Podcasts about Practice management

If your days feel jam-packed but your dental practice still isn't improving, the problem usually isn't effort. It's urgency. The loudest problems in a practice always win, and they trick us into believing we'll work on systems, leadership, and growth “once things slow down.” They don't slow down, and that's exactly why so many practice owners feel stuck, overworked, and quietly frustrated.We unpack the real difference between reactive work and proactive work in dental practice management. Reactive work is the constant stream of fires: insurance denials, upset patients, schedule chaos, staffing surprises, and equipment problems. It keeps the lights on, but it doesn't build the future. Proactive work is what creates a practice that runs without you: onboarding systems, checklists, phone scripts, KPI scoreboards, P&L review, and leader development that prevents issues before they explode.We also talk about why this matters for your key leaders, especially the office manager. Many office managers spend their whole day reacting like a highly skilled admin employee, when what you really need is protected time for true management. I share the shift I had to make when I hit a breaking point, and how blocking and defending CEO time became the turning point for building momentum again.If you're ready to stop living in reaction mode and start building a calmer, more profitable practice, listen now, share this with a colleague, and subscribe so you don't miss what comes next. And if you want help installing systems and protecting proactive time, book a free strategy call at dentalpracticeheroes.com/slash strategy, then leave a review on Apple Podcasts or Spotify.Invest in your Team and the Leaders you Need at the DPH Leadership Intensive Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In today's episode, Justin dives deeper into the reasoning behind the Rehab Chiro Coach Executive Program and why he believes most chiropractors are being set up to fail from the moment they graduate.He shares the biggest mistakes he sees new grads, associates, and practice owners make, why environment matters more than tactics, and how the first five years of your career can determine the trajectory of the next twenty.In this episode, you'll hear about:• Why mentorship and environment matter more than money early in your career.• The biggest false beliefs keeping chiropractors stuck.• How the Rehab Chiro Coach Executive Program creates a different path forward.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo

As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you head into the next quarter.In this episode, you'll learn:How to structure a quarterly CEO Day that actually leads to action instead of becoming another day spent answering emails and putting out fires.The five key business categories every advisor should review each quarter, including people, finances, processes, client experience, and technology.Why brain dumps and structured reflection exercises help uncover opportunities, bottlenecks, and priorities that are easy to miss during day-to-day operations.A practical framework for identifying your next three quarterly goals and turning them into actionable plans that actually get completed.Libby shares the same process she used in her own advisory firm and now teaches inside her coaching programs. If you've ever wondered what it really means to "work on the business," this episode gives you a step-by-step roadmap for creating the time, clarity, and focus needed to move your firm forward. As you wrap up the quarter, consider blocking time on your calendar for your own CEO Day—you may be surprised by how much progress can come from simply creating the space to think strategically.Join the Systems to Scale Group Coaching Program HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode, Caitlin Embree and Cory Pinegar, CEO of Reach, dive into integrating virtual support to elevate your dental practice management. With operating costs rising roughly 87% since 2001 and insurance reimbursements remaining stagnant, the modern dentist is getting squeezed. To maintain dental practice profitability, owners must rethink their traditional staffing models.Cory explains why conventional outsourcing fails and how embedding a dedicated virtual team member transforms your dental practice management. By delegating repetitive front-desk tasks, your in-office staff can focus exclusively on the patients directly in front of them, driving sustainable dental practice growth.Here is your blueprint for implementing elite dental business strategies using virtual support:Capture Missed Revenue: Over 60% of Reach's clients start by delegating inbound phone calls because the industry average for missed calls is 33%.Define Success Metrics: Before hiring, clearly outline whether your goal is saving money, buying back time, or driving revenue to ensure a measurable ROI.Customize Your Training: Provide the final 20% of practice-specific training, such as exact verbiage and software nuances, to fully integrate your virtual assistant.Embrace AI as a Tool: Combine the efficiency of AI technology with the empathy of human virtual assistants rather than treating them as opposing forces.Treating virtual assistants like actual human team members is the missing link in modern dental practice management.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

ohn Toon, Eriona Bajrakurtaj, and Leigh Stallard cover FYI's first AI features, two separate Xero conversations, BrightPay Oscar, Sodium, Record OS and the Maple Review.   FYI has added its first AI features, built around the existing automation layer rather than added on top as a chatbot. Firms that have properly embedded the product will benefit most. It runs on AWS Bedrock, which doesn't retain data or train models, which the hosts consider important for client confidentiality.   Xero comes up twice. First, incremental bank rec improvements: view, add and delete files and change account codes in the reconcile screen, search by payment reference, and upload multiple files through the accounting app. Then a more uncomfortable story: Xero sent an email to all users saying "your Xero numbers are now in Claude," which alarmed a lot of people. The hosts work through what the integration actually means, who owns client data when it flows through a third-party LLM, and what the GDPR implications are. John explains the difference between read-only MCP connections and write access, using the example of a US marketing company whose entire database was deleted by Claude Code overnight. Eriona raises what happens when Xero moves from sharing insights to taking actions - she has already seen Claude ask to take control of her computer mid-session.   BrightPay's Oscar gets a revisit after Accounting Web covered early adopter feedback. Mark Francis of Francis Bookkeeping Solutions reported that onboarding which previously took one to two weeks now takes five to ten minutes. Eriona is cautious about how this translates for small-client practices where the business owner, not an HR team, is handling the process. Leigh then covers Sodium adding billing and walks through the commercial logic: a slice of payment processing interchange could nearly double their average revenue per customer. John uses it to open a debate on why practice management has never been solved - and all three agree it probably never will be.   Record OS has launched publicly after raising £2 million in pre-seed funding. The model pairs AI data capture with a qualified tax professional reviewing the return before submission, priced at £125 for a standard self-assessment filing. Eriona's concern is whether the economics hold when cases get complex. John is more optimistic, arguing it represents a shift from human capital cost to product cost in compliance work. Leigh adds the sharpest point: Record OS is one government policy change away from not having a business model, and the same risk applies to any practice built mainly on compliance.   Also covered: FreeAgent's new landlord statement upload feature ahead of MTD; Plaid opening its MCP server to AI agents for bank feed diagnostics, with Eriona and John debating how comfortable they are with AI that close to financial infrastructure; Brief's latest update, including a UI overhaul, AI client profiles, two-way client scoring and automated group check-ins; and the Maple Review, a government report on barriers to entrepreneurship in the UK. All three back its recommendations on financial and business education in schools, and Xero gets a namecheck for supporting the report.   00:00 Intro and Disruptor Awards 01:54 Episode preview 02:52 Check-ins 06:35 FYI: First AI features 09:52 Xero: Bank rec improvements 11:45 Xero meets Claude: Data, privacy and agentic risk 15:09 BrightPay Oscar: AI employee onboarding 18:58 Sodium: Practice management and billing 24:30 FreeAgent: Landlord statement upload 26:19 Plaid: AI agents and bank feed diagnostics 28:23 Brief: Client relationships, scoring and check-ins 31:48 Record OS: Self-assessment productised 38:13 The Maple Review 46:12 Outro

