has become so overblown in orthodontics (00:25)Why orthodontists should be gatekeepers — not lone diagnosticians (00:46)The real problem with extreme pro-airway vs. anti-airway positions (02:17)How to use symptoms, occlusion, anatomy, and CBCT responsibly (04:55)When to treat the occlusion and when to refer to the interdisciplinary team (06:11)Why ENTs, oral surgeons, myofunctional therapists, and radiologists matter (06:32)What Dr. Krieger's Scottsdale airway course will teach orthodontists and teams (06:43)Why collaborative care creates better outcomes than ideology ever will (08:24)A real example of how orthodontic-ENT collaboration changed a child's life (10:08)Additional ResourcesI've seen firsthand how airway and sleep-disordered breathing can become one of the most rewarding parts of an orthodontic practice — but only when we stay in our lane, know what we're looking at, and work with the right team. If you want to learn how to evaluate these cases more thoughtfully, collaborate more effectively, and treat patients with greater confidence, keep an eye out for the upcoming airway and sleep-disordered breathing meeting in Scottsdale. And if you want to learn more about Orthopreneurs RD, message me directly.Register for the Make More Money Meeting: https://ortho4m.com/home - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/
“IT is not set it and forget it.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ensure smooth operations. Jordan highlights the need for tailored IT infrastructure, including cabling and network security, to support practice growth. He also explores the differences between cloud-based and server-based management software, emphasizing the importance of network security to ensure a practice's long-term success. The episode covers ongoing cybersecurity best practices, such as Zero Trust architecture, and the benefits of proactive IT support models. Connect With Our Guest Cornerstone Computer Solutions - https://cstonesolutions.net/ Takeaways Start IT planning during the startup phase to avoid delays and save money.Tailor your IT setup, including cabling and security, to fit your practice's needs and growth.Understand the differences between cloud-based and server-based software for better security.Wired connections can provide from reliable internet than Wi-Fi.Implement ongoing cybersecurity measures like “Zero Trust” architecture.Regularly assess your current IT systems to identify vulnerabilities and upgrade safely.Opt for proactive over “reactive” IT support models to minimize downtime and enhance efficiency.Chapters 00:00 Introduction02:46 Startup Tech Priorities05:08 Four Phases of IT06:49 Engage IT Early09:24 Launch and Support12:51 Cloud Networks and Cabling17:55 Internet Speed and Redundancy23:24 Downtime in Established Practices29:30 Proactive vs Reactive IT31:50 Monitoring Standards Explained34:57 Cybersecurity Zero Trust37:17 Startup Budget Options40:43 IT Red Flags Checklist 44:21 Contact Cornerstone Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"You don't have to be physically connected to something that's in your office." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advancements in cloud-based solutions, particularly with Cloud 9. The conversation highlights how AI and industry shifts are reshaping the landscape of orthodontics, offering new opportunities for efficiency and growth. Reid and Kevin stress the importance of continuous training and consultation to ensure successful technology adoption. Connect With Our Guest Planet DDS - https://www.planetdds.com/ Takeaways Reid started Orthotrac, which served a pioneering role in ortho software since the 1980s.There's been a shift from traditional to cloud-based systems.Cloud 9, now part of Planet DDS, has been at the forefront of cloud-based solutions.Cloud technology can reduce cost and improve accessibility.AI has a growing influence in scheduling, documentation, and financial management.Integrated software ecosystems can benefit multi-specialty practices.Continuous training and consultation is essential in new technology adoption.Chapters 00:00 Introduction02:06 Reid Simmons' Journey07:35 Kevin Simmons' Journey11:01 Planet DDS Merger Vision15:44 Industry Shifts Since 201024:30 AI and API Ecosystems26:48 AI Beyond Email Hacks27:50 Transcription to Treatment Plans29:09 Roadmap Driven by Customers30:54 True Cloud Explained36:18 Next Five Years of Tech38:28 Training and Staying Current41:52 Where to Learn More Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
The future of orthodontics is becoming fully digital and AI is playing a central role. In this episode of Ortho Marketing, host Dean Steinman sits down with orthodontist, inventor, and Celebrace founder Dr. Mehdi Peikar to explore how AI-driven systems and custom digital braces are transforming the way orthodontic treatment is planned and delivered. Dr. Peikar breaks down how AI is used throughout the workflow from scanning and tooth identification to treatment planning and bracket design and how fully customized, 3D-printed brackets are evolving beyond traditional “one-size-fits-all” approaches. He also shares how adopting digital technology can improve efficiency, reduce guesswork, and help practices stand out in a competitive market. If you want to understand where orthodontics is headed and how to stay ahead of rapid technological change, this episode is a must-listen!What You'll Learn:How AI is used in orthodontics from scanning to treatment planningThe limitations of traditional “one-size-fits-all” bracesHow fully customized brackets improve precision and efficiencyThe role of digital workflows in modern orthodontic practicesHow AI assists with diagnosis, segmentation, and treatment designWhy adopting new technology can help practices stand outKey trends shaping the future of orthodontics and digital treatmentAbout Mehdi PeikarDr. Mehdi Peikar is an orthodontist, inventor, and founder of Celebrace, the world's first fully digital, AI-driven custom fixed orthodontic system. He holds a PhD in Biomechanics from Johns Hopkins University, a Master's in Quantum Mechanics and Condensed Matter from the University of Illinois, and completed his orthodontic residency at UCLA. Dr. Peikar holds more than 60 patents and previously invented the Independent Mover technology (Brius/Brava). He now leads Celebrace in developing fully customized brackets and digital bonding trays to bring precision engineering into orthodontics.Learn more about Celebrace: https://celebrace.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/
The future of orthodontics is becoming fully digital and AI is playing a central role. In this episode of Ortho Marketing, host Dean Steinman sits down with orthodontist, inventor, and Celebrace founder Dr. Mehdi Peikar to explore how AI-driven systems and custom digital braces are transforming the way orthodontic treatment is planned and delivered. Dr. Peikar breaks down how AI is used throughout the workflow from scanning and tooth identification to treatment planning and bracket design and how fully customized, 3D-printed brackets are evolving beyond traditional “one-size-fits-all” approaches. He also shares how adopting digital technology can improve efficiency, reduce guesswork, and help practices stand out in a competitive market. If you want to understand where orthodontics is headed and how to stay ahead of rapid technological change, this episode is a must-listen!What You'll Learn:How AI is used in orthodontics from scanning to treatment planningThe limitations of traditional “one-size-fits-all” bracesHow fully customized brackets improve precision and efficiencyThe role of digital workflows in modern orthodontic practicesHow AI assists with diagnosis, segmentation, and treatment designWhy adopting new technology can help practices stand outKey trends shaping the future of orthodontics and digital treatmentAbout Mehdi PeikarDr. Mehdi Peikar is an orthodontist, inventor, and founder of Celebrace, the world's first fully digital, AI-driven custom fixed orthodontic system. He holds a PhD in Biomechanics from Johns Hopkins University, a Master's in Quantum Mechanics and Condensed Matter from the University of Illinois, and completed his orthodontic residency at UCLA. Dr. Peikar holds more than 60 patents and previously invented the Independent Mover technology (Brius/Brava). He now leads Celebrace in developing fully customized brackets and digital bonding trays to bring precision engineering into orthodontics.Learn more about Celebrace: https://celebrace.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/
