Podcasts about Practice management

Before you spend another dollar on marketing, look at this first: your phones. Most practices assume their staff has it handled because calls are coming in and the team feels busy, but missed calls and poor phone systems could be costing you more new patients than you realize.In this episode, the DPH coaches explain how to audit your phone systems, reduce missed calls, and get more new patients on the schedule. You'll get ideas for simple workflows and automation tools that keep calls from slipping through the cracks.Topics discussed:The most overlooked KPI in most practicesHow to use phone trees, auto-attendant, and automatic textsPhone training and the nine most common call scenariosWhy you should prioritize new patients and emergenciesKPI benchmarks and what every practice should trackHow to create a culture where phones are prioritizedWhy practices always need new patientsThis episode was produced by Podcast Boutique https://www.podcastboutique.com  SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE  Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

A real-world breakdown of multi-practice ownership, associate management, rural dentistry challenges, and the financial and emotional reality of scaling back to a profitable solo dental practice.

Rising costs don't have to automatically mean less profit. If your supply spend is sitting around 7–8%, this episode will show you how your practice can get group-level pricing and support without selling or partnering with a DSO.Jeff Cellucci of MB2 Dental introduces Carabelli Club as an option for people who want all the benefits of a group without the commitment. That means group-level pricing, vetted vendors, and a simpler way to order everything your practice needs!Topics discussed:How dentistry and the DSO space has changedWhy MB2 Dental's partnership model differs from traditional groupsThe benefits of joining a DPO like MB2 DentalWhat Carabelli Club offers practice ownersHow you can reach 5% supply spend or less“Same-store” growth and why it mattersSign up for Carabelli Club today with code HEROES26 to get 4 FREE MONTHS with your membership! https://www.carabelliclub.com/This episode was produced by Podcast Boutique https://www.podcastboutique.com SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE  Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.  

Ever feel like your practice is stuck on repeat, fighting the same fires while your stress keeps rising? We get honest about why that happens and how to stop it—by freeing your leaders from task overload, building systems that hold, and protecting the time required to actually lead. When owners and department heads operate in reactive mode, the practice can't scale. The fix isn't hustle; it's structure.If you're ready to set up a leadership team with clear roles, evaluations, and playbooks, let's talk. Subscribe, share this with a colleague who's stuck in reactive mode, and leave a review to tell us which task you'll delegate first. SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE  Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side project.

Private practice feels tougher than ever. George shows how embracing AI, automation, and team-driven tech turns staffing headaches, competition, and insurance frustrations into growth and better patient care.

Sex questions, angry patients, and a staff meeting joke gone wrong — welcome to dentistry.In this episode, the DPH coaches share the weird, unexpected, and straight up awkward moments that have tested their leadership and their staff. Their stories highlight how you can respectfully handle uncomfortable situations in your practice and continue to lead even when things get messy.Topics discussed:Henry's awkward break room momentHow to handle explicit questions from patientsThe joke that taught Paul a lessonHow to talk to employees about co-workers' complaintsRunning into former employees outside the practiceWhat to do when a patient gets out of controlThe “nice to doctor, rude to staff” patientHoliday party chaos and how to control itThis episode was produced by Podcast Boutique https://www.podcastboutique.com Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Ever feel like no matter what you change in the practice, you're “wrong”? Push too hard and the team melts down. Stand still and nothing improves. We break the cycle by showing how to make progress without chaos: one focused change at a time, packaged around a clear outcome, supported by micro check-ins, and closed with a real finish line your team can trust.If you're ready to roll out systems at the right pace and build a team that embraces improvement, subscribe, share this episode with a colleague, and leave a quick review. Want hands-on help and a custom plan? Book a free strategy call at dentalpracticeheroes.com/strategy. Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

Hiring doesn't have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you're actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. In this episode, you'll learn:Why hiring a person before defining the role often leads to burnout, confusion, and poor performanceHow to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilitiesThe difference between stewarding people and stewarding results—and how great leaders balance bothWhy more help isn't always the answer, and when clarity and systems matter more than another hireHow defining roles creates better onboarding, stronger accountability, and clearer growth paths for your teamHiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.Learn more about Claire's hiring process 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.