In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.

In today's episode, Justin explains why talent alone isn't enough to succeed in chiropractic.Drawing from his experience building Strive2Move and Rehab Chiro Coach, he shares why most chiropractors struggle after graduation and how the right environment can accelerate growth, leadership, confidence, and success.In this episode, you'll hear about:• Why mentorship and accountability matter more than talent.• How the right environment can compress years of growth into months.• What makes the Rehab Chiro Coach Executive Program different from a traditional associateship.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryMost practice owners spend close to two decades building their business — and too often only a few months planning how they exit it. That imbalance shows up in the outcomes.This episode kicks off a new series on planning for the sale of your practice, built around five questions worth answering long before a sale shows up on your calendar. We start with the first and most important one: not "what is my practice worth?" but "what does this sale actually need to do for my retirement to work?"Because those are two completely different questions — and the gap between what you assume the practice is worth and what you actually need it to do is where a lot of the regret lives. We walk through why your retirement gap sets the floor for every other exit decision, how to actually build that number, and why the earlier you start, the more flexibility you'll have on your way out.What You'll LearnThe five questions to answer when planning to exit your practice (and why this one comes first)Why your practice valuation only matters in relation to your retirement gapHow two identical practices can lead to two completely different sale strategiesWhy earlier owners have far more flexibility — and how to "pre-fund" your future buyoutHow to build your retirement gap: lifestyle spending, guaranteed income, existing assets, and the gap that remainsHow that gap becomes your negotiating floor — shaping timeline, buyer type, and payment structureThe what-if scenarios worth testing before you ever sellKey Takeaways for OptometristsYour practice valuation is only meaningful in context. The number that actually matters is the gap between what you've already built outside the practice and what your retirement plan needs to succeed. Until you know that gap, every conversation about price, structure, and buyer is theoretical — you have nothing to measure an offer against.Figure out that number first, and it becomes your negotiating floor. It tells you whether you can wait for the right buyer, whether you can sell to an associate at a friendly price or need to chase a higher multiple, and whether work is truly optional afterward. Too many owners step into a sale unsure of what their family actually needs — and let the deal determine their retirement plan rather than the other way around.Resources for OptometristsPodcast Ep 160: How to Maximize Your Optometry Practice Value Before You Sell with Erich MatteiPodcast Ep 50: Guide to Due Diligence on Practice Purchases with Erich MatteiPodcast Ep 80: Intro to Optometry Practice Valuations with Erich MatteiPodcast Ep 70: Financial Planning Considerations for Owners of Established Optometry PracticesWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.

In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.

Scaling sounds great until you find out what it costs you. Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it. Frank LaRosa and Stacey Frank tackle the transition that trips up most advisors, the move from doing the work to owning the business to leading it as a CEO. The dream is an enterprise level practice. The obstacle is that the advisor is still the one holding every relationship and refusing to let go. In this conversation they get into why advisors resist building real infrastructure, why holding onto clients forever quietly limits the business and why the next hire that actually moves the needle is rarely another producer. They also talk through the cost of waiting to invest and the mindset that separates advisors who reach the next level from those who keep talking about it. If you want to grow but keep doing everything yourself, this episode points straight at the thing holding you back.   Questions answered in this episode include: What does it really mean to move from practitioner to business owner to CEO? Why do so many advisors say they want to scale but never actually do it? At what point do you have to stop working directly with your clients? What is the difference between working in your business and working on your business? Why is hiring an executive assistant more important than hiring another salesperson? How early should you build the team for the business you want to become? What does it cost an advisor to keep being cheap with key hires?   Chapters: 00:00:00 The crux of where advisors get scaling wrong 00:00:34 Welcome and the practitioner to CEO transition 00:03:49 Are you ready to be the business owner 00:07:30 The mic drop moment about giving up clients 00:09:33 The real mistake advisors make when they scale 00:11:33 In the business versus on the business 00:19:16 The most important hire is not who you think 00:19:51 Build the team today before you think you need it   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

In today's episode, Justin talks to Dr. Jay Greenstein, a chiro with over three decades of experience in the field. Jay built multiple practices and is now a leading voice in AI and digital health tech. Tune in to find out how AI is changing chiropractic, why seeking out knowledge is key but also why focusing on good leadership principles underpins every successful practice. In this episode, you'll hear about:How to prevent burnout What AI is going to bring next And where chiropractic will be in 30 years. Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences. More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.In this episode, you'll learn:Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gesturesHow to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the yearHow to build a simple process for capturing and accessing client intel so no important details get lost over timeThe best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of the Optimized Advisor Podcast, host Scott Heinila sits down with award-winning marketing strategist Tiffany Markarian, who brings over three decades of experience coaching financial advisors on scaling their businesses and deepening their marketing traction. The discussion opens with the evolving advisor landscape — an aging workforce, the rise of technology and AI, and the expanding geographic reach those tools enable. Tiffany cautions that technology is meant to make the back office more efficient so advisors can be more client-facing, not to replace the relationship-building and networking that actually generate qualified prospects. "Hope is not a plan," she notes, pushing back on the "post and hope" approach to content marketing. From there, the conversation turns to the core distinction between growth and scale. Tiffany argues that most practices are struggling with scale — the day-to-day capacity to serve clients well — rather than a shortage of growth opportunities. She lays out a concrete exercise: run every household in descending order of revenue, tally the hours the entire staff (not just the advisor) spends servicing each one, and tier clients honestly. The numbers often reveal that lower tiers are being over-served at a loss, while top clients point the way toward profitable niche networks the advisor didn't realize they already had. The episode also explores the choice every successful advisor eventually faces — remaining a lead "income producer" or building an enterprise — and emphasizes that both paths are valid as long as the advisor is honest about the trade-offs and listens to their staff. Tiffany and Scott close with a look ahead at continued M&A activity, rapid technology adoption, and clients demanding broader planning services, concluding that a loyal client base anchored in a clear niche is what carries an advisor through whatever changes come.   **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

