Podcasts about Practice management

In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan reflects on his three-year anniversary of practice ownership to share exactly what he wishes he knew during his first 90 days. For any dentist stepping into ownership, mastering the fundamentals of dental practice management is far more critical than chasing the latest trends. Andrew warns against the “shiny object syndrome” of immediately investing in 3D printers, mills, or aggressive marketing schemes before securing the foundations of a healthy practice.Sustainable growth in dental practice management comes from doing the predictable, repeatable things right every single day.Here is your playbook for surviving your first year of practice ownership:Play the Long Game: Do not let the pressure of your new practice loan force you into a scarcity mindset. Leave breathing room in your schedule during the first six months so you can focus on building relationships and becoming that patient base's new trusted dentist.Fix the Leaky Bucket First: Before trying to add new patients, leverage your existing base. Focus on closing the “back door” by drastically improving your reappointment rate, which is the most reliable way to boost your dental practice profitability.Master the Basics Before Specialty: Get highly efficient at everyday quadrant restorative dentistry and patient communication before attempting complex specialty procedures. You cannot successfully sell a high-dollar case if you lack the communication skills to properly educate the patient.Live Like an Associate: While it is tempting to upgrade your lifestyle after closing on your first practice, start conservatively. Live below your means and build up your cash reserves; having liquidity provides you with the flexibility to eventually invest in new CE, equipment, or associate doctors.Move Slowly With Leadership: The hardest skill to master in dental practice management is leading your team. Do not make massive changes immediately. Take time to observe your staff, identify the top performers, and build leaders who will row the boat with you.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.

Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you're a financial advisor who knows you need to get more off your plate but keeps thinking, “It's just faster if I do it myself,” this episode is for you. I'm breaking down Gary Vaynerchuk's 15-80-5 framework, a simple approach that lets you maintain ownership of the vision without owning every step of the execution.In this episode you will learn:How the 15-80-5 framework can help you delegate projects without sacrificing quality.Why spending more time communicating your vision upfront can prevent delegation breakdowns.How stepping out of the middle 80% helps your team develop ownership, judgment, and confidence.Why “different” doesn't necessarily mean “wrong”—and how accepting that can make you a better leader.The goal of delegation isn't to lower your standards. It's to build a business capable of meeting those standards without requiring your involvement in every tiny detail. The 15-80-5 framework gives you a practical way to provide clarity, give your team room to execute, and still ensure the finished product meets your expectations—so you can stop being the person everyone is waiting on.Register for the Quin x Efficient Advisor Show & Tell 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.

You can do everything “right” and still feel stuck: work harder, save more, invest earlier, chase a retirement number… then wake up the next day and realize nothing changed. That moment is what we're unpacking, especially for dentists who are high achievers, practice owners, and the kind of people who won't be happy staring at the ocean for 30 years.We walk through the core problem with traditional retirement planning for dentists: it treats your younger years like they only exist for production, and it assumes your future income drops to zero on some arbitrary date. I share why that thinking quietly creates burnout and postponement, how the goalposts keep moving, and what I learned after hitting my retirement target at 39 and feeling no real freedom. We also talk candidly about a painful money loss and why it forced a healthier relationship with wealth, security, and fulfillment.Then we make it practical. We cover how to define “enough,” set a realistic retirement target, and stop treating every dollar you don't save as a mistake. We explore why assuming some future income (part-time dentistry, consulting, teaching, coaching, business) can change your entire plan, and how intentional spending can buy back time, reduce stress, and make ordinary Tuesdays better. Finally, we connect it to dental practice management: leadership, systems, and associates that reduce owner dependence so you can cut clinical days without your practice collapsing.If you want a retirement strategy built around optionality, flexibility, and a practice that supports your life, listen now. Then subscribe, share this with a dentist friend, and leave a review so more practice owners can find the show.REGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK 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.

In today's episode, Justin shares the challenges he faced while building Strive 2 Move from zero, from changing his entire business model to surviving COVID and spending years trying to make Google Ads work. Through every setback, one lesson became clear: the circumstances around your business will always change, but your ability to adapt depends on the skills you've built.Justin explains why lack of money, inconsistent new patients, competition, or your location may only be symptoms of a bigger problem. He breaks down why learning how to make money, market your practice, communicate your value, and lead a team can change what you're capable of building.In this episode, you'll hear about:Why lack of money or new patients may actually point to skills you haven't developed yet.How Justin went from starting with one table and no office to building a seven-figure practice that runs without him.Why mindset, self-belief, and business skills matter more than your location, competition, or circumstances when building the practice you want.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.Ready to take the next step?Our next RC Mastermind Live is just days away in New Jersey. If you're ready to develop the skills you need to build a better practice, this could be the first step. Join Justin and the RC community for hands-on business training designed to help you figure out what's keeping you stuck and what to do next.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I'm joined by Jacqueline Bradley and Ben from MindShift Financial Coaching to unpack what it actually looks like to move from “working for hope” to confidently charging for the value you provide. We're talking pricing, positioning, separating planning from AUM, communicating your value, and even how to approach existing clients when you've been providing planning for free.In this episode you will learn:How to determine what to charge for financial planning without overcomplicating your pricing.How to clearly separate financial planning from investment management and other transactional services.How to communicate your planning charge with confidence and position the value beyond the financial plan itself.How to begin introducing planning charges to prospects and existing clients without changing your entire business model overnight.If charging for financial planning has been on your mind, this episode will give you practical language, a new way to think about your value, and some simple first steps to get started. And if you're ready for more support, MindShift Financial Coaching offers both a self-paced Financial Planning School and a live cohort beginning October 21st. Efficient Advisor listeners can receive 10% off either option—head to the show notes or visit the Resources page at theefficientadvisor.com for all the details.If you want to learn more about Mindshift and take advantage of the 10% discount: Check it out HERE and use code: LIBBY at check out!Register for the Quin x Efficient Advisor Show & Tell 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.

Your team does the right things when you're in the building. Turn your back and... maybe not.Dr. Gina Dorfman has spent over 20 years building practices around culture, and knows exactly what makes a team follow through without being reminded. She explains what has to come first, the test candidates don't know they're taking, and what to do about a strong performer who's dragging the team down. Plus, hear her message to any woman who's been called difficult for holding her team to a standard.Topics discussed:(00:00) Introduction(02:17) Running pediatric and general under one roof(10:43) What your team needs before SOPs will stick(16:13) Getting the right people in the right seats(21:57) Gina's crumpled paper interview test(23:32) What to do with a high performer who hurts culture(25:58) Why the best hire may have no experience(28:44) How far to take standardization in your practice(34:09) Advice for female leaders in dentistryLearn more about Yapi:https://yapiapp.com/Connect with Dr. Gina Dorfman:https://www.linkedin.com/in/gina-dorfman-dds/https://www.instagram.com/drginad/This episode was produced by Podcast Boutique https://www.podcastboutique.comREGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK 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.

