Podcasts about practice growth

This week, we're joined by Rob Cole! Rob has been training martial arts for over 35 years, 25 of them focused on grappling, and he coaches at Ascension Athletics in Connecticut, where he runs his practice through the ecological dynamics framework. In this episode, Rob explains the intention-led approach, where you give students a goal to work toward instead of specific things to focus on. Topics include: a plain-language primer on ecological dynamics, intention versus attention, win conditions as a driver of behavior, grip fighting as a warm-up, teaching leglocks without fear.Follow Rob on Instagram:https://instagram.com/liquid_robTrain with Rob at Ascension Athletics:https://ascensionathleticsct.comResources discussed in this episode:The Constraints-Led Approach, by Ian Renshaw, Keith Davids, Daniel Newcombe and Will Roberts:https://routledge.com/9781138104075Ecological Dynamics in Sport Coaching, by Steve M. Smith:https://routledge.com/9781032869223Ep. 144: The Constraints-Led Approach, feat. Dr. Rob Gray:https://bjj.plus/144Ep. 330: The Student's Guide to Eco, feat. Noah Shaffner & Greg Souders:https://bjj.plus/330Mental models discussed in this episode:Ecological Dynamicshttps://bjjmentalmodels.com/ecological-dynamicsIntentionhttps://bjjmentalmodels.com/intentionEcological Psychologyhttps://bjjmentalmodels.com/ecological-psychologySelf-Organizationhttps://bjjmentalmodels.com/self-organizationConstraints-Led Approachhttps://bjjmentalmodels.com/constraints-led-approachPerception-Action Couplinghttps://bjjmentalmodels.com/perception-action-couplingWin Conditionshttps://bjjmentalmodels.com/win-conditionsDeliberate Practicehttps://bjjmentalmodels.com/deliberate-practiceGrowth from Discomforthttps://bjjmentalmodels.com/growth-from-discomfortPsychological Safetyhttps://bjjmentalmodels.com/psychological-safetyConsistencyhttps://bjjmentalmodels.com/consistency⬆️ LEVEL UP with BJJ Mental Models Premium!The world's LARGEST library of jiu-jitsu audio lessons, our complete podcast network, online coaching, and much more! Your first week is free:https://bjjmentalmodels.comNeed more BJJ Mental Models?Get the legendary BJJMM newsletter:https://bjjmentalmodels.com/newsletterLearn more mental models in our online database:https://bjjmentalmodels.com/databaseFollow us on social:https://instagram.com/bjjmentalmodelshttps://threads.com/@bjjmentalmodelshttps://bjjmentalmodels.bsky.socialhttps://youtube.com/@bjjmentalmodelsMusic by Enterprize:https://enterprize.bandcamp.com