If you've ever reached the end of a packed clinic day wondering why every single problem somehow finds its way back to you, you're not alone and you're not broken. I'm Dr. Paul Etchison, and I'm talking about a leadership pattern that quietly traps dental practice owners: the rescuer trap. It looks like support. It feels like servant leadership. But it often turns you into the rate-limiting step and trains your team to wait for you instead of thinking.We dig into why dentists fall into this habit (because we're capable, we care, and we want things done right), and why it keeps a dental practice from scaling. When the doctor fixes everything, the team learns dependence, accountability gets fuzzy, and conflict resolution gets outsourced upward. I share a real practice story that exposed how unclear expectations can persist until the owner steps in, plus the mindset shift that helps your leads take problems into their own hands.From there, we get practical: how to create psychological safety with “grace over guilt,” why discomfort is required for leadership development, and how to switch from rescuer to coach. You'll hear specific coaching prompts to use when someone brings you an issue, how to give fewer answers without being “unhelpful,” and what it takes to build a team that can operate without needing you constantly.If you want a practice that runs better with less doctor stress, subscribe, share this with an owner friend, and leave a five-star review. And if you're ready for help, check out dentalpracticeheroes.com/transform or book a free strategy call at dentalpracticeheroes.com/strategy. Check out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

The most important part of your surgery isn't plugged in, mounted, or calibrated. It's the person standing beside you. Have you ever dreaded walking into a beautiful practice with lovely patients — purely because of who you share the surgery with? What do you actually do, in the moment, when your assistant rolls their eyes at a request for rubber dam? And should you be friends with your assistant at all — or does that cross a line you'll regret? This is an Interference Cast — a non-clinical but deeply practical episode — with Dr. Sarah Braun, a dentist in Australia and a fellow Protrusive Guidance member who DM'd to suggest this very topic. No course, no book, nothing to sell: just two clinicians comparing notes (and the odd scar) on the one relationship that quietly shapes your whole working life. It sits inside this month's theme of the relationships that support your career. https://youtu.be/OyztRyPpcHM Watch IC075 on YouTube What You'll Take From This Episode The full breakdown is in the Premium Notes; here's the shape of the thinking that runs through the episode: Engagement is the whole game — the assistant relationship sets the mood of the room, the patient's experience, and whether good people stay. Speak their language — appreciation only lands if it's delivered in the form that particular person actually values. Appreciation is a verb — specific, named praise lands far harder than a vague “good job.” Let them, let me — you don't control how someone reacts in the moment; you only control your response to it. Lead the room — dentistry is a performance, and the room takes its emotional cue from whoever is leading it. Highlights of this episode: 00:00 TEASER01:13 Why This One Relationship Can Make or Break You03:49 A Non-Clinical Interference Cast: What to Expect04:47 Meet the Guest: Nine Years In, City to Country07:01 A Week in Private Practice09:15 How Much Does the Dentist–Assistant Relationship Matter?11:01 Engagement at Work: The Gallup Lens12:30 People Remember How You Made Them Feel14:21 When the Relationship Turns Toxic15:23 The Power Imbalance You Might Not See18:11 The First-Day Conversation20:52 Keeping Your Assistant Engaged22:23 Specific Praise Beats a Vague “Good Job”23:55 Midroll27:37 You Can Only Control Yourself29:34 The Eye-Roll Moment: Let Them, Let Me31:23 Off Days vs Patterns32:12 Appreciation, Gifting & Speaking Their Language35:32 Run the Relationship Like It Matters36:48 Friends With Your Assistant, or Keep Your Distance?39:08 A Best Friend at Work: The Engagement Link41:15 Advice for New Grads: Start With Time Management44:26 Teaching as a Tool: Show Your Working Out48:05 Wrap-Up & a Healthy Debate48:37 CPD Outro & the Protrusive Vault References & Further Reading: Sources and further reading from this episode: Chapman G. The Five Love Languages. Northfield Publishing, 1992. The five ways people give and receive appreciation — words of affirmation, quality time, acts of service, receiving gifts, and physical touch — applied here to the dentist–assistant relationship. Robbins M, Robbins S. The Let Them Theory. Hay House, 2024. The “let them / let me” reframe for releasing what you can't control and owning your own response. Rath T. StrengthsFinder 2.0. Gallup Press, 2007. The CliftonStrengths assessment; “Learner” is one of its talent themes, referenced in the discussion of teaching as a way to engage your assistant. Gallup employee-engagement research. The Gallup Q12 engagement survey (including the validated “I have a best friend at work” item) and Gallup's State of the Global Workplace reports. Source of the workforce-engagement framing in this episode. Exact figures vary by year — see Reviewer Note. Want more? If you enjoyed this episode, check out: How to Find a Mentor in 5 Seconds Flat! – IC058.  #InterferenceCast #CareerDevelopment #Communication #BeyondDentistry Listen, Subscribe, Earn CPD: This episode is eligible for 0.75 CE credit via the quiz on Protrusive Guidance. This episode meets GDC Outcomes A and B AGD Subject Code: 550 Practice Management and Human Relations Aim & Learning Outcomes: Aim: To help dental practitioners understand and strengthen the working relationship between dentist and dental assistant — recognising its impact on team engagement, patient experience and personal job satisfaction, and building practical habits to improve it. Learning Outcomes — by the end of this episode, dentists will be able to: Explain how the working relationship between a dentist and a dental assistant affects team engagement, the patient experience, and clinician wellbeing. Identify practical strategies for communicating appreciation and recognition in ways suited to the individual, and for involving an assistant according to their preferences. Apply self-management and emotional-regulation approaches to leading the surgery and responding constructively to interpersonal friction.