See what the team at The Successful Bookkeeper has on right now → If you have ever wondered what it actually looks like to build AI into your accounting practice — not in theory, but day-to-day — this episode is for you. Sam Leon, CPA and founder of TaxWeave, joined guest host Louie Prosperity to share exactly how he went from experimenting with ChatGPT to building his own secure AI platform for tax professionals. The conversation is practical, honest about the risks, and full of ideas you can act on right away. Chapters [00:00] Introduction and Sam's Background [02:45] Why Sam Chose Claude Over Others [06:30] Claude Code: Beyond Just Chatting [09:30] Workflow Automation for Bookkeepers [12:30] The Data Security Problem [16:30] Building TaxWeave as a Secure Platform [20:00] Top AI Tasks to Tackle First [24:00] Keeping Up as AI Models Evolve [26:30] How Sam Checks His AI Outputs [28:30] Where to Find Sam and TaxWeave Here's a special gift for YOU. Visit Plooto.com/TSB and try it for FREE for two months! That's a FREE 30-day trial, plus an extra free month for Successful Bookkeeper podcast listeners! Don't miss out, sign up TODAY! From Curiosity to Real Workflows Sam has been watching technology waves roll through the accounting profession for years — cryptocurrency, machine learning, practice management software. When AI chatbots arrived, he started testing them immediately, but it was a specific feature of Claude that changed how he worked: the ability to connect the tool directly to files on his computer. "That's how I got started with a lot of the more time-saving workflows that I was doing," he explains. The shift from chatting with AI to feeding it real documents opened the door to genuine time savings rather than novelty. The Tasks Best Suited for Automation Sam is direct about where AI earns its keep: document summarization, transaction categorization, and building QuickBooks rules. He recently spoke with a bookkeeper who used AI to generate an extensive list of transaction rules that could be imported straight into QuickBooks — a task that would have taken hours to build manually. His broader advice is to start with tasks that are data-heavy and repeatable, then layer AI on top of the tools you already use rather than replacing them outright. Handling Sensitive Data the Right Way This is where Sam slows down and gets careful, and so should you. For tax professionals in the US, IRS Code Section 7216 governs what client information can be shared with third-party systems — and most AI platforms have not yet been through the kind of SOC 2 certification process that established tax software has. Sam's personal rule: never upload anything containing Social Security numbers, EINs, or last names. For bookkeeping work, he sees a slightly lower barrier since transaction lists are often less personally identifying, but the principle holds. "Being more cautious than not — if you're unsure about it, probably take another step to make sure that information really doesn't have any personal identifying information on it." Upgrading to a Teams or Business plan on these platforms also adds a layer of data protection over personal accounts. Building TaxWeave: From Workaround to Platform The manual redaction problem — using Adobe to black out client details before running documents through AI — was slow and error-prone. That frustration pushed Sam to start building TaxWeave, a platform designed to handle the redaction automatically inside a secure environment, then run AI workflows on the cleaned documents. He built the initial prototype using Claude Code, which lets you describe what you want in plain language and generates the underlying code. "The barrier where you had to understand how to do that — it's removing that," he says. TaxWeave currently focuses on tax practice project management and client organization, with AI workflow integration being the layer built on top. Keeping Up as the Models Keep Changing AI models update constantly, and Sam's advice is to treat your workflows the same way you treat your engagement letters — review them periodically and adjust. He recommends using the Projects feature in Claude to maintain context across sessions, and revisiting your saved instructions whenever a new model version drops. You can even ask the AI itself what needs updating. For quality control, Sam still does his own research to verify AI-generated answers and checks outputs manually, paying attention over time to where the tool is weakest. "You can start to see what it's weaker on — what kind of things does it always miss — and what you can start trusting it with." Links Mentioned TaxWeave: taxweave.ai Sam Leon on LinkedIn: search Samuel Leon CPA Claude (Anthropic): claude.ai PureBookkeeping: purebookkeeping.com Pluto (sponsor): pluto.com/tsb About the Guest Sam Leon is a CPA with 14 years of experience in tax accounting, specializing in corporate tax, startup tax issues, R&D credits, and individual returns. After building his solo firm, The Millennial CPA, he was recognized in the 2026 Accounting Today Best Firms for Technology Awards. He is currently developing TaxWeave, an AI-powered platform built specifically for tax practices, and is active in conversations across the profession about safe, practical uses of AI in accounting.

Dr. Jillian Klaucke, MD, FAWM. Board-certified family physician at Sandpoint Premier Direct Primary Care, Idaho. Wilderness medicine fellow.Eight years into Direct Primary Care, Dr. Klaucke shares what actually works running a rural family medicine practice without insurance. Her practice runs on three pillars: teamwork, accountability, and patient safety.Teamwork means working with patients as partners. When imaging is needed, someone follows up to confirm it happened. Accountability means closing every loop: a weekend text gets a Monday check-in call. A referral goes out? Her staff confirms scheduling. Care management is where rural DPC shines, loaning crutches, sourcing equipment for Medicaid patients, walking alongside people through the whole process. This work can't be billed to insurance. It's exactly why patients choose DPC.After eight years, Dr. Klaucke has real data on after-hours access. She gets three to four calls or texts per weekend. Most are appropriate and time-sensitive. Patients don't abuse the privilege because they trust her. The relationship is the whole point.Managing a practice while seeing a full panel requires strategy. She leans on her office manager, partners with reliable vendors, and divides big tasks with her partner. The risk isn't systems on autopilot—it's neglecting to monitor them. She checks in regularly on vendor performance and catches cost creep before it happens.Many patients come to DPC after healthcare trauma. Dismissal. Delays. Lost in the system. Dr. Klaucke rebuilds trust by listening and keeping patients from slipping through cracks. This emotional healing matters as much as the medicine. Trust changes how you practice: instead of firefighting, you do prevention. Cardio IQ testing. Risk stratification. Lifestyle conversations. You have time to help people see grandkids born, kids graduate.Residents and early-career physicians ask Dr. Klaucke about DPC. She advises doctors in other states considering it. She tells them the truth: you need time in the trenches first, seeing volume and learning triage. Then DPC makes sense. In DPC, you collaborate with colleagues, check rashes together, call about differential diagnoses. Once you see that, you can't unsee how dysfunctional big systems are.Dr. Klaucke's grandfather pioneered rural medical education in the 1960s-70s. She wonders what he'd think of her now, practicing the kind of medicine he believed in, through a model that protects it from the insurance system. She thinks he'd be proud. And he'd probably be right about what matters: teamwork, accountability, showing up for patients.This is what Direct Primary Care looks like when given time to grow.Resources: Sandpoint Premier DPC: sandpointdpc.com | (208) 263-3091 | My DPC Story: mydpcstory.comLeave a 5-star review on Apple Podcasts.CONGRATULATIONS Dr. Oropeza!!!! Learn more about Oropeza Family Health at https://oropezahealth.com/ Get your copy of the Physician Owner's Planner today at mydpcstory.com/librarySupport the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe. But your clients aren't paying for the number of hours you spend creating a financial plan or the number of meetings on your calendar. They're paying for the years of experience, expertise, and pattern recognition that allow you to help them make better decisions, avoid costly mistakes, and move forward with confidence. In this episode, we're breaking down how to think differently about pricing your advice—and how to determine whether your fees actually reflect the value you create.In this episode you will learn:Why pricing based on what other advisors charge can lead you to undervalue your expertise.How to separate the one-time value of financial planning from the ongoing value you provide.Why you shouldn't immediately lower your price when a prospect pushes back on your fee.A simple exercise to evaluate whether your current fees reflect the value you create for clients.Your clients aren't paying for how many hours it takes you to do the work. They're paying for what your experience, expertise, and time make possible. Take a look at the last five clients you onboarded, identify the value you created and the costly mistakes you helped them avoid, and then ask yourself one important question: Does my fee actually reflect that value?Register for the Quin x Efficient Advisor Show & Tell 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.

Stacey opens this episode with a hot take before Frank even gets a word in.Frank breaks down a comment made online by Cheryl Penny, founder and CEO of Dynasty Financial Partners, who argued that a financial advisor is only truly independent if they own their own RIA. Frank explains why he disagrees, using real examples of RIAs having their custodial agreements pulled by firms like Schwab and Raymond James, proving that ownership alone does not remove risk or outside control.Stacey pushes back on the idea of captive independence, pointing out that advisors at firms like LPL or Centera are not captive at all, they own their clients and their data and they can leave whenever they want. Frank walks through the real math behind a transition deal to show why taking a check from a firm does not trap an advisor either, since the note can simply be paid back.Stacey introduces what she jokes she should trademark, the spectrum of independence, the idea that independence is not binary but exists on a range from heavily branded wirehouse structures to fully self built RIAs, with plenty of legitimate options in between. Frank adds a real client example of an advisor who has stayed an IAR of an RIA for years because building his own simply is not worth the time and energy and explains how firms like Dynasty help advisors avoid reinventing the wheel with technology and pricing.The conversation turns pointed when Frank and Stacey discuss financial advisors being quietly penalized for keeping smaller clients as their book grows and whether that pressure from a firm should count against how independent an advisor really is. The episode closes with Stacey's real test for independence, if you cannot pick up and leave without restrictions, ask yourself how independent you actually are. Questions answered in this episode include:Is a financial advisor only truly independent if they own their own RIA?What is captive independence and is it a real risk for advisors?What is the spectrum of independence?How does a financial advisor transition deal actually work if you want to leave early?Why do some financial advisors stay as an IAR instead of building their own RIA?Should financial advisors be penalized for keeping smaller clients?What is the real test of whether a financial advisor is independent? Chapters:00:00 Introduction: You're Not as Independent as You Think 01:55 The Comment That Started the Debate 03:19 Layers of Termination and What True Independence Means 04:21 Captive Independence: Is It Real 09:38 The Spectrum of Independence 13:12 Finding the Right RIA Fit Without Reinventing the Wheel 16:23 Is Your Firm Punishing You for Smaller Clients 21:02 How to Reach Frank and Stacey 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/

If your leadership meeting turns up “no problems,” we think you should be nervous. Silence can feel like health, but it often signals something else: people are checked out, nobody is looking closely, or your team doesn't feel safe enough to tell the truth. We unpack why great dental practices don't win by eliminating problems, they win by getting brutally good at seeing problems early, talking about them clearly, and using them to sharpen systems, service, and team culture.We share a core mindset we teach inside our office manager mastery training: problems are good because they create improvement. That includes the dreaded upset patient. The loud complaint is often the only version of a problem you get to hear, while quieter patients simply disappear or stay unhappy in silence. We also explain why an “empty problem list” is rarely a victory, and how leaders can normalize surfacing issues by celebrating the courage it takes to speak up.Then we tackle the tension most practices feel between psychological safety and accountability. Safety does not mean nobody gets corrected, and accountability does not require shame. We break down how to correct without humiliating, how to avoid refereeing who's right or wrong, and how to create a practice where ideas, questions, concerns, and mistakes are visible instead of hidden.If you're serious about dental practice leadership and practice growth, build leaders around you so you can finally stop being the bottleneck. Subscribe, share this with a practice owner who needs it, leave a review, and book a free strategy call at dentalpracticeheroes.com/slash strategy.REGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK 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.