This DAT podcast episode is a fan favorite! Danny with Swell is on the pod! In this episode, Kiera chats with Danny about Google reviews, Google reviews, Google reviews — a very necessary part of having a practice. Danny shares what practices can do to get their name out in front of potential patients; what not to say in your review responses; why bad reviews are actually good; how to get patients to leave the best kind of review; and a ton more! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time. on the Dental A Team podcast. speaker-0 (00:32) and you guys, I am so pumped for today's podcast. I have one of my favorite, favorite, favorite, favorite companies. I met them when they very first started. We were just starting, so I think we kind of have a little like duo friendship that way. But these people are amazing. And if you aren't utilizing them, if you haven't figured out how to boost your Google reviews, you are in for the best treat. So I'm so pumped to bring on Danny. Danny works with Swell. If you guys haven't heard about Swell, You need to. because in my opinion, the reason they're the best is because they do it so well. That's how I remember swell. they're just the best at getting Google reviews and I'm excited. Danny's got some cool things to kind of help practices, even if you are utilizing swell, even boost those Google reviews more. So Danny, welcome to the show. How are you today? speaker-1 (01:14) Thank you kindly. I'm doing well, just here in snowy Utah, living the dream. speaker-0 (01:19) I love it. I love it. We actually pre-show connected on the fact that Danny may have gone to school with my husband. So we're waiting till post show to see if they know each other. I feel like it's like who's behind the door? My husband wasn't free. but it's kind of fun that you're in Utah. But Danny, kind of for those who don't know about Swell, Zeke and I I literally remember being in an office. I was in Alabama consulting a practice and they needed help with Google reviews. So I looked up, I had been told About swell. I was on a flight and somebody had mentioned swell. And so, and you guys were like early, early, early on. I was early on in my career and I remember I like just picked up the phone. This is when you guys used to not have a great branding. It was like a well. And I'm like, I don't understand what this is about. And I called and Zeke answered and I said, Hey, I'm Kiera Dent with the Dental A Team. I heard you guys are great. I want to utilize you in a practice and see if you're good. What do I need to do? And that's honestly how Zeke and I got connected. And Zeke has just been awesome. and the practices that I put you guys in, no joke, I think the best one the worst one did thirty Google reviews in one month. The best one did eighty five Google reviews in one month. And so it was super fun for me to have immediate social proof and great testimonial. And since then, Zeke has told me many times, Kiera, any event you go to, please tell me we will be there because you're a little walking advertisement for us, which I am because you guys do it so well. So that's kind of how I met you guys, how I got introduced. But kinda tell us like what the scope of swell is and how you guys even got started. speaker-1 (02:50) Yeah, so Swell actually kind of fell backward into dentistry, initially was hoping to help small pharmacy groups survive against the big boys, but then stumbled into dentistry and realized that there was a great fit in that a there were many systems that were currently attempting to help practices get reviews. A lot of them was just the five digit short code. less branded or personalized messages just with a link and then a few different steps that they had to do in order to leave a review. But Swell just said, well, we need to make it super easy, super convenient, and with as few steps as possible for patients to leave a review. So went out and integrated with all of the practice management softwares, stayed hyper focused on driving the most reviews possible for practices. And really swell as we know it today with without the whale that you're talking about, new branding. We think we're a little bit sexier and agree. And you know, our our design and and the aesthetic of our product, our branding, all of that is really great. But most importantly, we're just super effective at getting practices, reviews to the sites that matter, mostly Google and then Facebook, Healthgrades, other sites as well. Totally. yeah, that's that's swell in a nutshell. Primarily we know reviews are the tip of the spear, but then Swell built a little bit out and said, hey, reviews help you stand out online, but then you need to connect conveniently and convert these patients. And so we've built out some tools like web chat and and different things after the fact, but it all starts with the reviews. speaker-0 (04:27) For sure. And I will say, I am a swell, we have been a swell user. So swell, up until we joined with HubSpot, we've actually utilized Swell's chat on our website and it was awesome. We loved it. It was so easy and it actually started building so much traction. And literally the only reason we don't have swell on ours is because HubSpot integrates and it just pulls all the information. But guys, if I didn't have HubSpot, I would still be Wispwell. You guys were fantastic. You helped with our Google reviews. We still utilize you guys for Google reviews. but kind of like so offices, obviously. I hope if you don't know, we are in 2022. You've got to have a presence on Google. Like, no ifs, ands, or buts. Everybody finds you on the website. That is to me your website, and being on Google is your resume to the world. And if it's not there, you're not going to be found these days unless you are attracting a different clientele than the current millennials, Gen X, Gen Z. Whome coming in, like that's what they're looking for. So, Danny, kind of walk us through. You were telling me some crazy cool algorithms. I also love that you guys have always only been with Google because I was never a huge fan of some other platforms. and so I love that you guys have just stayed primarily, primarily Google because Google doesn't take away reviews unlike some other platforms. but kind of just tell us some of the algorithms you guys have come up with because you guys, that's honestly why I think you do it so well, is because you've stayed very niche, you've stayed very focused. And you guys crank Google reviews. So kind of just walk us through some of the things you guys do differently that practices can do to increase those Google reviews. speaker-1 (05:58) Yeah. Well, just I think one thing that's really important for practices to understand is that Google reviews to the Google My Business page affect local and broader searches. So, like you were saying, Kiera, it all starts with an online search. Dentist near me, affordable dentist, cosmetic dentists, all on for, whatever the case. And if practices aren't showing up in that initial Google search, it's referred to as the Map Pack. then They're being overlooked and potentially missing out on a patient that could have searched them online through social proof, read through very positive reviews, and said, Great, this'll do. I'll I'll make an appointment. so Google is tracking several different things. one is the location of the searcher, that's pretty intuitive. It's just how far away is the business from where that patient is searching. there's proximity, and then there's something that's called authority. So that's how well. Are they known online? Are they do they have SEO? Is their website getting lots of hits? this is less important for the review side. but the two important things that we like to focus on is number one, Google is constantly tracking the star rating of the practice and then the frequency or the recency that they're receiving reviews to the Google My Business page. So Essentially, we think that if you can raise your star rating or maintain a high rating and have fresh recent reviews coming to the page with responses as well, because responses are factored into that freshness or recency, those pages are more, excuse me, those practices are more likely to show up front and center when a patient within proximity searches for a dentist or or anything of that nature, they'll they'll pop up. One other thing you and I spoke about were the keywords. This is something that practices. Those of you who are already using Swell, I want you to listen closely because this is a great way to increase in terms of keywords and boost your chances of being front and center on Google. If a patient, when when you're sending out your review request, you could actually in the verbiage say, please describe your experience with us. Now the patient is able to say whatever they want based on HIPAA. They can say, I went in. To Dr. Lenary, I got an implant, an all-on-forecase, you know, they they changed my life. And then when I respond to that as the practice, I know I can't say the patient's name or or anything tying specifically to their actual appointment, but I can say we love to do all on four cases, we love to place implants, we love to do veneers, we love Invisalign and those keywords. So that will be the patient saying it. And the practice saying it and those keywords, those are that's a big deal with Google and their rankings as far as the current algorithm goes. And so that's something I'm always telling practices to do is ask patients to be as descriptive as possible. And then within HIPAA, you can't, you know, you have to walk a fine line, but you can say, we love placing implants, we love doing Invisalign. And now when patients are searching Invisalign Dentists or All On Four or Implant Dentists near me. they're they're much more likely to be ranking higher than other practices who are just saying, thanks for your review, or the patient just said, love the practice, would will come back for life. They can use those keywords to start ranking much higher now as Google has factored that in. speaker-0 (09:28) Interesting. So Danny, you talked about this a lot and I actually don't know. So I'm gonna ask you since you're the guru on it, when people do respond, because I do have a lot of practices who don't respond. So that was really helpful to hear that that keeps you more relevant. Also, podcast listeners, this is why I'm telling you guys to please go leave us go like reviews on the podcast because just like Danny said, yes, we have quite a few reviews from you guys. Thank you, but we have to stay relevant. So if we're not getting reviews every single month. The podcast doesn't actually stay as relevant. It's not ranked as high. So, guys, if you haven't left Dental A Team a five-star review, because hello, he just said reviews and star statuses. So it's the same thing within the podcast world as well. So, guys, that's why I'm always asking, like, please, if you haven't done so, because it makes our podcast relevant. Same thing with your practices. So that's how you can help the Dental A Team out that gives so much value to you. And also what you guys can do for your practices. Unfortunately for me on the