Podcasts about Practice management

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:

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

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/

In this 5-Minute Friday, I'm giving you a simple, no-BS way to boost your case acceptance immediately.And no, it's not a new script, software, or gadget; it's doing less. That's right. Less talking, less explaining, less time in the room.The longer you're in that room, the lower your numbers go. Why? Because you're making it harder than it needs to be. Your job is to diagnose, not convince. That's what your TC is for, so trust them, get out of their way, and stop micromanaging.I'll walk you through exactly what to do the next time you step into a new patient consult. From how to enter the room, to how fast you should be out, to why this approach changes everything.You'll even get a little reality check about why you're not as important as you think, and why.Ready to make your life easier, increase case acceptance, and lower your stress? Hit play. Then go do it tomorrow and watch the results speak for themselves.Key TakeawaysIntro (00:00)The longer you're in the room, the lower the case acceptance (00:36)Trust your TC. Do not micromanage (01:19)Five minutes. That's all it should take (02:28)You're not as important as you think you are (03:42)Your job is just not to mess it up (04:42)Additional Resources- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/- For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs

Why do some dental practices sail through technology upgrades while others struggle with stalled schedules and unhappy teams?In this episode, we're sitting down with dental practice management expert Sadie Stewart to unlock the real secrets behind seamless tech integration in modern dental offices. Sadie delivers firsthand advice on choosing the right systems, sidestepping common pitfalls, and ensuring your whole team is empowered to use new technology. Whether you manage a solo practice or a multi-location empire, you'll take away practical steps to avoid bottlenecks, maximize your return on investment, and build a future-ready practice.From building a bulletproof pre-planning checklist to leveraging AI-powered features you might be ignoring, Sadie's insights will leave you prepared to not only survive—but thrive—through any technology transition. With actionable tips tailored for owners, office managers, and all team members, you'll gain the confidence to approach tech upgrades as an opportunity instead of a headache.What You'll Learn in This Episode:Why focusing on a select few integrated tech providers can prevent headachesThe most common mistakes practices make during software rollouts—and how to avoid themWays to involve your whole team for a smoother, more successful tech transitionHow to use AI charting and automation to enhance efficiency and profitabilityKey questions to ask before investing in new dental softwarePitfalls of unnecessary tech upgrades—and how to measure real ROITrends in cloud vs. server-based practice management systemsEager to future-proof your dental practice? Press play and let Sadie's strategies steer you in the right direction!‍‍Sponsors:‍CareStack: Modern, Secure, Cloud-Based Dental Software for Growing Your Practice! With state-of-the-art features including Online Appointments, Integrated Payments, Text Reminders and more. Click the link here for a special offer: thedentalmarketer.lpages.co/carestack‍Guest: Sadie StewartBusiness Name: Office SwellCheck out Sadie's Media:‍Website: officeswell.comInstagram: instagram.com/dexis.sadie.stewartFacebook: facebook.com/officeswell(Reach out to Sadie to inquire about the "Pre-Planning Checklist"!)‍Love the Podcast? Let Us Know How We're Doing on Apple Podcasts!‍Host: Michael Arias‍Website: The Dental Marketer Join my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Please don't forget to share with us on Instagram when you are listening to the podcast AND if you are really wanting to show us love, then please leave a 5 star review on iTunes! [Click here to leave a review on iTunes]‍p.s. Some links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that we have experience with these products/companies, and I recommend them because they are helpful and useful, not because of the small commissions we make if you decide to buy something. Please do not spend any money unless you feel you need them or that they will help you with your goals.