In today's episode, Justin breaks down five of the most common beliefs he sees holding chiropractors and clinic owners back. After working with hundreds of chiropractors across the U.S. and around the world, he's heard the same excuses repeatedly: "This won't work in my town," "My patients can't afford it," "I don't have time to build a team," and "I'm just not good at business."Justin explains why these beliefs often have less to do with your circumstances and more to do with the stories you've accepted as true. From developing more ownership over your results to learning business and reframing the way you think about sales, this episode challenges clinic owners to stop looking for external reasons they can't grow and start focusing on what they can control.In this episode, you'll hear about:Why "this won't work in my town" is often a belief problem, not a market problem.Why assuming patients can't afford your services may be preventing you from communicating the true value of what you offer.Why building a team, learning business, and getting comfortable with sales are essential if you want a practice that creates more money and more freedom.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.Ready to take the next step?Join us September 18th, 19th, and 20th at RC Mastermind Live in New Jersey. If you've never attended one of our events, Friday's Practice Growth Diagnostic Day gives you the opportunity to work with Justin in a small-group setting to identify where your practice is stuck and what moves you need to make to grow.Get your FREE non-member ticket here:https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team:https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo:https://janesoftware.partnerlinks.io/JRRehabChiro1MO

Whatever is holding your practice back is probably not the thing you worked on this week.Dr. George Hariri, co-founder of Shared Practices and author of Dental Moneyball, went from one practice to nearly 50 and stopped practicing dentistry entirely — and the practice he left behind is performing better now than when he was in it. In this episode, he walks through where you should be spending your time as CEO and the growth lever already in your practice.Topics discussed:(00:00) Introduction(02:25) From one group practice to nearly 50(07:03) The decision to go non-clinical(11:14) Dental Moneyball: the most underused growth lever(14:38) What makes a practice worth buying(17:57) Splitting your week between clinical and owner time(19:26) The biggest opportunity owners keep missing(21:51) How to find what's actually holding you back(23:58) KPIs, people, and culture(27:48) Why the hygiene shortage is just getting startedThis episode was produced by Podcast Boutique https://www.podcastboutique.comREGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK HERE REGISTER FOR THE UPCOMING WEBINAR CLICK 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.

We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I recently flew my family to South Africa and back in upgraded seats for mostly free, I got flooded with questions about how I had accumulated so many miles. The answer isn't complicated travel hacking or a spreadsheet filled with credit cards. In this episode, I'm sharing my “easy button” approach to free travel: a simple, mostly automated system that helps me earn points, score travel perks, and save money without turning any of it into another job.In this episode you will learn:How I use SkyKey to automatically find lower fares and get money or miles back after I've already booked a flight.My simple strategy for using companion passes and credit card spending to cover more of my family's flights.How I “double dip” with Uber, SkyMiles Dining, shopping portals, and everyday spending to earn points with minimal effort.How I keep my entire system simple by giving each credit card a specific job for business expenses, personal spending, and travel.This episode isn't about perfectly optimizing every point or becoming a travel-hacking expert. It's about finding your version of the 80/20—using simple systems and automation to get more of the benefits you want without adding more work to your life. Whether your preferred combination is Delta and Marriott or completely different airlines and hotels, the goal is the same: find what works, keep it simple, and use the margin you've worked so hard to create to actually enjoy your life.READ THE BLOG HERE! Register for the Quin x Efficient Advisor Show & Tell 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.

In this episode of little teeth BIG Smiles, Dr. Joel Berg sits down with Dr. Ann Bynum to explore what it takes to build a strong, thriving pediatric dental practice. From the power of language and creating a true team culture to transparency, mentorship, shared decision-making and fostering a growth mindset, Dr. Bynum shares practical insights from her years of experience as a practice owner, mentor and leader. The conversation offers valuable advice for pediatric dentists at every stage of their careers, discussing how to bring new doctors and team members into the culture, create clear expectations and build systems that support long-term success. Guest Bio: Dr. Ann Bynum is a board-certified pediatric dentist originally from Ocala, Florida. She completed her undergraduate studies at Florida State University before earning her dental degree from the University of Iowa, where she met her husband, Dr. Matt Bynum. She went on to complete her specialty training in Pediatric Dentistry at the University of Texas Health Science Center in San Antonio. In 1997, Dr. Bynum moved to Greenville, South Carolina, and opened her pediatric dental practice in Simpsonville. As a mother of three boys, she brings both professional expertise and personal insight to her care—deeply understanding the art and science of pediatric dentistry and parenting. Dr. Bynum is a Diplomate and examiner of the American Board of Pediatric Dentistry (ABPD) and an active member of several professional organizations, including the Southeastern Society of Pediatric Dentistry (SSPD), the American Academy of Pediatric Dentistry (AAPD), and the American Dental Association (ADA). She currently serves as the Southeastern Trustee for the AAPD. A passionate educator and leader, Dr. Bynum has lectured nationally and authored numerous articles on topics such as customer service, marketing, leadership, teamwork, burnout, financial wellness, and pediatric airway health—including tethered oral tissues and sleep-disordered breathing. Outside of dentistry, Dr. Bynum enjoys traveling and spending time with her husband. She is especially passionate about working on her practice—focusing on growth, systems, and team development. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Shared Practices, host Caitlin Embree sits down with Dr. Aditi Agarwal, co-founder of Practice by Numbers, to discuss how analytics can completely transform your dental practice management. Dr. Agarwal shares how she evolved from pouring over confusing spreadsheets to creating an all-in-one dashboard that allows dentists to instantly diagnose bottlenecks, monitor team performance, and maximize their dental practice profitability.Relying on "gut feelings" is a dangerous way to run a business. Effective In this episode of the Shared Practices Podcast, host Caitlin Embree sits down with Dr. Aditi Agarwal, co-founder of Practice by Numbers, to discuss how analytics can completely transform your dental practice management. Dr. Agarwal shares how she evolved from pouring over confusing spreadsheets to creating an all-in-one dashboard that allows dentists to instantly diagnose bottlenecks, monitor team performance, and maximize their dental practice profitability.Relying on "gut feelings" is a dangerous way to run a business. Effective dental practice management requires a fact-based approach that empowers your team with clear, actionable metrics rather than overwhelming them with unnecessary data.Here is your guide to using KPIs to drive sustainable dental practice growth:Track the Pre-Appointment Rate: The most holistic indicator of practice health is the percentage of active patients who have a future appointment. Aim for an 80% pre-appointment rate to ensure your retention, scheduling, and case presentation systems are actually working.Balance Your Production: A healthy hygiene department should account for 30% to 35% of your total practice production. If hygiene exceeds that threshold, it reveals a severe breakdown in your doctor-driven restorative diagnosis or case acceptance.Analyze Treatment Rejections: When a patient declines treatment, your team must track the specific reason (e.g., finances, fear, timing). Reviewing this data allows you to tailor your case presentation and better train your financial coordinators to overcome common objections.Master Insurance Metrics: Do not drop a PPO plan based on a single low reimbursement code. Use your insurance dashboards to analyze the overall profitability of each plan and identify patterns in claim denials to drastically reduce your reimbursement cycle.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.requires a fact-based approach that empowers your team with clear, actionable metrics rather than overwhelming them with unnecessary data.

