Podcasts about practice growth

See what the team at The Successful Bookkeeper has on right now → If you've been watching the AI wave roll in and wondering what it means for your bookkeeping practice, this episode is for you. Alex Lee, co-founder and CEO of Truewind, brings a clear-eyed perspective grounded in three and a half years of building AI tools specifically for accountants. His message is direct: the future of accounting has always been about you, and that isn't changing. Chapters [00:00] Opening: Fear and Opportunity [01:18] Alex Lee's Unlikely Path to AI [04:18] The Future Is Still You [08:00] Will AI Replace Bookkeepers? [12:00] Crawl, Walk, Run: Getting Started [16:30] AI Adoption Across the Profession [19:30] Data Privacy and Security Checklist [24:00] Vision for Accounting's Future [27:00] About Truewind The Work That Has Always Mattered Alex draws a useful historical line — from carving debits and credits in limestone, to paper ledgers, to file cabinets, to cloud software, and now AI. "I see AI as the next iteration of technology that may shape how accountants are doing the work," he says. "But ultimately, the work of the accountants is the same." What AI does is create space for bookkeepers to spend more time on the things that are genuinely hard to automate: being a trusted advisor, being a real business partner, and — as Alex puts it — shaking hands and looking someone in the eye. Those things don't disappear no matter how good the models get. The Spreadsheet Comparison Worth Remembering When the fear of replacement comes up — and it does — Alex points to a pattern that has played out before. When spreadsheets arrived, people predicted mass job losses in accounting. Instead, the profession grew. Some small business owners did start managing their own five-line chart of accounts, and some will use AI to handle basic recordkeeping themselves. But that's not your client. "As accountants, it puts you in a very unique position to elevate yourself in terms of your AI skills and demonstrate to businesses, I know how to use this tool exceptionally well." The expertise gap has always been the value. AI doesn't close that gap — it widens it in your favor if you lean in. A Crawl, Walk, Run Framework for Getting Started Alex is practical about adoption. Start by picking one AI tool you've already heard of — maybe tried once — and use it for everyday tasks: drafting a client email, writing a performance review, planning a trip. Get comfortable at that level before adding complexity. Walking looks like connecting your AI to your Slack, email, or call recordings and asking it to synthesize information — summarizing client pain points before a proposal, for example. Running is letting AI handle a meaningful portion of your day-to-day operations. "Just get started," Alex says. "Over time, get more sophisticated, and then over time, let it be the primary operating system for you." Handling Data Privacy the Right Way Financial data demands careful handling, and Alex doesn't gloss over it. His checklist for vetting any AI vendor: confirm they are SOC 2 Type 2 compliant with a reputable auditor (not a quick rubber-stamp), verify that data privacy agreements exist between your vendor and the underlying model providers like OpenAI or Anthropic, and look for a genuine philosophy of data protection — not just a claim on a website. For teams that are still nervous about connecting client data to AI tools, his advice mirrors the crawl-walk-run approach: start by using AI internally with your own team's Slack and shared drives. Build confidence there before expanding to client-facing workflows. A Bigger Demand for Accountants Is Coming Alex's outlook for the next one to five years is genuinely optimistic. He sees AI acting as a catalyst for what he calls a "Cambrian explosion of demand for accounting." As business models shift from billable hours toward fixed-fee engagements and technology enables firms to handle more clients with the same headcount, he expects more businesses — not fewer — to seek out qualified accounting professionals. "Accountants can get more done with less, driving an influx of demand for what accounting firms can provide." The firms positioning themselves now, building AI literacy and deepening client relationships, are the ones that will be ready to capture that demand. Links Mentioned Truewind — Alex's AI-powered accounting platform The Successful Bookkeeper — show resources and guest information PureBookkeeping — episode sponsor, proven system to grow your bookkeeping business About the Guest Alex Lee is the co-founder and CEO of Truewind, an AI-powered accounting platform built for accounting firms and corporate finance teams. Before founding Truewind, Alex worked as an aerospace engineer at Boeing, spent time in venture capital, and built a financial planning and analysis company. Truewind launched in the same month as ChatGPT and has spent the past three and a half years building what Alex describes as an "agentic workspace" for accountants — integrating with QuickBooks Online, Sage Intacct, and NetSuite to help teams cut close time by 30 to 50%. You can reach Alex directly on LinkedIn or learn more at truewind.ai. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

What happens when the physician you hired to become a future partner turns into someone you need to let go? In this episode, hosts Brad and Michael share the story of a plastic surgeon who hired an associate physician with the goal of eventually making him a partner. Instead, he was forced to confront a hard reality: the physician was not producing, not fitting into the culture, and costing the practice money. Tune in to learn how tools like employment agreements, termination provisions, and separation agreements can help practices navigate physician departures. Discover strategies to reduce risk, control costs, and create a smooth transition that protects your practice, your team, and your bottom line.  Chapters00:00 Intro00:40 Banter05:48 Story24:08 Access+24:50 Legal Takeaways29:31 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

On today's episode, Dr. Mark Costes sits down with Wendy Briggs live from Thrive Live 2026 in Las Vegas. Wendy shares her perspective on the current state of dental hygiene, including the ongoing provider shortage, rising wages, temp labor trends, and the growing need for practices to shift from hiring to recruiting. She explains how strong hygiene departments are built through better systems, clearer communication, elevated patient care, and compensation models that create wins for the patient, the provider, and the practice.  Wendy and Mark also discuss assisted hygiene, risk assessment, preventive therapy, periodontal care, treatment advocacy, and how hygienists can help drive treatment acceptance by making conditions visual and partnering more effectively with the doctor. Throughout the conversation, Wendy emphasizes that production should never be the goal, but rather the natural result of serving patients at the highest possible level. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES www.schedulewithtti.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

A growing practice can outgrow its leadership structure long before anyone realizes it. In this episode, hosts Brad and Michael share the story of a successful neurosurgeon who built a thriving multi-state medical practice. What appeared to be a well-governed organization on paper quickly revealed deeper issues when new board members began asking questions. Tune in to learn what board members are actually responsible in a practice. Discover how fiduciary duties, active oversight, and clear leadership structures can help reduce risk and support the long-term success of the practice.  Chapters00:00 Intro00:38 Banter05:24 Story14:22 Access+15:03 Legal Takeaways29:35 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

What if the biggest missing piece in chiropractic care isn't the spine... but is in the feet?In this episode of TechTalk Healthcare, Dr. Jay Greenstein and Brad Cost sit down with Dr. Andrew Powell, founder of Better Balance Orthotics, to explore how proprioceptive orthotics are helping chiropractors improve patient outcomes by stimulating the nervous system instead of simply supporting the foot.Dr. Powell explains the science behind the foot-brain connection, why traditional orthotics often fail to create lasting change, and how neurological input from the feet influences posture, balance, movement, scoliosis, chronic pain, and overall function.You'll learn:Why supportive orthotics may not solve the root cause of dysfunctionThe difference between support-based and proprioceptive orthoticsHow sensory input from the feet impacts the brain and nervous systemThe role of foot mechanics in posture, balance, scoliosis, and spinal healthHow chiropractors can incorporate neurological orthotics into their practicesThe business model behind offering Better Balance Orthotics to patientsWhether you're a chiropractor, healthcare provider, or someone interested in improving movement and balance, this episode offers a fresh perspective on how optimizing foot function can transform whole-body health.Topics Covered: Chiropractic, Orthotics, Proprioception, Foot Health, Balance, Posture, Neurology, Functional Movement, Scoliosis, Chiropractic Technology, Practice Growth, Better Balance Orthotics

What if the thing blocking your practice growth isn't ambition or intelligence, but infrastructure?  In this episode, Tracy Cherpeski shares what she learned at the American Association of Medical Society Executives conference—a crystallized insight about why sustainable growth depends entirely on the deliberate, measurable foundation you build before (and while) you scale.  Hear how to identify your practice's specific bottlenecks, why readiness isn't a destination but a choice, and how to think strategically about systems, delegation, and tools (like AI) so they actually serve your practice instead of creating more chaos.  For practice owners wrestling with how to grow without burning out, this episode offers both the philosophy and the practical framework to build differently.  Join us August 18, 2026 (or request the replay): AI, Automations & The Smart Practice: A Private Roundtable  Read the full show notes, memorable quotes, and key takeaways.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

In this episode, Dr. Bill Davis introduces the new UCM Practice Growth Memberships, describing them as the next evolution in how UCM supports upper cervical chiropractors. Drawing on over 14 years of experience, he explains why traditional one-size-fits-all marketing solutions are no longer enough in today's rapidly changing landscape of AI, technology, and patient behavior.  Instead, UCM has developed a stage-specific membership model built around the Seven Growth Stages of Upper Cervical Practice, ensuring doctors receive the right strategies, tools, and guidance for where they are in their practice journey. Dr. Davis walks through each membership tier—UCM Start™  , UCM Align™  , and UCM Elite™  —showing how they help practices build strong foundations, create predictable growth, and ultimately scale into multi-doctor and multi-location enterprises.  Throughout the episode, he emphasizes that sustainable growth comes from following a clear roadmap with expert guidance rather than chasing the latest marketing trends, empowering doctors to serve more patients while building practices that thrive long-term.

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In this episode of Five Minute Friday, I'm challenging you to think beyond the traditional model of marketing to every parent in your community for routine pediatric orthodontic cases. When every practice is chasing the same audience with the same message, it becomes increasingly difficult to stand out—especially as the orthodontic market experiences slower or declining case starts. You do not need to copy my niche. The goal is to identify the cases you truly enjoy, develop the expertise to treat them exceptionally well, and make sure your community knows you offer that service. When you become known for something specific, you can reduce competition, build a stronger referral network, charge appropriately for your expertise, and create a practice that is both more profitable and personally fulfilling.

