Podcasts about Practice management

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! 

How should you  gain consent for ELECTIVE treatments? Is selling in dentistry something to avoid, or an essential part of patient care? How much does emotional intelligence really matter for your success and happiness? Dr. Colin Campbell joins for a powerful episode that dives into consent, sales, and the balance between profit and ethics in dentistry. He also unpacks the huge role of emotional intelligence—not just in clinical practice, but in life. Expect real talk, strong opinions, and communication gems that can reshape the way you connect with patients and approach your career. https://youtu.be/Wtugp1t-IrM Watch PDP244 on Youtube Protrusive Dental Pearl: Read (or listen to) the book Let Them by Mel Robbins — a powerful reminder to take control of your own life and emotions instead of letting outside events dictate them. Takeaways Building trust with patients is crucial for effective consent. Consent should be a relationship management exercise, not just a legal formality. Understanding the patient's perspective is key to effective communication. Elective treatments should be approached with caution and ethical considerations. Sales in dentistry is not a dirty word; it's about providing solutions to patients. Emotional intelligence is a vital skill for dentists to develop. Good dentistry is about doing what is best for the patient, not just for profit. Continuous education and self-improvement are essential for success in dentistry. HIghlights of this episode: 00:00 Teaser 00:44 INTRO 01:44  Protrusive Dental Pearl 02:58 Welcoming Dr. Colin Campbell 04:55 Colin's Background and Philosophy 05:36 The Importance of General Dentistry 08:40 Finding a Niche vs. Being a Generalist 11:14 Understanding Consent in Dentistry 17:42 Fear of Losing the “Sale” 18:50 Building Trust with Patients 22:09 Consent Process Overview 22:49 Patient Consultation Process – Building the Bridge to Trust 29:00 Developing Emotional Intelligence (EQ) 30:00 Patient Consultation Process – The Mechanics 30:58 Patient Consultation Process – Exploring Options 31:13 Join Protrusive Guidance 34:34 Patient Consultation Process – Exploring Options 34:36 Patient Consultation Process – Follow-Up and Consent Pathway 35:54 Patient Pathways After Consultation 36:48 Treatment Plan Letters & Legal Angle 38:45 Approach to Consent Letters 40:21 Personality Types in Consultations 42:21 Systematizing Your Process 43:37 Ethics in Elective Treatments 53:15 Guidance for New Dentists on Elective Treatments 56:33 Interjection 57:48 Guidance for New Dentists on Elective Treatments 57:56 Sales in Dentistry  01:03:05 Conclusion and Final Thoughts 01:05:20 OUTRO ✨ Transform Your Dentistry ✨

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

Looking to make your client experience stand out this holiday season?

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Jamie Reynolds—orthodontist, entrepreneur, and co-founder of OrthoFi and Orthodontic Partners—to explore how data-driven decisions and innovative financial systems are reshaping orthodontics.Jamie shares his expertise on:How OrthoFi was born out of necessity during tough economic times in DetroitWhat $5 billion in real-world orthodontic data reveals about patient behavior, financing, and conversion ratesWhy “same-day convenience” (formerly known as same-day starts) drives patient satisfaction and practice growthHow intelligently flexible financing helps more patients say “yes” without hurting your cashflowThe shift from gut feelings and anecdotal rules of thumb to transparent, data-backed decisions that scaleLessons from building Orthodontic Partners and watching the private equity landscape evolveWhether you're a solo practitioner trying to increase starts or part of a larger group navigating growth, Jamie's perspective will challenge the way you think about patient access, affordability, and the systems that run your practice.Resources Mentioned in This Episode:Level the Curve by Oliver Gelles & Jamie Reynolds – A data-driven guide to practice management.OrthoFi – A financial and practice management platform that's reshaped how orthodontists structure payments and collect revenue.Orthodontic Partners – A doctor-led group committed to preserving clinical excellence while enabling scale.Reynolds Orthodontics – Jamie's multi-location practice in Michigan, recognized for clinical innovation and patient-centered care.Smiles Change Lives – Nonprofit Jamie supports to expand access to orthodontic care for children from low-income families. Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by OrthoFi:Grow More. Worry Less. Simplify Your Practice with OrthoFi.Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.Click below to learn more:OrthoFi.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tune in to hear:What 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