podcast, I can't actually respond to any of the reviews. The way they have it set up, you can't respond to podcast reviews. but Danny, when you talked about responding on the Google reviews for your practice, it does keep you relevant, but you also mentioned HIPAA. So what are some of the things not to do on those reviews so people can remain HIPAA compliant on their review responses? speaker-1 (10:41) Yeah, well and I I I have to say that in terms of HIPAA compliance, this is something that I don't know all the ins and outs. speaker-0 (10:50) Agreed. So go check with your coup your HR people guys. So we'll tell you like the basics, but go confirm this is correct. speaker-1 (10:57) Yeah, for sure. It really just comes down to acknowledging a patient in the practice. You know, you you can't say, we loved placing for you, or we love having you as a patient in the practice. it's it needs to be a little bit more generic, like, thank you so much for that feedback. We love, we always strive to deliver a wonderful experience and we love placing implants as opposed to. Thank you for being our patient. And we loved placing that implant, and the results have been phenomenal. follow up with us if there's any problems. You know, it it's really just it's basically taking it a layer removed and just being a little bit more general in terms of you can say the services that you like to offer, the experience that you like to provide, but you can't actually make it so that. The public knows that that patient is a patient of record and that you treated X, Y, and Z in their mouth. speaker-0 (12:01) Got it. So can can you do one, not the other? You can there's no way you can say that this patient, like, thank you so much for coming in. We love you as a patient. That's like a hard pass no, because it'd be acknowledging that that patient's coming to your practice. Is that correct? speaker-1 (12:15) That is my understanding. Yeah, that people have gotten in trouble or practices have gotten in trouble by being, you know, just trying to be personal, but they were a little too personal and there are certain things that you can't acknowledge through the the Google response. speaker-0 (12:31) Sure. Which makes sense. So I think like guys just err on the side of safety. But what Danny was saying is like thank you so much for this feedback. We absolutely love treating every patient with the greatest experience possible. Like those things you can say. And if they do talk about a service that you did, it sounds like Danny, what you're trying to say on this with the keywords is to reemphasize basically the exact same thing that they said with that keyword. So implants, new patient experience, sleep apnea, ortho, Anything like that, because I'm trying to think of what people would be would be searching or those keywords that would be coming up. But be clever and creative on those responses to capitalize on what they said and then what you're responding back with to get a double. It sounds like it's like a two for one deal. Like they gave you the review. You can actually maximize those keywords with your response. Is that correct? speaker-1 (13:19) Yeah, absolutely. And once again, just encouraging those descriptive responses. I've had practices and and even close dental friends that have come to me and said, How can we avoid people just going and leaving us a five star and not saying anything? And I just say, Ask, you know, make it clear in your text message that should be highly personalized to begin with, because Swell is sending a branded it's either the logo, it's a photo of your team. It's it's even we can even scrape the schedule of the provider, the operatory. And if there were 30 hygiene appointments, four extractions, and three implants, we can take every individual provider and intuitively swap in a photo of the person that they met with. Clever. Calling them by name, the the provider by name. And then in that text request, you could say, please click the link, take the 30 seconds to leave us feedback, be as descriptive as possible, as this helps. the general public know about our practice and this is how we gain new patients. You know, that's not necessarily an invite that you're going to send, but you can find a way to craft a message like that and people will start leaving you a lot of feedback and then you can mirror those responses. Or even if they're not being descriptive about specific procedures, you could find a way to thread that in. Experience certain procedures, Invisalign implants all on four. I mean Lots of practices really harp on this and and they're ranking higher and seeing a lot of new patient influx because of it. speaker-0 (14:48) Is so brilliant, Danny. And I hope offices are listening to this because to me, I feel like that text message you send out to your patients is the bait you're sending out. And if they're not giving you back what you want, change it up. Like try different things. Danny, is there a way? Like my marketing brain's clicking on me. Can you A B test different responses? Or would I just have to try like one month of this type of a text the next month with another type of text verbiage to try and A B test which one will give me better response rates? speaker-1 (15:17) Yeah, well that's that's a great question. So we actually that's absolutely possible through Swell. we actually keep the click data on every individual template. So how many sends, how many clicks, how many opens, how many responses. So essentially, like you're saying, and it's not always you just plug this in and it's it's magic, but we we love that to be the case. But if not, the fine-tuning is absolutely there because we have the click data on every individual response. We can track these reviews all the way from invite sent to landed on Google because of our integration with Google. So we we can really give them some intel in terms of what photos, what logo, what verbiage, when to send it, all of all of the which sites are performing the best. It's it's all there in the swell dash. Cool. speaker-0 (16:06) And then and guys I think it's to me I feel like somebody listening to this, you're probably one of two people. One's like, Wow, that's way too much information, I'm not going to do that. The other person's like, That's so cool, I'm totally going to do this And what I would hope is like swell is insanely affordable. Like so ridiculously inexpensive, especially Dental A Team like Guys, Zeke and I got together at the beginning of this whole thing. So you better believe he has taken care of Dental A Team clients and still continues to do so. So anytime Dental A Team people come through, guys, you are taking care of with white glove and you get the like, I don't think there's any other company that gets as low of pricing as we do. And Zeke has been so amazing to maintain that. So guys, like definitely say you heard from on the podcast. But what I think is so cool is like to me, that marketing budget is so inexpensive for it. And we get so many Google reviews for it. And if you'll get your team and you'll change up just these text message responses and to see what response you get back. So I guess the text message verbiage to see the responses coming in. To me, I feel like it's almost like almost not quite there, free new patient marketing. Like it's very expensive to bring on a new patient. But if like you were saying, you can rank higher in Google, you can capitalize on those keywords, you can get more people to respond, more people are going to find you. just by Google searching. So to me, I feel like this would be a high priority project that I would definitely try and work on over the next couple of months to see if I can get our rankings to come higher. Again, it's not like an immediate instantaneous thing. It will take a little bit of time to grow in those rankings. But gosh, Danny, I heard from somebody and I'm not going to quote it because I could be totally off, but do you guys kind of have an average of based on the number of patients you see on average, how many Google reviews you guys tend to see? with that information, just so people can kind of see if they did utilize swell, how many average reviews they should be getting per month based on the patient numbers they see. speaker-1 (17:57) Yeah, well, just like you said with two the two example practices, you put this in one was 30 and one was 80. So funny enough, we we do think that based on all of the accounts that we've activated, that around 30 percent of the active patient base that they're seeing, which is usually trumping whatever they have going on. but then on the high end, you know, like I've got a friend in Dallas, Chad Duplanus. I I think you know Chad Duplanus, I'm not sure. but we plug, I I searched Chad on Google last year and he had 10 reviews on his Google My Business page. And I was like, Chad, people know you all over the country in dentistry. You're you're a speaker well renowned. I'm sure the experience in your practice is great. What's going on? He had a system. Funny enough, it was a company that I used to be with that was soliciting his reviews. And I said, do me a favor, plug in swell and Now, after a year of using us, he's over 450 on Google. I mean, it it was he was texting me on the weekend saying, I got seven, seven, five star reviews last night. High five, you know, and he's responding to all of them personally through our mobile app. So obviously, in his case, it it's a much larger percentage, but we typically think that we can we can convert around 30 percent of their active patient base if they're seeing. You know, it doesn't matter the number of patients. If they have a patient flow, we can take a certain percentage and convert those into online reviews, which will lead to new patients and just higher rankings. speaker-0 (19:32) It's so cool. Because at the end of the day, like what's so cool about this is guys, like, again, I see this as like, I don't know. I'm I must be really lazy, guys. I'm a Taurus, like by nature, I'm more of a lazy individual, I think. but I I prefer the term efficient. To me, I'm like, okay, if I exert just a little bit of effort on these Google reviews, utilize a great software, I can get so many more new patients in easier than having to build newsletters and flyers and social media campaigns, like that stuff takes freaking work. Yet alone, like I could literally implement swell, change up my text message and send it out to my patients and then check the data that's coming back to me and respond to these reviews. Like to me, that I guess this is just like my ROI on my time. How much how much ROI will I get for it like I to me, honestly, I've I've done swell, I've worked in practices. I'm talking less than an hour a month. Like it takes no time to respond to these reviews. It's so easy to do. You guys have such a great software for it that I'm like, okay, so I do an hour of input of time and I'm getting so many new patients back from it. Why would I not want to exert my time there? Even if I was at five hours a month, to me, that's way like I have done social media campaigns. That sucker takes me a good like solid five hours minimum to just like