Podcasts about Practice management

In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!

Tune in to hear:What did author Steven Pressfield have to say about resistance?What are “circular techniques” in Martial Arts and what can they teach us about the power of rolling with resistance?What was the “salt march” that Gandhi led and what does it illustrate about the power of resistance?What is the “Acceptance and Commitment Therapy” methodology that psychologist Dr. Steven C. Hayes invented?What did Steven C. Hayes mean by “self-as-context” and what should we take away from this perspective?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Listen in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties. Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to own it. Trisha then shares her answers to a few common questions she hears from physicians and discusses a typical first step for a doctor considering a new office or piece of real estate.  Finally, Trisha explains when a practice might consider selling a property, and important factors affecting that decision. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

This episode is sponsored by: My Financial CoachYou trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity.Visit myfinancialcoach.com/physiciansguidetodoctoring to meet your financial coach and find out if concierge planning is right for you.———————In an era where autonomy drives physician fulfillment, how do you break free to start your own practice? Dr. Bradley Block welcomes Dr. Kara Pepper, who transitioned from 14 years in employed practice to founding an 18-state telemedicine practice focused on eating disorders. Dr. Pepper also explores the qualities—innovation, risk tolerance, and lifelong learning—that define successful solo practitioners. She discusses overcoming analysis paralysis, leveraging automation to cut overhead, and innovative models like cash-pay visits and direct primary care. Highlighting her own journey, she offers practical advice for physicians, whether sole breadwinners or dual-income households, to navigate risks and build sustainable practices, making this episode a vital resource for those seeking to reclaim healthcare on their terms.Three Actionable Takeaways:Embrace Risk Tolerance – Assess your willingness to take risks and view failure as a learning opportunity to thrive in a solo or micro practice.Automate Administrative Tasks – Use technology and virtual assistants to reduce overhead and focus on patient care, enhancing practice sustainability.Start with the Smallest Step – Overcome analysis paralysis by identifying the tiniest action (e.g., researching EMRs) to launch your practice and build from there.About the Show:The Physician's Guide to Doctoring covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school!About the Guest:Dr. Kara Pepper is a primary care internist and executive coach based in Atlanta, Georgia, with 14 years of private practice experience. She founded an 18-state telemedicine practice specializing in adults with eating disorders and created Micropractice Mastermind, a community supporting physicians in solo practice. As host of the podcast “It's Not Just You” she guides doctors to transform healthcare through autonomy and innovation.Website : https://karapeppermd.comEmail: hello@karapeppermd.com   Instagram: https://www.instagram.com/karapeppermd?igsh=MW94ZGs3ajEwcm1qNg==About the host: Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest? Email Brad at brad@physiciansguidetodoctoring.com  or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

We're halfway through the year, advisors — and you know what that means. It's time to hit pause, get real about what's working (and what's not), and make sure you're set up to finish strong. In this episode, I'm sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.Here's what you'll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn't 3️⃣ How to spot the quicksand that's secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let's map out a second half you can feel proud of.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Thinking of buying a practice? Hear how Dr. Brian Belsterling used Shared Practices' tools to go from associate to thriving owner—without the stress. This candid interview with Richard Low unpacks the wins, setbacks, and strategy behind Brian's path to long-term growth.

