Podcasts about Practice management

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

What if the biggest reason patients delay necessary care isn't price or insurance, but the quiet doubt in our own voices? We dig into the hidden driver of case acceptance—front desk mindset—and show how two simple defaults transform conversations at checkout: assume the patient can afford the treatment and assume the patient wants the treatment. When that belief is solid, tone, body language, and word choice snap into place, and patients feel confident moving forward.Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

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

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

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

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

Join Dr Vicki Rozos, ADA NSW Head of Advisory Services, as she speaks with Shane Morgan, Partner at Cutcher & Neale Accounting and Financial Services, about the complex and increasingly scrutinised area of compassionate release of superannuation for dental treatment. With withdrawals for dental procedures skyrocketing, serious concerns about practitioner conduct in this space have been raised by dentistry's governing bodies.This essential episode explores the legislative framework governing compassionate superannuation release, including what conditions must be met for patients to access their retirement funds early. Shane explains the significant tax implications and long-term financial consequences for patients who withdraw super before retirement, whilst Dr Rozos discusses the professional and ethical obligations dentists must uphold when treating patients who choose this funding option.The episode covers ADA Federal's comprehensive guidelines released in September 2025, including the crucial checklist for practitioners. It emphasises the importance of comprehensive treatment planning, informed consent, and prioritising patients' best interests—regardless of how treatment is funded.Whether you're an experienced practitioner or early in your career, this episode provides vital guidance on navigating this high-risk area whilst protecting both your patients' welfare and your professional standing.Interviewer(s): Dr Vicki RozosInterviewee(s): Shane MorganRelated Course/Event/Links: AHPRA Resource, ADA ReleaseIf you want to stay up to date with the latest developments in dentistry, check out our upcoming CPD courses at adacpd.au.

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

Save 30% on ARE 5.0 exam prep: https://www.blackspectacles.com/pricing?utm_source=youtube&utm_medium=podcast&utm_campaign=are_live_podcast Join Black Spectacles and architect Chris Hopstock to learn the best study strategies for passing the PcM exam. On this episode of ARE Live, we walk through a mock exam for the Practice Management division of the ARE 5.0. You'll learn about the PcM exam and we'll cover topics related to demonstrating firm qualifications in response to RFPs, structuring fees based on risk and services, navigating copyright and ownership of design documents, identifying appropriate additional services for scheduling issues and managing reuse and licensing of construction documents. Timestamps: 4:53 - Question No. 1 13:52 - Question No. 2 21:30 - Question No. 3 29:09 - Question No. 4 41:14 - Question No. 5 See previous episodes or register for the next ARE Live at https://www.blackspectacles.com/podcast

In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.In this episode, you'll learn:How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.The key systems and templates that freed her time while improving client service and consistency.Why hiring the right team members—even when it's scary—is essential to scaling sustainably.How creating a “model week” transformed her time management and family balance.The importance of investing in coaching, continued learning, and accountability to reach new levels of success.As Libby and Jen reflect on their years of coaching together, they show what's possible when you put in the work, trust the process, and build your business intentionally. You'll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