write posts for can like social media posts and then you've got to do your story and then you've got to respond to people and those people don't always convert. So just thinking of like ROI on time, I feel like it's a no brainer for practices to do it. So I am curious because I know I hear this a lot with Swell, and I want to know your guys' take on it. Some people have told me, Kiera, I'm nervous to use Swell because they don't let me filter the reviews that come through. They won't let me. So if I have a patient who's bad, they're gonna post about me and there's no way for me to control it. Whereas other review softwares will allow me to control those reviews coming through. So Danny. Please like respond. I you guys get this, I'm sure, for lots of people. I think it's great that you don't let them filter them because one, I think it forces the practice to actually be a great practice because you should always have a five star experience. But what's your what's your response to that as to like being able to filter the reviews? speaker-1 (21:41) Well, so the first response is that that is actually to stay in alignment with Google, number one, in that you cannot gate reviews. If you gate reviews, meaning if you're saying, how was your experience one to five? And then they go four and five-star reviews are then asked to leave a review, and one, two, and three-star responses are then taken for internal feedback. If Google finds out about that, they flag that and they pull those down. Because Google is trying to have the most authentic real experience or a real depiction of the practice. But then to, you know, if we have notoriously grumpy patients, we've actually made a great effort to make sure that it's simple and easy for practices to avoid even sending that patient a request. So with three different practice management softwares, Dentrix, EagleSoft, and Open Dental, you can write pound DND, do not disturb, into the chart notes for that patient, and it will not. When we sync with the software, it won't send that patient a response. Or because we're syncing with all of the practice management data, you can go through and and see all of your patients in a list form and just click a simple box that says block and they won't receive a review request. So we know that there are individuals who will gripe, but really even one of our other comments to this is that negative reviews are not the end of the world. Agreed. It's one, they come in, you're notified through SWEL in real time, you respond to that review. Once again, with HIPAA, don't get into an online argument, but just say, so sorry, there's a misunderstanding. Thank you for your feedback. We'll reach out to you privately. Now the general public, we have to remember we're not these reviews aren't for the practice. They're for the public to get an idea of what it's like to do business with the practice. So when they see a negative review or response from the owner, it was handled well. That can actually turn into a plus, but then they don't need to really worry about that because with the freshness and the re frequency that reviews are coming in, that negative review will be buried in no time. speaker-0 (23:48) For sure. And I think like to your point, I've actually had a lot of luckily I haven't had a lot of them. So I should like quantify this. but when I have had negative reviews, I have contacted those patients. I call them. I don't respond. Some people are afraid to call them. Guys, even in the Dental A Team, I had somebody give us some negative feedback. I was so freaking thankful for I called those people and I like wanted to hug them and high five them and I told them thank you so much. two of them became clients. So it's crazy that you can like That is the best feedback. And also, like you said, Danny, guys, if you're getting negative reviews, please do an internal check on your practice. Like I think that that is one of the best things that could ever happen to you because it can show you where your systems are low, where your patient experience is low, maybe where your dentistry needs to be improved. Like please thank those people. I I think a good life-changing book for me was Raving Fans. And it talked about like the worst thing that can ever happen to a business is for that customer not to give you feedback. Because if they don't give you feedback, they have no confidence that you will ever change. If they are willing to complain to you, tell you how you can improve, they have trust and confidence in you that something can be done to make this better, which is why they're willing to be vulnerable and share. So yes, the five stars feed our dopamine ego and they want us to be great. But gosh, those like one and two stars, please, please utilize a software that allows them to come through. Please, like allow your practice to get better because I think it's so hard in today's day and age. To actually get honest feedback, to find out how we can improve. So that's why I'm always pro. I'm like, no, I love that swell doesn't let you sift through and only choose the positives. Cause one, it's false and you're having a false impression of your practice. And two, you're not able to give yourself an opportunity to be better. When your neck is on the line and you know every person that's can leave you a review is going to, yes, of course, there's a few people that no matter what you do will never be happy. So please don't send them a review link, like save yourself that headache. But like when every single patient you know could get a review link, you actually are gonna act as a a more elite practice. You'll raise the standards of you'll raise the standards of your whole practice and you're going to raise the experience as well. So I think like I love that you guys do that. I'm such a huge proponent of what you guys do. I love that you gave some tips of how they can utilize those keywords in their responses. So Danny, I've just like been the biggest fan of you guys. Not only are you amazing with your technology, you've stayed niche. I told Danny pre-show, I'm like, I'm so glad you stayed niche because some companies are awesome and they take off and they're great at the beginning and then they go downhill when they become bigger and more popular. And swell has not, you guys have stayed consistent, you've maintained and you've only branched out in areas where you genuinely are making a bigger impact versus like trying to detour. So I love that about you. So Danny, if people are interested, they want to boost those Google reviews, try you guys out. I love that you're month to month as well. How can they connect with you? What's the best way for them to get swell in their practice? speaker-1 (26:45) Well, I believe given our relationship with Dental A Team, we have a link that will go out in the show notes. so they're we'd love to have you click and take 10, 15, 20 minutes. It's you know, it's not a long-winded demo. We think that seeing is believing. Let us show you how we differ from other systems. We're not trying to rip and replace other other systems in your practice, but we're a hyper focused bolt-on that plays nicely with others. We sit side by side. So click the link, or you can go to Sales@SwellCx.com. Excuse me, send an email to Sales@SwellCx.com, or you can visit our website, SwellCx.com. But the most important thing, like Kiera said, she's she's been with Swell from the beginning, and the pricing really is phenomenal for Dental A Team members and podcast listeners. So make sure to mention Kiera, Dental A Team, and we will take care of you with the discount. And they can also reach out to me personally if they want. I won't necessarily do the demo, but I can put you in touch. Danny Danny@SwellCx.com. I'd love to hear from you and get you in touch with our team. speaker-0 (27:56) Cool. I love it. And guys, I'm not kidding. Like when we say like this pricing doesn't exist at all anymore. And Zeke has been so awesome to just like maintain the relationship he and I set up. I think we're like pushing almost three, four years in a relationship together. So I just adore Swell. Danny, I appreciate you so much. You guys are fantastic. You're gonna be at our Dental A Team Summit. I'm excited for you guys to be there. Literally, I feel like Swell and Dental A Team were a good peanut butter jelly, and we like duo around the world together because I think what you guys do is just awesome. I love who you guys are as a company. I love what you guys stand for. And I love that you get results. I'm all about results. Like any person I work with, I want them to ensure results. So guys, just try it out. Even if you're with a review company, like test it out, see. I like to compare and they're month to month. So you could try it with some of your patients going through swell, some of your patients going through another one and just see. But at the end of the day, I don't care what you do, who you use, two things I hope you take away from this is one. Boost those Google reviews because it's the easiest way and the way of the future for you to be noticed and seen. And number two, make sure your practice is truly five star worthy. I think that's the biggest takeaway I have from today. So Danny, thank you for being on here. Thanks for being part of Swell. Super appreciate you guys and all that you do. speaker-1 (29:07) Yeah. Well, thanks so much. We love you and the team and look forward to the summit here shortly. Kiera Dent (29:11) I hope you all loved today's episode as much as I did. It is crazy to think that this many episodes have been released since we started the Dental A Team Podcast. And I started looking to say, my goodness, our listeners need to be reminded of some of the things they may have learned a year ago or two years ago or five years ago, because so many things in our practices weren't relevant back then when we heard them, but they are relevant today. And I would be doing you a huge disservice if I didn't re-release some of these episodes for you to remember, to refine. to optimize and really truly if you ever need a topic or you're like, my gosh, I wonder if the Dental A Team has anything like this, go onto our website, TheDentalATeam.com, click on our podcast tab and you can literally search any topic. So whether it's overhead or hiring or firing or team morale or engagement or case acceptance or hygiene or associate onboarding or whatever it is, we have so many episodes for you. And so I am going to intentionally be re-releasing some of the top best episodes for you, pulling back some of the ones that I needed to remember, some of the things that I feel for you to really, really relearn right now and to re-remember, or if it's the first time, welcome. I'm so happy you're listening to it, but I hope you truly enjoyed today's episode. I hope that you share this with somebody. I hope that you go and implement today because we only have one day. We only get today. And so making today the best that it possibly can be. If we can help you in any way, shape or form, reach out Hello@TheDentalATeam.com. And as always, thanks for listening and we'll catch you next time on the Dental A Team Podcast.

