Podcasts about Practice management

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

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

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

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

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

We often think that only big moves create transformation in business, but it's the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.What you'll learn in this episode:How to switch from reactive mornings to proactive ones for maximum productivityWhy checking email only twice a day can save your sanity and boost efficiencyThe importance of limiting yourself to three business goals each quarterHow to create space for big-picture thinking through CEO days and brain dumpsWhy white space, shutdown routines, and even prayer can transform your business mindsetThese tiny habits aren't overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.Items Mentioned in This Episode: LIbby's Weighted VestLibby's Favorite PlannerBuilding a Second Brain by Tiago ForteEpisode #178 on Theming your Day with Michael KitcesLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

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

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this short but powerful episode:Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.You'll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you'll leave this episode with tools to level up your practice. What You Will Learn in This Episode:Why your advice (not products) is your most valuable assetHow to use whiteboarding to simplify complex strategies and wow clientsWhat it takes to shift from scarcity to abundance in your mindsetA practical approach to pricing your services with confidenceHow to scale your advisory business through systems and communicationSten's message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you're ready to make a bigger difference and grow your practice on your terms, this is an episode you won't want to miss.Sten's website HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

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

As a dentist you are a medical specialist. That means it is totally appropriate and acceptable to tap into a patient's medical insurance for procedures that fall within the realm of medical necessity. And there are plenty of procedures performed in our operatories that do fall within the range of medical necessity. So why would we want to start billing to medical insurance companies and how difficult is this to do? To answer these questions and more 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: Shining 3D- https://www.shining3ddental.com/ VOCO America - https://www.voco.dental/us/

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

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

This SOMSA podcast episode, part of our New Admin Series, features a candid conversation between host Lucy and HR consultant Adrienne Twigg of Bent Ericksen & Associates, focused on managing difficult employee conversations and termination procedures within oral surgery practices. They dive into how OMS practice administrators can approach performance issues, interpersonal conflict, and behavior problems with confidence, empathy, and clarity. Adrienne emphasizes the value of preparation, documentation, and emotional regulation before any HR conversation.   Lucy shares a specific, real-life situation involving clinic cleanliness and front desk accountability, providing listeners with an actionable example of how to address workplace issues using daily checklists, verbal warnings, and written follow-ups. Adrienne outlines the necessary steps before terminating an employee—from understanding your state's laws and ensuring fair processes to protecting patient safety and team morale.   Key takeaways include how to structure feedback, encourage team collaboration, maintain professionalism during termination, and whether and when to conduct exit interviews. It's essential listening for any OMS administrator aiming to create a culture of trust, accountability, and clear communication.   Topic Outline Purpose of Difficult Conversations Building trust and improving communication Aligning conversations with broader cultural goals Preparation Steps Identifying the core issue (performance vs. behavior) Gathering documentation and facts Setting time, place, and emotional readiness Real-Life Scenario: Bathroom Cleanliness Issue Lucy's 48-hour rule for addressing issues Use of checklists, photo documentation, and assistant manager delegation Verbal warning and follow-up strategy Common Pitfalls Avoiding the issue Letting emotions dictate timing or tone Overlooking accountability Team Guidelines for Emotional Regulation Discussing 24–48 hour cool-off expectations Encouraging managers to tailor approaches to their emotional makeup Collaborative Solutions Team brainstorming to prevent repeat issues Empowering staff to ask for help Transition to Termination Ensuring all support options are exhausted Legal considerations and documentation Termination Process Guidelines Who should be in the meeting Having materials (final check, COBRA forms, key returns) ready Keeping the tone respectful and the meeting brief Voluntary Resignation as an Option Offering space for employees to choose resignation How to document and follow up Post-Termination Communication Sending a professional team email Preventing gossip and maintaining morale Exit Interviews When and how they are useful How to structure and apply feedback

