Podcasts about practice growth

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

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

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

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

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

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

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

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

You're Not Losing Motivation, You're Losing Chaos: How to Survive the Messy Middle of Practice Gowth | E304Highlights from this episode: You're Not Losing Motivation, You're Losing Chaos: How to Survive the Messy Middle of Practice Growth (00:45)Closing Thought: 3 Characteristics of Great CEOs (19:52)I used to think feeling bored in my practice meant I was losing my edge, but I've realized it's actually a sign that things are working—and that's where most ODs get tripped up. When the chaos fades, it's tempting to chase shiny new services or ideas, but that's exactly what stalls real growth. I have shifted from being a doer to a builder by measuring wins differently and creating urgency without blowing up what's already working. If you're in that “messy middle” of private practice growth, you need to stay disciplined long enough to actually finish what you started.

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

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

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

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

In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/

In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/

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

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

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

What if AI isn't just another tool, but something that's already changing how patients find and choose care? Dr. Lona and Caleb Hodges unpack how quickly search behavior is shifting and why relying on traditional marketing alone may no longer be enough. The conversation moves from curiosity into application, showing how AI can help practices repurpose content, remove bottlenecks, and create more consistent visibility. At the same time, they address the hesitation many chiropractors feel and why the real advantage comes from learning how to guide and train these tools rather than using them casually. Key Highlights 01:41 – Hear why AI is becoming an area of real focus, and what's driving that level of attention in business 02:09 – See how AI is expanding what's possible in a practice beyond just saving time on tasks 03:03 – Understand the growing gap between practices that adopt AI early and those that delay, and what that could mean long term 04:27 – Learn how unused content can be repurposed into consistent marketing without creating everything from scratch 06:30 – Discover how treating AI like a team member changes how you delegate and get output 09:09 – Hear how patient search behavior is already shifting, and what people are actually typing in now 10:25 – Understand why AEO is emerging and how it changes how practices get found online 14:03 – See why many chiropractors resist AI at first, and what usually shifts their perspective 16:19 – Learn why AI output depends on how well it is trained, and what improves results over time 19:15 - 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 For more information about Elevate Marketing please visit: https://goelevatemarketing.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

Dr. Kuba spills the beans today. In complete vulnerability she discusses the recent opening (and closing) of her second location. She unpacks all of the emotions and thought that went into turning the page on this new and exciting venture in her life. At times, life throws curve balls your way, and you have to react, to pivot. Today's episode focuses on the importance of pivoting and then fighting against the feelings of regret, disappointment, and even guilt and instead forcing yourself to see the silver lining in it all. Welcome to Dr. Kuba's therapy session! Interested in the Leadership Summit? Friday, September 18 from 8:30 – 4:30Inquire or register TODAY: https://www.hellobethany.com/about-3 

Why Great Clinicians Still Struggle in PracticeIn this solo episode, we're tackling a hard truth that many healthcare providers feel but rarely say out loud:You can be incredibly talented clinically… and still struggle in practice.Why? Because clinical education and business education are not the same thing.Too many providers spend years sharpening their skills in assessment, treatment, and patient care—but receive little to no training on how to build a practice that is sustainable, profitable, well-run, and resilient. And in today's healthcare landscape, that gap matters more than ever.In this episode, we explore why business education is not a distraction from clinical excellence—it's one of the things that supports it. From patient communication and retention to systems, workflow, marketing, and long-term practice growth, this conversation is about helping providers understand why success in practice requires strength in both lanes: clinical and business.This episode also introduces The Clinical Catalyst, a new weekly LinkedIn newsletter created for modern healthcare providers who want to think more strategically about patient care, practice growth, continuing education, business systems, and practical innovation.Key Topics:Why great clinical skill does not automatically lead to success in practiceCommon business challenges that hold talented providers backWhy patients now expect more clarity, trust, convenience, and follow-throughThe false divide between “clinical” and “business” educationWhy stronger business systems often lead to better patient experiences and better outcomesSimple action steps providers can take right away to start building a stronger practice

