Podcasts about Practice management

A returning Practice Under Water guest breaks down five associate hires, rapid growth to $3M, and why scaling a dental practice can still trap owners in the chair.

Startup or acquisition... how do you choose? Between horror stories and conflicting advice, it's hard to get a straight answer. This episode breaks them down in a way that actually helps you decide (and avoid getting set back years). You'll learn what to look for during the due diligence process, the non-negotiables that determine success, and the number one factor for growth.Topics discussed:The pros and cons of starting a practice from scratchWhy acquisitions can turn into “pseudo startups”Due diligence and red flags most buyers missImportant factors that drive practice growthLeadership challenges and turnover after an acquisitionWhat matters more than location, capacity, and team cultureThis episode was produced by Podcast Boutique https://www.podcastboutique.comJoin us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Thinking about buying a practice? Learn how to avoid the “messy middle,” pick a ready-to-grow opportunity, and decide if you're built for ownership in today's market.

The Bulletproof Dental Podcast Episode 426 HOSTS: Dr. Peter Boulden, Dr. Craig Spodak and Ian de Jongh GUEST: Cory Pinegar DESCRIPTION This episode explores the transformative potential of outsourcing and remote teams in dentistry, focusing on cost savings, efficiency, and practice growth. Guests share insights on building hybrid teams, leveraging international talent, and optimizing practice operations. TAKEAWAYS Outsourcing in dentistry Building hybrid teams Cost savings and efficiency International talent and remote work Practice management and analytics CHAPTERS 00:00 Introduction and Guest Credibility 01:16 Ian's Background and Connection to Dentistry 02:09 The Origin of Bulletproof Dental Ecosystem 02:56 Ian's Personal Journey and Family Background 03:56 The Need for Support Networks in Dentistry 05:06 The Value of Building Hybrid Teams 06:44 Decentralization vs Centralization in Dental Teams 08:52 The Impact of Unanswered Calls on Practice Revenue 11:57 The Productivity Myth in Dentistry 13:22 Layering Responsibilities in Dental Practices 15:14 Real-Life Examples of Call Overload 16:02 Missed Calls and Practice Profitability 17:23 Data-Driven Practice Improvements 18:21 The Emotional and Data Aspects of Practice Management 20:40 The Competitive Edge of Outsourcing 21:26 International Talent and Cost Savings 22:30 Overcoming Language and Cultural Barriers 24:35 Global Talent and Long-Term Practice Growth 26:18 Emulating Big Business Strategies in Dentistry 28:06 Financial Benefits of Outsourcing 30:23 Craig's Advice on Cost Per Hour and Efficiency 30:44 When Outsourcing Is Not the Right Fit 31:48 Setting Realistic Expectations for Outsourcing 32:58 The Importance of SOPs and Systems 35:59 Identifying the Gateway for Practice Improvement 36:40 Starting with Insurance Verification and Call Management 37:36 The Biggest Opportunities in Practice Management 38:16 Vetting and Integrating Remote Team Members 39:13 How to Connect with GetReach and Bulletproof 40:24 Special Offer and Next Steps for Listeners 40:56 Outro  REFERENCES Bulletproof Summit Bulletproof Mastermind Reach  

What if the reason you don't feel wealthy has nothing to do with your income and everything to do with how your practice runs without you? We unpack why so many high-earning dentists still feel one bad month from disaster and lay out a clear path to replace anxiety with real freedom.If you're ready to swap bigger numbers for better systems and design a practice that supports your life, not the other way around, this one's for you. Subscribe, share with a colleague who needs a reset, and leave a review to help more dentists find practical, freeing strategies that work.Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems? In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. They outline the foundations of equity value, from repeatable processes and documented sales systems to mission-driven hiring and leadership. Bob also shares how revenue diversification, data tracking, and intentional onboarding strengthen both valuation multiples and client experience. Bob highlights: Why documented sales, onboarding, and service workflows increase valuation and scalability How revenue diversification expands enterprise value and attracts stronger multiples The role of mission-driven hiring in retention and long-term team alignment Why data tracking and CRM visibility are essential for strategic growth decisions When is an advisor truly ready to scale and bring on a business consultant? How efficiency must translate into a better client experience to sustain referrals And more! Connect with Bob Zamary: LinkedIn: Bob Zamary Simplicity Group Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Bob Zamary is a Partner and Director of Practice Management at Simplicity, leading a team dedicated to empowering financial advisors. Drawing on over 25 years of experience leading operations and client services through large-scale integrations, he provides the practical guidance and streamlined operations advisors need to become confident business owners and grow their practices. Bob and his wife, Caroline, live in Scottsdale, Arizona. They enjoy spending time with their four adult children and four grandchildren nearby, and Bob’s hobbies include community service, travel, hiking, and mountain biking. Disclosure #: 5207200 – 0226