"Digital is here, it's not the future.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care. Connect With Our Guest Solventum - https://www.solventum.com/en-us/home/ Takeaways Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics.Implementing practice systems and digital workflows is crucial for improving efficiency and patient care.Startups have a unique advantage in adopting advanced systems early in their development.Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions.Emphasizing value per visit rather than cost can lead to better practice outcomes.The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models.Chapters 00:00 Introduction01:39 Marylee's Career Journey07:54 From 3M to Solventum11:28 Solventum Name Explained15:36 Systems Over Products18:00 Bonding Efficiency Examples22:04 Startup Practice Advantage25:21 Startup Systems Matter26:47 Digital Shift Explained28:24 Four Pillars of Digital30:38 Patient Monitoring Mindset32:15 Differentiating With Tech35:04 One Ecosystem Advantage38:26 Efficiency Over Headcount40:34 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
In this episode, I sit down with Kara Pfister, a speech-language pathologist and certified orofacial myofunctional therapist, to unpack one of the most misunderstood—and underutilized—areas in orthodontics: function. We break down what myofunctional therapy actually is, when you should be referring (and when you shouldn't), and why working without a team is one of the biggest mistakes you can make in modern orthodontics.If you've ever wondered why some cases relapse, why certain patients struggle with expansion or open bites, or how to actually build a referral network that improves outcomes—not just checkboxes—this episode will give you practical, real-world insight you can apply immediately. More importantly, it might completely change how you view your role as an orthodontist—not just as a tooth mover, but as a gatekeeper for long-term function and health.Quotes“We're not just fixing speech—we're often preventing bigger problems before they even start.” — Kara Pfister“If they release the tongue without addressing function… it's like doing surgery on a hip and expecting someone to just walk again.” — Kara PfisterKey TakeawaysIntro (00:00)Why orthodontists must act as “gatekeepers” for function (00:30)What a myofunctional therapist actually does (01:17)Why most speech issues aren't being caught early enough (02:46)The real causes: airway, tongue tie, and oral habits (14:35)Why school speech screenings often miss these problems (13:04)How to identify when to refer (31:22)The truth about tongue ties—when they matter (29:53)Why releasing a tongue tie without therapy fails (30:58)Expansion vs. tongue tie timing—what comes first (36:17)How improper function leads to relapse (34:49)Building a referral team that actually works (40:51)Where to find qualified myofunctional therapists (44:11)Additional ResourcesIf you're serious about improving outcomes—not just finishing cases—you need to stop working in isolation.Start by building your team:Find a qualified myofunctional therapist through https://iaom.com (International Association of Orofacial Myology)Connect with specialists (ENTs, oral surgeons, therapists) who share your philosophyAnd if you want to reach Kara directly:
"Women are creating more wealth than ever before" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways $70-90 trillion of wealth will be transferred over 20 yearsWomen will become the primary wealth holders and creators of new wealthThe demographics of inheritors is shiftingTechnology and social media influence financial literacy and investment approaches for new generationsConversations about wealth, purpose, and values are essential to ensure smooth successionThe value of financial education from an early age and ongoing communication within familiesInherited wealth is often rapidly lostFamilies can prepare for this transfer to approach it with confidence and purposeChapters 00:00 Introduction03:36 Why Money Talk Matters04:56 Great Wealth Transfer07:56 Next Gen Wealth Shift11:04 Small Habits Big Wealth13:17 How Women Invest Differently16:48 Confidence and Advisor Gaps21:29 Next Gen Tech Investing25:50 Why Wealth Disappears28:57 Start Money Talks30:44 Purpose Driven Planning33:10 Tech Versus Advisors35:23 Values To Strategy37:20 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
AAO membership delivers far more than most orthodontists realize, and the CEO of the American Association of Orthodontists, Trey Lawrence, is here to prove it. In this episode of the Golden Age of Orthodontics, Dr. Leon Klempner and Amy Epstein sit down with Trey to explore how the American Association of Orthodontists is evolving to meet today's most pressing challenges. From a powerful legal toolkit for new orthodontists to exclusive buying group benefits for 19,000 members, the AAO is fighting hard on multiple fronts. Trey breaks down the association's bold stance on AI in orthodontic treatment planning and why keeping the human in command is non-negotiable as technology reshapes the specialty.What You Will Learn In This Episode:AAO membership benefits extend well beyond continuing education. Trey walks through the new legal toolkit for orthodontists, including a contract guide designed to protect recent graduates from dangerous rookie mistakes in their first associate employment agreements.The AAO's human-in-command framework establishes that no AI treatment-planning tool should operate without a licensed clinician holding ultimate responsibility, thereby protecting both patient safety and the doctor-patient relationship.The AAO's consumer awareness program is actively shaping how AI-powered search and large language models like ChatGPT answer patient questions, ensuring that searches about orthodontic care consistently point toward board-certified orthodontists.Subscribe to the Golden Age of Orthodontics and our sister podcast, Practice Talk, hosted by Lacie Ellis, wherever you listen to stay updated on orthodontic innovation and real-world practice strategies. Visit People in Practice for more insights and to connect with our team for practice growth solutions.TIMESTAMPS: 00:00 Is AAO membership still worth the dues? Introduction of Trey Lawrence, CEO of the American Association of Orthodontists05:03 Trey details the AAO's new legal toolkit for orthodontists and how the associate contract guide protects new grads11:14 How the AAO is tackling rising orthodontic practice overhead through endorsed partnerships, cybersecurity, and 401 (k) benefits18:07 Trey explains the AAO's human-in-command policy and its AI in orthodontic treatment planning position paper24:30 The AAO's consumer awareness program and how it is influencing AI search engines to direct patients to orthodontists29:52 Trey addresses what orthodontists are telling him: concerns over general dentist competition and the state of orthodontic practice management36:54 A preview of the AAO annual session in Orlando, including the Universal Studios buyout and what members can expect from world-class CE and networkingKEY TAKEAWAYS: Signing an orthodontic associate employment agreement without fully understanding it is one of the costliest mistakes new graduates make. The AAO's contract guide provides critical commentary on every clause, including the warning that verbal promises from employers mean nothing once ownership changes hands.The AAO is proactively engaging with the FDA and state dental boards through a formal white paper on AI in orthodontics, ensuring regulators view the association as a trusted authority before harmful policies are enacted.General dentist competition in orthodontics is real, but Trey argues that orthodontists who embrace smart pricing strategies, remote monitoring, and digital efficiency will make choosing a specialist an obvious decision for the vast majority of patients.ABOUT THE GUEST: Trey Lawrence currently serves as Chief Executive Officer for the American Association of Orthodontists. Before assuming the CEO role in March 2024, Trey led the AAO's Legal and Advocacy teams as General Counsel for several years. Trey frequently discusses legal issues for orthodontic practices in podcast appearances, interviews, and articles, and he has conducted the AAO's Resident Legal Course at residency programs throughout the nation for the past five years. Trey has also shared legal information and resources with orthodontists and practices through his Instagram account, @theorthattorney. Before joining the AAO in 2018, Trey spent nearly 20 years in law practice with Thompson Coburn LLP, a law firm of approximately 600 attorneys based in St. Louis with offices across the United States. Trey received his law degree from Washington University in St. Louis and a master's degree from Harvard University.AAO Legal ToolkitRESOURCES MENTIONED:People + Practice - Website Practice TalkDr. Leon Klempner - People + Practice