You survive a hard season of practice ownership and assume smooth waters are ahead. Then a new stage of growth arrives — a bigger team, a new location, more patients — and suddenly you're right back in the messy middle. In this SNACK episode, Miranda Dorta turns the tables on Tracy Cherpeski to ask why practice growth cycles instead of moving in a straight line.  Tracy unpacks the difference between cycling back through a hard season and actually losing ground, why new growth tends to restart the hard parts of practice ownership, and how a solo neuropsych practice's growth into a two-location, 20-plus-person team exposed gaps that “we're all adults here” couldn't fix. She also shares a personal story about getting knocked around by ocean waves that became a surprisingly useful metaphor for resistance versus surrender.  If you're a healthcare practice owner in a hard season right now, this conversation is a reminder: it's not regression, it's information.  Episode Referenced   The Alchemy of Change: What Burnout Is Really Telling You About Your Practice, EP 260    Read the full show notes, memorable quotes, and key takeaways.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

THIS was the most fascinating conversation!!!When you hear what I've got for you today, I think you're in for a surprise - a completely new way of thinking about private practice.I don't know about you, but it seems to me that - in general - we all assume that growth means seeing more clients, working longer hours, or opening another office. Because - what else could you do, right?Well — what if there were another way?I'm bringing back this favorite for our Summer Replay Series, when I spoke with Dr. Ajita Robinson, a grief and trauma therapist who has built an extraordinary mental health organization by thinking differently. Through strategic partnerships, genuine relationships, and an unwavering commitment to serving others well, she's created an 8-figure practice without sacrificing the life she's building.And yet - this conversation isn't really about building an 8-figure business.It's about building a business that's aligned with who you are.Along the way, Dr. Robinson shared how her early career in pharmaceutical sales unexpectedly prepared her for private practice (that's a funny story!), why people don't want to be sold to (they want to be served) and how understanding someone else's needs can open doors you never imagined.Whether your dream is to remain a solo practitioner, build a group practice, or simply create more freedom in your work, I think this conversation will stretch your thinking in all the best possible ways. It sure did that for me!

How Exceptional Independent Practice Owners Think In this episode, Conor is joined by Dr. Erika Morrow, owner of Forsight Unique Eyewear and Eyecare in Savannah, Georgia, to explore the mindset, attitudes and beliefs that underpin exceptional independent practices. Together, they explore why the most successful practice owners never stop learning, actively seek out people who challenge their thinking and continue taking action long after others have become comfortable. If you've ever wondered how exceptional independent practice owners think differently, this conversation is for you. In this episode, you'll discover: Why the best practice owners never stop learning, even when they're already successful What separates practice owners who continue to grow year after year from those who plateau Why the most successful business owners deliberately seek out rooms that challenge their thinking How exceptional practice owners develop the mindset to take action faster, create momentum and accelerate their growth

In this episode of TechTalk, Dr. Jay Greenstein and Brad Cost sit down with Dr. Cory Frogley - entrepreneur, chiropractor, healthcare technology innovator, and founder of BlueIQ, Prime Practice, and Driven OS - to discuss how artificial intelligence, leadership, data analytics, and business systems are reshaping modern chiropractic practices.Dr. Frogley shares his journey from building Utah's largest holistic healthcare center to becoming one of the industry's leading voices on AI-powered practice management. Together, they explore why chiropractors must embrace technology, how data can improve patient outcomes and insurance reimbursement, what separates successful practice owners from overwhelmed providers, and why the future belongs to leaders who combine clinical excellence with innovation.Whether you're a chiropractor, healthcare entrepreneur, clinic owner, or healthcare technology enthusiast, this episode delivers actionable strategies for building a profitable, patient-centered practice while preparing for the next generation of healthcare.To connect with Dr. Frogley, you can find him on Facebook, TikTok, LinkedIn, and Instagram @/Dr. CoryFrogley or visit his websites at BlueIQ.com, at PrimePractice.com, or at DrivenDocs.com.Topics Covered:Artificial Intelligence in chiropracticBuilding a high-performance practice cultureLeadership vs. being the bottleneckHealthcare data & patient outcomesInsurance reimbursement challengesPractice growth strategiesAI-powered documentationHealthcare innovationThe future of chiropractic technology

What if your marketing budget isn't the real driver of high-value, loyal patients?When Dr. David Rominski looked back after selling one of the nation's largest physical medicine practices, a startling pattern emerged: their highest-value patients—the ones they loved serving and who boosted profitability—weren't coming from big ads or generic marketing efforts. They came almost exclusively through trusted relationships with other providers. In this episode, Dr. Rominski reveals exactly how that insight changed his entire approach to practice growth, leading him to create proven, repeatable systems for building a rock-solid referral network that reliably delivers ideal patients.Dr. Rominski breaks down the crucial steps specialists and practice owners need to take in their first 90 days to “own their numbers,” map current referral patterns using actual EHR data, and zero in on local providers who regularly see your best-fit cases. He shares practical tactics for becoming referral-worthy, including why real, in-person relationship-building outperforms emails, lunches, and flashy marketing folders every single time. You'll learn why connecting with everyone in the office matters (not just the doctors!), how to spot and nurture high-potential sources, and the simple but critical metrics that determine whether ongoing effort will pay off. If you're tired of chasing low-value leads and want steady, sustainable case growth, this episode will show you where to focus.What You'll Learn in This Episode:How to identify your most profitable diagnoses and patient types using EHR dataWhy the majority of top referrals come from specific provider relationships (not ads)The must-do steps for evaluating your current referral network in the first 90 daysPractical strategies for mapping your ideal market and building a consistent outreach planThe right way to approach referring offices (hint: it's not about you)The power of “full office” visits and why every staff member countsSimple, effective materials to leave behind on visits (and what to skip)How to track, evaluate, and grow your referral relationshipsWhen to keep pushing for more referrals and when to cut your lossesKey metrics to know if your efforts are really producing resultsReady to learn how to build a referral network that brings in your ideal patients without burning money on ineffective marketing? Listen to today's episode with Dr. Rominski!‍Sponsors:‍Oryx: All-In-One Cloud-Based Dental Software Created by Dentists for Dentists. Patient engagement, clinical, and practice management software that helps your dental practice grow without compromise. Click or copy and paste the link here for a special offer! https://thedentalmarketer.lpages.co/oryx/Click here for a special offer!Business Name: Referrals for DoctorsCheck out David's Media:Website: https://referralsfordoctors.com/LinkedIn: https://www.linkedin.com/company/doctor-referral-institute/Facebook: https://www.facebook.com/profile.php?id=100068507172045‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Follow on Your Favorite App! https://lnkfi.re/TDMPod

What if the problem isn't that you're not working hard enough at all…What if the problem is that you've built a business that no longer feels like you?As part of our Summer Replay Series, I'm bringing back one of my favorite conversations — and it is just as powerful today as it was when we first recorded it.Maira Holzmann is a somatic therapist, group practice owner, and business coach whose approach to business is refreshingly different.Rather than chasing someone else's definition of success, she set out to build a business that reflected her deepest values, honored her strengths, and supported the life she actually wanted to live.Please — if you ever feel like you're having to sacrifice your Self in order to build your business — listen to this.Because in this episode, you'll hear...Why alignment matters just as much as strategy when growing your business.How Maira found the courage to rebuild even when nothing felt like it was working…The oh-so-powerful mindset shifts that helped her stop playing small. Period.What it means to build a business from the inside out.See here's the thing.Your success will feel completely different if it's rooted in your values instead of your ego, when you make decisions, take action, and craft your practice in the way that feels deeply true to who you are.Deeply true to who you are…And you'll still make good money, have a life, and feel wonderful about the work you do.Doesn't get any better than that, does it?So check it out. And let me know how this lands for you.If this conversation resonates, I'd love to hear what stood out most. And if someone comes to mind who needs this reminder right now, share the episode with them!  Not to sound over the top - but really - you could change someone's life.~WendyP.S. One of my favorite moments in this conversation comes near the very end, when I asked Maira what one last bit of wisdom she felt called to share. What she said has stayed with me ever since. I hope it stays with you, too. And if you know someone else who needs to hear this, please share it with them._____________TODAY'S GUEST: MAIRA HOLZMANNMaira Holzmann, LCSW passionately works at the intersection of being a seasoned therapist running a growing group practice and a business coach for soul-aligned therapists who want to stop feeling overworked, underpaid and unappreciated. With her extensive training in empowered somatics, healing trauma, and nurturing resilience Maira is dedicated to helping psychotherapists do good, live large and thrive more.You can find her at: www.SomaticTherapyPartners.com_____________MENTIONEDEpisode 39: Why Closing Her Group Practice was One of the Best Things She Ever Did: An Interview with Ali BoehmEpisode 42: Thinking Big: How to Grow and Manage a Large Group Practice with Amanda LandryEpisode 43: What I Got Right as a Group Practice Owner, and a Few Things I Missed_____________LET's CONNECT:Want to be a Guest on Ideal Practice™? Submit your application here.Follow me on Facebook or LinkedIn. Support the showWendy Pitts Reeves, LCSWHost, Ideal PracticePrivate Practice Coach and Mentorwww.WendyPittsReeves.comWendy@WendyPittsReeves.com