In this Ask George episode, George breaks down leadership for dental practice owners, covering self-leadership, vision, culture, team development, and systems to help practices grow with clarity and purpose.

A last-minute cancellation shouldn't hijack three hours of your day. We dig into a simple shift—pre-collecting before you schedule—that lowers AR, slashes cancellations, and gives your front desk a calmer, cleaner workflow without awkward money talks at checkout.By the end, you'll have the words, the rules, and the check-ins to make pre-collections stick—and a team that sees it as clarity, not conflict. If this helped, follow the show, share it with a colleague who needs fewer no-shows, and leave a quick five-star review to help more practice owners find it.JOIN THE THREE DAY SEMINAR HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into:How I more than quadrupled my hourly rateHow creating a killer client experience helped me work lessWhy picking a niche was critical to our efficiency and how it drives referralsBeing okay with pushing back on clients' calendars and fitting them into MY model weekHow I organized my time, built a team,  AND SO SO MUCH MORELearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

If you're investing in marketing but missing calls, you're leaking revenue. Learn how dental virtual assistants can boost conversions, improve verifications, and stabilize staffing.

Revenue growth can feel exciting—but if you don't know your margins, you're flying blind.

Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. -----  If you ever hire help, how do you tell whether you're getting a high-quality advisor? Ranie Verby, Plancorp's Director of Practice Management, joins the show to explain what "financial advisor" can really mean, how to spot a true fiduciary at an RIA, and why the best advice shows up when life gets messy, not when markets are calm. Listen now and learn: ► The quickest screening questions that reveal whether an advisor is transparent, fiduciary, and actually aligned with you ► The firm-structure red flags that signal thin service, weak continuity, and no real succession plan ► Why "owned outcomes" matter more than portfolio picks when you hit a major life event ► How Plancorp uses behavioral finance and AI to improve the client experience without burning out advisors   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (01:30) How to choose a high-quality financial advisor: fiduciary duty and RIA screening  (04:51) Signs of a great advisor: trust, continuity, and why a team matters  (08:26) Behavioral finance in financial planning: tough conversations, estate planning, and family decisions  (13:44) DIY investing vs hiring an advisor: accountability, decision support, and owned outcomes  (16:29) How Plancorp uses AI in financial planning to save advisor time and improve meetings  (21:49) Advisor burnout and capacity: why it affects client experience and continuity  (26:23) Financial advisor red flags and green flags: team size, succession plan, and relationship fit  (29:08) Integrated financial planning under one roof: investing, taxes, and estate coordination  (32:22) For advisors: how to evaluate your firm and build a sustainable advisory career  (36:20) Choosing a financial advisor: fiduciary in writing and meet the full team  (37:08) Where to follow Ranie Verby    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

