Podcasts about Practice management

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I'm sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she's used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her firm has a defined purpose and process, and how her team delivers a highly personalized experience without relying on traditional client segmentation.In this episode you will learn:How to use behavioral finance questions to identify ideal clients and create deeper financial planning conversations.Why a structured onboarding process can differentiate your firm before a prospect ever becomes a client.How to build a flexible client service model that combines consistent processes with personalized planning.How strong workflows and delegation allow advisors to step away from prep and follow-up without sacrificing the client experience.If you've ever wondered how to create a more personalized client experience while still building a practice that can scale, this conversation gives you a look under the hood of a firm doing exactly that. You'll walk away with practical ideas for structuring your meetings, strengthening your workflows, using your team more effectively, and creating the kind of processes that give you more capacity to focus on the work you do best.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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 of Ask George, Dr. George Hariri addresses a critical issue facing the industry: selling your practice early simply because you are tired. While the administrative and HR burdens of modern dental practice ownership drive many doctors to sell to DSOs, doing so prematurely cuts off your greatest wealth-building vehicle. George explains that burnout is not just a qualitative issue—it is a massive quantitative financial threat because the highest return on your investment in dental school comes from operating your cash-flowing practice for the longest possible time.If you are feeling overwhelmed in your current stage of dental practice ownership, you haven't failed—you simply haven't "nailed" the systems required for that level of success yet. By proactively identifying and solving the specific bottlenecks causing your exhaustion, you can secure your equity, reclaim your time, and maximize your income.Here is your guide to extending your career and maximizing the financial return of dental practice ownership:Audit Your Exhaustion: Track exactly what drains your energy over a two-week period, whether it is a specific type of demanding patient, a stressful clinical procedure like surgical extractions, or daily HR headaches.Delegate HR Burdens: If managing staff causes you severe stress, hire an office manager to handle schedule requests and team accountability. The cost of their salary is a small price to pay for the longevity it brings to your career.Design a Sustainable Schedule: Restructure your clinical days to prioritize rest, such as working an alternating three-day week that allows for a six-day weekend every two weeks without dropping your operational hours.Find Outside Outlets: Once your practice stabilizes and no longer needs aggressive growth, channel your entrepreneurial ambition into hobbies or fitness rather than constantly disrupting your business.Protect the Cash Cow: While outside investments like real estate are important, never fund them so aggressively that it ruins your personal lifestyle and causes you to burn out of dentistry.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

One month shy of five years. That is how long Big Trees MD ran on the electronic health record it opened with, and this month, that ended. Not because Dr. Maryal Concepcion went looking for something shinier, but because the terms under which her patients' data lived changed, and she could not accept them.In this solo episode, Dr. Concepcion documents the switch in real time from her rural Direct Primary Care practice in Arnold, California, which she owns with her husband, Dr. Jeremiah Fillo, and runs with a fully virtual team. No vendor names, on purpose. The names change. The framework does not.Built from The Toolkit's Battle of the EHRs issue, where over 200 DPC EHR users shared what they use and why, this episode walks through how to choose an electronic health record that grows with your practice instead of boxing you in:Why an EHR is the memory of your practice, and why the DPC version of this decision is nothing like the fee-for-service versionThe 10 categories to score every EHR on, from membership billing and charting speed to support quality and scalabilityThe 5 questions to ask before you switch, starting with "what problem am I really trying to solve?"How to run a demo on your terms: build a fake patient, count clicks out loud, ask about migration before features, and ask the question nobody asks, which is "how do I leave you?"Why you should research who owns the EHR company, especially as private equity and venture capital creep into Direct Primary CareRunning the real math: subscription, add-ons, switching costs, and exit costs over a three year horizon, plus what an hour of your life is actually worthThe hidden costs no spreadsheet captures: patient trust, the emotional weight of change, and the 90 day post-switch reality checkThings have changed since the Summer 2025 issue published, and the second Battle of the EHRs opens for voting in Q1. The only way to vote is through the My DPC Story newsletter, so sign up at mydpcstory.com.FREE from The Toolkit at mydpcstory.com:How to Interview Electronic Health Records comparison worksheetPatient handout on choosing healthcare vs. health insurance (perfect for open enrollment season)The Lean Startup Business PlanThe First Year RoadmapEvery issue of The Toolkit, including the new Battle of the Support StackFollow the full switch in real time: demos, migration answers, the four-bucket spreadsheet, and the second guesses, all inside the My DPC Story Patreon community. Leave a voice message with your question, challenge, or win at mydpcstory.com/contact and you might hear it on a future episode.If this episode helped you, a five star review on Apple Podcasts helps other physicians find these stories when they need them most.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