In this MedAxiom HeartTalk, host Melanie Lawson, MS, sits down with Jasen Gundersen, MD, CEO and Christie Yoder, COO at CardioOne. Together, they explore practical strategies for immediate growth in cardiology practices, emphasizing small, achievable changes over long-term planning. 

In today's episode, Justin dives deeper into the reasoning behind the Rehab Chiro Coach Executive Program and why he believes most chiropractors are being set up to fail from the moment they graduate.He shares the biggest mistakes he sees new grads, associates, and practice owners make, why environment matters more than tactics, and how the first five years of your career can determine the trajectory of the next twenty.In this episode, you'll hear about:• Why mentorship and environment matter more than money early in your career.• The biggest false beliefs keeping chiropractors stuck.• How the Rehab Chiro Coach Executive Program creates a different path forward.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

In this Ask George episode, we tackle the ultimate debate in dental practice ownership: have you built a highly profitable business, or just a high-paying job? Dr. George Hariri breaks down the reality of "key man risk," proving that if your office relies on your personal clinical energy to generate revenue, you are acting as an employee. For a future owner, making the shift to CEO requires mastering advanced dental practice management so your team performs efficiently without your oversight.This ultimate survival guide for mastering dental practice ownership shows you exactly how to shift from a stressful owner-driven clinical model to an autonomous, team-driven powerhouse. To achieve sustainable dental practice growth, implement KPI accountability:Missed Call Rate: Track front office metrics to capture inbound leads.Reactive Retention: Consistently monitor your overdue recare efforts.Proactive Retention: Push daily hygiene reappointments past a 90% target.To cement your dental practice ownership, delegate case acceptance entirely. When hygienists are calibrated to co-diagnose, they educate patients before you arrive, massively boosting dental practice profitability. We also highlight why the associate to owner transition fails without an Office Manager handling HR and payroll, ensuring scaling does not create more work. Embrace entrepreneurship for dentists by building systems that leverage your team's time.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

The best practices aren't built on systems and numbers — they're built on something that's easy to forget.In this episode, Bree Groff breaks down why people are the backbone of a practice and how leaders can bring out their team's best. Working with teams at Google, Microsoft, and Pfizer, she's developed simple exercises and team practices that  drive performance and bring fun to any size practice.Topics discussed:The "performative exhaustion" trapWhat people need more than a paycheckThe most underrated leadership roleHow to make work fun and show that you careTwo simple tools that help teams connectShould you be friends with the people you lead?This episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Dr. Keya Lock interviews Drs. Jun Ma and Mo Azam, guest editors of July's ASA Monitor, about practice management staffing models. Listen in as they consider adaptive staffing models, managing NORA expansion, workforce strategies, burnishing leadership skills, what the future might look like, and more. Recorded June 2026.

In today's episode, Justin announces the launch of the Rehab Chiro Coach Executive Program.Designed for ambitious chiropractors who want more than a traditional associateship, this program provides hands-on mentorship, leadership development, business training, and a direct path to becoming a future leader within Strive2Move and Rehab Chiro Coach.In this episode, you'll hear about:• Why the current path for most chiropractors is broken.• What makes the Executive Program different from a traditional associateship.• How we're developing the next generation of leaders in chiropractic.Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.Interested in the Rehab Chiro Coach Executive Program? Click here to apply.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo. (edited) 

Technology in dentistry is moving faster than ever, and it's easy to feel like you're falling behind. AI is writing chart notes, robots are helping place implants, and there's a new company pitching you every day.In this episode, Dr. Alan Mead and Paul discuss where dentistry is really headed, what's worth your attention, and what matters most even as the tools evolve.Topics discussed:Microscope dentistryHow tech in dentistry has changed over the past 30 yearsGetting patients to trust your treatment planThe dental task AI is about to automateCould robots actually replace dentists?Why you should beware of new AI toolsThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

This episode Justin takes you deep into a talk from earlier in the year, a recent opening address at  RehabChiro Mastermind Live in Orlando. It's an intimate one.  In a deeply personal talk Justin explains why thinking that you're not ready is holding your business back. Why work life balance is a mythWhat a childhood trauma taught Justin about being ready Why waiting to be ready is killing your business Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

The "Busy" Trap in DentistryFor Future Dental Practice Owners, a packed schedule feels like success. Yet, a booked day lacking strategic production leads to clinical burnout. Dr. Andrew Clingan and Caitlin Embree reveal why being merely "busy" destroys dental practice profitability. Moving from clinician to empowered CEO means stopping the cycle of stepping over dollars to pick up pennies. This requires mastering dental practice management through intentional scheduling.Your Scheduling Survival Guide:If your days are chaotic but collections are stagnant, your systems are failing. Allowing patients to cancel restorative work without consequence is why dental practice profitability drops. You cannot achieve sustainable dental practice growth if your team scrambles for supplies instead of prepping same-day treatment. To implement elite dental business strategies, engineer your operations:Implement Block Scheduling: Define daily "rocks" and "boulders" to hit goals before filling gaps.Enforce Front Desk Protocols: Separate doctor time from assistant time to end bottlenecks.Demand Accountability: Stop absorbing no-shows by collecting upfront deposits for major cases.Optimize Back-Office Systems: Standardize inventory so your team can add same-day treatment.Dr. Clingan shares how these systems turned a routine limited exam into a prepaid $17,000 case in ten minutes. This operational mindset lays the foundation for scalable dental business ownership and predictable dental practice profitability. It is vital for the associate to owner transition.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