In this episode of Ortho Marketing Podcast, host Dean Steinman is joined by Dr. Adam Goodman, a legend in the orthodontic world practicing in New York City. Together they dive into the truth about orthodontic pricing: why fees in orthodontics have stayed flat while every other industry raises prices, the problem with the old-school "one fee fits all" mentality, and why individualizing fees based on case complexity is fairer to patients and better for your practice. Dr. Goodman also shares how he handles price objections without discounting, why lowering your fee can actually destroy patient trust, and his refreshingly honest take on retainers, relapse, and retreatment: orthodontics is a treatment, not a cure, and retention is about maintenance, not perfection.What You'll Learn:Why orthodontic pricing has stagnated for decades and the flaw in the "easy cases make up for the hard cases" one-fee mentalityHow to individualize your fees based on case complexity — charging appropriately for a complex impacted canine case versus a minor aligner caseHow to position a new practice: why going highest or lowest gives you a fee identity, and why a high fee only works if you can prove the value behind itHow to handle the "the doctor down the street is cheaper" objection — what's really hiding in the fine print (refinements, retainers, what's included), why holding firm on your fee builds trust while discounting erodes it, and how a pay-as-you-go model protects you on lower-fee minor casesWhy teeth shift without retainers, how to handle relapse and retreatment conversations, and why retention is about maintenance, not perfectionWhy aligners are the "tortoise that beats the hare" — how a well-programmed plan outpaces the human factor of braces, and why embracing change (longer appointment intervals, automatic payments) keeps your practice aheadAbout Adam Goodman D.M.D.Dr. Adam Goodman has been practicing orthodontics in both Riverdale and Midtown Manhattan since 1994. He attended the Bronx High School of Science and earned his B.A. from SUNY Albany, followed by his dental degree from the University of Pennsylvania and a postgraduate orthodontic certificate from Montefiore Medical Center. Dr. Goodman is known for his fully digital orthodontic practice and is widely recognized for his expertise with Invisalign. Since 2004, he has served as a speaker and mentor for Align Technology, training and certifying nearly 1,000 dentists and orthodontists. He has lectured at the American Association of Orthodontists, the Invisalign Summit, and multiple Greater New York Dental Meetings.Ready to price your treatment with confidence? Connect with Dr. Adam Goodman of Goodman Orthodontics: https://goodortho.com/Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/

In this episode of Ortho Marketing Podcast, host Dean Steinman is joined by Dr. Adam Goodman, a legend in the orthodontic world practicing in New York City. Together they dive into the truth about orthodontic pricing: why fees in orthodontics have stayed flat while every other industry raises prices, the problem with the old-school "one fee fits all" mentality, and why individualizing fees based on case complexity is fairer to patients and better for your practice. Dr. Goodman also shares how he handles price objections without discounting, why lowering your fee can actually destroy patient trust, and his refreshingly honest take on retainers, relapse, and retreatment: orthodontics is a treatment, not a cure, and retention is about maintenance, not perfection.What You'll Learn:Why orthodontic pricing has stagnated for decades and the flaw in the "easy cases make up for the hard cases" one-fee mentalityHow to individualize your fees based on case complexity — charging appropriately for a complex impacted canine case versus a minor aligner caseHow to position a new practice: why going highest or lowest gives you a fee identity, and why a high fee only works if you can prove the value behind itHow to handle the "the doctor down the street is cheaper" objection — what's really hiding in the fine print (refinements, retainers, what's included), why holding firm on your fee builds trust while discounting erodes it, and how a pay-as-you-go model protects you on lower-fee minor casesWhy teeth shift without retainers, how to handle relapse and retreatment conversations, and why retention is about maintenance, not perfectionWhy aligners are the "tortoise that beats the hare" — how a well-programmed plan outpaces the human factor of braces, and why embracing change (longer appointment intervals, automatic payments) keeps your practice aheadAbout Adam Goodman D.M.D.Dr. Adam Goodman has been practicing orthodontics in both Riverdale and Midtown Manhattan since 1994. He attended the Bronx High School of Science and earned his B.A. from SUNY Albany, followed by his dental degree from the University of Pennsylvania and a postgraduate orthodontic certificate from Montefiore Medical Center. Dr. Goodman is known for his fully digital orthodontic practice and is widely recognized for his expertise with Invisalign. Since 2004, he has served as a speaker and mentor for Align Technology, training and certifying nearly 1,000 dentists and orthodontists. He has lectured at the American Association of Orthodontists, the Invisalign Summit, and multiple Greater New York Dental Meetings.Ready to price your treatment with confidence? Connect with Dr. Adam Goodman of Goodman Orthodontics: https://goodortho.com/Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/

Most chiropractors focus on structural health, but what if the biggest opportunity to improve patient outcomes is happening beneath the surface?In this episode of TechTalk Healthcare, Dr. Jay Greenstein and Brad Cost welcome back metabolic health expert Dr. Steven Geanopulos to discuss why blood chemistry is becoming one of the most valuable tools in modern chiropractic care.Dr. Steven Geanopulos explains how chiropractors can identify hidden metabolic dysfunction before disease develops, why insulin resistance is impacting millions of patients, and how AI is changing healthcare while still requiring experienced clinicians to provide meaningful context.They also dive into:• Why metabolic health belongs inside chiropractic practices• The relationship between blood chemistry and musculoskeletal conditions• How AI can help (and where it falls short)• Building scalable healthcare technology• The Trusted Doctors education program• Entrepreneurship, leadership, and the Ultimate Achievers Club (UAC)• Family, legacy, and creating impact beyond practiceWhether you're a chiropractor, healthcare entrepreneur, or passionate about preventative health, this episode offers practical insights into where healthcare is headed next.To connect with Steven, check out his websites at cyrenelabs.com and drsteveng.com, or visit his socials (YouTube, Instagram, Facebook) at @/DrStevenG.Topics Covered - Metabolic Health, Blood Chemistry, Chiropractic Innovation, AI in Healthcare, Functional Lab Testing, Practice Growth, Preventative Healthcare, Healthcare Leadership

Practice growth rarely stalls because of a lack of skill. More often, it stalls because certainty hasn't caught up with ambition. Dr. Lona and Dr. Chris Grier unpack why certainty is the true foundation of sustainable practice growth. They explore the four pillars of certainty—clinical, philosophical, communication, and business acumen—and explain how each one shapes patient trust, leadership, decision-making, and practice culture. Through practical examples and personal experiences, they demonstrate that certainty is intentionally developed through observation, experience, and continual learning. They also explain why certainty is never something you permanently achieve. It must be continually strengthened through intentional growth, allowing chiropractors to lead with greater conviction, communicate with greater clarity, and build practices that continue to thrive year after year. Key Highlights 02:28 Why certainty is one of the greatest hurdles every young chiropractor must overcome before they can truly thrive. 03:48 Why certainty is the foundation of practice growth and why volume is built on conviction first. 05:08 What pressure reveals about your philosophy, your technique, and what really comes out when you're under stress. 06:23 The first two forms of certainty every chiropractor needs to develop and how they shape patient care. 09:23 The four pillars of certainty that influence your clinical decisions, communication, leadership, and business. 11:08 Why most chiropractors naturally develop one area of certainty while the others quietly limit their growth. 12:18 The three ways certainty is developed and how observation, experience, and study work together throughout your career. 15:08 Why your team's certainty determines how far your practice can grow. 16:28 Dr. Chris and Dr. Lona share where they lacked certainty early in practice and what helped them build it. 20:33 Why certainty requires continual investment and what happens when you stop intentionally strengthening it. 22:40 Better decisions start with better data. Dr. Stephen sits down with Dr. Josiah Fitzsimmons from Success Partner Lucro to discuss insights from the 2026 State of Chiropractic Report and how Lucro helps chiropractors benchmark performance, uncover hidden opportunities, and make data-driven decisions that improve profitability and long-term growth. Resources Mentioned For more information about Lucro please visit:  https://morelucro.com/  Get the 2026 Lucro Industry Report: https://report.morelucro.com/ To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcast To schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcast Learn more about the Remarkable CEO Podcast: https://theremarkablepractice.com/podcast

Most dental practice growth plans fail by January 10th. Gary Takacs and Naren Arulrajah explain exactly why, and exactly what to do about it. Four specific rocks, individual champions, a three-meeting cadence, and the team incentive that took one practice from two Google reviews a month to twenty-six. Plus, Naren on AI search for dental practices, the five benchmarks that define a real patient acquisition engine, and cost-per-lead tracking that shows which channels to scale and which to drop. A mid-year reset episode with real time left in 2026 to act on it.