There's one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It's your ability to make decisions quickly. In this episode, we're talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless.  In this episode you will learn:Why your financial advisor mindset might actually be slowing you down as a CEO.How faster decision-making creates momentum, better judgment, and more confidence over time.The Two-Question Rule for knowing when to make a decision quickly and when to slow down.How to use the 80% Rule to stop waiting for perfect information and finally make the call.You don't need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving. I'll also give you a simple seven-day decision sprint to help you put this into practice and start building your decision-making muscle immediately. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter. Frank goes around the table asking each consultant what they enjoy most about the work. Tricia talks about relationships and education, Julie compares every advisor conversation to solving a puzzle, Stacey points to the reward of bringing advisors accurate information in an industry full of misconceptions, Bruce talks about the value of being authentic and getting to know clients on a personal level and Dom shares how twenty-five years as a wholesaler let him rekindle old relationships in a brand new context. Tricia opens up about how eye opening the tax side of W2 versus 1099 was once she crossed over to this side of the business and why she likes to show advisors both paths so they can learn something new about their own business along the way. Bruce lays out a universal truth, that most financial advisors only understand the world inside their own firm and explains why a twenty thousand foot view changes everything. Dom breaks down why even advisors with decades of relationships still benefit from a genuinely objective third party. Stacey shares her go-to answer for advisors who ask why they should work with her over someone they already know and introduces one of the firm's guiding beliefs, that the right answer always surfaces. Frank closes with his Tom Brady analogy for why even elite performers rely on an agent instead of going it alone. The panel wraps by weighing in on whether the industry is shifting back toward W2 structures, especially for advisors nearing retirement who are being offered deals north of four hundred percent. Questions answered in this episode include: What do Elite's consultants enjoy most about helping financial advisors? What does it mean to be authentic with a client instead of just closing a deal? Why do advisors who already have industry relationships still need a consultant? What is the universal truth most financial advisors don't realize about their own knowledge? Why does the right answer always surface during the due diligence process? Is the financial advisor industry shifting back toward W2 firms? Should advisors ignore the money when it comes to major transition deals? Chapters: 00:00 Introduction: Inside the Chairman's Trip 02:17 What Every Consultant Loves About This Work 04:27 What Sets a Real Consultant Apart 04:51 Rekindling Relationships as a Former Wholesaler 12:21 The Universal Truth About Financial Advisors 15:40 Why the Right Answer Always Surfaces 23:06 Is the Shift Back to W2 Real 30:34 How to Reach the Elite Team Meet the panel: - Frank LaRosa, Chief Executive Officer: frank@eliteconsultingpartners.com | 856-316-4651 - Stacey Frank, Chief Revenue Officer and Executive VP of Sales: stacey@eliteconsultingpartners.com | 856-816-6322 - Bruce Fox, Private Client Consultant: bruce@eliteconsultingpartners.com - Domenic Diele, Senior Business Consultant: dle@eliteconsultingpartners.com - Tricia Fischer, Private Client Consultant: 703-395-1147 - Julie Mizerany, Private Client Consultant: julies@eliteconsultingpartners.com Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Your front desk can look busy all day and still leak production, profit, and patience. When phones, check-ins, insurance questions, and balance collections are treated like one giant job, “urgency” wins every time. The ringing phone gets answered, the insurance fire gets put out, and the real growth work quietly disappears: filling tomorrow's hole, following up on that $10,000 treatment plan, and building systems that keep the practice steady even when someone is out.We walk through a cleaner way to think about dental practice management by creating levels inside your admin department. Foundational front desk skills can be trained fast, which means you can hire great people with the right attitude and communication even without deep dental experience. From there, you intentionally develop advanced roles like insurance, treatment coordination, and true leadership. That structure gives your team a path to grow, makes onboarding easier, and stops your practice from depending on one superhero employee who “knows everything.”We also get honest about the office manager role. Promoting the best insurance expert and changing nothing else is not management, it is a title swap. A real dental office manager needs protected time to coach people, track KPIs, improve systems, and drive proactive work that increases case acceptance and reduces schedule chaos. If you want a front desk team that scales, you need clear ownership and redundancy so every critical function has at least two trained people.If you found this useful, subscribe, share the episode with another practice owner, and leave a review so more dentists can find the show. What role on your admin team needs the clearest definition right now?Join Us at our Upcoming Retreat October 2nd and 3rd.  Click Here to Register If you are ready to increase your new patients and start growing your practice, visit www.relevanceonlinemarketing.com and see what you've been missing with your current company. Take Control of Your Practice and Your LifeWe 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 today's episode, Justin shares the 15 money rules that have shaped the way he thinks about business, investing, and building long-term wealth. He explains why so many clinic owners focus on saving, cutting expenses, and perfecting their budgets when their biggest opportunity is growing revenue instead.From investing back into your business to understanding the difference between revenue, profit, and cash, Justin breaks down the financial principles every clinic owner needs to build a business that creates real wealth, not just a paycheck.In this episode, you'll hear about:Why you can't save your way to wealth, and why growing revenue should be your biggest priority as a business owner.The difference between revenue, profit, and cash, and why each one plays a different role in building a successful business.How to think about investing, marketing, and spending so every dollar helps your business grow.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

In this rare and highly anticipated episode, Dr. George Hariri sits down for an exclusive roundtable with pre-owners Elijah Dunlap, Ben Vickery, and Josh Ward from the Business-Minded Dentist podcast. If you are a dental student or associate looking to transition into ownership, this conversation is packed with proven dental business strategies to help you avoid the common traps that cause 30% to 40% of new owners to make less money than they did as associates.George unpacks the exact dental business strategies Shared Practices uses to help clients achieve 37% to 39% growth in their first year of ownership. This roundtable with pre-owners dives deep into the realities of the modern dental market and why the days of simply "hanging a shingle" are over.Here is what you will learn from this essential conversation:Target "Neglected" Practices: The most explosive growth happens when you acquire a clinic from a retiring doctor who has underdiagnosed their patient base for years. These established patients essentially become a goldmine of new, high-value treatment needs.Prioritize Facility Size: A single-doctor, three-operatory practice is a dying model. You must buy a facility with at least six (preferably seven to twelve) operatories to successfully implement group dental business strategies.Leverage Access to Care: The easiest way to succeed without spending a fortune on marketing is to open a practice in a rural or semi-rural area where patient demand vastly outweighs the supply of dentists.Master Speed and Specialty: Before buying a practice, use your first four to six months out of dental school to build clinical speed and master endodontics and surgical extractions. Referring these cases out kills your profitability and damages patient goodwill.Don't Fear Staff Turnover: Retaining a legacy team is important, but not if it prevents you from establishing your own modern clinical culture. Establish your expectations on day one and let patient retention fund the transition of staff who refuse to adapt.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.comto learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

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

What happens when the physician you hired to become a future partner turns into someone you need to let go? In this episode, hosts Brad and Michael share the story of a plastic surgeon who hired an associate physician with the goal of eventually making him a partner. Instead, he was forced to confront a hard reality: the physician was not producing, not fitting into the culture, and costing the practice money. Tune in to learn how tools like employment agreements, termination provisions, and separation agreements can help practices navigate physician departures. Discover strategies to reduce risk, control costs, and create a smooth transition that protects your practice, your team, and your bottom line.  Chapters00:00 Intro00:40 Banter05:48 Story24:08 Access+24:50 Legal Takeaways29:31 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In today's episode, Justin challenges the idea that digital marketing is always the best way to get new patients. He shares why community events can be one of the most effective ways for chiropractors and clinic owners to grow their practice, but only when there's a real system behind them.Justin breaks down the five-step process his team uses to turn events like 5Ks into real business opportunities. From defining the right outcome to creating a client journey before the event even begins, he explains how to stop wasting weekends at community events and start using them to build relationships, generate leads, and grow your practice.In this episode, you'll hear about:Why community events can outperform digital marketing when they're executed with the right strategy.The five-step system for turning a community event into leads, conversations, and eventually new patients.How to build relationships before event day, create a follow-up system, and improve every event by asking how you can make it 20% better.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Ready to take the next step?Join us September 18th, 19th, and 20th at RC Mastermind Live in New Jersey for hands-on business training designed to help you leave with an actual blueprint and plan you can execute in your practice.Get your FREE non-member ticket here:https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team:https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo:https://janesoftware.partnerlinks.io/JRRehabChiro1MO