"AI will make staff more efficient, not replace them." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways AI is streamlining practice management and patient interactionData security with AI is essentialGreyfinch is on the forefront of new AI featuresEffective payment strategies and compliance can impact a practice's financial healthNew practices should focus on building strong foundationsAutomation and outsourcing for efficiencyCloud vs. server-based solutions vary depending on the practiceBalancing work and personal productivityEmbracing change and continuous learningChapters 00:00 Introduction03:05 AI in Ortho Today05:57 AI Native in Greyfinch09:36 Payments and Surcharging12:27 Surcharge Rules by State14:34 Reducing Fees Without Losing Patients21:49 Startup Practice Mindset24:37 Spend Smart and Build Your Brand26:53 Learn Beyond Your Industry28:29 Find the Right Whos30:51 Workflow Automation Reality34:56 Personal Time Optimization38:35 Cloud Versus Server Software43:33 Greyfinch Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
“Focus on your practice as a brand.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/ SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market. Connect With Our Guest WildSmiles Braces - https://www.wildsmilesbraces.com/ Takeaways Focus on treating patients under 14 to build long-term relationships.Enhance satisfaction and loyalty through personalized care.Establish a strong brand for premium pricing and differentiation.Use fun brace designs can attract young patients and build engagement.Ensure team buy-in for successful implementation of new approaches.Leverage tech and social media to add value and improve outcomes.Positioning your practice as a brand, not just a service, can create greater loyalty.Watch trends to focus on branding and patient-centered care for future success.Chapters 00:00 Introduction03:46 WildSmiles Evolution04:41 Why Under 14 Matters09:47 Branding Beyond Fees12:50 Engaging the Ops Pool14:56 Brackets vs Experience19:22 Add Value During Observation22:53 Boosting Observation Conversions24:55 Overcoming Team Resistance26:02 CEO Mindset and Market Defense29:54 Training the Whole Team33:28 How to Contact WildSmiles Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
How can healthcare practices use video not just for marketing—but to drive consistency, efficiency, and higher patient conversion? In this week's podcast, Stewart Gandolf sits down with Dr. Steve Moravec, Orthodontist at Moravec Ortho (Plainfield, IL), and Carol Gifford, Co-Founder of Docs on Video, to explore how thoughtfully planned video content can transform patient education, streamline staff workflows, and significantly improve case acceptance.
"Patient care is the biggest focus." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners. Connect With Our Guest CFS Dental Division - https://www.cfsdentaldivision.com Takeaways CFS Dental Division provides comprehensive financial services for orthodontic professionals.It's essential to assess what to do next after a successful startup.Expanding a practice can involve hiring associates or opening new locations.Maintaining patient care quality is crucial when managing multiple locations.Insurance policies must be updated to cover new locations and associates.Investing in real estate can provide long-term financial benefits for practice owners.Training associates is vital to ensure consistent patient care and experience.Younger practice owners often exhibit more drive and ambition.Continuous learning and adaptation are key to success in the dental industry.Paying attention to small details can significantly impact overall practice success.Chapters 00:00 Introduction03:30 Right-Sizing Insurance Needs05:27 Expansion Paths and Examples08:09 Second Location Deep Dive13:09 Coverage for Multi-Location Teams18:32 Real Estate and Owning Your Space21:36 Associates And Patient Experience23:10 Training Culture And CE25:57 Leadership As A Skill27:22 Traits Of Successful Owners29:53 Work Hard And Build Wealth31:05 Contact infoEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
I know this episode may ruffle feathers. That's okay. If you've ever felt skeptical about sleep and airway, overwhelmed by the noise online, or frustrated by sensational claims from bad actors — this conversation is for you.In this episode, I sit down with Dr. Anil Rama — neurologist and Stanford-trained sleep medicine physician — to zoom out and look at the bigger picture. Not from an orthodontic silo. Not from a social media debate. But from a multidisciplinary, science-based lens.Quotes“Sleep apnea isn't the disease — it's often the symptom of something bigger.”— Dr. Anil Rama“If orthodontists don't step into this space responsibly, someone else will — and they may not understand craniofacial growth the way we do.”— Dr. Glenn KriegerKey TakeawaysWhy this conversation requires an open mindSleep apnea as a symptom — not just a diagnosis (07:01)The orthodontist's role: quarterback or team member? (09:26)Why expansion alone is never the whole answer (14:19)The danger of practicing in silos (24:35)How a WatchPAT test can transform your diagnostic awareness (41:19)Why many ENTs still miss airway-driven sleep issues (44:51)The brain impact of sleep-disordered breathing (34:03)Why humility — not ego — moves this field forward (59:14)Additional Resources
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send a textClick here: Learn More & Register for NPG Iconic ... The Greatest Leadership & Culture Event Ever Created for Orthodontists Click here: Schedule an Online Consultation with our Podcast Host and Founder & CEO, of New Patient Group, Brian WrightListen to Brian Wright on Dr. Glenn Krieger's OrthoPreneur Podcast https://podcasts.apple.com/us/podcast/the-orthopreneurs-podcast-with-dr-glenn-krieger/id1446375553?i=1000751184177Thank you to our Sponsorshttps://newpatientgroup.comhttps://wrightchat.comQuotas get checked off. Legacies get talked about for years. We're pulling back the curtain on why “good” numbers can coexist with low morale, vanishing initiative, and creeping turnover—and how to flip that dynamic by leading people, not spreadsheets.We start with a simple tale that's all too common: a top performer saves hundreds of hours with an automated workflow and gets dinged for being five minutes late. That's transactional leadership in a nutshell—an exchange of time for money and compliance for praise—efficient in the short term and corrosive over time. From there, we unpack the traits of transactional cultures: rigid rules, quarterly thinking, burnout, and a blind spot for investments that free time and lift quality. Then we go deeper into transformational leadership, where recognition, opportunity, and mentorship replace micromanagement, and where initiatives that challenge “how we've always done it” get a genuine pilot, not a polite burial.You'll hear why Howard Schultz refused to cut healthcare for part-time partners at Starbucks—despite a $300M “savings”—and how that choice slashed turnover and compounded loyalty. We contrast that with Blockbuster's fixation on late fees, a classic data-trap that protected today's slice while forfeiting tomorrow's market. We also rewrite our opening story with a different leader, one who sets aside the keyboard, studies the idea, and gives the innovator a platform to teach. The result isn't a one-time spike; it's a culture shift from renters to owners.Along the way, we share scenario drills you can use right now: how to respond to a missed deadline, test a bold policy change, staff an emergency weekend without bribery, and run an annual review that charts a three-year path. Expect clear, practical takeaways rooted in leadership fundamentals—individualized consideration, intellectual stimulation, inspirational motivation, and modeling the behavior you want repeated.If you're ready to retain great people, attract better ones, and build a patient or customer experience that keeps winning, hit play. Then share this with a manager who still thinks bonuses are the only lever. Subscribe, leave a quick review, and tell us: which habit are you changing first?