Thinking about making your associate a partner? This episode will help you decide if it's the right move for you and what other options you have to keep associates in your practice without giving up equity.You'll learn the must-haves of a successful partnership, the common reasons they fail, and what to look for in a potential partner. Listen now to hear the benefits of partnership and why you might want to stay solo!Topics discussed in this episode:The first step to partnershipThe benefits of partnershipWhy Dr. Henry chose to stay soloWhy partnerships failHow to make partnerships successfulAlternative ways to structure partnershipsText us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Joining us today is Dr. Chris Phelps, dentist, entrepreneur, and CEO of the Cialdini Institute. We explore the evolution from clinical practice to scalable, self-managing businesses. Chris shares how his first entrepreneurial breakthrough came from simplifying dense dental school material into condensed study guides—eventually monetizing his problem-solving ability. Listen in to gain powerful takeaways on using behavioral psychology to drive team performance and patient commitment, the transformative power of Kolbe assessments for building high-functioning teams, and how marketing strategy must begin with clarity around the ideal avatar. If you like this episode, here are more episodes we think you'll enjoy: Ep #539 - Dr. Matt VanderMolen: – Building People First: Creating a High-Performance Dental Practice and Business Ep #538 - Jake Conway – Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Episode Overview  In this candid snack episode, Miranda Dorta turns the microphone around to interview Tracy Cherpeski about her specialized consulting approach for healthcare practice owners. This unscripted conversation reveals the genuine dynamic between the hosts while exploring the unique challenges facing healthcare providers who own their practices. Tracy shares insights on identifying scalability readiness, overcoming time management struggles, and the evolution from one-on-one consulting to building the Thriving Practice Community.  Key Highlights  The Business Acumen Gap: Healthcare providers often lack the business training needed to successfully operate their practices, despite their extensive clinical expertise The "Too Busy" Pattern: Practice owners frequently get caught in cycles of handling tasks that could be delegated to practice managers or administrative staff Scalability Assessment: Practices need solid operational foundations—including clinical, front office, and back office operations manuals—before they're ready to scale Community-Driven Support: The Thriving Practice Community was launched to create a peer ecosystem where healthcare providers can crowdsource business solutions and build a social safety net Delegation Dynamics: Many practice owners hesitate to delegate not from a need for control, but from concern about overwhelming their already busy teams Memorable Quotes  "In all the places for people to be struggling in their business, healthcare just really should not be one of them. It shouldn't be so hard."  "You provider owners are wearing two full time professional hats, maybe even kind of like a third one if you separate strategy from leadership."  "Just because you can doesn't mean that you should. Unless your entire staff is down with some stomach virus, you're not going to be doing your blood draws—your team is going to be doing that because that's what they're really good at."  "If we can smooth over the strategic aspect of it, the leadership aspect of it, the operational side and get it running like a well-oiled machine, then life is so much better and easier on the clinical side and outside of work."  "We wanted to take the focus off of me as the provider and build an ecosystem that's truly supportive, that creates that social safety net for people."  Miranda's Bio:  Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

The Bulletproof Dental Podcast Episode 400 HOST: Dr. Craig Spodak GUEST: Erika Pusillo, DAADOM DESCRIPTION In this episode, Craig is joined by Erika Pusillo to discuss developing key personnel in dental practices, focusing on cultivating potential rather than finding it. They cover leadership dynamics, team communication, and financial efficiency through zero-based budgeting. The conversation emphasizes proactive financial management, optimizing team roles, merit-based compensation, and fostering a culture of mentorship and problem-solving. TAKEAWAYS The most important aspect of team development is finding individuals who align with your values. Potential can be cultivated through training and support, not just found in experienced candidates. Complementary skill sets within a team can lead to greater efficiency and success. Zero-based budgeting helps identify unnecessary expenses and improve financial health. Regular meetings and clear expectations are crucial for team alignment and success. Internal development of staff can lead to a more cohesive and effective practice. Measuring success through data is vital It's important to question the effectiveness of current practices and adapt as necessary.  Utilize technology and AI to improve efficiency in operations. Merit-based compensation motivates team members to perform better. Regularly analyze financial statements for hidden trends. Encourage team problem-solving to identify potential leaders. Invest in team development to enhance overall practice performance CHAPTERS 00:00 Introduction and Importance of Team Development 06:04 The Role of Leadership in Practice Efficiency 08:55 Communication and Trust in Leadership 14:49 Complementary Skill Sets in Team Dynamics 20:59 Measuring Success and Setting Expectations 26:53 The Evolution of Practice Management 30:34 Negotiating Costs and Managing Expenses 36:00 Optimizing Team Roles and Responsibilities 43:34 Creating a Merit-Based Compensation System 51:06 Analyzing Financial Statements for Efficiency 55:12 Developing Team Potential and Leadership REFERENCES Bulletproof Summit Bulletproof Mastermind  

Tune in to hear:What is “The Story of the Chinese Farmer” by Alan Watts and what can it teach us about embracing uncertainty?Why are humans so hardwired to fear uncertainty and how can we override this natural tendency and embrace it?Why do some psychologists believe that ambiguity aversion is the one fear to rule them all?How can uncertainty stimulate heightened learning?What did the poet Rainer Maria Rilke have to say about embracing uncertainty?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