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be one of the most important conversations you'll have all year. Libby sits down with author, speaker, and former financial advisor Ellen Rogin to explore what abundance really looks like inside an advisory practice. From the way you think about money to the energy you bring into client meetings, Ellen shares how shifting from scarcity to service transformed her career and helped her build a thriving practice rooted in generosity, gratitude, and genuine connection.In this episode you'll learn: Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business successHow to identify scarcity thinking in your practice (even when you don't realize it's there) and replace it with more empowering beliefsThe role your own money story plays in how you advise clients, lead your team, and make decisions as a business ownerSimple daily habits that can help you create more space, clarity, generosity, and abundance in both your business and personal lifeIf you've ever found yourself chasing the next strategy, comparing yourself to other advisors, or feeling like success is always just out of reach, this episode is your invitation to pause and look inward. Because sometimes the biggest breakthrough isn't another tactic—it's learning how to operate from a place of abundance instead of scarcity. And as Ellen shares, when you focus on helping others win, amazing things tend to happen in return.Connect with Ellen HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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 of the Shared Practices Podcast, host Caitlin Embree interviews Josh Wallace, president of IT Harbor, to discuss why specialized IT support is a critical component of any successful dental organization. Josh shares how IT Harbor naturally transitioned into the dental sector after assisting with new practice builds, choosing to remain vendor-agnostic to provide the best, most future-driven recommendations for their clients.Because modern dental practices rely heavily on nuanced technology—such as 3D modeling, CBCTs, and specialized scanners—relying on a generic IT company can lead to mismanaged data cabling, outdated systems, and massive operational overwhelm. Josh breaks down how a remote-first IT approach can resolve 98% of backend problems before the clinic even notices, while still offering robust, nationwide on-site support.Here is your guide to protecting your practice and leveraging the future of dental technology:Defend Against Phishing: Humans are the biggest vulnerability in any network. Protect your dental practice by utilizing high-end firewalls and conducting ongoing training to prevent staff—and doctors—from clicking on masked emails or fake login prompts.Leverage AI for Productivity: Stop letting your technology gather dust. Implement AI-assisted charting and voice-dictated perio notes to speed up your workflow and save your clinical team hours of administrative frustration.Build Trust With AI Imaging: Patients can sometimes be skeptical of a doctor's treatment plan, but utilizing AI software to analyze radiographs provides an objective second opinion that builds instant patient trust.Prioritize the Patient Experience: The modern consumer expects high-tech, fast, and frictionless service. Failing to update your dental technology over the next five to eight years will likely cause patients to leave for a more advanced, spa-like competitor.Demand Better Support: Ensure your IT provider offers a dedicated engineer (e.g., IT Harbor assigns one engineer per 30 clients) so you are not forced to call a random 1-800 number every time your dental systems crash.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial advisors back from building the business they truly want. Drawing from more than 25 years in the industry, her own experience investing in high-level coaching, and years of working with hundreds of advisors, she challenges listeners to stop searching for more information and start becoming the kind of leaders who consistently execute. If you're ready for an honest conversation about what's really standing in your way, this episode is for you.In this episode, you'll learn:Why your biggest challenge probably isn't a lack of information, but a lack of consistent implementation—and how to finally bridge that gap.The difference between buying information and investing in accountability, proximity, and environments that create lasting transformation.Why many advisors unknowingly try to solve million-dollar business problems with transactional solutions, and what it takes to break that cycle.How shifting your identity from someone who starts to someone who finishes can completely change your business, your leadership, and your results.If you've been feeling stuck despite reading the books, attending the conferences, and buying the courses, this episode offers a refreshing perspective on what actually creates lasting change. Sometimes the next breakthrough isn't found in learning something new—it's found in finally implementing what you already know.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Frank LaRosa says most financial advisors never notice exception debt building until it's already too late. Frank opens with a real client story, an advisor on a team who set clear non-negotiables for the business he wanted, then slowly compromised on them one at a time until he wasn't building anything close to his original vision. That same advisor is now telling Frank he isn't sure he wants his team to come with him when he moves firms. Frank explains why that kind of self-awareness is actually a good sign and why the right answer isn't always joining a bigger team, sometimes it's building a vertical structure with one clear vision at the top. Stacey challenges the idea that every advisor needs partners, breaking down why key person risk still has to be solved for even as a solo practitioner and introducing the idea that what got you here won't necessarily get you where you are trying to go next. The conversation gets personal when Frank and Stacey each share stories about helping advisors finally separate from partnerships that weren't working. Frank recalls playing referee between two wirehouse advisors who wanted completely different things, and Stacey shares how she guided a younger advisor through finally having a hard conversation with a senior partner after six months of hesitation. Frank wraps up with a mentoring story about a young advisor named Dylan, someone he originally told to join a team, then later told to build his own practice instead once he saw his work ethic and winning attitude. The episode closes with a warning worth remembering, firms often push advisors toward teams because it helps their own retention numbers, not necessarily because it is what is best for the advisor.   Questions answered in this episode include: What is exception debt and how does it quietly derail a financial advisor's vision? Should a financial advisor build a team or stay a solo practitioner? What is the difference between a vertical team and a horizontal team? Why do firms push advisors to join teams? What does it mean when people say what got you here won't get you there? How do you know when it's time to part ways with your team? Should a young financial advisor join a team or build their own book of business?   Chapters: 00:00 Introduction: Exception Debt 01:47 Should You Stay Solo or Join a Team 03:23 What Is Exception Debt 07:54 What Got You Here Won't Get You There 08:56 Sometimes the Team Needs to Break Up 14:48 Bet on Yourself Before You Join a Team 15:50 Why Not Every Practice Needs to Be a Team 19:12 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