In this episode of the Less Insurance Dependence Podcast, dental finance expert Ken Kaufman explains how financial clarity is the foundation for reducing PPO reliance and building long-term success. He shares practical strategies for forecasting, cash flow planning, and creating systems that give dentists the confidence to make bold decisions. From lessons learned working with DSOs to step-by-step advice on moving from bookkeeping to accrual accounting, Ken breaks down how any dentist can strengthen their practice and thrive independently 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/  

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. Here's what you'll learn in this episode:A powerful mindset shift that removes pressure when asking for introductionsHow involving new clients in the thank-you process deepens connectionsWhy small, thoughtful touches (like handwritten cards and gift cards) amplify trustThe psychology behind why this approach works better than traditional referral asksHow to avoid over-engineering the process and keep it authentic and simpleBy the end of this conversation, you'll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.Grab Adam's Script HERE!Grab the cards Adam uses HERE!Want to see this on YouTube? You can do that HERE!Adam's Links:LinkedInTwitter(X)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.

Episode Summary This week on Dental Drill Bits, Dana and Sandy open up about real-world customer service experiences that prove just how important it is to put yourself in the patient's shoes.  Dana kicks things off with her eye doctor visit, from tiny-font registration forms to confusing waiting rooms and perfume-passing that crossed the line. She then shares what her tire appointment taught her about easing patient anxiety and making sure customers leave with confidence. Sandy brings her own story to the table about trying to buy fireplace logs, only to be talked out of making the purchase by the very person answering the phone. Together, they explore what it means to honor the customer's current concern, anticipate their questions, and create experiences that build trust. If you've ever wondered how the smallest details can make or break customer loyalty, this episode will make you rethink every touchpoint in your practice. Key Takeaways Always imagine yourself in the customer's position—what feels confusing vs. reassuring? Honor the customer's current concern, even if you think they need something else. Anticipate wants, questions, and needs before the customer even asks. Every interaction is an opportunity to build confidence—or lose it.

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.

In this episode, Dr. Kevin Brown offers valuable insights for younger dentists who aspire to enrich their careers by blending the art and science of dentistry with the opportunities that come from sharing knowledge on a larger stage. He walks us through the pivotal moments that shaped his expertise, and gives us a behind-the-scenes look at what it takes to become a respected key opinion leader—building relationships with manufacturers, navigating industry partnerships, and still maintaining authenticity in the lecture hall and operatory alike. Dr. Kevin Brown is in private practice in Bellevue Washington. He has a passion for minimally invasive cosmetic techniques and has published numerous articles and lectures routinely on direct and indirect anterior smile enhancement. Find him on instagram: https://www.instagram.com/dr.kevin_brown/

In this episode, Libby shares why setting clear boundaries with clients isn't just about protecting your personal time—it's about elevating your professionalism and creating a business that lasts.

Tune in to hear:What did Siddhartha Gautama, The Buddha, discover when he left his father's palace and how did this inform his philosophy going forward? What are Buddhism's “four signs” that he then witnessed and how did this spur on his quest for enlightenment?For Proust, what is the only true voyage of discovery and foundation of eternal youth?What does mindfulness look like in practice? Also, what have researchers discovered as the constituent parts of mindfulness?How do “reappraisal” and “savoring” play into the relationship between mindfulness and meaning in MMT (Mindfulness to Meaning Theory)?Try an exercise in mindfulness while listening to today's show.LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2500-U-25259

As with any profession, doing the same thing every day can put us in a rut. As things become routine we soon begin to lose interest. So as dental professionals, how to stay inspired, fulfilled, and energized in our dental career? Today we're diving into a topic that's more important than ever for dental professionals: how to reignite your passion for dentistry and avoid the burnout that's become all too common in our field. Our guest today is Dr. Jacqueline Patterson, a general dentist and orofacial myofunctional therapist with over 15 years of experience. Thanks to our episode sponsors: BISCO - https://www.bisco.com/ Solventum - https://www.solventum.com/en-us/home/oral-care/