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything.Here's what you'll learn in this episode:How a “successful but messy” firm can still fall short without the right systemsWhy identifying your Ideal Client Avatar (ICA) is a total game changerTips for prioritizing implementation when you're too busy to do it allThe importance of an intro call before discovery meetings — and how it saved time and energyHow being part of a pod (small peer group) helps normalize struggle and create connectionThis conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

Dr. David Carsten joins little teeth, BIG Smiles host Dr. Joel Berg for a conversation on waterline safety. A previous Chair of Infection Control for the Washington State Dental Commission, Dr. Carsten shares information on how waterlines can be compromised and what practitioners can do to maintain waterline safety to protect their patients and themselves. Guest Bio: David Carsten, DDS, is a dentist anesthesiologist. He has a BS in Biochemistry from Washington State University, with a background in Medical Bacteriology and virology. His DDS is from the University of Washington. He has 5 publications in the scientific literature. He received the Award of Distinction in Continuing Education from the Academy of Dentistry International in 2005. He lectures often, internally and externally, on many topics. For example, Dave did more than 30 lectures regarding the COVID-19 pandemic from 10 January 2020 to the present and has consulted dentists and entities regarding mitigation. He is an Assistant Professor in Hospital Dentistry at Oregon Health Sciences University, General Practice Residency program. That program focuses on patients that fall within the broad definition of special needs and are thirteen years old or older. He was on the ADA Steering Committee for the DLOSCE. He mentors the interdisciplinary lecture group at OHSU, the Tilikum Crossing Seminar Series. He is a Chair for the Department of Health, Washington State Dental Commission, also chairing the Infection Control Committee. Dave lives in Vancouver with his wife, Sharon, his son, Davin, and their dog, Kiki. He has been a member of the Spiritual Care Team at Salmon Creek Legacy Hospital since 2012.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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

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!It's the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You'll learn how to turn a single intentional decision into real progress — no waiting for New Year's, no perfection required.Whether it's a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let's go!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 episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Kyle Fagala, orthodontist and founder of Neon Canvas, to explore how creativity and strategy intersect in the world of orthodontic marketing and practice growth. Kyle shares his insights on:How digital marketing for orthodontics has evolved and where it's headed nextThe difference between “just having a website” and truly creating an engaging digital experienceWhy practices need to embrace storytelling and creativity to stand out in crowded marketsLessons from building Neon Canvas and working with practices nationwideThe importance of aligning your marketing with your practice values and patient experienceWhether you're looking to refine your online presence, create a more memorable patient journey, or simply get inspired by one of the most creative voices in the industry, this episode is packed with actionable insights.Resources Mentioned in This EpisodeBooks & Concepts:The 7 Habits of Highly Effective People by Stephen R. Covey – A foundational book on principles-based leadership and personal growth.Orbiting the Giant Hairball by Gordon MacKenzie – A creative guide to thriving within corporate structures.Awaken Your Genius by Ozan Varol – A book on rediscovering creativity and original thinking.Both/And Thinking by Wendy K. Smith and Marianne W. Lewis – Research-based insights on balancing paradoxes in organizations.Subtract by Leidy Klotz – A book on improving systems by removing unnecessary elements.The Happiness Advantage by Shawn Achor – Exploring the relationship between positivity and success.Events & Conferences:Mother of Pearls Conference – A collaborative event for orthodontists focused on clinical and practice growth.OrthoPreneurs Summit (OP Summit) – A leading orthodontic conference for practice owners and teams.Projects, Practice & Creative Work:Children's Orthodontic Book Project – Customizable children's books for orthodontic practices, created by Dr. Kyle Fagala.Neon Canvas – A digital marketing agency co-founded by Dr. Kyle Fagala, serving orthodontists nationwide.Saddle Creek Orthodontics – Dr. Fagala's orthodontic practice serving patients in the Memphis area. 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 Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** 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