A growing practice can outgrow its leadership structure long before anyone realizes it. In this episode, hosts Brad and Michael share the story of a successful neurosurgeon who built a thriving multi-state medical practice. What appeared to be a well-governed organization on paper quickly revealed deeper issues when new board members began asking questions. Tune in to learn what board members are actually responsible in a practice. Discover how fiduciary duties, active oversight, and clear leadership structures can help reduce risk and support the long-term success of the practice.  Chapters00:00 Intro00:38 Banter05:24 Story14:22 Access+15:03 Legal Takeaways29:35 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In today's episode, Justin challenges one of the biggest myths in business: that "nobody wants to work." He explains why the real reason so many clinic owners struggle to build a team has nothing to do with the hiring market and everything to do with the fears they're avoiding.He shares why fear of being exposed keeps business owners stuck, how courage becomes the foundation of leadership, and why building the business and life you want starts with leading people before you feel completely ready. If you've been putting off hiring because you're waiting for the perfect time, this episode will challenge the way you think about growth.In this episode, you'll hear about:Why the biggest obstacle to hiring isn't finding great people. It's overcoming the fear that's keeping you from leading.How to turn fear into courage and build a team that creates more freedom, impact, and long-term growth.Why you'll never feel ready to hire, and what it takes to build a business that doesn't depend on you every day.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your client list and realized your fee schedule has evolved over the years into something inconsistent, you're not alone. In this very candid conversation, Libby sits down with advisor Todd Lester to discuss how he tackled a firm-wide fee increase after more than 30 years in the business. Todd shares the mindset shifts, compliance considerations, communication strategies, and surprising results that came from finally aligning his fees with the value his firm provides.In this episode, you'll learn:Why inconsistent fee schedules create both compliance concerns and fairness issues across your client base, and how to recognize when it's time to make a change.How Todd delegated fee increase conversations to a trusted team member, why that approach worked so well, and what advisors can learn from using a third-party communicator.The biggest fears advisors have around raising fees, why those fears are often exaggerated, and how clients actually responded when presented with the changes.The remarkable outcome of Todd's fee increase project, including the recurring revenue added to his practice, the clients he retained, and the lessons he'll carry into future pricing decisions.If you've been putting off reviewing your fee schedule because the conversation feels uncomfortable, this episode will give you both the confidence and the practical ideas to move forward. You'll walk away with a fresh perspective on pricing, value, and why charging appropriately isn't just good for your business—it's also part of serving clients fairly and sustainably.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

What if the biggest threat to your healthcare organization isn't competition or reimbursement rates — it's the moment one of your team members decided that the policy was more important than the person in front of them? In this episode, Jamie sits down with Matt Staub, CEO of Your Health, to explore the timeless "Give 'Em the Pickle" philosophy — born in a burger joint, but almost perfectly designed for healthcare. Matt and Jamie unpack the four pillars of the pickle framework — service, attitude, consistency, and teamwork — and trace each one directly into the reality of patient care, care team dynamics, and organizational culture. Video LinkGive Em The Pickle Youtube Video   What you'll hear in this episode: Why charging a loyal customer 75 cents for extra pickles is the same mistake healthcare makes every day — and how the Ritz Carlton's $2,500 employee empowerment policy points to a better way How attitude isn't just a soft skill — it's the infrastructure of every patient interaction, including the ones where you're already having a bad day Why mistakes in healthcare aren't failures — they're invitations, and the patients who complained and felt heard often become your fiercest advocates What real consistency looks like in care delivery: not doing the same thing robotically, but doing ordinary things extraordinarily well, every single time How teamwork in healthcare means every person in the organization — from the CEO to the community health worker — has a role in whether the patient feels seen and served This episode will challenge you to look at service not as a department or a satisfaction score, but as the very soul of what your organization stands for. Give 'em the pickle.

In this episode of the Shared Practices Podcast, we explore what it truly means to step into the role of CEO of Your Dental Organization. As a dental provider scaling from a solo operation to a multi-practice group, your leadership leverage increases significantly as you multiply your impact across a larger team. However, elite dental leadership requires shifting your mindset away from strictly clinical work and focusing on three distinct horizons: long-term vision, medium-term strategic planning, and short-term execution.To achieve sustainable dental growth, your business vision must be rooted directly in your personal life goals. Because the CEO of Your Dental Organization ultimately serves the practice owner, every strategic decision should align with your desired income, clinical schedule, and vacation time.Here is your framework for mastering dental business strategy and leading your practice:Design Your Life First: Define your ideal schedule, target income, and preferred dental procedure mix (such as focusing heavily on surgical implants). Let those personal goals dictate your dental practice's long-term destination.Focus on the Bottleneck: Adopt an Elon Musk-style approach to daily dental management by identifying and spending your administrative time solving only the single biggest constraint facing your business each week.Play the "Whac-A-Mole" Game: Understand that solving one dental growth constraint—such as hiring a third hygienist to improve patient flow—will immediately trigger the next bottleneck, like needing to fill that new hygienist's schedule.Translate Vision to the Team: Convert your personal dental ownership goals into a team-centric mission. Emphasize how adding an associate doctor improves patient access to dental care and provides the staff with more flexible schedules.Enforce Core Values: Establish a shared set of actions to define your dental practice culture. Use these core values to ensure your team's behavior stays on course, allowing you to quickly identify and correct toxic team members.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libby shares a mindset shift that completely changed the way she thinks about systems, delegation, and business ownership. Drawing on a recent personal experience and an unexpected epiphany, she explores why freedom and absence are not the same thing—and why building a business that allows you to spend more time doing the work you love is a much healthier and more sustainable goal.In this episode, you'll learn:Why "build a business that runs without you" may not be the right goal for most financial advisors—and what to strive for instead.The difference between freedom and absence, and how shifting your perspective can reduce burnout and increase fulfillment.A simple "Freedom Audit" exercise to identify which responsibilities energize you and which ones are holding you back.How to use systems and delegation to protect your energy, operate in your zone of genius, and create a business that supports the life you want.If you've ever felt like your business still depends too much on you, this episode offers a refreshing perspective. Rather than trying to remove yourself from your business entirely, you'll learn how to intentionally design your role so you can spend more time doing the work that only you can do—and that you genuinely enjoy. It's a practical mindset shift that can help you build a business that serves you, instead of one that simply demands more from you.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Frank LaRosa says most financial advisors never take the time to find their industry defining goal. Frank opens by explaining what he calls a workation, time away from the office where real strategic thinking can actually happen. Stacey shares how she caught him working by the pool at five thirty in the morning on their most recent trip and Frank explains how that kind of deliberate space led him to write an entire internal operating playbook after reading eight books in eleven days. That same thinking space is where Frank landed on his industry defining goal, or IDG, a concept similar to the big hairy audacious goal from books like Scaling Up and Traction. Frank explains why a goal like this needs to feel nearly impossible and shares that his own goal is to help one out of every ten financial advisors who move firms. Frank gets personal about applying that framework to his own life, questioning whether the time and money he spends racing is helping or slowing down his progress. Stacey shifts the conversation into practice management, walking through how advisors should audit their client list by tier and why investing more time in fewer high value clients almost always outperforms spreading yourself across everyone. The episode closes with a direct challenge. Stacey lays out why so much of an advisor's success comes down to what they can actually control and Frank adds that once you know better, you cannot place the blame elsewhere. Together they push financial advisors to stop chasing the next move and start figuring out the right move for their business and their life.   Questions answered in this episode include: What is an industry defining goal and how do financial advisors find theirs? Why do financial advisors need a place to think outside their normal routine? How do you know if a personal passion is distracting you from your business goals? Should financial advisors segment their clients by tier? How do you know which clients are actually helping you reach your goals? Why is it important to filter out negative people in your life? What does it mean to make the right move instead of just the next move?   Chapters: 00:00 Introduction: Your Industry Defining Goal 02:13 Finding a Place to Think Strategically 03:34 Building an Internal Operating Playbook 09:02 What Is an Industry Defining Goal 12:48 Is Your Passion a Distraction From Your Goal 25:01 Auditing Your Clients and the People Around You 31:01 Taking Ownership and Making the Right Move 39:13 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