Today we'll be talking about five significant things that dental hygiene school does not tell you while you are a hygiene student. We'll talk about why it's so important to know these things in order to survive, grow and thrive in the real world of dentistry. Our guest today is Emily Boge, She is one of the most knowledgeable educators you'll ever want to meet on the subject of dental assisting and dental hygiene. Emily blends her extensive experience in dental hygiene and dental assisting with a dual Doctorate in Education and Organizational Leadership. Thanks to our episode sponsors: Solventum - https://www.solventum.com/en-us/home/oral-care/ BISCO - https://www.bisco.com/

When's the last time you reviewed your office policies? Regular check-ins keep your practice running smoothly and your team on the same page. In this episode, the DPH coaches share how they've updated their own policies to reflect today's workplace, cut down stress, and avoid playing favorites.Get tips on managing cell phone use, stopping patients who start recording in the chair, and creating policies that are fair to all employees. Plus, find out how staff discounts can strengthen your team and grow your practice!Topics discussed in this episode:Evolving cell phone policiesHow to handle cell phone use by patientsAppearance policies: tattoos, piercings, and apparelCreating fair, consistent policiesThe benefits of employee discountsWhy you need updated policies in your practiceText us your feedback! (please note: we cannot respond through this channel))Join our Online Mastermind Community with All the Training, Systems, and Plug and Play Protocols for you and your team. https://www.dentalpracticeheroes.com/DPHcoaching 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.

Learn more about Black Spectacles ARE 5.0 exam prep here: https://www.blackspectacles.com/pricing. Join Black Spectacles and architect Chris Hopstock to learn the best study strategies for passing the PcM exam. On this episode of ARE Live, we walk through a mock exam for the Practice Management division of the ARE 5.0. You'll learn about the PcM exam and we'll cover topics related to disclosing conflicts of interest in public advocacy, calculating not-to-exceed fees with contingency, choosing fee structures for different project phases, identifying non-billable vs. billable work tasks and determining utilization rate from weekly timesheets. Timestamps: 3:50 - Question No. 1 7:58 - Question No. 2 16:48 - Question No. 3 32:14 - Question No. 4 37:48 - Question No. 5 See previous episodes or register for the next ARE Live at https://www.blackspectacles.com/podcast

Adding value to clients is a core value over here at the Efficient Advisor. Today's episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we're looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today's guest, Blake Brewer, is something really special. He's on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients' lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It's that cool. And, at the end of the episode I'm going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact….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!

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.

What would happen if your entire dental team quit tomorrow? Rather than just a nightmare scenario, this thought experiment reveals critical insights about your practice's foundation. I share the story of a dentist who actually experienced this situation—when he laid out his vision for the practice and gave his team of seven the option to leave if they didn't align with it, five walked out. Surprisingly, this became one of the best things that ever happened to his practice.Ready to transform your practice with proven systems and leadership strategies? Visit dentalpracticheroes.com to explore our one-on-one coaching opportunities and work with someone who's been exactly where you are.Text us your feedback! (please note: we cannot respond through this channel))Join our Online Mastermind Community with All the Training, Systems, and Plug and Play Protocols for you and your team. https://www.dentalpracticeheroes.com/DPHcoaching 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.

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!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings

Trilokraj Tejasvi, MD, MBBS interviewed by Brad P. Glick, DO, MPH, FAAD

Tune in to hear:What is the idea of Lindy's Law, also known as The Lindy Effect? What is statistician Nassim Nicholas Taleb's unique take on this?How has an acceptance of our finitude been expressed, and even celebrated, by cultures all over the world?What is the Zen Buddhist concept of “Satori” and what can we learn from it?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

You can be a great dentist and still struggle to grow — and here's why: your mindset. It's what keeps some practice owners stuck and helps others build the type of practice they want.In this episode, find out how to shift out of "survival mode" and run your business instead of just working in it. From perfectionism and fear to day-to-day fundamentals, we discuss common mindset traps and habits that stall growth and how you can move past them. Tune in for tips to build a strong team and become a better leader!Topics discussed in this episode:The mindset of successful practice ownersFundamentals of an efficient dental practiceCommon mental roadblocks to growthTips to accelerate growth and lead more effectivelyWhy you should stress test your practiceText us your feedback! (please note: we cannot respond through this channel))Join our Online Mastermind Community with All the Training, Systems, and Plug and Play Protocols for you and your team. https://www.dentalpracticeheroes.com/DPHcoaching Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking Here 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.