Hiring your first injector can be one of the most exciting milestones in a growing practice, but it can also be one of the riskiest. In this episode, partner Jay Reyero shares the story of a plastic surgeon whose patient demand had outgrown her capacity. As she prepared to hire her first nurse injector, she faced critical questions about compensation, employee classification, and how to protect her investment in training. Tune in to learn why bringing on a new provider requires more than an employment agreement. Explore the key legal considerations practice owners should address before hiring to help avoid problems down the road.  Chapters00:00 Intro 00:46 Banter 07:52 Story 19:00 Access+ 19:38 Legal Takeaways30:18 Outro  Watch 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

Want to work closely with me for six months? Come to my FREE Open House! https://mccancemethod.com/open-house/Want to watch this episode on video? Check it out here on YouTube: https://youtu.be/YoA3HwzEhVIIn this episode, I walk you through the ClinicMonk™ practice growth dashboard and show you the metrics that can help you make smarter decisions about hiring, marketing, and expansion. I break down what your leads, booking rate, show rate, and conversion rate are really telling you so you can spot problems quickly and keep your practice growing.Make sure to bring your paper and pen because this episode is full of actionable tips!Here are some key points in this episode:[02:53] How to track leads and practice growth.[04:03] Why 90-day data matters for big decisions.[05:15] What to check when leads drop.[10:01] How to improve your booking rate.[12:53] Ways to increase your show rate.[14:18] How to boost consult call conversions.Links From The Episode:Join the ClinicMonk™ waitlist → https://clinicmonk.com/Want the Consult Call Script? DM me @nicole.mccancemethod on Instagram with just three words “Consult Call Script” and I will send it right your way. Click here: https://www.instagram.com/nicole.mccancemethod/Here is the Janeapp link for TWO free months on us! https://janesoftware.partnerlinks.io/ytg4vn Use Coupon: MCCANCE2MOMentioned in this episode:Want to work closely with me for six months? Come to my FREE Open House! https://mccancemethod.com/open-house/