It's easy to assume slow growth means you need more leads. In reality, many practices already have the patients, technology, and team needed to increase revenue—they just aren't using those resources consistently.  In this episode, I connect with Andrea Watkins, VP of Practice Growth at Studio 3 Marketing, to discuss how stronger systems, better follow-up strategies, and a more intentional patient experience can unlock growth without constantly increasing marketing spend. Sometimes the fastest path to practice growth starts by making better use of what's already in front of you. Stop Treating Every Patient Like a One-Time Visit  Every appointment should move the relationship forward. Whether that means introducing a treatment plan, discussing complementary services, or scheduling the next visit before the patient leaves, each interaction should create a clear next step.  When your med spa practice relies too heavily on individual appointments or a la carte services, you miss opportunities to improve patient outcomes and patient retention. Long-term treatment plans create a better experience for patients while increasing provider confidence, revenue growth, and loyalty over time.  Your Patient List Is One of Your Most Valuable Assets  Many practices spend significant time on lead generation while overlooking patients who already know, like, and trust them. Patient re-engagement campaigns, referral programs, EMR reporting tools, and CRM systems can all help reconnect with patients who are overdue for treatment or ready for their next service.  Build treatment plans instead of one-time services  Re-engage inactive patients through your EMR or CRM  Rebook appointments before patients leave the office  Introduce surgical patients to non-surgical treatments  Use referral programs to encourage patient advocacy  Train every team member to support the patient journey  These small improvements create a stronger patient experience while increasing retention, provider utilization, and long-term revenue. Growth doesn't always require more visibility. Sometimes it requires better visibility into your own database.  Build Systems That Support Accountability  Practice scaling depends on more than great providers. Every member of the team should understand their role in the patient journey, from lead management and scheduling to follow-up and patient education.  Clear expectations, staff training, and defined processes create consistency that benefits both patients and the practice. When responsibilities are shared instead of assumed, it becomes much easier to improve conversion rates, strengthen marketing attribution, and create a patient experience that builds trust.  Sustainable Growth Starts with Better Processes  Healthy practices don't rely on a single marketing campaign or one standout provider to drive results. They build repeatable systems that strengthen every stage of the customer journey—from the first inquiry to patient referrals, ongoing treatment plans, and long-term loyalty.  As your practice grows, those systems become the foundation for expanding locations, increasing revenue, and creating a more valuable business. Strong operations don't just improve today's performance—they make future growth much easier to sustain.  Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence.  Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.  Connect with Shannon:  Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/  The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here. About Andrea Watkins:   Andrea Watkins is the Vice President of Practice Growth at Studio 3, where she coaches plastic surgery and aesthetics teams on strengthening patient acquisition workflows and optimizing lead management systems to drive measurable growth. She has partnered with more than 100 practices nationwide - helping them capture and analyze lead and conversion data, streamline consultations and booking, and align staff training with business objectives.  Andrea's approach centers on turning data into action: equipping practices to improve patient intake, increase conversion rates, maximize marketing resources, and optimize the patient journey. Known for her directive yet approachable, non-salesy style, she empowers practice leaders and teams to enhance efficiency, boost profitability, and deliver an elevated patient experience in today's competitive market.  Connect with Andrea:  Studio 3 Marketing: https://www.studio3marketing.com/  Lead Loop: https://www.leadloop.io/ 

Many physical therapy clinic owners start with a passion for helping patients but end up trapped under a massive clinical caseload. Host Nathan Shields and guest Adam Robin break down the critical path of Private Practice Growth to help you escape the treating therapist trap. If you're working sixty hours a week and missing family milestones, you're likely stuck in the messy middle of operational chaos. They map out the five distinct stages of clinic ownership so you know exactly where to focus your energy next. You'll discover how to organize your front desk, build a strong leadership team, and step into true executive ownership. It's time to stop trading your clinical hours for dollars and start running a business that thrives without you.Want to talk about how we can help you with your PT business, or have a question you want to ask? Book a call with Nathan - https://calendly.com/ptoclub/discoverycallLove the show? Subscribe, rate, review, and share! https://ptoclub.com/

AI is changing dentistry faster than ever, but when it comes to marketing, not everything should be automated. In this episode of the Raving Patients Podcast, Dr. Len Tau sits down with Michael Myers, CEO of DelMain, to discuss how dental practices can use AI to attract more patients without losing the authenticity that builds trust. From AI-powered search engines and Google's evolving algorithms to reviews, SEO, paid ads, and website strategy, Michael shares practical insights every dentist should understand before making their next marketing decision. If you've been wondering how AI will impact patient acquisition and what your practice should prioritize today, this conversation offers a clear roadmap for staying ahead. What You'll Learn How AI is changing the way patients search for dentists Why authentic content beats AI-generated content every time The biggest AI marketing myths dentists should ignore How reviews influence both Google and AI search recommendations Why custom websites outperform generic templates The future of Google Ads, Meta Ads, and AI-powered search Practical ways to use AI without sacrificing the patient experience What makes a dental practice become the obvious choice online Key Takeaways 02:00 How AI Is Reshaping Dental Practice Growth 03:38 What DelMain Does for Dental Practices 04:45 How AI Is Changing Dental Marketing 07:05 Where AI Fits Into the Patient Experience 12:20 The Biggest AI Marketing Myths 16:48 Google Ads vs. Meta Ads 18:35 AI Search vs. Google Search 23:08 Why Reviews Matter More Than Ever 27:26 How Practices Can Stand Out Online 29:55 Human-Led, AI-Supported Marketing 32:33 Lightning Round with Michael Myers 36:59 Final Thoughts and Special Offer — Connect with Michael

Dr. Kevin Christie interviews Dr. Audra Lance, a Nashville-area chiropractor and owner of a cash-based clinic in Brentwood that treats high performers with longer appointments and individualized plans using techniques like DNS and ART. Dr. Lance shares her path from graduating National University of Health Sciences in 2013 to opening a practice immediately, including early financial hardship, slow growth, and building through mentorship, shadowing, certifications, and authentic community networking. She explains how word-of-mouth led to working with pro athletes and entertainers, and offers guidance on treating recognized clients professionally with flexibility and without being starstruck. The conversation covers the realities of cash practice scaling, clinical competence alongside positioning and marketing, associate vs. owner career paths, leadership and reinvestment in team benefits, and rebranding.

In this episode, veterinary practice experts discuss mid-year financial check-ins, team morale, practice management software, and strategies for growth and efficiency. They share insights on tax planning, inventory management, staff engagement, and leveraging technology to improve practice performance.key topicsMid-year financial review and tax planningTeam morale and communication strategiesPractice management software transitionInventory and receivables managementCapital investments and financing optionsChapters00:00 Mid-Year Check-In: Reflecting on Goals04:32 Team Morale: Keeping Communication Open12:54 Financial Strategies: Avoiding Common Pitfalls21:30 Summer Strategies: Managing Burnout and Team Culture25:09 Creating a Welcoming Environment for Clients26:49 Understanding Seasonal Trends in Veterinary Medicine28:33 Navigating Financial Conversations with Clients30:03 The Rise of Financing Options in Veterinary Care31:48 Making Smart Capital Decisions33:19 The Importance of Inventory Management36:46 Building a Strong Team Culture38:53 Investing in Trust and Team Accountability42:28 Future Planning for Veterinary Practices49:46 www.LGA.CPA 

When should recurrent sinus infections trigger an allergy or immune workup? In this episode of the BackTable ENT and Allergy podcast, Dr. Karen Kaufman of Kaufman Allergy, Asthma, & Immunology in Vienna, Virginia, sits down with Dr. Ashley Agan to discuss chronic sinusitis evaluation, allergy testing, immunotherapy, immune deficiency screening, and building a private practice. --- Get the BackTable apphttps://www.backtable.com/app --- Timestamps 00:00 - Introduction02:53 - Chronic Sinusitis Basics06:44 - Sinusitis Types and Polyps10:18 - Testing and Treatment Plan18:40 - When to Suspect Immunodeficiency25:44 - Allergy Testing Methods38:39 - Why Go Solo43:10 - Practice Growth, Visibility, Team Building, and Systems51:55 - ENT and Allergy Collaboration55:50 - Closing Remarks --- More about this episode Dr. Kaufman explains how to distinguish chronic sinusitis from other causes of nasal and facial symptoms, when to evaluate for allergy and immune dysfunction, and how sinusitis phenotypes influence treatment decisions. She also shares her experience launching a private practice during the pandemic and discusses strategies for practice growth through community engagement, increased visibility, and social media. --- Resources Dr. Karen Kaufman - https://kaufmanallergy.com/ Jeffery Modell Foundation 10 Warning Signs of Primary Immunodeficiency - https://www.uhhospitals.org/-/media/files/rainbow/services/allergy-and-immunology/10warningsigns.pdf --- BackTable ENT & Allergy is the go-to podcast for otolaryngologists, allergists, and head and neck surgeons. Download the free BackTable app to get early access to new episodes, cases, and courses curated by physicians in your specialty. ► https://www.backtable.com/app

What happens to your practice when you're ready to walk away? Most private practice owners have no idea. Lord knows I sure didn't when that day came for me.And this week's guest, Dr. Ruth Mannschreck, believes that's a problem - and she wants you to KNOW what to do. A dentist, practice strategist, and founder of Shoreline Strategies, Ruth helps practice owners create businesses that run more efficiently today while also becoming far more valuable tomorrow.So in this episode, we'll talk about how to prepare your business to sell - information you need. But what surprised me about this conversation was that it's not really about selling your practice at all. It's about building a business that isn't completely dependent on you, one that can survive and thrive even after you're gone.There are many reasons you may want to step away from your practice some day. Retirement is the obvious one, but there are many others. So whether you're thinking about an exit in five years or twenty-five, the lessons in this episode can help you create a healthier practice, a stronger team, a better client experience, and more options for your future.And isn't that a good thing? :) In this episode, you'll hear...The four pillars of a healthy practice that's ready to sell.Why most owners wait far too long to think about their exit strategy (and what to do instead.)How Ruth cut her clinical hours in half while ultimately doubling her revenue. (Wait a minute. Whaaaa?!)Why systems, culture, and team ownership matter WAY more than most owners realize.And really, we'll talk about how creating a practice worth selling means creating a healthier business right now… so that you can build a practice that serves your clients well today without trapping you in it forever.Ruth also created a free resource that walks through the framework we discussed in today's episode. Visit www.PrepItNow.com to grab a checklist to help you begin thinking strategically about your own future.I wish I'd known all of this when I started my practice. Don't wait. ~WendyP.S. There are MANY reasons why you will one day want to walk away from your practice... so this conversation is worth hearing. What you're building today will bring value and choices to your life tomorrow._______________TODAY'S GUEST:  Dr. Ruth Mannschreck  Mannschreck is a dentist, practice management strategist, and founder of Shoreline Strategies. After spending more than 30 years in private practice, she learned firsthand how systems, culture, and leadership can dramatically improve both quality of life and business performance. Following the sale of her own practices (twice!), she became passionate about helping other owners avoid the mistakes she made and prepare their businesses for successful transitions. Today she helps private practice owners reduce their workload, strengthen their teams, and build practices that can thrive long after they're ready to step away.Her website: www.ShorelineStrategies.com  A Free Resource: www.prepitnow.com  LinkedIn: linkedin.com/in/ruthmannschreck_______________WANT to BE a GUEST on the podcast?We are currently scheduling interviews for the 2nd half of the year. If you have a clear message, an engaging style, and a heart for healers, let's meet!  Submit your application right here.Support the showWendy Pitts Reeves, LCSWHost, Ideal PracticePrivate Practice Coach and Mentorwww.WendyPittsReeves.comWendy@WendyPittsReeves.com