This episode of Little Teeth, BIG Smiles explores how co-locating pediatric dentistry and orthodontics under one roof advances dentistry's version of the Triple Aim: improving patient experience, enhancing population oral health, and reducing per-capita costs. Dr. Christina Carter joins our host Dr. Joel Berg for a discussion that reframes co-location not as a convenience model, but as a value-based, prevention-oriented system of care that is particularly impactful for children, families, and underserved communities. Guest Bio: Dr. Christina R. Carter is a graduate of Haverford College in Haverford, Penn. She earned her dental degree at UMDNJ-NJDS, now Rutgers School of Dental Medicine. She earned her Certificate in both Pediatric Dentistry and Orthodontics at New York University College of Dentistry. She completed a fellowship in Cleft, Craniofacial and Surgical Orthodontics at the Institute of Reconstructive Plastic Surgery- New York University Langone Medical Center. She earned her Certificate as a Holistic Health Coach from the Institute of Integrative Nutrition in New York. She is a Diplomate of the American Board of Pediatric Dentistry and American Board of Orthodontics. Dr. Carter is in private practice in Madison, NJ. She has been named multiple times as a “Top Doctor” by New Jersey Magazine and “Favorite Kid's Doc” by New Jersey Family Magazine. She has served on the AAO Council of Orthodontic Health Care and multiple AAO committees and is a past president of the Northeastern Society of Orthodontists (NESO) and served as their Delegate Chair to the ADA House of Delegates. She often appears on Sirius Radio “Doctor Radio”, AAPD Podcasts, and has been published in Scholastic and Kiwimagazines. In addition, she has appeared on “Inside Edition”, WPIX NYC News, and Today.com. She lectures nationally and internationally on pediatric dentistry, orthodontics, and treating patients with special needs. She is an Assistant Professor at New York University College of Dentistry in the Departments of Pediatric Dentistry and Orthodontics. Dr. Carter enjoys volunteering with Special Olympics and alongside her certified therapy dog, Callie, through Creature Comfort Pet Therapy in New Jersey. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of the Shared Practices Podcast, George sits down with Dr. Aditi Agarwal, co-founder of Practice by Numbers and practicing dentist, to unpack how AI and data are transforming private practice ownership. Aditi shares the origin story of PBN, practical examples of Operations AI, revenue finding, and call analytics, and why embracing technology is becoming essential for private practices competing with DSOs. They close with a candid look at team-led tech adoption and how to reduce stress for your front office while increasing performance.

We work hard to build wealth, but are you taking the time to actually protect it? Yes, you have insurance and have established an LLC, but that doesn't mean you're covered.In today's episode, expert Gary Harker of Legally Mine shares three simple asset protection moves you can make right now to protect your money, lower your risk, and stop bleeding money in taxes. You'll get ideas for building wealth for your kids and simple ways to get proactive so you can keep more of what you earn!Topics discussed:The truth about lawsuits in dentistryThe biggest misconceptions about insurance and LLCsHow to separate your business and personal assetsThree simple asset protection moves you can do right nowThe importance of trusts and estate plansStrategies to reduce your tax burden and protect your wealthThe surprising reason you shouldn't hire a dental CPAHow to start the process and talk to your CPASET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE-------------------------------------------------------------------This episode was produced by Podcast Boutique https://www.podcastboutique.com  SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE  Get Free DPH Trainings,  Download the App and Join our Community!  CLICK 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.

Happy New Year to everyone! Cheers to a bright, safe and happy 2026! So today, folks, we'll be talking about a dental practice owner that had to deal with a pretty serious situation after returning to her pediatric dental office following a vacation. It turns out she discovered open instrument pouches in the trash bin that were still marked red, indicating the pouch was not effectively sterilized. So what would you do in a situation like this? To tell us all about is our guest Dr. Karson Carpenter. He is a dentist and expert in OSHA, Infection Control Compliance, HIPAA Compliance and is founder and president of Compliance Training Partners. You can get more info at compliancetrainingpartners.com Thanks to our episode sponsors: NSK America - https://www.nskdental.com/ BISCO - https://www.bisco.com/

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026

Most healthcare professionals are trained to sprint.Dental school is a sprint. Medical school is a sprint. Residency is a sprint. Early practice ownership often feels like one long push fueled by adrenaline, discipline, and grit. That approach can work for a while. Eventually, it breaks down.In this episode of The Burleson Box, Dustin Burleson sits down with Travis Frederickson and Dr. Logan Frederickson to unpack what peak performance actually means for healthcare providers over the long term.Travis draws on decades of experience training elite athletes and coaching high-performing professionals. Dr. Logan brings the medical perspective, explaining what happens physiologically and neurologically when stress, sleep deprivation, poor nutrition, and constant mental load remain unchecked.Together, they explore why so many dentists and physicians feel successful yet depleted, how energy becomes the real constraint later in a career, and why healthspan matters as much as lifespan. The conversation moves beyond productivity tips and into the deeper work of alignment across physical, mental, emotional, and personal domains.This episode challenges the idea that more effort is always the answer and replaces it with a more durable framework for clarity, sustainability, and long-term excellence. If you care about performing well at work without sacrificing your health, relationships, or sense of purpose, this conversation is worth your time. Resources Mentioned:Outlive: The Science and Art of Longevity by Peter AttiaThe 7 Habits of Highly Effective People by Stephen R. CoveyPeak Performance for Healthcare Providers - Now Streaming ***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.