"Cash is king." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending. Connect With Our Guest Provide - https://www.getprovide.com/ Takeaways The trend of orthodontists investing in commercial real estate is on the rise.Startup loans are evolving with more options like SBA loans.Understanding the financial landscape is crucial for new practitioners.The Jumpstart Loan can help acquire declining practices effectively.Cash flow management is essential for practice sustainability.Building a strong financial team is key to successful financing.Credit scores play a significant role in loan approvals.Avoid aggressive debt repayment that affects liquidity.Leverage practice equity for real estate purchases.Ground-up construction financing is viable for new practices.Chapters 00:00 Introduction04:15 Why Own Real Estate08:10 SBA Path for Startups11:43 Lease vs Buy Math14:07 Buying Declining Practices16:22 Jumpstart Loan Explained20:01 Getting Loan Ready23:09 Liquidity and Guarantors27:10 Credit Score Hurdles28:20 Liquidity vs Debt Mistakes31:59 Ground Up Construction Loans35:14 Using Practice Equity37:15 Contact Info & Closing Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"Track it from day one." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners. Connect With Our Guest The Wyrick Outlook - https://thewyrickoutlook.com/ Takeaways Megan and her sister Brittany started in orthodontics at a young age.They created an insurance course to help practices navigate insurance billing.The business has expanded to offer multiple courses for various office roles.Practices should be selective about which insurance networks to join.Lifetime maximums can be misunderstood; verification is crucial.Timely filing limits are tightening, impacting cash flow.Insurance companies often request additional information, which has its own deadlines.Technology can aid in claims submission, but traditional methods may still be necessary.Team accountability in insurance management is essential for practice health.Younger doctors are more hands-on with financial management than previous generations.Chapters 00:00 Introduction03:35 When to Outsource Insurance Billing06:18 Pros and Cons of Being In-Network11:07 Lifetime Maximums 101 + The Two-Step Verification Rule13:29 Avoiding Costly Benefit Quote Errors16:51 Timely Filing, Cash Flow, and Patient Trust23:37 Responding Fast to Info Requests & Denials24:31 Digital Portals vs Snail Mail26:43 Protecting Doctor Authority28:42 In-Network vs Out-of-Network Example31:14 Team Accountability in Billing34:40 Know Your Numbers38:12 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"It's just expensive to do it these days." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership. Connect With Our Guest Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroekerTakeaways Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.The lending landscape is currently stable with increased loan amounts for startups.Young doctors should focus on financial preparation during their education.Credit card debt can significantly impact future borrowing capabilities.Having savings set aside is crucial for new practice owners.Evaluating existing practices involves analyzing actual financials and cash flow.Startup loans often have a graduated payment structure to ease financial pressure.Building a strong support team is essential for success in practice ownership.Construction and technology costs have significantly increased for new practices.It's important to understand how loan funds will be allocated in a startup.Chapters 00:00 Introduction03:30 Current Lending Environment06:06 Financial Advice for Young Doctors10:31 Evaluating Practice Purchases13:58 Markers for a Healthy Practice17:00 Balancing Practice Purchase with Additional Workl20:39 The Importance of a Supportive Team23:41 Discussing Startup Costs and Loan Structures26:17 The Reality of Startup Loans and Financial Flexibility31:56 The Importance of Financial Planning and Safety Nets34:35 Final Thoughts on Acquisitions vs. Startups36:24 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
On this episode, host Dr. Joel Berg is joined by Dr. Jorge Castillo, past president of the International Association of Paediatric Dentistry (IAPD) to discuss Dr. Castillo's session at AAPD 2026 in Las Vegas. The session, featuring Dr. Castillo and other international experts, delves into the global perspectives on early intervention with developing dentition and how pediatric dentistry and orthodontics intersect during that decision-making process. Dr. Castillo also lends his voice to the ongoing little teeth, BIG Smiles discussion relating to the co-location of pediatric dentistry and orthodontics, sharing his perspective on international trends, particularly in comprehensive care clinics. Guest Bio: Jorge L. Castillo, DDS, M Dent Sci, MSD, PhD, is a board-certified pediatric dentist and orthodontist with an extensive academic and international leadership background. He earned a Master of Dental Sciences in Pediatric Dentistry from the University of Connecticut, a Master of Science in Dentistry in Orthodontics from the University of Washington, and a PhD from the Peruvian University Cayetano Heredia. Dr. Castillo is a Professor in the Department of Stomatology for Children and Adolescents at the Peruvian University Cayetano Heredia and serves as an Affiliate Assistant Professor in the Department of Oral Health Sciences at the University of Washington. He is a Diplomate of both the American Board of Pediatric Dentistry and the American Board of Orthodontics. A past President of the International Association of Pediatric Dentistry (2013–2015; 2021–2023), Dr. Castillo currently serves on the Executive Committee of the World Federation of Orthodontists (2025–2030). He has published widely in peer-reviewed journals and has lectured internationally across the Americas, Europe, Asia, the Middle East, and Africa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Running a successful orthodontic practice doesn't mean you need to control everything. In fact, the more you try to do that, the more you risk losing team members, burning out, and stunting your growth. In this episode, I'm pulling back the curtain on how I've transformed my management style over the years—and how letting go has made me a better leader, clinician, and business owner.I'll walk you through the exact approach I use today, including how we build systems without me being at the center of every decision. If you've ever felt overwhelmed trying to oversee every part of your practice—or you've struggled with team accountability—this one's for you. You'll walk away with a practical framework to create a culture of ownership, while giving your team the tools and authority to thrive.If you want to stop micromanaging and start scaling, this might be your wake-up call.Quotes“If you want to take home seven figures a year from your practice, then you gotta work at it—and that means letting go.”— Dr. Glenn Krieger“There are two kinds of problems in this world: my problem, and not my problem. I'll help you solve your problem—but it's still not my problem.” — Dr. Glenn KriegerKey TakeawaysIntro (00:00) — How I used to micromanage—and why it failed.(01:30) — My evolution from control freak to team enabler.(03:00) — Why your org chart matters more than your to-do list.(04:50) — Empowering your team to own their systems and policies.(05:30) — The two kinds of problems: “My problem” and “not my problem.”(06:45) — How to build one high-impact system per team member in 90 days.(08:00) — The true cost of micromanagement (it's higher than you think).Additional ResourcesIf you've been feeling stretched thin in your practice or you know you're spending too much time managing instead of leading, start by building that org chart. Sit down with your team, hand out real ownership, and step back from the day-to-day. Let your systems—and your people—work for you.And if this episode sparked something for you, send me a message. I love hearing how these ideas show up in your practice.Register for Ortho Vanguard: https://www.opvanguard.com - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/
"Every chapter has value." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Caley Carroll explore the journey of entrepreneurship, the challenges of personal adversity, and the importance of maintaining a positive mindset. Caley shares her experiences with bankruptcy, a traumatic brain injury, and her son's rare cancer diagnosis, emphasizing the tools of gratitude and perspective that have helped her navigate these challenges. The discussion highlights the value of every life chapter and the power of choice in how we respond to adversity. Connect With Our Guest Caley Carroll - https://www.caleycarroll.com/matureishmommas Takeaways Caley's journey began with a desire to be at home with her children.She transitioned from real estate to fitness and personal training.The 2008 recession prompted her to pursue her fitness business more seriously.Caley became a positivity influencer, focusing on mindset and gratitude.Adversity can lead to personal growth and new perspectives.Practicing gratitude daily can shift your focus and improve your mindset.It's important to embrace challenges as opportunities for growth.Caley's son's cancer diagnosis tested her resilience and positivity.Every chapter of life has value and contributes to personal development.Strength comes from opening up to support and connection with others.Chapters 00:00 Introduction to Caley02:54 Caley's Journey: From Real Estate to Fitness03:45 Building a Business and Embracing Positivity07:35 Facing Personal Challenges and Resilience13:26 The Power of Gratitude and Perspective17:15 Caley's Son's Diagnosis and Coping Mechanisms25:25 Building Muscle Memory for Coping27:15 The Power of Gratitude29:15 Embracing Mindfulness and Yoga31:34 Visualization