Podcasts about Practice management

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything.Here's what you'll learn in this episode:How a “successful but messy” firm can still fall short without the right systemsWhy identifying your Ideal Client Avatar (ICA) is a total game changerTips for prioritizing implementation when you're too busy to do it allThe importance of an intro call before discovery meetings — and how it saved time and energyHow being part of a pod (small peer group) helps normalize struggle and create connectionThis conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this impactful second part, George guides "Alejandro" through a real-time blueprint for sustainable growth in a fee-for-service practice. Learn how one owner is tackling hygiene capacity, strategic patient acquisition, and team development—all while staying true to a high-quality, low-drama vision of dentistry.

Embezzlement usually starts with someone “you'd never suspect.” Dr. Josh Cochran thought he was building a strong team after opening his practice, but the financials told a different story. In this episode, he shares why it took him so long to realize his employee was embezzling, the red flags he missed, and how he would do things differently today. Learn what systems to put in place to protect your business and the most effective way to prevent embezzlement in your practice!Topics discussed in this episode:Two things you need to learn in your practiceDr. Cochran's early mistakesCommon red flags of embezzlementHow he addressed the embezzlement in his practiceWriting exercise for managing stressThe emotional impact of embezzlementHow to prevent embezzlementConnect with Dr. Josh Cochran:https://www.youtube.com/@TheDr.JoshCochranShowText us your feedback! (please note: we cannot respond through this channel))apply for the 2025 Mastermind at https://www.dentalpracticeheroes.com/apply Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go 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.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!It's the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You'll learn how to turn a single intentional decision into real progress — no waiting for New Year's, no perfection required.Whether it's a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let's go!You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Kyle Fagala, orthodontist and founder of Neon Canvas, to explore how creativity and strategy intersect in the world of orthodontic marketing and practice growth. Kyle shares his insights on:How digital marketing for orthodontics has evolved and where it's headed nextThe difference between “just having a website” and truly creating an engaging digital experienceWhy practices need to embrace storytelling and creativity to stand out in crowded marketsLessons from building Neon Canvas and working with practices nationwideThe importance of aligning your marketing with your practice values and patient experienceWhether you're looking to refine your online presence, create a more memorable patient journey, or simply get inspired by one of the most creative voices in the industry, this episode is packed with actionable insights.Resources Mentioned in This EpisodeBooks & Concepts:The 7 Habits of Highly Effective People by Stephen R. Covey – A foundational book on principles-based leadership and personal growth.Orbiting the Giant Hairball by Gordon MacKenzie – A creative guide to thriving within corporate structures.Awaken Your Genius by Ozan Varol – A book on rediscovering creativity and original thinking.Both/And Thinking by Wendy K. Smith and Marianne W. Lewis – Research-based insights on balancing paradoxes in organizations.Subtract by Leidy Klotz – A book on improving systems by removing unnecessary elements.The Happiness Advantage by Shawn Achor – Exploring the relationship between positivity and success.Events & Conferences:Mother of Pearls Conference – A collaborative event for orthodontists focused on clinical and practice growth.OrthoPreneurs Summit (OP Summit) – A leading orthodontic conference for practice owners and teams.Projects, Practice & Creative Work:Children's Orthodontic Book Project – Customizable children's books for orthodontic practices, created by Dr. Kyle Fagala.Neon Canvas – A digital marketing agency co-founded by Dr. Kyle Fagala, serving orthodontists nationwide.Saddle Creek Orthodontics – Dr. Fagala's orthodontic practice serving patients in the Memphis area. Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Ready to transform the way you handle client service? In this episode, I'm joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you're a solo advisor or run a team, you'll walk away with actionable strategies to elevate your client service model.What you'll learn in this episode:How to build replicable and consistent service systems that scale with your businessThe secret behind proactive communication that makes clients feel truly cared forTips for documenting processes so your team can function smoothly and confidentlyWhy Lorie says “the client doesn't always know what they need” and how to respondHow to think like a COO even if you're just starting out or running leanThis episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie's perspective will help you refine your systems, take control of your calendar, and set your team up for success.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.

Dr. "Alejandro", a seasoned fee-for-service solo dentist, joins George to discuss the business evolution of his 20+ year-old practice. They unpack the challenges of dropping Delta, staffing hurdles, and a vision for sustainable growth with minimal drama. This episode offers a clear roadmap for mature solo owners striving to increase collections without changing who they are.