We have another Practice Growth Deep Dive for you! In this episode, Steve Jensen talks with Dr. Kartik Antani about the journey from dental school to ownership, what it takes to scale (and when it can be smarter to scale back), and how strong systems and mentorship drive both performance and well-being. Dr. Antani also shares how sleep dentistry and medical billing fit into a modern general practice, plus his vision for more connected, tech-enabled dental and medical care.Listen in to hear about:Building your support systemEarly-career advice: DSO vs private vs ownershipScaling practices: What people do not talk about enoughWhat actually drives practice performanceClinical focus in Dr. Antani's practiceSleep apnea workflow and medical billing…and so much more!Resources MentionedSleep Apnea Resources:Transform Dental Sleep by Jason Tierney: https://www.amazon.com/Transform-Dental-Sleep-Step-Step/dp/B0C524116R.AADSM: https://www.aadsm.org/Email Dr. Antani: kantani@gmail.comBusiness Books:Built to Sell by John Warrillow: https://www.amazon.com/Built-Sell-Creating-Business-Without-ebook/dp/B004IYISQWThe Automatic Customer by John Warrillow: https://www.amazon.com/Automatic-Customer-Creating-Subscription-Business-ebook/dp/B00LFYXDNQThe Art of Selling Your Business by John Warrillow: https://www.amazon.com/Art-Selling-Your-Business-Strategies-ebook/dp/B08NTSFMJLSmall Giants by Bo Burlingham: https://www.amazon.com/Small-Giants-Companies-Instead-10th-Anniversary/dp/014310960XTraction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837The 10X Rule by Grant Cardone: https://www.amazon.com/10X-Rule-Difference-Between-Success/dp/0470627603See a demo of DI and get a $50 gift card: https://get.dentalintel.net/podcast.

Most practice owners do not have a revenue problem early on. They have an allocation problem. Dr. Lona and Dr. Eric DiMartino discuss why treating revenue as personal income too soon often slows practice growth, and why the real challenge is learning to deploy money strategically into marketing, coaching, systems, and team development. They explore the common tendency to spend emotionally, hoard cash out of fear, or delay key investments that create momentum. The conversation connects these decisions to everyday practice realities such as patient acquisition, retention, staffing, leadership development, and long-term vision. When doctors learn to view revenue as fuel rather than validation, they create stronger systems, make better decisions, and build a practice that produces both growth and freedom. Key Highlights 02:20 – Why some doctors struggle financially long before revenue becomes the real issue. 03:59 – The difference between survival, stability, and scale, and why confusing them creates costly decisions. 06:01 – A deeper look at the investment many practice owners stop making too soon. 08:15 – What happens when a growing practice treats marketing like an expense instead of a responsibility. 08:39 – The reality of relying solely on referrals when your vision requires something bigger. 11:49 – Why strong lead generation can still leave a practice feeling stuck. 12:19 – The lesson behind the "dumb taxes" that many owners pay on their way to growth. 14:20 – What many doctors overlook when balancing caution, confidence, and personal spending. 16:25 – The connection between freedom, systems, and the people you choose to invest in. 21:52 – Why the ability to delay rewards often shapes the opportunities available years later. 24:21 - Dan Anticich from Success Partner Twoconnect, joins Dr. Andrew to discuss how chiropractic practices can improve lead conversion, patient reactivation, and operational efficiency through dedicated offshore support. They explore how virtual team members help practices protect marketing investments, strengthen patient communication, reduce administrative workload, and create scalable systems that support sustainable growth.   Resources Mentioned For more information about Two Connect please visit: https://twoconnect.com.au To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcast To schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcast Learn more about the Remarkable CEO Podcast:  https://theremarkablepractice.com/podcast

The "Busy" Trap in DentistryFor Future Dental Practice Owners, a packed schedule feels like success. Yet, a booked day lacking strategic production leads to clinical burnout. Dr. Andrew Clingan and Caitlin Embree reveal why being merely "busy" destroys dental practice profitability. Moving from clinician to empowered CEO means stopping the cycle of stepping over dollars to pick up pennies. This requires mastering dental practice management through intentional scheduling.Your Scheduling Survival Guide:If your days are chaotic but collections are stagnant, your systems are failing. Allowing patients to cancel restorative work without consequence is why dental practice profitability drops. You cannot achieve sustainable dental practice growth if your team scrambles for supplies instead of prepping same-day treatment. To implement elite dental business strategies, engineer your operations:Implement Block Scheduling: Define daily "rocks" and "boulders" to hit goals before filling gaps.Enforce Front Desk Protocols: Separate doctor time from assistant time to end bottlenecks.Demand Accountability: Stop absorbing no-shows by collecting upfront deposits for major cases.Optimize Back-Office Systems: Standardize inventory so your team can add same-day treatment.Dr. Clingan shares how these systems turned a routine limited exam into a prepaid $17,000 case in ten minutes. This operational mindset lays the foundation for scalable dental business ownership and predictable dental practice profitability. It is vital for the associate to owner transition.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Your next dollar is not hiding in a new ad campaign. It is hiding inside the business you already built. In this episode, Jimmy Nicholas and Dr. Dustin Burleson pick up where Episode 65 left off. Once you have decided what stays in your business based on principle, the next question is how to make what stays more efficient. The answer: 15 to 30 percent of additional revenue is usually already there, with no new customer required. They walk through five profit levers you can pull this month. LEVER 1 — Database Reactivation Rekindling a relationship costs a fraction of buying a new one. A short, personal "are you still interested" message can restart conversations that ad spend cannot touch. Dustin shares why customers reactivate as far out as 24 months, a pattern visible in public filings from a large direct-to-consumer brand, and why "they are not coming back" is almost always an excuse. The deeper point: reactivated buyers often want to buy differently, so listen to what they are actually asking for. LEVER 2 — Missed Calls and Speed to Lead Almost no one leaves a voicemail anymore, so a missed call is usually a lost sale. The hosts cover AI receptionists, instant text-back, and after-hours coverage, with client examples discussed in the episode including a multi-location group that recovered tens of thousands in a single month from previously ignored missed calls. The principle stays simple: answer the phone, and answer it like a human whenever you can. LEVER 3 — No-Shows and Schedule Gaps You often do not have a lead problem. You have a scheduling problem. Dustin explains how opening hours competitors do not offer, and staggering the team, turned slow days into the busiest ones. Jimmy contrasts that with a real customer experience of a gate coming down at lunch, and how availability alone can win the business. LEVER 4 — Pricing and Case Acceptance Competing on price alone is fragile. Offering good, better, and best tiers reveals price elasticity you did not know you had. The hosts also cover how AI can audit billing and coding to surface revenue that was being left on the table. LEVER 5 — Referral Systems People do not refer good-enough service. Give them an experience worth talking about, and know exactly who your referral sources are. The episode covers why most referrals go untracked, and what changes the moment you start tracking them. The throughline: AI now does in minutes what used to take data scientists and months. The operators who win ask a better question of the customers they already have. Pick one lever. Whichever one makes you lose a little sleep is probably the one to start with. RESOURCES Get the tools referenced in this episode at MomentumInsiders.com: the Hidden Profit Finder and the 5-Word Text Template. Complimentary. Log in and they are waiting for you. COMING NEXT EP 67: Your Team Is the Bottleneck. Why headcount is not the same as capacity, and the one number that tells you which one you actually have. First Friday of next month. ABOUT THE SHOW The Wealthy Momentum Podcast is a monthly first-Friday show where Jimmy Nicholas and Dr. Dustin Burleson go deep on one topic per episode for practice owners and service business operators, with tactical patterns you can implement before the next episode drops. New episodes the first Friday of every month.   To your momentum, Jimmy and Dustin. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As an addendum to last week's “Money Matters” episode, Dr. Kuba and Bethany dig into the various ways that a team member can unintentionally sabotage a practice. While collections (last week's episode) is foundational to practice success, there are many other seemingly insignificant mistakes that can substantially impact success. Dr. Kuba and Bethany discuss several important ones to consider. This power packed twenty minute episode will provide dental teams with multiple areas to review in their practice. 