Some of the best efficiency wins in your practice aren't massive system overhauls—they're the small decisions you find yourself making over and over again.In this episode, I'm sharing one incredibly simple process I used in my own advisory practice to eliminate a recurring interruption, empower my team to make more decisions without me, and ultimately give clients faster service. I'll walk you through exactly how we created a “first $20,000” distribution strategy for clients, documented it in our CRM, and built a decision tree that helped my team know exactly what to do when a client called needing cash.In this episode you will learn:How to create a simple “first $20,000” distribution strategy for your clients.How to use your CRM to give your team clear direction without needing to involve you.How to build a decision tree that helps your team confidently handle client distribution requests.How to identify recurring questions and small decisions you can systematically remove from your plate.You don't have to build this process for every client overnight. Start with the clients you're already meeting with next week, document where you'd recommend they access cash if a need comes up, and build from there. Small systems like this can eliminate interruptions, speed up your client service, and gradually train your team to take ownership of more decisions—freeing you to focus on the bigger strategies and conversations that actually require you.Register for the Quin Show & Tell 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.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost practice owners can read a P&L, but very few actually know how much cash they have to work with — or what to do with it once they find out. In this episode, Evon sits down with Eric Levenhagen, CPA and owner of ProWise Financial Consulting, a firm that works almost exclusively with independent optometry practice owners.Eric walks through his "Financial Harmony" framework — Prosper, Profit, and Protect — and why he sees owner's compensation treated like a leftover in so many practices. They get into the Profit First system and its four cash accounts, why a profitable practice can still feel tight on cash, and the bookkeeping fixes that have to be in place before any of the rest of it works.What You'll LearnThe "Financial Harmony" framework: Prosper, Profit, and ProtectWhy owner's compensation so often gets treated as a leftover instead of a priorityHow to reverse-engineer the revenue your practice needs to support your life outside the practiceThe four Profit First bank account categories and what each one is forCommon bookkeeping and balance sheet mistakes that distort your P&LWhy a profitable practice can still feel cash-poorWhat to track monthly once your financial systems are already working wellThe one financial habit Eric says every practice owner should changeKey Takeaways for OptometristsOwner's compensation shouldn't be a leftover — pay yourself with intention, then work backward to the revenue your practice needs to support it. A profitable practice can still feel cash-poor because of debt service, equipment purchases, inventory, and timing gaps that don't show up cleanly on the P&L, which is why the balance sheet deserves just as much attention. Proactively allocation dollars across specific purposes — profit, tax, owner's pay, and operating expenses — helps fix this by pre-deciding where cash goes instead of relying on a single account and "mental earmarks." Eric's one habit to change: take your profit first, before it becomes whatever's left over.Resources for OptometristsEric Levenhagen on LinkedInProWise Financial ConsultingProfit First by Mike Michalowicz — the book behind the cash management system discussed in this episodeOptometry Wealth Advisors Education HubPodcast Ep 115: Navigating Important Differences Between Profit and Cash Flow in Your Optometry PracticeWant 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.

Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away from the usual guest format to share a market update: where private equity stands in accounting M&A, how AI is reshaping which practices are in demand, and what firm owners should understand about valuation before they consider a sale.Brannon walks through why the accounting industry remains more fragmented than sectors like veterinary, dental, and healthcare, and why that suggests more consolidation is ahead. He explains a shift in buyer demand: as AI absorbs more of the simpler, transactional work, both advisory practices and straightforward individual tax practices are seeing strong interest, while service mixes that once felt safe are being reevaluated.He also addresses the questions he hears most often. Has private equity permanently changed the profession? Is there a bubble forming? Which firms are not a good fit for a PE sale? Brannon offers grounded, experience-based answers to each, drawing on Poe Group Advisors' work selling CPA firms since 2003.The conversation moves into what actually makes a transition successful. Brannon argues that fit, cultural alignment, shared vision, and compatible management styles matter more than most sellers expect, and that talking with a wide pool of potential buyers before committing to one leads to better outcomes on both price and terms. He closes with a look at the fundamentals of valuation, why virtual and metro-area firms tend to draw stronger multiples, and why terms often matter more than the headline number.The Conversation Covers:How AI is shifting buyer demand toward advisory work and away from simpler compliance servicesWhy the accounting industry still has more consolidation ahead compared to other PE-driven verticalsHow to know if your firm is a good fit for a Private Equity sale versus a traditional buyerWhy talking with more potential buyers before granting exclusivity leads to a better outcomeHow location and virtual operations expand your buyer pool and strengthen your valuationWhy the multiple you see in a headline deal rarely tells the full storyThis episode is for firm owners curious about how private equity is changing the accounting profession, practitioners wondering how AI will affect the value of their practice, and anyone exploring a future sale who wants to understand what actually drives valuation.Timestamps: 00:45 - Why this episode is a solo market update instead of a guest interview02:10 - The state of the CPA firm M&A market in August 202603:40 - Why Accounting Practice valuations keep climbing past projections05:15 - How the accounting industry compares to more consolidated verticals like veterinary and dental07:00 - Why AI is shifting demand toward advisory and Tax Practice work09:20 - Whether Private Equity has permanently changed the Accounting Firm Owner landscape11:45 - Is there a bubble in Accounting Practice valuations13:30 - Which CPA Firms should think twice before selling to Private Equity15:50 - How PE consolidation connects to the Silver Tsunami and Firm Succession18:10 - Why fit matters more than price in a Public Accounting sale20:35 - The hiring-process analogy for finding the right buyer23:00 - A ten-year outlook for the Accounting Practice profession25:20 - Why supply and demand drive CPA Firm valuation27:15 - How location and virtual firms affect your buyer pool29:40 - The most common misconception about Practice Management and firm value31:50 - Why terms matter more than the multiple you see in headlines

That split second after a patient asks “Can't you just fill it?” can quietly decide the whole case. If you hesitate, even with good intentions, you can accidentally turn your best clinical recommendation into an “upgrade” and make the compromised option feel like the default. We dig into why that happens and how to communicate treatment plans with calm confidence, so your patients feel informed instead of sold. We unpack the difference between what you technically could do and what you would actually recommend, using a simple analogy that makes the point stick. From crown vs filling conversations to new patient exams, we talk about the trap of negotiating against your own diagnosis, and why trying to keep everyone happy can chip away at your authority, your case acceptance, and your enjoyment of dentistry. We also get practical about objections. “Just a filling” is often a placeholder for something else: fear, mistrust, confusion, low perceived value, or money. You'll hear how to stop diagnosing the patient's wallet, ask better questions, and give real patient autonomy by presenting the ideal plan clearly, then letting them choose with full understanding of risks, benefits, and alternatives. If you want better communication, stronger trust, and a practice that runs smoother without you feeling slimy, this is for you. Subscribe for more dentistry practice management strategies, share this with a dentist who needs it, and leave a quick review so more practice owners can find the show.Join Us at our Upcoming Retreat October 2nd and 3rd.  Click Here to Register If you are ready to increase your new patients and start growing your practice, visit www.relevanceonlinemarketing.com and see what you've been missing with your current company. Take 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 tackles one of the biggest concerns chiropractors have about growing a practice: believing their town is too small, their market doesn't have enough money, or there simply aren't enough people to build the business they want.Justin explains why a smaller market can actually give you major advantages, from lower competition and cheaper advertising to stronger community relationships. He breaks down exactly what he would do if he had to move to a small town tomorrow and build a successful chiropractic practice from scratch.In this episode, you'll hear about:How to use Google, paid ads, and local SEO to stand out in a smaller market where competition may be significantly lower.Why building relationships with local businesses and becoming an active part of your community can become one of your biggest growth advantages.How local media, valuable content, and even becoming a published author can help position you as the go-to expert in your town.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.Ready to take the next step?Join us September 18th, 19th, and 20th at RC Mastermind Live in New Jersey. If you've never attended one of our events, Justin personally invites you to join as his guest. Friday's Practice Growth Diagnostic Day gives you the opportunity to work in a small-group setting to identify what's keeping your practice stuck and what you need to do next to market, hire, scale, and grow.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I'm sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she's used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her firm has a defined purpose and process, and how her team delivers a highly personalized experience without relying on traditional client segmentation.In this episode you will learn:How to use behavioral finance questions to identify ideal clients and create deeper financial planning conversations.Why a structured onboarding process can differentiate your firm before a prospect ever becomes a client.How to build a flexible client service model that combines consistent processes with personalized planning.How strong workflows and delegation allow advisors to step away from prep and follow-up without sacrificing the client experience.If you've ever wondered how to create a more personalized client experience while still building a practice that can scale, this conversation gives you a look under the hood of a firm doing exactly that. You'll walk away with practical ideas for structuring your meetings, strengthening your workflows, using your team more effectively, and creating the kind of processes that give you more capacity to focus on the work you do best.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 Ask George, Dr. George Hariri addresses a critical issue facing the industry: selling your practice early simply because you are tired. While the administrative and HR burdens of modern dental practice ownership drive many doctors to sell to DSOs, doing so prematurely cuts off your greatest wealth-building vehicle. George explains that burnout is not just a qualitative issue—it is a massive quantitative financial threat because the highest return on your investment in dental school comes from operating your cash-flowing practice for the longest possible time.If you are feeling overwhelmed in your current stage of dental practice ownership, you haven't failed—you simply haven't "nailed" the systems required for that level of success yet. By proactively identifying and solving the specific bottlenecks causing your exhaustion, you can secure your equity, reclaim your time, and maximize your income.Here is your guide to extending your career and maximizing the financial return of dental practice ownership:Audit Your Exhaustion: Track exactly what drains your energy over a two-week period, whether it is a specific type of demanding patient, a stressful clinical procedure like surgical extractions, or daily HR headaches.Delegate HR Burdens: If managing staff causes you severe stress, hire an office manager to handle schedule requests and team accountability. The cost of their salary is a small price to pay for the longevity it brings to your career.Design a Sustainable Schedule: Restructure your clinical days to prioritize rest, such as working an alternating three-day week that allows for a six-day weekend every two weeks without dropping your operational hours.Find Outside Outlets: Once your practice stabilizes and no longer needs aggressive growth, channel your entrepreneurial ambition into hobbies or fitness rather than constantly disrupting your business.Protect the Cash Cow: While outside investments like real estate are important, never fund them so aggressively that it ruins your personal lifestyle and causes you to burn out of dentistry.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.