Case acceptance is down. Patients are confused. Your team is frustrated. Sound familiar? These are all signs your practice is out of alignment. Whether you own one practice or multiple locations, this episode will help you get everyone on the same page clinically — from the front office to hygienists, assistants, and doctors.You'll learn how to run effective calibration meetings that set clear clinical standards, get your team on board, and guide them without conflict. These tips will improve communication and cut out the chaos in your practice!Topics discussed in this episode:The key to getting your team on the same pageHow to get your team engagedThe first step to clinical calibrationWhy you should coach and not teachThe role of SOPs and team buy-inText us your feedback! (please note: we cannot respond through this channel))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.

Tune in to hear:What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII?What is “survivorship bias” and how did Abraham Wald avoid this?Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion?What are the key differences between a fixed mindset and a growth mindset and what do life's outcomes for each mindset look like, on average?Why is effort more predictive of success in romantic relationships than passion?Why do we tend to lose intrinsic motivation, or passion, for tasks for which there is an extrinsic reward like a paycheck?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 3.5 | Originally Released: November 3, 2022 In this episode, orthopaedic surgeon Dr. Scott Sigman joins David to discuss his career path, business and entrepreneurial endeavours, marketing, podcasts, and more. Scott begins with his background – where he grew up, what got him interested in medicine and orthopaedics.  He explains how both of his parents were entrepreneurs and how he realized early on the need for leveraging the expertise of others.  David and Scott then discuss the important factors Scott considered when choosing his first job out of training and Scott's view on the importance of branding and marketing, especially for younger physicians looking to build their practices.   Scott then relates the value he sees in finding great advisors and the importance of changing to new people if needed.   David and Scott then delve into Scott's various entrepreneurial activities, from lasers in orthopaedic surgery, an orthopaedic mutual fund, the Ortho Show podcast, his #followthefro social media hashtag and more. Finally, Scott gives David two important pieces of business advice for fellow physicians, especially younger doctors. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

In this Ask George episode, George Hariri and Richard Low explore what it truly means to empower your team through effective leadership. Learn the crawl–walk–run framework for team development, how to create clarity and accountability, and why infrastructure—not charisma—is the key to sustainable growth. Plus, details on our free Pathway to Team Leadership course (Sept 19–20).

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.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.

Your practice is thriving, so why not sell? DPH coach Dr. Steve Markowitz owns a six-practice dental group and seriously considered cashing out, but he realized he wasn't ready to let go.In this episode, he shares why he decided not to sell even after hitting his $10M revenue goal and what changed about his approach to ownership. You'll hear the changes that helped him become a better leader, shift out of burnout, and redefine his purpose. Learn why selling isn't always the best move!Topics discussed in this episode:Why Steve didn't sell his practiceReevaluating the practice and his role as ownerThe new goal for his practiceChanges that leveled up his practiceWhat he does to grow as a leaderText us your feedback! (please note: we cannot respond through this channel))

Tune in to hear:What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose?Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger?What is an example of how curiosity is hardwired into our genetic makeup?What can “convergent” and “divergent” ways of thinking tell us about why creativity must be actively cultivated to avoid squelching it?What did author Susan Engle discover about how curiosity steadily diminishes throughout grade school if it's not actively attended to?How is curiosity correlated to longevity, if at all?What are some actionable ways we can cultivate creativity in our daily lives?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

Cameron is joined by Andrea Liebross, business coach and podcast host, and they discuss the journey to becoming a coach, the mindset blocks that hold entrepreneurs back, the importance of delegation, and how to visualize future success. Andrea emphasizes the need for a growth mindset, the power of a 'believe list', and the necessity of investing in business knowledge. They also touch on overcoming guilt in delegation and establishing non-negotiable habits for success.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:You have to go through the journey to become a coach.Mindset blocks can prevent entrepreneurs from scaling their practices.Delegation is crucial for freeing up time to focus on growth.Comfort zones can hinder business expansion.Visualizing your future self can guide your current actions.Creating a 'believe list' can shift your mindset.Guilt in delegation is a common barrier that can be overcome.Understanding the difference between costs and investments is key.Investing in business knowledge is essential for practice owners.Establishing non-negotiable habits can lead to success.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Validation might be the most powerful leadership tool you're not using. This often-overlooked skill—distinct from praise, problem-solving, or agreement—has the remarkable ability to transform your dental practice from the inside out.When team members bring concerns or patients express frustration, our instinct as dentists and practice owners is to jump straight to solutions. But this approach misses a crucial step that neuroscience shows is essential for creating real change. Validation—the simple act of acknowledging someone's feelings by showing you understand their perspective—activates reward centers in the brain, creating psychological safety and opening people to feedback. at dentalpracticeheroes.com and transform your practice into one where systems actually get implemented, team members stay longer, and you can practice fewer days while making more. The most successful dental practices aren't built on clinical excellence alone—they're built on leadership that makes people feel seen, heard, and valued.Text us your feedback! (please note: we cannot respond through this channel))Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go Here The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