spent $135,000 to spend the day with Alex Hormozi.  Here's what he taught me about the conversion process and selling chiropractic care.  If patients are not saying yes to care, the problem may not be your passion, your systems, or even your recommendations - it's your offer.  Dr. Pete and Dr. Stephen break down why so many chiropractors struggle to convert despite deeply believing in what they do. Drawing from Dr. Stephen's recent coaching experience with Alex Hormozi and the framework of the irresistible offer, this conversation unpacks the four factors that shape every conversion decision: dream outcome, perceived likelihood of achievement, time delay, and effort and sacrifice. From learning how to stop selling process and start selling transformation to creating a patient journey that feels clear, trustworthy, and achievable, this episode gives chiropractors a practical roadmap for increasing conversion, strengthening certainty, and helping more people commit to care with confidence. In This Episode You Will: Understand why conversion constraints often begin with an unclear offer.  Learn how to sell the transformation instead of the process.  Discover the four parts of an irresistible patient offer.  Clarify how trust, proof, and certainty increase patient belief.  See how a clear roadmap makes care feel easier to commit to. Episode Highlights 01:04 - Identify why the question is not whether conversion has a constraint, but where that restraint is showing up. 04:12 - Discover how an irresistible offer becomes the first lens for diagnosing a stalled conversion process. 05:55 - Clarify why patients do not buy services, systems, or procedures before they believe in the transformation. 09:36 - Recognize how selling the outcome changes the emotional weight of the entire conversion conversation. 13:10 - Explore the four-part value equation that shapes whether a patient says yes or hesitates. 18:26 - Understand why conversion becomes a skill when the dream outcome is made specific, emotional, and compelling. 23:32 - Reveal how proof, testimonials, and certainty increase a patient's belief that care can work for them. 27:05 - Examine how time delay becomes a conversion restraint when patients cannot see a faster path to results. 29:19 - Differentiate between a hard process and a supported process that makes commitment feel possible. 34:42 - Recognize how the right offer combines accountability, support, and clarity into a decision patients can trust. 36:15 - As a Success Partner, Chiro-Ads Academy brings a powerful, in-house approach to digital marketing that helps practices take control of new patient acquisition. As Dr. Eric sits down with Dr. Travis Stewart, the conversation reveals how early struggles with inconsistent agency results led to a proven system that lowers lead costs, improves conversion, and drives predictable growth through trust-based advertising and data-driven decision-making. If you are ready to create consistent, scalable growth you will want to explore how this system can transform your practice.   Resources Mentioned To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceo For more information about Chiro Ads please visit: www.makingmuvs.com/TRP Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1 To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Your practice is stuck because you don't have enough Qualified Leads to take you to the next level.  In this episode, Dr. Stephen and Dr. Pete unpack the first and often most common bottleneck in practice growth: the inability to consistently attract the right people with the right message at the right time. Through the lens of the Theory of Constraints, they reveal why marketing struggles are rarely solved by simply “doing more marketing” and instead require deeper clarity around purpose, messaging, ideal patient profiles, and measurable systems. From refining the market message that cuts through the noise to understanding Marketing Spend, CAC (Cost to Acquire a Customer) and “Buyer Readiness”, this episode provides a strategic framework for chiropractors who want to stop spraying and praying and start building predictable attraction systems that scale influence, income, and patient impact. In This Episode You Will: Understand why attraction constraints are often the hidden bottleneck in practice growth. Discover how purpose, mission, and vision shape effective marketing systems.  Learn how to create messaging that cuts through marketplace noise and increases readiness.  Clarify the difference between random marketing activity and measurable lead generation.  See how metrics like CAC and LTV create confidence, scale, and strategic decision-making.   Episode Highlights 01:44 - Identify how one primary constraint can quietly suppress growth across an otherwise healthy practice. 03:54 - Discover why true transformation begins when education unlocks awareness rather than simply delivering information. 05:28 - Recognize how unresolved attraction constraints keep practices stuck even when effort and intention remain high. 08:16 - Explore why great coaching often reveals hidden solutions that were already within reach. 11:12 - Clarify why the problem behind the problem must be solved before marketing tactics can produce meaningful growth. 14:23 - Uncover how defining an ideal client profile changes the precision and effectiveness of attraction strategies. 16:36 - Examine the three-part messaging equation required to cut through marketplace noise and create urgency. 18:06 - Reveal how trust-building systems increase patient readiness long before a conversion conversation begins. 20:38 - Differentiate between inconsistent marketing activity and the disciplined repetition required to create momentum. 27:31 - Understand why data-driven marketing eliminates stress and creates confidence in scaling patient acquisition. 28:43 - Dr. Rachel is joined by Dr. Kendall Price of Success Partner Elevate Marketing to unpack what it really takes to turn marketing into a true growth system for modern practices. They explore how Elevate moves beyond generic campaigns by blending brand identity with proven strategies, building trust through every step of the patient journey, and optimizing for real outcomes like patient show rates, not just leads. When marketing becomes intentional, relational, and data-driven, growth shifts from unpredictable to scalable and sustainable.   Resources Mentioned To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceo For more information about Elevate Marketing please visit: https://goelevatemarketing.com/ Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1 To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

If you've crossed (or are approaching) that $1M mark in your practice, you've probably realized something… growth doesn't get easier—it just gets different. In this episode, I'm joined by Joshua Brummel from Therapy Flow to talk about the hidden bottlenecks that show up as you scale from $1M to $3M and beyond. These aren't the obvious problems you solved early on, they're the behind-the-scenes issues that quietly slow your growth, shrink your profit, and stretch your capacity as a CEO. We're breaking down what's really going on and what you need to focus on to keep moving forward.3 Reasons to ListenYou'll understand why growth starts to feel harder (even when things are “working”). Hitting $1M doesn't mean you've figured it all out, it means you're entering a new level with new challenges.You'll learn the bottlenecks that are most likely costing you time, money, and sanity. From clinician churn to lack of systems, these are the issues we see over and over again in growing practices.You'll start thinking like a CEO, not just a practice owner. Scaling requires a shift in how you spend your time, make decisions, and lead your business.Links and Resources MentionedGroup Practice Con (Sept 10–11, Chicago): https://grouppracticecon.comTherapy Flow: https://mytherapyflow.comMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/AcademyWatch Therapy For Your Money on YouTube: Watch on YouTubePodcast Production, Audio Mixing, and YouTube Video Production by James Marland

Growth rarely happens by accident because it's built through intention, care, and a willingness to evolve. In this episode of my mini-series "Where Are They Now?", Amber Sperling reflects on the journey of expanding her practice from a single basement setup to a thriving, multi-location space rooted in accessibility and community care.  Amber and I first spoke on the podcast in 2023! To get the full experience of the there-and-now conversation, you can click here to listen to the episode when Amber first came on the Fearless Practice Podcast.  In our conversation in this episode, she shares how prioritizing clients over waitlists, investing in genuine relationships, and leaning into what works have shaped her success, along with the practical lessons and marketing strategies that continue to guide her forward. Welcome to the conversation! MEET AMBER Amber Sperling is a Registered Social Worker, psychotherapist, and founder of Amber Sperling Social Work & Psychotherapy Services, a growing group practice specializing in perinatal mental health and trauma. She is EMDRIA-certified and one of the first clinicians in Canada to hold certification in perinatal mental health, known for helping clients experience meaningful change from the very first session. Amber is expanding her work through MARSHA Care—a broader model that integrates therapy, education, and community to support women's health across life transitions. She is passionate about building a practice that blends clinical excellence with connection and sustainable growth, so more mothers can access the support they need. Learn more about Amber on her private practice website, LinkedIn, and Psychology Today profiles.  In this episode:  How Amber's practice has grown from 2023 to 2026 What has changed How Amber's practice goes the extra mile in client care Amber's top 3 marketing tips Amber's lessons learned advice to listeners  How Amber's practice has grown from 2023 to 2026 Over the last couple of years, Amber's practice has grown.  During her first interview with the Fearless Practice Podcast, she was operating from her basement in her old house. However, now the practice has its own dedicated space!  What has changed  Amber credits her team and practice's drive to meet the needs of their community as the spark that pushed them to continue growing and building up the business.  As Amber explains, for her team, having some flexibility and availability is important so that every client that comes into the practice can get seen to in a matter of days.  It bothered Amber to keep clients on a waiting list, and that drive is what contributed to her growing her practice to meet more of the community's needs. How Amber's practice goes the extra mile in client care Amber deeply cares about her client niche because she also knows what it feels like to be sitting in the opposite chair.  As such, she and her team have made it a priority to care not just for the client's mental well-being, but also for the little things, through things like:  Keeping snacks on hand for the moms and toddlers  Making the building accessible for every type of ability or need  Offering free parking for clients  Offering both in-person and virtual options for sessions Amber's top 3 marketing tips  For Amber, networking has been the top marketing strategy, consistently growing her practice the most.  Even when she felt nervous or unsure, connecting with other mental health practitioners and practice owners has consistently created more and more referral sources, which have sustained her business and helped it expand. Secondly, Amber recommends utilizing social media. While it isn't for everyone, if it does work for you and allows you to market your practice creatively, use it. Make videos, use your voice, share professional photos or information; anything that can help build consistent traction and help place your practice in front of more people. Be authentic, because that resonates the most with your ideal clients.  And lastly, lean into what you enjoy doing, and do more of it. This could be networking, social media, or even public speaking, hosting community events, or anything that allows more people to interact positively with you, your staff, and your practice. Don't overthink it, and just do it! Amber's lessons learned and advice to listeners Over these three years, Amber credits the power of goal-setting and pursuing. Keep yourself focused on these goals, because there will be so many shiny objects in your periphery, so be specific about where you are going and what needs to be done to bring these dreams to fruition one at a time.  And, keep doing the things that work! Sure, try a bunch of new techniques, but once you start receiving feedback on what works and what doesn't, pick what does and scale it.  Connect with me: Instagram Website  Resources mentioned and useful links: How I Developed a Marketing Strategy for My Private Practice - Networking | EP 195 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS2MO for two months free) Get started with Hushmail here and get one month for free! Learn more about Amber on her private practice website, LinkedIn, and Psychology Today profiles Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