One month shy of five years. That is how long Big Trees MD ran on the electronic health record it opened with, and this month, that ended. Not because Dr. Maryal Concepcion went looking for something shinier, but because the terms under which her patients' data lived changed, and she could not accept them.In this solo episode, Dr. Concepcion documents the switch in real time from her rural Direct Primary Care practice in Arnold, California, which she owns with her husband, Dr. Jeremiah Fillo, and runs with a fully virtual team. No vendor names, on purpose. The names change. The framework does not.Built from The Toolkit's Battle of the EHRs issue, where over 200 DPC EHR users shared what they use and why, this episode walks through how to choose an electronic health record that grows with your practice instead of boxing you in:Why an EHR is the memory of your practice, and why the DPC version of this decision is nothing like the fee-for-service versionThe 10 categories to score every EHR on, from membership billing and charting speed to support quality and scalabilityThe 5 questions to ask before you switch, starting with "what problem am I really trying to solve?"How to run a demo on your terms: build a fake patient, count clicks out loud, ask about migration before features, and ask the question nobody asks, which is "how do I leave you?"Why you should research who owns the EHR company, especially as private equity and venture capital creep into Direct Primary CareRunning the real math: subscription, add-ons, switching costs, and exit costs over a three year horizon, plus what an hour of your life is actually worthThe hidden costs no spreadsheet captures: patient trust, the emotional weight of change, and the 90 day post-switch reality checkThings have changed since the Summer 2025 issue published, and the second Battle of the EHRs opens for voting in Q1. The only way to vote is through the My DPC Story newsletter, so sign up at mydpcstory.com.FREE from The Toolkit at mydpcstory.com:How to Interview Electronic Health Records comparison worksheetPatient handout on choosing healthcare vs. health insurance (perfect for open enrollment season)The Lean Startup Business PlanThe First Year RoadmapEvery issue of The Toolkit, including the new Battle of the Support StackFollow the full switch in real time: demos, migration answers, the four-bucket spreadsheet, and the second guesses, all inside the My DPC Story Patreon community. Leave a voice message with your question, challenge, or win at mydpcstory.com/contact and you might hear it on a future episode.If this episode helped you, a five star review on Apple Podcasts helps other physicians find these stories when they need them most.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

There's one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It's your ability to make decisions quickly. In this episode, we're talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless.  In this episode you will learn:Why your financial advisor mindset might actually be slowing you down as a CEO.How faster decision-making creates momentum, better judgment, and more confidence over time.The Two-Question Rule for knowing when to make a decision quickly and when to slow down.How to use the 80% Rule to stop waiting for perfect information and finally make the call.You don't need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving. I'll also give you a simple seven-day decision sprint to help you put this into practice and start building your decision-making muscle immediately. Register for The Efficient Advisor x Quin: Workflow Show and Tell 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.

Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter. Frank goes around the table asking each consultant what they enjoy most about the work. Tricia talks about relationships and education, Julie compares every advisor conversation to solving a puzzle, Stacey points to the reward of bringing advisors accurate information in an industry full of misconceptions, Bruce talks about the value of being authentic and getting to know clients on a personal level and Dom shares how twenty-five years as a wholesaler let him rekindle old relationships in a brand new context. Tricia opens up about how eye opening the tax side of W2 versus 1099 was once she crossed over to this side of the business and why she likes to show advisors both paths so they can learn something new about their own business along the way. Bruce lays out a universal truth, that most financial advisors only understand the world inside their own firm and explains why a twenty thousand foot view changes everything. Dom breaks down why even advisors with decades of relationships still benefit from a genuinely objective third party. Stacey shares her go-to answer for advisors who ask why they should work with her over someone they already know and introduces one of the firm's guiding beliefs, that the right answer always surfaces. Frank closes with his Tom Brady analogy for why even elite performers rely on an agent instead of going it alone. The panel wraps by weighing in on whether the industry is shifting back toward W2 structures, especially for advisors nearing retirement who are being offered deals north of four hundred percent. Questions answered in this episode include: What do Elite's consultants enjoy most about helping financial advisors? What does it mean to be authentic with a client instead of just closing a deal? Why do advisors who already have industry relationships still need a consultant? What is the universal truth most financial advisors don't realize about their own knowledge? Why does the right answer always surface during the due diligence process? Is the financial advisor industry shifting back toward W2 firms? Should advisors ignore the money when it comes to major transition deals? Chapters: 00:00 Introduction: Inside the Chairman's Trip 02:17 What Every Consultant Loves About This Work 04:27 What Sets a Real Consultant Apart 04:51 Rekindling Relationships as a Former Wholesaler 12:21 The Universal Truth About Financial Advisors 15:40 Why the Right Answer Always Surfaces 23:06 Is the Shift Back to W2 Real 30:34 How to Reach the Elite Team Meet the panel: - Frank LaRosa, Chief Executive Officer: frank@eliteconsultingpartners.com | 856-316-4651 - Stacey Frank, Chief Revenue Officer and Executive VP of Sales: stacey@eliteconsultingpartners.com | 856-816-6322 - Bruce Fox, Private Client Consultant: bruce@eliteconsultingpartners.com - Domenic Diele, Senior Business Consultant: dle@eliteconsultingpartners.com - Tricia Fischer, Private Client Consultant: 703-395-1147 - Julie Mizerany, Private Client Consultant: julies@eliteconsultingpartners.com 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/

Your front desk can look busy all day and still leak production, profit, and patience. When phones, check-ins, insurance questions, and balance collections are treated like one giant job, “urgency” wins every time. The ringing phone gets answered, the insurance fire gets put out, and the real growth work quietly disappears: filling tomorrow's hole, following up on that $10,000 treatment plan, and building systems that keep the practice steady even when someone is out.We walk through a cleaner way to think about dental practice management by creating levels inside your admin department. Foundational front desk skills can be trained fast, which means you can hire great people with the right attitude and communication even without deep dental experience. From there, you intentionally develop advanced roles like insurance, treatment coordination, and true leadership. That structure gives your team a path to grow, makes onboarding easier, and stops your practice from depending on one superhero employee who “knows everything.”We also get honest about the office manager role. Promoting the best insurance expert and changing nothing else is not management, it is a title swap. A real dental office manager needs protected time to coach people, track KPIs, improve systems, and drive proactive work that increases case acceptance and reduces schedule chaos. If you want a front desk team that scales, you need clear ownership and redundancy so every critical function has at least two trained people.If you found this useful, subscribe, share the episode with another practice owner, and leave a review so more dentists can find the show. What role on your admin team needs the clearest definition right now?Join Us at our Upcoming Retreat October 2nd and 3rd.  Click Here to Register If you are ready to increase your new patients and start growing your practice, visit www.relevanceonlinemarketing.com and see what you've been missing with your current company. Take 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 shares the 15 money rules that have shaped the way he thinks about business, investing, and building long-term wealth. He explains why so many clinic owners focus on saving, cutting expenses, and perfecting their budgets when their biggest opportunity is growing revenue instead.From investing back into your business to understanding the difference between revenue, profit, and cash, Justin breaks down the financial principles every clinic owner needs to build a business that creates real wealth, not just a paycheck.In this episode, you'll hear about:Why you can't save your way to wealth, and why growing revenue should be your biggest priority as a business owner.The difference between revenue, profit, and cash, and why each one plays a different role in building a successful business.How to think about investing, marketing, and spending so every dollar helps your business grow.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.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