Think the fastest path to wealth is selling your practice or hustling outside of dentistry? Think again. In this powerful Ask George episode, George Hariri and Richard Low reveal how owning your practice long-term—on your terms—is the real key to financial freedom, sustainable income, and a life you love.

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 4.3 | Originally Released: October 19, 2023 Listen in as David chats with healthcare real estate expert Colin Carr.  Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors. Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate—including do-it-oneself, not performing adequate due diligence and more—and what that will cost them in the long run. Colin delves into the choice between leasing and purchasing for a medical practice and relates the importance of having a multi-factor decision process as the key to fostering long-term peace of mind. He then discusses the significance of timing, in terms of when to make the ‘rent vs. own' decision, when to contact a landlord on a possible lease renewal, and even when to reach out to potential real estate agents. Colin wraps up by sharing how physicians can find an ethical, competent real estate agent they can trust. Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

Claims keep getting denied? Here's a hard truth: it's probably your fault. But in this episode, Dr. Travis Campbell shares everything he's learned about how to master the insurance game, get your denial rate under 2% and stop wasting hours on appeals.His insights cover everything from the common reasons SRP claims get denied to the simple step that makes crown approvals almost automatic. We also talk about what insurance reviewers actually want to see in claims, how to avoid surprise patient bills, and what every out-of-network practice should have in their office.Topics discussed in this episode:Why practices are going out-of-networkThe biggest reason claims get deniedPerio protocols and insurance strategyHow to overcome the AI problem and get claims approvedTips for dealing with insurance reviewersThe foundational restoration codeHow to reduce crown denialsMetrics you should track in your officeHow to calculate better estimatesThe Dental Insurance Guy membershipText us your feedback! (please note: we cannot respond through this channel))Sign up for the life changing Hero Collective 12 month program 2025 starting in September. Go Here The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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 happens when you buy a dental practice straight out of school? Richard and Andrew get real about the wins, the painful lessons, and the strategies that make it possible. If you're dreaming of ownership, this episode is packed with practical advice—and a few hard truths.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In This Episode:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind 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.

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.What You'll Learn in This Episode:How Scott tripled his mom's orthodontic practice and sold to Smile DoctorsThe origin story of OrthoChats and how it became Professional Chats Why most CRMs don't work for dental and ortho teams—and how LeadSigma is differentThe key metrics that indicate your practice is leaking new patient leadsHow AI voice agents can answer phones, schedule appointments, and never miss a leadWhy fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%What the best practices are doing to build a Per Se-level patient experienceWhy focusing on “boring but essential” systems is the path to real, scalable growthResources & Mentions:LeadSigma.comUnreasonable Hospitality by Will GuidaraLevel the Curve by Oliver Gelles and Dr. Jamie ReynoldsRuby ReceptionistPer SeShoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFiConnect with Scott Hansen:LeadSigma.com — Learn more and schedule a demoLinkedIn: Scott HansenConnect with Dustin Burleson:BurlesonSeminars.comInstagram: @dustinburlesonseminars Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Tune in to hear:What are anti-goals and why are they often just as, if not more, powerful than goals?What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain?Why do humans have asymmetrical risk preferences and what does this reveal about human nature?What did famous investor Charlie Munger mean by his famous quote “invert, always invert?”What is the Stoic exercise of “Premitatio Malorum” and how can it be used in everyday life?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1754-U-25176

Leadership's echo effect shapes dental practice culture far more than we realize. As practice owners, even when we're not actively leading, our behavior creates rippling effects that influence team dynamics long after we've left the building.True practice culture isn't what you declare in mission statements or team meetings—it's the accumulation of every feeling your team members have about working in your practice. These feelings develop through countless small interactions where your actual behaviors either reinforce or contradict your stated values. A deep sigh when interrupted, multitasking during conversations, or inconsistently holding people accountable all send powerful unspoken messages that can undermine everything you claim to stand for as a leader.Ready to create a practice that runs smoothly with less stress and higher profits? Consider joining our September mastermind where we'll help you build leadership skills and systems that create positive cultural echoes throughout your practice.Text us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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.