On this episode, host Dr. Joel Berg is joined by Dr. Jorge Castillo, past president of the International Association of Paediatric Dentistry (IAPD) to discuss Dr. Castillo's session at AAPD 2026 in Las Vegas. The session, featuring Dr. Castillo and other international experts, delves into the global perspectives on early intervention with developing dentition and how pediatric dentistry and orthodontics intersect during that decision-making process. Dr. Castillo also lends his voice to the ongoing little teeth, BIG Smiles discussion relating to the co-location of pediatric dentistry and orthodontics, sharing his perspective on international trends, particularly in comprehensive care clinics. Guest Bio: Jorge L. Castillo, DDS, M Dent Sci, MSD, PhD, is a board-certified pediatric dentist and orthodontist with an extensive academic and international leadership background. He earned a Master of Dental Sciences in Pediatric Dentistry from the University of Connecticut, a Master of Science in Dentistry in Orthodontics from the University of Washington, and a PhD from the Peruvian University Cayetano Heredia. Dr. Castillo is a Professor in the Department of Stomatology for Children and Adolescents at the Peruvian University Cayetano Heredia and serves as an Affiliate Assistant Professor in the Department of Oral Health Sciences at the University of Washington. He is a Diplomate of both the American Board of Pediatric Dentistry and the American Board of Orthodontics. A past President of the International Association of Pediatric Dentistry (2013–2015; 2021–2023), Dr. Castillo currently serves on the Executive Committee of the World Federation of Orthodontists (2025–2030). He has published widely in peer-reviewed journals and has lectured internationally across the Americas, Europe, Asia, the Middle East, and Africa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is rapid growth always worth it? This $8M dental owner reveals the stress, mistakes, and boundary-setting required to grow without sacrificing lifestyle.