In this rare and highly anticipated episode, Dr. George Hariri sits down for an exclusive roundtable with pre-owners Elijah Dunlap, Ben Vickery, and Josh Ward from the Business-Minded Dentist podcast. If you are a dental student or associate looking to transition into ownership, this conversation is packed with proven dental business strategies to help you avoid the common traps that cause 30% to 40% of new owners to make less money than they did as associates.George unpacks the exact dental business strategies Shared Practices uses to help clients achieve 37% to 39% growth in their first year of ownership. This roundtable with pre-owners dives deep into the realities of the modern dental market and why the days of simply "hanging a shingle" are over.Here is what you will learn from this essential conversation:Target "Neglected" Practices: The most explosive growth happens when you acquire a clinic from a retiring doctor who has underdiagnosed their patient base for years. These established patients essentially become a goldmine of new, high-value treatment needs.Prioritize Facility Size: A single-doctor, three-operatory practice is a dying model. You must buy a facility with at least six (preferably seven to twelve) operatories to successfully implement group dental business strategies.Leverage Access to Care: The easiest way to succeed without spending a fortune on marketing is to open a practice in a rural or semi-rural area where patient demand vastly outweighs the supply of dentists.Master Speed and Specialty: Before buying a practice, use your first four to six months out of dental school to build clinical speed and master endodontics and surgical extractions. Referring these cases out kills your profitability and damages patient goodwill.Don't Fear Staff Turnover: Retaining a legacy team is important, but not if it prevents you from establishing your own modern clinical culture. Establish your expectations on day one and let patient retention fund the transition of staff who refuse to adapt.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.comto 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.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained?

About the Guest: Kristin Andree, CFP® With 26 years of financial planning and advisory experience, Kristin Andree is a former Fortune 100 managing director who now serves as the founder of My FA Coach and creator of Advisor Edge. She has coached thousands of top advisors and firms across the industry, though she deliberately takes fewer than a dozen private clients and firms per year — typically those north of $1M in revenue. She's known for her signature philosophy: "know your people, find your people, love them hard." The Four Stages of an Advisor's Business Kristin frames every advisory practice as moving through four stages. Emerge covers the beginning, where advisors build momentum and habits. Elevate is where they start to scale and differentiate, pushing to the next level. Elite marks the shift from simply being an advisor to building real enterprise value, and Exit involves retiring, selling, or transitioning the practice to a successor. Along the way, predictable plateaus appear: the first typically hits around $250K–$350K of revenue, where advisors are working hard but not smart, and the next around $600K, where small tweaks are usually enough to get them past $1M. The Two Biggest Mistakes Advisors Make The first mistake is information overload — ideas are everywhere, but without help sorting through what actually fits your practice, market, and style, execution stalls. The second is trying to be all things to all people, failing to define a niche narrowly enough to stand out from the "sea of sameness." The fix, Kristin argues, isn't more information — it's accountability, implementation, and someone to help you eliminate everything below your minimum acceptable floor. Niche & Differentiation Most advisors can't clearly define who they serve, and "business owner" is far too broad to count. Narrow messaging is what makes an ideal client stumble onto you and think "that's me." The fear of narrowing is real, but when you go hard in your market, the other clients still show up through referrals. This matters more than ever because AI and search are changing discovery — prospects now search by their specific situation, so your messaging has to match to be found. AI in the Modern Practice Kristin uses AI daily for research and industry trend digests, and she built "Pocket Kristin," an AI coaching concierge trained on her frameworks, videos, and coaching, so Advisor Edge members can get answers between sessions. It's deliberately limited — handling practice management and languaging only, never planning, tax, or compliance topics. The real opportunity is time: AI note-takers alone can save advisors roughly 10 hours a week to redeploy toward clients. She sees a great divide in the industry, with some advisors embracing AI while others stay frozen — but as she puts it, it's a "when," not an "if." What AI Will Never Replace What technology can't touch is the human, relationship, and emotional side of advice, including the work of managing fear and greed that's hardwired into our biology. Kristin points to being present for clients in the moments that matter — recalling sitting with her aunt after a loss, where the paperwork took seconds but the human part was everything. AI can surface the strategy, but the advisor still owns implementation, accountability, and trust. The Race to Success Connection Coaching and practice management map directly to OIP's Business Throttle piston. The four growth levers — people, systems, marketing, and technology — all matter, but messaging comes before marketing. The biggest inflection is the seven-figure shift: moving from "best advisor" to business owner and CEO, building something that outlasts you. It all comes back to "slow down to speed up" — growth comes from doing the right, often hardest, things, not simply doing more.   **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

What happens when the physician you hired to become a future partner turns into someone you need to let go? In this episode, hosts Brad and Michael share the story of a plastic surgeon who hired an associate physician with the goal of eventually making him a partner. Instead, he was forced to confront a hard reality: the physician was not producing, not fitting into the culture, and costing the practice money. Tune in to learn how tools like employment agreements, termination provisions, and separation agreements can help practices navigate physician departures. Discover strategies to reduce risk, control costs, and create a smooth transition that protects your practice, your team, and your bottom line.  Chapters00:00 Intro00:40 Banter05:48 Story24:08 Access+24:50 Legal Takeaways29:31 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 challenges the idea that digital marketing is always the best way to get new patients. He shares why community events can be one of the most effective ways for chiropractors and clinic owners to grow their practice, but only when there's a real system behind them.Justin breaks down the five-step process his team uses to turn events like 5Ks into real business opportunities. From defining the right outcome to creating a client journey before the event even begins, he explains how to stop wasting weekends at community events and start using them to build relationships, generate leads, and grow your practice.In this episode, you'll hear about:Why community events can outperform digital marketing when they're executed with the right strategy.The five-step system for turning a community event into leads, conversations, and eventually new patients.How to build relationships before event day, create a follow-up system, and improve every event by asking how you can make it 20% better.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.Ready to take the next step?Join us September 18th, 19th, and 20th at RC Mastermind Live in New Jersey for hands-on business training designed to help you leave with an actual blueprint and plan you can execute in your practice.Get your FREE non-member ticket here:https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team:https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo:https://janesoftware.partnerlinks.io/JRRehabChiro1MO

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be one of the most important conversations you'll have all year. Libby sits down with author, speaker, and former financial advisor Ellen Rogin to explore what abundance really looks like inside an advisory practice. From the way you think about money to the energy you bring into client meetings, Ellen shares how shifting from scarcity to service transformed her career and helped her build a thriving practice rooted in generosity, gratitude, and genuine connection.In this episode you'll learn: Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business successHow to identify scarcity thinking in your practice (even when you don't realize it's there) and replace it with more empowering beliefsThe role your own money story plays in how you advise clients, lead your team, and make decisions as a business ownerSimple daily habits that can help you create more space, clarity, generosity, and abundance in both your business and personal lifeIf you've ever found yourself chasing the next strategy, comparing yourself to other advisors, or feeling like success is always just out of reach, this episode is your invitation to pause and look inward. Because sometimes the biggest breakthrough isn't another tactic—it's learning how to operate from a place of abundance instead of scarcity. And as Ellen shares, when you focus on helping others win, amazing things tend to happen in return.Connect with Ellen 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.

In this episode of the Shared Practices Podcast, host Caitlin Embree interviews Josh Wallace, president of IT Harbor, to discuss why specialized IT support is a critical component of any successful dental organization. Josh shares how IT Harbor naturally transitioned into the dental sector after assisting with new practice builds, choosing to remain vendor-agnostic to provide the best, most future-driven recommendations for their clients.Because modern dental practices rely heavily on nuanced technology—such as 3D modeling, CBCTs, and specialized scanners—relying on a generic IT company can lead to mismanaged data cabling, outdated systems, and massive operational overwhelm. Josh breaks down how a remote-first IT approach can resolve 98% of backend problems before the clinic even notices, while still offering robust, nationwide on-site support.Here is your guide to protecting your practice and leveraging the future of dental technology:Defend Against Phishing: Humans are the biggest vulnerability in any network. Protect your dental practice by utilizing high-end firewalls and conducting ongoing training to prevent staff—and doctors—from clicking on masked emails or fake login prompts.Leverage AI for Productivity: Stop letting your technology gather dust. Implement AI-assisted charting and voice-dictated perio notes to speed up your workflow and save your clinical team hours of administrative frustration.Build Trust With AI Imaging: Patients can sometimes be skeptical of a doctor's treatment plan, but utilizing AI software to analyze radiographs provides an objective second opinion that builds instant patient trust.Prioritize the Patient Experience: The modern consumer expects high-tech, fast, and frictionless service. Failing to update your dental technology over the next five to eight years will likely cause patients to leave for a more advanced, spa-like competitor.Demand Better Support: Ensure your IT provider offers a dedicated engineer (e.g., IT Harbor assigns one engineer per 30 clients) so you are not forced to call a random 1-800 number every time your dental systems crash.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.