The July 2025 recall features four episodes on systems and innovation in delivering neurologic care. The episode begins with Dr. Scott Friedenberg discussing challenges faced by neurologists in balancing financial productivity with optimal patient care. The episode leads into a conversation with Dr. Marisa Patryce McGinley discussing the utilization of telemedicine in neurology, particularly focusing on disparities in access among different demographic groups. The conversation transitions to Dr. Lidia Moura talking about the implications of large language models for neurologic care.  The episode concludes with Dr. Ashish D. Patel discussing headache referrals and the implementation of a design thinking approach to improve access to headache care.  Podcast links:  Empowering Health Care Providers Disparities in Utilization of Outpatient Telemedicine for Neurologic Care Large Language Models for Quality and Efficiency of Neurologic Care Using Design Thinking to Understand the Reason for Headache Referrals Article links: Empowering Health Care Providers: A Collaborative Approach to Enhance Financial Performance and Productivity in Clinical Practice Disparities in Utilization of Outpatient Telemedicine for Neurologic Care Implications of Large Language Models for Quality and Efficiency of Neurologic Care: Emerging Issues in Neurology Using Design Thinking to Understand the Reason for Headache Referrals and Reduce Referral Rates Disclosures can be found at Neurology.org. 

Dr. Jeanette MacLean, a trailblazer in minimally invasive SDF practices, joins Dr. Joel Berg to discuss how observations and a willingness to try a different approach can positively benefit both providers and patients. Dr. MacLean shares how her own learning experiences seeing the same patients year after year in private practice led to her desire to consider less aggressive treatment options. She also delves into how the collaborative pediatric dental community was imperative in guiding her path. Guest Bio: Dr. Jeanette MacLean has been in private practice as an Owner for 20 years. As an appointee to the American Academy of Pediatric Dentistry's Speakers Bureau and has provided lectures across the United States, Canada, and Mexico, as well as webinars viewed in over 40 countries. Dr. MacLean graduated summa cum laude with a Bachelor of Science in Chemistry from Northern Arizona University in 1999. She received her dental degree, with honors, from the University of Southern California in 2003 and completed her specialty training in pediatric dentistry in 2005 at the Sunrise Children's Hospital through the University of Nevada School of Medicine. Dr. MacLean is a Fellow of the American Academy of Pediatric Dentistry, Fellow of the American College of Dentists, Fellow of the Pierre Fauchard Academy, and Diplomate of the American Board of Pediatric Dentistry. Her research has been published in the journals Pediatric Dentistry, the Journal of Clinical Pediatric Dentistry, the British Dental Journal, and Compendium. She has been featured twice in the New York Times: She is also an active member of the Central Arizona Dental Society, the Arizona Dental Association, the American Dental Association, the Arizona Academy of Pediatric Dentistry and the American Academy of Pediatric Dentistry. She is married to Timothy Budd, an attorney, and they have a son, Charlie, and a daughter, Sabrina. She has donated her time to underprivileged children both locally and in Mexico, Belize, and Costa Rica, and has been honored for her volunteer work and humanitarian achievements. She speaks conversational Spanish, and her interests include party planning, crafts, Jazzercise and all things Disney. She is also active in Local First Arizona, the Arizona Dental Associations' AHCCCS Subcommittee and Women in Dentistry group. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thinking about buying your first dental practice? In this episode, George Hariri and Richard Low revisit Shared Practices' evolved approach: acquiring “ready to grow” practices. Learn how to identify these opportunities, avoid common acquisition pitfalls, and set yourself up for sustainable growth aligned with your long-term vision.

On this episode of Best Dental Marketing, we explore how implementing small but consistent routines—like focused morning huddles, end-of-day reflections, and diligent tracking of new patient leads—can create significant revenue growth and operational improvements for dental practices. We also review the importance of team-wide goal setting and the distinction between distraction and dispersion, emphasizing how consistent routines drive patient trust and practice success. To learn more about how Empowered Dentist can help you take back your life, please visit: https://empowereddentist.com/  

In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!