and Meditation Techniques35:10 Empowerment Through Ownership40:06 Final Thoughts and Contact InfoEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us a textClick here: Learn More & Register for NPG Iconic ... The Greatest Leadership & Culture Event Ever Created https://newpatientgroup.com/npg-iconic/Click here: Schedule an Online Consultation with our Founder & CEO, Brian WrightThank you to our Sponsorshttps://newpatientgroup.comhttps://wrightchat.comEver feel like your team showed up to a gunfight with a butter knife? We unpack why so many workplaces are battling apathy, low compliance, and revolving-door hiring—then trace the cause back to something most leaders overlook: the psychology of parenting styles that shape how people give and receive leadership.We break down the four core styles—authoritarian (brick wall), permissive (marshmallow), uninvolved (ghost), and authoritative (backbone)—and show how each plays out at work. You'll hear clear examples of why “because I said so” collapses under modern expectations, how “be nice” cultures quietly drive away your best performers, and why absentee leadership starves teams of direction and trust. Then we get practical with the authoritative approach: high standards plus high warmth. That means non-negotiables explained with a strong why, empathy for real life, consistent coaching, and firm accountability. Expect real talk on good turnover vs bad turnover, building compliance without nagging, and turning role-play, scripting, and patient experience into daily habits that stick.If you lead a practice or a growing team, this conversation gives you a lens to diagnose culture, reset expectations, and recruit people who want to build something bigger than a paycheck. You'll learn how to deliver clarity under stress, pair praise with feedback, and replace endless reminders with systems that scale. The payoff is a tighter culture, stronger compliance, and a brand employees and patients recommend without being asked.If this resonated, follow the show, share it with a leader who needs a backbone boost, and leave a five-star review so more entrepreneurs and practice owners can find it.New Patient GroupDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
"Forget the noise, go back to the basics." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs, Jill sits down with Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he launched an e-commerce platform for wedding invitations, and how his path eventually led him to dentistry through his wife, Nora. The conversation delves into the inception of Berry Studio, which aims to streamline the patient intake process in orthodontics using innovative technology, including AI-driven solutions for insurance verification and patient engagement. Karthik discusses the challenges and opportunities presented by AI in healthcare, particularly in navigating compliance with regulations like HIPAA. The episode also explores the evolving landscape of how AI and digital platforms are reshaping the way patients find and engage with orthodontic practices. Karthik shares valuable insights on marketing strategies for orthodontists, including the significance of user-generated content and the need to adapt to changing patient behaviors in a digital-first world. Connect With Our Guest BerryStudio - https://berrystudio.ai/ Takeaways Karthik's journey reflects the challenges and opportunities of entrepreneurship.Berry Studio aims to revolutionize patient intake and insurance verification with AI.AI can enhance patient experiences but must comply with healthcare regulations.The importance of understanding HIPAA and data privacy in using AI tools.Patient education is crucial for successful consultations in orthodontics.The future of patient interactions may shift towards AI-driven platforms.Marketing strategies must adapt to the rise of AI in consumer behavior.Cloud stacking can enhance online visibility for orthodontic practices.User-generated content is vital for building trust in the digital age.Chapters 00:00 Introduction to Karthik and BerrtyStudio04:48 The Birth of BerryStudio12:56 Challenges and Innovations in AI for Orthodontics13:56 HIPAA Compliance and AI in Healthcare21:48 Personal Anecdotes and Cautionary Tales25:05 The Role of AI in Orthodontics26:50 Amazon's AI Search Revolution30:15 Strategies for Leveraging AI in Orthodontics36:17 OrthoStudio: Enhancing Patient Intake42:50 Contact Info and Final ThoughtsEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"You need options to have leverage." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He discusses the evolution of his company, which now operates nationally, representing thousands of healthcare providers. The conversation delves into the current state of the commercial real estate market, highlighting the competitive landscape, especially in healthcare, and the importance of understanding lease agreements and ownership options for healthcare professionals. The episode concludes with practical advice for healthcare professionals considering their real estate options, underscoring the need for expert guidance in a complex and evolving market. Connect With Our Guest CARR - https://carr.us/ Takeaways You can always refinance.You have to play the hand you're dealt.The number one mistake is trying to do it yourself.You need options to have leverage.90% of the time, the lease rate is higher than the landlord would charge a new tenant.You can't time the market perfectly.The landlord's motivation changes if they know you're willing to move.You should always submit the offer, not vice versa.Most doctors are off by several months on their lease expiration dates.You need to start your lease renewal process at least 12 months in advance.Chapters 00:00 Introduction to Colin and CARR06:53 The Current Commercial Real Estate Market12:18 Leasing vs. Owning: Making the Right Choice23:49 Common Mistakes in Lease Negotiations26:23 The Pitfalls of DIY Negotiations27:50 Leveraging Options for Better Lease Terms29:17 Common Mistakes in Lease Renewals30:43 The Value of a Commercial Broker37:49 Timing and Strategy for Lease Renewals40:26 Negotiating with Landlords: Key Insights44:22 Final Tips and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
This week's episode dives into a topic most of us avoid—but absolutely can't afford to ignore: wills, trusts, asset protection, and what happens to your family if you don't plan ahead. My guest is Trevor Kuresa, attorney and founder of Hibiscus Legal, who also happens to be the one I personally trust with all my estate planning. Trevor breaks down the uncomfortable (and sometimes heartbreaking) realities of what happens when people die—or become incapacitated—without the right legal structures in place.We cover everything from choosing guardians for your kids, to irrevocable vs. revocable trusts, to family LLCs and asset protection post-OSO sale. We also talk about Trevor's new offering: fractional general counsel services—so you can finally have a lawyer on call without the big firm price tag. If you've ever said, “I'll get to it eventually,” this episode might be the wake-up call that saves your family years of pain.Quotes“I've seen families torn apart because no guardians were named. It dragged through the courts for three years—and the kids paid the price.”— Trevor Kuresa“Even a simple trust can prevent probate, protect your assets, and make life so much easier for the people you love.”— Trevor KuresaKey TakeawaysIntro (00:00)Why this episode might make you uncomfortable—but could save your family (00:01)Trevor's backstory: law school, DSOs, and why he left it all behind (01:51)Why single people still need a will (04:34)What happens if you die with minor children and no guardians named (08:13)The danger of boilerplate wills and online templates (09:51)Revocable trusts vs. irrevocable trusts (12:34)Family LLCs and passing wealth with control (17:29)Why OSO/DSO sales require next-level asset planning (18:48)How to store your legal documents for emergencies (24:24)Who should have access to your estate plan? (25:00)The 4 legal docs everyone should have (20:43)Healthcare directives and medical power of attorney (22:02)Trevor's “Fractional General Counsel” model for orthodontists (30:21)A real-life story of getting dropped by insurance—and how a lawyer could've stopped it (34:56)How often should you revisit your documents? (38:44)Trevor's offer to review your existing documents—free of charge (39:38)Additional ResourcesIf you've got a practice, a spouse, a house, or especially kids—and you don't have a proper estate plan—you're rolling the dice every day. Whether it's a power of attorney, a trust, or a plan for what happens after a DSO sale, Trevor has seen the worst-case scenarios up close. Don't be one of them.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us a textClick here to learn more and register you and your team for for NPG Iconic! Click here to follow The Brian Wright Show PodcastClick here to subscribe and watch on The Brian Wright Show YouTube Station Click here to meet with our Founder/CEO, Brian Wright Thank you to our SponsorsNew Patient GroupWrightChat