For a long time, I avoided narrowing my focus because it felt like the fastest way to limit my opportunities. I built my business by saying yes to a wide range of clients, thinking that was the best way to grow. But over time, it became clear that being too broad was actually making everything harder—my marketing, my referrals, and the consistency of my results.  When Your Business Is Too Broad, Growth Gets Messy  When you're not clearly positioned, you attract a mix of clients that don't always align with where you do your best work. That showed up for me in inconsistent referrals, unclear messaging, and constantly having to adjust instead of repeat what was working.  At a certain point, growth slows down—not because you're not capable, but because there's no focus.  What Improved Once I Focused on One Segment  When I started focusing on medical aesthetics—med spas, plastic surgeons, and beauty businesses—the shift was immediate.  • The work became more repeatable because the problems were similar • Messaging got clearer because we were speaking to a specific audience • Referrals improved because people knew exactly who to send to us • Results were easier to deliver and communicate  That's where momentum comes from: clarity and consistency.  How to Start Without Overcomplicating It  You don't need a perfect niche to get started. Look at where you're already getting strong results. Pay attention to which clients feel aligned, where your processes are smooth, and what problems you're solving repeatedly.  Then start leading with that in your messaging. You're not cutting everything else off—you're just becoming more intentional about what you're known for.  Why This Matters for Scaling Your Business  If your goal is to grow, being known for something specific makes everything easier. It simplifies your marketing, strengthens your referrals, and helps you attract better-fit clients. It also makes your business more scalable because your team can deliver consistent results without reinventing the process every time.  You don't need more services—you just need clearer positioning.  Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence.  Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners. Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/  The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here. 

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework In this episode, Enoch sits down with Eariny Adams, founder of Genesis Design, to explore what really happens after the excitement of starting a firm wears off. Eariny shares what it felt like when growth brought complexity, pressure, and a quiet sense of confusion that many firm owners know well. Her story reflects a turning point that doesn't come from working harder, but from seeing differently. As the conversation unfolds, Eariny describes how clarity, vision, and support reshaped the way she leads her practice. Money, pricing, and team building show up—not as tactics, but as deeper shifts in mindset and confidence. The result is a firm that feels lighter, stronger, and more intentional. The episode ends with a look toward the future, where growth takes on a bolder, less traditional shape. The hidden signal that told her something had to change The small shift that completely altered client dynamics The growth move most firm owners never see coming To learn more about Eariny, visit her website: https://www.genesisinteriordesign.com/

What if your biggest growth opportunity isn't your marketing… but how your team communicates? In this episode, Dr. Len Tau sits down with returning guest Danny Bobrow to break down the human side of practice growth. From the first phone call to treatment acceptance, Danny explains why trust, empathy, and communication skills are the real drivers behind case acceptance and long-term patient loyalty. They dive into why most practices mishandle leads, how emotional decision-making impacts patient behavior, and the simple shifts your team can make to create stronger connections that lead to more yeses. If you want better conversions, stronger relationships, and a more consistent patient experience, this episode is a must-listen.   What You'll Learn Why patients make decisions emotionally before justifying with logic The three C's of persuasive communication and how they impact case acceptance How poor phone handling is costing practices new patients What actually defines a "qualified lead" Why listening is one of the most valuable skills in your practice How to build trust quickly in the first 30 seconds of a call The difference between convincing and true persuasion How to get your entire team aligned and consistent with communication — Key Takeaways 00:46 Introduction and episode overview 01:54 About Danny Bobrow and his background 03:24 How Danny helps dental practices grow 06:33 The importance of communication in patient conversion 08:08 Why listening is a critical skill 09:57 Overview of the Persuasion Blueprint 11:50 Emotional decision-making explained 13:19 The three C's of communication 14:58 Breaking down caring, connection, and collaboration 16:48 Common mistakes practices make 18:40 Understanding different types of "yes" 20:48 Getting team buy-in and consistency 25:45 What defines a qualified lead 28:36 Handling unqualified or difficult leads 29:02 Avoiding a "salesy" approach 31:05 Building trust in the first interaction 32:06 Why how you say things matters more than what you say 33:10 The impact of trust on referrals and retention 34:16 Lightning round Q&A 35:14 How to connect with Danny — Connect with Danny

Healthcare consulting research consistently shows referrals drive 50–70%+ of specialty care volume, yet most orthopedic practices underinvest in referral channels and overspend on digital ads without a mechanism to convert attention to appointments. This week, Alisa Conner breaks down the 3 structural gaps that create revenue leaks in orthopedic practices, including what closed-loop tracking means, why referral relationships need processes rather than hope, and how the math compares between cold advertising and structured referral channels. If your OR blocks aren't full and your marketing team can't tell you how many patients each tactic produced, this episode is for you. Alisa Conner addresses a pattern documented across healthcare consulting research and hospital system data: specialty practices routinely underinvest in the channels — professional referral relationships, physician liaisons, structured partner networks — that consistently generate their highest patient volume, while overweighting budgets toward digital advertising that lacks a mechanism to convert attention to appointments. In this episode, Alisa walks through: Why most digital ad spend has no structural pathway from click to patient appointment The 3 gaps draining patient growth from orthopedic practices How to establish closed-loop tracking from marketing tactic to patient outcome What a structured referral process looks like — and why hope isn't a strategy An illustrative cost comparison: cold advertising vs. structured referral channel A 3-part action plan to take control of marketing spend this week How the Revenue Leak Assessment identifies your top 3 revenue leaks in 15 minutes Resources: Revenue Leak Assessment: https://alisaconner.com/assessment Book an Exploratory Call: https://tidycal.com/alisaconner/exploratory-call  

There may be more than one reason your practice feels harder than it should.And no — it's probably not because you need better marketing, a new niche, or another certification.In this conversation (from my appearance as a guest on The Practice of Therapy with Gordon Brewer), we stepped back and looked at the whole picture — what it actually takes to build a practice that works.Not just one piece of it. All of it.Because the truth is, there's no single fix.There are seven key areas that every successful practice has to navigate — and most clinicians are either skipping critical steps or trying to fix things out of order.This is a faster-paced conversation than what you usually hear from me — but it's packed with the big ideas that shape everything else.If your practice feels scattered, stalled, or just heavier than it should…this is a powerful place to reset.WHAT YOU'LL HEAR IN THIS EPISODEWhy your purpose has to come first (and what happens when it doesn't).How to identify the people you actually want to serve (not just who shows up).What it means to create an offer that truly works — beyond the therapy hour.How to promote your practice without feeling salesy or scattered.And the one pillar that truly drives all the rest (and can sabotage everything if ignored)This episode gives you a clean, big-picture framework to assess what's actually working in your practice — and what's not — so you can stop guessing and start making intentional changes that create real momentum.And the cool part? When you're operating at a healthy place in all or most of these, your practice becomes something you genuinely enjoy showing up to — for the long haul.Precisely what I want for you.