The sinking feeling of spotting a one-star review for your dental practice is something most of us know all too well. That pit in your stomach, the immediate defensiveness, the late-night rumination—it's a universal experience for dental professionals who pour their hearts into patient care. But what if everything we believe about the impact of negative reviews is wrong?This eye-opening episode challenges conventional wisdom about online reviews by examining what actually happens when businesses face public backlash. Remember when everyone swore they'd never fly United Airlines again after the Dr. David Dao incident in 2017? The outrage was deafening—yet United's revenue actually increased that year. This surprising case study reveals a fundamental truth about consumer behavior: people care far more about their own experiences than someone else's story. Your patients judge you based on how you treat them, not on a stranger's angry review.We dive deep into practical strategies for handling negative reviews and preventing them in the first place. Since roughly 90% of dental practice complaints stem from financial misunderstandings, clear communication about costs becomes essential. You'll learn why sometimes the best response to an unhappy patient is simply offering a refund—the sleep you'll gain is worth far more than the money you might lose. We also cover proven de-escalation techniques, how to craft professional responses to negative reviews, and why measuring meaningful practice metrics matters more than obsessing over star ratings. Whether you're currently dealing with review anxiety or want to prepare for the inevitable criticism that comes with business ownership, this episode provides both the perspective and practical tools to transform how you handle patient feedback forever.Ready to create systems that ensure consistent, exceptional patient experiences? Visit dentalpracticeheroes.com for a free consultation on building a practice that runs smoothly, profitably, and can easily withstand the occasional negative review.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.

Is your practice manager really set up for success - or are unclear titles and responsibilities holding your clinic back?In episode 318 of the Grow Your Clinic podcast, Ben Lynch, Jack O'Brien and new co-host Bec Clare dive into why defining the role and title of a practice manager is critical for recruitment, expectations, and clinic culture. You'll hear why vague titles attract the wrong candidates, how a clear position description can prevent burnout and turnover, and what it really means for a practice manager to act as a “freedom manager” for the clinic owner. We also explore how role clarity empowers practice managers to lead teams, enhance client experience, and safeguard cash flow. If you want to attract the right people and set them up to thrive, this episode is a must-listen.   Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/   In This Episode You'll Learn:

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.In this episode, you'll learn:How Quin differs from tools like ChatGPT and why it's tailored specifically for advisorsReal-world use cases of how Quin manages tasks like email, meeting prep, and CRM updatesWays advisors can integrate Quin into their practice alongside current staff for maximum efficiencyHow much time Quin can save per week and how that impacts profitability and client experienceWhat's next on the roadmap for Quin, including future integrations and smarter automationBy the end, you'll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn't about replacing people—it's about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.Learn more about Quin 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.

Send us a textSocial media can feel overwhelming for aesthetic practice owners: what to post, when to post, and who should be on camera. Without a clear plan, time and money are wasted on efforts that don't build trust or attract patients.In this episode of Shorr Solutions: The Podcast, Director of Client Development Ana Suarez and Marketing & Advertising Manager Paige Hamilton share how to create an authentic, efficient social media strategy. From content calendars and analytics to using AI and choosing between in-house, agency, or intern support, you'll gain practical steps to simplify your approach and see real results. Schedule your free consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade 2.0 online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF! Connect with us:Website: https://shorrsolutions.com/Instagram: https://www.instagram.com/shorrsolutionsFacebook: https://www.facebook.com/shorrsolutionsLinkedIn: https://www.linkedin.com/company/shorrsolutionsYouTube: https://www.youtube.com/user/TheBestMBS1/featured

Milad Eshaq, MD, FAAD interviewed by Olayemi Sokumbi, MD, FAAD

Tom's back—and he's ready to take control of his schedule. George helps him ditch the dreaded Fridays, streamline his hours, and plan a smart path toward a group practice, all while keeping his sanity (and family time) intact.