"40% of doctor-to-doctor referrals just disappear." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the significance of understanding the referral process, the role of data in improving referral management, and innovative marketing strategies to enhance patient referrals. Liz also addresses how Bright Referral can benefit both startup and established practices, highlighting the need for tailored solutions and the value of fostering trust in professional relationships. Connect With Our Guest Bright Referral - https://www.brightreferral.co/ Takeaways Bright Referral was founded to solve real problems in orthodontic practices.Referral management is a critical aspect of orthodontic marketing strategies.Building relationships with referring doctors is essential for successful referrals.Technology can significantly improve the referral process and patient experience.Understanding the referral process helps practices identify areas for improvement.Tailoring solutions to fit different practice needs is crucial for success.Data-driven insights can enhance referral management and marketing strategies.Innovative marketing approaches can help practices tap into new referral sources.Startups can benefit from implementing Bright Referral early in their practice.Trust and relationship-building are key components in the referral process.Chapters 00:00 Introduction to Liz and Bright Referral03:38 Challenges in Referral Management07:28 Digitizing the Referral Process10:32 Building Relationships for Business Growth22:37 Addressing Patient Follow-Up Challenges24:22 Expanding Referral Sources Beyond Doctors25:06 Tracking and Managing Referrals Digitally29:51 Using Data to Improve Referral Processes36:14 Adapting Bright Referral for Different Practice Stages38:58 Contact Info and Closing Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"You can't change a design flaw easily." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in the design process, the necessity of detailed drawings, and the concept of value engineering to manage costs. The discussion also provides insights for doctors on how to choose the right design services and the importance of investing in a well-thought-out design for long-term success. Connect With Our Guest JoeArchitect - https://joearchitect.com/ Takeaways Designing an orthodontic office requires a focus on functionality first.The difference between architects and designers is significant in service levels.Full-service architecture provides comprehensive support throughout the process.MEP engineering is crucial for a successful design and construction.Detailed drawings are essential to avoid costly surprises during construction.Value engineering can help reduce costs without compromising design integrity.Doctors should be proactive in understanding their design services.Investing in quality design is critical for long-term practice success.Communication between all parties is key to a smooth construction process.Reaching out early in the design process can save time and money.Chapters 00:00 Introduction to Felipe and JoeArchitect04:02 The Importance of Functional Design08:14 Understanding Full Services vs. Limited Packages14:07 The Role of MEP in Architectural Projects23:51 The Importance of Detailed Drawings29:16 Challenges in Construction Detailing30:33 Visualizing Complete Drawings33:56 Bidding and Value Engineering41:18 Advice for Doctors on Design Services48:38 Contact Information and Final Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
This episode of Little Teeth, BIG Smiles explores how co-locating pediatric dentistry and orthodontics under one roof advances dentistry's version of the Triple Aim: improving patient experience, enhancing population oral health, and reducing per-capita costs. Dr. Christina Carter joins our host Dr. Joel Berg for a discussion that reframes co-location not as a convenience model, but as a value-based, prevention-oriented system of care that is particularly impactful for children, families, and underserved communities. Guest Bio: Dr. Christina R. Carter is a graduate of Haverford College in Haverford, Penn. She earned her dental degree at UMDNJ-NJDS, now Rutgers School of Dental Medicine. She earned her Certificate in both Pediatric Dentistry and Orthodontics at New York University College of Dentistry. She completed a fellowship in Cleft, Craniofacial and Surgical Orthodontics at the Institute of Reconstructive Plastic Surgery- New York University Langone Medical Center. She earned her Certificate as a Holistic Health Coach from the Institute of Integrative Nutrition in New York. She is a Diplomate of the American Board of Pediatric Dentistry and American Board of Orthodontics. Dr. Carter is in private practice in Madison, NJ. She has been named multiple times as a “Top Doctor” by New Jersey Magazine and “Favorite Kid's Doc” by New Jersey Family Magazine. She has served on the AAO Council of Orthodontic Health Care and multiple AAO committees and is a past president of the Northeastern Society of Orthodontists (NESO) and served as their Delegate Chair to the ADA House of Delegates. She often appears on Sirius Radio “Doctor Radio”, AAPD Podcasts, and has been published in Scholastic and Kiwimagazines. In addition, she has appeared on “Inside Edition”, WPIX NYC News, and Today.com. She lectures nationally and internationally on pediatric dentistry, orthodontics, and treating patients with special needs. She is an Assistant Professor at New York University College of Dentistry in the Departments of Pediatric Dentistry and Orthodontics. Dr. Carter enjoys volunteering with Special Olympics and alongside her certified therapy dog, Callie, through Creature Comfort Pet Therapy in New Jersey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
"Peace of mind about supplies is our goal." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape. Connect With Our Guest Details - https://orthodonticdetails.com Takeaways Nick Wangler's background in technology and consulting led to the creation of Details.Details aims to simplify the supply ordering process for orthodontic practices.Inventory management is crucial for maintaining efficiency and reducing costs.Practices often struggle with hidden costs in their supply ordering.Technology can help practices modernize their inventory systems.Identifying red flags in inventory management can prevent future issues.Budgeting for inventory solutions is essential for practice growth.Resilience is a key trait for success in business and startups.The importance of adapting to new technologies in orthodontics.Practices should focus on efficiency to improve patient care and business outcomes.Chapters 00:00 Introduction to Nick Wangler and Details03:18 Challenges in Orthodontic Supply Management04:06 Benefits of Using Details for Supply Management05:37 Inventory Management Insights08:50 Modernizing Orthodontic Practices23:20 Planning for the Future: Budgeting and Embracing Technology24:17 Inventory Management Tips29:24 Efficiency in Ordering and Outsourcing31:04 Building a Startup: Lessons and Insights36:55 Get in Contact and Final Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
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"Private practice conceded the battle." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also highlights the critical role of patient experience and convenience in retaining clients and competing against larger corporate entities. Connect With Our Guest John D. Marvin - john@johndmarvin.com Takeaways John's journey in healthcare marketing began in the early 80s.He emphasizes the importance of consumer research in marketing strategy.Private practices must engage with their communities to thrive.Convenience is a key factor in patient retention.Marketing should focus on building authentic relationships with patients.Corporate influences can negatively impact private practices.Practices need to justify their pricing through value and service.Community involvement can differentiate private practices from corporates.Every patient interaction should feel special and engaging.Chapters 00:00 Introduction and Guest Welcome01:46 John D Marvin's Journey with TSO06:41 Challenges in Private Practices and Marketing Strategies13:50 Combating Low-Cost Competitors19:54 Community Involvement and Private Practice36:15 Final Thoughts and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
In this episode, I sit down with Dr. Glynda McConville, an orthodontist from North Carolina who's built not just a well-balanced clinical life, but also a purposeful second business. We talk about her journey from New York to North Carolina, building a lifestyle-focused ortho practice across two locations, and how her love for CrossFit turned into a thriving side hustle that fuels her energy and sense of purpose.This is a down-to-earth, real-world conversation about how to design a practice around the life you want—and not the other way around. Glynda shares how she manages 70+ patients a day across three days a week, runs a team that travels between offices, and coaches at her own gym. We even get into the lessons she's learning about community, growth, and maybe… opening a pickleball facility next.Quotes:“I didn't set out to be a big business—I just saw an opportunity and said, ‘If I don't do this, someone else will.'”— Dr. Glynda McConville“CrossFit's been my reset. I needed something different that kept me grounded—and now it's become part of my future.”— Dr. Glynda McConvilleKey TakeawaysIntro (00:00)From Glinda the Good Witch to ortho school: Glynda's early journey (00:31)Culture shock: from Westchester to Chapel Hill to NYC (02:00)Building a 2-location, lifestyle-friendly ortho practice (06:58)Managing a 3-day workweek and 70 patients/day (07:22)Working Fridays to stand out—and what she'd do differently (08:34)“Who Moved My Cheese?” and the psychology of patient routines (10:00)Why she opened a satellite near Fort Bragg (11:38)Sharing staff, equipment, and lessons from managing two offices (14:08)Her entrepreneurial leap: opening a CrossFit gym (15:38)Comparing ortho and gym startups: which is harder? (19:54)Finding and keeping the right team in both businesses (22:09)Member acquisition lessons from social media and referrals (24:04)What's next? Retirement planning, indoor pickleball, and life design (25:17)Additional ResourcesIf you've ever dreamed of launching a second business, scaling your practice without burning out, or building a schedule that works for you—this episode is your blueprint. Glynda proves you don't need to do it all at once… you just need to start smart, stay lean, and know your “why.”