Every business has principles that should never move. It also has practices that need to die right now. Most entrepreneurs confuse the two.  They change their values when they should change their methods, or they cling to methods when the market has already moved on. In this episode, Jimmy Nicholas and Dr. Dustin Burleson dig into how to tell the difference, featuring: The Logo Test: go to your website, swap your logo with a competitor's, and see if anything changes. If it does not, you have a problem. The EB White Principle: AI makes everything 10x easier, 10x faster, 10x cheaper. It does not make it 10x better. Better thinking does. The $75,000 Core Values Story: Dustin spent years and tens of thousands of dollars with consultants discovering his core values. Today, AI can facilitate that process in minutes. The method changed. The principle never will. The MARS Rocket Test (Vern Harnish): put your entire team on a rocket to Mars. You do not know what business you will run when you land. What would still be true about your company? Whatever survives that test is a core value. Everything else is a habit. PLAUD and AI Coaching: how a recording device captures sales and treatment coordinator presentations and AI immediately generates customized follow-up messages based on each prospect's or patient's specific fears, hopes, and objections. AEO vs SEO: 60% of searches now end in zero clicks. If you are not visible in ChatGPT, Claude, and Gemini, you are invisible to a growing segment of your market. Download the free Preserve or Kill Framework and The 3 Shifts Scorecard at WealthyMomentumPodcast.com. Next month: Where Your Next Dollar Is Hiding. It is already inside your business. You just cannot see it yet. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. X graduated two years ago and joined his father's practice with the understanding that one day it would be his. But right now, he's paid a daily rate, produces a fraction of the revenue, and has no formal path to ownership. His dad, a 35-year veteran producing $1.5M a year, loves dentistry and isn't slowing down. Meanwhile, Dr. X is sitting in half-empty chairs, struggling to grow, and watching his vision for the future clash with his father's comfort zone. In this raw MyStory episode, Craig, Peter, and Ian unpack everything Dr. X is up against: a team that doesn't see him as the leader, a business that's built around one producer, and a mindset that's quietly holding him back. Craig shares his own painful experience navigating the same dynamic with his father and the fights that nearly destroyed their relationship. The conversation goes deep on knowing your numbers, building a vision bigger than yourself, and why the hardest conversation you'll ever have might be the one that changes everything. CASE STUDY: Second-generation dentist, two years out of school, working in his father's practice with no equity and no succession plan. $2.1M practice, dad produces $1.5M, Dr. X produces $400K, hygiene makes up the rest Paid a daily rate with no production-based compensation 7 to 8 operatories currently, 2 underutilized, only in-network with Delta 4 to 10 new patients per month, net growth is negative Dad is 68, estimates 6 years left, not looking to invest capital Dr. X wants 14 ops, associates, and $500K net without producing Team doesn't know the vision, dad doesn't share it, no alignment $500K at 20% profit margin = $2.5M collections, doable with current chairs at ~$310K per chair Biggest barrier isn't capacity, it's one honest conversation with dad about vision, price, and timeline DESCRIPTION The Bulletproof Dental Podcast Episode: 434 HOSTS:Dr. Peter Boulden,  Dr. Craig Spodak and Ian de Jongh GUEST: Dr. X MyStory is a new Bulletproof series where real dentists share their real story: what's working, what's not, and the questions they can't get answered anywhere else. Each episode is a one-hour Master Class. Peter & Craig give practical advice, just like they do inside our Mastermind Program and at the Bulletproof Summit. The point is simple: you'll hear your own challenges in someone else's story, and leave with clear steps you can use right away to shift your mindset, strengthen your practice, and avoid the mistakes that make growth harder than it needs to be. Contact Us Want to be on MyStory? Email MyStory@bulletproofdentalpractice.com If your story is selected, you will join Peter, Craig and Ian on the podcast. We also launched the Bulletproof Hotline. Call anytime and leave a message to share your story, ask a question, tell a joke, or leave a note for Peter, Craig and Ian. We will listen and respond with real-world feedback. Hotline: (561) 933-5575. Chapters. Chapters 00:00 Introduction to Dr. X's Practice Challenges 02:21 Dr. X's Practice Overview and Growth Concerns 04:03 Dr. X's Vision and Practice Goals 07:57 Current Practice Metrics and Revenue 12:05 Aligning Vision with Practice Reality 15:49 The Importance of Clear Communication with Family 20:11 Strategies for Practice Expansion and Ownership 24:59 Psychology and Mindset in Practice Growth 29:58 Team Management and Practice Efficiency 34:58 Insurance, Fees, and Practice Economics 40:11 Clarifying Goals and Building a Business Vision 45:00 The Power of Purpose and Core Values 49:54 Taking Action and Next Steps for Growth REFERENCES Bulletproof Summit Bulletproof Mastermind  

The firm advisors think they know is not the firm that exists today. And if you are going to say NO, at least know what you are saying no to. Frank LaRosa goes one on one with Brian Mora of Ameriprise for a candid conversation that challenges some of the most common misconceptions advisors carry about one of the largest and most innovative firms in the industry. Frank and Brian break down what $1.7 trillion in assets actually means for an advisor looking for stability in a consolidating market, why Fortune named Ameriprise one of the most innovative companies in America and how their AI-powered CFP brain is giving advisors back hours of time every single week by transforming how they prep for meetings, generate recommendations and summarize client conversations. They also get into the numbers that matter most. Advisors who transition to Ameriprise are at 101% of their hiring assets after just 12 months, compared to the industry average of 91%. The conversation also breaks down how their digital transition process moved a billion dollar team onto the platform in just 16 days and why a firm telling you it takes six months to transition your book is a red flag you should not ignore. The episode closes with the message Frank keeps coming back to: before you say no to Ameriprise, at least know what you are saying no to. Because the firm advisors think they know is not the firm that exists today.   Questions answered in this episode include: Why are advisors surprised by what Ameriprise has become in the last 20 years? What does $1.7 trillion in assets mean for the stability of the firm you choose? How is Ameriprise using AI to help advisors grow their practices and serve clients better? What is the CFP brain and how does it work inside an advisor's practice? Why do Ameriprise advisors move 101% of their book after transitioning when the industry average is 91%? How fast should a book of business actually move when an advisor transitions today? What is the impact analyzer and how does it help advisors see the real financial difference of growing faster?   Chapters: 00:00 — Know What You're Saying No To: The Ameriprise Truth 01:04 — Why Ameriprise Surprises People: 1.7 Trillion and the Innovation Awards 03:00 — How Ameriprise Changed 20 Years Ago and Why It Matters Now 06:18 — Fortune, Time, and the Case for Innovation 09:18 — The CFP Brain: AI That Thinks Ahead for Every Client 10:07 — Meeting Summarization and Giving Advisors Their Time Back 12:52 — 101% vs 91%: Why More of the Book Moves at Ameriprise 15:37 — 16 Days, a Billion Dollars, and the Digital Transition Difference   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

Every firm says they have great culture. Very few can back it up. Raymond James can. And in this episode, they explain exactly how. Frank LaRosa sits down with Jodi Perry, Head of Advisor Recruitment and Business Development and Todd Ferguson, Chief Information and Security Officer at Raymond James, for a wide ranging conversation recorded live at the Ignite Conference. The group breaks down what it really means to put the advisor in the driver's seat, why the freedom versus independence distinction matters more than most advisors realize and how Raymond James has been doing for 25 years what other firms are only now starting to talk about, including putting the advisor's ownership of their business in writing through the Advisor Bill of Rights. The conversation also gets into AI and technology in a way you will not hear anywhere else. The group breaks down how Raymond James is investing $1 billion in technology to give advisors more time for the relationship side of the business, how their opportunities platform surfaces client service gaps before they become problems and what every advisor needs to know about protecting their clients from bad actors and digital fraud in today's environment.   Questions answered in this episode include: Why is Raymond James a strong option for financial advisors right now regardless of where they are in their career? What is the difference between freedom and independence at Raymond James? What is the Advisor Bill of Rights and why does no other W2 firm offer it? How is Raymond James investing $1 billion in technology to help advisors grow their practices? Will AI reduce headcount in an advisory practice or expand its capacity? What should advisors do right now to protect their clients from bad actors and digital fraud? How does Raymond James approach advisor recruiting differently from other firms?   Chapters: 01:02 – Welcome: Ignite Conference Edition with Jodi Perry and Todd Ferguson 02:03 – Why Raymond James Now: Flexibility Across Every Stage of an Advisor's Career 03:38 – Culture Is Experiential: What That Really Means at Raymond James 05:31 – Freedom vs Independence: Why W2 at Raymond James Is Different 08:29 – The Advisor Bill of Rights: Putting Ownership in Writing 10:46 – AI and Technology: How Raymond James Is Using a $1 Billion Investment 15:57 – Bad Actors and Cybersecurity: What Every Advisor Needs to Know 25:20 – Quality Over Quantity: How Raymond James Thinks About Growth   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

Sometimes the money IS the right reason. And pretending otherwise might be the most expensive mistake you ever make. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the conventional wisdom around advisor transitions and make the case that when the difference between two firms is not a few thousand dollars but millions, the economics have to come into play. Frank breaks down the unicorn recruit concept, how asset based transition deals are creating massive opportunities for advisors whose AUM far outpaces their revenue, and why the transition window right now is unlike anything the industry has seen in decades. He also explains why advisors should think like their wealthiest business owner clients when evaluating an opportunity, what they can do with that capital to grow their practice faster, and why getting a monster transition package is not selling your business but monetizing it without giving anything up.   Questions answered in this episode include: What is a unicorn recruit and why do some advisors have more leverage than they realize? What is the difference between an AUM based deal and a T12 based transition package? Why are transition packages and practice valuations at all time highs right now? Is it okay to make a move primarily because of the economics? How can a large transition package help an advisor grow their business faster? What should advisors be thinking about before a market downturn hits? How do you know if you are leaving money on the table by staying where you are?   Chapters: 00:00 – When the Money IS the Right Reason to Move 01:04 – Welcome to Advisor Talk 02:20 – Why Most Firms Look the Same and Where the Difference Really Is 05:00 – The Unicorn Recruit: AUM Based Deals vs T12 09:00 – The $9 Million Question: When Economics Has to Come Into Play 13:00 – Think Like Your Wealthiest Business Owner Clients 27:14 – How to Reach Frank and Stacey   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go up, not down. The income jump is real. But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had known going in, including what they underestimate about client loyalty, what they leave on the table in negotiations, and the operational realities that no one warns them about until it is too late. Frank also breaks down the shrink to grow concept, why payout structure matters more than the upfront check long term, and why the first 30 days of a transition can make or break the entire move. Frank and Stacey also discuss what separates advisors who have a smooth transition from those who struggle, and why the more preparation you put in before the move, the less stress you will face after it.   Questions answered in this episode include: How many clients do financial advisors actually retain when they switch firms? What do advisors consistently underestimate when making a move? Should a financial advisor negotiate payout or upfront money? What is the shrink to grow concept in financial advisor transitions? What operational issues do advisors face in the first 30 days after a transition? How should a financial advisor prepare their support staff before making a move? What should advisors ask firms to include in their transition support package?   Chapters: 00:00 – What Advisors Wish They Knew Before Leaving 01:07 – Welcome to Advisor Talk 02:26 – The Biggest Surprise: Client Loyalty Is Stronger Than You Think 09:01 – The Income Jump Is Real: What the Math Actually Looks Like 12:50 – What Advisors Wish They Negotiated Differently 15:41 – Shrink to Grow: Why Not Every Client Should Come With You 18:13 – Operational Realities Nobody Warns You About 23:54 – How to Reach Frank and Stacey   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/