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Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of Coach's Corner, Caitlin Embree interviews Paul Lowry, co-founder of Dental Menu, to solve one of the biggest bottlenecks in dental practice management: failing in-house membership plans. While dropping insurance is a common goal, data shows that unmanaged cash-pay patients only have a 12% retention rate over five years, compared to 64% for insured patients.To achieve sustainable dental practice growth, practice owners must treat their membership programs like true subscriptions (e.g., Netflix or Amazon Prime) rather than one-off "Groupon" discount bundles that cause renewal gaps. Poorly administered plans not only create massive administrative headaches but also artificially lower your practice valuation by forcing you to zero out production or write off massive adjustments.Here is your blueprint for upgrading your dental practice management through a properly structured membership plan:Stop the "Discount" Mindset: Shift from selling a bundled package of cleanings to an auto-renewing subscription model to prevent patients from lapsing for months at a time.Fix Your Accounting: Stop adjusting membership preventative care to $0, as it destroys your KPIs. Dental Menu uses a separate bank account to process monthly fees and generate internal EOBs so production flawlessly matches collections.Protect Provider Pay: Proper dental practice management requires accurate ledgers so associate dentists and hygienists receive their correct collection-based bonuses when treating membership patients.Incentivize Your Team: Drive dental practice profitability by offering your front office staff bonuses (e.g., $25 per sign-up) to consistently present the membership plan to cash-pay patients.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Your dental practice can feel like it's drowning even when you're fully staffed and the schedule looks reasonable on paper. The real culprit is often smaller and harder to spot: tiny steps in your systems that get skipped, “just this once,” and then explode into bigger problems for the next person downstream. I'm breaking down how that ripple effect creates the daily feeling of chaos, backlog, and burnout and what to do about it as the leader. We walk through concrete dental practice management examples that every team recognises. First, pre-collecting patient copays for larger appointments: when we avoid a brief, uncomfortable money conversation, we often create longer conversations later, more insurance re-checking, slower check-in, and weaker patient commitment that leads to cancellations and holes in the schedule. Then we talk about scheduling hygiene and recall the right way, including the simple commitment question that reduces last-minute reschedules and protects production, team bonus, and momentum. We also dig into the front office and back office handoff, and how small documentation mistakes can quietly destroy trust. When the front desk has to keep double-checking what happened in the operatory, it slows everything down and can even lower treatment acceptance because patients feel the uncertainty. The solution is not hiring another person. It's building clear agreements, coaching the “why,” and creating a culture where each team member asks, “Did I make someone else's job easier or harder?” If you want calmer days, stronger systems, and a team that runs smoother together, subscribe, share this with a practice owner friend, and leave a quick review so we can help more offices. What small step gets skipped most often in your practice?Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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.
Your practice can be growing, profitable, and still carrying risks you do not see. In this episode, Partner Jay Reyero shares the story of an aesthetic plastic surgeon whose rapid growth led to overlooked compliance gaps across staffing, supervision, and business operations. What seemed to be working well quickly came into question when new regulations forced him to examine how his practice was actually structured. Tune in to learn how hidden compliance risks—like employee classification, scope-of-practice requirements, and oversight gaps—can impact even the most successful practices, and what it takes to build a foundation for sustainable growth.Chapters00:00 Intro01:19 Banter07:12 Story19:32 Access+20:12 Legal Takeaways29:36 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In today's episode, Justin shares one of the most important lessons he's learned as an entrepreneur: making a decision doesn't change your life. Taking action does.He explains why so many business owners stay stuck even though they know what they need to do. You'll learn why perfectionism, fear, and overthinking keep people from moving forward, and how taking the next right step can completely change the trajectory of your business.In this episode, you'll hear about:• Why making a decision without taking immediate action changes nothing.• The three stages of business growth and what it takes to build a business that creates real freedom.• How to overcome perfectionism, fear, and overwhelm by focusing on the next right step instead of waiting for the perfect plan.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Join Us This SeptemberIf you enjoy what we teach on this podcast, come experience it in person at RCC Mastermind Live. Get your non-member ticket: [LINK]To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of the Shared Practices Podcast, Dr. George Hariri answers listener requests to strip away group practice bias and focus entirely on elite solo dental practice management. Many practitioners mistakenly believe that a multi-provider clinic is the only route to high-level profitability, but optimizing a solo model can create an incredibly low-stress, high-income asset. George outlines the precision growth pathways and details how transitioning from a standard solo dentist to a "productive solo" or "smart solo" can elevate your take-home pay to $400,000 and beyond.To break out of the low-revenue trap, you must learn how to manipulate the core levers of dental practice management.Implement these critical solo growth metrics and systems in your practice:Build the 2-2-2 Operational Balance: Scale your patient base to seamlessly support two full-time hygienists, two front office team members, and two dental assistants to perfectly balance your diagnostic and administrative workflow.Master Hygiene Benchmarks: Understand that there are roughly 200 active patients per day of hygiene. Target a base of 1,600 active patients to completely fill two full columns of hygiene working four days a week.Hit Case Acceptance Targets: Elevate your presentation style to consistently achieve an 80% patient acceptance rate (patients saying yes to at least one treatment item) and a 30% to 40% total dollar value treatment acceptance rate.Lock In Diagnostic Consistency: Develop clear, research-backed clinical diagnostic protocols so your hygiene team can confidently co-diagnose and tee up treatment plans before you even enter the room.Maximize Time Efficiency: Unlike group practices that focus heavily on analytical data points, a solo practitioner must treat their personal clinical time as the most valuable asset in the building by delegating every legally allowed task to auxiliaries.Transforming your solo office requires moving past basic survival and adopting highly intentional dental practice management strategies.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple. Frank and Stacey open with a question most advisors never actually ask themselves before recruiting other advisors into their practice. What is your unique ability and is managing people part of it? Frank shares a story from a coaching client who built out an OSJ, then found himself spending his day solving other people's problems instead of doing the work that made him successful in the first place. That shift from servicing clients to servicing advisors is one of the biggest hidden costs in this model. From there, the conversation turns to ownership. Frank explains why collecting an override on another advisor's business will never get you the same financial advisor multiple as owning the revenue outright and why some of the most successful firms in the industry deliberately choose not to play that game. The episode wraps with a challenge for any advisor thinking about their next move. Stop building toward what you think you're supposed to build and start building around what you're actually great at. Questions answered in this episode include: What is your unique ability as a financial advisor? Should you build an OSJ or focus on growing your own practice? What's the difference between owning revenue and owning an override? Why do advisors get a lower multiple when they don't own the underlying business? What's the difference between a vertical business and a horizontal business? Why are financial advisors more demanding to service than clients? How do you decide what your business should look like as it grows? Chapters: 00:00 Introduction: To Build an OSJ or Not to Build 01:10 What Is Your Unique Ability as an Advisor 03:23 Why an OSJ Has to Earn Your Trust Every Day 06:43 The Multiple Advisors Are Leaving on the Table 07:31 Vertical Business vs Horizontal Business 12:55 Don't Get Trapped by the Enterprise Fad 14:13 Do What You Love or Make Money Being Miserable 17:23 How to Reach Elite Consulting Partners Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/