Staring at your AR and seeing chaos instead of clarity? We've been there, and we built a simple path out. We walk through a practical, three-part framework that turns one scary number into a clear diagnosis, so you know what to fix first and how to keep cash flowing without drama.If your AR feels like a magic eye poster, this is your focusing lens. Walk away with a short checklist, clear ownership, and a plan to make cash flow predictable. If this approach helps, subscribe, share it with a colleague, and leave a five-star review to help more practice owners find it. And if you want hands-on help building these systems, grab a free strategy call at dentalpracticeheroes.com/strategy.Register for the 3 Day Virtual Event...THE DPH FREEDOM PRACTICE WORKSHOP (Seats are Limited!) Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedomTake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Rebecca Hinds, PhD, to explore a topic that affects every practice, every business, and every team: the meeting culture you've inherited, and the meeting culture you're choosing to tolerate.Rebecca opens with one of the most memorable details from her book: dysfunctional meetings were once documented as an intentional sabotage tactic during World War II. The point is not to make you paranoid about your calendar. The point is that the behaviors that waste time in meetings are remarkably consistent, and most people do not need convincing that meetings are broken. They already feel it.From there, Rebecca makes the case for a complete shift in how leaders think about meetings. Her premise is that meetings should be treated like products. They are where decisions get made, priorities get set, and culture gets built or broken, yet they are rarely designed with intention. Organizations often obsess over optimizing everything except the mechanism that dictates how work actually moves. When you treat a meeting like a product, you stop scheduling by habit and start designing for the user, the people in the room who are giving you their time, their focus, and their judgment.One of the most practical concepts we cover is “Meeting Doomsday,” a 48-hour calendar reset where recurring meetings get deleted and employees rebuild their calendars from scratch. The power of this approach is psychological. Traditional meeting audits cause people to defend existing meetings because there's social pressure, guilt, and fear of offending someone. Doomsday creates a clean slate, and what Rebecca finds is that most of the time savings come from redesigning meetings, not only canceling them. Meetings shrink. Attendee lists tighten. Formats become clearer. Small improvements compound fast, and teams stop carrying old meetings forward simply because they've always been there.Rebecca also explains why managers suffer the most from unproductive meeting load. Her research shows unproductive meetings have increased since 2019, and managers have experienced the biggest jump. The reason is structural. Meetings are often a symptom of a broken communication system. When people do not know where work lives, where decisions get documented, or how to move projects forward asynchronously, managers end up funneling information upward and distributing clarity downward. They become the human router for dysfunction, and the calendar becomes the penalty.To help leaders respond, Rebecca introduces the concept of meeting minimalism. Great products are minimalist by design, clear, purposeful, and free of clutter. Meetings should follow the same discipline. She encourages leaders to apply minimalism across four dimensions: meeting length, agenda items, attendees, and frequency. Even a small shift, such as running a 25-minute meeting instead of a 30-minute meeting, can force a team to design with intention instead of letting work expand to fill time. She also shares why standing meetings tend to run shorter and can change behavior in the room by reducing territorial dynamics.We also get into a theme that most leaders underestimate: meetings are deeply human. Rebecca talks about the value of injecting delight, moments of joy and surprise, into meetings, especially in a world where so much of work has become mediated by technology. A small unexpected shout-out, a personal story, or a simple ritual can change how people experience collaboration. These touches do not need to be cheesy. They need to be memorable.A major highlight of the episode is Rebecca's breakdown of agendas. Many leaders assume agendas automatically improve meetings, but her research points to a more honest truth: agendas only work when they're designed well. Too often, agenda items are recycled, vague, and structured like a laundry list. Rebecca's favorite fix is deceptively simple. Convert each agenda item into a verb and a noun. That shift forces clarity. It also makes it obvious when an item is complete, which helps meetings end on time and decisions actually land.Finally, we talk measurement. Rebecca explains why meeting metrics are tricky, because people are conditioned to assume meetings are inherently bad, which makes traditional feedback systems unreliable. Her recommendation is ROTI, Return on Time Investment, a simple 0–5 score that helps leaders understand whether the meeting was worth the time. When paired with one follow-up question about how to improve by one point, ROTI becomes a lightweight system for continuous improvement rather than a complaint box.If you lead a practice, run a department, manage a team, or simply want your calendar to stop owning your week, this episode will change the way you think about meetings. You'll walk away with principles you can apply immediately, without software, without bureaucracy, and without turning your team into meeting accountants.Resources Mentioned in this Episode:Your Best Meeting Ever by Rebecca Hinds, PhDSimple Sabotage Field Manual (OSS / WWII)Steven Rogelberg's research on why agendas only help when they're designed wellElise Keith and the concept of ROTI (Return on Time Investment)Ted Lasso as a cultural example of using small moments of delight to shift meeting culture Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Running a practice with your spouse can be your biggest advantage… or your biggest stressor.In this episode, husband and wife team Trent and Hope Neisen share how they've made it work through big transitions, burnout, and the day-to-day challenges of running a practice. You'll hear how they handle the hard days, maintain boundaries in the office, and stay aligned as leaders of the practice.Topics discussed:Defining your role of clinical vs. office managerHow they handle disagreements and stay alignedHow Trent reduced his clinical days and managed burnoutBoundaries that protect the relationship and prevent burnoutThe challenges and rewards of working with familyWhere spouse teams can get outside support This episode was produced by Podcast Boutique https://www.podcastboutique.comRegister for the 3 Day Virtual Event...THE DPH FREEDOM PRACTICE WORKSHOP (Seats are Limited!) Learn how to make more money on less days!  Register for the 3 Day Virtual Practice Freedom event at https://www.dentalpracticeheroes.com/freedomTake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this episode of Business School for the Rehab Chiropractor Justin speaks to Kurtis Gryba, a practice owner from Saskatoon, Saskatchewan, Canada who shares how opening a clinic during COVID exposed the cracks in traditional pricing, insurance dependence, and service models.   He also shares how it forced him to rethink how a sustainable chiropractic practice is actually built. Justin and Kurtis also talk about those crucial leadership moments that determine whether a clinic stays small, becomes chaotic, or grows with intention.In this episode, you'll hear about:The biggest pricing mistake chiropractors in Canada keep making.How the insurance model shapes patient behavior and clinic profitability.What it really takes to restructure a clinic without losing momentum or team trust.Your Host: Justin RabinowitzFounder of RehabChiro Coach.Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.

Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨In this episode, you'll learn:Why owning a firm is fundamentally different from being a great financial advisor, and why most advisors are unprepared for that shiftHow Hannah navigated massive business transitions, including reducing her client base, growing two companies, and building a leadership teamWhat it actually looks like to delegate meaningful responsibilities like sales calls and client relationshipsHow ego, identity, and grief can quietly hold advisors back from scaling their firmsWhy self-awareness is one of the most important traits of successful advisors and CEOsThis episode is a powerful reminder that growth doesn't come from doing more, but from letting go, building trust in your team, and stepping fully into the CEO role. If you're feeling stretched, overwhelmed, or stuck in the day-to-day, this conversation will help you see what's possible on the other side of intentional leadership.Find Hannah on LinkedIn HERE!Learn more about Amplified Planning HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

What happens when you let your P&L get ugly on purpose? This dentist explains how he scaled to $8M fast—and why profitability became the next big challenge.

