Podcasts about Practice management

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026

Most practices don't fail for lack of systems—they fail because accountability shows up late, tense, and inconsistent. We unpack a practical way to fix that with the CVI method—curiosity, validation, and invitation—so your team follows through without fear, defensiveness, or drama. You'll hear why “laminated” SOPs stall, how delayed feedback normalizes noncompliance, and how reframing protocols around patient outcomes and team fairness wins real buy-in.If this resonated, share it with a colleague, subscribe for more practical leadership tools, and leave a 5-star review on Apple Podcasts so others can find the show. Got questions or want support? Book a free strategy call at dentalpracticeheroes.com/strategy.Join us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth's sake

Join Drs. Jensen and Richey on Dean's Chat as we sit down with Cindy Pezza, PMAC — an expert in podiatric practice management with years of real-world success helping clinics scale, streamline operations, and strengthen leadership culture. In this episode, Cindy breaks down what separates thriving podiatry practices from the rest, including systems that actually work, leadership strategies that build trust, and financial insights every DPM should understand. Whether you're a practice owner, office manager, associate, or resident preparing for leadership, this conversation is packed with actionable takeaways you can implement today.

Ready to stop being the bottleneck in your practice? In this powerful Ask George episode, George and Richard unpack exactly how to delegate without losing control—and why building leaders is the key to exponential growth. From patient ownership metrics to hiring the right office manager, you'll learn how to reclaim your time, energize your team, and scale with confidence.

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

Let's face it—no dentist got into ownership to handle HR headaches. Richard chats with Jill from HR for Health about how to finally stop worrying about HR. They cover everything from time-off tracking and employee handbooks to preventing team drama before it starts. Turns out, “compliance is caring”—and HR doesn't have to suck.

Ever feel like your checklists are getting longer while your problems get louder? We shine a light on the quiet force that stalls growth in so many dental practices: the truth everyone knows but no one says. Borrowing the concept of “mokita,” we explore how unspoken issues infect culture, erode patient experience, and drain profit—then we show you how to end the silence without blowing up your team.We walk through a simple, repeatable framework for tough conversations: Ask permission, State how you feel, Share the issue clearly, and Seek to understand. You'll hear how this approach lowers defensiveness, creates psychological safety, and replaces gossip with honest dialogue. From chronically late hygiene schedules to front desk friction, we unpack how to distinguish a process problem from a conversation problem, and why addressing the latter first makes your systems actually work. Real-world examples reveal how a single candid talk can outperform a dozen SOP tweaks.By the end, you'll have a practical script for tackling your biggest cultural bottlenecks and a weekly challenge to surface one mokita and resolve it. Expect fewer energy leaks, stronger accountability, and a smoother, more profitable practice that runs on trust. Ready to lead with clarity and courage? Listen now, then share the first hard conversation you'll start today—and subscribe for more tools to build a team-driven practice.Join us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

Every time a team member asks for a raise, the pressure is instant — but it doesn't have to be. In this episode, find out how to talk money with your team, set clear expectations, and lead raise conversations without it getting awkward. We explore inflation, bonuses, and systems that give your team a clear path for growth without blowing up your payroll. Listen now to take the stress out of every raise decision!Topics discussed:The trap of throwing money at problemsMistakes owners make when asked for a raiseHenry's dental assistant ladder and pay scaleHow to avoid losing team members when you say “no”How bonuses impact pay decisionsHow to handle the inflation and market pay argumentHow to stay competitive and keep team members happyThis episode was produced by Podcast Boutique https://www.podcastboutique.comeamsGet Free DPH Trainings,  Download the App and Join our Community!  CLICK HERE GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook 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 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.

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through.

Tired of choosing between a great personality and plug-and-play experience? Richard and Caitlin show how real-world SOPs let you hire for attitude, train the skills, and stop feeling held hostage by turnover. Plus: easy ways to draft manuals with AI and keep a steady pipeline of candidates.

If you've ever felt like the glue holding your practice together, this conversation will challenge that belief and give you a new playbook for freedom. We unpack a counterintuitive idea—the Void Principle—where you stop filling every gap so your team has to step in, decisions spread, and systems mature. Through the story of Dr. Lance, a high-output dentist who cut his clinical days and raised income yet still feared taking more time off, we show how real autonomy arrives only when the owner steps back on purpose.Ready to trade heroics for a practice that runs without you? Subscribe, share this with a colleague who needs it, and leave a quick five-star review to help more owners find the show. Want personalized help designing your freedom plan? Book a strategy call at dentalpracticeheroes.com/strategy.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 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.

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.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!Learn more about the Group Coaching & Mastermind HERE! 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! 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.

Tune in to hear:What does Swiss-born British author Alain de Botton have to say about Macbeth's cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?How does storytelling make a truth durable in our minds by linking an idea to an ego?Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?How can Albert Ellis' “ABC Model” help us counteract irrational thoughts and cognitive distortions?What is an exercise you can work through to help correct detrimental self-speak?What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 3328-U-25338

If you're a dental practice owner that truly enjoys the clinical part of dentistry but would prefer not to be involved with many of the other facets of owning a practice you may want to look into a DPG, dental partnership group. DPGs will allow you to take some money off the table by selling a minority ownership in your practice. You remain the majority owner with full autonomy. To tell us all about it is Dr. Weston Spencer, Chief Dental Officer for SPP and a practicing general dentist in La Jolla, CA. Thanks to our episode sponsors: VOCO America - https://www.voco.dental/us/ NSK America - https://www.nskdental.com/

This bonus episode of DermSurgery Digest features interviews recorded live at the 2025 ASDS Annual Meeting to provide the top pearls, insights and takeaways from the premier dermatologic surgery meeting of the year, held in Chicago, IL, on Nov. 13-16, 2025. The practice management, surgical oncology and reconstruction sessions discussed, and the contributors featured are: Knots and Bots: Dermatologic Surgery in the Era of AI featuring Drs. Daniel Schlessinger and Kyle LauckBeyond the Textbook: Controversies in Cutaneous Oncology and Dermatologic Surgery featuring Drs. Jordan Lim, David Carr and Kathryn ShahwanUnlocking the Job Search: Tips for Residents and Early Career Physicians featuring Drs. Mona Sadeghpour and Yssra SolimanSkin Substitute Alternatives for Recalcitrant Postoperative Wounds featuring Drs. Tara Jennings and Ally-Khan SomaniAdvanced Reconstruction featuring Drs. Tara Jennings and Naomi Lawrence This podcast is hosted by Dermatologic Surgery Digital Content Editor, Naomi Lawrence, MD, and co-hosted by Michael Renzi, MD. Dermatologic Surgery is the official publication of the American Society for Dermatologic Surgery.Cosmetic dermatologic surgery sessions are featured in a separate episode. Your feedback is encouraged. Please contact communicationstaff@asds.net.

Recorded live in Lisbon at a Seiko resilience workshop, this episode is aimed at you if you own or run an independent practice and feel like you are carrying a lot on your shoulders.You will hear how to:• Use higher average dispense to create more breathing space• Present prices so patients feel comfortable saying yes• Turn everyday interactions into genuine eyewear conversations• Shape an experience patients remember and talk about• Reduce the risk of your business depending on one personIf your diary is full but it still feels like hard work to make the numbers add up, this is worth a listen. To get a copy of the slides from the Lisbon workshop, email Lacey at info@opticalsuccessacademy.com. 

Most dental offices don't have an office manager problem—they have a role definition problem. We promoted the best front desk performer, gave them a title, and then left them buried in tasks with no roadmap for leadership. In this conversation, I share the exact KPI-based bonus system that transforms a “super admin” into a true leader who aligns team behavior with the practice's goals and delivers measurable growth.Ready to align behavior with results and build a practice that runs without you? Subscribe, share this episode with a fellow practice owner, and leave a review to tell us which KPI you're prioritizing next.GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook 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 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.

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

In Part 2 of Thor's return to Practice Under Water, George and Thor tackle the complexities of scaling a thriving $2.5M practice. From facility constraints to associate performance and insurance strategy, this episode offers a real-time masterclass in transitioning from hustle-based growth to systems-driven sustainability.

On today's episode, we're talking with an inspiring young dentist whose story is nothing short of amazing. Meet Dr. Luis Abrahante—he came to the U.S. from Cuba at just 18 years old, not knowing a word of English. Fast forward to age 31, and he's already paid off his dental school loans, bought his own practice, and turned it into a fully digital, high-end aesthetic dentistry hub. He shares with us how he did it along with his favorite dental materials.

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

In this season-finale episode of The Burleson Box, Dustin Burleson is joined by longtime collaborator and digital marketing pioneer Jimmy Nicholas for a wide-ranging conversation on how artificial intelligence is actively reshaping dentistry and orthodontics.Their story goes back more than a decade to the Dan Kennedy GKIC days, a marketer-of-the-year competition, and the early experiments that turned Google into one of Dustin's top sources of new patients. Now, after selling his agency and sitting out a non-compete, Jimmy returns with a new focus on AI, compliance, automation, and what he calls “simple alignment” across marketing, operations, and team communication.This conversation moves well past surface-level AI hype. Dustin and Jimmy unpack what is actually working right now inside real practices, what most doctors still misunderstand, and where real opportunity exists heading into 2026.You will hear why Answer Engine Optimization, or AEO, may soon matter more than traditional SEO, how AI is changing follow-up systems, phone automation, and patient communication, and why most medical and dental websites are still invisible to large language models. They also discuss the risks that come with careless AI use, including HIPAA violations, hallucinated data, and unreliable financial calculations.This episode is essential listening for any practice owner who wants to stay competitive, protect their team's time, and apply AI with discipline rather than guesswork.Resources Mentioned:AI Beta Group (Free Community)Wealthy Entrepreneur Strategy Consultations ***The Burleson Box is brought to you by OrthoFi:Grow More. Worry Less. Simplify Your Practice with OrthoFi.Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.Click below to learn more:OrthoFi.com*** 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tune in to hear:What does the Japanese Tea Ceremony, Chanoyu, symbolize beyond the ritualized preparation of tea? Why are rituals so important and how can we incorporate ritual into our modern lives?What did Polish Anthropologist Bronislaw Malinowski discover about the importance of fisherman's rituals in Papua New Guinea?How can rituals ease neural tension after a difficult day and give us a sense of control during chaotic times in our lives?Why is active participation in a ritual a prerequisite of reaping their potential benefits?How do we, practically, go about ritualizing our own life purpose? LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 

Join us for Episode 65, where Dave welcomes Chris Brady, Senior Vice President and Director of Practice Management, as well as a renowned national speaker at Pacific Life Insurance. In this engaging episode, they explore the essential elements of effective leadership, with a particular focus on the importance of trust. Dave and Chris will discuss the process of reinvention, the courage to make bold decisions, the art of public speaking, and the necessity of stepping outside our comfort zones. Don't miss this insightful and inspiring conversation!

In this episode, Dr. Carla Cohn will share her story—how she overcame early challenges, redefined her career on her own terms, and why she believes that when you're passionate about something, you should go after it fearlessly. She believes that delaying action will only hold you back from doing what you truly want. Her motto? "Start before you think you are ready." Dr. Cohn is a general dentist with over 30 years of clinical experience. She practices in Vancouver, Canada. She is a sought after speaker and the founder of Litsmileacademy. Thanks to our episode sponsors: Solventum - https://www.solventum.com/en-us/home/oral-care/ BISCO - https://www.bisco.com/

Ever feel like your day moves at the speed of the slowest checkout lane? We unpack the hidden inefficiencies that quietly drain hours, stress your team, and shrink profit—then replace them with simple, durable systems that make your practice feel calm, fast, and predictable.We start with the most common culprit: unprepared operatories. You'll hear how to standardize rooms for the 90% of procedures you do most, set visual par levels, and stop the scavenger hunts that interrupt care. From there, we attack duplicate admin work—re-explaining fees, reprinting treatment plans, and rescheduling canceled visits—and show how firm pre-collection policies and clean financial consent cut out second touches. The result is less confusion for patients and fewer fire drills for your front desk. Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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! 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.

Pediatric dentist and entrepreneur Dr. Ashley Lerman joins little teeth, BIG Smiles to chat with Dr. Berg about her company First Grin and how its unique approach to teaching families about oral health care. Dr. Lerman shares how First Grin was born out of her experience right out of residency, working in a clinic, seeing dozens of high-risk patients a day who often had little-to-no prevention knowledge. She explains the original First Grin kit designed for expectant parents to set families up for success with the tools and knowledge needed for at-home preventive care. Dr. Lerman also delves into how First Grin is finding success partnering with payers and hospital networks to flag early oral health care as a priority issue amongst medical professionals outside of dentistry. Guest Bio: Dr. Ashley Lerman is a board-certified pediatric dentist, public health advocate, and founder of First Grin, a digital prevention platform that brings oral health into everyday family life. Through First Grin's app and educational kits, she helps families, payers and health systems connect dental care with overall wellness, starting in pregnancy and continuing through childhood and beyond for adults. Dr. Lerman works with major payers, employers, and baby registry partners to make preventive oral health education more accessible at-scale. Her work focuses on building sustainable tech – enabled models that improve engagement, reduce stress, reduce disease, and make oral care easier for families to start early and stick with over time. She's also the voice behind @pediatricdentistmom, a popular social media platform reaching millions of parents for its relatable evidence-based guidance on children's oral health. Her approach blends clinical expertise with empathy, helping parents build healthy habits without guilt or overwhelming them. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alina Bridges, MD, FAAD interviewed by Ryan Hick, MD, FAAD

In this episode of Practice Under Water, returning guest "Thor" shares how he grew his suburban dental practice from $700K to $2.5M in just four years. George helps him evaluate the next strategic step—moving, expanding, or embracing a pseudo-specialist role—all while preserving income and quality of life.

Are you ignoring a crucial part of your practice? In this episode, we're talking about the front desk. It's one of the most overlooked areas in dentistry, yet can also make or break case acceptance and production. Tune in to learn how to train your front desk to talk money, close treatment, and follow up the right way!Topics discussed:Why training is crucial for front deskDo you need a treatment coordinator?Key factors to closing treatmentFollow-up systems that boost case acceptance treatmentHow to coach your team and set them up for successThis episode was produced by Podcast Boutique https://www.podcastboutique.comTitle Options:The #1 Case Acceptance Bottleneck Dentists IgnoreYou're Losing Cases at the Front Desk — Here's How to Fix ItStop Ignoring the Front Desk (It's Costing You Thousands)How to Train Your Front Desk So Patients Say YesThe Front Desk Training Every Dentist Skips (And Pays For) Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

Ever follow a GPS with total confidence only to realize it's steering you the wrong way? That's how ownership can feel when mindset traps masquerade as good guidance. We dig into three hidden patterns that quietly create burnout for dental practice owners and map out a better route built on leverage, systems, and leadership. Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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! 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.

Kick off 2026 with a plan that actually sticks. George walks through choosing your practice vision, pinpointing your #1 bottleneck, and installing a weekly operating rhythm so growth stops being random. Pick your avatar, align your team, and make the calendar turn count.

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.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!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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! 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.

Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management, about developing and sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decision-making, and the client experience and offers insight into staying aligned as teams grow and evolve. He also highlights how advisors can translate these principles into daily practice, strengthen firm identity across generations, and communicate a clear, consistent message to clients.

Tune in to hear:How did Florence Nightingale transform the healthcare landscape in her time?How did Rachel Carson and her book, Silent Spring, call for a greater awareness of environmental degredation and a heightened awareness of the fragility of our planet?Why did Norman Borlaug win The Nobel Prize, The Presidential Medal of Freedom and The Congressional Gold Medal? Where can his legacy be seen in the present day?Why does participating in activism lead to a greater sense of wellbeing?Why are greater levels of activism also correlated to greater physical health?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 3005-U-25304

Dechert co-chair and PE and M&A partner Mark Thierfelder talks about embracing the intense nature of corporate practice, why lateral hiring is critical for his firm and his affinity for hobbies that force him to forget about work.

What if the biggest reason patients delay necessary care isn't price or insurance, but the quiet doubt in our own voices? We dig into the hidden driver of case acceptance—front desk mindset—and show how two simple defaults transform conversations at checkout: assume the patient can afford the treatment and assume the patient wants the treatment. When that belief is solid, tone, body language, and word choice snap into place, and patients feel confident moving forward.Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom 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.

Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.

Richard and Caitlin break down a four-part framework for practice vision—anatomy/scale, philosophy of care, team culture, and life design—and show how to use it to drive buy-in, staffing math, and bottleneck-based prioritization. Learn cadence tips for communicating vision, preventing change fatigue, and creating clear pivot points that reduce burnout.

When team members push back on production or growth, it's rarely about the numbers or your systems... it's about clarity. True buy-in comes from showing your team why growth matters and how it benefits everyone, not just the practice. In this episode, learn how to create true alignment with your team, track the right metrics, and talk about money and growth without sounding like a greedy owner!Topics discussed:Why teams are resistance to changeHow to align your team around a shared visionLeading vs. lagging indicators of successSetting boundaries and non-negotiablesTips for talking about money without sounding greedyHow transparency drives team buy-inThis episode was produced by Podcast Boutique https://www.podcastboutique.comLearn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom 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.

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.

Tune in to hear:How can southern author Flannery O'Conner's emphasis on the importance of truth be seen in both her writing and the way she lived her life?What did German-American psychoanalyst Erich Fromm have to say about the difference between the “having” and the “being” modes of existence? Also, what can Tennyson's and Basho's poems on flowers teach us about each mode of existence?How does contemporary advertising encourage us to confuse having and being?Why does a focus on having often come at the expense of being?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2978-U-25303

Join George Hariri and Richard Low as they dive into the real-world applications of AI in dental practice management. From co-diagnosis tools and automated SOP creation to marketing insights and team performance reviews, they explore how dentists can harness AI today—and what's just around the corner.

Struggling with low reimbursements and PPO chaos? In this eye-opening episode, Richard Low and Clint Johnson reveal the exact process for climbing the “PPO Profit Ladder,” negotiating higher fees, and simplifying your practice's insurance landscape—while boosting your bottom line and your peace of mind.