This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial advisors back from building the business they truly want. Drawing from more than 25 years in the industry, her own experience investing in high-level coaching, and years of working with hundreds of advisors, she challenges listeners to stop searching for more information and start becoming the kind of leaders who consistently execute. If you're ready for an honest conversation about what's really standing in your way, this episode is for you.In this episode, you'll learn:Why your biggest challenge probably isn't a lack of information, but a lack of consistent implementation—and how to finally bridge that gap.The difference between buying information and investing in accountability, proximity, and environments that create lasting transformation.Why many advisors unknowingly try to solve million-dollar business problems with transactional solutions, and what it takes to break that cycle.How shifting your identity from someone who starts to someone who finishes can completely change your business, your leadership, and your results.If you've been feeling stuck despite reading the books, attending the conferences, and buying the courses, this episode offers a refreshing perspective on what actually creates lasting change. Sometimes the next breakthrough isn't found in learning something new—it's found in finally implementing what you already know.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.

Frank LaRosa says most financial advisors never notice exception debt building until it's already too late. Frank opens with a real client story, an advisor on a team who set clear non-negotiables for the business he wanted, then slowly compromised on them one at a time until he wasn't building anything close to his original vision. That same advisor is now telling Frank he isn't sure he wants his team to come with him when he moves firms. Frank explains why that kind of self-awareness is actually a good sign and why the right answer isn't always joining a bigger team, sometimes it's building a vertical structure with one clear vision at the top. Stacey challenges the idea that every advisor needs partners, breaking down why key person risk still has to be solved for even as a solo practitioner and introducing the idea that what got you here won't necessarily get you where you are trying to go next. The conversation gets personal when Frank and Stacey each share stories about helping advisors finally separate from partnerships that weren't working. Frank recalls playing referee between two wirehouse advisors who wanted completely different things, and Stacey shares how she guided a younger advisor through finally having a hard conversation with a senior partner after six months of hesitation. Frank wraps up with a mentoring story about a young advisor named Dylan, someone he originally told to join a team, then later told to build his own practice instead once he saw his work ethic and winning attitude. The episode closes with a warning worth remembering, firms often push advisors toward teams because it helps their own retention numbers, not necessarily because it is what is best for the advisor.   Questions answered in this episode include: What is exception debt and how does it quietly derail a financial advisor's vision? Should a financial advisor build a team or stay a solo practitioner? What is the difference between a vertical team and a horizontal team? Why do firms push advisors to join teams? What does it mean when people say what got you here won't get you there? How do you know when it's time to part ways with your team? Should a young financial advisor join a team or build their own book of business?   Chapters: 00:00 Introduction: Exception Debt 01:47 Should You Stay Solo or Join a Team 03:23 What Is Exception Debt 07:54 What Got You Here Won't Get You There 08:56 Sometimes the Team Needs to Break Up 14:48 Bet on Yourself Before You Join a Team 15:50 Why Not Every Practice Needs to Be a Team 19:12 How to Reach Frank and Stacey   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/

A growing practice can outgrow its leadership structure long before anyone realizes it. In this episode, hosts Brad and Michael share the story of a successful neurosurgeon who built a thriving multi-state medical practice. What appeared to be a well-governed organization on paper quickly revealed deeper issues when new board members began asking questions. Tune in to learn what board members are actually responsible in a practice. Discover how fiduciary duties, active oversight, and clear leadership structures can help reduce risk and support the long-term success of the practice.  Chapters00:00 Intro00:38 Banter05:24 Story14:22 Access+15:03 Legal Takeaways29:35 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 challenges one of the biggest myths in business: that "nobody wants to work." He explains why the real reason so many clinic owners struggle to build a team has nothing to do with the hiring market and everything to do with the fears they're avoiding.He shares why fear of being exposed keeps business owners stuck, how courage becomes the foundation of leadership, and why building the business and life you want starts with leading people before you feel completely ready. If you've been putting off hiring because you're waiting for the perfect time, this episode will challenge the way you think about growth.In this episode, you'll hear about:Why the biggest obstacle to hiring isn't finding great people. It's overcoming the fear that's keeping you from leading.How to turn fear into courage and build a team that creates more freedom, impact, and long-term growth.Why you'll never feel ready to hire, and what it takes to build a business that doesn't depend on you every day.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.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your client list and realized your fee schedule has evolved over the years into something inconsistent, you're not alone. In this very candid conversation, Libby sits down with advisor Todd Lester to discuss how he tackled a firm-wide fee increase after more than 30 years in the business. Todd shares the mindset shifts, compliance considerations, communication strategies, and surprising results that came from finally aligning his fees with the value his firm provides.In this episode, you'll learn:Why inconsistent fee schedules create both compliance concerns and fairness issues across your client base, and how to recognize when it's time to make a change.How Todd delegated fee increase conversations to a trusted team member, why that approach worked so well, and what advisors can learn from using a third-party communicator.The biggest fears advisors have around raising fees, why those fears are often exaggerated, and how clients actually responded when presented with the changes.The remarkable outcome of Todd's fee increase project, including the recurring revenue added to his practice, the clients he retained, and the lessons he'll carry into future pricing decisions.If you've been putting off reviewing your fee schedule because the conversation feels uncomfortable, this episode will give you both the confidence and the practical ideas to move forward. You'll walk away with a fresh perspective on pricing, value, and why charging appropriately isn't just good for your business—it's also part of serving clients fairly and sustainably.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.

In this episode of the Shared Practices Podcast, we explore what it truly means to step into the role of CEO of Your Dental Organization. As a dental provider scaling from a solo operation to a multi-practice group, your leadership leverage increases significantly as you multiply your impact across a larger team. However, elite dental leadership requires shifting your mindset away from strictly clinical work and focusing on three distinct horizons: long-term vision, medium-term strategic planning, and short-term execution.To achieve sustainable dental growth, your business vision must be rooted directly in your personal life goals. Because the CEO of Your Dental Organization ultimately serves the practice owner, every strategic decision should align with your desired income, clinical schedule, and vacation time.Here is your framework for mastering dental business strategy and leading your practice:Design Your Life First: Define your ideal schedule, target income, and preferred dental procedure mix (such as focusing heavily on surgical implants). Let those personal goals dictate your dental practice's long-term destination.Focus on the Bottleneck: Adopt an Elon Musk-style approach to daily dental management by identifying and spending your administrative time solving only the single biggest constraint facing your business each week.Play the "Whac-A-Mole" Game: Understand that solving one dental growth constraint—such as hiring a third hygienist to improve patient flow—will immediately trigger the next bottleneck, like needing to fill that new hygienist's schedule.Translate Vision to the Team: Convert your personal dental ownership goals into a team-centric mission. Emphasize how adding an associate doctor improves patient access to dental care and provides the staff with more flexible schedules.Enforce Core Values: Establish a shared set of actions to define your dental practice culture. Use these core values to ensure your team's behavior stays on course, allowing you to quickly identify and correct toxic team members.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.

I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libby shares a mindset shift that completely changed the way she thinks about systems, delegation, and business ownership. Drawing on a recent personal experience and an unexpected epiphany, she explores why freedom and absence are not the same thing—and why building a business that allows you to spend more time doing the work you love is a much healthier and more sustainable goal.In this episode, you'll learn:Why "build a business that runs without you" may not be the right goal for most financial advisors—and what to strive for instead.The difference between freedom and absence, and how shifting your perspective can reduce burnout and increase fulfillment.A simple "Freedom Audit" exercise to identify which responsibilities energize you and which ones are holding you back.How to use systems and delegation to protect your energy, operate in your zone of genius, and create a business that supports the life you want.If you've ever felt like your business still depends too much on you, this episode offers a refreshing perspective. Rather than trying to remove yourself from your business entirely, you'll learn how to intentionally design your role so you can spend more time doing the work that only you can do—and that you genuinely enjoy. It's a practical mindset shift that can help you build a business that serves you, instead of one that simply demands more from you.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.