If you've ever looked around your dental office and thought, “Why am I the only one who cares?”, you're not alone and you're not crazy. We've felt that same disconnect between the emotional weight of practice ownership and a team that seems able to clock out and leave it all behind. That gap can turn into resentment fast, and it's one of the quiet drivers of dentist burnout, poor practice culture, and constant frustration with accountability.We dig into a hard truth in dental practice management: your team will never care the same way you do, because they don't carry the same risk, debt, payroll pressure, and reputation stakes. But “they don't care like an owner” doesn't mean they can't care deeply. The real issue is often the environment we create, especially when every decision funnels through us or through a single fixer on the team. That pattern trains dependence, kills autonomy, and leaves the owner carrying every problem, even on weekends.From there we get practical about dental leadership. We talk about building connection outside of corrective conversations, making small relational deposits that help people feel seen, and creating psychological safety so reasonable mistakes become learning instead of fear. We also share why teams support what they help build, plus a simple framework to invite staff into solutions so they truly own results without needing equity. If you want more engagement, better communication, and a lighter emotional load as an owner, this gives you a clear starting point.If you need help building an engaged team and a healthier dental office culture, reach out for a strategy call, and if this helps you, subscribe, share the episode with another practice owner, and leave a five-star review so more dentists can find it.Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I'm coming to you from the Ritz-Carlton in Chicago, where I'm speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I've watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn't help but think about how easily many of those same principles can be applied inside an advisory firm. In this episode, I'm breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences.In this episode, you'll learn:How the Ritz-Carlton's famous $2,000 Rule empowers employees to solve problems, create memorable moments, and deliver exceptional service without waiting for management approvalWhy capturing client preferences and personal details is only half the battle—and how to actually use that information to strengthen relationships and deepen client loyaltyHow daily service meetings at the Ritz create consistency across the organization and how advisors can incorporate client experience discussions into their own team meetingsThe three foundational pillars of a remarkable client experience: empowering your team, collecting meaningful client intelligence, and creating processes that ensure consistence.The best client experiences don't happen by accident. The Ritz-Carlton has built a reputation for excellence by intentionally empowering employees, documenting client preferences, and creating systems that reinforce exceptional service every day. The good news is that you don't need a luxury hotel budget to apply these principles. Small, thoughtful actions backed by strong processes can help your clients feel seen, known, and valued—and that's what creates loyalty, referrals, and lasting relationships.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

This episode is a must-listen for advisors—male or female—who want to better serve women clients, build a sustainable and profitable practice, and protect themselves through industry consolidation. Cary brings honesty, hard-won lessons, and practical frameworks throughout. About the guest: Cary Carbonaro is a Certified Financial Planner™, author, and nationally recognized women-and-wealth expert. A frequent media commentator and keynote speaker (20–25 engagements a year), she specializes in serving high-earning women and demystifying wealth management for female clients. Topics covered: The Invest in Women conference and the value of stepping outside your “ecosystem,” Cary's Goldman Sachs acquisition story, client ownership and self-sourcing, measuring practices on profitability over AUM, the women's wealth gap, menopause and HRT as planning conversations, the “female-friendly practice” quiz, and how Cary protects her time and well-being. Mentioned in this episode: Cary's book on women and wealth; the McKinsey study (2015) on women controlling two-thirds of U.S. wealth by 2030; Harvard Business Review study on financial services being the least sympathetic industry to women; Investopedia's 2019 advisor rankings.       **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

The most expensive report in your practice is the one you're not opening: the AR report.This episode unpacks why your old AR keeps piling up and how to clean it up without losing patients or overwhelming the front desk. You'll learn how to collect what you're owed (and when to let go), spot problems before they spiral, and build systems that keep it from happening again.Topics discussed:AR system failures and how to prevent themCollecting old AR without losing patientsPatient AR vs. insurance ARThe "zero statement" practice (and how to build one)Weekly metrics every owner should be trackingThis episode was produced by Podcast Boutique https://www.podcastboutique.comCheck out the Growth Program Here Join our Newest and Best Coaching Program, Click Here for More InformationTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In part two of Justin's conversation with Dr Benjamin Stevens, they go even deeper into what you need to do to start growing your practice. Ben tells us why being good at business is not just good for your bottom line, but makes you a better clinician. Justin and Ben also dig into why patients disappear after a great first visit and the uncomfortable hack that you might have to use to stop that from happening. In this episode, you'll hear about:Why you have an ethical obligation to your patients to be good at business Why you shouldn't treat chronic patients like they're acuteHow to stop overwhelming your patients with information.Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