There's an easy solution for patients who can't afford treatment: membership plans. In this episode, you'll learn how to structure your plan, price it so patients sign up, and get your team on board.The DPH coaches share what's worked in their practices and easy mistakes you can avoid, whether you're creating a plan or revamping one you already have. Tune in for tips to build a plan that keeps patients coming back and feels like a win for everyone!Topics discussed in this episode:Why membership plans are good for your practiceHow membership plans benefit patientsPlan structures and pricingHow to get team buy-inMarketing and getting patients to sign upTo download the Membership Plan Documents mentioned in the episode click here! Text us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Cameron is joined by Terri Ross, practice growth consultant and sales trainer, and they discuss the critical importance of business acumen for medical practitioners. They explore the challenges practitioners face in learning how to run their practices effectively, the operational blind spots that limit scalability, and the vital role of front desk staff in patient acquisition. They emphasize the need for structured training and a focus on data-driven decision-making to enhance patient experiences and foster long-term relationships.Cameron and Terri Ross delve into the intricacies of the aesthetics business, focusing on patient spending patterns, the importance of treatment plans, and maximizing revenue through effective consultations. They talk about the need for better business education in the aesthetics field, emphasizing the significance of understanding pricing strategies, financial metrics, and the power of data in making informed business decisions. They also highlight the importance of regular meetings and networking opportunities in fostering growth and success in the industry.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Practitioners often lack business acumen, which is crucial for success.Many practices fail due to a lack of structure and understanding of financials.Training for front desk staff is essential for effective patient acquisition.Sales in aesthetics is about understanding patient emotions and needs.Consultation processes need to be standardized and focused on patient education.Practices should invest in training to improve their operational efficiency.Data-driven decision-making can significantly enhance practice growth.The aesthetics industry has a gap in business education that needs to be addressed.Practitioners must recognize the importance of their front desk staff in the sales process.Building lasting patient relationships requires a transformation in consultation approaches. Every patient is underspending on treatments.Implementing treatment plans can significantly increase patient spending.Consultations are crucial for generating revenue.Many practices operate at only 50-65% utilization rates.The aesthetics industry is leaving billions on the table due to underutilization.Aesthetics is a serious business that requires business acumen.Understanding gross margins is essential for pricing strategies.Regular meetings can lead to more opportunities for change.Data-driven decisions can enhance business performance.Networking at conferences can provide valuable insights and connections.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Remember Nesto's wild story from last week? This time he's on the mic, and he's sharing what it's really like to manage two totally different dental practices while building a team, coaching his associate, and chasing a dual-group-practice dream.

Most owners manage the day-to-day; Dr. Sten Erickson is turning doctors into partners. He joins me in this episode to share how he stepped into a true leadership role and expanded his practice after leaving clinical work behind.From scheduling weekly meetings across multiple practices to case reviews, we talk about the strategies and systems that help him get doctors ready to lead, drive culture, and grow a multi-location practice without micromanaging or seeing patients. Tune in to hear how he structures his time to mentor doctors and scale without burning out!Topics discussed in this episode:Mistakes as a young practice ownerThe ideal practice size of new ownersMaintaining culture as you expandDr. Erickson's meeting schedule and training systemHow your role changes when you step back from clinicalStrategies to keep associates engaged and growingText us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In today's evolving eye care landscape, practice management is no longer an optional skill—it's essential. From navigating retail pressures to elevating patient experiences, eye care professionals are reimagining how they lead and grow their practices. Enter the Play Chess Not Checkers Podcast, hosted by Dr. Adam Ramsey and powered by Defocus Media. This series is […]

Dr. Keya Locke interviews Dr. Joseph Staggenborg, guest editor of July's ASA Monitor, and Dr. Bob Johnstone, an early practice management champion. They consider the history of practice management, ASA's efforts to advance the business of anesthesiology, the role of strategy and data, and more. Recorded May 2025.

Key Highlights:-The true cost of operational disorganization - and how to measure it.-Why “progress, not perfection” is the key to implementation.-How to identify bottlenecks using data and process tracking.-The concept of Kaizen and continuous improvement in firm operations.-Simple steps to begin streamlining your business today.If you're an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

Tune in to hear:What is the “drown proofing” technique, often taught to Navy Seals, and what is a takeaway from it that can be applied in our daily lives?What is Alan Watts' “backward law,” or “the law of reversed effect?”What is the psychological phenomenon of pareidolia and what can it teach us about our collective search for meaning?What are some philosophical examples of how meaning often ensues in our lives?What can we learn from Vietnam's “Great Hanoi Rat Massacre?”LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this episode, I had the pleasure of sitting down with Rhys, a veterinary practice owner from Vancouver who brings a unique perspective thanks to his background in hospitality and his passion for building businesses that can thrive without the owner being tied to every detail. We dove deep into what it really takes to transform a veterinary practice from a self-employed job into a scalable, sellable business. Our conversation covered everything from the importance of building robust systems and standard operating procedures, to leveraging data-driven management and authentic marketing that truly reflects your practice's identity. Throughout our discussion, Rhys shared actionable strategies for veterinary professionals who want to attract, engage, and retain clients—while also reclaiming their time and sanity. We talked about defining your mission and vision as the foundation for all your systems, the necessity of SOPs for consistency and delegation, and how to use key performance indicators (KPIs) to proactively manage your practice. We also explored pricing strategies that balance value and affordability, and the critical importance of client retention and lifetime value. Reese even provided a toolkit of resources and calculators to help practice owners make informed decisions about hiring, budgeting, and pricing. Whether you're just starting out or looking to take your established practice to the next level, this episode is packed with practical advice and real-world examples. We wrapped up by discussing how to adapt to the future, especially with the rise of corporate competition and shifting market dynamics. My goal with this episode is to give you the insights and tools you need to build a veterinary practice that works for you—not the other way around. If you're ready to create a business that can run (and grow) without your constant presence, you won't want to miss this conversation!