Frank LaRosa says most financial advisors never take the time to find their industry defining goal. Frank opens by explaining what he calls a workation, time away from the office where real strategic thinking can actually happen. Stacey shares how she caught him working by the pool at five thirty in the morning on their most recent trip and Frank explains how that kind of deliberate space led him to write an entire internal operating playbook after reading eight books in eleven days. That same thinking space is where Frank landed on his industry defining goal, or IDG, a concept similar to the big hairy audacious goal from books like Scaling Up and Traction. Frank explains why a goal like this needs to feel nearly impossible and shares that his own goal is to help one out of every ten financial advisors who move firms. Frank gets personal about applying that framework to his own life, questioning whether the time and money he spends racing is helping or slowing down his progress. Stacey shifts the conversation into practice management, walking through how advisors should audit their client list by tier and why investing more time in fewer high value clients almost always outperforms spreading yourself across everyone. The episode closes with a direct challenge. Stacey lays out why so much of an advisor's success comes down to what they can actually control and Frank adds that once you know better, you cannot place the blame elsewhere. Together they push financial advisors to stop chasing the next move and start figuring out the right move for their business and their life.   Questions answered in this episode include: What is an industry defining goal and how do financial advisors find theirs? Why do financial advisors need a place to think outside their normal routine? How do you know if a personal passion is distracting you from your business goals? Should financial advisors segment their clients by tier? How do you know which clients are actually helping you reach your goals? Why is it important to filter out negative people in your life? What does it mean to make the right move instead of just the next move?   Chapters: 00:00 Introduction: Your Industry Defining Goal 02:13 Finding a Place to Think Strategically 03:34 Building an Internal Operating Playbook 09:02 What Is an Industry Defining Goal 12:48 Is Your Passion a Distraction From Your Goal 25:01 Auditing Your Clients and the People Around You 31:01 Taking Ownership and Making the Right Move 39:13 How to Reach Frank and Stacey   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/

You know the moment: you're having the same conversation again, trying to stay calm, trying to protect psychological safety, but quietly wondering why the message still isn't landing. When a team member keeps missing a checklist step, showing up late, skipping a pre-collect, or sending patients up front with the wrong codes, it stops feeling like a one-off mistake and starts feeling like a culture problem. That's where accountability either strengthens your dental team or slowly erodes it.We break down a powerful tool from Crucial Accountability called CPR: Content, Pattern, Relationship. First we talk about content, the single miss that needs a quick, timely reset of expectations. Then we move to pattern, where leaders must stop re-litigating “today” and name the repetition clearly, without getting dragged into whataboutisms or excuses. Finally, we tackle relationship, the level most practice owners avoid until it hurts: when the real issue becomes trust, and the team can't count on someone to do their part in a system that depends on everyone.You'll leave with three tactical takeaways you can use immediately, plus a clear test for deciding which conversation you're actually having before you open your mouth. If accountability is a constant bottleneck in your dental practice management, we also share how a trained leadership team can carry standards with you so you're not the only person holding the line. Subscribe, share this with a practice owner friend, and leave a review so more dental leaders can find the show.Register for all Free upcoming webinars 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 shares a conversation with Dr. Mike Aiken about the biggest business challenges facing chiropractors today. From shrinking insurance reimbursements to rising overhead, they explore why so many practice owners feel busier than ever while making less money and what it takes to build a more profitable practice.Justin shares why clinical excellence alone isn't enough to build a thriving practice, the mindset shift required to create more freedom, and how chiropractors can confidently build a business that serves both their patients and their families.In this episode, you'll hear about:Why relying on the traditional insurance model makes it increasingly difficult to build a profitable practice.The identity shift from chiropractor to business owner that creates more freedom, income, and long-term growth.How to confidently communicate your value, raise your prices, and build a practice without sacrificing patient trust.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.Ready to take the next step?Join us this September at RC Mastermind Live in New Jersey for three days of hands-on business training alongside growth-minded chiropractors and clinic owners.Get your FREE non-member ticket here: https://go.rehabchirocoach.com/non-member-tix-sept-26?utm_source=organicPrefer to watch instead of listen?Watch the full episode on the Rehab Chiro Coach YouTube channel.Want help growing your practice?Book a free strategy call with the Rehab Chiro Coach team: https://go.rehabchirocoach.com/call-organic?el=podcastJane.app PartnerTo get your first month free with Jane.app, use code rehabchiro1mo when you book your demo: https://janesoftware.partnerlinks.io/JRRehabChiro1MO

Hiring your first team member (or heck, your 5th!) can feel both really exciting... and really scary.(Am I right?

In this solo episode of the Shared Practices Podcast, Dr. Andrew Clingan tackles one of the most insidious threats to sustainable dental practice growth: a lack of clear vision. Using a real-world example of a highly successful but directionless young practice owner, Andrew explains how relying purely on talent and willpower eventually leads to spinning in circles. When you lack clarity, it becomes impossible to make sound decisions about marketing, PPOs, or multi-practice expansion, ultimately stunting your long-term success.To excel as a dentist today, you must understand that the "floor" has risen; succeeding requires more intentional business strategies than it did a decade ago. Andrew emphasizes that you cannot simultaneously optimize for elite clinical mastery, aggressive scaling, and perfect work-life balance. Achieving sustainable dental practice growth requires picking a path and maintaining a disciplined clarity of vision.Here is your guide to finding focus for your practice:Ignore the Extremes: Do not let social media highlight reels push you into building a 30-practice DSO or becoming an elite cosmetic dentist if those paths do not align with your true desires. The "middle of the road"—such as a profitable group model with two doctors and four hygienists—is often the sweet spot for sustainable dental practice growth.Audit Your Time: Regularly sit down and write out everything you do throughout the week. Identify the tasks you hate (like managing staff drama) and delegate them to leadership, while doubling down on the things that actually fire you up.Build Optionality Early: Be highly conservative with your personal finances early in your career. Living below your means and aggressively investing in your clinical and business skills provides you with the freedom to pivot your career path in your 40s or 50s.Read "Traction": Implement the principles from Gino Wickman's EOS framework to align your team and ensure everyone in the practice is rowing in the exact same direction.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.

Dr. Jones is finally back, and he is passionate about today's topic! In this episode, he reminds listeners what it takes to truly grow. He and Bethany discuss the challenges and setbacks to growing as well as the skills and determination it takes to make daily changes that lead to growth. Today's episode will have you smiling and hopefully recommitting to the daily pursuit of growth. Rev up that engine and get ready! 

Your hygienist spends more time with your patients than you do. That makes them one of the biggest case acceptance drivers you have.This episode shows you how to unlock that potential with the right systems, language, and a true doctor-hygienist partnership. Hygiene consultant Janet Hagerman breaks down how to train your team to talk about treatment, the meeting you should be having every month, and the five steps to the perfect handoff.Topics discussed:(00:00) Introduction(02:08) From hygienist to fractional hygiene officer (05:47) Why hygiene is the bedrock of your practice(08:28) Where to start with your hygiene team(13:08) How to have perio conversations with patients(18:30) Getting them involved in diagnosis and treatment(21:01) The monthly meeting that aligns your team(24:05) Disagree without making anyone look bad(26:22) The perfect handoff sequenceDownload Janet's free step-be-step handoff guide: https://janethagerman.com/tpn/c/C2030/docs/DOC-5ComponentsofHandoff-c2030.pdfConnect with Janet Hagerman:Website | https://janethagerman.com/LinkedIn | https://www.linkedin.com/in/janethagerman/Email | janet@janethagerman.comThis 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 this episode of Ask George, Dr. George Hariri breaks down the pros, cons, and brutal truths of running a fee-for-service dental practice. While dropping insurance is a dream for many in dental practice ownership, George explains why going out-of-network is often like "swimming upstream". It becomes significantly harder to attract new patients and retain existing ones when they face higher out-of-pocket costs.However, if you are committed to this model, it can be incredibly rewarding when executed correctly. To achieve sustainable dental practice growth without relying on PPOs, you must deliver an experience that justifies the premium price tag.Here is your blueprint for operating a successful fee-for-service dental practice:Simulate the In-Network Experience: The best out-of-network offices are extremely insurance-friendly. You must submit claims on behalf of the patient and avoid charging extra for preventative care whenever possible to reduce friction.Leverage Rural Markets: The most predictable path to fee-for-service success is in rural or underserved areas. When there is a severe lack of access to care, patients have no choice but to tolerate out-of-network fees.Create a Unique Value Proposition: If you are operating in a highly competitive, urban market, your patient experience—from the doctor-patient relationship to the physical office environment—must be undeniably superior to the in-network clinic down the street.Transition Slowly: If you are acquiring an in-network clinic, do not abruptly transition into a fee-for-service dental practice. Build your patient base first, establish goodwill, and then gradually drop the lowest-paying plans one at a 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.