Tune in to hear:What did author Steven Pressfield have to say about resistance?What are “circular techniques” in Martial Arts and what can they teach us about the power of rolling with resistance?What was the “salt march” that Gandhi led and what does it illustrate about the power of resistance?What is the “Acceptance and Commitment Therapy” methodology that psychologist Dr. Steven C. Hayes invented?What did Steven C. Hayes mean by “self-as-context” and what should we take away from this perspective?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

Discover the psychological key that unlocks patient follow-through with the endowed progress effect—a powerful concept that transforms how dental professionals communicate about treatment plans. This game-changing approach doesn't require changing your fees, procedures, or recommendations—just the way you frame patient progress.Through a fascinating car wash punch card study, we explore why patients who feel they've already made progress are dramatically more likely to complete their treatment. Rather than overwhelming patients with everything that needs to be done, learn to recognize and celebrate the steps they've already taken. For new patients with extensive needs, acknowledge that simply coming in was "half the battle." For returning patients after a hiatus, reinforce that they're "the type of person who cares for their teeth" rather than making them feel they're starting over.Text us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Listen in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties. Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to own it. Trisha then shares her answers to a few common questions she hears from physicians and discusses a typical first step for a doctor considering a new office or piece of real estate.  Finally, Trisha explains when a practice might consider selling a property, and important factors affecting that decision. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

This episode is sponsored by: My Financial CoachYou trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity.Visit myfinancialcoach.com/physiciansguidetodoctoring to meet your financial coach and find out if concierge planning is right for you.———————In an era where autonomy drives physician fulfillment, how do you break free to start your own practice? Dr. Bradley Block welcomes Dr. Kara Pepper, who transitioned from 14 years in employed practice to founding an 18-state telemedicine practice focused on eating disorders. Dr. Pepper also explores the qualities—innovation, risk tolerance, and lifelong learning—that define successful solo practitioners. She discusses overcoming analysis paralysis, leveraging automation to cut overhead, and innovative models like cash-pay visits and direct primary care. Highlighting her own journey, she offers practical advice for physicians, whether sole breadwinners or dual-income households, to navigate risks and build sustainable practices, making this episode a vital resource for those seeking to reclaim healthcare on their terms.Three Actionable Takeaways:Embrace Risk Tolerance – Assess your willingness to take risks and view failure as a learning opportunity to thrive in a solo or micro practice.Automate Administrative Tasks – Use technology and virtual assistants to reduce overhead and focus on patient care, enhancing practice sustainability.Start with the Smallest Step – Overcome analysis paralysis by identifying the tiniest action (e.g., researching EMRs) to launch your practice and build from there.About the Show:The Physician's Guide to Doctoring covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school!About the Guest:Dr. Kara Pepper is a primary care internist and executive coach based in Atlanta, Georgia, with 14 years of private practice experience. She founded an 18-state telemedicine practice specializing in adults with eating disorders and created Micropractice Mastermind, a community supporting physicians in solo practice. As host of the podcast “It's Not Just You” she guides doctors to transform healthcare through autonomy and innovation.Website : https://karapeppermd.comEmail: hello@karapeppermd.com   Instagram: https://www.instagram.com/karapeppermd?igsh=MW94ZGs3ajEwcm1qNg==About the host: Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest? Email Brad at brad@physiciansguidetodoctoring.com  or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

We're halfway through the year, advisors — and you know what that means. It's time to hit pause, get real about what's working (and what's not), and make sure you're set up to finish strong. In this episode, I'm sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.Here's what you'll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn't 3️⃣ How to spot the quicksand that's secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let's map out a second half you can feel proud of.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! Learn more about the Group Coaching & Mastermind 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Thinking of buying a practice? Hear how Dr. Brian Belsterling used Shared Practices' tools to go from associate to thriving owner—without the stress. This candid interview with Richard Low unpacks the wins, setbacks, and strategy behind Brian's path to long-term growth.

Thinking about making your associate a partner? This episode will help you decide if it's the right move for you and what other options you have to keep associates in your practice without giving up equity.You'll learn the must-haves of a successful partnership, the common reasons they fail, and what to look for in a potential partner. Listen now to hear the benefits of partnership and why you might want to stay solo!Topics discussed in this episode:The first step to partnershipThe benefits of partnershipWhy Dr. Henry chose to stay soloWhy partnerships failHow to make partnerships successfulAlternative ways to structure partnershipsText us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!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.