What if I told you the biggest thing holding your orthodontic practice back isn't your team, your market, or your overhead—it's you waiting until you feel “ready”?In this episode of Five Minute Friday, I'm challenging one of the most common patterns I see in orthodontists: delaying the very tools, technology, mentorship, and support that could make practice easier, more profitable, and less stressful. Whether it's remote monitoring, aligners, consulting, masterminds, or better systems, too many doctors wait for the practice to improve before investing in the things that could actually create that improvement.

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/

See what the team at The Successful Bookkeeper has on right now → Lara Manton has a gift for reframing panic as possibility. The founder of ACE-XL Ltd and a 15-year UK bookkeeping veteran, Lara delivered a talk at Accountex titled I've Watched Bookkeeping Die 3 Times — and in this episode she brings that same clear-eyed optimism to Michael Palmer. If you've been anxious about AI or wondering whether your role still matters, this conversation will shift your thinking. Chapters [00:00] Opening quote on client value [01:18] Welcome and guest introduction [03:30] The provocative LinkedIn article [06:30] Defining what bookkeeping really is [10:00] Three times bookkeeping 'died' [15:00] AI as shepherd, not replacement [18:30] Who thrived through each shift [23:00] Evaluating tech without chasing shiny objects [27:30] Rising professionalism and community [31:30] Biggest opportunity the profession must not miss Three "Deaths" That Were Actually Rebirths Lara's three moments of supposed bookkeeping extinction track neatly with major industry shifts: the cloud and OCR revolution, COVID forcing everyone to work remotely, and now the rise of AI agents. Each time, the prediction was the same — software will replace the bookkeeper. Each time, the profession adapted and came out doing more meaningful work. "Every time the software changes," Lara says, "it changes what bookkeepers do. It changes the nature of bookkeeping, maybe not what we do, but how we do it." The Core Job Has Never Changed Strip away the tools and the underlying mission is the same it has always been: get accurate data to help businesses make decisions. Lara argues that AI and automation simply speed up the data-gathering part, which frees bookkeepers to spend more time on the part that actually matters to clients. "The rewarding thing isn't entering data," she says. "The rewarding thing is understanding a business and helping a business owner. And that bit doesn't change." Humanity Is the Competitive Advantage The bookkeepers who thrived through every disruption shared one trait: they stayed curious about their clients. Lara makes the case that asking the right questions — specific to each business, not generic ones — is where the real value lives. "You can learn to ask the right questions, not the questions that everyone asks, but the right questions for that business. And then that's where you can start to add value. Because unless you actually relate those numbers back to the business itself and what they're trying to achieve, those numbers are gonna mean nothing to them." She warns that if you communicate like a robot, AI will eventually be able to replace you — but the innately human skills of listening, pattern recognition, and relationship-building are much harder to replicate. Thinking Clearly About AI Tools Lara draws a sharp line between AI accounting tools and accounting tools with AI built in. The former often lack foundational accounting knowledge; the latter layer intelligence on top of proven principles. She shared a real example: a client ran their VAT return through Claude and came back with a list of confused questions — because the AI didn't understand international reverse charge VAT. "It's about shepherding that information and reviewing the information rather than necessarily doing the data entry, but being aware of the other things that matter to a business owner." The lesson: use AI to augment your expertise, not to bypass the need for it. A Rising Tide for the Whole Profession Lara sees bookkeeping's public profile improving — driven partly by institutional efforts in the UK to bring bookkeeping into university curricula, and partly by accountants increasingly recognising bookkeepers as collaborative partners rather than a cheaper alternative. She also points to the bookkeeping community's culture of sharing as a quiet competitive strength. "Bookkeepers talk to one another. We don't gatekeep in the same way. We share information quite freely." That generosity of knowledge, she believes, is one of the things that will carry the profession forward — and attract software companies who want to build better products with practitioner input. Links Mentioned Lara Manton on LinkedIn — connect with Lara directly ACE-XL Ltd — Lara's finance process consultancy for larger businesses LJM Bookkeeping — Lara's UK bookkeeping practice PureBookkeeping.com — episode sponsor, proven system for growing your bookkeeping business thesuccessfulbookkeeper.com — free business-building resources About the Guest Lara Manton is the founder of ACE-XL Ltd and runs LJM Bookkeeping, a UK-based practice working with limited companies and service-based businesses. A two-time Xero Award winner — including Xero's first UK Bookkeeper / Small Firm of the Year — Lara sits on the ICB's Advisory Board and chairs their Tech Board. She has spoken at every major UK accounting event, including Accountex, and works with approximately 50 clients worldwide across outsourced finance and bookkeeping engagements.

Send us Fan MailMost lawyers, mediators, and divorce professionals feel busy every month — a LinkedIn post here, a coffee meeting there, a check-in email to a past client. It looks like effort, and it certainly feels like progress. But almost nobody stops to ask the harder question: is any of it actually working, or does it just feel productive while the practice stays exactly where it's been for the last year?In this episode, Sylvia Garibaldi hands listeners three simple numbers that replace that guesswork with facts — no marketing degree, dashboard, or fancy software required.  These three metrics reveal whether the real problem is attracting attention, converting conversations into clients, or losing years of quiet growth sitting in files that have already been closed.Sylvia breaks down each number in detail: where clients are actually coming from (versus where professionals assume they're coming from), the consultation-to-client conversion rate that shows whether the issue lives in marketing or in the room during the call, and the often-overlooked referral engine rate from past clients — a number tied directly to response time, follow-up, and how a practice treats people after the work is done.The episode closes with a simple three-step, one-week action plan any listener can start immediately, along with how these three numbers connect back to the four recommendation engines covered in Sylvia's recent series — clients, professional network, Google, and AI. If you've been working hard but aren't sure it's translating into growth, this episode gives you a clear, honest way to find out exactly where to focus next.What you'll learn: 01:54 Three Numbers That Matter03:53 Track Client Sources06:39 Ask Log For 90 Days07:39 Consultation Conversion Rate09:52 Response Time Patterns13:50 Referral Engine From Past Clients19:34 How To Measure Referrals21:05 Put The Numbers Together25:46 Three Step Action PlanResources:Feeling stuck about how to grow your practice, book a free strategy call here.#133 The One-and-Done Client Problem #134 The 4 Recommendation Engines That Grow Your Practice (Part 1: Your Clients)#136 The 4 Recommendation Engines That Grow Your Practice (Part 2: Your Professional Network) #137 The 4 Recommendation Engines That Grow Your Practice (Part 3: Becoming Findable on Google)#138 The 4 Recommendation Engines That Grow Your Practice (Part 4: Becoming Visible to AI)Click here and don't forget to hit the "Follow" button so you never miss a new episode!Download Free Guide: How Lawyers and Mediators Can Attract More Ideal ClientsWant more insights like this?  Sign up for our newsletter.Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on LinkedInJoin our online communitySubscribe to my YouTube channel  