Most practices don't fail for lack of systems—they fail because accountability shows up late, tense, and inconsistent. We unpack a practical way to fix that with the CVI method—curiosity, validation, and invitation—so your team follows through without fear, defensiveness, or drama. You'll hear why “laminated” SOPs stall, how delayed feedback normalizes noncompliance, and how reframing protocols around patient outcomes and team fairness wins real buy-in.If this resonated, share it with a colleague, subscribe for more practical leadership tools, and leave a 5-star review on Apple Podcasts so others can find the show. Got questions or want support? Book a free strategy call at dentalpracticeheroes.com/strategy.Join us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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 Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth's sake

Join Drs. Jensen and Richey on Dean's Chat as we sit down with Cindy Pezza, PMAC — an expert in podiatric practice management with years of real-world success helping clinics scale, streamline operations, and strengthen leadership culture. In this episode, Cindy breaks down what separates thriving podiatry practices from the rest, including systems that actually work, leadership strategies that build trust, and financial insights every DPM should understand. Whether you're a practice owner, office manager, associate, or resident preparing for leadership, this conversation is packed with actionable takeaways you can implement today.

Ready to stop being the bottleneck in your practice? In this powerful Ask George episode, George and Richard unpack exactly how to delegate without losing control—and why building leaders is the key to exponential growth. From patient ownership metrics to hiring the right office manager, you'll learn how to reclaim your time, energize your team, and scale with confidence.

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

Let's face it—no dentist got into ownership to handle HR headaches. Richard chats with Jill from HR for Health about how to finally stop worrying about HR. They cover everything from time-off tracking and employee handbooks to preventing team drama before it starts. Turns out, “compliance is caring”—and HR doesn't have to suck.

Ever feel like your checklists are getting longer while your problems get louder? We shine a light on the quiet force that stalls growth in so many dental practices: the truth everyone knows but no one says. Borrowing the concept of “mokita,” we explore how unspoken issues infect culture, erode patient experience, and drain profit—then we show you how to end the silence without blowing up your team.We walk through a simple, repeatable framework for tough conversations: Ask permission, State how you feel, Share the issue clearly, and Seek to understand. You'll hear how this approach lowers defensiveness, creates psychological safety, and replaces gossip with honest dialogue. From chronically late hygiene schedules to front desk friction, we unpack how to distinguish a process problem from a conversation problem, and why addressing the latter first makes your systems actually work. Real-world examples reveal how a single candid talk can outperform a dozen SOP tweaks.By the end, you'll have a practical script for tackling your biggest cultural bottlenecks and a weekly challenge to surface one mokita and resolve it. Expect fewer energy leaks, stronger accountability, and a smoother, more profitable practice that runs on trust. Ready to lead with clarity and courage? Listen now, then share the first hard conversation you'll start today—and subscribe for more tools to build a team-driven practice.Join us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

Every time a team member asks for a raise, the pressure is instant — but it doesn't have to be. In this episode, find out how to talk money with your team, set clear expectations, and lead raise conversations without it getting awkward. We explore inflation, bonuses, and systems that give your team a clear path for growth without blowing up your payroll. Listen now to take the stress out of every raise decision!Topics discussed:The trap of throwing money at problemsMistakes owners make when asked for a raiseHenry's dental assistant ladder and pay scaleHow to avoid losing team members when you say “no”How bonuses impact pay decisionsHow to handle the inflation and market pay argumentHow to stay competitive and keep team members happyThis episode was produced by Podcast Boutique https://www.podcastboutique.comeamsGet Free DPH Trainings,  Download the App and Join our Community!  CLICK HERE GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!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.

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through.

Tired of choosing between a great personality and plug-and-play experience? Richard and Caitlin show how real-world SOPs let you hire for attitude, train the skills, and stop feeling held hostage by turnover. Plus: easy ways to draft manuals with AI and keep a steady pipeline of candidates.