Show NotesGuest: Dr. Jeremiah Sturgill — Founder, Sturgill Orthodontics; Co-founder, Go Unicorn Strategy (concierge SEO/SEM for orthodontists).Learn more: https://gounicornstrategy.comWhy another company? A veteran ads/SEO partner (ex-HGTV/Discovery; managed ~$50k/day in Google Ads for a private client) audited ortho sites and found pretty but underperforming builds. Early tests drove measurable gains in qualified Google referrals; the two formalized a boutique service.Boutique by design: Targeting ~20–30 practices so one point of contact knows your brand, market dynamics, and projects end-to-end.Inside-out marketing: Don't pour money into ads until the phones, web forms, and team follow-up are dialed in. Track missed calls (goal: zero), record and review, and role-play quarterly.Feedback loop that works: Ads go live → the team tags outcomes (show/start/no-show) → campaigns are adjusted to favor demographics, keywords, and offers that convert in your market.Budget truth: Tiny spends create noise, not signal. Commit to a test period and a budget that can generate statistically useful data; adjust by market competition (it's a real auction).Brand over commodity: Build a site that sells your culture and trust, not “$500 off aligners.” If your web vibe doesn't match the in-office experience, trust evaporates.Pricing with confidence: If you deliver Four Seasons-level service, don't set Motel 6-level fees. You're not everyone's cup of tea—and that's healthy positioning.Language matters: For out-of-network calls, lead with help (“We can file Delta for you… let's get you scheduled…”) rather than a hard “We're out of network.”AI on the horizon: Jeremiah is building a practice “master prompt” to capture decisions, SOPs, and red-flag handoffs so teams ask the system before they page the doctor.Practical TakeawaysFix the fundamentals first: Fast phones, fast follow-up, and a brand-true website before buying more traffic.Measure what matters daily: Missed calls, call length outliers, and lead outcomes by source—then tune campaigns accordingly.Fund real tests: Set a market-appropriate budget and time horizon; dabbling hides the truth.Sell the who, not the what: Lead with trust, culture, and clarity; avoid commodity framing.Close the loop with training: Quarterly role-play on the hardest questions your team actually hears.MentionedGo Unicorn Strategy: https://gounicornstrategy.comAcquired podcast (Google series)Scheduling Institute (Jay Geier) — phone excellenceDan Kennedy — back-end sales before better adsCliftonStrengths “WOO” — why trying to win everyone over can hurt decisionsFour Seasons/Ritz-Carlton service standards as a pricing/positioning lensPast related episodes: Dr. Jamie Reynolds; Dr. Ben Fishbein.Subscribe to The Burleson Box wherever you listen. ***The Burleson Box is brought to you by OrthoFi:Grow More. Worry Less. Simplify Your Practice with OrthoFi.Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.Click below to learn more:OrthoFi.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we unpack what Practice Management Companies (PMCs) are, and the legal and ethical considerations for therapists when using these platforms. We discuss: The proliferation of Practice Management Companies The difference between PMCs and EHRs Why the benefits of PMCs are so tempting to new clinicians in particular How these companies are marketed vs. what clinicians can actually expect Who owns PMCs, and the implications of that How group practice owners can use this information when hiring new clinicians  How solo practitioners can weigh this information when deciding what platforms to use Our recent webinar that dives deeper into this topic with Kelly and Miranda from Zynnyme and Eric Strom, therapist attorney Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website.

As dental professionals, we often focus solely on dental insurance reimbursements, yet many procedures qualify for coverage under medical insurance. By understanding how to articulate the medical necessity of certain dental treatments, dentists can not only enhance patient care but also unlock additional revenue streams. Joining us is our guest Kandra Sellers. Kandra is a RDH with over 25 years in the dental industry. She is widely considered one of the most passionate and respected dental coaches. She is an educator in the field of oral systemic health, as well as founder and CEO of TIPS Medical Billing. Thanks to our episode sponsors: Septodont USA - https://www.septodontusa.com/ GC America - https://www.gc.dental/

Running a dental practice comes with endless challenges from insurance and billing headaches to patient confusion and team miscommunication. In this episode of The Dental Brief, host Patrick Chavoustie talks with Shelbey Arevalo of Elite Dental Systems about how dentists can streamline their operations and improve profitability. Shelbey shares practical strategies for optimizing financial systems, improving patient communication, and strengthening team collaboration. Discover how to prevent revenue leakage, reduce front desk errors, and implement tools that make your dental practice more efficient and successful.In this episode:Biggest Challenges Dentists Face TodayImproving Patient Communication & TransparencyFront Desk Mistakes That Cost Time and RevenueStrengthening Team Communication in Your PracticeMaximizing Revenue & Preventing Financial LeakageTools and Systems That Make Practices Thrive ***** SPONSOR: – Omni Premier Marketing: https://omnipremier.com/dental-marketing/ CONNECT: – Facebook: https://www.facebook.com/thedentalbrief/ – Instagram: https://www.instagram.com/thedentalbriefpodcast/ – LinkedIn: https://www.linkedin.com/in/dental-brief-podcast-564267217 – Patrick's LinkedIn: https://www.linkedin.com/in/pchavoustie/– Youtube: https://www.youtube.com/channel/UCd08JzybKfNH0v12Q9jf50w WEBSITE: – https://dentalbrief.com/