You know the moment: you're having the same conversation again, trying to stay calm, trying to protect psychological safety, but quietly wondering why the message still isn't landing. When a team member keeps missing a checklist step, showing up late, skipping a pre-collect, or sending patients up front with the wrong codes, it stops feeling like a one-off mistake and starts feeling like a culture problem. That's where accountability either strengthens your dental team or slowly erodes it.We break down a powerful tool from Crucial Accountability called CPR: Content, Pattern, Relationship. First we talk about content, the single miss that needs a quick, timely reset of expectations. Then we move to pattern, where leaders must stop re-litigating “today” and name the repetition clearly, without getting dragged into whataboutisms or excuses. Finally, we tackle relationship, the level most practice owners avoid until it hurts: when the real issue becomes trust, and the team can't count on someone to do their part in a system that depends on everyone.You'll leave with three tactical takeaways you can use immediately, plus a clear test for deciding which conversation you're actually having before you open your mouth. If accountability is a constant bottleneck in your dental practice management, we also share how a trained leadership team can carry standards with you so you're not the only person holding the line. Subscribe, share this with a practice owner friend, and leave a review so more dental leaders can find the show.Register for all Free upcoming webinars HERE Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 today's episode, Justin shares a conversation with Dr. Mike Aiken about the biggest business challenges facing chiropractors today. From shrinking insurance reimbursements to rising overhead, they explore why so many practice owners feel busier than ever while making less money and what it takes to build a more profitable practice.Justin shares why clinical excellence alone isn't enough to build a thriving practice, the mindset shift required to create more freedom, and how chiropractors can confidently build a business that serves both their patients and their families.In this episode, you'll hear about:Why relying on the traditional insurance model makes it increasingly difficult to build a profitable practice.The identity shift from chiropractor to business owner that creates more freedom, income, and long-term growth.How to confidently communicate your value, raise your prices, and build a practice without sacrificing patient trust.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

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Hiring your first team member (or heck, your 5th!) can feel both really exciting... and really scary.(Am I right?

Dr. Bobby Elliott returns to the podcast to chat about burnout as it relates to patient and practice management and education. He and Dr. Berg talk through solutions focused on his mantra – “Educate, don't convince.” – that support office culture and patient/family satisfaction and trust. Dr. Elliott shares his tools for identifying work/life imbalance and building connection and investment in one another. Guest Bio: Dr. Bobby Elliott is from Louisville, Kentucky where he graduated from the University of Louisville School of Dentistry. His pediatric dental residency was completed at the UNC School of Dentistry and UNC Memorial Hospital in Chapel Hill. Dr. Elliott is a Diplomate of the American Board of Pediatric Dentistry and was an Adjunct Clinical Professor at both the University of North Carolina and University of Louisville Schools of Dentistry.  Dr. Elliott lectures throughout the year to other dentists, specialists, dental team members and residents about positive office culture. In his “not so much free time”, he has founded his own pediatric dental consulting business, Pedo Springboard, Inc. to help residents and pediatric dentists successfully start their own practice. He also has co-founded a second consulting business, Pediatric Dental Directions, to help private practitioners establish legacy leadership and a positive work culture.   Dr. Elliott is a recognized authority on the development of creative and innovative office designs for pediatric dental practices and is often called upon to consult with new office construction as well as dental team development and practice. He works with his best friend & partner and 14 rockstar TEAM members and has been in private practice for 28 years in Cary, NC.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Dr. Jones is finally back, and he is passionate about today's topic! In this episode, he reminds listeners what it takes to truly grow. He and Bethany discuss the challenges and setbacks to growing as well as the skills and determination it takes to make daily changes that lead to growth. Today's episode will have you smiling and hopefully recommitting to the daily pursuit of growth. Rev up that engine and get ready! 