Curtis Asbury, MD, FAAD interviewed by Roman Bronfenbrener, MD, FAAD
In today's episode, Justin breaks down one of the biggest misconceptions in business: waiting until you're "ready" to hire. He explains why most practice owners stay stuck because they try to do everything themselves and why building the right team is the key to breaking through the next stage of growth.He shares the lessons he learned from hiring his first associate before he felt ready, the framework he uses to find great team members, and why becoming a great leader means having the courage to make both hiring and firing decisions.In this episode, you'll hear about:• Why waiting until your schedule is full to hire is one of the biggest mistakes practice owners make.• The hiring framework Justin uses to attract, interview, and evaluate the right people for his team.• Why great leadership isn't just about hiring fast, but also having the courage to let the wrong people go.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my three-day workweek. From the systems and team structure that made it possible to the mistakes, trade-offs, and mindset shifts along the way, this is the first of a two-part series that dives into exactly how I redesigned my business to support the life I wanted instead of the other way around.In this episode, you'll learn:Why reducing your workweek isn't about working less—it's about intentionally designing a business that doesn't require you to be constantly available.How I gradually reduced my schedule from 70-80 hour weeks to a sustainable three-day workweek through systems, delegation, and intentional calendar design.The practical strategies we used to set client expectations, protect boundaries, and deliver exceptional service without sacrificing responsiveness.How building documented processes, hiring the right team members, and creating a structured model week dramatically increased my productivity and revenue per hour.If you've been dreaming about creating more freedom in your business but aren't sure where to start, this episode will challenge the way you think about time, productivity, and what it really means to build a business that serves your life. Next week, I'll dive even deeper into the numbers, team structure, client service model, and the step-by-step roadmap you can use to begin creating your own version of a more intentional workweek.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of the Shared Practices Podcast, Caitlin Embree interviews Max Dempsey, the rockstar office manager for Dr. Jaspreet Parmar's two growing practices. Max provides a rare, behind-the-scenes look at dental practice management from the perspective of an elite team member navigating an ownership transition. With 29 years of experience, she shares how she evolved from a lead dental assistant into a multi-practice manager by mastering front-office billing, insurance communication, and team leadership through targeted coaching.For any dentist evaluating dental practice acquisitions, this episode highlights how crucial it is to establish a unified culture from day one.Here is your masterclass in team-driven dental practice management:Establish Core Values Early: Do not let your team wallow in uncertainty during a transition. Dr. Parmar took his team out on day one to collaboratively define the clinic's core values, instantly proving his commitment to structured leadership.Master Fee-for-Service Verbiage: Running an out-of-network practice requires flawless communication. Train your team to respond to insurance questions by offering to verify benefits and calculate estimated copays, ensuring a "wow factor" patient experience.Delegate and Trust: True dental practice management scaling requires the owner to step out of the daily administrative weeds. Dr. Parmar built trust with Max to the point where she now handles major HR issues independently, allowing him to focus strictly on clinical production.Hire for Personality: Never make desperate hires. Prioritize candidates who fit your culture and exhibit a strong desire to learn, as technical skills can always be taught through effective dental practice management systems.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Slow doesn't mean careful. Fast doesn't mean sloppy. Most dentists think efficiency comes at the cost of quality — but this episode will show you it's actually the key to managing a busy schedule.The DPH coaches break down how to get through your procedures faster without cutting corners. You'll hear their tips on how to speed up everyday procedures, the three things that let you run a 5-minute exam, and where your day quietly loses the most time.Topics discussed:(00:00) Introduction(02:24) Why efficiency starts with data(04:46) How to learn from your co-workers(06:57) Mistakes that cost you time(09:55) Mastering the juggle of a busy schedule(11:51) How to shorten your time with patients(14:44) The debate: watching associates work(20:15) How fast is fast enough(24:54) Why you can't skip stepsThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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.
The Efficient Advisor: Tactical Business Advice for Financial Planners
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In this episode, I challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make. I'll walk through a simple way to evaluate the true cost of waiting and share a practical exercise to help you stop trading time for unnecessary trial and error.In this episode, you'll learn:Why advisors consistently say time is more valuable than money, but often make business decisions that suggest otherwiseHow to think about the real value of investing in systems, templates, coaching, and support based on the speed of the outcomeA simple exercise to identify the projects that have been quietly costing you time, revenue, and peace of mindHow adopting a CEO mindset can help you optimize for saving years instead of simply saving dollarsThe best investment you can make isn't always the one that costs the least. Sometimes it's the one that helps you reclaim your time, reduce unnecessary stress, and accelerate the business and life you're trying to build. If you've been putting off an important project because you're trying to do it all yourself, I hope this episode gives you permission to stop waiting and start buying back your time.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
Andrew Archibald, CEO of MEDMIN, breaks down why the UK's private healthcare sector has been stuck in operational chaos — and what he's doing to fix it. Built on a model where NHS consultants moonlight as private practitioners with zero business infrastructure, the system has forced brilliant surgeons to spend Sunday mornings writing their own invoices. MEDMIN steps in as a total practice management partner, handling admin, billing, marketing, and patient relations so doctors can focus on medicine. The results speak for themselves: new-to-practice consultants see 300% income growth within three years. Andrew also makes the case for embracing AI tools as a non-negotiable business move, and shares how MEDMIN is scaling toward a UK-wide brand that serves both doctors and patients. Key Takeaways: 3:34 — Curiosity is a professional strategy: Andrew attributes his entire career trajectory to a compulsion to understand how systems work and why they break, which drives him toward roles others avoid. 6:08 — COVID exposed a healthcare system already running on empty: the UK's waiting lists doubled during the pandemic and have never fully recovered because the NHS was underfunded through the 2010s before the crisis hit. 15:17 — The problem is personal: top-tier surgeons are spending Sunday mornings reconciling invoices instead of recovering, and that hidden administrative tax is the core inefficiency MEDMIN was built to eliminate. 24:42 — The ROI of removing friction is measurable: consultants who join MEDMIN as new-to-practice doctors grow their earnings by 300% between year one and year three. Quote of the Show (19:21):"People have just learnt to put up with inadequate systems. The healthcare system in the UK is very poor at investing in technology, in the administrative things that make the whole thing get better. And it's about time to say: stop accepting it." — Andrew Archibald Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Andrew Archibald:LinkedIn: http://www.linkedin.com/in/andrew-archibald-363050aCompany Website: https://medmin.co.uk How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.
