Podcasts about Practice management

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

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.

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.

Pediatric dentist and entrepreneur Dr. Ashley Lerman joins little teeth, BIG Smiles to chat with Dr. Berg about her company First Grin and how its unique approach to teaching families about oral health care. Dr. Lerman shares how First Grin was born out of her experience right out of residency, working in a clinic, seeing dozens of high-risk patients a day who often had little-to-no prevention knowledge. She explains the original First Grin kit designed for expectant parents to set families up for success with the tools and knowledge needed for at-home preventive care. Dr. Lerman also delves into how First Grin is finding success partnering with payers and hospital networks to flag early oral health care as a priority issue amongst medical professionals outside of dentistry. Guest Bio: Dr. Ashley Lerman is a board-certified pediatric dentist, public health advocate, and founder of First Grin, a digital prevention platform that brings oral health into everyday family life. Through First Grin's app and educational kits, she helps families, payers and health systems connect dental care with overall wellness, starting in pregnancy and continuing through childhood and beyond for adults. Dr. Lerman works with major payers, employers, and baby registry partners to make preventive oral health education more accessible at-scale. Her work focuses on building sustainable tech – enabled models that improve engagement, reduce stress, reduce disease, and make oral care easier for families to start early and stick with over time. She's also the voice behind @pediatricdentistmom, a popular social media platform reaching millions of parents for its relatable evidence-based guidance on children's oral health. Her approach blends clinical expertise with empathy, helping parents build healthy habits without guilt or overwhelming them. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alina Bridges, MD, FAAD interviewed by Ryan Hick, MD, FAAD

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.

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

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.

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.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.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett's famous two-list strategy for focus and productivity. You'll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make.

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

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

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

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

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

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