You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a business that can truly scale without relying on constant oversight.In this episode, you'll learn:Why implementation is a completely different skill than process design, and why even great systems fail without consistent execution.Simple ways to help your team build new habits, including creating "pause points," making SOPs easy to access, and eliminating exceptions.How to create a culture that rewards following the process instead of celebrating lucky shortcuts that eventually create more work.Practical leadership strategies for auditing your systems, encouraging team feedback, and building lasting process adoption through repetition and accountability.If you've ever built a process only to watch your team slowly drift back to the old way of doing things, this episode will give you a practical framework for making change stick. Small, consistent improvements—paired with intentional implementation—can transform the way your business operates, creating a smoother experience for both your team and your clients while helping your firm scale with confidence.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business. By the end of this episode, you'll have a simple framework you can use to perform your own 20-minute operational audit and identify exactly where to focus next.In this episode, you'll learn:The four core systems Libby evaluates first to quickly identify operational bottlenecks inside an advisory practice.How to perform your own 20-minute business audit to uncover where your firm is losing the most time and creating unnecessary stress.The common warning signs that your onboarding, service model, service requests, or internal projects need attention.How to identify the one process improvement that will create the biggest impact instead of trying to fix everything at once.Building a more efficient business doesn't require reinventing your entire practice overnight. It starts with identifying the one system that's creating the biggest drag on your time, energy, and client experience. Take 20 minutes, complete the audit, and commit to improving just one process this quarter. Small, intentional improvements compound into a business that gives you more capacity, more consistency, and ultimately more freedom.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Your hygienist spends more time with your patients than you do. That makes them one of the biggest case acceptance drivers you have.This episode shows you how to unlock that potential with the right systems, language, and a true doctor-hygienist partnership. Hygiene consultant Janet Hagerman breaks down how to train your team to talk about treatment, the meeting you should be having every month, and the five steps to the perfect handoff.Topics discussed:(00:00) Introduction(02:08) From hygienist to fractional hygiene officer (05:47) Why hygiene is the bedrock of your practice(08:28) Where to start with your hygiene team(13:08) How to have perio conversations with patients(18:30) Getting them involved in diagnosis and treatment(21:01) The monthly meeting that aligns your team(24:05) Disagree without making anyone look bad(26:22) The perfect handoff sequenceDownload Janet's free step-be-step handoff guide: https://janethagerman.com/tpn/c/C2030/docs/DOC-5ComponentsofHandoff-c2030.pdfConnect with Janet Hagerman:Website | https://janethagerman.com/LinkedIn | https://www.linkedin.com/in/janethagerman/Email | janet@janethagerman.comThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 today's episode, Justin challenges one of the most common beliefs in chiropractic: that becoming a better clinician is the key to building a better business. While clinical excellence matters, it may be the very thing keeping you overworked, underpaid, and stuck in a practice that depends entirely on you.Justin explains why so many chiropractors unknowingly build themselves into the center of their business and why true freedom only comes when you make the shift from clinician to business owner. If you've been investing everything into your clinical skills but still aren't seeing the financial or lifestyle results you want, this episode will change the way you think about growth.In this episode, you'll hear about:Why becoming a better clinician won't necessarily build a better business.The identity shift every practice owner must make to create more freedom and profitability.The business skills that matter most if you want your practice to grow beyond you.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Ready to take the next step?Join us this September at RCC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on exactly who the program is designed for, who should wait, and why so many successful advisors eventually realize they don't have a revenue problem—they have a capacity problem. You'll hear the philosophy behind the program, what transformation advisors can expect over the 10-month coaching experience, and answers to many of the most frequently asked questions about how the program works, what the commitment looks like, and what you can expect if you decide to join.In this episode, you'll learn:Why the biggest bottleneck in a growing advisory firm is often the advisor themselves, and how documented systems create more capacity without sacrificing client experience.The three core beliefs that shape the Systems to Scale coaching program and why incremental process improvements outperform trying to overhaul your business all at once.What actually happens during the 10-month group coaching program, including how the live coaching, small accountability pods, templates, office hours, and implementation support work together to help you build lasting systems.Who the program is the best fit for, who should wait before joining, and how to determine whether now is the right time to focus on building the operational foundation for your business.If you've built a successful practice but still feel like everything depends on you, this episode will help you determine whether it's time to stop being the bottleneck and start building a business that can consistently deliver an exceptional client experience without relying on your memory. Whether you decide to join the program now or sometime in the future, you'll walk away with a clearer understanding of what it takes to transition from busy advisor to true CEO.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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 of Ask George, Dr. George Hariri breaks down the pros, cons, and brutal truths of running a fee-for-service dental practice. While dropping insurance is a dream for many in dental practice ownership, George explains why going out-of-network is often like "swimming upstream". It becomes significantly harder to attract new patients and retain existing ones when they face higher out-of-pocket costs.However, if you are committed to this model, it can be incredibly rewarding when executed correctly. To achieve sustainable dental practice growth without relying on PPOs, you must deliver an experience that justifies the premium price tag.Here is your blueprint for operating a successful fee-for-service dental practice:Simulate the In-Network Experience: The best out-of-network offices are extremely insurance-friendly. You must submit claims on behalf of the patient and avoid charging extra for preventative care whenever possible to reduce friction.Leverage Rural Markets: The most predictable path to fee-for-service success is in rural or underserved areas. When there is a severe lack of access to care, patients have no choice but to tolerate out-of-network fees.Create a Unique Value Proposition: If you are operating in a highly competitive, urban market, your patient experience—from the doctor-patient relationship to the physical office environment—must be undeniably superior to the in-network clinic down the street.Transition Slowly: If you are acquiring an in-network clinic, do not abruptly transition into a fee-for-service dental practice. Build your patient base first, establish goodwill, and then gradually drop the lowest-paying plans one at a time.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's conversation, Libby shares one of the most impactful exercises from a recent CEO Day with her alumni community—an exercise that gives advisors immediate clarity on where to focus next. Instead of chasing every new idea, you'll learn how to identify the one or two processes that will create the biggest impact in your business over the next 90 days.In this episode, you'll learn:How to assess the eight core processes every advisory firm needs to build a scalable business.A simple five-level framework to evaluate the maturity of each process, from "winging it" to delivering an exceptional client experience.Why incremental improvements consistently outperform trying to overhaul your entire business at once.How to use the Process Assessment Wheel to prioritize the next system or workflow that will create the greatest momentum in your firm.Building a business that runs more efficiently doesn't happen by tackling everything at once. It happens by making intentional improvements one process at a time. This exercise will help you gain clarity, focus your energy where it matters most, and create meaningful progress without feeling overwhelmed. Be sure to download the accompanying worksheet and use it during your next CEO Day to measure your progress and plan your next steps.DOWNLOAD THE ASSESSMENT HERE! Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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 today's episode, Justin challenges one of the most common beliefs in chiropractic: that the answer to every business problem is more new patients. He explains why chasing volume keeps so many practice owners stuck and why the fastest path to a more profitable business has nothing to do with another marketing strategy.You'll learn the three ways every business grows, why raising your prices is often more effective than increasing patient volume, and how the real obstacle isn't your marketing. It's the identity that's keeping you from charging what you're worth and building the practice you actually want.In this episode, you'll hear about:• Why more new patients are rarely the solution to a struggling practice.• The three ways every business increases revenue and why chiropractors often ignore the most profitable ones.• How fear, identity, and self-worth influence your pricing, your business decisions, and your long-term success.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Join us this September at the Rehab Chiro Coach Live Event in New Jersey. If you're ready to stop consuming content and start implementing it alongside hundreds of growth-minded clinicians, we'd love to have you there. [Click here to get your non-member ticket.]Prefer to watch instead of listen? You can watch the full episode and subscribe to the Rehab Chiro Coach YouTube channel here.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

In this “Meet the Experts” HeartTalk, host Melanie Lawson, MS, talks with MedAxiom's Nicole Knight, LPN, CPC, CCS-P, executive vice president of Revenue Cycle Solutions and Care Transformation Services, along with Jammie Quimby, CPC, CCC, CEMC, CCS-P, CPMA, CRC, CDEO, CPCO, director of coding, Revenue Cycle Solutions, and Joline Bruder, CPC, CPMA, CCVTC, CGSC, CCC, manager of surgery coding, Revenue Cycle Solutions. Nicole reflects on how a member-driven need grew into one of MedAxiom's most active communities and why AI may reshape revenue-cycle teams. Jammie and Joline share what they see on the front lines, from documentation gaps to coding changes that can leave revenue behind. It's a conversation about the work most people never see – but every cardiovascular organization needs.