Every business owner reaches a moment when the next step is not so obvious. Hosts Brad and Michael kick off Season 24 with the lessons they learned from building their own firm. From the early days of moving fast and saying yes to every opportunity to navigating rapid growth, they reveal the challenges and turning points that shaped their journey. Learn how to avoid common pitfalls in your practice, build systems your team will actually follow, and make confident decisions when faced with the inevitable "what now?" Chapters00:00 Intro01:11 Banter04:37 Story15:52 Access+16:34 Legal Takeaways29:26 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In today's episode, Justin shares one of the biggest lessons from his own journey: success isn't about finding the perfect opportunity, it's about becoming the type of person who can create opportunities anywhere.He breaks down why mentorship, consistency, and personal growth matter more than chasing money early in your career. From choosing the right associateship to building a business that gives you freedom, Justin explains why the best investment you can make is in the person you're becoming.In this episode, you'll hear about:• Why the best associateship isn't always the one that pays the most—and what you should optimize for instead.• The mindset shifts that separate successful practice owners from everyone else, including consistency, high agency, and the willingness to move fast.• Why business is ultimately a personal growth exercise, and how becoming a better leader will transform every area of your life.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.If you want to be considered as a preceptor at Strive2Move early in 2027, dm @justinrabinowitz on Instagram and say "preceptor"To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo.Click here to book your demo.
Most physicians ask, “What business should I start?” But the better first question is: Where is the money I've already earned but haven't captured? In this solo episode of Bootstrap MD, Dr. Mike Woo-Ming walks through the concept of hidden revenue and shares five practical places where opportunities are hiding in plain sight. He demonstrates how AI can help spot patterns, reactivate old leads, monetize existing content, fix leaky offers, and plug operational gaps, turning overlooked assets into real income. He discussed: Why physicians generate great ideas but fail to follow up on existing opportunities Defining and finding “hidden revenue” in your current practice Using AI to analyze patient questions, leads, content, offers, and operations The power of patterns in patient inquiries and complaints Turning old content into monetizable offers Fixing leaks in current offers and pricing Operational follow-up systems that prevent revenue loss Three Actionable Takeaways: Hidden revenue is already in your world: You don't need a new idea, you need better visibility into the opportunities sitting in your inbox, patient questions, content, and operations. AI excels at spotting patterns: Feed it aggregated data (never PHI) to identify cash-pay services, group programs, follow-up sequences, and offer improvements. Start small and act today: Reply to that one old “tell me more” email, pick one of the five areas, and use AI to generate immediate next steps. Small consistent actions compound into significant revenue. About the Show: Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career. Tune in weekly at http://bootstrapmd.com About the Host: Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: www.https://www.bootstrapmd.com Want to start a podcast? Check out the Doctor Podcast Network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of Ask George, Dr. George Hariri shatters the industry myth that achieving more than 10% same-store growth is impossible. For the modern dentist, transitioning from an exhausted clinician to a strategic CEO requires executing targeted dental growth strategies. Rather than forcing generalized systems onto your team, true leadership means diagnosing your clinic's unique bottlenecks. To scale efficiently, stop treating every operational issue equally and focus your administrative time on the constraints that generate massive dental practice profitability.This episode serves as your survival guide for mastering dental practice management. George reveals the four operational levers that guarantee sustainable dental practice growth:- Patient Flow: Implement the Retain, Open, Fill method. Lock the back door by mastering hygiene reappointment rates, then open new columns.- Case Acceptance: Empower your staff to co-diagnose. When the team leads patient education, doctor production becomes completely predictable.- Consistency: Close the performance gap between your best and worst clinical team members to instantly elevate the practice floor.- Efficiency: Play "Whac-A-Mole" with your metrics. Identify massive operational leaks, like a high missed call rate, and resolve them immediately.Elite dental business strategies require you to leverage your time. If you only spend a few hours a week working on the business, you must direct that energy toward your weakest links. Customizing your dental growth strategies to target these precise inefficiencies guarantees predictable expansion year after year.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Have you ever been in that uncomfortable situation where you feel like you might need to report something to either the state board or even the police? This episode digs into an incredibly yucky topic, but the information provided should make it useful for any listener. Dr. Kuba and Bethany shift through many of the various situations that can come across your plate that might necessitate you filing a complaint or taking some type of action. Dr. Kuba and Bethany remind listeners of other actions that people can take if they determine not to publicly file a complaint. Get your vomit bags ready!! Gather with other practice owners and team leaders and dive into the incredibly important topic of leadership at the upcoming LEADERSHIP SUMMIT. Friday, September 18 from 8:30-4:30. Register today to take advantage of the EARLY BIRD SPECIAL! HUB HIGHLIGHTTeam Feedback Bundle Build a stronger, more connected team with tools designed to encourage appreciation, honest feedback, and employee engagement. Practice Walk Through and Cleaning Bundle Help your team maintain a clean, welcoming practice with easy-to-use templates for daily cleaning and office walkthroughs. Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!Interested in the Leadership Summit?Join Us! Friday, September 18, 20268:30am - 4:30pmIn The Colony, TXInquire or register TODAY!HelloBethany.com/Leadership
The Efficient Advisor: Tactical Business Advice for Financial Planners
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," this episode will help you rethink what truly delivers value. I'll share a simple client script you can use to confidently transition appropriate clients to fewer meetings while strengthening—not weakening—the relationship.In this episode you will learn: Why meeting less often can actually improve your client experience instead of diminishing itA simple script you can use to confidently transition clients from quarterly meetings to a more appropriate cadenceHow to reposition your value so clients understand that your expertise happens between meetings—not just during themThe mindset shift every advisor needs to make when designing a client service model that is fair, scalable, and profitableYour meeting schedule should reflect the value you deliver today—not the promises you made years ago when you first opened an account. By intentionally setting expectations, communicating the work happening behind the scenes, and building a client service model around impact instead of meeting frequency, you can create a better experience for your clients while building a more efficient business for yourself.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