Running a financial advisory firm doesn't just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you'll learn in this episode:The difference between a task-based virtual assistant and a strategic executive assistantHow to decide what to delegate and when to hire helpMindset shifts that make delegation more effective and less exhaustingBest practices for onboarding and leading an executive assistantTools and systems to track accountability and ensure high-quality resultsBy the end of this episode, you'll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.Learn more about Athena Executive Services HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Host Dr. Joel Berg is joined by American Dental Association (ADA) President Dr. Richard Rosato. In this conversation, Dr. Rosato shares his journey from shifting gears from pediatric medicine to pediatric dentistry as a student and how his relationships have affected his participation in organized dentistry. Dr. Rosato shares his experience as a private practitioner and business owner, and how that mentality and passion influence the impact he hopes to have during his time as ADA President. In particular, Dr. Rosato speaks about the importance of practitioner and patient mental wellbeing. Guest Bio: Dr. Rosato is a native New Englander. He was born in Revere, MA, and raised in Danvers, MA. He moved to NH in 1986 to attend Saint Anselm College. After college, he attended Tufts University School of Dental Medicine and graduated in 1994. Then he was off to Chicago to the University of Illinois Medical Center, Cook County Hospital, Michael Reese Hospital, Mercy Hospital, and the West Side VA for his residency in oral and maxillofacial surgery which was completed in 1998. He then moved back to New England and practiced initially in Rhode Island before finding a home back in NH in 2000. He quickly enjoyed being a part of shaping the profession of dentistry and advocating for patients through leadership. Initially, he served the NH Dental Society as the Council on Government Affairs Chair for 5 years before ascending through the leadership ladder from 2006-10 culminating with becoming president of the NH Dental Society in 2010. Following his year as president he was appointed to the American Dental Society Council on Ethics, Bylaws, and Judicial Affairs and served as chair in his final and fourth year on the Council in 2015. During his national leadership time, he also continued to serve the NH Dental Society as Long Term Delegate for 8 years 2011-2019. He was then appointed to serve from 2015 to 2019 as caucus chair of the ADA First District representing all 6 New England States. Following this he ran and was elected to the ADA board of trustees to serve from 2019-2023. While on the ADA BOT, he also served as compensation chair, ADA Business Enterprise Inc. as a board member, and a board member of the Innovation Advisory Committee. He has a tremendous calling to be at the tip of the profession fighting for oral healthcare so that everyone can have a dental home. He resides in Concord with his wife, Dr. Laurie Rosato, and three children, Richard Jr, Colin, and Madison. He cherishes family time and enjoys golf, the Boston Bruins, and car rides with his labradoodle Roma.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Tune in to hear:How was the Japanese art of ceramic repair, kintsugi, born out of Ashikaga Yoshimasa's happy accident with a piece of Chinese ceramics? What lessons can we take from the art of kintsugi, or more broadly Wabi-sabi, regarding resilience, rebirth and the acceptance of imperfection?What has scientific research uncovered about the value of learning from past mistakes?Why does nearly winning provide more motivation than winning or losing by a big margin?What do scientific studies have to say about the optimal rate of failure for personal growth? Why might this hold true for both LLMs and humans alike?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this episode of Teeth Matter, host Ellie Halabian interviews Alan Withall (@newyorkdentalconsultant), a senior sales consultant at Henry Schein (@henryschein), who shares his expertise on helping dentists start and manage successful dental practices. Alan discusses his role in the industry, the importance of building strong relationships, and the common challenges dentists face when starting their own practices. He also highlights the significance of marketing and offers insights into the misconceptions about practice ownership.Keywords: Dental Practice Startup, Practice Management, Marketing, Dental Industry Challenges, Practice Ownership, Entrepreneurship_______Don't miss out on these deals: Prioritize your wellness—shop my daily essentials here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://teethmatterpod.com/store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠COCOFLOSS - Use code TM20 to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cocofloss.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIGS - Use referral code to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fbuy.io/figs/elliehalabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to join the conversation about the realities of dentistry, follow: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@_teethmatter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ellie Halabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠__________________________If you enjoy the podcast, subscribe and rate ⭐️. If you think a friend will enjoy it, please share it with them.

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you're looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.What you'll learn in this episode:How emotional intelligence impacts leadership and team performance The difference between being busy and being effective Why understanding your own behavioral patterns can transform your business and life How to have hard conversations with empathy and clarity Strategies to stay grounded and aligned with your purpose Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.---Check out Angela's book, Win-Win Workplace HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In Part 2 of this Practice Under Water interview, George helps Scuba Steve unpack the deeper reasons he doesn't love walking into his practice—despite impressive growth and income. Together, they explore team alignment, systems, environment, and the foundational role of pride in private practice ownership. A candid and tactical conversation for any dentist seeking fulfillment in ownership.