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/

Private Practice Growth: Turning a Specialty Into a Revenue Driver | E299Highlights from this episode:Private Practice Growth: Turning a Specialty Into a Revenue Driver (00:50)Closing Thought: Learning to Swim (25:55)I've been on this journey of focusing purely on clinical care to really thinking like a CEO, and in this episode I break down how that shift has completely changed the way I approach building a dry eye specialty in my practice. I believe dry eye is one of the biggest untapped opportunities in optometry today. We talk about diagnosing consistently, committing to a clear strategy, investing in the right technology, and empowering your team to execute at a high level. If you're ready to stop dabbling and start building something truly extraordinary, this is the roadmap I'm following right now.Join in the conversation and subscribe to the podcast to keep up with all the great content coming down the pipe! For exclusive content, be sure to register your email on our website and I will be sending out newsletters and other great bonuses as we go. I love getting feedback, questions, suggestions, etc. so contact me at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theultimateod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on social media (click here for ->⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) OR, just shoot me an email at drlillie@theultimateod.com and I'd be happy to chat!

Most chiropractors believe that if they’re great at what they do, their practice should grow. But what if the problem isn’t your skill? In this episode, I break down why being a great chiropractor isn’t enough—and why visibility is often the missing piece. You’ll learn how to become known, understood, and chosen by the right people, and why clarity in your message matters more than trying to appeal to everyone.See omnystudio.com/listener for privacy information.

Most practice owners think growth is about doing more. More patients, more staff, more lanes, and more locations. But the truth is, scaling a practice is about building the right structure underneath it. In this week's episode of Power Hour, host Eugene Shatsman sits down with Dr. David Moore, President of Moore Eye Center, and Dr. Julia Zyrina, Founder of Pine Vision Care, two doctors who are both building exceptional practices, but in fundamentally different ways.  They meet for the first time on the show, and what unfolds is a fascinating look at how two high-performing doctors can pursue growth through completely different philosophies. They both prioritize patient experience. They both use technology to advance patient care. They're both focused on building something bigger than themselves. But the way they think about execution – exam flow, pace, trust-building, team consistency, hiring, and scale – is where the real contrast appears.  

Waiting sounds reasonable. Until you run the numbers. Protect what you have built. Let the deferred comp vest. Move when the timing is right. But is waiting actually costing you more than you realize? In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why 2026 may be the most opportune time in recent memory for financial advisors to evaluate a firm transition and why deciding not to decide is still a decision with real financial consequences. Frank walks through why transition packages have reached historic highs, what is driving firms to be so aggressive in recruiting top advisors, and what advisors should actually be evaluating when they consider a move. He also breaks down the real math behind W2 versus 1099, the tax advantages most advisors overlook when going independent, and shares real client examples of advisors going in both directions and why the right move is not always the obvious one. Frank and Stacey also discuss what advisors should be asking themselves right now including one question that cuts through all the noise and gets to the heart of whether a move makes sense. Questions answered in this episode include: Why are financial advisor transition packages at historic highs in 2026? Should a financial advisor wait for deferred comp before making a move? What is the real financial difference between a W2 and 1099 advisor structure? How should a financial advisor evaluate which firm is the right fit? Is going independent always the right path for a financial advisor? What is a unicorn recruit and why do some advisors have more leverage than they realize? When does it make sense to move from independent back to a W2 or regional firm?   Chapters: 00:00 – Why Deciding Not to Decide Is Still a Decision 00:57 – Welcome to Advisor Talk 04:02 – Why Transition Packages Are at Historic Highs 11:44 – Why Firms Need to Recruit to Survive 16:08 – The Tax Advantage of Going Independent 20:33 – Why Waiting for Deferred Comp May Cost You Millions 25:44 – How to Evaluate Which Firm Is Right for You 30:18 – 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 & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/ Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Why does your dental practice get harder to run the moment you hit three locations? In this episode, Chris Hadziev from Planet DDS shares data from over 8,000+ practices on why some offices grow nearly three times faster than others. New patient flow is one of the key drivers. But the deeper story isn't just about getting more patients in the door. It's what happens next. Chris shares how one growing group had all the right tools in place, yet nothing connected. Their ops leader became the system, manually stitching together reports just to keep things running. It highlights how the 3 location mark is when systems begin to break down. What once worked at the beginning starts to create friction instead of momentum. This episode walks through what's actually driving the gap between top and bottom performers, why operational consistency beats expansion, and how small breakdowns in case acceptance quietly limit your production without you realizing it.  

Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what's really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You'll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/

Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what's really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You'll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/

Personal branding in optometry is changing how patients choose their doctor and how practices grow. In today's digital world, patient trust begins before the exam through authenticity, visibility, and connection. This article explains how branding in eye care and social media in optometry build patient trust, attract new talent, and support optometry practice growth while highlighting the evolving expectations of new graduates and the need for stronger business education in eye care.

At first glance, these offers can seem attractive. Gain liquidity. Access growth capital or strategic support. Remain with your current firm. Continue building your business. But are these deals really as straightforward as they sound? In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down what financial advisors need to consider before agreeing to a minority equity sale - including how these deals can impact control, future valuation, exit flexibility, buyback terms, and the long-term economics of the business. They also explain the difference between a minority equity sale and a transition loan, why net new asset growth plays such an important role in the outcome of these deals, and why some arrangements may appear appealing upfront but become far more complicated over time. Frank and Stacey also discuss when selling a minority stake in an advisory practice may be a smart strategic move - and when it may create limitations that advisors do not fully recognize until much later. Questions answered in this episode include: What is a sell and stay deal for financial advisors? Should a financial advisor sell 10% to 30% of their practice? What are the risks of minority equity deals in wealth management? How is a minority stake sale different from a transition loan? How do these deals affect control, valuation, and future exit options? When does it actually make sense to sell a minority stake in an RIA or broker-dealer practice? Key Highlights: 00:00 Preview: The Long Game Firms Are Playing 01:24 Welcome to Advisor Talk 02:31 The Minority Stake Trend: What Is Actually Happening 03:57 Advisor Concerns and Due Diligence 06:38 You Now Have a Partner Whether You Like It or Not 07:13 Exit Clauses: Why You Must Have One 07:57 Smaller Firms vs Bigger Firms: What the Exit Looks Like 09:10 Buyback Multiples: The Real Math 11:04 The Boiling Frog: How Firms Gain Control Slowly 14:10 Why Firms Need You to Grow and What That Means for You 16:28 The 5% Net New Asset Reality 19:40 The Easy Button Trap: Why Advisors Jump Too Fast 20:37 Minority Stake vs. Transition Loan: Know the Difference 23:17 When a Minority Sale Can Make Sense 24:08 Final Advice: Know the Vision. Know the Exit. 25:53 How to Reach Frank and Stacy 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 & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