If your days feel jam-packed but your dental practice still isn't improving, the problem usually isn't effort. It's urgency. The loudest problems in a practice always win, and they trick us into believing we'll work on systems, leadership, and growth “once things slow down.” They don't slow down, and that's exactly why so many practice owners feel stuck, overworked, and quietly frustrated.We unpack the real difference between reactive work and proactive work in dental practice management. Reactive work is the constant stream of fires: insurance denials, upset patients, schedule chaos, staffing surprises, and equipment problems. It keeps the lights on, but it doesn't build the future. Proactive work is what creates a practice that runs without you: onboarding systems, checklists, phone scripts, KPI scoreboards, P&L review, and leader development that prevents issues before they explode.We also talk about why this matters for your key leaders, especially the office manager. Many office managers spend their whole day reacting like a highly skilled admin employee, when what you really need is protected time for true management. I share the shift I had to make when I hit a breaking point, and how blocking and defending CEO time became the turning point for building momentum again.If you're ready to stop living in reaction mode and start building a calmer, more profitable practice, listen now, share this with a colleague, and subscribe so you don't miss what comes next. And if you want help installing systems and protecting proactive time, book a free strategy call at dentalpracticeheroes.com/slash strategy, then leave a review on Apple Podcasts or Spotify.Invest in your Team and the Leaders you Need at the DPH Leadership Intensive Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 today's episode, Justin dives deeper into the reasoning behind the Rehab Chiro Coach Executive Program and why he believes most chiropractors are being set up to fail from the moment they graduate.He shares the biggest mistakes he sees new grads, associates, and practice owners make, why environment matters more than tactics, and how the first five years of your career can determine the trajectory of the next twenty.In this episode, you'll hear about:• Why mentorship and environment matter more than money early in your career.• The biggest false beliefs keeping chiropractors stuck.• How the Rehab Chiro Coach Executive Program creates a different path forward.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost optometrists believe the path to a better bottom line runs through growth — more patients, more marketing, more demand. But what if that's the wrong problem to solve?In this episode, Evon sits down with Dr. Kerry Reeves, owner of Advanced Eye Care in North and South Carolina, to unpack a different way of thinking about practice performance. Drawing on 27 years in optometry — including five years rebuilding systems in post-earthquake Haiti — Kerry makes the case that optometry doesn't have a growth problem, it has a capacity problem. We dig into how systems and bottlenecks shape everything from daily stress to the eventual value of your practice, and why simply adding more patients to a strained system creates pressure instead of progress.What You'll LearnWhy capacity, not growth, is the real constraint for most mature practicesHow to find the "Herbie" — the bottleneck — in your practiceWhat happens when demand increases but your systems don'tWhy handoffs are where practices break under pressureHow over-dependence on the owner creates fragility and lowers practice valueThe four rungs of the "dependency ladder"How a lack of capacity drives stress and burnout for both doctors and staffWhere AI can remove friction in a practice — and where it's overhypedKey Takeaways for OptometristsFor most established practices, the instinct to chase growth misses the real issue. As Kerry puts it, growth without redesign becomes pressure, not progress. A system built to handle 14 patients a day doesn't simply stretch to 22 — it cracks, usually at the handoffs between staff, and the strain shows up as burnout, turnover, remakes, and a worse patient experience. Adding patients before fixing the system tends to surface problems you didn't know you had.There's a direct line between systems and practice value, too. The more a practice depends on the owner to solve every problem and make every decision, the more fragile — and less valuable — it becomes to any future buyer. Building a practice that runs well without you isn't just about reducing daily stress; it's one of the most meaningful things you can do for both the value and the resilience of the business. The work is ongoing: as Kerry notes, the bottleneck never stays in one place, so finding and fixing "Herbie" is a continuous process, not a one-time fix.Resources for OptometristsConnect with Dr. Kerry Reeves on LinkedInEyeCoin Patient Interaction PlatformThe Goal by Eliyahu Goldratt — the systems book referenced in the episodePodcast Ep 160: How to Maximize Your Optometry Practice Value Before You Sell with Erich MatteiPodcast Ep 157: The Location-Independent OD: Compensation, Licensing & the Future of Remote Care with Crystal Edison, ODPodcast Ep 164: Planning Your Practice Exit – The Retirement Math That Sets the FloorWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.
The Efficient Advisor: Tactical Business Advice for Financial Planners
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you head into the next quarter.In this episode, you'll learn:How to structure a quarterly CEO Day that actually leads to action instead of becoming another day spent answering emails and putting out fires.The five key business categories every advisor should review each quarter, including people, finances, processes, client experience, and technology.Why brain dumps and structured reflection exercises help uncover opportunities, bottlenecks, and priorities that are easy to miss during day-to-day operations.A practical framework for identifying your next three quarterly goals and turning them into actionable plans that actually get completed.Libby shares the same process she used in her own advisory firm and now teaches inside her coaching programs. If you've ever wondered what it really means to "work on the business," this episode gives you a step-by-step roadmap for creating the time, clarity, and focus needed to move your firm forward. As you wrap up the quarter, consider blocking time on your calendar for your own CEO Day—you may be surprised by how much progress can come from simply creating the space to think strategically.Join the Systems to Scale Group Coaching Program HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode, Caitlin Embree and Cory Pinegar, CEO of Reach, dive into integrating virtual support to elevate your dental practice management. With operating costs rising roughly 87% since 2001 and insurance reimbursements remaining stagnant, the modern dentist is getting squeezed. To maintain dental practice profitability, owners must rethink their traditional staffing models.Cory explains why conventional outsourcing fails and how embedding a dedicated virtual team member transforms your dental practice management. By delegating repetitive front-desk tasks, your in-office staff can focus exclusively on the patients directly in front of them, driving sustainable dental practice growth.Here is your blueprint for implementing elite dental business strategies using virtual support:Capture Missed Revenue: Over 60% of Reach's clients start by delegating inbound phone calls because the industry average for missed calls is 33%.Define Success Metrics: Before hiring, clearly outline whether your goal is saving money, buying back time, or driving revenue to ensure a measurable ROI.Customize Your Training: Provide the final 20% of practice-specific training, such as exact verbiage and software nuances, to fully integrate your virtual assistant.Embrace AI as a Tool: Combine the efficiency of AI technology with the empathy of human virtual assistants rather than treating them as opposing forces.Treating virtual assistants like actual human team members is the missing link in modern dental practice management.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.