Guest: Samir Singh DMD https://www.instagram.com/ssingh_dmd_facs/ https://northpittsburghoralsurgery.com/meet-our-team/dr-samir-singh/   Host: Serv Wahan MD DMD https://www.drwahan.com/   Summary In this engaging episode, Dr. Serv Wahan welcomes Dr. Samir Singh, an oral surgeon from Pittsburgh, Pennsylvania. The conversation begins with a light-hearted exchange about their shared experiences in Pittsburgh, including their backgrounds and love for hip-hop culture. Dr. Singh shares his journey from being born in Texas to moving to Pittsburgh, where he developed a passion for dentistry influenced by his family's positive experiences with dental care. As the discussion progresses, they delve into Dr. Singh's path to oral surgery, highlighting the importance of mentorship and the discovery of his passion for the specialty during dental school.  The episode transitions into a deeper exploration of Dr. Singh's professional life, including his experiences in residency, the challenges of oral surgery, and the significance of patient care. They discuss the complexities of managing patients with diabetes and the importance of thorough medical histories in surgical planning. Dr. Singh also shares insights into his practice's operations, work-life balance, and the evolving landscape of oral surgery, including the integration of technology in treatment planning. The conversation wraps up with reflections on personal health, fitness, and the rewarding aspects of their profession, emphasizing the importance of community involvement and mentorship in the field. Keywords oral surgery, Dr. Samir Singh, Pittsburgh, dental health, work-life balance, mentorship, diabetes management, technology in dentistry, community service, fitness, North Pittsburgh Oral Surgery, OM3 Oral Surgery, Dr. Wahan, work-life balance, oral surgeon, dental, dental student Takeaways "I always tell people that my love for hip-hop... came from Miami." "If you don't rise to the level of your goals, you'll fall to the level of your systems." "We as OMSs don't really have that instant gratification thing always in our profession." "It's a lot of sensory overload, man." "You want to just take little steps to establish good systems." Titles From Hip-Hop to Oral Surgery: Dr. Samir Singh's Journey Navigating Oral Surgery: Insights from Dr. Samir Singh Sound bites "My love for hip-hop... came from Miami." "If you don't rise to the level of your goals, you'll fall to the level of your systems." "There's no substitute for that." Chapters 00:00 Introduction and Background 05:01 Journey into Dentistry 10:52 Experiences in Oral Surgery 15:35 Teaching and Mentorship 20:58 Managing Diabetes in Surgery 25:11 Anesthesia Protocols and Patient Care 27:44 Work-Life Balance in Oral Surgery 30:10 Practice Management and Community Involvement 39:05 Fitness and Health Journeys 45:00 Managing Stress and Patient Safety 55:51 Charity Work and Giving Back

Ever set a production goal that felt exciting, then realized the math didn't support it? We walk through a clear, no-fluff framework that turns revenue wishes into achievable targets by anchoring everything to one number: dollar per clinical hour. From there, we test whether your current systems can carry that load—diagnosis habits, treatment acceptance, and patient volume—and show how small, targeted adjustments create outsized gains without adding chaos to your week.We start by reverse-engineering annual revenue into a realistic hourly target and explain why that figure becomes your true north for scheduling, staffing, and time off. Then we dig into the three levers of growth. First, diagnosis: how to set ethical, consistent criteria, present risk clearly, and avoid the trap of under-diagnosing teeth at obvious risk of catastrophic fracture. Second, case acceptance: practical scripts and front-desk tactics for surfacing objections, clarifying value, and making financing easy so more patients say yes to care they need. Third, volume: when and how to expand through marketing, better phone conversion, airtight recall, and full hygiene capacity without burning out your team.The payoff is predictability. We show how to translate your dollar-per-hour into a block schedule that builds steady production days rather than volatile peaks and valleys. By aligning each provider—including hygiene—to a defined target and a purpose-built template, you reduce stress, hit goal consistently, and reclaim control of your calendar. You'll walk away ready to set numbers that make sense, diagnose with confidence, lift acceptance with simple training, and choose whether to grow through volume—on your own terms.  SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Episode #1685 of Dentistry Uncensored with Howard Farran explores 12 Practical Tips for Practice Management with Bill Rossi. Bill Rossi is a nationally recognized dental practice management consultant with over 35 years of experience helping dentists grow more profitable, efficient, and sustainable practices. Through Advanced Practice Management, Bill and his team are actively involved in the ongoing management of 250+ dental practices across the Upper Midwest. Each month, Bill analyzes more than $30 million in dental activity and conducts 600+ on-site consultations annually, giving him a uniquely deep and practical perspective on what truly works in real-world dentistry. His approach is tactical, data-driven, and focused on delivering measurable results dentists can implement immediately.