Incoming AAPD CEO Dr. Jessica Y. Lee joins host Dr. Joel Berg for an engaging discussion of her goals and vision for the Academy's future. She shares her journey through pediatric dentistry, delving into what excites her most as she shifts from academia to leader of the AAPD. In this heartfelt and genuine conversation, Dr. Lee compares taking on the CEO role to “coming home” and hopes to bring that sense of belonging to the newest generations of pediatric dentists as she takes the helm. Guest Bio: Dr. Jessica Y. Lee is Chief Executive Officer of the American Academy of Pediatric Dentist. Prior to taking on this role in June 2026, she was the Demeritt Distinguished Professor of Pediatric Dentistry and Senior Associate Dean for Faculty Affairs and Leadership Development at the University of North Carolina, as well as a professor in the Department of Health Policy and Management in the UNC Gillings School of Global Public Health. Dr Lee received her MPH and DDS degrees from Columbia University and her Certificate in Pediatric Dentistry and PhD in Health Policy and Management from the University of North Carolina at Chapel Hill where she was also a NIDCR National Research Service Award recipient. She is a board-certified pediatric dentist and an active member of the medical staff at UNC Hospitals and practices in the Dental Faculty Practice in the School of Dentistry. She has authored over 150 peer-reviewed manuscripts and is a renowned expert in health literacy and health disparities. She is dedicated to bridging the gap between medical knowledge and patient understanding and reducing health disparities. She has led projects funded by the NIH and HRSA. Dr Lee is involved in teaching, clinical practice, and research. In addition to her academic pursuits, Dr. Lee is actively involved in leadership, community outreach and education initiatives. She collaborates with healthcare providers, government agencies, and non-profit organizations. She served as the President for the American Academy of Pediatric Dentistry (AAPD) from 2020-2021. She is the recipient of numerous teaching and research awards including the 2008 AAPD Jerome Miller “For the Kids” Award. In 2010, she received the Presidential Early Career Award for Scientist and Engineers from President Barack Obama. In 2011, Dr Lee was named the ‘Pediatric Dentist of the Year” by the American Academy of Pediatric Dentistry and in 2021 she received the AAPD Merle C Hunter Leadership Award. 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 Ask George, Dr. George Hariri breaks down the common—yet avoidable—trap where adding an associate leads to a massive drop in dental practice profitability. George shares his own Dental Moneyball cautionary tale: how he went from a thriving income to making zero dollars after hiring his first associate. This episode serves as a survival guide for any dentist moving from clinician to CEO, ensuring that your associate to owner transition actually results in more freedom, not just more expenses. George explores the "perfect storm" that kills dental practice profitability: rising overhead costs paired with a less efficient provider seeing your patients. You will learn specific dental business strategies to mitigate these risks, including the "two-to-one" hygiene-to-restorative ratio and how to expand your office capacity by modifying your schedule. We discuss why owner doctors are typically more efficient and how to train your team for co-diagnosis so that your associate walks into a well-oiled system of case acceptance. Whether you are looking to work fewer days or simply want to scale your net worth, George provides the roadmap for delegating lower-level procedures while keeping your high-production hourly rate intact. Stop guessing and start using data-driven insights to ensure your next hire is a catalyst for dental practice profitability rather than a drain on your bank account. Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Your new hire isn't “bad” after three days, they're lost in your system. When we throw someone into a busy dental office with a login, a quick tour, and a vague “just ask questions,” we create office survival training. That is not onboarding, and it is one of the fastest paths to turnover, resentment, and the feeling that you can never keep a solid dental team.I break down why dental experience doesn't automatically translate into performance in your practice. Every office has a different pace, different expectations, different practice management software, and a different way of communicating with patients. Even talented, experienced people can struggle more when they feel pressure to prove themselves and don't feel safe admitting what they don't know. We talk about how inflated expectations and low psychological safety quietly destroy trust, and what to do instead if you want real employee retention.Then we get practical: assign one trainer, not a whole department, and build an onboarding system that does not live in the brain of your best employee. I share how to create a simple training framework by role, set standards without scaring good people away, and use a 30-60-90 day onboarding plan so learning happens in the right order. The goal is a practice that runs smoother, trains faster, and keeps great people because the environment makes it safe to ask questions and grow.If you want more structure like this in your dental practice management and leadership, subscribe, share this with a practice owner friend, and leave a five-star review so more dentists can find the show. What is the first change you will make to your onboarding this week?Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Your great employee just became a bad leader... what happened?This episode unpacks why even the best employees aren't fit for leadership and how to tell if you've promoted the wrong person. From the traits that make a good lead to awkward demotions, you'll learn how to avoid expensive mistakes (and what to do when you've already made one).Topics discussed:Why great employee struggle in leadership rolesHow to tell if someone's in the wrong seatThe yearly leadership "invite"How to demote without losing themThe accountability chart that takes you out of every decisionAn exercise that reveals how unclear your roles really areSkills that every lead needsThis episode was produced by Podcast Boutique https://www.podcastboutique.comJoin our Newest and Best Coaching Program, Click Here for More Information Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking HereTake Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In today's episode Justin sits down with Dr. Benjamin Stevens. Ben is an amazing clinician and educator who helps chiros all throughout Canada and the United States grow their practices.   Ben and Justin cover AI, business processes and most importantly, how to communicate better to your patients. The conversation went so well that we've split it into two, so tune in next for part two of Ben and Justin's chat. In this episode, you'll hear about:Why you don't have to be afraid of sounding salesly. Why getting someone out of pain quickly is not the same thing as helping them. Why there's no silver bullet for transforming your practice. Your Host: Justin Rabinowitz, Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

Successful, functioning, but secretly miserable? There's a name for what you're feeling, and it isn't burnout.In this episode, Dr. Corey Keyes, sociologist and author of Languishing: How to Feel Alive Again in a World That Wears Us Down, breaks down what's really happening when life looks good on paper but you feel “off.”He calls it "languishing" — and you'll learn how to tell if this is you, the five things that can pull you out of it, and where to start once you know.Topics discussed:The difference between burnout and languishingWhy so many people are languishingDiagnostic criteria for languishingWhat older adults can teach us about relationshipsThe five vitamins of flourishingActive vs. passive leisure (and the cost)The 14-question self check-inGrab Dr. Corey Keyes' book:https://www.amazon.com/Languishing-Alive-Again-World-Wears/dp/0593444620This episode was produced by Podcast Boutique https://www.podcastboutique.comUse the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking Here Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!Take Control of Your Practice and Your 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.

Caitlin Embree and Morgan Hamon from EAG Dental Advisors bridge the gap between daily operations and proactive financial management for dentists. Transitioning from clinician to CEO requires deep financial clarity. Most owners only speak to their CPA during tax season, but advanced financial management for dentists transforms raw data into insights that fuel long-term dental practice profitability.  If your goal is sustainable dental practice growth, this is your survival guide. Morgan explains how specialized CPAs act as your financial radiologist—diagnosing cash flow bottlenecks—so your dental practice management team can perform the operational surgery. We explore why standard profit and loss statements hide critical metrics like debt service.  Here is your blueprint to master dental business strategies and dental practice ownership:Master the Rule of Threes: Hygienists must produce three times their total pay to sustain dental practice profitability.  Calculate Cash Reserves: Keep one to two months of break-even capital, combining operating expenses and debt service, to eliminate stress. Optimize Distributions: Implement structured monthly or quarterly distributions to maximize personal wealth.  Demand Strategy: Stop accepting tax-season surprises. Demand year-round communication to track liabilities as you scale.  Proactive financial management for dentists protects your revenue. Contact Morgan Hamon at morgan.hamon@eisneramper.com or visit https://eagdentaladvisors.com/.  Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Mollie A. MacCormack, MD, FAAD interviewed by Brad P. Glick, DO, MPH, FAAD