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!Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett's famous two-list strategy for focus and productivity. You'll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make.

Description What can optometry learn from today's entrepreneurs and innovators? In this episode of The Power Hour, Eugene sits down with Ukti Vora (The Nerdy Optometrist) to explore how innovation, technology, and mindset are shaping the future of the optometry. Ukti shares her journey from India to the U.S., offering a global perspective on how optometry is evolving — from independent practices and patient communication to the growing role of AI and wearable tech. They discuss: ◼️ The rise of entrepreneurship in optometry and lessons from other industries ◼️ How cultural differences shape patient care and professional growth ◼️ The tech transforming diagnosis, education, and engagement ◼️ Why collaboration and adaptability define the next generation of ODs Timestamps 00:00 Intro 03:05 Ukti Vora's Journey to Optometry 04:48 Comparing Optometry Practices: India vs. USA 05:51 The Evolution of Optometry in India 08:57 Learning from Each Other: Insights for Optometrists 11:51 Trends in the Optometry Industry 15:02 Innovation and Entrepreneurship in Optometry 18:09 Navigating the Noise: Effective Information Consumption 21:02 Identifying Problems and Solutions in Optometry 27:00 Collaborative Decision-Making in Practice Management 31:20 Innovations in Eye Care Technology 34:54 The Role of Wearable Technology in Eye Health 38:43 Enhancing Patient Experience through Technology 42:44 Evaluating Technology Maturity in Eye Care 56:18 Embracing Failure as a Path to Success Follow The Power Practice: Instagram - https://www.instagram.com/powerpractice Facebook - https://www.facebook.com/ThePowerPractice/ LinkedIn - https://www.linkedin.com/company/the-power-practice/ Follow The Power Hour: Apple Podcasts - https://podcasts.apple.com/us/podcast/power-hour-optometry/id551903020 Spotify - https://open.spotify.com/show/0PVFwyPUugRIFKJDxnIOPv  

Tune in to hear:Why did Diogenes of Sinope stand out among other Cynic Philosophers of the time and how did he use “principled unseriousness” to bring levity and illuminate truths about life?What did the lantern that Diogenes carried with him symbolize metaphorically?Why was Plato such a strong critic of laughter and why did he believe that it was an emotion that can override self-control?What styles of humor are most predictive of improved functioning and thriving? What styles of humor predict just the opposite?What did Viktor Frankl say about the critical role of humor in his work Man's Search for Meaning?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2886-U-25295

In this episode, Dr. Lincoln Harris, founder of RipeGlobal, shares how his team is revolutionizing dental education by delivering hands-on, cloud-based training directly into dental offices. No more travel, no more downtime—just real skill-building with real results. We also dive deep into the mindset shifts dentists need to make to truly grow. From self-confidence to leadership, Dr. Harris explains why believing in your own value is the first step toward independence and profitability. Book your free marketing strategy meeting with Ekwa at your convenience. Plus, at the end of the session, get a free analysis report to find out where your practice stands online. It's our gift to you! https://www.lessinsurancedependence.com/marketing-strategy-meeting/   If you're looking to boost your case acceptance rates and enhance patient communication, you can schedule a Coaching Strategy Meeting with Gary Takacs. With his experience in helping practices thrive, Gary will work with you on personalized coaching, ensuring you and your team are prepared to present treatment plans confidently, offer financing options, and communicate the value of essential dental services. https://www.lessinsurancedependence.com/csm/  

Tired of putting out fires all day? It's time to start thinking like a CEO, not just a clinician. In this episode, Dr. Chris Green shares the systems that helped him cut down clinical days and lead like a CEO instead of just a manager.You'll learn how he trains strong leaders, strategies you can use to address team resistance when you step back from the chair, and the first step every owner should take to start acting like the CEO of their practice. Hear what it takes to lead with less stress and more structure!Topics discussed:The new challenges that come with practice growthDr. Green's biggest leadership mistake as a new ownerDeveloping systems to lead instead of manageThe structure that helped him reduce clinical daysCore lessons in his 12-week leadership programMindset shifts for cutting clinical days without guiltStrategies to keep associates happy and accountableKey metrics that show you're ready for another associateHow to easily cut down to three clinical daysGrab Dr. Chris Green's book, The Plan, The Project, The Practice: https://www.amazon.com/stores/author/B0D37YZBKN/allbooks/Learn more about Dynamic Dental Ascension:https://dynamicdentalascension.com/This episode was produced by Podcast Boutique https://www.podcastboutique.comGRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook Join Etch, Steve, Henry, and 14 other growth minded practice owners at this exclusive beachfront masterminding opportunity November 7 and 8 in Destin Florida. Apply by setting up a strategy call HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Brian Gallagher sits down with Sean Healy, Founder and President of Accounted4 LLC, based in Philadelphia, PA, to unpack the financial side of running a physical therapy private practice. Together, they explore the difference between profit and cash flow, the power of KPIs, and why maintaining data integrity leads to smarter business decisions. They also discuss today's economic challenges, creative financial strategies, and how the evolving landscape of accounting can help practice owners adapt, grow, and recognize their true value.