In today's episode, Justin explains why talent alone isn't enough to succeed in chiropractic.Drawing from his experience building Strive2Move and Rehab Chiro Coach, he shares why most chiropractors struggle after graduation and how the right environment can accelerate growth, leadership, confidence, and success.In this episode, you'll hear about:• Why mentorship and accountability matter more than talent.• How the right environment can compress years of growth into months.• What makes the Rehab Chiro Coach Executive Program different from a traditional associateship.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost practice owners spend close to two decades building their business — and too often only a few months planning how they exit it. That imbalance shows up in the outcomes.This episode kicks off a new series on planning for the sale of your practice, built around five questions worth answering long before a sale shows up on your calendar. We start with the first and most important one: not "what is my practice worth?" but "what does this sale actually need to do for my retirement to work?"Because those are two completely different questions — and the gap between what you assume the practice is worth and what you actually need it to do is where a lot of the regret lives. We walk through why your retirement gap sets the floor for every other exit decision, how to actually build that number, and why the earlier you start, the more flexibility you'll have on your way out.What You'll LearnThe five questions to answer when planning to exit your practice (and why this one comes first)Why your practice valuation only matters in relation to your retirement gapHow two identical practices can lead to two completely different sale strategiesWhy earlier owners have far more flexibility — and how to "pre-fund" your future buyoutHow to build your retirement gap: lifestyle spending, guaranteed income, existing assets, and the gap that remainsHow that gap becomes your negotiating floor — shaping timeline, buyer type, and payment structureThe what-if scenarios worth testing before you ever sellKey Takeaways for OptometristsYour practice valuation is only meaningful in context. The number that actually matters is the gap between what you've already built outside the practice and what your retirement plan needs to succeed. Until you know that gap, every conversation about price, structure, and buyer is theoretical — you have nothing to measure an offer against.Figure out that number first, and it becomes your negotiating floor. It tells you whether you can wait for the right buyer, whether you can sell to an associate at a friendly price or need to chase a higher multiple, and whether work is truly optional afterward. Too many owners step into a sale unsure of what their family actually needs — and let the deal determine their retirement plan rather than the other way around.Resources for OptometristsPodcast Ep 160: How to Maximize Your Optometry Practice Value Before You Sell with Erich MatteiPodcast Ep 50: Guide to Due Diligence on Practice Purchases with Erich MatteiPodcast Ep 80: Intro to Optometry Practice Valuations with Erich MatteiPodcast Ep 70: Financial Planning Considerations for Owners of Established Optometry PracticesWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.
In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.
Scaling sounds great until you find out what it costs you. Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it. Frank LaRosa and Stacey Frank tackle the transition that trips up most advisors, the move from doing the work to owning the business to leading it as a CEO. The dream is an enterprise level practice. The obstacle is that the advisor is still the one holding every relationship and refusing to let go. In this conversation they get into why advisors resist building real infrastructure, why holding onto clients forever quietly limits the business and why the next hire that actually moves the needle is rarely another producer. They also talk through the cost of waiting to invest and the mindset that separates advisors who reach the next level from those who keep talking about it. If you want to grow but keep doing everything yourself, this episode points straight at the thing holding you back. Questions answered in this episode include: What does it really mean to move from practitioner to business owner to CEO? Why do so many advisors say they want to scale but never actually do it? At what point do you have to stop working directly with your clients? What is the difference between working in your business and working on your business? Why is hiring an executive assistant more important than hiring another salesperson? How early should you build the team for the business you want to become? What does it cost an advisor to keep being cheap with key hires? Chapters: 00:00:00 The crux of where advisors get scaling wrong 00:00:34 Welcome and the practitioner to CEO transition 00:03:49 Are you ready to be the business owner 00:07:30 The mic drop moment about giving up clients 00:09:33 The real mistake advisors make when they scale 00:11:33 In the business versus on the business 00:19:16 The most important hire is not who you think 00:19:51 Build the team today before you think you need it Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/
In today's episode, Justin talks to Dr. Jay Greenstein, a chiro with over three decades of experience in the field. Jay built multiple practices and is now a leading voice in AI and digital health tech. Tune in to find out how AI is changing chiropractic, why seeking out knowledge is key but also why focusing on good leadership principles underpins every successful practice. In this episode, you'll hear about:How to prevent burnout What AI is going to bring next And where chiropractic will be in 30 years. Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences. More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.In this episode, you'll learn:Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gesturesHow to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the yearHow to build a simple process for capturing and accessing client intel so no important details get lost over timeThe best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
In this episode of the Optimized Advisor Podcast, host Scott Heinila sits down with award-winning marketing strategist Tiffany Markarian, who brings over three decades of experience coaching financial advisors on scaling their businesses and deepening their marketing traction. The discussion opens with the evolving advisor landscape — an aging workforce, the rise of technology and AI, and the expanding geographic reach those tools enable. Tiffany cautions that technology is meant to make the back office more efficient so advisors can be more client-facing, not to replace the relationship-building and networking that actually generate qualified prospects. "Hope is not a plan," she notes, pushing back on the "post and hope" approach to content marketing. From there, the conversation turns to the core distinction between growth and scale. Tiffany argues that most practices are struggling with scale — the day-to-day capacity to serve clients well — rather than a shortage of growth opportunities. She lays out a concrete exercise: run every household in descending order of revenue, tally the hours the entire staff (not just the advisor) spends servicing each one, and tier clients honestly. The numbers often reveal that lower tiers are being over-served at a loss, while top clients point the way toward profitable niche networks the advisor didn't realize they already had. The episode also explores the choice every successful advisor eventually faces — remaining a lead "income producer" or building an enterprise — and emphasizes that both paths are valid as long as the advisor is honest about the trade-offs and listens to their staff. Tiffany and Scott close with a look ahead at continued M&A activity, rapid technology adoption, and clients demanding broader planning services, concluding that a loyal client base anchored in a clear niche is what carries an advisor through whatever changes come. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning
If you've ever reached the end of a packed clinic day wondering why every single problem somehow finds its way back to you, you're not alone and you're not broken. I'm Dr. Paul Etchison, and I'm talking about a leadership pattern that quietly traps dental practice owners: the rescuer trap. It looks like support. It feels like servant leadership. But it often turns you into the rate-limiting step and trains your team to wait for you instead of thinking.We dig into why dentists fall into this habit (because we're capable, we care, and we want things done right), and why it keeps a dental practice from scaling. When the doctor fixes everything, the team learns dependence, accountability gets fuzzy, and conflict resolution gets outsourced upward. I share a real practice story that exposed how unclear expectations can persist until the owner steps in, plus the mindset shift that helps your leads take problems into their own hands.From there, we get practical: how to create psychological safety with “grace over guilt,” why discomfort is required for leadership development, and how to switch from rescuer to coach. You'll hear specific coaching prompts to use when someone brings you an issue, how to give fewer answers without being “unhelpful,” and what it takes to build a team that can operate without needing you constantly.If you want a practice that runs better with less doctor stress, subscribe, share this with an owner friend, and leave a five-star review. And if you're ready for help, check out dentalpracticeheroes.com/transform or book a free strategy call at dentalpracticeheroes.com/strategy. Check out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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.
The most important part of your surgery isn't plugged in, mounted, or calibrated. It's the person standing beside you. Have you ever dreaded walking into a beautiful practice with lovely patients — purely because of who you share the surgery with? What do you actually do, in the moment, when your assistant rolls their eyes at a request for rubber dam? And should you be friends with your assistant at all — or does that cross a line you'll regret? This is an Interference Cast — a non-clinical but deeply practical episode — with Dr. Sarah Braun, a dentist in Australia and a fellow Protrusive Guidance member who DM'd to suggest this very topic. No course, no book, nothing to sell: just two clinicians comparing notes (and the odd scar) on the one relationship that quietly shapes your whole working life. It sits inside this month's theme of the relationships that support your career. https://youtu.be/OyztRyPpcHM Watch IC075 on YouTube What You'll Take From This Episode The full breakdown is in the Premium Notes; here's the shape of the thinking that runs through the episode: Engagement is the whole game — the assistant relationship sets the mood of the room, the patient's experience, and whether good people stay. Speak their language — appreciation only lands if it's delivered in the form that particular person actually values. Appreciation is a verb — specific, named praise lands far harder than a vague “good job.” Let them, let me — you don't control how someone reacts in the moment; you only control your response to it. Lead the room — dentistry is a performance, and the room takes its emotional cue from whoever is leading it. Highlights of this episode: 00:00 TEASER01:13 Why This One Relationship Can Make or Break You03:49 A Non-Clinical Interference Cast: What to Expect04:47 Meet the Guest: Nine Years In, City to Country07:01 A Week in Private Practice09:15 How Much Does the Dentist–Assistant Relationship Matter?11:01 Engagement at Work: The Gallup Lens12:30 People Remember How You Made Them Feel14:21 When the Relationship Turns Toxic15:23 The Power Imbalance You Might Not See18:11 The First-Day Conversation20:52 Keeping Your Assistant Engaged22:23 Specific Praise Beats a Vague “Good Job”23:55 Midroll27:37 You Can Only Control Yourself29:34 The Eye-Roll Moment: Let Them, Let Me31:23 Off Days vs Patterns32:12 Appreciation, Gifting & Speaking Their Language35:32 Run the Relationship Like It Matters36:48 Friends With Your Assistant, or Keep Your Distance?39:08 A Best Friend at Work: The Engagement Link41:15 Advice for New Grads: Start With Time Management44:26 Teaching as a Tool: Show Your Working Out48:05 Wrap-Up & a Healthy Debate48:37 CPD Outro & the Protrusive Vault References & Further Reading: Sources and further reading from this episode: Chapman G. The Five Love Languages. Northfield Publishing, 1992. The five ways people give and receive appreciation — words of affirmation, quality time, acts of service, receiving gifts, and physical touch — applied here to the dentist–assistant relationship. Robbins M, Robbins S. The Let Them Theory. Hay House, 2024. The “let them / let me” reframe for releasing what you can't control and owning your own response. Rath T. StrengthsFinder 2.0. Gallup Press, 2007. The CliftonStrengths assessment; “Learner” is one of its talent themes, referenced in the discussion of teaching as a way to engage your assistant. Gallup employee-engagement research. The Gallup Q12 engagement survey (including the validated “I have a best friend at work” item) and Gallup's State of the Global Workplace reports. Source of the workforce-engagement framing in this episode. Exact figures vary by year — see Reviewer Note. Want more? If you enjoyed this episode, check out: How to Find a Mentor in 5 Seconds Flat! – IC058. #InterferenceCast #CareerDevelopment #Communication #BeyondDentistry Listen, Subscribe, Earn CPD: This episode is eligible for 0.75 CE credit via the quiz on Protrusive Guidance. This episode meets GDC Outcomes A and B AGD Subject Code: 550 Practice Management and Human Relations Aim & Learning Outcomes: Aim: To help dental practitioners understand and strengthen the working relationship between dentist and dental assistant — recognising its impact on team engagement, patient experience and personal job satisfaction, and building practical habits to improve it. Learning Outcomes — by the end of this episode, dentists will be able to: Explain how the working relationship between a dentist and a dental assistant affects team engagement, the patient experience, and clinician wellbeing. Identify practical strategies for communicating appreciation and recognition in ways suited to the individual, and for involving an assistant according to their preferences. Apply self-management and emotional-regulation approaches to leading the surgery and responding constructively to interpersonal friction.