Ever wonder why certain dental practice owners effortlessly navigate challenges while others remain perpetually stuck? The answer isn't superior intelligence or working harder—it's a specific mindset that separates extraordinary dental entrepreneurs from the rest.Through years of coaching dentists, I've identified three crucial characteristics that define the most successful practice owners. First, they absolutely refuse to live in ambiguity. While average owners accept problems as "just how things are," exceptional leaders view uncertainty as unacceptable. They embody the principle that those with the highest standards should lead, refusing to tolerate persistent issues or knowledge gaps. When faced with burnout or inefficiency, they don't resign themselves to it—they methodically find solutions.Second, successful dentists continuously ask bigger, more ambitious questions throughout their careers. Their inquiries evolve from basic operational concerns to optimization challenges to transformative questions about leadership and delegation. This progression drives continuous growth while others plateau at "good enough." The most successful practitioners regularly examine all aspects of their practice, constantly identifying improvement opportunities rather than becoming complacent.Finally, extraordinary dental practice owners leverage the right guides to multiply their growth. Whether through coaching relationships, mastermind groups, or mentorship connections, they understand that accelerated development comes from learning through others' experiences. They extend this problem-solving mindset throughout their organization by cultivating a culture of resourcefulness where team members bring solutions rather than just problems.Ready to transform your practice experience? Implement these three powerful mindset shifts: establish a "no ambiguity rule," dedicate regular time for reflection and bigger-picture thinking, and invest in shortcuts by seeking guidance from those who've already navigated similar challenges. Your path to exceptional practice ownership isn't about working harder—it's about developing the resourcefulness to work smarter. Visit dentalpracticeheroes.com to schedule a strategy call and discover how to fully systemize your office while inspiring your team in ways you never thought possible.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.

Our guest, Dr. Chris Pescatore, is using nothing more than his iPad and an off-the-shelf app to perform digital diagnostic wax-ups—right in front of his patients—in only a matter of minutes. This isn't just a tool for planning aesthetics, prep design and occlusal adjustments—it's also a powerful way to wow patients. In fact, Dr. Pescatore's case acceptance rate has been hovering close to 100%. Stay tuned to learn how Dr. Pescatore has integrated this simple, inexpensive piece of technology into his daily practice—and why it's become a true game-changer for both him and his patients. You can learn more about Dr. Pescatore's course on this topic by visiting The Center at Dental Ceramics https://www.thecenteratdentalceramics.com/upcoming-courses.

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

Ever wonder why you're constantly busy but your practice isn't growing? The answer lies in understanding the critical difference between maintenance work and true business building.As dental practice owners, we often mistake activity for productivity. We spend countless hours handling payroll, ordering supplies, managing schedules, and answering endless staff questions. These tasks give us the satisfaction of checking boxes, but they're merely keeping the lights on rather than creating growth or freedom. They're what I call "playing office" rather than working on your business.Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination that fueled her success. Dr. Matossian reflects on the growth of her solo practice into a thriving multi-location enterprise with 14 physicians and over 90 employees. She emphasizes the importance of delegation, transparency, and staff empowerment in building an efficient, patient-focused practice. Her insights into practice management include implementing scribes to reduce physician burnout, investing in proper business education, and hiring skilled managers to bring structure and professionalism to the organization. She also highlights her personal approach to financial planning, beginning with small investments guided by a trusted advisor, which laid the foundation for long-term financial success. The conversation also explores Dr. Matossian's involvement in industry innovation, her leadership in clinical trials, and her founding of GPOptho, a group purchasing organization designed to help practices lower costs through collective buying power. She shares valuable advice for physicians considering private equity transactions, stressing the importance of preparing years in advance and selecting the right advisors. Ultimately, Dr. Matossian underscores the critical need for physicians to educate themselves on the business of medicine early in their careers, pairing clinical excellence with sound financial and practice management strategies. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

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

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

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.You'll also discover when it's okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren't true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Grab your 3-Day Challenge Sheet HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Tune in to hear:What did psychiatrist Dr. Derek Summerfield learn about the importance of treating social circumstances, as opposed to just brain chemistry, during his research in Cambodia on the psychological effects of unexploded landmines?What did St. Francis of Assisi, Leo Tolstoy, Winston Churchill and other luminaries have to say about the importance of giving and charitable service?What do longitudinal studies show about the mental and physical health benefits gained by those who volunteer on behalf of others?Does volunteering make us happier, or are happy people just more likely to volunteer in the first place?Why does our will power often diminish when we feel threatened and swell when we focus on contributing to the greater good? How does this play out in psychological research?What does Adam Grant's book, Give and Take, illustrate about the power of focusing on others in the context of telemarketing? How can this lesson be applied more generally to our lives and our careers?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 2361-U-25246