In this Ask George episode, George breaks down how to set practice ownership goals you'll actually be happy you hit. He walks through the three stages of a dental career, how to align qualitative lifestyle goals with quantitative income targets, and why bottlenecks and “surface area of luck” matter more than arbitrary production numbers. If you're a dentist who wants to grow your income without hating Mondays, this episode gives you a practical roadmap from today to your ideal Point B.

Most dentists push for a yes right now. We take a different path and show how planting a clear, respectful seed today leads to an easy yes at the next visit—no pressure, no awkward sales pitch, just a plan the patient helped shape. Using four common scenarios—SRP hesitation, x-ray refusal, cracked teeth without symptoms, and adult crowding—we walk through the exact words, visuals, and boundaries that turn doubt into acceptance.Enjoy the strategies? Subscribe, share with a colleague, and leave a quick review on Apple Podcasts. If you want personal guidance for your team, book a free strategy call at dentalpracticeheroes.com/strategy.  SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In a time when finding and keeping great team members is harder than ever, the key to long-term employee retention may not just be in pay raises or bonuses, but in creating a health-centered practice culture. Our guest, Katrina Klein, will recommend a few simple shifts that can transform your practice into a place where your employees want to work and have no interest in looking elsewhere. Katrina is a registered dental hygienist for 16 years, national speaker, author, competitive bodybuilder and certified personal trainer. She's the founder of ErgoFitLife, where ergonomics and fitness are a lifestyle to prevent, reduce or eliminate pain. Thanks to our episode sponsors: BISCO - https://www.bisco.com/ NSK America - https://www.nskdental.com/

In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity

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

In this episode, ByrdAdatto partner Jay Reyero joins the podcast to share the story of a physician who built a thriving concierge medicine practice. When a chronically late and frequently canceling patient pushed the limits, the practice faced a critical question: Can you charge for no-shows without risking compliance? Tune in for legal and practical considerations behind implementing cancellation policies, from Medicare rules to best practices for communicating with patients and training staff. Learn how to address no-shows in a way that protects your practice's time, revenue, and compliance.  Chapters00:00 Intro01:47 Banter  06:39 Story  15:55 Access+  16:34 Legal Takeaways  28:39 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

Dr. Kenneth Pierce didn't just fill a geographic gap when he opened Veterinary Vision Center in underserved Shreveport, Louisiana—he identified a nationwide crisis. The shortage of veterinary specialists means general practitioners often lack access to expert guidance for complex cases, leading to stressed veterinarians, suboptimal patient outcomes, and frustrated pet owners facing long drives and high costs.  Read the full show notes, memorable quotes, and key takeaways.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  His solution, Vespecon, offers unlimited virtual face-to-face consultations with specialists across all veterinary fields through a membership model. This empowers general practitioners to deliver specialist-level care locally while building confidence and strengthening client trust.  In this episode, we explore how Vespecon's model creates wins across the board: veterinarians gain knowledge and confidence, pet owners save money while getting better outcomes, and specialists extend their reach and impact. Dr. Pierce also discusses the business advisory services Vespecon now offers—recognizing that practice owners need support beyond clinical knowledge to truly thrive.  Whether you're in veterinary medicine or any healthcare specialty, this conversation offers insights about leveraging technology to bridge access gaps, the importance of asking for expert support, and how comprehensive practice support prevents burnout while improving care delivery.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don't know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision

In this episode of the Dental Boardroom Podcast, host Wes Reed introduces a brand-new subseries called The Executive Session. This interdisciplinary series brings together experts in finance, marketing, and practice management to discuss the real business challenges dental practice owners face today.Joined by co-hosts Megan Shelton (https://www.instagram.com/doctormeganshelton/ (Practice Management & Operations) and Michael from Wondrous Agency (instagram.com/wonderistagency/) (Dental Marketing), this kickoff episode explores how the definition of a “successful” dental practice has evolved over the last decade. The panel breaks down how marketing, operations, and financial strategy must work together to drive sustainable growth without burnout.From tracking real ROI in marketing to improving case acceptance and building systems that support both profitability and lifestyle, this episode sets the foundation for what modern dental leadership looks like.Key TakeawaysSuccess today is more than revenue A successful dental practice balances strong collections with profitability, lifestyle flexibility, and personal fulfillment.Top-line growth without bottom-line control is dangerous High revenue means nothing if margins are thin. Profitability and cash flow matter more than ever.Marketing must be measurable Website traffic and rankings don't pay the bills new patients, collections, and ROI do. Integration with practice management software is critical.Operations make or break marketing Even the best marketing fails if front desk systems, case presentations, and patient experience aren't aligned.Data visibility across the entire pipeline is essential From leads → appointments → case acceptance → collections, successful owners track every stage.Growth requires systems, not hustle Sustainable growth comes from leadership, team retention, clear communication, and predictable processes not longer hours.You can't do it alone High-performing practices invest in expert support marketing, operations, and finance to scale efficiently.Seasons matter Balance looks different at different stages of ownership. Clarity, reflection, and intentional decision-making are key.

In this episode, we sat down with Mellanie Page, BCBA, MBA, and founder of The ABA Collective, to dive into the world of Organizational Behavior Management (OBM) and how it can transform the way we experience our work. We talked about why so many BCBAs feel burnt out or stuck in leadership and supervisory roles and how OBM offers practical, behavior-analytic solutions that go far beyond surface-level self-care.Mellanie shared how OBM can help us pinpoint high-impact problems, improve workplace culture, and increase job satisfaction—whether we're clinicians, supervisors, or business owners. We explored why burnout isn't just an individual issue, how small behavior changes can create meaningful ripple effects across teams, and why reinforcing the process matters just as much as reinforcing outcomes.This conversation is full of practical insights, real-world examples, and a refreshing reminder that we can apply the science we already know to organizations, leadership, and even ourselves. If you've ever wondered how to use ABA to improve your work life, this episode is for you.What's Inside:What OBM is and why it matters for BCBAsUsing behavior analysis to address burnout and job satisfactionApplying OBM to leadership, supervision, and workplace culturePractical examples of small changes with big organizational impactMentioned in This Episode:The ABA CollectiveThe OBM Practitioner ProgramHowToABA.com/joinHow to ABA on YouTubeFind us on FacebookFollow us on Instagram

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

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

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

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

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

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

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

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

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

Hiring doesn't have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you're actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. In this episode, you'll learn:Why hiring a person before defining the role often leads to burnout, confusion, and poor performanceHow to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilitiesThe difference between stewarding people and stewarding results—and how great leaders balance bothWhy more help isn't always the answer, and when clarity and systems matter more than another hireHow defining roles creates better onboarding, stronger accountability, and clearer growth paths for your teamHiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.Learn more about Claire's hiring process HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

Most practices don't fail for lack of systems—they fail because accountability shows up late, tense, and inconsistent. We unpack a practical way to fix that with the CVI method—curiosity, validation, and invitation—so your team follows through without fear, defensiveness, or drama. You'll hear why “laminated” SOPs stall, how delayed feedback normalizes noncompliance, and how reframing protocols around patient outcomes and team fairness wins real buy-in.If this resonated, share it with a colleague, subscribe for more practical leadership tools, and leave a 5-star review on Apple Podcasts so others can find the show. Got questions or want support? Book a free strategy call at dentalpracticeheroes.com/strategy.Join us for Free Live Trainings and Community Discussion in the DPH Hero Collective on the DPH App.  Click Here to Join! GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbookTake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

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

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