In today's solo episode, Justin recaps the Rehab Chiro Mastermind Live event over the weekend. He goes through some of the major highlights and what made this event so unique. If you ever wanted to find out why these live events are so popular and why chiros come from all over the US and Canada, tune in to this episode.In this episode, you'll hear about:Why you need to master AI if you want your practice to succeed.What surprised Justin most about the live event?How community members took the stage for the first time and shared their experiences.Your Host: Justin Rabinowitz Founder of Rehab Chiro Coach. Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code rehabchiro1mo. Click here to book your demo.

Listen in to  the conclusion of this OTA Clinical Practice Management guest panel as Drs. Brian Cunningham, Rob Wetzel, Meelan Patel, and Rachel Sotsky continue their discussion on lessons learned and experience that's been gained across different settings in orthopedic trauma. For additional educational resources visit OTA.org

Transitioning from a clinician to a CEO requires a fundamental shift in how you view your bank account. In this episode of Ask George, Dr. George Hariri reveals the "survival guide" for mastering dental practice profitability. If you've ever felt the frustration of a packed schedule and high production that never seems to translate into a growing bank balance, you are likely missing the "Moneyball" discipline required for true dental business ownership. George shares his personal journey from a revenue-only focus to becoming a disciplined CFO, providing the roadmap for every future owner to follow.The core of dental practice profitability lies in understanding three financial pillars: the Income Statement, the Balance Sheet, and the Cash Flow Statement. George explains why your practice management software might lie to you about your revenue and how to reconcile bank deposits with collections. By mastering financial management for dentists, you can stop guessing and start leading. This episode breaks down the "one month break-even" liquidity rule, ensuring you have enough cash on hand to weather the volatility of dental practice management without the stress of payroll cycles or credit card bills.For those looking to scale, George explores dental growth strategies that prioritize cash-on-cash returns over "paper wealth." He discusses how to utilize a quarterly distribution schedule to accumulate cash before deciding whether to reinvest in the practice or take a personal draw. This approach to sustainable dental practice growth ensures that every dollar you spend—whether on a new operatory, marketing, or coaching—acts as a soldier sent out to bring more soldiers back.Don't let your practice be a high-revenue trap. Learn the dental business strategies that separate struggling associates from wealthy owners. By focusing on dental practice profitability through the lens of cash flow and disciplined reinvestment, you can build a business that generates consistent, predictable wealth.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.

What if the biggest revenue leak in your practice isn't a denial or a payer contract problem - it's the person processing your payments? In this episode, Dr. Heather Signorelli breaks down the four-step payment posting audit we run on every practice we onboard - and why practices doing $300K+ a month are routinely losing $8,000 to $25,000 of it to undetected posting errors. You'll learn: • How to catch unapplied patient payments before they generate angry calls • The ERA spot check that exposes systemic contractual adjustment errors • How to find payer underpayments before your billing team writes them off • The write-off audit that protects your revenue from unauthorized adjustments This is the final episode in our four-part payment posting series. If you've been following along, you now have more visibility into your revenue cycle than most practice owners ever get.

One strategy. An almost infinite ceiling. And most of your competitors aren't willing to do it.In this episode, founder of The Dental Marketer Michael Arias breaks down the no-cost strategy he calls ground marketing. You'll learn what it actually takes to get results, from the exact scripts to use with local businesses to how to identify the person on your team built to run it.Topics discussed:The REAL framework that makes ground marketing actually workWhat most people get wrong about ground marketingThe apartment complex playbookWhat to say when you walk into a new businessHow to work events and fill your signup sheetThe locations most owners overlookTraits the person in charge needs to haveThe mindset shift that helps you overcome rejectionConnect with Michael Arias:https://thedentalmarketer.org/Listen to The Dental Marketer podcast:https://thedentalmarketer.site/podcastThis episode was produced by Podcast Boutique https://www.podcastboutique.com Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking Here Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!Take Control of Your Practice and Your 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.

What happens when patient demand pushes medical practices beyond their traditional scope? In this episode, Manhattan-based dermatologist and educator, Dr. Paul Jarrod Frank shares the growing pressure providers face as wellness, longevity, and preventative care reshape patient expectations. From GLPs and peptides to broader lifestyle conversations, Dr. Frank shares how practices can thoughtfully expand services while navigating compliance, training, and the evolving standard of care. Tune in to learn how to evaluate new opportunities, meet patients where they are, and grow without chasing trends or compromising patient trust.Chapters00:00 Intro01:06 Banter04:20 Guest background 09:31 What wellness services does PFrankMD offer? 11:23 Are your patients asking for wellness services?  16:26 What should practices consider when adding wellness services?18:51 How do you evaluate standard of care for treatments like microdosing?21:37 What is the future of wellness in dermatology? 23:00 What role will AI play in medical practices over the next five years?24:46 Access+25:35 Legal Takeaways28:36 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In today's episode, Justin talks to Ashdin Billimoria, a managing partner at Strive2Move. Justin examines why so many clinicians struggle to sell, what's behind objections from clients and how a lack of clarity can prevent patients from moving forward with treatment plans. Ashdin also talks about how the leadership in the business has grown, and why building systems is the only way to create consistency in your practice. In this episode, you'll hear about:What's behind most patient objections Why not to overwhelm patients with too much informationWhy a clear sales system will unlock growth in your practice. Your Host: Justin RabinowitzFounder of Rehab Chiro Coach.Justin works with chiropractors and clinic owners to build profitable, scalable practices rooted in clear business models and disciplined execution.To learn more about how Justin and Rehab Chiro Coach can help you finally build the business of your dreams, click here to book a free strategy call with his team.To get your first month free with Jane.app, use my code Rehabchiro1mo.Click here to book your demo.