A full diary. Clients booked weeks ahead. No room for anyone new.Surely that means the business is doing well?Not necessarily.I've worked with practitioners who are incredibly busy; sometimes at absolute capacity; yet when we look more closely at what's happening behind the scenes, the financial picture tells a very different story.Because busy and profitable are not the same thing.And there are costs inside a practice that are incredibly easy to overlook.The hour you spend with a client isn't necessarily the only hour you're spending on that client. The money hitting your bank account isn't the money you're actually making. And a diary packed with appointments isn't necessarily filled with the right appointments.In this episode of The Abundant Practitioner, we're getting into the numbers behind a busy practice, including the hidden work that can dramatically change what you're actually earning.I also share the story of one fully booked practitioner who discovered that, once we did the maths, she was effectively earning just $15 an hour.Yep. While fully booked.If your practice is busy but you're still wondering where all the money goes, this episode might explain a few things.Because getting booked out isn't the finish line.It's the point where you need to start asking a completely different set of questions about your business.Let's Chat - Send an instant message now Enrolling Now - Momentum MentoringOne-to-One Mentoring to grow your practice. Limited places remaining.Attract Amazing Clients To Your Practice - FREE GUIDEVisit the website www.cassduffill.com

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'.

Jonathan Tyroch and Joe Fox sit down with Dr. Chris Phelps, CEO of The Cialdini Institute, for a conversation about what drives sustainable practice growth: strong communication, patient trust, and great leadership. Dr. Phelps shares the story of how he built a fee-for-service practice from the ground up, expanded to four locations, and learned that the biggest breakthroughs in dentistry often come down to how well you connect with people. The episode also covers the lessons that shaped his path, including the mindset shifts that helped him move from working in the chair to becoming a CEO, entrepreneur, and coach. ------------------------------------------------------------------------  Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental

Becoming a better chiropractor means knowing which part of your practice needs more of your attention—the art, science, philosophy, or business. Dr. Lona and Dr. Andrew Alekna break down these four interconnected pillars and explore what happens when one develops faster than the others. Andrew shares why adjusting came naturally to him while business required intentional work, systems, coaching, and mentorship. They also look at the role philosophy plays in developing certainty, why understanding the science is different from being able to communicate it, and how continued training strengthens what happens both at the table and throughout the practice. Rather than assuming experience will automatically make you better, this conversation offers a practical way to audit where you are today. Identify the pillar that feels least developed, find people who are already strong there, and deliberately build the skills needed to create a practice that is both deeply chiropractic and capable of growing. Key Highlights 02:08 – Meet the four areas worth continually developing if you want to become a more complete chiropractor. 03:00 – Consider what gets lost when practice growth moves faster than your development in the fundamentals of chiropractic. 05:27 – Andrew's adjusting journey offers a useful look at natural ability versus the skills that still require years of refinement. 07:08 – Explore the philosophical journey that can take you from knowing chiropractic works to developing certainty in the way you personally practice. 09:34 – Athleticism may offer an unexpected advantage when developing the precision, speed, and body awareness required for adjusting. 12:26 – Andrew reveals the pillar that challenged him most—and the limitation he discovered when “winging it” was no longer enough. 14:21 – A useful place to look when chiropractic school hasn't prepared you for the realities of running a practice. 15:20 – “Success leaves clues” becomes a practical strategy for strengthening the areas where you know you're falling short. 16:29 – Try looking at these four pillars as a foundation before focusing on everything you want to build on top of them. 17:28 – Applying a familiar chiropractic principle to your business may change the way you look at stalled practice growth. 18:43 – Andrew's weakest area eventually became one of the most systematized parts of his practice. 20:31 – Patient communication adds another dimension to the art of chiropractic that technical knowledge alone doesn't teach. 22:04 – Use four practical audit points to identify where your art, philosophy, science, or business needs more work. 24:03 - Bringing X-ray imaging in-house can improve more than convenience. It can strengthen the entire patient care pathway. Dr. Timay speaks with John Conidi from Success Partner Next Healthcare about radiology reporting, reducing medico-legal risk, improving access to follow-up imaging, and helping Australian chiropractors deliver more timely care while creating additional value within their practices. Resources Mentioned For more information about Next Healthcare please visit: https://nexthc.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