What if you could dramatically improve your dental practice without working harder or longer hours? The secret lies in understanding the butterfly effect – how small, strategic changes create massive ripple effects throughout your practice.Most dentists make the same critical mistake: believing that increased production requires more patients, more procedures, or more associates. They chase these "big wins" while overlooking dozens of small levers hiding in plain sight – levers that could multiply profitability with minimal effort.Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

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

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

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Adam Witty, entrepreneur, publisher, and founder of Advantage Media and Forbes Books, to unpack how authority marketing can transform your practice and your career. Adam shares his expertise on:Why authority—not just advertising—is the ultimate differentiator in crowded marketsHow publishing a book or creating thought leadership content positions you as the go-to expert in your communityThe step-by-step process of building credibility and influence that attracts patients, opportunities, and partnershipsLessons from working with thousands of entrepreneurs, doctors, and business leaders worldwideThe mindset shift required to move from being “just another provider” to a recognized authority in your fieldWhether you're looking to elevate your brand, attract higher-quality patients, or future-proof your career with lasting credibility, this episode is full of practical strategies you can put into action.Resources Mentioned in This EpisodeBooks & Concepts:The Authority Advantage by Adam Witty and Rusty Shelton – A primer for how to earn trust and become a thought leader.Authority Marketing by Adam Witty and Rusty Shelton – A framework for positioning yourself as a recognized expert.Lead the Field by Earl Nightingale – A classic on personal development and leadership.Influence by Robert Cialdini – Insights into persuasion and the psychology of trust.The Business of Expertise by David C. Baker – How to leverage specialized knowledge to build authority and attract clients.The E-Myth Revisited by Michael Gerber – A guide to building systems and escaping the trap of working only in your business.Organizations & Projects:Advantage Media – The publishing company Adam founded to help experts become authors.Forbes Books – A publishing partnership platform for business leaders seeking visibility and credibility.Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by OrthoFi:Grow More. Worry Less. Simplify Your Practice with OrthoFi.Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.Click below to learn more:OrthoFi.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Case acceptance often hinges on moments most dentists overlook. Do you follow-up with post-op patients? Does the front desk greet every patient? Is your office clean and welcoming?In this episode, we talk about the little things that improve patient experience and lead to more reviews, loyalty, and referrals. Tune in for creative ways to make your practice stand out and help your team provide consistent care!Topics discussed in this episode:Why patient experience mattersHow to make a good first impressionPhone etiquette and follow-up callsPatient gifts that are worth the moneyHow to keep your team accountableTips to get more five-star reviewsCreative, low-cost marketing strategiesThis episode was produced by Podcast Boutique https://www.podcastboutique.comUse the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking Here Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

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

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

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

Did you hire the wrong person… or is it your onboarding process?In this episode, learn how to figure out if it's a hiring mistake or an onboarding issue, why coachability matters more than resumes, and what to do when your new hire isn't meeting expectations. You'll hear about our own hiring mistakes and get tips for spotting red flags early, asking better interview questions, and knowing when it's time to let someone go.Topics discussed in this episode:Why your office isn't the right fit for everyoneQuestions to ask in interviewsInterview red flags to watch forHow to tell if candidates are coachableWhen to let someone goThis episode was produced by Podcast Boutique https://www.podcastboutique.comTake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear's book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.Here's what you'll learn in this episode:Why one small daily action can transform your business and lifeThe science of compound growth through habits and the “1% better” principleHow identity-based habits drive deeper, more lasting changeThe four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)How to join Libby's 30-Day Challenge and use the free tracker to stay accountableIf you've been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.Grab your 30-Day Challenge Download HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

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

The bridge you're walking across has missing planks. Every step feels uncertain, progress slows to a crawl, and you might even consider turning back. This perfectly captures what running a dental practice feels like when critical systems are missing or broken.Most dental practices struggle with five fundamental gaps: inadequate onboarding that never fully integrates team members into the culture; collections and financing systems that allow money to leak through cracks; chaotic scheduling that creates daily stress instead of predictable production; case acceptance approaches that focus solely on the dentist rather than leveraging the entire team; and leadership systems that fail to create accountability and coordination. The consequences manifest as constant frustration, team turnover, and profitability challenges.Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

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