MedAxiom HeartTalk: Transforming Cardiovascular Care Together
In this MedAxiom HeartTalk, host Melanie Lawson, MS, sits down with Jasen Gundersen, MD, CEO and Christie Yoder, COO at CardioOne. Together, they explore practical strategies for immediate growth in cardiology practices, emphasizing small, achievable changes over long-term planning.
In today's episode, Justin dives deeper into the reasoning behind the Rehab Chiro Coach Executive Program and why he believes most chiropractors are being set up to fail from the moment they graduate.He shares the biggest mistakes he sees new grads, associates, and practice owners make, why environment matters more than tactics, and how the first five years of your career can determine the trajectory of the next twenty.In this episode, you'll hear about:• Why mentorship and environment matter more than money early in your career.• The biggest false beliefs keeping chiropractors stuck.• How the Rehab Chiro Coach Executive Program creates a different path forward.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this Ask George episode, we tackle the ultimate debate in dental practice ownership: have you built a highly profitable business, or just a high-paying job? Dr. George Hariri breaks down the reality of "key man risk," proving that if your office relies on your personal clinical energy to generate revenue, you are acting as an employee. For a future owner, making the shift to CEO requires mastering advanced dental practice management so your team performs efficiently without your oversight.This ultimate survival guide for mastering dental practice ownership shows you exactly how to shift from a stressful owner-driven clinical model to an autonomous, team-driven powerhouse. To achieve sustainable dental practice growth, implement KPI accountability:Missed Call Rate: Track front office metrics to capture inbound leads.Reactive Retention: Consistently monitor your overdue recare efforts.Proactive Retention: Push daily hygiene reappointments past a 90% target.To cement your dental practice ownership, delegate case acceptance entirely. When hygienists are calibrated to co-diagnose, they educate patients before you arrive, massively boosting dental practice profitability. We also highlight why the associate to owner transition fails without an Office Manager handling HR and payroll, ensuring scaling does not create more work. Embrace entrepreneurship for dentists by building systems that leverage your team's time.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
The best practices aren't built on systems and numbers — they're built on something that's easy to forget.In this episode, Bree Groff breaks down why people are the backbone of a practice and how leaders can bring out their team's best. Working with teams at Google, Microsoft, and Pfizer, she's developed simple exercises and team practices that drive performance and bring fun to any size practice.Topics discussed:The "performative exhaustion" trapWhat people need more than a paycheckThe most underrated leadership roleHow to make work fun and show that you careTwo simple tools that help teams connectShould you be friends with the people you lead?This episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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.
Dr. Keya Lock interviews Drs. Jun Ma and Mo Azam, guest editors of July's ASA Monitor, about practice management staffing models. Listen in as they consider adaptive staffing models, managing NORA expansion, workforce strategies, burnishing leadership skills, what the future might look like, and more. Recorded June 2026.
In today's episode, Justin announces the launch of the Rehab Chiro Coach Executive Program.Designed for ambitious chiropractors who want more than a traditional associateship, this program provides hands-on mentorship, leadership development, business training, and a direct path to becoming a future leader within Strive2Move and Rehab Chiro Coach.In this episode, you'll hear about:• Why the current path for most chiropractors is broken.• What makes the Executive Program different from a traditional associateship.• How we're developing the next generation of leaders in chiropractic.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo. (edited)
Technology in dentistry is moving faster than ever, and it's easy to feel like you're falling behind. AI is writing chart notes, robots are helping place implants, and there's a new company pitching you every day.In this episode, Dr. Alan Mead and Paul discuss where dentistry is really headed, what's worth your attention, and what matters most even as the tools evolve.Topics discussed:Microscope dentistryHow tech in dentistry has changed over the past 30 yearsGetting patients to trust your treatment planThe dental task AI is about to automateCould robots actually replace dentists?Why you should beware of new AI toolsThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 Justin takes you deep into a talk from earlier in the year, a recent opening address at RehabChiro Mastermind Live in Orlando. It's an intimate one. In a deeply personal talk Justin explains why thinking that you're not ready is holding your business back. Why work life balance is a mythWhat a childhood trauma taught Justin about being ready Why waiting to be ready is killing your business Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
The "Busy" Trap in DentistryFor Future Dental Practice Owners, a packed schedule feels like success. Yet, a booked day lacking strategic production leads to clinical burnout. Dr. Andrew Clingan and Caitlin Embree reveal why being merely "busy" destroys dental practice profitability. Moving from clinician to empowered CEO means stopping the cycle of stepping over dollars to pick up pennies. This requires mastering dental practice management through intentional scheduling.Your Scheduling Survival Guide:If your days are chaotic but collections are stagnant, your systems are failing. Allowing patients to cancel restorative work without consequence is why dental practice profitability drops. You cannot achieve sustainable dental practice growth if your team scrambles for supplies instead of prepping same-day treatment. To implement elite dental business strategies, engineer your operations:Implement Block Scheduling: Define daily "rocks" and "boulders" to hit goals before filling gaps.Enforce Front Desk Protocols: Separate doctor time from assistant time to end bottlenecks.Demand Accountability: Stop absorbing no-shows by collecting upfront deposits for major cases.Optimize Back-Office Systems: Standardize inventory so your team can add same-day treatment.Dr. Clingan shares how these systems turned a routine limited exam into a prepaid $17,000 case in ten minutes. This operational mindset lays the foundation for scalable dental business ownership and predictable dental practice profitability. It is vital for the associate to owner transition.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
If you've ever looked around your dental office and thought, “Why am I the only one who cares?”, you're not alone and you're not crazy. We've felt that same disconnect between the emotional weight of practice ownership and a team that seems able to clock out and leave it all behind. That gap can turn into resentment fast, and it's one of the quiet drivers of dentist burnout, poor practice culture, and constant frustration with accountability.We dig into a hard truth in dental practice management: your team will never care the same way you do, because they don't carry the same risk, debt, payroll pressure, and reputation stakes. But “they don't care like an owner” doesn't mean they can't care deeply. The real issue is often the environment we create, especially when every decision funnels through us or through a single fixer on the team. That pattern trains dependence, kills autonomy, and leaves the owner carrying every problem, even on weekends.From there we get practical about dental leadership. We talk about building connection outside of corrective conversations, making small relational deposits that help people feel seen, and creating psychological safety so reasonable mistakes become learning instead of fear. We also share why teams support what they help build, plus a simple framework to invite staff into solutions so they truly own results without needing equity. If you want more engagement, better communication, and a lighter emotional load as an owner, this gives you a clear starting point.If you need help building an engaged team and a healthier dental office culture, reach out for a strategy call, and if this helps you, subscribe, share the episode with another practice owner, and leave a five-star review so more dentists can find it.Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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.