One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quickly turn into confusion, duplicated work, bottlenecks, and frustration.In this episode, I share one of the exercises we teach inside our Systems to Scale Group Coaching Program that helps advisors create clear job roles before they become a problem. You'll learn why well-defined roles aren't about creating bureaucracy—they're about giving your team clarity, creating better accountability, making delegation easier, and building a business that's ready to scale. Whether you have one employee or ten, this framework will help you stop building jobs around people and start building a business that can grow intentionally.In this episode, you'll learn:Why every advisory firm needs clearly defined roles and job descriptions long before you think you do.How to identify the core functions of your business and organize responsibilities so everyone knows exactly what they own.The difference between building a role around a person versus hiring the right person for a well-defined role—and why that distinction changes everything as you scale.How creating an organizational chart and role structure today makes delegation, hiring, annual reviews, and future growth dramatically easier.The strongest businesses aren't built by adding more people—they're built by creating clarity. When every person understands their role, how they contribute to the firm's vision, and where opportunities for growth exist, your business becomes easier to lead, easier to scale, and far less dependent on you being involved in everything. It's one of the simplest CEO exercises you can do today that will continue paying dividends as your firm grows.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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 of Coach's Corner, Caitlin Embree interviews Paul Lowry, co-founder of Dental Menu, to solve one of the biggest bottlenecks in dental practice management: failing in-house membership plans. While dropping insurance is a common goal, data shows that unmanaged cash-pay patients only have a 12% retention rate over five years, compared to 64% for insured patients.To achieve sustainable dental practice growth, practice owners must treat their membership programs like true subscriptions (e.g., Netflix or Amazon Prime) rather than one-off "Groupon" discount bundles that cause renewal gaps. Poorly administered plans not only create massive administrative headaches but also artificially lower your practice valuation by forcing you to zero out production or write off massive adjustments.Here is your blueprint for upgrading your dental practice management through a properly structured membership plan:Stop the "Discount" Mindset: Shift from selling a bundled package of cleanings to an auto-renewing subscription model to prevent patients from lapsing for months at a time.Fix Your Accounting: Stop adjusting membership preventative care to $0, as it destroys your KPIs. Dental Menu uses a separate bank account to process monthly fees and generate internal EOBs so production flawlessly matches collections.Protect Provider Pay: Proper dental practice management requires accurate ledgers so associate dentists and hygienists receive their correct collection-based bonuses when treating membership patients.Incentivize Your Team: Drive dental practice profitability by offering your front office staff bonuses (e.g., $25 per sign-up) to consistently present the membership plan to cash-pay patients.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Your dental practice can feel like it's drowning even when you're fully staffed and the schedule looks reasonable on paper. The real culprit is often smaller and harder to spot: tiny steps in your systems that get skipped, “just this once,” and then explode into bigger problems for the next person downstream. I'm breaking down how that ripple effect creates the daily feeling of chaos, backlog, and burnout and what to do about it as the leader. We walk through concrete dental practice management examples that every team recognises. First, pre-collecting patient copays for larger appointments: when we avoid a brief, uncomfortable money conversation, we often create longer conversations later, more insurance re-checking, slower check-in, and weaker patient commitment that leads to cancellations and holes in the schedule. Then we talk about scheduling hygiene and recall the right way, including the simple commitment question that reduces last-minute reschedules and protects production, team bonus, and momentum. We also dig into the front office and back office handoff, and how small documentation mistakes can quietly destroy trust. When the front desk has to keep double-checking what happened in the operatory, it slows everything down and can even lower treatment acceptance because patients feel the uncertainty. The solution is not hiring another person. It's building clear agreements, coaching the “why,” and creating a culture where each team member asks, “Did I make someone else's job easier or harder?” If you want calmer days, stronger systems, and a team that runs smoother together, subscribe, share this with a practice owner friend, and leave a quick review so we can help more offices. What small step gets skipped most often in your practice?Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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, Tom Hegna challenges advisors with the questions that matter most right now: Are you using AI, or avoiding it? Tom uses AI every day — building presentations in minutes, sharpening social posts, and coaching himself on strategy. His warning: advisors who say "I'm not AI" will get left behind. Would AI approve your plan? When a client runs your illustration through AI, does it endorse your work? Tom argues the fix is to feed it yourself and ask, "Is this the optimal solution for this client?" Are you still stuck on accumulation? Tom explains why retirement is about income and risk management, not rate of return — and why he had to make income "sexy" through mortality credits and the academic research behind them. Is your client's retirement riding on luck? Sequence-of-returns risk is "nothing more than good luck or bad luck." Tom explains why the solution is guaranteed lifetime income covering basic living expenses. Are you building a protection plan or just an investment plan? Tom breaks down the roles of income annuities, cash value life insurance, hybrid and traditional long-term care, and asset protection. Do you know what the big institutions are actually saying? BlackRock, Ernst & Young, Barclays, Goldman Sachs and the Wall Street Journal — none of them sell annuities, and all point toward guaranteed income. What should you stop doing? Sketchy IUL claims, underfunded UL policies sold on fantasy, and fixed index annuities built on manufactured or back-tested performance. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Your practice can be growing, profitable, and still carrying risks you do not see. In this episode, Partner Jay Reyero shares the story of an aesthetic plastic surgeon whose rapid growth led to overlooked compliance gaps across staffing, supervision, and business operations. What seemed to be working well quickly came into question when new regulations forced him to examine how his practice was actually structured. Tune in to learn how hidden compliance risks—like employee classification, scope-of-practice requirements, and oversight gaps—can impact even the most successful practices, and what it takes to build a foundation for sustainable growth.Chapters00:00 Intro01:19 Banter07:12 Story19:32 Access+20:12 Legal Takeaways29:36 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In today's episode, Justin shares one of the most important lessons he's learned as an entrepreneur: making a decision doesn't change your life. Taking action does.He explains why so many business owners stay stuck even though they know what they need to do. You'll learn why perfectionism, fear, and overthinking keep people from moving forward, and how taking the next right step can completely change the trajectory of your business.In this episode, you'll hear about:• Why making a decision without taking immediate action changes nothing.• The three stages of business growth and what it takes to build a business that creates real freedom.• How to overcome perfectionism, fear, and overwhelm by focusing on the next right step instead of waiting for the perfect plan.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Join Us This SeptemberIf you enjoy what we teach on this podcast, come experience it in person at RCC Mastermind Live. Get your non-member ticket: [LINK]To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