"70 million Americans have criminal records." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and David Harris discuss the critical aspects of hiring practices in orthodontic practices, focusing on how to prevent embezzlement and ensure a safe working environment. They delve into the importance of pre-employment screening, criminal background checks, drug testing, and social media scrutiny. The discussion also covers the significance of dividing duties among team members to mitigate risks, the challenges posed by electronic payments, and the necessity of financial oversight. David emphasizes the need for practice owners to be proactive in safeguarding their practices against potential fraud and to maintain clear communication with their teams. Connect With Our Guest Prosperident - https://www.prosperident.com/ Takeaways Hiring practices should focus on preventing the wrong hires.70 million Americans have criminal records, making background checks essential.Drug testing is becoming easier and should be a standard practice.Social media can reveal a lot about a candidate's character.Dividing duties among team members can significantly reduce embezzlement risk.Electronic payments are easier to divert than physical payments.Regularly reconcile collections with bank deposits to catch discrepancies.Practice owners should print their own financial reports for accuracy.Discrepancies should be investigated through documentation, not just staff explanations.Chapters 00:00 Introduction01:47 Reintroducing David Harris and His Work03:00 The Importance of Hiring Right04:41 Pre-Employment Screening Essentials05:20 Criminal Records and Background Checks07:36 Talking to Former Employers09:05 Drug Testing and Social Media Checks13:41 Legal Considerations in Hiring18:57 Dividing Duties to Prevent Embezzlement26:47 Digital Payments and Fraud Risks28:32 Preventing Employee Theft31:16 Reconciling Payments and Deposits34:44 Ensuring Financial Integrity41:39 Final Thoughts and Contact InformationEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
"Spear phishing is a direct attack." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Gary Salman, CEO of Black Talon Security, discusses the critical importance of cybersecurity in the dental and orthodontic fields. He shares insights on the evolution of cyber threats, particularly focusing on social engineering and phishing attacks. Gary emphasizes the need for comprehensive training for dental staff to recognize and prevent these threats. He also highlights the significance of understanding cyber risk ratings and the role of AI in enhancing cybersecurity measures. The discussion concludes with practical advice for practices to safeguard patient data and navigate the complexities of modern cybersecurity challenges. Connect With Our Guest Black Talon Security - https://www.blacktalonsecurity.com/ Takeaways Gary has over 33 years of experience in dental technology.He emphasizes the importance of cybersecurity in practices.Social engineering is a major threat, often leading to phishing attacks.Training staff is crucial as 60% of cyber attacks result from human error.Spear phishing is a targeted attack that can compromise email accounts.Antivirus software may not detect legitimate software used by hackers.Cybersecurity requires a proactive approach, similar to healthcare.Understanding cyber risk ratings is essential for practices.AI can enhance cybersecurity but requires due diligence.Practices must be aware of their vulnerabilities and take action.Chapters 00:00 Introduction02:02 Gary Salman's Background and Black Talon Security06:33 Understanding Social Engineering Attacks14:14 Preventative Measures and Training25:58 Understanding Cyber Risk in Dental Practices27:52 The Importance of Cyber Risk Ratings28:19 Known Exploitable Vulnerabilities and Network Security33:13 AI in Healthcare: Benefits and Risks36:09 Best Practices for Using AI in Practices38:49 Final Thoughts and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
In this episode, I sit down with Dr. Blair Feldman, former Phoenix Suns team orthodontist and co-founder of Retainer Club, to talk about everything from 3D printing and recurring revenue, to product innovation and mindset. Blair practiced for over 21 years, ran multiple startups, taught at AT Still, and ultimately made the leap to full-time entrepreneur after building a retainer program so effective, it demanded all of his attention.We dive deep into how Blair transformed a frustrating problem—retainer replacements—into a venture-backed fulfillment platform that supports ortho practices across the country. We also talk about how he helps orthodontists with product ideas that actually bring them to life, what he's learned from Entrepreneur's Organization (EO), and how to tell whether your big idea is a real business—or just a fun hobby.Quotes“It's a dirty secret in orthodontics: if patients stop wearing their retainers, their teeth move. Retainer Club was built to make sure that didn't happen—without creating more work for the practice.”— Dr. Blair Feldman“A patent is not a business. It's a tool. If you don't know what to do after the patent, then you don't have a plan—you have a prototype and a dream.”— Dr. Blair FeldmanKey TakeawaysIntro (00:00)From Penn to Detroit Mercy: why ortho won out over medicine (01:00)Blair's unusual journey into ortho—and architecture (01:35)Dental school culture at Penn and its impact on specialty training (02:27)21 years of experience: associate, buyer, builder, teacher, team ortho (17:10)The truth about being the “team orthodontist” for pro sports (17:58)How a casual idea about retainers turned into a funded business (20:30)Retainer Club: what it is, how it works, and who it's for (25:00)How recurring revenue + 3D printing changed the business model (22:40)Competitors vs. the real challenge: docs who think they're “fine” (26:43)Young orthodontists, hyper-efficiency, and outsourcing (28:25)Blair's passion for helping orthos bring product ideas to life (29:00)“Do you want a business, or just to see your idea in the real world?” (30:00)Advice on patents, investors, and entrepreneurial mindset (30:30)Additional ResourcesI've seen firsthand how a smart retainer program can transform your practice—financially and operationally. If you're tired of broken systems, endless remakes, or patients who stop coming back, Retainer Club might be exactly what you need.