The Bulletproof Dental Podcast Episode 428 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Dr. Cary Brown  DESCRIPTION "MyStory" is a new Bulletproof series where real dentists share their real story: what's working, what's not, and the questions they can't get answered anywhere else. Each episode is a one-hour Master Class. Peter and Craig give practical advice, just like they do inside our Mastermind Program and at the Bulletproof Summit.  The point is simple: you'll hear your own challenges in someone else's story, and leave with clear steps you can use right away to shift your mindset, strengthen your practice, and avoid the mistakes that make growth harder than it needs to be. Want to be on MyStory? Email MyStory@bulletproofdentalpractice.com. If your story is selected, you'll join Peter and Craig on the podcast. We also launched the Bulletproof Hotline. Call anytime and leave a message to share your story, ask a question, tell a joke, or leave a note for Peter and Craig. We'll listen and respond with real-world feedback. Hotline: (561) 933-5575 Our Guest: Dr. Cary Brown Single Practice Owner Based in Dallas, Texas Yearly Production $800,000 CHAPTERS 00:00 Introduction to Dr. Cary Brown's Journey 05:34 Identifying Pain Points and Goals 10:59 Understanding Revenue Stability and Growth 17:35 Exploring Fulfillment and Business Satisfaction 24:24 Strategies for Improving Patient Retention 29:55 Conclusion and Next Steps 30:25 Introduction and Technical Difficulties 30:48 The Role of Before and After Photos in Practice Growth 30:58 Why Social Media Posting Has Been Paused 31:37 The Impact of Social Proof on New Patient Acquisition 32:15 The Connection Between Social Media and Revenue 33:10 Current Patient Numbers and Growth Goals 33:43 Reverse Engineering Revenue Goals from Patient Numbers 34:44 Setting Reappointment Rate Benchmarks 35:56 The Importance of Reviews and Referrals 36:34 Goals for Review Acquisition and Practice Growth 37:20 The Psychology Behind Practice Management Challenges 38:46 Addressing Psychological Barriers and Self-Leadership 40:13 The Role of State and Belief in Practice Success 41:37 Shifting Mindset to Focus on Patient Care 42:20 Helping Patients as the Core Mission 43:32 The Impact of Leadership and Personal Conviction 44:08 Practicing Communication and Leadership Skills 45:42 The Power of Repetition and Practice 46:36 Breakthroughs in Practice Growth and Self-Leadership 47:32 Overcoming Self-Doubt and Psychological Barriers 48:35 The Obligation to Help Patients First 49:08 The Importance of Consistent Action and Accountability 50:00 Future Goals and Follow-Up Plans 50:41 Closing Remarks and Next Steps 52:38 Outro REFERENCES Bulletproof Summit Bulletproof Mastermind

What separates a thriving private practice from one that's perpetually stuck? According to Paul Vigario, founder of SurfCT and strategist to over 12,000 healthcare practices worldwide, it comes down to two things: attention and compliance. Getting the right patients in the door, and building systems that keep them—without the owner burning out in the process.  Read the full show notes, memorable quotes, and key takeaways.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  In this episode, Tracy sits down with Paul to unpack what branding really means for independent practice owners (hint: it's not your logo), why flat revenue is actually a loss, and how awareness—not intelligence—is the true driver of business success. Paul also shares the surprising lessons his wine vineyard taught him about patience, vision, and building something that grows on its own timeline.  If you've been wondering why your practice isn't growing the way you imagined—or you're ready to stop being an operator for someone else's system—this episode is for you.  Read the full show notes, memorable quotes, and key takeaways.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

At some point in the life of any kind of service-based business, something shifts.The work is meaningful.Clients are coming in.Your calendar may even be full.And inevitably, the day comes when you start asking yourself… Hang on a minute. This is good but it's a LOT… Is this sustainable? Can I keep this up?Not just financially — but energetically.This week on the podcast, I'm joined by Rachel Robertson, a kinesiologist, Pilates instructor, and studio owner on Vancouver Island who has navigated that exact transition.Rachel started where many practitioners do — working one-to-one with clients. But over time, she began asking a deeper question:      What kind of business actually supports the life I want?That led her through several evolutions — contracting, workshops, online training, and eventually building a studio and team of instructors.So today, I wanted to talk to her about the very real growing pains of expanding a service-based business. In this episode, you'll hear:What happens when your 1-to-1 work is no longer enough. (Time to stretch!)What Rachel's learning about hiring… (it's been interesting…