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

In this episode of the Dental Flow Podcast, Benjamin Suggs, owner of Flow New Patient Marketing, breaks down the 10 most common frustrations patients have about going to the dentist—and shows how dental practices can turn each one into a trust-building protocol and a powerful marketing message.Key TakeawaysPatients do not respond to generic marketing language like “caring team” or “advanced technology.”The strongest messaging comes from directly addressing what patients fear most.The episode introduces a framework called the Five Ps:Problem — identify the patient pain pointProtocol — create a process to solve itPromise — communicate the commitment clearlyProof — show evidence through reviews and patient storiesPromotion — market the promise in a compelling wayThe 10 Patient Pain Points Covered1. Fear of Pain: Patients worry about whether treatment will hurt or whether they'll be fully numb before treatment begins.Protocol: A “numbness first” approach with stop signals, comfort checks, and confirmation before treatment.Marketing angle: “We don't begin until you're fully numb.”2. High Costs and Surprise Bills: People fear hidden charges, unclear estimates, and unexpected bills.Protocol: A “price clarity” process with itemized estimates, clear explanation of insurance, and approval before changing the bill.Marketing angle: “See the numbers before you choose your treatment.”3. Needles and Injections: Needle anxiety often starts before the syringe is even visible.Protocol: A “needle anxiety pathway” with pre-screening, hidden syringes, topical anesthetic, and coaching through the process.Marketing angle: “Tell us once. We change the entire visit.”4. Drills, Tools, Noises, and Sensory Discomfort: Patients dislike the sounds, smells, vibrations, and visual stress of dental tools.Protocol: A “quiet care kit” with headphones, music, lip balm, breaks, and reduced exposure to instruments.Marketing angle: “Choose your soundtrack, not the drill.”5. Fear of Bad News and Unnecessary Treatment: Patients worry they'll be told they need expensive, urgent treatment they don't understand.Protocol: An “evidence first” treatment plan with photos, scans, radiographs, and clear now/soon/watch categories.Marketing angle: “See what we see.”6. Loss of Control: Patients want to know what happens next and how to stop treatment if needed.Protocol: “Control first care” with stop signals, permission before new steps, time updates, and patient preference checks.Marketing angle: “Your hand goes up, everything stops.”7. Shame, Embarrassment, and Lectures: Many patients avoid care because they expect judgment about how long it's been since their last visit.Protocol: A “judgment-free restart” with no accusatory language and no guilt-driven communication.Marketing angle: “No lectures. No guilt. Just a plan forward.”8. Dental Care Takes Too Much Time: Patients worry about multiple visits, unclear appointment lengths, and time lost from work or family.Protocol: A “time smart visit” with realistic timing, mobile paperwork, online scheduling, and fewer visits when possible.Marketing angle: “Know the time before you book.”9. Waiting Past the Appointment Time: Patients dislike being kept waiting without updates or compensation.Protocol: A “time respect pledge” with proactive texts, remote waiting, updated start times, and make-good options when delays happen.Marketing angle: “If we're running late, you'll know before you sit.”10. Poor Communication and Sales Pressure: Patients often leave confused, pressured, or unsure what to do next.Protocol: A “plain English visit brief” that explains findings, urgency, options, fees, recovery, and next steps.Marketing angle: “Leave with answers, not jargon.”The Bigger StrategyBenjamin wraps the episode by introducing a broader Patient Respect Promise built around:costs before carenumbness before treatmentstop means stopno lectures or judgmentdelay notifications before unnecessary waitingfewer visits whenever clinically possibleThe main idea: the most effective dental marketing is not generic—it is built from the real frustrations patients already have, and then backed by visible systems that solve them.Action Step for Dental PracticesReview your one-star and five-star reviews. Identify the biggest pain points patients mention, build protocols to solve them, and then communicate those solutions clearly on your website, in your content, and throughout the patient experience.Your Dental Marketing Growth Partner: Human Expertise Meets AI Precision.We combine cutting-edge AI technology with over 14 years of dental marketing expertise to drive real results. From increasing new patient flow to filling holes in your schedule, our strategies are built to grow your practice—efficiently, intelligently, and predictably. Experience marketing that adapts in real-time and delivers every time.No long-term contracts.Our clients average a 5X return on investment.Personalized, non-corporate approach.5-star reviewed.Incredibly easy to work with - your time commitment is minimal.Find us:Website: https://newpatientsflow.comGoogle: https://g.co/kgs/zqWTc5aFacebook: https://www.facebook.com/newpatientsflowInstagram: https://www.instagram.com/newpatientsflow/Linkedin: https://www.linkedin.com/company/newpatientsflow

What happens to the patients who walk through your door without dental insurance? For many practices, they come in once, hear the cost of coming back, and quietly disappear.In this episode of Growing Your Dental Business, host Jacquelyn Hurley sits down with Josh Rich, Head of Partnerships at Clerri, the dental industry's leading membership platform, to talk about the more than 70 million Americans without dental insurance and what it takes to actually serve them. Drawing on 15 years in health tech and a personal story that turned him into a believer, Josh explains why membership plans have moved from a nice-to-have to a real growth strategy, and what separates a platform like Clerri from a practice trying to run a plan on its own.Together they explore why more patients are choosing membership over traditional insurance, how the right plan keeps patients coming back and saying yes to care, and the three things that set Clerri apart: compliance, case acceptance, and people. Whether a practice is fully fee-for-service or just looking to better serve its uninsured patients, this conversation is a practical look at meeting patients where they are.SHOW NOTESIn this episode:Why the patients without insurance are so often the ones practices lose, and how membership plans change that mathWhat's driving the shift: insurance complexity, more practices going out of network, and patients growing comfortable with subscription-based careThe difference between running a membership plan yourself and using a platform, told through Josh's own five-month-waiting-period storyHow Clerri automatically identifies uninsured patients and educates them on their options, so the whole conversation doesn't fall on the front deskThe three buckets where Clerri stands apart: state-by-state compliance and licensing, case acceptance (including native Cherry patient financing), and a support team that becomes an extension of the practiceWhy educating every patient about the plan, insured or not, drives the most success, since an insured patient today may be uninsured tomorrowThe bigger picture: over 70 million Americans without dental coverage, and what expanded access means for patient health and practice growthAbout the guestJosh Rich is Head of Partnerships at Clerri, the dental industry's leading membership platform, with 15 years of experience in health tech. He lives in Utah with his wife and kids.Connect with Josh and ClerriWebsite: clerri.com (book a consultation there)Email: josh.rich@clerri.comSpecial offerFor the month of August 2026, Clerri is offering 50% off the setup fee for any practice that wants to give it a try. No long-term commitment, just a chance to see if it's the right fit.

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.

---------------------- For our listeners, use the code 'EYECODEMEDIA22' for 10% off at check out for our Premiere Billing & Coding bundle or our EyeCode Billing & Coding course. Sharpen your billing and coding skills today and leave no money on the table! questions@eyecode-education.com https://coopervision.com/our-company/news-center/press-release/coopervision-and-aoa-join-forces-launch-myopia-collective Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts  https://www.practiceperformancepartners.com/ Show Sponsors: CooperVision MacuHealth

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.

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.

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.