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!  In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.   What You'll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors  ✅ How to avoid common tax-reporting mistakes that cost clients  ✅ The power of proactive CPA collaboration and how to simplify the process  ✅ Easy, actionable tax planning strategies for advisors at every level  ✅ How to build repeatable systems for tax conversations all year long  Tax planning doesn't have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 

In this episode of Coach's Corner, Richard and Caitlin dive into the challenges of analysis paralysis—that overwhelming feeling of having too many options and struggling to take action as a practice owner. They discuss decision-making frameworks, managing attention and focus, and avoiding the trap of endless learning without execution. Whether it's dealing with daily operations, implementing new systems, or choosing which advice to follow, this episode provides actionable strategies to filter the noise, prioritize effectively, and actually get things done.Visit https://sharedpractices.com/events/ for all of our upcoming events!

Ever struggled with hygiene cancellations while simultaneously facing a backlog of patients desperate for appointments? You're not alone, and there's a brilliant solution hiding in plain sight.What makes this approach so powerful is its triple benefit structure. Your practice maintains a more predictable schedule and improves productivity. Your patients gain more consistent access to care when they need it. And your local community organizations receive much-needed support. It's a win-win-win that aligns perfectly with modern dental practices that aim to be forces for good beyond their clinical contributions.Ready to transform your practice's cancellation policy while making a real difference in your community? Try this approach and email us at dentalpracticeheroes@gmail.com to share your results. For more innovative practice management solutions and to join our community of growth-minded dental professionals, visit dentalpracticeheroes.com and become part of the DPH Hero Collective today.Text us your feedback! (please note: we cannot respond through this channel))Join our Online Mastermind Community with All the Training, Systems, and Plug and Play Protocols for you and your team. https://www.dentalpracticeheroes.com/DPHcoaching 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.

Kevin M. Crawford, MD, FAAD interviewed by Mona Sadeghpour, MD, FAAD

Other highlights include:-Why “dialing in your dashboard” can help advisors focus on what matters most.-How task management, client demographics, and time allocation metrics can drive more informed decision-making.-Why tracking centers of influence and referral pipelines is critical for long-term growth.-The difference between having data - and actually using it to improve performance.-How custom dashboards can help teams of all sizes stay aligned and efficient.If you're an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today's competitive landscape, it's not just about having data - it's about knowing how to use it.Visit www.JEDISolutions.com today!

Tune in to hear:What were some of the catalysts for The Great Chinese Famine and what does this teach us about unintended consequences?What did Nietzsche have to say about the important role suffering plays in our lives and personal growth?What is congenital analgesia and what does it teach us about the protective role of pain?Why do some scientists believe depression plays an important evolutionary role and what role might it play?What is post-traumatic growth?LinksThe Soul of WealthConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

Startup practice? Avoid years of chaos by scheduling to productivity from day one. Dr. Bruce Baird shares exactly how to design your schedule, case presentation, and clinical time to maximize growth while minimizing stress.

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!What you'll learn in this episode:The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiencesThe role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firmHow to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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!

Dr. Carolyn Strom joins host Dr. Joel Berg to discuss the impact of literacy on how the brain continues to learn and process information. Dr. Strom shares her experience as a first-grade teacher in an area with high rates of intergenerational illiteracy and how her interactions with parents and students led her to dive deeper into the neurosciences of learning and comprehension, particularly in relation to dyslexia. She speaks to how implementing the science of learning matters as the brain learns new skills – and how this thinking can also be utilized in the dental sphere. Guest Bio: Carolyn Strom is a clinical professor, reading specialist, and former first grade teacher. She collaborates widely with school districts, families, educators, and ed tech companies to bridge the disconnect between neuroscientific research and educational practice. Dr. Strom is a recent recipient of NYU Steinhardt's Teaching Excellence Award and has published her work in The Reading Teacher, The Reading League Journal, and The Handbook of Learning Disabilities. She maintains a clinical practice in New York working with children who have dyslexia. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

One decision can change everything. In this episode of Ask George, we reveal why buyer's representation isn't optional—it's essential. George and Richard share the biggest mistakes pre-owners make and how to spot a growth-ready practice before someone else does. Don't miss this masterclass in practice acquisition strategy.