If you've ever felt like the glue holding your practice together, this conversation will challenge that belief and give you a new playbook for freedom. We unpack a counterintuitive idea—the Void Principle—where you stop filling every gap so your team has to step in, decisions spread, and systems mature. Through the story of Dr. Lance, a high-output dentist who cut his clinical days and raised income yet still feared taking more time off, we show how real autonomy arrives only when the owner steps back on purpose.Ready to trade heroics for a practice that runs without you? Subscribe, share this with a colleague who needs it, and leave a quick five-star review to help more owners find the show. Want personalized help designing your freedom plan? Book a strategy call at dentalpracticeheroes.com/strategy.Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!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, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Tune in to hear:What does Swiss-born British author Alain de Botton have to say about Macbeth's cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?How does storytelling make a truth durable in our minds by linking an idea to an ego?Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?How can Albert Ellis' “ABC Model” help us counteract irrational thoughts and cognitive distortions?What is an exercise you can work through to help correct detrimental self-speak?What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 3328-U-25338

If you're a dental practice owner that truly enjoys the clinical part of dentistry but would prefer not to be involved with many of the other facets of owning a practice you may want to look into a DPG, dental partnership group. DPGs will allow you to take some money off the table by selling a minority ownership in your practice. You remain the majority owner with full autonomy. To tell us all about it is Dr. Weston Spencer, Chief Dental Officer for SPP and a practicing general dentist in La Jolla, CA. Thanks to our episode sponsors: VOCO America - https://www.voco.dental/us/ NSK America - https://www.nskdental.com/

This bonus episode of DermSurgery Digest features interviews recorded live at the 2025 ASDS Annual Meeting to provide the top pearls, insights and takeaways from the premier dermatologic surgery meeting of the year, held in Chicago, IL, on Nov. 13-16, 2025. The practice management, surgical oncology and reconstruction sessions discussed, and the contributors featured are: Knots and Bots: Dermatologic Surgery in the Era of AI featuring Drs. Daniel Schlessinger and Kyle LauckBeyond the Textbook: Controversies in Cutaneous Oncology and Dermatologic Surgery featuring Drs. Jordan Lim, David Carr and Kathryn ShahwanUnlocking the Job Search: Tips for Residents and Early Career Physicians featuring Drs. Mona Sadeghpour and Yssra SolimanSkin Substitute Alternatives for Recalcitrant Postoperative Wounds featuring Drs. Tara Jennings and Ally-Khan SomaniAdvanced Reconstruction featuring Drs. Tara Jennings and Naomi Lawrence This podcast is hosted by Dermatologic Surgery Digital Content Editor, Naomi Lawrence, MD, and co-hosted by Michael Renzi, MD. Dermatologic Surgery is the official publication of the American Society for Dermatologic Surgery.Cosmetic dermatologic surgery sessions are featured in a separate episode. Your feedback is encouraged. Please contact communicationstaff@asds.net.

Most dental offices don't have an office manager problem—they have a role definition problem. We promoted the best front desk performer, gave them a title, and then left them buried in tasks with no roadmap for leadership. In this conversation, I share the exact KPI-based bonus system that transforms a “super admin” into a true leader who aligns team behavior with the practice's goals and delivers measurable growth.Ready to align behavior with results and build a practice that runs without you? Subscribe, share this episode with a fellow practice owner, and leave a review to tell us which KPI you're prioritizing next.GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!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.

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

In Part 2 of Thor's return to Practice Under Water, George and Thor tackle the complexities of scaling a thriving $2.5M practice. From facility constraints to associate performance and insurance strategy, this episode offers a real-time masterclass in transitioning from hustle-based growth to systems-driven sustainability.

On today's episode, we're talking with an inspiring young dentist whose story is nothing short of amazing. Meet Dr. Luis Abrahante—he came to the U.S. from Cuba at just 18 years old, not knowing a word of English. Fast forward to age 31, and he's already paid off his dental school loans, bought his own practice, and turned it into a fully digital, high-end aesthetic dentistry hub. He shares with us how he did it along with his favorite dental materials.