Orthodontists pour millions into technology, systems, and clinical training. Those investments matter. But zoom out and look at which practices actually grow year over year. The differentiator is not the scanner, the wire sequence, or the aligner system. The practices that grow treat patients like people, not procedures. In a world full of convenience, automation, and self-checkout everything, genuine human experience has become the rarest competitive advantage in orthodontics. At HIP, we have seen it across hundreds of practices: when your team becomes truly patient centric, your results follow. This is not a nice-to-have. It is the engine behind case acceptance, referrals, and retention. Here is what that actually means and how you build it. The Emotional Side of Orthodontics Orthodontic treatment is not just a mechanical process. Patients carry their smile into every room they walk into for the rest of their lives. Confidence. Insecurity. Pride. Avoidance. Whether someone feels free or guarded, their orthodontic journey shapes all of that. Forget the emotional stakes and you lose the patient. Every interaction with your practice either reinforces their confidence or feeds their fear. In today’s world, where everything is automated and transactional, that emotional experience matters more than ever. Patients expect clinical excellence. They remember how your team made them feel. That feeling brings them back and keeps them talking about you. Technology Does Not Differentiate You. Experience Does. A lot of practices believe their growth will come from their scanner, their bracket system, their aligner protocols, their dashboard, their workflow. Technology matters. It supports efficiency. It shortens treatment times. It allows for predictable outcomes. But patients cannot tell you the difference between wire systems. They have no idea what your software does. They can tell you if your front desk greeted them warmly. They can tell you if your space felt clean and inviting. They can tell you if they felt remembered or forgotten. The truth is simple: technology creates capability, patient experience creates loyalty. Free Growth Session First Impressions — The Moment That Sets the Tone For Everything Before a patient ever sees a TC, an assistant, or the doctor, they are already forming their opinion. They are evaluating whether they feel safe. They are reading whether your team is present or overwhelmed. They are noticing whether they are interrupting you or welcomed. A great first impression includes clear signage and easy navigation so patients know where to go, a clean and bright environment that signals professionalism without feeling sterile, a genuine greeting that acknowledges them immediately, and eye contact plus warmth so they feel seen instead of processed. If this first moment goes sideways, you have already lost ground. If it goes well, everything else becomes easier. The TC Room — Where Trust Is Formed Or Lost The treatment coordinator room is the most pivotal space in the practice. It is where excitement becomes commitment or where uncertainty grows into hesitation. Practices that win in this room keep the handoff tight, smooth, and confident. They remove the left-alone-in-silence moments that create anxiety. They treat the patient as the hero of the story, not the object of a procedure. They engage on a human level before diving into clinical detail. When patients feel known instead of managed, they say yes more often and they stay excited throughout treatment. Free Growth Session Mid-Treatment Visits — The Overlooked Opportunity This is where many practices unintentionally lose the patient experience altogether. Routine appointments easily slide into autopilot. The assistant has done this exact wire change ten times today. The patient knows the drill. Everyone falls into the rhythm. That is the danger. A patient who feels invisible mid-treatment becomes disengaged. They stop wearing rubber bands. They lose excitement. They feel like a number. The practices that maintain loyalty during routine visits do one thing consistently: they never stop seeing the patient. That means personalized notes that allow any assistant to pick up the conversation, asking about the football game or the prom or the test or the birthday or the struggle, staying energetic even in routine appointments, and celebrating small steps toward the end result. Efficiency does not cost empathy. Efficiency creates space for empathy. Retention — The Most Undervalued Stage Of The Entire Journey Many offices treat retention like the checkout lane. Here are your retainers, congrats, call us if something breaks. Retention is where practices lose referrals and where they could be gaining them. Retention works best when the team celebrates the finish line with real enthusiasm, when debond day is treated like a milestone worth cheering for, when the patient leaves feeling proud of what they accomplished, when the team makes the experience fun and memorable and personal, and when you reinforce why wearing retainers matters without guilt or shame. When the final memory is a great one, patients become raving fans. And when they inevitably need retreatment years down the road, they come back to the place that made them feel cared for, not the cheapest or closest option. Free Growth Session Why This Matters — The Human Challenge Your team is human. They get tired. They get overwhelmed. They deal with difficult patients. They have personal stress. When they are stretched thin, the first thing to disappear is the patient experience. That is why the culture has to carry the weight, not individual moods. A consistent patient experience comes from clear standards, strong systems, personal accountability, team cohesion, morning huddles that reinforce connection, and leadership that models presence and empathy. This is not about perfection. It is about direction. A one percent improvement every day builds a culture that becomes unstoppable. The Practices That Win Care The Most At HIP, we say it often: you do not build a great practice by focusing on teeth. You build it by focusing on people. Clinically excellent orthodontists are everywhere. Patient-centric teams are rare. The practices that become market leaders are not the ones with the newest tech or the flashiest marketing. They are the ones patients talk about long after the appointment is over because the experience made them feel something real. If you want to grow, improve your systems, and elevate your team, start with the one thing your competitors cannot copy: the way you make people feel when they walk through your door. Do that consistently and your practice becomes unforgettable. Free Growth Session The post Why Patient Experience TRUMPS Technology in Orthodontics appeared first on HIP Creative.
Digital orthodontics is transforming the specialty, and in this episode of the Golden Age of Orthodontics, hosts Dr. Leon Klempner and Amy Epstein sit down with Align Technology CEO Joe Hogan to explore what's next for orthodontics. Joe Hogan discusses 3D printed aligners, AI in orthodontics, and how clear aligner technology continues to evolve. He addresses pricing concerns and competitive positioning, and reveals Align's roadmap for direct printing, promising greater design flexibility and efficiency. Learn how AI technology enhances orthodontic treatment planning and discover why Hogan believes technology will expand—not replace—the orthodontic profession.What you will Learn in this Episode:✅ How digital orthodontics and 3D printing technology are revolutionizing aligner manufacturing, with Align's development of variable wall thickness aligners that mimic the orthodontic digital workflow advantages of traditional brackets while reducing waste by 95%.✅ The strategic reasons behind Invisalign cost comparison with competitors, including how comprehensive aligner treatment pricing differs globally.✅ Why orthodontic IP protection matters for innovation, and how Align's billion-dollar investment in ClinCheck software and iTero scanner technology creates efficiency tools that reduce weekend treatment planning time for practitioners.✅ Joe Hogan's perspective on AI in orthodontics and whether technology will replace orthodontists—plus how orthodontic practice efficiency improvements will actually expand the marketplace and enhance the profession rather than diminish it.Subscribe to the Golden Age of Orthodontics and our sister podcast, Practice Talk, hosted by Lacie Ellis, wherever you listen to stay updated on orthodontic innovation and real-world practice strategies. Visit People in Practice for more insights and to connect with our team for practice growth solutions.TIMESTAMPS: 00:00 Joe Hogan, Align Technology CEO, discussing the future of digital orthodontics and clear aligner technology innovation07:18 Align's strategic focus on clear aligner therapy versus custom digital braces, and addressing the resurgence of brackets among younger patients10:25 Joe defends Align's IP, noting decades of innovation and significant R&D investment13:36 Invisalign cost comparison explained: why US pricing differs from international markets, new flexible comprehensive aligner treatment options and marketing questions22:56 Direct 3D printed aligners roadmap: CubiCure acquisition, bio-based resin development, variable wall thickness advantages, and orthodontic practice efficiency gains28:58 AI in orthodontics and the future of the profession: why technology enhances rather than replaces orthodontists and expands the adult patient marketplaceKEY TAKEAWAYS:
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