As the year winds down, it's the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year's letter that not only reminds clients of your value but also builds excitement for what's ahead. Whether you've been sending these letters for years or you're starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.In this episode, you'll learn:Why a New Year's letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don't seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year's letter isn't just a nice touch—it's a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.---Listen to Episode 249 HERE!Check out the 37-Point Checklist HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of Practice Under Water, George speaks with “Scuba Steve,” a dentist who purchased a struggling fee-for-service practice and quickly doubled production. They explore Steve's unconventional ownership journey, his challenges with infrastructure, hiring, and practice culture, and preview key decisions about whether to stay solo or expand. A must-listen for anyone navigating the early years of ownership.

In this episode of Dental Drill Bits, Dana and Sandy discuss the importance of measuring team energy and performance metrics in dental practices. They emphasize that while patient care is paramount, tracking statistics can enhance care quality and team morale. The conversation explores the concept of buy-in from team members, the significance of accountability, and how metrics can serve as tools for improvement rather than judgment. The episode concludes with actionable steps for practices to foster a positive culture through measurement and celebration of achievements. takeaways Your team's energy is crucial for productivity. Statistics can enhance patient care, not detract from it. Tracking metrics helps connect efforts to results. Buy-in from the team is essential for success. Purpose should always come before profit. Celebrating small wins boosts team morale. Metrics can reveal blind spots in practice management. Accountability fosters a culture of improvement. Positivity is contagious within a team. Consistent actions lead to predictable outcomes. titles Measuring the Pulse of Your Dental Practice The Power of Team Energy in Dentistry Sound Bites "Purpose over profit is essential." "Statistics remove the blind spots." "Positivity really is contagious." Chapters 00:00The Pulse of the Practice 06:41Understanding Metrics and Their Importance 10:40Team Buy-In and Accountability 12:58Taking Action: Small Steps for Big Changes  

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.You'll learn how to define your firm's baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this first part of a two-part episode, host David Mandell welcomes Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. Dr. Bert shares his background, including his training at Northwestern, Temple, and the Mayo Clinic, as well as his career—building one of the first outpatient ambulatory surgery centers in Minnesota. He highlights how his practice expanded from a solo effort into a large multi-location group, providing insight into the evolution of orthopedic practice models. Dr. Bert reflects on the influences that led him to orthopedics, including his brother, a spine surgeon, and his time training with John Lachman. He emphasizes the role of innovation in orthopedic surgery, from pioneering arthroscopic procedures to developing surgical tools and implants. His experiences underscore the importance of adapting to insurance reimbursement models and industry dynamics that affect medical practice and physician compensation. Beyond his clinical and entrepreneurial achievements, Dr. Bert discusses his involvement with industry partners and his tenure on the board of the Retired NFL Players Association, where he saw firsthand the long-term toll professional football takes on players. He also stresses the importance of ancillary services and delegation for physicians to achieve financial success, drawing parallels between leveraging physician extenders in medicine and delegating financial management to professionals. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