In this episode of Five Minute Friday, I'm challenging you to look in the mirror and ask a hard question: Are you truly investing in your professional growth — or are you coasting? After hosting Ortho Vanguard and launching the Make More Money (R4M) meeting, I noticed something powerful: the most successful orthodontists are the ones who keep showing up. They travel. They join groups. They seek mentorship. They shorten the learning curve instead of waiting 15 years to “figure it out.”I share some tough love in this episode — about CE requirements, about prioritizing growth, and about the uncomfortable reality that many of us are putting more intentional time into parenting than into leadership, management, and marriage. This isn't about guilt. It's about awareness. If you want elite results, you have to do what the elite are doing. Growth doesn't happen by accident — it happens by exposure, implementation, and relentless commitment.Quotes“If your practice isn't where you want it to be, you have to look in the mirror and ask yourself what's more important — growing your practice or being home at 5:15 for soccer practice.” — Dr. Glenn Krieger“If you want to get to a place where nobody's been, you've got to do what nobody else is doing.” — Dr. Glenn KriegerKey TakeawaysIntro (00:00)Why the same successful doctors keep showing up (00:30)The CE wake-up call (04:09)Balancing practice, parenting, and marriage (05:00)The spouse support conversation (06:20)Additional ResourcesI've seen firsthand how consistent exposure to high-level rooms changes practices — and lives. The doctors attending Vanguard and R4M aren't the ones struggling most. They're the ones already doing well — and refusing to slow down.If you're serious about shortening your learning curve, scaling your practice, and living with intentional balance, join us at the Make More Money (R4M) Meeting in Nashville.And here's your homework: book at least one out-of-town CE event for next year. Put it on the calendar. Then have the conversation with your spouse. Elite results require elite commitment.Register for the Make More Money Meeting: https://ortho4m.com/home - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/

What happens when physician referrals start disappearing? For Chad Madden, it forced a complete reinvention of how his practice attracted patients. That shift ultimately led to scaling his clinic to seven locations and co-founding Breakthrough to help hundreds of practices do the same. In this episode we discuss: The New Patient Pipeline and how it works The difference between clinician messaging and patient messaging Why direct response marketing works for healthcare The systems that turn cold leads into paying patients How cash-pay services are reshaping the economics of private practice The takeaway: Great care alone doesn't guarantee growth. You also need a system to create demand, and Chad shows us that system.  

In this episode of Five Minute Friday,  I dive deep into one of the most overlooked growth levers in orthodontics: tracking your marketing ROI with precision. After three flat or down years in the industry, many practices are feeling stuck. I challenge you to look inward. Are you truly tracking where patients come from? Are you deploying capital intentionally? Or are you just “doing marketing” without a measurable strategy?Quotes“Again, you need to track everything… The key will be deploying your capital in an effective way to get a consistent return on investment.” — Dr. Glenn Krieger“Hi, I'm Glenn Krieger. Nice to meet you. By the way — how did you find us?” — Dr. Glenn KriegerKey TakeawaysIntro (00:00)Why Flat Growth Is Happening (01:30)The Marketing Deployment Problem (02:05)The One Question Every Doctor Should Ask (03:00)Tracking ROI Like a Real Business (04:30)Stop Wasting Capital (05:30)Leadership Alignment Matters (06:15)Additional ResourcesI've seen firsthand how intentional tracking and disciplined marketing deployment can transform a stagnant practice into a growth machine.If you're serious about increasing revenue while maintaining peace of mind, you need systems — not guesses.That's exactly why the Make More Money Meeting in Nashville this October exists. This isn't fluff. It's marketing, sales, and ROI strategy you've never seen before — and it's limited to 250 doctors and key team members.If registration is open, grab your seat. If you're unsure how to find it, DM me directly.Stop hoping marketing works. Start knowing it works.Register for the Make More Money Meeting: https://ortho4m.com/home - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/

So what is the big deal with patient retention? Dr. Kuba and Bethany dig into this topic today to discuss why this buzzword is so prominent amongst dentists and consultants alike. Bethany discusses multiple different ways to look at the category of retention and then describes why this number is a litmus test for health in most dental practices. This is definitely an episode you do not want to miss!Want to watch the episode instead?! Check it out here!

In this episode of, Emery Wager sits down onsite at Bundy Law in Tulsa, Oklahoma with founder and managing partner Aaron Bundy to talk about what it looks like to treat pricing as part of the client experience. The conversation covers evergreen retainers, billing twice a month, charging for consults, and why getting the money systems right can actually improve quality of life for the entire team.