In this episode of the Shared Practices Podcast, Dr. George Hariri answers listener requests to strip away group practice bias and focus entirely on elite solo dental practice management. Many practitioners mistakenly believe that a multi-provider clinic is the only route to high-level profitability, but optimizing a solo model can create an incredibly low-stress, high-income asset. George outlines the precision growth pathways and details how transitioning from a standard solo dentist to a "productive solo" or "smart solo" can elevate your take-home pay to $400,000 and beyond.To break out of the low-revenue trap, you must learn how to manipulate the core levers of dental practice management.Implement these critical solo growth metrics and systems in your practice:Build the 2-2-2 Operational Balance: Scale your patient base to seamlessly support two full-time hygienists, two front office team members, and two dental assistants to perfectly balance your diagnostic and administrative workflow.Master Hygiene Benchmarks: Understand that there are roughly 200 active patients per day of hygiene. Target a base of 1,600 active patients to completely fill two full columns of hygiene working four days a week.Hit Case Acceptance Targets: Elevate your presentation style to consistently achieve an 80% patient acceptance rate (patients saying yes to at least one treatment item) and a 30% to 40% total dollar value treatment acceptance rate.Lock In Diagnostic Consistency: Develop clear, research-backed clinical diagnostic protocols so your hygiene team can confidently co-diagnose and tee up treatment plans before you even enter the room.Maximize Time Efficiency: Unlike group practices that focus heavily on analytical data points, a solo practitioner must treat their personal clinical time as the most valuable asset in the building by delegating every legally allowed task to auxiliaries.Transforming your solo office requires moving past basic survival and adopting highly intentional dental practice management strategies.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple. Frank and Stacey open with a question most advisors never actually ask themselves before recruiting other advisors into their practice. What is your unique ability and is managing people part of it? Frank shares a story from a coaching client who built out an OSJ, then found himself spending his day solving other people's problems instead of doing the work that made him successful in the first place. That shift from servicing clients to servicing advisors is one of the biggest hidden costs in this model. From there, the conversation turns to ownership. Frank explains why collecting an override on another advisor's business will never get you the same financial advisor multiple as owning the revenue outright and why some of the most successful firms in the industry deliberately choose not to play that game. The episode wraps with a challenge for any advisor thinking about their next move. Stop building toward what you think you're supposed to build and start building around what you're actually great at.   Questions answered in this episode include: What is your unique ability as a financial advisor? Should you build an OSJ or focus on growing your own practice? What's the difference between owning revenue and owning an override? Why do advisors get a lower multiple when they don't own the underlying business? What's the difference between a vertical business and a horizontal business? Why are financial advisors more demanding to service than clients? How do you decide what your business should look like as it grows?   Chapters: 00:00 Introduction: To Build an OSJ or Not to Build 01:10 What Is Your Unique Ability as an Advisor 03:23 Why an OSJ Has to Earn Your Trust Every Day 06:43 The Multiple Advisors Are Leaving on the Table 07:31 Vertical Business vs Horizontal Business 12:55 Don't Get Trapped by the Enterprise Fad 14:13 Do What You Love or Make Money Being Miserable 17:23 How to Reach Elite Consulting Partners   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

In this episode of the Shared Practices Podcast, Caitlin Embree interviews Max Dempsey, the rockstar office manager for Dr. Jaspreet Parmar's two growing practices. Max provides a rare, behind-the-scenes look at dental practice management from the perspective of an elite team member navigating an ownership transition. With 29 years of experience, she shares how she evolved from a lead dental assistant into a multi-practice manager by mastering front-office billing, insurance communication, and team leadership through targeted coaching.For any dentist evaluating dental practice acquisitions, this episode highlights how crucial it is to establish a unified culture from day one.Here is your masterclass in team-driven dental practice management:Establish Core Values Early: Do not let your team wallow in uncertainty during a transition. Dr. Parmar took his team out on day one to collaboratively define the clinic's core values, instantly proving his commitment to structured leadership.Master Fee-for-Service Verbiage: Running an out-of-network practice requires flawless communication. Train your team to respond to insurance questions by offering to verify benefits and calculate estimated copays, ensuring a "wow factor" patient experience.Delegate and Trust: True dental practice management scaling requires the owner to step out of the daily administrative weeds. Dr. Parmar built trust with Max to the point where she now handles major HR issues independently, allowing him to focus strictly on clinical production.Hire for Personality: Never make desperate hires. Prioritize candidates who fit your culture and exhibit a strong desire to learn, as technical skills can always be taught through effective dental practice management systems.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Slow doesn't mean careful. Fast doesn't mean sloppy. Most dentists think efficiency comes at the cost of quality  — but this episode will show you it's actually the key to managing a busy schedule.The DPH coaches break down how to get through your procedures faster without cutting corners. You'll hear their tips on how to speed up everyday procedures, the three things that let you run a 5-minute exam, and where your day quietly loses the most time.Topics discussed:(00:00) Introduction(02:24) Why efficiency starts with data(04:46) How to learn from your co-workers(06:57) Mistakes that cost you time(09:55) Mastering the juggle of a busy schedule(11:51) How to shorten your time with patients(14:44) The debate: watching associates work(20:15) How fast is fast enough(24:54) Why you can't skip stepsThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 of Ask George, Dr. George Hariri shatters the industry myth that achieving more than 10% same-store growth is impossible. For the modern dentist, transitioning from an exhausted clinician to a strategic CEO requires executing targeted dental growth strategies. Rather than forcing generalized systems onto your team, true leadership means diagnosing your clinic's unique bottlenecks. To scale efficiently, stop treating every operational issue equally and focus your administrative time on the constraints that generate massive dental practice profitability.This episode serves as your survival guide for mastering dental practice management. George reveals the four operational levers that guarantee sustainable dental practice growth:- Patient Flow: Implement the Retain, Open, Fill method. Lock the back door by mastering hygiene reappointment rates, then open new columns.- Case Acceptance: Empower your staff to co-diagnose. When the team leads patient education, doctor production becomes completely predictable.- Consistency: Close the performance gap between your best and worst clinical team members to instantly elevate the practice floor.- Efficiency: Play "Whac-A-Mole" with your metrics. Identify massive operational leaks, like a high missed call rate, and resolve them immediately.Elite dental business strategies require you to leverage your time. If you only spend a few hours a week working on the business, you must direct that energy toward your weakest links. Customizing your dental growth strategies to target these precise inefficiencies guarantees predictable expansion year after year.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.