Veena Vanchinathan, MD, FAAD interviewed by Sabrina Shearer, MD, FAAD

Ready to transform the way you handle client service? In this episode, I'm joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you're a solo advisor or run a team, you'll walk away with actionable strategies to elevate your client service model.What you'll learn in this episode:How to build replicable and consistent service systems that scale with your businessThe secret behind proactive communication that makes clients feel truly cared forTips for documenting processes so your team can function smoothly and confidentlyWhy Lorie says “the client doesn't always know what they need” and how to respondHow to think like a COO even if you're just starting out or running leanThis episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie's perspective will help you refine your systems, take control of your calendar, and set your team up for success.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

Case acceptance is down. Patients are confused. Your team is frustrated. Sound familiar? These are all signs your practice is out of alignment. Whether you own one practice or multiple locations, this episode will help you get everyone on the same page clinically — from the front office to hygienists, assistants, and doctors.You'll learn how to run effective calibration meetings that set clear clinical standards, get your team on board, and guide them without conflict. These tips will improve communication and cut out the chaos in your practice!Topics discussed in this episode:The key to getting your team on the same pageHow to get your team engagedThe first step to clinical calibrationWhy you should coach and not teachThe role of SOPs and team buy-inText us your feedback! (please note: we cannot respond through this channel))Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Tune in to hear:What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII?What is “survivorship bias” and how did Abraham Wald avoid this?Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion?What are the key differences between a fixed mindset and a growth mindset and what do life's outcomes for each mindset look like, on average?Why is effort more predictive of success in romantic relationships than passion?Why do we tend to lose intrinsic motivation, or passion, for tasks for which there is an extrinsic reward like a paycheck?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 3.5 | Originally Released: November 3, 2022 In this episode, orthopaedic surgeon Dr. Scott Sigman joins David to discuss his career path, business and entrepreneurial endeavours, marketing, podcasts, and more. Scott begins with his background – where he grew up, what got him interested in medicine and orthopaedics.  He explains how both of his parents were entrepreneurs and how he realized early on the need for leveraging the expertise of others.  David and Scott then discuss the important factors Scott considered when choosing his first job out of training and Scott's view on the importance of branding and marketing, especially for younger physicians looking to build their practices.   Scott then relates the value he sees in finding great advisors and the importance of changing to new people if needed.   David and Scott then delve into Scott's various entrepreneurial activities, from lasers in orthopaedic surgery, an orthopaedic mutual fund, the Ortho Show podcast, his #followthefro social media hashtag and more. Finally, Scott gives David two important pieces of business advice for fellow physicians, especially younger doctors. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

In this Ask George episode, George Hariri and Richard Low explore what it truly means to empower your team through effective leadership. Learn the crawl–walk–run framework for team development, how to create clarity and accountability, and why infrastructure—not charisma—is the key to sustainable growth. Plus, details on our free Pathway to Team Leadership course (Sept 19–20).

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.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.

Your practice is thriving, so why not sell? DPH coach Dr. Steve Markowitz owns a six-practice dental group and seriously considered cashing out, but he realized he wasn't ready to let go.In this episode, he shares why he decided not to sell even after hitting his $10M revenue goal and what changed about his approach to ownership. You'll hear the changes that helped him become a better leader, shift out of burnout, and redefine his purpose. Learn why selling isn't always the best move!Topics discussed in this episode:Why Steve didn't sell his practiceReevaluating the practice and his role as ownerThe new goal for his practiceChanges that leveled up his practiceWhat he does to grow as a leaderText us your feedback! (please note: we cannot respond through this channel))

Tune in to hear:What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose?Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger?What is an example of how curiosity is hardwired into our genetic makeup?What can “convergent” and “divergent” ways of thinking tell us about why creativity must be actively cultivated to avoid squelching it?What did author Susan Engle discover about how curiosity steadily diminishes throughout grade school if it's not actively attended to?How is curiosity correlated to longevity, if at all?What are some actionable ways we can cultivate creativity in our daily 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:

Cameron is joined by Andrea Liebross, business coach and podcast host, and they discuss the journey to becoming a coach, the mindset blocks that hold entrepreneurs back, the importance of delegation, and how to visualize future success. Andrea emphasizes the need for a growth mindset, the power of a 'believe list', and the necessity of investing in business knowledge. They also touch on overcoming guilt in delegation and establishing non-negotiable habits for success.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:You have to go through the journey to become a coach.Mindset blocks can prevent entrepreneurs from scaling their practices.Delegation is crucial for freeing up time to focus on growth.Comfort zones can hinder business expansion.Visualizing your future self can guide your current actions.Creating a 'believe list' can shift your mindset.Guilt in delegation is a common barrier that can be overcome.Understanding the difference between costs and investments is key.Investing in business knowledge is essential for practice owners.Establishing non-negotiable habits can lead to success.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Validation might be the most powerful leadership tool you're not using. This often-overlooked skill—distinct from praise, problem-solving, or agreement—has the remarkable ability to transform your dental practice from the inside out.When team members bring concerns or patients express frustration, our instinct as dentists and practice owners is to jump straight to solutions. But this approach misses a crucial step that neuroscience shows is essential for creating real change. Validation—the simple act of acknowledging someone's feelings by showing you understand their perspective—activates reward centers in the brain, creating psychological safety and opening people to feedback. at dentalpracticeheroes.com and transform your practice into one where systems actually get implemented, team members stay longer, and you can practice fewer days while making more. The most successful dental practices aren't built on clinical excellence alone—they're built on leadership that makes people feel seen, heard, and valued.Text us your feedback! (please note: we cannot respond through this channel))Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go Here The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

Think the fastest path to wealth is selling your practice or hustling outside of dentistry? Think again. In this powerful Ask George episode, George Hariri and Richard Low reveal how owning your practice long-term—on your terms—is the real key to financial freedom, sustainable income, and a life you love.

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 4.3 | Originally Released: October 19, 2023 Listen in as David chats with healthcare real estate expert Colin Carr.  Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors. Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate—including do-it-oneself, not performing adequate due diligence and more—and what that will cost them in the long run. Colin delves into the choice between leasing and purchasing for a medical practice and relates the importance of having a multi-factor decision process as the key to fostering long-term peace of mind. He then discusses the significance of timing, in terms of when to make the ‘rent vs. own' decision, when to contact a landlord on a possible lease renewal, and even when to reach out to potential real estate agents. Colin wraps up by sharing how physicians can find an ethical, competent real estate agent they can trust. Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

Claims keep getting denied? Here's a hard truth: it's probably your fault. But in this episode, Dr. Travis Campbell shares everything he's learned about how to master the insurance game, get your denial rate under 2% and stop wasting hours on appeals.His insights cover everything from the common reasons SRP claims get denied to the simple step that makes crown approvals almost automatic. We also talk about what insurance reviewers actually want to see in claims, how to avoid surprise patient bills, and what every out-of-network practice should have in their office.Topics discussed in this episode:Why practices are going out-of-networkThe biggest reason claims get deniedPerio protocols and insurance strategyHow to overcome the AI problem and get claims approvedTips for dealing with insurance reviewersThe foundational restoration codeHow to reduce crown denialsMetrics you should track in your officeHow to calculate better estimatesThe Dental Insurance Guy membershipText us your feedback! (please note: we cannot respond through this channel))Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go Here The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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.

What happens when you buy a dental practice straight out of school? Richard and Andrew get real about the wins, the painful lessons, and the strategies that make it possible. If you're dreaming of ownership, this episode is packed with practical advice—and a few hard truths.

Tune in to hear:What are anti-goals and why are they often just as, if not more, powerful than goals?What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain?Why do humans have asymmetrical risk preferences and what does this reveal about human nature?What did famous investor Charlie Munger mean by his famous quote “invert, always invert?”What is the Stoic exercise of “Premitatio Malorum” and how can it be used in everyday 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: 1754-U-25176

Thinking about buying your first dental practice? In this episode, George Hariri and Richard Low revisit Shared Practices' evolved approach: acquiring “ready to grow” practices. Learn how to identify these opportunities, avoid common acquisition pitfalls, and set yourself up for sustainable growth aligned with your long-term vision.