In this Ortho Marketing episode, Dean Steinman is joined by Brad Hughes, Founder and CEO of Vision Dental Partners. They explore how to grow and accelerate dental practices—from strategic acquisitions to marketing tactics that drive real results. Learn how to scale faster, streamline operations, and boost patient growth post-acquisition.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Brad HughesDr. Hughes is a third-generation dentist, proudly following in his father and grandfather's footsteps, and has been providing excellent dentistry for over 17 years. He is a graduate of Indiana University School of Dentistry. With a passion for growing teams and helping others thrive both personally and professionally, Dr. Hughes has dedicated his career to fostering leadership and development in his practices and throughout the dental industry. His entrepreneurial spirit and commitment to growth continue to shape the future of his expanding dental group and the dental space as a whole.

In this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valuable content over the Summer. David reviews each of the 18 episodes of Season 5, including a quick recap and highlights. The goal of this episode is to help listeners catch up on missed episodes or revisit important insights they may have forgotten. He invites feedback and topic suggestions for future episodes as the podcast continues to grow its audience. EPISODE SNAPSHOTS: 5.1 & 5.2 – Dr. Jay Foley: After a life-altering snowboarding accident, Dr. Foley transitioned from surgery to medico-legal consulting, highlighting the importance of disability insurance and leveraging a medical license in new ways. 5.3 – Andy Taylor: Explored how election cycles influence market behavior and how physicians can remain calm and strategic with their portfolios. 5.4 – Nolan Bradbury, CPA: Covered KPIs, practice delegation, legal/tax structure for side hustles, and exit planning from a CPA's perspective. 5.5 – Dr. Ben Ostrander: Applied hospitality industry lessons to healthcare to enhance patient experience, employee satisfaction, and operational efficiency. 5.6 – Jessica Jones, Consultant: Shared insights on aligning practice models with physician passion, wellness trends, and diversification within practices—especially cash-based models. 5.7 & 5.8 – Dr. Sue Keller: An unflinching look at financial mismanagement, the emotional toll of bankruptcy, and finding meaning in a reinvented career after decades in dentistry. 5.9 – Dr. Jay Zigmont: Introduced “child-free wealth” as a growing financial niche, challenging traditional planning assumptions and offering guidance tailored to child-free individuals. 5.10 – Dr. Jude Pierre (Pt. 1): Talked about geographic and specialty shifts, mentorship, and the creation of a physician coaching practice to fight burnout and debt. 5.11 – Carole Foos & Greg Heimkreiter, CPAs: Discussed looming tax law expirations, industry-wide challenges in accounting services, and what physicians should know about finding quality tax advisors. 5.12 – Kristy LaGourgue & Rachel Varga: Focused on brand building and marketing strategy for all doctors, not just those in aesthetics—emphasizing the importance of digital presence and patient communication. 5.13 – Dr. Pat St. Pierre: Reflected on a military-to-medicine career, financial planning, industry involvement, and proactive retirement through wine education to avoid post-retirement difficulty. 5.14 – Attorneys Byrd & Adatto: Covered major legal trends including compounding pharmacy scrutiny, the evolving legal landscape around non-competes, and internal practice exits. 5.15 – Dr. Jude Pierre (Pt. 2): Discussed optimizing workflow through scribes, practice innovation via Medicare Advantage, and financial/lifestyle balance to avoid physician burnout. 5.16 & 5.17 – Cory Kleinschmidt: Provided a comprehensive look at locum tenens work for physicians—ideal for both early-career flexibility and late-career freedom—including licensing, contract tips, what to look for in an agency, forming LLCs for tax purpose and more. 5.18 – Drs. Mark Figgie & Joel Press: Shared a mentorship model from HSS that helps young physicians with career planning, finances, wellness, and leadership development. 5.19 – Bob Goettling: Introduced ESOPs (Employee Stock Ownership Plans) as an innovative, tax-efficient practice exit strategy increasingly relevant in the medical space.     Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Achieving Success with Olivia Atkin Episode 137 "How To Achieve A Clear Vision For Unstoppable Success with John Marvin"Olivia talks personal and professional achievements with John Marvin. John D. Marvin is the President and CEO of Texas State Optical, a leading network of independent optometrists generating over $110 million in annual revenue. With nearly 25 years of leadership experience, John has transformed TSO into one of the top ten retail optical companies in the United States, setting a benchmark for excellence in eye care and business growth. He is a Certified Member of the John C. Maxwell Team of Professional Speakers, Trainers, and Coaches, sharing his expertise in leadership, customer service, and practice management. John's ability to align mindset with strategy has not only driven TSO's success but also made him a sought-after mentor for professionals in sales, business, and personal growth. His insights into consumer behavior and organizational leadership offer a wealth of knowledge for anyone aiming to elevate their success.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:Linkedin: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessFacebook: @Achieving SuccessYou can find John Marvin:LinkedIn: John MarvinEmail: jdmarvin@tso.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.