This episode is sponsored by Lightstone Direct LLC. Lightstone Direct LLC connects you to institutional-quality real estate investments backed by a $12-billion AUM firm that co-invests alongside you—your partner in building lasting wealth. All investments involve risk.  Please visit LightstoneDirect.com for a full list of disclosures. _________ This Episode is also sponsored by Ryze Health Every minute counts in medicine—so why waste it on clunky admin work? With Ryze Health, practice management becomes effortless. Our all-in-one platform streamlines scheduling, patient communications, and insurance verification, giving you fewer no-shows, faster check-ins, and happier patients. Free yourself from paperwork and phone tag so you can focus on what truly matters: providing care. Visit RyzeHealth.com/BootstrapMD today and see how simple running your practice can be. _________ How can doctors launch their first practice in 2025—without going into debt or depending on outside investors? Host Dr. Mike Woo-Ming, shares his five-step launch blueprint for building a lean, profitable clinic from scratch. He begins by debunking the myth that doctors need investors, massive loans, or fancy offices to succeed. Instead, he emphasizes focusing on action, simplicity, and profitability from day one. Step one: pick a profitable niche by identifying exactly who you want to serve and the urgent problem you can solve now. Step two: build your Minimal Viable Clinic (MVC) — a streamlined version of your practice that allows you to start seeing patients quickly using low-cost tools like telemedicine, subleasing spaces, and affordable EHR systems.  Dr. Woo-Ming explains how to craft an irresistible offer centered around transformation, not just services—helping patients achieve measurable outcomes in 90 days or less. He shares proven marketing insights inspired by Alex Hormozi and offers examples of “unicorn offer statements.” Finally, he details how to attract your first patients, leverage partnerships, and systematize your operations through automation, virtual assistants, and tracking key business metrics. This episode is a must-listen for physicians seeking independence, sustainability, and control over their medical careers—without waiting for permission or capital. Three Actionable Takeaways:  Pick a Profitable Niche: Define exactly who you serve, what urgent problem you solve, and ensure you can deliver results profitably. Avoid broad audiences—clarity drives success.  Build Your Minimal Viable Clinic (MVC): Start lean using telemedicine, subleased spaces, and low-cost tech tools. Focus on momentum, not perfection—launch now, refine later. Automate and Scale Early: Use systems like EHR automation, virtual assistants, and follow-up sequences to streamline operations. Track metrics weekly to identify growth opportunities. About the Show: Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career.  Tune in weekly at  http://bootstrapmd.com   About the Host: Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: www.https://www.bootstrapmd.com   Want to start a podcast? Check out the Doctor Podcast Network!  

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression.

In this Coaches Corner, Richard and Caitlin break down everything you need to know about chart acquisitions—how to negotiate the deal, analyze if it's the right move for your practice, and operationally prepare your team for the incoming patient load. Whether you're eyeing growth or simply curious about creative acquisition models, this episode provides clarity on a complex topic.

Drs. Kat Talcott, Akshay Thomas, and Sarwar Zahid join for this very special crossover "Retflix and Chill" episode recorded live at ASRS 2025 including discussion of the current state of retina practice management and economics.

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.In this episode, you'll learn:Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you'll need to subtractPractical ways to politely decline opportunities while maintaining relationshipsHow to set boundaries that protect your time, energy, and family commitmentsWhy honoring your limits isn't selfish—it's an act of stewardshipAt the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

You know what's worse than not having an office manager? Having the wrong one. We all want that "perfect" hire, but perfect on paper rarely works in practice.This episode explores what really makes someone the right fit, whether you're promoting from within or hiring from the outside, and how to set them up for success in their new role. You'll learn three important things: the trade-offs of hiring internally vs. externally, what you need to do before handing over the reins, and how to keep your practice running smoothly — with or without a manager.Topics discussed in this episode:Why most outside hires failThe #1 onboarding mistakeHow to successfully promote internally vs. externallyHow to interview new office managersHow to “build your bench"This episode was produced by Podcast Boutique https://www.podcastboutique.comJoin Etch, Steve, Henry, and 14 other growth minded practice owners at this exclusive beachfront masterminding opportunity November 7 and 8 in Destin Florida. Apply by setting up a strategy call HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Join Richard and George as they dive into a real-world fee-for-service case study, uncovering the secrets to boosting new patient flow, overcoming hygiene bottlenecks, and scaling without sacrificing patient relationships. If you want to transform efficiency, retention, and profitability in your practice, this is an episode you won't want to miss!