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

In this season-finale episode of The Burleson Box, Dustin Burleson is joined by longtime collaborator and digital marketing pioneer Jimmy Nicholas for a wide-ranging conversation on how artificial intelligence is actively reshaping dentistry and orthodontics.Their story goes back more than a decade to the Dan Kennedy GKIC days, a marketer-of-the-year competition, and the early experiments that turned Google into one of Dustin's top sources of new patients. Now, after selling his agency and sitting out a non-compete, Jimmy returns with a new focus on AI, compliance, automation, and what he calls “simple alignment” across marketing, operations, and team communication.This conversation moves well past surface-level AI hype. Dustin and Jimmy unpack what is actually working right now inside real practices, what most doctors still misunderstand, and where real opportunity exists heading into 2026.You will hear why Answer Engine Optimization, or AEO, may soon matter more than traditional SEO, how AI is changing follow-up systems, phone automation, and patient communication, and why most medical and dental websites are still invisible to large language models. They also discuss the risks that come with careless AI use, including HIPAA violations, hallucinated data, and unreliable financial calculations.This episode is essential listening for any practice owner who wants to stay competitive, protect their team's time, and apply AI with discipline rather than guesswork.Resources Mentioned:AI Beta Group (Free Community)Wealthy Entrepreneur Strategy Consultations ***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 does the Japanese Tea Ceremony, Chanoyu, symbolize beyond the ritualized preparation of tea? Why are rituals so important and how can we incorporate ritual into our modern lives?What did Polish Anthropologist Bronislaw Malinowski discover about the importance of fisherman's rituals in Papua New Guinea?How can rituals ease neural tension after a difficult day and give us a sense of control during chaotic times in our lives?Why is active participation in a ritual a prerequisite of reaping their potential benefits?How do we, practically, go about ritualizing our own life purpose? LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 

Join us for Episode 65, where Dave welcomes Chris Brady, Senior Vice President and Director of Practice Management, as well as a renowned national speaker at Pacific Life Insurance. In this engaging episode, they explore the essential elements of effective leadership, with a particular focus on the importance of trust. Dave and Chris will discuss the process of reinvention, the courage to make bold decisions, the art of public speaking, and the necessity of stepping outside our comfort zones. Don't miss this insightful and inspiring conversation!

In this episode, Dr. Carla Cohn will share her story—how she overcame early challenges, redefined her career on her own terms, and why she believes that when you're passionate about something, you should go after it fearlessly. She believes that delaying action will only hold you back from doing what you truly want. Her motto? "Start before you think you are ready." Dr. Cohn is a general dentist with over 30 years of clinical experience. She practices in Vancouver, Canada. She is a sought after speaker and the founder of Litsmileacademy. Thanks to our episode sponsors: Solventum - https://www.solventum.com/en-us/home/oral-care/ BISCO - https://www.bisco.com/

Ever feel like your day moves at the speed of the slowest checkout lane? We unpack the hidden inefficiencies that quietly drain hours, stress your team, and shrink profit—then replace them with simple, durable systems that make your practice feel calm, fast, and predictable.We start with the most common culprit: unprepared operatories. You'll hear how to standardize rooms for the 90% of procedures you do most, set visual par levels, and stop the scavenger hunts that interrupt care. From there, we attack duplicate admin work—re-explaining fees, reprinting treatment plans, and rescheduling canceled visits—and show how firm pre-collection policies and clean financial consent cut out second touches. The result is less confusion for patients and fewer fire drills for your front desk. Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of Practice Under Water, returning guest "Thor" shares how he grew his suburban dental practice from $700K to $2.5M in just four years. George helps him evaluate the next strategic step—moving, expanding, or embracing a pseudo-specialist role—all while preserving income and quality of life.

Are you ignoring a crucial part of your practice? In this episode, we're talking about the front desk. It's one of the most overlooked areas in dentistry, yet can also make or break case acceptance and production. Tune in to learn how to train your front desk to talk money, close treatment, and follow up the right way!Topics discussed:Why training is crucial for front deskDo you need a treatment coordinator?Key factors to closing treatmentFollow-up systems that boost case acceptance treatmentHow to coach your team and set them up for successThis episode was produced by Podcast Boutique https://www.podcastboutique.comTitle Options:The #1 Case Acceptance Bottleneck Dentists IgnoreYou're Losing Cases at the Front Desk — Here's How to Fix ItStop Ignoring the Front Desk (It's Costing You Thousands)How to Train Your Front Desk So Patients Say YesThe Front Desk Training Every Dentist Skips (And Pays For) Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Ever follow a GPS with total confidence only to realize it's steering you the wrong way? That's how ownership can feel when mindset traps masquerade as good guidance. We dig into three hidden patterns that quietly create burnout for dental practice owners and map out a better route built on leverage, systems, and leadership. Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedom  GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake 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.

Kick off 2026 with a plan that actually sticks. George walks through choosing your practice vision, pinpointing your #1 bottleneck, and installing a weekly operating rhythm so growth stops being random. Pick your avatar, align your team, and make the calendar turn count.

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