Here's the thing.If you're like most healing arts professionals, you sell your time.Five sessions. Ten sessions. Maybe a package here or there.But what if you focused on your expertise, and the transformation your clients get when they work with you? What if you designed your practice around that instead?In this conversation, Joanna Sapir and I explore what it means to create structured client programs — intentional journeys that guide someone from where they are to where they want to be — while also bringing more clarity and predictability to your income.If you're tired of selling hours for dollars, and looking for a more creative, robust way to design your private practice, this episode may open up a whole new way of thinking.In this episode, you'll hear…The difference between a session package and a truly transformational program. (Such a great shift to make…)How front-end and back-end offers can support both immediate results and long-term healing (and lead to healthy, sustainable client relationships over time.)Why narrowing in on your ideal client actually strengthens your work. (Hmmm…-where have you heard that before?

Why Progressive Overload Is the Missing Link in Rehab with Dr. Todd RiddleThere's a big difference between learning a technique…and understanding a system.In today's episode, we're pulling back the curtain on the FAKTR rehab methodology — not the marketing version, not the surface-level explanation — but the actual framework that drives how we assess, load, and progress patients.In Part 1 of this two-part series, Dr. Todd Riddle — our Director of Education — breaks down:The evolution of FAKTR from technique-based roots to a full rehabilitation continuumWhy progressive overload is the missing link in most rehab programsThe difference between treating a condition… and treating a personAnd how static, motion, resistance, function, and performance fit together inside the FAKTR systemYou'll also hear why we believe pain during exercise isn't automatically the enemy — and how to clinically differentiate between “injured” and simply “sensitive.”If you've taken a FAKTR course before, this will deepen your understanding.If you haven't, this will give you a behind-the-scenes look at how the system actually works.

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what advisors often misunderstand about control, exit clauses, valuation multiples, and long-term implications.Frank explains why even a 10–20% minority stake effectively creates a partner in your business - whether you think of it that way or not - and why advisors must think beyond the upfront check and consider the unwind scenario before signing anything.They also explain the difference between taking a transition loan versus selling equity - and why one is far easier to reverse if things don't go as planned.Key questions explored in this episode:What does selling a minority stake actually mean for control?Even at 10–20%, you now have a financial partner whose incentives may influence hiring, spending, technology, and growth strategy.Is there usually an exit clause?In many cases, especially with smaller RIAs, there may be little to no unwind option. Larger firms may offer buyback terms — but often at a higher multiple if you've grown.Why are broker-dealers offering these deals now?Firms are looking to accelerate growth beyond the industry's typical 5% net new asset growth rate and to retain advisors long term.If you're a financial advisor considering selling 10–30% of your practice - or being approached with a “sell and stay” offer - this episode will help you think through the long-term consequences before you sign.Chapters:01:06 – Episode Intro03:12 – Advisor Concerns04:45 – Revenue vs Profit Share06:02 – You Now Have a Partner06:59 – Exit Clauses Explained10:16 – Control & Fees14:09 – Growth Expectations18:25 – Why Firms Invest25:28 – Don't Decide on MoneyLearn more about Elite and our resources:Elite Consulting Partners | Financial Advisor Transitionshttps://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisorshttps://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers & Acquisitionshttps://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisorshttps://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