Feeling trapped on the dental treadmill? That plateau between $1-2 million in practice revenue isn't just common—it's a critical crossroads in your ownership journey.Dental practice owners typically hit this wall after establishing their core team (usually two hygienists, two assistants, and two front desk staff), then find themselves unable to push beyond despite working harder clinically. The fundamental problem isn't your clinical skills or work ethic—it's that you've reached the ceiling of what one dentist can physically produce while simultaneously trying to run a business.I experienced this firsthand when my practice hit $1.8 million back in 2015. Despite efficient systems and block scheduling, growth seemed impossible without clinical burnout. I was constantly trying to squeeze in one more same-day patient while lacking the energy to handle the essential business responsibilities. The breakthrough came when I realized that most dentists don't actually own a business—they have a really good job. A true business continues generating revenue when you're not physically present, while most dental practices stop producing the moment the owner stops performing dentistry.Breaking through requires four transformative mindset shifts: transitioning from dentist to owner, building a leadership team, systematizing operations, and developing problem-solvers within your team. By implementing these changes, I was able to bring on my first associate, reduce my clinical schedule, and unlock unprecedented freedom—taking 18 weeks off last year while my practice continued thriving.The path beyond $2 million isn't about working harder; it's about working differently. Ready to stop being trapped by your practice and start enjoying the freedom of true practice ownership? Visit dentalpracticeheroes.com to schedule a strategy call and discover how our coaching can help you build the systems and leadership that create both profitability and freedom.Join Etch, Steve, Henry, and 14 other growth minded practice owners at this exclusive beachfront masterminding opportunity November 7 and 8 in Destin Florida. Apply by setting up a strategy call HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this episode of the Making Strides for Animal Chiropractic podcast, Dr. Katie explores the distinct aspects of managing an animal chiropractic business. She delves into the differences between human and animal chiropractic practices, emphasizing the micro-practice or boutique model often used, the intricacies of insurance and billing, and the importance of creating personalized schedules. Dr. Katie also highlights the significance of building relationships, implementing effective systems, and tackling compassion fatigue. She shares personal insights and practical advice for current and aspiring animal chiropractors to help them navigate the unique challenges of this field.Topics covered in this episode: Why Animal Chiropractic is differentThe role of technology and systemsRelationship marketing strategiesChallenges and misconceptionsCompassion Fatigue in Animal ChiropracticMaking Strides for Animal Chiropractic Links and Resources:Visit the Making Strides for Animal Chiropractic website to learn more and access the FREE pricing calculator.Visit our Facebook PageVisit our Instagram Page Thank you to our sponsors!Academy for the Advancement of Animal ChiropracticEquigateHave an idea for the podcast? Please leave us a survey! 

In this inspiring episode of the My DPC Story Podcast, host Dr. Maryal Concepcion talks with Dr. Kathryn Dreger, a board-certified Internal Medicine physician and founder of Prime-PLC, a Direct Primary Care (DPC) practice in Arlington, Virginia. Dr. Dreger shares her journey from fee-for-service medicine to launching her thriving DPC clinic, highlighting how DPC restores time, trust, and personalized relationships in primary care. She discusses the challenges of traditional insurance-driven healthcare, her personal experiences with bureaucracy and performance metrics, and why DPC is revolutionizing patient-centered care. Dr. Dreger explains her approach to panel size, pricing strategies, and the value of maintaining hospital connections. She also provides insightful advice for physicians considering a transition to DPC and talks about her upcoming book on the future of patient-centered medicine. Listeners gain practical knowledge about starting and sustaining a DPC practice and the importance of advocacy for primary care reform. Tune in to learn how DPC empowers both doctors and patients, leading to better healthcare outcomes and greater professional fulfillment.Register HERE for the Physician Attendees ONLY RiseUP Summit brought to you by FlexMed Staff & My DPC Story! Join me at AAFP FMX in Anaheim at our My DPC Story LIVE event sponsored by SmartHeart! Get your copy of our DPC Magazine, the Toolkit, and your limited edition Disney-themed DPC swag! Send me a message on the contact page HERE and let me know you'll be there so I can send you more details on the event! Get your DPC Resources HERE at mydpcstory.com!Support the showBe A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

Tune in to hear:What is “The Betty Crocker Effect” and what psychological principle explains this phenomenon? What does this say about the perceived relationship between effort and value?Why is effort generally thought of as a cost in classical economics and why does this way of thinking about it often get it wrong?Thomas Payne stated “that which we obtain too easily, we esteem too lightly.” How does this play out in the case of money that is inherited, or won, versus money that was worked for?Do animals also show a preference for rewards they worked for versus those they were just given?Why are we so wired for laziness, and conserving energy, even though we derive so much pleasure from hard work?Why is our proclivity for energy conservation particularly dangerous in contemporary life?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2511-U-25260

AI isn't just coming—it's already answering your phones. Richard Low sits down with Mango Voice's Richard May to uncover how practices are using AI to transcribe, summarize, and even respond to patient calls. From never missing a lead to smarter call audits, this episode reveals the AI tools changing the dental front desk forever.