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I'm coming to you from the Ritz-Carlton in Chicago, where I'm speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I've watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn't help but think about how easily many of those same principles can be applied inside an advisory firm. In this episode, I'm breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences.In this episode, you'll learn:How the Ritz-Carlton's famous $2,000 Rule empowers employees to solve problems, create memorable moments, and deliver exceptional service without waiting for management approvalWhy capturing client preferences and personal details is only half the battle—and how to actually use that information to strengthen relationships and deepen client loyaltyHow daily service meetings at the Ritz create consistency across the organization and how advisors can incorporate client experience discussions into their own team meetingsThe three foundational pillars of a remarkable client experience: empowering your team, collecting meaningful client intelligence, and creating processes that ensure consistence.The best client experiences don't happen by accident. The Ritz-Carlton has built a reputation for excellence by intentionally empowering employees, documenting client preferences, and creating systems that reinforce exceptional service every day. The good news is that you don't need a luxury hotel budget to apply these principles. Small, thoughtful actions backed by strong processes can help your clients feel seen, known, and valued—and that's what creates loyalty, referrals, and lasting relationships.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
The most expensive report in your practice is the one you're not opening: the AR report.This episode unpacks why your old AR keeps piling up and how to clean it up without losing patients or overwhelming the front desk. You'll learn how to collect what you're owed (and when to let go), spot problems before they spiral, and build systems that keep it from happening again.Topics discussed:AR system failures and how to prevent themCollecting old AR without losing patientsPatient AR vs. insurance ARThe "zero statement" practice (and how to build one)Weekly metrics every owner should be trackingThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe 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 part two of Justin's conversation with Dr Benjamin Stevens, they go even deeper into what you need to do to start growing your practice. Ben tells us why being good at business is not just good for your bottom line, but makes you a better clinician. Justin and Ben also dig into why patients disappear after a great first visit and the uncomfortable hack that you might have to use to stop that from happening. In this episode, you'll hear about:Why you have an ethical obligation to your patients to be good at business Why you shouldn't treat chronic patients like they're acuteHow to stop overwhelming your patients with information.Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
In this episode of Ask George, Dr. George Hariri breaks down the common—yet avoidable—trap where adding an associate leads to a massive drop in dental practice profitability. George shares his own Dental Moneyball cautionary tale: how he went from a thriving income to making zero dollars after hiring his first associate. This episode serves as a survival guide for any dentist moving from clinician to CEO, ensuring that your associate to owner transition actually results in more freedom, not just more expenses. George explores the "perfect storm" that kills dental practice profitability: rising overhead costs paired with a less efficient provider seeing your patients. You will learn specific dental business strategies to mitigate these risks, including the "two-to-one" hygiene-to-restorative ratio and how to expand your office capacity by modifying your schedule. We discuss why owner doctors are typically more efficient and how to train your team for co-diagnosis so that your associate walks into a well-oiled system of case acceptance. Whether you are looking to work fewer days or simply want to scale your net worth, George provides the roadmap for delegating lower-level procedures while keeping your high-production hourly rate intact. Stop guessing and start using data-driven insights to ensure your next hire is a catalyst for dental practice profitability rather than a drain on your bank account. Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
Your new hire isn't “bad” after three days, they're lost in your system. When we throw someone into a busy dental office with a login, a quick tour, and a vague “just ask questions,” we create office survival training. That is not onboarding, and it is one of the fastest paths to turnover, resentment, and the feeling that you can never keep a solid dental team.I break down why dental experience doesn't automatically translate into performance in your practice. Every office has a different pace, different expectations, different practice management software, and a different way of communicating with patients. Even talented, experienced people can struggle more when they feel pressure to prove themselves and don't feel safe admitting what they don't know. We talk about how inflated expectations and low psychological safety quietly destroy trust, and what to do instead if you want real employee retention.Then we get practical: assign one trainer, not a whole department, and build an onboarding system that does not live in the brain of your best employee. I share how to create a simple training framework by role, set standards without scaring good people away, and use a 30-60-90 day onboarding plan so learning happens in the right order. The goal is a practice that runs smoother, trains faster, and keeps great people because the environment makes it safe to ask questions and grow.If you want more structure like this in your dental practice management and leadership, subscribe, share this with a practice owner friend, and leave a five-star review so more dentists can find the show. What is the first change you will make to your onboarding this week?Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your LifeWe 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.
Shared Practices | Your Dental Roadmap to Practice Ownership | Custom Made for the New Dentist
Caitlin Embree and Morgan Hamon from EAG Dental Advisors bridge the gap between daily operations and proactive financial management for dentists. Transitioning from clinician to CEO requires deep financial clarity. Most owners only speak to their CPA during tax season, but advanced financial management for dentists transforms raw data into insights that fuel long-term dental practice profitability. If your goal is sustainable dental practice growth, this is your survival guide. Morgan explains how specialized CPAs act as your financial radiologist—diagnosing cash flow bottlenecks—so your dental practice management team can perform the operational surgery. We explore why standard profit and loss statements hide critical metrics like debt service. Here is your blueprint to master dental business strategies and dental practice ownership:Master the Rule of Threes: Hygienists must produce three times their total pay to sustain dental practice profitability. Calculate Cash Reserves: Keep one to two months of break-even capital, combining operating expenses and debt service, to eliminate stress. Optimize Distributions: Implement structured monthly or quarterly distributions to maximize personal wealth. Demand Strategy: Stop accepting tax-season surprises. Demand year-round communication to track liabilities as you scale. Proactive financial management for dentists protects your revenue. Contact Morgan Hamon at morgan.hamon@eisneramper.com or visit https://eagdentaladvisors.com/. Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.
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