The OTA Clinical Practice Management guest panel, Drs. Brian Cunningham, Rob Wetzel, Meelan Patel, and Rachel Sotsky, discuss lessons learned and experience that's been gained across different settings in orthopedic trauma. Part 1 of a 2-part discussion.  For additional educational resources visit OTA.org

Transitioning from a clinician to a CEO is the ultimate hurdle in dental practice ownership. In this episode of Practice Underwater, Dr. George Hariri and Elizabeth navigate the "logistical nightmare" of scaling an eight-month-old practice that is already bursting at the seams. With 3,000 patients and only six operatories, Elizabeth faces a pivotal choice: stay in a challenging second-floor space or chase a "shiny object" real estate deal with mismatched timelines.George reframes the traditional dental business ownership mindset by challenging the urge to move too soon. They break down the ROI of a $43,000 construction project to add two operatories versus the capital-intensive trap of buying a building that doesn't fit the long-term vision. This is a survival guide for any dentist wrestling with dental growth strategies and the fear of patient attrition.The conversation pivots to the "Mega Group" concept, where George introduces the power of the 12-operatory model. For those pursuing sustainable dental practice growth, reaching 12 operatories allows for a three-doctor rotation, providing the owner with the "school schedule" flexibility they crave without sacrificing dental practice profitability. Elizabeth gains clarity on why settling in her current space—for now—is the fastest way to hire an associate and preserve her patient base. Ready to scale your dental practice ownership?Visit https://sharedpractices.com/ for our "Free Look" service and follow our social channels for roadmap updates. Join the community and turn your clinical skills into a thriving business.

Most practices are either tracking nothing, tracking everything, or tracking the wrong things entirely — and the result looks the same: a busy practice you can't fully control.This episode will tell you what metrics actually matter and what they're telling you about your practice. Learn how to track KPIs without getting overwhelmed, use data to find trends, and solve problems in your practice.Topics discussed:KPIs to check every weekWhat each metric say about your practice4 scorecards for running your practiceHow to use KPIs to track team performanceLeading vs. lagging indicatorsThe dumbest data point in dentistryWhy a dashboard you check monthly is uselessThe treatment plan acceptance trapThis episode was produced by Podcast Boutique https://www.podcastboutique.comDon't be a silly goose....Download the Dental Practice Heroes App today and access all the free resources available to you. (Awesome Android ppl Click Here) Are you Ready for a More Proactive CPA?  Email info@itxre.com or check out https://www.itxre.com for more information. 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.

Cancellations are up, no-shows are almost expected — and most owners are handling it the wrong way.In this episode, Carrie Webber of Jameson Group walks through what every person in your practice can start doing today to keep patients on the schedule. You'll learn exactly what to say to patients to get them to show up, the front desk mistake that costs you appointments, and the unexpected reason patients don't follow through..lTopics discussed:Three issues every practice is dealing with right nowWhy cancellations and no-shows have increasedThe first step to fixing a cancellation/no-show problemThe strategy most owners try (and why it doesn't work)Seven value-building skills every role needsThe burnout problem hurting your patient experienceHow to audit your entire patient experience in one dayThe front desk mistake that loses patients before they bookPower words that ensure patients show upThe biggest obstacle to patients getting treatmentConnect with Carrie Webber:https://jmsn.comThis episode was produced by Podcast Boutique https://www.podcastboutique.comTitle Options:Stop Charging Cancellation Fees — Do This InsteadSay This and Watch Your No-Show Rate DropThe Words That Get Patients to Actually Show UpThe One Phrase Your Front Desk Needs to Stop SayingStop Saying This to Patients and Improve Your Cancellation RateDon't be a silly goose....Download the Dental Practice Heroes App today and access all the free resources available to you. (Awesome Android ppl Click Here) Are you Ready for a More Proactive CPA?  Email info@itxre.com or check out https://www.itxre.com for more information. 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 this episode of Practice Underwater, Dr. George Hariri sits down with a dentist, Elizabeth, to discuss the initial hurdles she faced following an associate to owner transition.They analyze her impressive growth as a new dentist, jumping from a projected $1.2M to a $1.4M finish within eight months, while exploring dental business strategies to manage a bursting 3,000-patient base with only 11 hygiene days.The core strategic debate centers on whether to simplify the schedule via a fee-for-service model or expand into a multi-doctor setup by hiring another dentist, a dilemma complicated by real estate constraints discussed through a Shared Practices framework.This is a must-listen for any dentist weighing the long-term flexibility of group practice against the streamlined profitability of staying solo.In this episode:• Scaling production from a projected $1.2M pace to over $1.4M.• Managing a bottleneck of 3,000 patients with only 11 hygiene days.• The strategic debate: dropping insurance versus hiring an associate.• Evaluating real estate options for a growing team.• Balancing clinical autonomy with family flexibility.Whether navigating an associate to owner transition or vetting acquisitions in dentistry, this is your survival guide. Ready to scale your dental practice ownership? Visit https://sharedpractices.com/ for our "Free Look" service and follow our social channels for roadmap updates. Join the community and turn your clinical skills into a thriving business.

There's one thing standing between you and a practice that runs without you: delegation. And you're probably doing it wrong — even if you have a leadership team in place.In this episode, the DPH coaches break down the mistakes most owners make when they delegate and how to actually start getting things off your plate without everything falling apart. You'll get real examples of what it looks like to delegate the tasks that stress you out, from payroll to hiring, and everything in between.Topics discussed:The difference between delegation and abdicationWho belongs on a leadership team (and the role most owners get wrong)The mental side of delegation most owners ignoreHow to figure out what to delegate firstThe follow-up habit that keeps everything on trackThis episode was produced by Podcast Boutique https://www.podcastboutique.comAre you Ready for a More Proactive CPA?  Email info@itxre.com or check out https://www.itxre.com for more information.  Don't be a silly goose....Download the Dental Practice Heroes App today and access all the free resources available to you. (Awesome Android ppl Click Here)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.