In this exciting episode of the Business of Aesthetics podcast, host Michael Walker welcomes Ben O'Brien, co-founder of the Faces Consent app. Ben shares his journey from opening clinics across the UK to building one of the most powerful all-in-one tools for aesthetic professionals. Ben explains how Faces Consent started as a simple way to collect patient consent forms, but quickly grew into something much bigger. Now, the app helps over 150,000 practitioners handle bookings, store patient records, write prescriptions, and even order medical supplies, all in one place. He also talks about how they use AI to create review summaries, help with customer service, and boost clinic marketing. Michael and Ben dive into some big problems that aesthetic clinics face today, like managing paperwork, hiring the right staff, and dealing with burnout. Ben shares real stories and helpful tips on how clinics can grow smarter, not harder. He also explains how important it is to start small, focus on your strengths, and build systems that support your goals and lifestyle. In this episode, you'll also learn: How the Faces Consent app began as a simple tool to collect patient forms and grew into a full practice management platform. Why streamlining consent, booking, and product ordering can save time and reduce stress in your clinic. How AI helps generate patient reviews and handle customer service without adding more work to your plate. Why listening to user feedback early on helped the app grow and become trusted by over 150,000 practitioners. How digital tools can protect your brand and processes, especially if you operate in multiple locations. What challenges clinics face with staffing and prescriptions, and how the app helps solve both. Why it's smart to grow slow and focus on what you're good at, instead of trying to do everything at once.

In this solo Practice Under Water episode, George Hariri narrates the gritty and inspiring ownership journey of “Nesto,” a dentist navigating the challenges of two practices—one thriving, one bleeding cash. George details Nesto's path from a promising acquisition to hard financial lessons, culminating in a pivotal decision to persist with both practices. This episode is a deep dive into real-world ownership grit, strategic crossroad decisions, and long-term vision.

Feeling trapped in the operatory five days a week? Imagine reclaiming an entire workday without sacrificing income or patient care. That's exactly what today's episode delivers—a practical blueprint for dental practice owners who want to work smarter, not harder.I break down five seemingly small schedule adjustments that combine to create massive efficiency gains. From the simple act of staggering assistant lunches (yes, you can eat quickly!) to training your team to handle crown deliveries up to the final cementation, these strategies address the hidden time thieves lurking in your daily operations. By implementing these changes, you'll reclaim a staggering 16 hours of production time weekly while simultaneously increasing your hourly production value.The math is compelling: just two crown appointments daily at $1,500 each generates $3,000 daily—that's $430 per hour or nearly $331,000 annually. Combined with your newly reclaimed production time, this approach transforms practice economics while reducing your chairside hours. These aren't theoretical concepts—they're the exact strategies I've implemented in my own multi-doctor practice and helped countless coaching clients adopt with remarkable results.This episode reveals the foundation of what makes a "three-day dentist" possible. You'll discover how seemingly minor inefficiencies compound into major production losses, and more importantly, how addressing them systematically can revolutionize both your practice and your quality of life. Ready to spend more time with family, pursue other interests, or simply reduce the physical toll of clinical dentistry? These practical strategies offer the concrete pathway many dentists have been searching for.Want to implement these systems with expert guidance? Visit dentalpracticeheroes.com to explore our coaching options designed to help practice owners install efficiency-driving systems that ultimately allow your practice to run itself. Work less, earn more, and fall back in love with practice ownership.Text us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Combine powerful imaging like CBCT with motivational interviewing—a patient-centered communication approach—and you've got a formula that significantly boosts case acceptance. When patients see their issues clearly and feel heard in the process, trust grows—and so does the likelihood they'll say yes to care. To tell us all about it is our guest Dr. Lori Trost.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained?

What You'll Learn:Why technology may be increasing workplace isolation, not solving itHow EQ is overtaking IQ as the most valuable skill in a tech-driven economyThe four essential factors that drive employee engagementPractical strategies for building stronger relationships with remote teamsWhy work-life integration beats the myth of work-life balanceWhat great leaders do differently to retain top talentInsights from over 90,000 professionals in 20+ countriesKey Quote:“You'll never grow as a company if you're too busy replacing workers.”Resources & Mentions:Dan's book: Back to Human: How Great Leaders Create Connection in the Age of IsolationDan's podcast: Five Questions with Dan SchawbelVisit DanSchawbel.com for more Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Tune in to hear:What can Queen Elizabeth I, of England, teach us about the power of saying “no?”Why is saying “no” just as important, if not more important, than saying “yes” in our journey towards a purposeful life?What can be our guidepost when deciding when to say “yes” and when to say “no?”How does living a purposeful life improve decision-making behavior going forward?What 3-step process does Oliver Burkeman lay out for saying “yes” to our highest purpose and saying “no” to things that do not serve it?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1563-U-25155

If you're thinking of moving to a new area and perhaps starting a brand new dental practice, there is certainly a lot to think about. To help us sort through some of the pros and cons, we'll be talking to a super interesting dentist who actually experienced this having moved from So Cal to Las Vegas Nevada. Our guest Dr. Todd Snyder. He is a popular speaker on Viva Learning.com, a cosmetic dentist, international author, lecturer and consultant to dental companies. You can reach Dr. Snyder at: www.Legion.Dentist. Thanks to our episode sponsors: BISCO - https://www.bisco.com/ Solventum - https://www.solventum.com/en-us/home/oral-care/

Ever felt that mounting frustration when someone keeps crossing a line you never actually drew? That's exactly what happens in dental practices without clear boundaries. When you're constantly putting out fires, feeling resentful toward team members, or watching work bleed relentlessly into your personal time, it's not just about difficult people—it's about undefined limits.The truth is uncomfortable but liberating: your practice will take whatever you allow it to take. Those late-night texts from team members, patients who expect weekend emergency care despite ignoring your treatment recommendations for years, staff who consistently arrive late to morning huddles—these aren't just isolated annoyances. They're symptoms of boundary deficiency.Text us your feedback! (please note: we cannot respond through this channel))Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Cameron is joined by Dani Naughton, an expert in aesthetics with 17 years of experience, and they discuss the fundamentals of running a successful aesthetic practice, the importance of understanding market dynamics, and the operational fundamentals necessary for profitability. Dani shares insights on common mistakes made in treatment rooms, the significance of staff communication, and the strategic approach to marketing and equipment acquisition. They delve into the true cost of goods, the impact of labor costs, and the hidden expenses that can affect profitability. The conversation emphasizes the importance of time management and understanding supply costs in treatments, providing valuable takeaways for practice owners looking to thrive in the competitive aesthetics industry.Cameron and Dani talk about the importance of efficiency and understanding the financial health of aesthetic practices. They explore strategies for improving margins, managing chaos in operations, and the significance of patient retention. The dialogue emphasizes the need for new practice owners to establish a clear vision and for established practices to overcome stagnation by implementing effective systems and processes.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Dani Naughton has 17 years of experience in aesthetics.Understanding the basics is crucial for practice success.Staff communication is key to implementing new products.Labor costs must be factored into the cost of goods.Hidden costs can silently destroy profitability.Time management is essential in treatment efficiency.Marketing should be strategic and well-planned.Practices need to survey staff and patients before acquisitions.Winning in the margins can significantly impact profits.A mindset shift is necessary to run a practice like a CEO. Winning in the margins can significantly boost marketing budgets.Practices should focus on EBITDA rather than just revenue.Efficiency is crucial, even if the practice isn't for sale.Understanding treatment times can improve patient throughput.Consistency in service delivery is essential for brand reputation.Operational chaos can lead to significant financial losses.Implementing cancellation policies can help mitigate no-show losses.Effective communication of policies enhances patient experience.New practice owners should clarify their vision from the start.Established practices must assess their operations to identify growth opportunities.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

What if your marketing had six-pack abs? In this episode, discover how to build a lean, powerful dental brand that does the heavy lifting, attracting the right patients, converting with confidence, and creating momentum that doesn't wear out.

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketingHow to use video at different stages of the client journeyThe biggest mindset blocks stopping advisors from using video (and how to overcome them)Simple strategies to make video a seamless part of your business operationsBest practices for using video on your website, social media, and in client communicationsUsing video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice!Check out Katie's website HERE!Connect with Katie on LinkedIn HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group's signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry's go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christine also serves on several professional and community boards including The Community Fund of Darien and the Investments & Wealth Institute, where she is currently Board Chair. She lives in Darien, CT with her husband and two college-age children, and is always up for an adventure — especially if it involves hiking, biking, or discovering great food. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Christine Gaze, CFP(R), CIMA(R) | LinkedIn Investments & Wealth Institute: Posts | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

LTBS host Dr. Joel Berg sits down with incoming American Academy of Pediatric Dentistry President Dr. Tom Ison to talk about his leadership journey. Dr. Ison shares how he felt the pull to specialize in pediatrics after practicing as a general dentist, and how that choice impacted him as a rural practitioner. He also delves into his agenda for the 25-26 Academy year, including honoring the legacy of the leaders who came before him. Recorded in front of a live audience at AAPD 2025, the conversation is a testament to the importance of professional organizations and the role they play in sharing expert information. Guest Bio: Dr. Thomas G. Ison is in private practice in Newburgh, Ind. He received his dental degree and certificate in pediatric dentistry from the University of Kentucky College of Dentistry and Chandler Medical Center in Lexington, Ky., and completed a Fellowship in Pediatric Dentistry at Indiana University School of Dentistry. He previously held appointments as an assistant professor at the University of Kentucky College of Dentistry and Chief of Dentistry at Norton Children's Hospital, in Louisville. He is a Fellow of the American Academy of Pediatric Dentistry and American College of Dentists, as well as a Diplomate of the American Board of Pediatric Dentistry. He has completed the AAPD Leadership Institute at Kellogg and the Advanced Leadership at Wharton. He served as a consultant to the AAPD Council of Clinical Affairs, District III (now Southeastern) Trustee and is a Past President of the Southeastern Society of Pediatric Dentistry and Kentucky Academy of Pediatric Dentistry. Dr. Ison has been an examiner for the ABPD Oral Clinical Exam as well as committee member and part leader for the Renewal of Certification Examination. He resides in Evansville, Ind., with his wife, Connie, and daughter, Maggie.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Richard and George explore the financial journey of a dentist's career through three key phases: income generation, wealth accumulation, and eventual stagnation. They discuss critical decisions around practice ownership vs. DSOs, income benchmarks, and strategies for building generational wealth. This episode offers practical financial guidance for dentists navigating each stage of their career. Check out our events page for our upcoming events https://sharedpractices.com/events/

A sellable practice runs smoother, earns more, and stresses you less. But what does it mean to have a sellable practice? In this episode, the DPH coaches share the seven signs your practice is sellable and explain why you should build a sellable practice even if you never plan to sell. Learn how to increase the value of your practice, what metrics matter to buyers, and how long it takes to make a practice sellable. Tune in to find out if your practice checks all the boxes of a sellable practice!Topics discussed in this episode:The benefits of building a sellable practiceWhat healthy businesses have in commonCharacteristics of sellable practiceHow long it takes to build a sellable practiceIncreasing the value of your practiceWhen to sell vs. keep building Text us your feedback! (please note: we cannot respond through this channel))Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Tune in to hear:What is facticity and how can we turn these “limitations” into strengths?What are some historical examples of people who used their limitations to do, or create, something remarkable?What is Sheena Iyengar's “jam study” and what are its implications for decision making and behavioral science?Why are constraints such an important element of creativity?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

Practice Management: Lessons Learned | E255Highlights from this episode: Practice Management: Lessons Learned (00:13)Closing Thought: The Cost (22:53)This episode is a conglomeration of the biggest lessons learned and tools I've used the past few months to lay the foundation for the next level. We are putting things in place for another doctor, another location, and beyond! Learn from my mistakes and cut some time off your own journey. 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!

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including ESOPs as a potentially powerful but underutilized tool.  Bob breaks down the core structure and history of ESOPs, describing them as trust-based leveraged buyouts that allow physicians and employees to own their practice while benefiting from significant tax advantages. He explains how the Bloom Organization itself became an ESOP nearly a decade ago, and how his team has since developed a tailored hybrid ESOP model for medical practices, especially as interest in private equity has cooled due to rising interest rates and negative post-deal experiences. While ESOPs offer clear advantages—like retaining control and optimizing tax outcomes—they also come with complexity. Goettling stresses the importance of choosing the right advisors and ensuring a strong internal management structure. Not every practice is a good fit; size, structure, and strategic alignment are critical factors. The episode offers high-level insight into how ESOPs work, who they benefit, and what red flags to watch for in considering this alternative to traditional M&A routes. KEY INSIGHTS ESOP stands for Employee Stock Ownership Plan and enables employees to become beneficial owners through a trust structure. Originally introduced in the 1950s, ESOPs gained traction in the 1970s due to government incentives. Goettling and his team at Bloom implemented an ESOP for their own firm nearly 10 years ago and now advise physician groups on doing the same. Tax benefits are significant: ESOP sellers can defer or eliminate capital gains, and the entity itself becomes tax-exempt. ESOPs allow physicians to monetize their practice without surrendering control, unlike private equity deals. The model is ideal for larger practices (15–20+ physicians) with existing governance (boards, CEOs, CFOs). Complexity is a key barrier—ESOPs involve oversight from both the IRS and Department of Labor. Hybrid ESOP models can account for partners, junior doctors, staff, and even future hires. Mistakes often stem from poor advisory choices; experience with ESOPs is essential to avoid pitfalls. ESOPs can be a game-changer for practices looking to stay independent while scaling strategically. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

What separates PT practices that thrive from those that plateau? It's not size — it's focus. In this episode of Physical Therapy Private Practice: Secrets of the Top 10%, Brian reveals the strategic mindset shift that turns overwhelmed owners into growth-driven leaders. Whether you're running a solo clinic or managing multiple locations, the key is thinking like the next-level version of yourself — starting today. You'll learn: What “thinking one level up” really means — and why it works How to shift your focus from tasks to strategy Why small practice owners stay stuck — and how to break through How large clinics lose momentum without the right mindset Simple, actionable ways to regain control and scale smart

Cameron is joined by Jessica Hunter, a seasoned consultant in medical aesthetics, and they discuss the importance of understanding financial metrics, the common mistakes made by MedSpot owners, and the significance of staff compensation strategies. Jessica shares insights on how to analyze profit margins, the role of memberships in practice retention, and the critical importance of training and empowering front desk staff. They emphasize the need for practice owners to approach their businesses with a solid understanding of finance and strategic planning. In this conversation,Cameron and Jessica discuss the critical aspects of compensation structures, the importance of front desk staff in patient conversion, effective communication with staff, strategies for scaling medical practices, and the distinction between profitability and revenue. They highlight the need for practices to understand their financial metrics and prepare for future transactions, stressing the importance of operational efficiencies and staff engagement in achieving long-term success.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Understanding financial metrics is crucial for MedSpot owners.Common mistakes include not knowing profit margins and service costs.Membership programs should be strategically designed for retention.Staff compensation should reflect individual value and contribution.Training for staff should be ongoing and comprehensive.The front desk plays a vital role in patient engagement and success.Compensation plans should be tiered based on experience and performance.Analyzing service profitability requires a detailed breakdown of costs.Investing in new equipment should be based on market demand and client needs.Empowering staff leads to better business outcomes. Compensation structures must align with realistic expectations and revenue generation.Front desk staff play a crucial role in converting inquiries into appointments.Effective communication and regular check-ins with staff can uncover valuable insights.Practices should assess their current patient population before seeking new patients.Understanding average transaction values is key to maximizing revenue.Operational efficiencies can lead to increased profitability without needing to scale.Transparency in compensation can foster trust and motivation among staff.Practices should prepare for potential transactions by optimizing their financial health.Utilization rates and marketing spend ratios are critical metrics for growth.Investing in the right systems and software is essential for tracking performance and making informed decisions.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Ever have one of those nights where you're exhausted but someone talks you into staying up anyway—and it turns into the most fun night ever? That's exactly what happened when my family convinced me to play our ridiculous Italian-themed drinking game called "Garlic and Oil" at the lake house.The truth is that strong practice cultures aren't built through mission statements—they're created through shared experiences, inside jokes, and rituals that bond your team together. People connect through experiences more than tasks. In my practice, we've developed unique cultural elements like our appreciation token system, morning huddle rituals, and our notorious "P2P" feedback approach where team members literally ask, "Can I pee on you for a second?" before offering constructive feedback. These might sound silly, but they create our identity.WText us your feedback! (please note: we cannot respond through this channel))Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

This episode features Richard Low and Alex Sharp in a deep dive on culture as a foundational driver of practice success. From turnover and team expectations to measurable metrics and mission-driven leadership, they outline how to build a culture that's both intentional and resilient. Whether you're just starting out or refining your systems, this conversation offers actionable strategies you can implement tomorrow. Check out our events page for all 2025 events https://sharedpractices.com/events/

Explore the essential steps to securing financing for your dental practice with Richard Low, Steve Steinbrunner, and Brian Carroll from Provide. From liquidity requirements to real estate expansion, this episode outlines best practices for both startups and acquisitions—plus details on the July Pathway to Practice Ownership event. Check out our events page https://sharedpractices.com/events/ for more details.