How can you keep your team, grow your practice, AND reclaim your time? Discover how Dr. Ryan Bradley did all three without burnout, spending big on marketing, or micromanaging his team. We talk about what worked to reduce turnover through a merger, create work-life balance, and scale while cutting back clinical days. Tune in to learn how working less can actually help you grow your practice faster!Topics discussed in this episode:How to successfully take over a practiceBuilding a culture that reduces turnoverChallenges expanding from 4 to 8 opsMaintaining low turnover through a mergerStrategies to achieve work-life balanceAvoid these common growth mistakesWhat it takes to be a good leader and practice owner Text us your feedback! (please note: we cannot respond through this channel))Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch. Mention DPH and get your first month FREE!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 episode, we'll explore the three key pillars of a successful dental practice: People, Processes, and Production. We'll discuss why a strong team culture is the foundation of any thriving practice—one that values good character, accountability, and collaboration. Our guest is Dr. David Rice, the founder of igniteDDS. He is a popular speaker and writer, editorial director of DentistryIQ and leads a team-centered restorative and implant practice in East Amherst, New York. To learn more about Dr. Rice visit ignitedds.com.

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're tackling a challenge many financial advisors face: how to politely and confidently communicate that there's a fee for your time, expertise, and services outside your core offerings. You'll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy.We'll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn't mean cheap, and your efficiency is a gift—one worth charging for.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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 episode, Dustin Burleson sits down with the powerhouse leadership team behind Rock Dental Brands to answer one of the most pressing questions in modern dentistry and orthodontics: How do I avoid choosing the wrong DSO?You'll hear directly from CEO Kristi Casey, Chief Development Officer Spencer Lunghino, and Co-Founder Dr. Mark Dake as they share a transparent look into the origins, philosophy, and strategic direction of Rock Dental Brands. Together, they bust myths around private equity, clinical autonomy, and growth timelines—and reveal what doctors should really be asking before joining a DSO.If you're a dentist, orthodontist, or specialist considering your next move, this episode is a must-listen. What You'll Learn:The real story behind private equity in dentistry—where the money comes from and how it worksWhy not all DSOs (or equity structures) are created equalHow Rock Dental Brands evolved from a doctor-led support model to a nationally respected DSOThe biggest myths around clinical autonomy, ownership, and growthWhy Rock's equity model is designed to treat doctors fairly—and how that differs from joint venturesHow to reverse-engineer a smart partnership decision using Charlie Munger's “invert and avoid” philosophyWhat questions to ask during DSO due diligence (and how to avoid future regret) Key Quotes:“We were built to be proud of the work we're doing 50 years from now." —Dr. Mark Dake“You're not giving up control of your practice. You're gaining part of 110 practices.” —Kristi Casey Connect with Our Guests:Spencer Lunghino – spencer.lunghino@rockdentalbrands.comrockdentalbrands.com Resources Mentioned:GreyFinch Practice Management SoftwareDentiCon by Planet DDSVistria Group – Private equity partner of Rock Dental Brands 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

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

Dr. Brady Smith joins Dr. Richard Low for a raw, hilarious, and insightful conversation about the wild turns his dental career has taken—from owning Comfort Dental franchises to building a hygienist-less group practice, launching comedy shows, and pioneering charitable dentistry. They explore Brady's bold social media strategy, his unfiltered patient interactions, and how making dentistry fun again can redefine fulfillment. Whether you're into practice ownership, stand-up, or scaling without hygiene, this episode is a must-listen.

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!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today's episode, we'll discuss why it's time to ditch the traditional “annual review” and what to do instead. You'll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need.