Most teams are capable of far more than they are currently giving, but the gap is rarely about effort or attitude. Dr. Stephen and Dr. Pete break down why discretionary energy is the true driver of performance and how leaders unintentionally suppress it by failing to connect people to the business model. When team members understand how their daily work influences revenue, profit, and opportunity, alignment replaces compliance and energy rises naturally. By shifting focus from motivation to measurement, leaders gain a clear framework for evaluating managers, strengthening team capacity, and creating sustainable growth without burnout.In This Episode You Will:Identify where discretionary energy is being lost inside the teamRecognize which people metrics reveal leadership effectivenessSee how manager performance shows up through team resultsEvaluate when team capacity is approaching a breaking pointApply clearer financial alignment to increase focus and engagement Episode Highlights01:33 - Discretionary energy is introduced as the hidden gear inside every team member that leadership either activates through alignment or suppresses through misalignment.02:19 - Financial alignment is framed as the missing link between daily responsibilities, revenue, profit, and why team members should care about business performance.03:17 - The four requirements of a world-class team are clarified as right people, right seats, right work, done the right way.04:46 - Employee stickmo begins, revealing how long A players actually stay and how turnover often exposes management or cultural breakdowns.06:38 - Employee net promoter score is introduced as a leadership diagnostic measuring whether team members would enthusiastically refer others to work in the organization.09:39 - Internal patient referrals from staff are positioned as a real-time indicator of engagement, belief, and cultural buy-in.12:22 - Direct report goals completed is identified as the most powerful KPI for evaluating manager effectiveness and team performance.13:26 - The 80 percent goal completion standard is defined as the benchmark for healthy management and accountability.14:43 - Labor cost begins as a COO-owned metric directly tied to profitability, cost of services delivered, and operational stewardship.17:03 - Revenue per employee is introduced as the key indicator for identifying $250,000 growth breakpoints before capacity strain causes the business to stall or break. Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Send a textWe tackle a reality most practice owners are feeling: digital marketing is getting more expensive, more crowded, and less predictable. As search and social costs rise, “disruptive” marketing is shifting from being optional to being a competitive advantage—especially in a world where digital saturation makes it harder for practices to stand out and be remembered.This episode makes the case for direct mail as a high-impact channel again—not as a generic flyer, but as a tactile, value-forward experience that earns attention. From creative mail concepts (including gift cards and non-traditional formats) to why “they're always listening” across platforms, the discussion highlights how modern direct mail complements digital strategy instead of competing with it. The key is value: messaging that helps the recipient, builds trust, and creates a clear reason to respond.You'll get into the operational side of what makes direct mail work today: CRM-triggered campaigns, the importance of clean data, and dialing in your Ideal Client Profile so you mail to the right people at the right time. The episode closes by tying performance back to fundamentals—cost of acquisition, credibility signals (like correct name spelling), and the role of measurable direct mail stats—grounded with a practical marketing mindset influenced by leaders.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

In this episode of the UCM Podcast, Tony Hook and Dr. Bill Davis tackle one of the most difficult and emotionally charged questions many chiropractors face: When is it time to stop trying to make it on your own and consider a different path? Focusing on doctors stuck in Practice Growth Stage One—typically collecting under $20K per month—they explore the financial, emotional, and personal toll of long-term survival mode. The conversation breaks down why time alone doesn't create breakthroughs, how being stuck impacts every area of life, and why this stage was meant to be a short-term foundation, not a permanent destination. Most importantly, they outline two viable, hope-filled paths forward: getting structured help to break through the $20K ceiling or choosing to thrive as an associate in the right environment—reminding doctors that doing nothing is the most dangerous option of all.

Marketing doesn't usually fail because you're not good at what you do. Not at all!No - often it fails because you're being too careful.In this episode, I'll walk you through 3 marketing patterns I've seen repeatedly in recent coaching calls — patterns that dilute your message, confuse potential clients, and make growth harder than it has to be.The fixes are simpler than you might think. In this episode, you'll hear:Why “leaving the door open” can actually keep your best people from walking in.The difference between simply describing your skills and speaking directly to your ideal client.How clarity — not volume — creates TRUE momentum in your marketing…Why people wait far too long to ask for help (and what shifts when they don't!)You'll also learn why your marketing often improves faster when you stop trying to do it alone. You can speak more clearly, attract the clients you actually want, and stop second-guessing your message.If this episode stirred something — a sense that your work is solid, but your message isn't quite landing — that's usually the moment to pause and get support.A Quick Start Consult isn't about fixing everything.It's about naming what matters most next — and getting clear faster than you can on your own.You don't need more ideas.You need sharper focus...Learn more or book yours at:

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

Rest Isn't a Reward: The Secret to Sustainable Practice Growth | E291Highlights from this episode: Rest Isn't a Reward: The Secret to Sustainable Practice Growth (01:01)Closing Thought: Embracing Everything (21:20)In this episode, I share the mindset shift that completely changed how I run my practice—from being stuck in the exam room out of guilt to finally stepping into the role of CEO and leader. I talk about how overworking was really fear disguised as work ethic, and how becoming the bottleneck was holding my team and business back from growing. If you're struggling to let go, build systems, or stop tying your self-worth to production, this episode is for you. My goal is to help you avoid the mistakes I made and start intentionally shaping your practice instead of letting it shape you.Join in the conversation and subscribe to the podcast to keep up with all the great content coming down the pipe! For exclusive content, be sure to register your email on our website and I will be sending out newsletters and other great bonuses as we go. I love getting feedback, questions, suggestions, etc. so contact me at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theultimateod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on social media (click here for ->⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) OR, just shoot me an email at drlillie@theultimateod.com and I'd be happy to chat!

Can trimming overhead expenses open the door to lasting patient relationships and steady, meaningful growth in your practice?In this interview, Dr. Andy Brito shows us the secrets behind his steady growth at Brito Family Dental: a beloved, family-run practice serving South Boston. From day one, Dr. Brito prioritized low overhead and resource efficiency, opting for conservative treatment plans that build trust and keep patient costs accessible. His approach to dentistry goes beyond filling cavities; it's about forging relationships, earning loyalty, and upholding the highest standards through constant growth and learning. With over $200,000 invested in continuing education, he has continually raised the bar for clinical skills, bringing advanced procedures like full-arch surgeries and implants to his patients while keeping prices fair.Dr. Brito doesn't just rely on clinical excellence to set his practice apart. He shares the marketing strategies (successful and not-so-successful) that helped Brito Family Dental build its reputation, from tapping into his Portuguese heritage to connect with the local Brazilian community, to refining Google Ad targeting for quality patient leads. Bringing lab work in-house has slashed costs and enhanced service quality, reinforcing his commitment to efficiency without sacrificing care. For Dr. Brito, growth isn't about getting bigger; it's about staying agile, keeping a close-knit team, and heeding the lessons learned along the way.What You'll Learn in This Episode:How managing overhead can strengthen patient relationships and grow your practiceTips for maximizing the impact of continuing education in dentistryThe real-world impact of introducing an in-house dental labMarketing wins and misses: from targeted online ads to cultural community outreachWhy staying small and agile can outperform rapid expansionLessons on cost-saving without sacrificing qualitySmart ways to vet marketing investments early onKey advice for new and established dentists seeking sustainable growthHit play now to discover how Dr. Brito's practice continues to grow sustainably in a highly competitive scene!‍Sponsors:‍Net32: Founded by a dentist, for dentists. Net32 is the leading online marketplace for dental supplies, helping dental and medical professionals save on high-quality products for over 25 years. Start saving today at: https://www.net32.com/dentalmarketerGuest: Dr. Andy BritoPractice Name: Brito Family DentalCheck out Andy's Media:‍Website: https://britofamilydental.com/Email: andybrito3@gmail.com‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Let Us Know How We're Doing on Apple Podcasts!

Aaron sits down with Dr. Chandler Mann—homebound during a Texas freeze—to unpack how Chandler cold-started a Vision Source practice in December 2022 and scaled from ~$1M to $2M by year three. They dig into what actually drove the growth: community-first “active” marketing, hiring ahead of the curve, smart space constraints (and a buildout timed to paternity leave), expanding to six days with a part-time associate, and delegating dry eye treatments through a well-trained team. Along the way, they bust the “specialist” myth (myopia ≈5% of clinic time, dry eye ≈15%) and land on Chandler's real advantage: humble curiosity, intentional leadership, and an office culture built around impact. Key Resrouces Discussed: iCare Advisors (https://icareadvisors.com/) Vision Source (https://visionsource.com/)   ---------------------- Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision