Podcasts about Practice management

Tune in to hear:What can we learn from circus animals about learned helplessness and how can we free ourselves from the chains of a small existence we feel we can't escape?What are the positive and negative implications of habituation? How does it serve us evolutionarily and how can it hold us back?How does habituation affect the joy we get from our favorite songs and how can we renew this joy when we've overplayed a song?How can we change things up to disrupt our status quo and tendency for habituation?Why is diversifying your experiences, and your life overall, just as vital as diversifying your portfolio?What does Existentialist Jean Paul Sartre mean by his example of a waiter who is “playing at being a waiter in a cafe?” What does Sartre mean that he is acting in “bad faith” and how can we think about this in our own lives?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2371-U-25246

Ever wonder why you're constantly busy but your practice isn't growing? The answer lies in understanding the critical difference between maintenance work and true business building.As dental practice owners, we often mistake activity for productivity. We spend countless hours handling payroll, ordering supplies, managing schedules, and answering endless staff questions. These tasks give us the satisfaction of checking boxes, but they're merely keeping the lights on rather than creating growth or freedom. They're what I call "playing office" rather than working on your business.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 the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination that fueled her success. Dr. Matossian reflects on the growth of her solo practice into a thriving multi-location enterprise with 14 physicians and over 90 employees. She emphasizes the importance of delegation, transparency, and staff empowerment in building an efficient, patient-focused practice. Her insights into practice management include implementing scribes to reduce physician burnout, investing in proper business education, and hiring skilled managers to bring structure and professionalism to the organization. She also highlights her personal approach to financial planning, beginning with small investments guided by a trusted advisor, which laid the foundation for long-term financial success. The conversation also explores Dr. Matossian's involvement in industry innovation, her leadership in clinical trials, and her founding of GPOptho, a group purchasing organization designed to help practices lower costs through collective buying power. She shares valuable advice for physicians considering private equity transactions, stressing the importance of preparing years in advance and selecting the right advisors. Ultimately, Dr. Matossian underscores the critical need for physicians to educate themselves on the business of medicine early in their careers, pairing clinical excellence with sound financial and practice management strategies. 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!

In this legal-focused edition of The Rainmaking Podcast, Scott Love speaks with Camille Stell, co-author of Respect: Insights to Attorney Compensation Plans. Together, they explore why compensation is more than just numbers—it's about respect, transparency, and culture. Camille explains how lawyers often interpret pay as a measure of personal value, which can make compensation discussions emotionally charged. She shares insights into the complexities of law firm compensation, including the influence of multiple committees, the challenges of integrating laterals, and generational expectations around transparency. Camille also highlights how compensation strategies shape firm culture, impact collaboration, and affect retention and succession planning. She outlines emerging trends, such as rewarding team contributions, expanding non-equity career paths, and building transparency into comp systems. For law firm leaders, Camille suggests auditing current systems, aligning compensation with strategic goals, and increasing year-round communication to reduce the stress of “comp season.” Her practical guidance helps firms create fairer, more effective plans that balance individual rewards with long-term institutional success. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/8roVK-hYZ48 ---------------------------------------

In this Practice Under Water episode, George sits down with Tom, a Canadian dentist navigating the challenges of ownership, financial pressure, and work-life balance. With high new patient flow and untapped expansion potential, Tom faces a critical crossroads: pursue group practice now or optimize his solo practice for sustainability and personal goals. This episode explores the nuanced considerations of timing, clinical growth, and long-term strategy.

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.You'll also discover when it's okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren't true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.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!Grab your 3-Day Challenge Sheet HERE!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 did psychiatrist Dr. Derek Summerfield learn about the importance of treating social circumstances, as opposed to just brain chemistry, during his research in Cambodia on the psychological effects of unexploded landmines?What did St. Francis of Assisi, Leo Tolstoy, Winston Churchill and other luminaries have to say about the importance of giving and charitable service?What do longitudinal studies show about the mental and physical health benefits gained by those who volunteer on behalf of others?Does volunteering make us happier, or are happy people just more likely to volunteer in the first place?Why does our will power often diminish when we feel threatened and swell when we focus on contributing to the greater good? How does this play out in psychological research?What does Adam Grant's book, Give and Take, illustrate about the power of focusing on others in the context of telemarketing? How can this lesson be applied more generally to our lives and our careers?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2361-U-25246

What if you could dramatically improve your dental practice without working harder or longer hours? The secret lies in understanding the butterfly effect – how small, strategic changes create massive ripple effects throughout your practice.Most dentists make the same critical mistake: believing that increased production requires more patients, more procedures, or more associates. They chase these "big wins" while overlooking dozens of small levers hiding in plain sight – levers that could multiply profitability with minimal effort.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.

I'd love to hear from you 'text the show'Welcome

In this episode of Ask George, Richard and George discuss the difficult decisions that come with dental practice ownership. They cover real-life examples of failed partnerships, premature hiring, and costly expansions, offering insights on how to navigate and recover from these challenges.

Today, we're zeroing in on something that often gets overlooked until it's too late: Standard Operating Procedures, or SOPs. Whether it's training new team members, navigating a vacation or unexpected sick leave, or simply making sure tasks get done the right way every time, SOPs are the foundation of a stable, resilient practice. Our guest is Sherrie Busby, a certified dental assistant, sought after speaker and expert on creating and maintaining SOPs in the dental practice.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Adam Witty, entrepreneur, publisher, and founder of Advantage Media and Forbes Books, to unpack how authority marketing can transform your practice and your career. Adam shares his expertise on:Why authority—not just advertising—is the ultimate differentiator in crowded marketsHow publishing a book or creating thought leadership content positions you as the go-to expert in your communityThe step-by-step process of building credibility and influence that attracts patients, opportunities, and partnershipsLessons from working with thousands of entrepreneurs, doctors, and business leaders worldwideThe mindset shift required to move from being “just another provider” to a recognized authority in your fieldWhether you're looking to elevate your brand, attract higher-quality patients, or future-proof your career with lasting credibility, this episode is full of practical strategies you can put into action.Resources Mentioned in This EpisodeBooks & Concepts:The Authority Advantage by Adam Witty and Rusty Shelton – A primer for how to earn trust and become a thought leader.Authority Marketing by Adam Witty and Rusty Shelton – A framework for positioning yourself as a recognized expert.Lead the Field by Earl Nightingale – A classic on personal development and leadership.Influence by Robert Cialdini – Insights into persuasion and the psychology of trust.The Business of Expertise by David C. Baker – How to leverage specialized knowledge to build authority and attract clients.The E-Myth Revisited by Michael Gerber – A guide to building systems and escaping the trap of working only in your business.Organizations & Projects:Advantage Media – The publishing company Adam founded to help experts become authors.Forbes Books – A publishing partnership platform for business leaders seeking visibility and credibility.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 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

In this episode of the LEAD3R Lab mini-series, Dane Groeneveld interviews Conner Doyle, Vertical President for Healthcare & Practice Management at Full Steam, to hear about his winding path from marketing student to leading hundreds of people across multiple organizations. Conner shares how he approached a major organizational shift by starting with open communication, crowdsourcing input, and building trust through over 140 one-on-one conversations. Instead of imposing rigid structures, he focused on creating buy-in, fostering a culture of learning, and empowering his team to “fail fast” and move forward together.From reorganizing departments to reduce turnover, to fostering collaboration across remote teams, you won't want to miss Conner's wisdom on leading through uncertainty and driving meaningful change.

Case acceptance often hinges on moments most dentists overlook. Do you follow-up with post-op patients? Does the front desk greet every patient? Is your office clean and welcoming?In this episode, we talk about the little things that improve patient experience and lead to more reviews, loyalty, and referrals. Tune in for creative ways to make your practice stand out and help your team provide consistent care!Topics discussed in this episode:Why patient experience mattersHow to make a good first impressionPhone etiquette and follow-up callsPatient gifts that are worth the moneyHow to keep your team accountableTips to get more five-star reviewsCreative, low-cost marketing strategiesThis episode was produced by Podcast Boutique https://www.podcastboutique.comUse 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 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.

Tune in to hear:Why did François Clemmons not initially want to take on the role of police officer on Mr. Roger's Neighborhood?How does psychological research bear out the fact that relationships are the most succinct route to attaining a purposeful life?What are some unique benefits that accrue to those who focus on cultivating meaningful relationships and friendships?Is living a purposeful life also predictive of having better relationships?What effect does leading a meaningful life have on one's romantic relationships?What is the exact mechanism by which living meaningfully makes our relationships stronger and relationships make our lives more meaningful?What does the famous Harvard longevity study show about the power of relationships in both extending our lives and making them more fulfilling?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2360-U-25246

It's not uncommon for those of us who are looking to hire a new office manager to have some questions. For instance, how do you find this person? What should you pay them? And once you hire someone, what is the typical training you should be giving them and, of course, what is the best way to ensure that your new office manager stays with you and isn't tempted to look around for another opportunity, potentially at a dental office right down the road? This episode addresses these questions and more so stay tuned! Thanks to our episode sponsors: Solventum - https://www.solventum.com/en-us/home/oral-care/ BISCO - https://www.bisco.com/

Dr. Maggie Augustyn and Dr. Chad Johnson get real about the tough conversations every dentist faces; when patients push back on fees, question your expertise, or try to make their problems yours.

Did you hire the wrong person… or is it your onboarding process?In this episode, learn how to figure out if it's a hiring mistake or an onboarding issue, why coachability matters more than resumes, and what to do when your new hire isn't meeting expectations. You'll hear about our own hiring mistakes and get tips for spotting red flags early, asking better interview questions, and knowing when it's time to let someone go.Topics discussed in this episode:Why your office isn't the right fit for everyoneQuestions to ask in interviewsInterview red flags to watch forHow to tell if candidates are coachableWhen to let someone goThis episode was produced by Podcast Boutique https://www.podcastboutique.comTake 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.

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear's book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.Here's what you'll learn in this episode:Why one small daily action can transform your business and lifeThe science of compound growth through habits and the “1% better” principleHow identity-based habits drive deeper, more lasting changeThe four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)How to join Libby's 30-Day Challenge and use the free tracker to stay accountableIf you've been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.Grab your 30-Day Challenge Download HERE!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.

Host Dr. Joel Berg speaks with Dr. Chelsea Fosse, Vice President of the AAPD Research and Policy Center (RPC) on the current hot topics in public health and how the RPC is working to make an impact. They delve into how pediatric dentistry can continue to lead the way among the other dental specialties and with our medical peers on care for those children and adults with disabilities and other special healthcare needs. Dr. Fosse also shares how AAPD members and other healthcare professionals can turn to the RPC for support with state-specific questions relating to Medicaid or other legislation. Guest Bio: Chelsea Fosse, DMD, MPH is the Vice President, Research & Policy Center at the American Academy of Pediatric Dentistry (AAPD). She is boarded in dental public health. Before shifting her career to work in oral health policy research, she worked as a general dentist treating adults with disabilities. At AAPD, Chelsea leads a team focused on Medicaid policy and program administration, evidence-based dental care, access to high quality and safe dental care, the pediatric dental workforce, and other contemporary issues in oral health, public health, and health policy. She was previously at the American Dental Association (ADA) Health Policy Institute (HPI) where she led policy analysis for issues related to Medicaid and studied the oral health workforce and the industry's response to the COVID-19 pandemic. Before dental school, she worked in the Division of Children with Special Needs at the American Academy of Pediatrics. She currently serves as President of the Board of Directors at Well Child Center, a community-based organization offering WIC, dental, and other social and health services in Elgin, IL. Chelsea received her bachelor's from The University of Texas in 2009, DMD from Rutgers in 2017, and MPH from Columbia University in 2019. She completed a general practice residency at Helen Hayes Hospital in 2018 and a dental public health residency at Jacobi Medical Center in 2020. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Struggling with last-minute cancellations and no-shows in your dental practice? In this Shared Practices Coaches Corner episode, Richard Low and Caitlin share proven scripts, cancellation policy strategies, and tips to train patients to respect your time. Whether you're considering broken appointment fees, patient deposits, or short-call lists, this episode delivers practical advice to protect your schedule and improve practice efficiency.

In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares insights on the evolving physician practice management sector with a focus on urology.

Lily Park, DO, FAAD interviewed by Brad P. Glick, DO, MPH, FAAD

In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares insights on the evolving physician practice management sector with a focus on urology.

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away.

Discover how international virtual team members are transforming the dental industry. Richard Low sits down with Cory Pinegar, founder of Reach, to explore hiring trends, practice profitability, and operational strategy. They break down how to save $24K per hire while boosting team culture, patient satisfaction, and bottom-line growth.

The bridge you're walking across has missing planks. Every step feels uncertain, progress slows to a crawl, and you might even consider turning back. This perfectly captures what running a dental practice feels like when critical systems are missing or broken.Most dental practices struggle with five fundamental gaps: inadequate onboarding that never fully integrates team members into the culture; collections and financing systems that allow money to leak through cracks; chaotic scheduling that creates daily stress instead of predictable production; case acceptance approaches that focus solely on the dentist rather than leveraging the entire team; and leadership systems that fail to create accountability and coordination. The consequences manifest as constant frustration, team turnover, and profitability challenges.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.

Are you living your career by design—or just letting it happen to you? Do you know what your ideal day as a dentist looks like? What about your ideal week? In this episode, Jaz is joined by Dr. Andrea Ogden to explore how you can design a career—and a life—in dentistry that feels purposeful and fulfilling. They dive into why many of us get stuck on autopilot, chasing goals we've never truly chosen, and how to break free by aligning work with your values.  Andrea also shares practical techniques to help you fall back in love with dentistry, so you can build a career that energises you—inside and outside the surgery. https://youtu.be/XDxlUFeEpbw Watch IC060 on Youtube Need to Read it? Check out the Full Episode Transcript below! Highlights of this episode: 00:00 Teaser 00:21 Introduction 04:49 Guest Introduction – Dr. Andrea Ogden 06:05  Andrea's Journey in Dentistry 08:51 Pivotal Moments in Dentistry 14:51 Trial and Error in Career Development 15:51 Current Role 16:59 Identifying Strengths vs. Enjoyment in Dentistry 18:18 Challenges for Young Dentists 21:51 The Importance of Career Awareness 24:05 Impact of Social Media 26:57 Understanding the Decline in Dentist Morale 31:51 External Factors Contributing to Stress 35:09 Internal Factors and Cognitive Dissonance 41:17 Practical Steps to Reignite Passion for Dentistry 47:32 Resilience Through Adaptation 48:59 Community and Support Networks 51:46 Enjoying the Journey 56:30 Outro Key Takeaways:  Dentistry is more than fillings and crown preps—it's a career you can shape to truly excite you. Choose Variety & Joy – Build a mix of roles that energise you, not just ones you're good at. Ditch the Comparison Game – Your journey is unique; stop measuring it against 15-year veterans on Instagram. Guard Your Values – Burnout often comes from a mismatch between what you believe in and where you work. Align the two. Create Space to Reflect – Slow down, think, and use SMART goals to plan your next step.  Find Your Tribe – Mentors, colleagues, and community will keep you inspired and resilient. Celebrate the Wins – Small or big, they're proof you're moving forward. Loved this conversation? You'll also enjoy Passion and Values in Dentistry – PDP014 #CareerDevelopment #InterferenceCast #BreadandButterDentistry This episode is eligible for 1 CE credit via the quiz on Protrusive Guidance.  This episode meets GDC Outcomes  B: Effective management of self and working with others in the dental team. C: Maintenance and development of knowledge and skills within your field of practice. D: Maintenance of skills, behaviours and attitudes which maintain patient confidence in you and the dental profession, and put patients' interests first.  AGD Subject Code: 770 – Practice Management and Human Relations Aim: To provide dentists with strategies, insights, and practical steps to rekindle passion for dentistry, align their work with personal values, and develop sustainable career satisfaction. Dentists will be able to - 1. Identify personal values and career drivers that contribute to long-term job satisfaction. 2. Recognise common stressors affecting dental morale and their underlying causes. 3. Apply structured decision-making frameworks (e.g., SMART goals) to career planning. Click below for full episode transcript: Teaser: There's a definite difference between doing more of something or because you are good at it and doing more of something because you enjoy it. You know your values are a compass. As to, you know, where you are gonna go in, in, in life. I think if you are listening to this conversation and you are really struggling, is that the first thing you need to do is you, Jaz's Introduction:Hello Protruserati. I'm Jaz Gulati and welcome back to your favorite Dental podcast. This is the interference cast, like the nonclinical arm,

We often think that only big moves create transformation in business, but it's the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.What you'll learn in this episode:How to switch from reactive mornings to proactive ones for maximum productivityWhy checking email only twice a day can save your sanity and boost efficiencyThe importance of limiting yourself to three business goals each quarterHow to create space for big-picture thinking through CEO days and brain dumpsWhy white space, shutdown routines, and even prayer can transform your business mindsetThese tiny habits aren't overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.Items Mentioned in This Episode: LIbby's Weighted VestLibby's Favorite PlannerBuilding a Second Brain by Tiago ForteEpisode #178 on Theming your Day with Michael KitcesLearn 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.

In this episode, Richard Low and George Hariri explore the mindset and strategic responsibilities of a dental CEO. From defining management versus leadership to understanding how to align a team with a long-term vision, they provide actionable insights for practice owners looking to elevate from operator to executive.

That dreaded, “I need to talk to you about something?” It's a conversation no one looks forward to, but every owner has to deal with. Whether it's an underperforming employee or tension in the office, this episode will give you the tools to address issues that can make or break workplace culture.You'll learn how to confront underperformance and team conflict head-on, prevent problems before they spiral, and get your team back on track. Plus, we also share a quick test to help you decide if it's time to let an employee go!Topics discussed in this episode:Why owners are part of the problemHow to address underperformance and employee complaintsThe do's and don'ts of handling team conflictDr. Henry's method for getting honest feedbackYour role as a leader in shaping team cultureHow to decide when to let someone goThe green, yellow, red performance frameworkText us your feedback! (please note: we cannot respond through this channel))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.

Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after motherhood inspired a new direction. Learn how tax planning can elevate your practice management strategies with insights from Shanley's collaboration with POSBOT and her mentor, Tyler Thompson. The episode explores her evolved mindset from merely fulfilling tasks to embracing the entrepreneurial spirit, emphasizing the importance of strategic client selection and holistic tax planning. Shanley's experiences underscore the necessity of educating clients about tax complexities and the pitfalls of fragmented approaches. Discover practical solutions for scalable client education that combat industry-wide misinformation, ensuring both practitioners and clients are aligned in achieving financial success. Explore the balancing act of entrepreneurship and personal life, as Shanli addresses the challenges of setting boundaries. Through personal anecdotes, including the extreme of taking a client call during labor, the conversation sheds light on the pressures faced by professionals, particularly women, in juggling work and family. Drawing inspiration from Tim Urban, the discussion highlights the need to prioritize family time amidst professional commitments. This episode is a heartfelt reminder of the importance of boundaries to prevent burnout and ensure you remain present for those who matter most.   Timestamps 00:00:00 - Introduction and Welcome to the Podcast: Shanli Liu's Journey 00:00:12 - Shanley's Early Life and Inspiration from China 00:02:05 - Transition from Corporate Finance to Entrepreneurship 00:03:30 - Founding Freedom Folio and Building a CPA Practice 00:06:45 - Balancing Motherhood and Entrepreneurship 00:09:15 - Importance of Learning to Say No in Business 00:11:37 - Embracing Entrepreneurial Mindset through Tax Planning 00:12:45 - Lessons from POSBOT and Training with Tyler Thompson 00:14:30 - Strategic Client Selection for Scalable Tax Planning 00:16:10 - Addressing Fragmented Tax Planning and Client Education 00:18:27 - Holistic Financial Planning for Small Business Owners 00:19:30 - Collaborating with Financial Advisors for Diversification 00:21:00 - Setting Boundaries to Maintain Work-Life Balance 00:22:36 - Challenges of Overworking and People-Pleasing 00:24:00 - Societal Pressures on Women Entrepreneurs 00:25:30 - Reflection on Family Prioritization and Tim Urban's Work 00:27:00 - Conclusion: Aligning Professional Success with Personal Well-being Episode Resources: Connect with Shanli here: https://www.linkedin.com/in/shanli-liu-234b16b/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.  

In this episode of The Immigration Lawyer's Toolbox® Podcast, host John Q. Khosravi, Esq. sits down with returning guest Ruby Powers, immigration attorney and founder of the Ruby Powers Strategy Group, for a deep dive into practice management, marketing, and business growth for immigration law firms. Ruby shares actionable insights on building a sustainable and profitable practice, from streamlining operations and maximizing marketing impact to leveraging conferences, seminars, and retreats for professional development.

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 short but powerful episode:Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.You'll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.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.

Have you ever noticed how some dental teams thrive even on the most challenging days? They laugh together, support each other, and somehow make even the toughest situations enjoyable. It's not magic—it's intentional leadership and genuine connection.The relationships within your dental team matter more than anything else—even more than compensation or perks. When team members genuinely enjoy each other's company, they create a resilient culture that pulls together during stressful times. As practice owner, you set the emotional tone that ripples through your entire organization. This doesn't mean faking positivity, but rather bringing authentic leadership that includes appropriate vulnerability.Text us your feedback! (please note: we cannot respond through this channel)) Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go HereTake 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.

Melissa Turner has been a practicing dental hygiene for 20 years and she is of the mindset that nothing is out of reach when it comes to opportunities for dentists and dental hygienists. She attributes many of these opportunities to the rapid advancements in technology as well as our inner desire to expand our own horizons beyond clinical dentistry. Join us for an informal discussion with Melissa addressing fractional executives in dentistry, the growth of multi-location group practices and how the role of dental hygienists will revolutionize the dental practice. Thanks to our episode sponsors: NSK America - https://www.nskdental.com/ GC America - https://www.gc.dental/ GUM - https://www.sunstargum.com/us-en/

"You need to have someone that owns it." Connect With Our SponsorsOrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025GreyFinch - https://greyfinch.com/jillallen/SmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and future trends in orthodontic software. Jake emphasizes the need for practices to adapt to changing technologies and patient expectations while providing advice on selecting the right software for individual needs. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways Jake has been in the dental and orthodontic space for almost 20 years.GreyFinch aims to change the practice management landscape.AI is disrupting traditional orthodontic practices by improving efficiency.Automation can help practices reduce staffing needs and improve workflows.Open APIs allow for better integration with third-party tools.Practices need to identify bottlenecks to improve efficiency.The future of orthodontics will heavily involve AI and automation.It's essential to have a champion in the office for practice management software.Practices should focus on what their patients want, not just what they want.Choosing the right practice management software is crucial for long-term success.Chapters 00:00 Introduction to Jake and GreyFinch02:51 The Impact of AI on Orthodontics05:58 Maximizing Practice Management Software08:53 Automation in Dental Practices12:05 Understanding and Implementing New Features15:01 Identifying Bottlenecks and Workflow Efficiency20:34 Automating Collections and Workflow Efficiency21:37 Understanding Open APIs and Integrations24:10 Future-Proofing Your Practice Management Software25:55 The Role of AI in Practice Management28:38 Adapting to Change in the Orthodontic Industry31:55 Key Considerations for Choosing Software35:32 Final Thoughts and Industry Trends Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you'll leave this episode with tools to level up your practice. What You Will Learn in This Episode:Why your advice (not products) is your most valuable assetHow to use whiteboarding to simplify complex strategies and wow clientsWhat it takes to shift from scarcity to abundance in your mindsetA practical approach to pricing your services with confidenceHow to scale your advisory business through systems and communicationSten's message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you're ready to make a bigger difference and grow your practice on your terms, this is an episode you won't want to miss.Sten's website HERE!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.

In this episode, Richard Low and Alex Sharp dive deep into the role of hygiene in modern dental practices, asking whether hygiene-led growth is still viable in 2025. They explore recruiting strategies, economic realities, and leadership systems that make or break a hygiene department. Packed with tactical advice and forward-thinking insights, this is a must-listen for any practice owner navigating today's hygiene landscape.

True leadership in dental practice means empowering your team through the right conversations rather than trying to be the answer person for everything. Mastering three key conversation types – vision, accountability, and problem-solving – can solve 95% of practice problems and prevent owner burnout.• Vision conversations connect daily tasks to meaningful patient outcomes and team benefits• Creating purpose helps team members understand their work impacts patients' overall health and quality of life• Accountability conversations establish clear expectations and maintain practice standards• "You will get what you tolerate" – addressing small issues prevents them from becoming destructive habits• Focus on specific behaviors rather than making assumptions about the person• Problem-solving conversations involve the team in finding solutions together• Collaborative approach increases buy-in and implementation success• Create psychological safety for team members to share ideas without fear• Recommended resources: "Start With Why" (Sinek), "Crucial Accountability," and "No Bullshit Leadership"• Don't wait for perfection – having these conversations consistently is more important than doing them perfectlyIf you want a practice where your team handles day-to-day management while you take time off, we have the experience to show you how to do it.Text us your feedback! (please note: we cannot respond through this channel)) Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go HereTake 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.

As summer chaos sets in and the lines between work and life begin to blur, it's easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she's reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm.This week we're digging into:Why lack of structure adds invisible hours to your workloadHow to use a themed model week to regain control of your scheduleSimple ways to design a schedule that fits your energy and goalsWhy "white space" might be your most effective growth strategyPractical tips for building your own version of a model weekThis episode is your gentle nudge to stop the constant summer balance-hustle thing and start working intentionally again. With just a pen, paper, and a little vision, you can create a schedule that aligns with your life—not works against it. Whether you need more rest, more structure, or more space to finish what you've started, Libby's approach will help you make it happen.

Tune in to hear:What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this?Why is finding meaning in the mundane such an important part of living a fulfilled life?Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement?What psychological benefits accrue as a result of seeing your job as a calling rather than a simple means to and end?What is Dr. Amy Wrzesniewski's idea of “job crafting?”What is “minimization,” as a psychological principle, and why is it so detrimental?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2089-U-25216

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 3.11 | Originally Released: February 9, 2023 In this episode, plastic surgeon Dr. Richard Bartlett joins David to discuss his career, academic and private practice, financial decisions and more. Richard begins with his background—where he grew up, what got him interested in medicine and surgery in particular—and his lack of interest in finances as he went through medical and surgical training.   Richard explains the process for choosing his first job, including the benefit of learning to “balance the books” even in an academic setting. He and David then cover his 15 years as an academic surgeon, what he learned financially in creating a plastics foundation from scratch, as well as his decision to create a private practice and the value of “being a good citizen” in making that transition easier. Richard then spends a few minutes relating the types of financial advice he gives to fellows at Harvard and the advice he would give to all doctors. Learn more about our guest, including additional show notes and more, by visiting www.physicianswealthpodcast.com.

This episode is sponsored by: My Financial Coach You trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity. Visit  https://myfinancialcoach.com/bootstrapmd/ to meet your financial coach and find out if concierge planning is right for you. ——————— In this episode of Bootstrap MD, host Dr. Mike Woo-Ming talks about how ChatGPT can help doctors and other healthcare professionals in their work. Addressing skeptics, he outlines 10 real-world applications of AI in his practice, including telemedicine documentation, patient education, email responses, and marketing content creation. Dr. Woo-Ming emphasizes using ChatGPT as a tool to work smarter, not harder, while maintaining strict privacy standards (no patient data input). From crafting simplified patient instructions to drafting legal agreements and analyzing business expenses, he demonstrates how AI saves time, reduces burnout, and enhances productivity. This episode is a must-listen for physicians seeking practical ways to integrate AI into their workflows and reclaim time for what matters most. Three Actionable Takeaways Streamline Documentation with Templates – Use ChatGPT to create de-identified SOAP note templates for common conditions (e.g., erectile dysfunction, weight management) to cut charting time from 10 minutes to under 2 minutes, ensuring compliance with workplace AI policies. Enhance Patient Education – Prompt ChatGPT to explain treatments like tirzepatide at a sixth-grade reading level to improve patient compliance and reduce side-effect-related dropouts, tailoring outputs to your practice's needs. Optimize Business Operations – Leverage ChatGPT for financial analysis (e.g., identifying overspending in software subscriptions) or drafting job postings and SOPs to save costs and improve hiring efficiency, always reviewing outputs for authenticity. About the Show Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career. Tune in weekly at  http://bootstrapmd.com   About the Host:  Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: www.https://www.bootstrapmd.com  Want to start a podcast? Check out the Doctor Podcast Network!

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything.Here's what you'll learn in this episode:How a “successful but messy” firm can still fall short without the right systemsWhy identifying your Ideal Client Avatar (ICA) is a total game changerTips for prioritizing implementation when you're too busy to do it allThe importance of an intro call before discovery meetings — and how it saved time and energyHow being part of a pod (small peer group) helps normalize struggle and create connectionThis conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter.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.

Dr. MARTIN ROSEN is an internationally renowned chiropractor, educator, and author with over four decades of experience in SOT® Chiropractic, Pediatrics, Cranial Adjusting, Chiropractic Philosophy, and Practice Management. A summa cum laude graduate of Life Chiropractic College in 1981, Dr. Rosen has dedicated his career to mastering the art and science of chiropractic and sharing his clinical expertise with practitioners and students around the world. Since 1982, Dr. Rosen has maintained a thriving family-oriented, neurologically based chiropractic practice in Wellesley, Massachusetts. Known for his authentic approach and unwavering commitment to excellence, he has earned a longstanding reputation for outstanding patient-centered care. His deep dedication to advancing chiropractic led him to begin teaching in 1979, and since then, he has educated thousands of chiropractors, healthcare professionals, and students through seminars, online courses, research publications, guest lectures, and hands-on workshops. His influence extends across the chiropractic profession through his roles as, certified SOT® Instructor, Peak Potential Institute co-founder and instructor, a former instructor with the International Chiropractic Pediatric Association (ICPA), member of the post-graduate faculty at several chiropractic colleges, consulting member of the Committee for Chiropractic Practice, and editorial board member of the Asian-Pacific Journal of Chiropractic. An accomplished author, Dr. Rosen has written and contributed to numerous texts and publications, including Pediatric Chiropractic Care, The Pediatric SOT® Spinal and Cranial Adjusting Manuals, the Pediatric Participant Guide for SOT®, and multiple chapters on SOT® in the second and third editions of Chiropractic Pediatrics. His work has also been featured in a wide range of articles, podcasts, and published research papers. Together with his wife, Dr. NANCY WATSON, Dr. Rosen co-founded the Peak Potential Institute, offering premier educational programs and tools for chiropractors, healthcare providers, and parents. Their most recent book, 2nd Edition It's All in the Head, brings awareness to early childhood developmental challenges and empowers parents to recognize and respond to potential concerns before they become entrenched. Through books, seminars, interviews, and video-based instruction, Peak Potential Institute offers a comprehensive platform to support healthcare education and elevate pediatric care. As parents of two daughters and partners in both life and work, Drs. Rosen and Watson have combined their 80+ years of clinical, teaching, and parenting experience to deliver a unique perspective that blends science, philosophy, and heart. Their mission is to elevate chiropractic care and educate professionals and families with knowledge, insight, and practical tools for optimal health. Dr. Rosen's info: Website: https://www.drmartinrosen.com/ Instagram: https://instagram.com/drmartinrosen/ Facebook: https://www.facebook.com/DrMartinRosen YouTube: https://www.youtube.com/c/MartyRosenDC Please click the button to subscribe so you don't miss any episodes and leave a review if your favorite podcast app has that ability. Visit http://drlaurabrayton.com/podcasts/ for show notes and available downloads. © 2014 - 2025 Dr. Laura Brayton

In this impactful second part, George guides "Alejandro" through a real-time blueprint for sustainable growth in a fee-for-service practice. Learn how one owner is tackling hygiene capacity, strategic patient acquisition, and team development—all while staying true to a high-quality, low-drama vision of dentistry.

Embezzlement usually starts with someone “you'd never suspect.” Dr. Josh Cochran thought he was building a strong team after opening his practice, but the financials told a different story. In this episode, he shares why it took him so long to realize his employee was embezzling, the red flags he missed, and how he would do things differently today. Learn what systems to put in place to protect your business and the most effective way to prevent embezzlement in your practice!Topics discussed in this episode:Two things you need to learn in your practiceDr. Cochran's early mistakesCommon red flags of embezzlementHow he addressed the embezzlement in his practiceWriting exercise for managing stressThe emotional impact of embezzlementHow to prevent embezzlementConnect with Dr. Josh Cochran:https://www.youtube.com/@TheDr.JoshCochranShowText us your feedback! (please note: we cannot respond through this channel))apply for the 2025 Mastermind at https://www.dentalpracticeheroes.com/apply Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go HereTake 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.

Dr. "Alejandro", a seasoned fee-for-service solo dentist, joins George to discuss the business evolution of his 20+ year-old practice. They unpack the challenges of dropping Delta, staffing hurdles, and a vision for sustainable growth with minimal drama. This episode offers a clear roadmap for mature solo owners striving to increase collections without changing who they are.

Case acceptance is down. Patients are confused. Your team is frustrated. Sound familiar? These are all signs your practice is out of alignment. Whether you own one practice or multiple locations, this episode will help you get everyone on the same page clinically — from the front office to hygienists, assistants, and doctors.You'll learn how to run effective calibration meetings that set clear clinical standards, get your team on board, and guide them without conflict. These tips will improve communication and cut out the chaos in your practice!Topics discussed in this episode:The key to getting your team on the same pageHow to get your team engagedThe first step to clinical calibrationWhy you should coach and not teachThe role of SOPs and team buy-inText us your feedback! (please note: we cannot respond through this channel))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.