Cameron discusses the essential elements of running a successful medical practice. He emphasizes the importance of treating practices like businesses, understanding the deeper motivations behind patient care, and the transformative impact of aesthetic services. He shares insights on building emotional connections with patients, effective communication strategies, and the need for a sustainable business model that prioritizes patient experience. He concludes with a forward-looking perspective on the growth potential of the aesthetic industry.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Every practice must be run like a business.Understanding your 'why' is crucial for success.You're not just selling services; you're selling transformation.Practice owners are artists, creating life-changing results.Burnout is a real challenge for entrepreneurs.Every patient interaction is a chance to build emotional connections.Effective communication is key to patient retention.A sustainable business model is essential for growth.The aesthetic industry is poised for significant growth.Helping patients should be the primary motivation.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/

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future.Key Takeaways:How AI and automation are reshaping financial planningWhy relationship currency is no longer enough to retain clientsThe importance of proactively delivering value before clients askStrategies for engaging the next generation of clientsRethinking fee structures to align with the modern advisory modelAdam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it's time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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 episode of the Shared Practices Podcast, Dr. Richard Low and Dr. Alex Sharp tackle an important question: Once you've built a thriving practice and reached financial success, what's next?Most dentists focus on growing their practice and increasing income, but after hitting a financial milestone, the next steps become less clear. Richard and Alex explore the challenges, mindset shifts, and opportunities for investing beyond the dental practice.

You might be missing out on tens of thousands in tax savings and not even know it. But all that can change with the help of a dental CPA. Mike Bark of Bull Moose Financial joins me today to talk profitability, tax mistakes and strategies that dentists overlook far too often.We dive into the tax landscape of dentistry, explore what a good dental CPA can do for your practice, and unpack how shifting your tax entity could be the smartest move you make this year. If you want to save more next tax season or find out how to benchmark your practice's performance, this episode is packed with insights you won't want to miss!Topics discussed in this episode:Why you should hire a dental CPACommon tax mistakes in dental practicesS corporation vs. C corporation vs. LLC Rising staff costs and labor shortagesBusiness deductions: home office, vehicles kids on payrollBull Moose Financial's approach to dental servicesConnect with Mike Bark:https://www.bullmoosefinancial.com/mbark@bullmoosefinancial.com(414)-759-9629Special offer: Mention the Dental Practice Heroes to waive the $2,500 onboarding fee at Bull Moose Financial!Text us your feedback! (please note: we cannot respond through this channel)) Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch. Mention DPH and get your first month FREE!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.

On this episode of Best Dental Marketing, we review how Dentists can reignite their passion for their profession by embracing new technologies, services, or techniques that genuinely excite them, rather than simply following industry trends or competitors1. We also explore the importance of stepping slightly outside one's comfort zone, continually learning, and even producing original content—like podcasts or video series—to keep both the Dental team and Patients engaged and inspired. To learn more about how Empowered Dentist can help you take back your life, please visit: https://empowereddentist.com/  

Running your day with intention doesn't have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you're in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things.Here's how Libby sets herself up to lead each day instead of react to it.What you'll learn in this episode:How to end the day before with planning the next day outThe difference between time blocking and actually assigning tasksHow to identify your “Big 3” priorities and protect themThe simple gratitude practice that grounds you before the chaos hitsHow white space can either be intentional—or where productivity goes to dieIf you've ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it's not the one she used to love).Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead.Linked resource: Libby's current fave → Full Focus PlannerRegister for the Financial Planning in 10 Minutes Webinar Here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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!

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn't), this conversation is packed with insight and “ah-ha” moments

In this Coach's Corner episode, Richard and Caitlin dive into one of the most common challenges for practice owners—getting their team to truly buy in. Spoiler alert: It's not about throwing more money at the problem! They break down three key areas that drive real engagement: genuinely caring about your team, defining the “why” behind your practice, and clearly communicating your vision and expectations. If you've ever felt frustrated by a disengaged team, this episode is for you.

Our guest today, Dr. Sara Kuckhoff, is a general dentist from Michigan who has been out of dental school for six years. She has fully embraced the mindset of continuous growth. She'll share her journey, how she pursues her passions, and why that pursuit has helped her not only enjoy her profession but also feel more confident and fulfilled as both a person and a dentist. Whether you're a new dentist just starting or a seasoned professional looking for fresh inspiration, this episode will remind you why setting goals, staying engaged, and keeping an open mind to learning can make all the difference in your career.

Everyone is feeling the heat of tax season. Whether it's clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.And listen, I get it. You want to help these clients. You care. But at the same time, you're frustrated because they've had 15 MONTHS to do this—and you've sent the reminders! I can still feel that tension from when I was in the trenches myself.This used to happen to us every year. Until one year, we decided: NO MORE.In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I'm sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity.Tax season doesn't have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout.Tune into this week's episode for the full breakdown—and walk away with a plan you can actually use. Let's make next tax season feel a lot less frantic. You've got this!

Every dentist dreads it: the day a case turns into a lawsuit. And often, it's not the actual dentistry that gets you.In this episode, Dr. Taher Dhoon gets candid about a worst-case scenario he's facing in real time. He shares what mistakes opened the door to litigation, and the steps every dentist can take to avoid the same fate. You'll learn best practices for case management, tools for documenting consent, and how to use the CANDOR process to resolve issues before they escalate.Don't wait for a lawsuit to test your systems — find out what to fix now!Topics discussed in this episode:The missteps that lead to a lawsuitWhy relationships and follow-ups matterWhen and how to initiate the CANDOR processNavigating the CANDOR processHow to protect yourself from litigationGet more information on the Colorado Surgical Institute:https://www.coloradosurgicalinstitute.com/Text us your feedback! (please note: we cannot respond through this channel)) 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.

Tune in to hear:What is Rudyard Kipling's poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualities of the investors who fare best in turbulent markets?What roles does EQ (Emotional Intelligence) play in investment decision making?What are some practical steps for remaining calm in a churning world?Why is “sleeping on it” such powerful advice when it comes to investment decision making?How can we anchor to non-financial metrics to regain a measure of control during market downturns?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1048-U-25099

Great dental practices share one essential quality: exceptional team communication. Yet many offices struggle with ineffective meetings that drain energy rather than build momentum. Drawing from 13 years of practice management experience, I reveal how my team transformed frustrating, head-spinning meetings into productive sessions that actually strengthen our culture.Remember when your practice was small and communication seemed effortless? Those casual, unstructured catch-ups worked beautifully until your team grew beyond 7-8 people. Suddenly, meetings became chaotic—discussions wandered aimlessly, people disengaged, and you left feeling more confused than when you started. Sound familiar?Through years of trial and error, we've discovered five game-changing elements that revolutionized our team meetings. These strategies have transformed our meetings from dreaded obligations into powerful tools for team alignment and practice improvement. The results speak for themselves: team members leave feeling connected and energized rather than drained and frustrated. You'll discover practical ways to implement these changes regardless of your practice size or current meeting structure.The quality of your team meetings directly reflects the health of your practice culture. If your meetings aren't currently building that culture, it's time for a meeting makeover. Try these proven strategies and experience the difference a well-structured meeting can make in your practice's communication, collaboration, and overall performance.Text us your feedback! (please note: we cannot respond through this channel))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.

Expanding a dental practice is an exciting but high-stakes challenge. In this episode of Ask George, Richard and George take a deep dive into the operational and financial realities of scaling up. From hiring the right office manager to streamlining systems for efficiency, they discuss the critical steps that can make or break a growing practice.The discussion also touches on the financial stress of expansion, how to prepare cash reserves, and why managing risk wisely can mean the difference between a thriving multi-doctor office and a financial disaster. Whether you're adding an associate or considering a large-scale expansion, this episode offers real-world strategies and key insights to help you navigate the process successfully.

In this episode of the Shared Practices Podcast, Dr. Richard Low interviews Dr. Simon Wu about his journey from associate to successful practice owner in Southern California. Dr. Wu shares how he navigated the challenges of buying a practice with high overhead and low new patient flow, the strategies he used to turn it into a thriving business, and the role coaching played in his success. Listeners will gain insights on evaluating practice opportunities, negotiating PPO fees, and scaling a practice while maintaining work-life balance.