Joining us today is Dr. Chris Phelps, dentist, entrepreneur, and CEO of the Cialdini Institute. We explore the evolution from clinical practice to scalable, self-managing businesses. Chris shares how his first entrepreneurial breakthrough came from simplifying dense dental school material into condensed study guides—eventually monetizing his problem-solving ability. Listen in to gain powerful takeaways on using behavioral psychology to drive team performance and patient commitment, the transformative power of Kolbe assessments for building high-functioning teams, and how marketing strategy must begin with clarity around the ideal avatar. If you like this episode, here are more episodes we think you'll enjoy: Ep #539 - Dr. Matt VanderMolen: – Building People First: Creating a High-Performance Dental Practice and Business Ep #538 - Jake Conway – Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

The Bulletproof Dental Podcast Episode 400 HOST: Dr. Craig Spodak GUEST: Erika Pusillo, DAADOM DESCRIPTION In this episode, Craig is joined by Erika Pusillo to discuss developing key personnel in dental practices, focusing on cultivating potential rather than finding it. They cover leadership dynamics, team communication, and financial efficiency through zero-based budgeting. The conversation emphasizes proactive financial management, optimizing team roles, merit-based compensation, and fostering a culture of mentorship and problem-solving. TAKEAWAYS The most important aspect of team development is finding individuals who align with your values. Potential can be cultivated through training and support, not just found in experienced candidates. Complementary skill sets within a team can lead to greater efficiency and success. Zero-based budgeting helps identify unnecessary expenses and improve financial health. Regular meetings and clear expectations are crucial for team alignment and success. Internal development of staff can lead to a more cohesive and effective practice. Measuring success through data is vital It's important to question the effectiveness of current practices and adapt as necessary.  Utilize technology and AI to improve efficiency in operations. Merit-based compensation motivates team members to perform better. Regularly analyze financial statements for hidden trends. Encourage team problem-solving to identify potential leaders. Invest in team development to enhance overall practice performance CHAPTERS 00:00 Introduction and Importance of Team Development 06:04 The Role of Leadership in Practice Efficiency 08:55 Communication and Trust in Leadership 14:49 Complementary Skill Sets in Team Dynamics 20:59 Measuring Success and Setting Expectations 26:53 The Evolution of Practice Management 30:34 Negotiating Costs and Managing Expenses 36:00 Optimizing Team Roles and Responsibilities 43:34 Creating a Merit-Based Compensation System 51:06 Analyzing Financial Statements for Efficiency 55:12 Developing Team Potential and Leadership REFERENCES Bulletproof Summit Bulletproof Mastermind  

Tune in to hear:What is “The Story of the Chinese Farmer” by Alan Watts and what can it teach us about embracing uncertainty?Why are humans so hardwired to fear uncertainty and how can we override this natural tendency and embrace it?Why do some psychologists believe that ambiguity aversion is the one fear to rule them all?How can uncertainty stimulate heightened learning?What did the poet Rainer Maria Rilke have to say about embracing uncertainty?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

There's an easy solution for patients who can't afford treatment: membership plans. In this episode, you'll learn how to structure your plan, price it so patients sign up, and get your team on board.The DPH coaches share what's worked in their practices and easy mistakes you can avoid, whether you're creating a plan or revamping one you already have. Tune in for tips to build a plan that keeps patients coming back and feels like a win for everyone!Topics discussed in this episode:Why membership plans are good for your practiceHow membership plans benefit patientsPlan structures and pricingHow to get team buy-inMarketing and getting patients to sign upTo download the Membership Plan Documents mentioned in the episode click here! Text us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Remember Nesto's wild story from last week? This time he's on the mic, and he's sharing what it's really like to manage two totally different dental practices while building a team, coaching his associate, and chasing a dual-group-practice dream.

Most owners manage the day-to-day; Dr. Sten Erickson is turning doctors into partners. He joins me in this episode to share how he stepped into a true leadership role and expanded his practice after leaving clinical work behind.From scheduling weekly meetings across multiple practices to case reviews, we talk about the strategies and systems that help him get doctors ready to lead, drive culture, and grow a multi-location practice without micromanaging or seeing patients. Tune in to hear how he structures his time to mentor doctors and scale without burning out!Topics discussed in this episode:Mistakes as a young practice ownerThe ideal practice size of new ownersMaintaining culture as you expandDr. Erickson's meeting schedule and training systemHow your role changes when you step back from clinicalStrategies to keep associates engaged and growingText us your feedback! (please note: we cannot respond through this channel)) The 2025-2026 DPH Mastermind is now taking applications! Make this the year you decided to create the practice you've always dreamed about!Take Control of Your Practice and Your Life I help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Join the DPH Hero Collective and get the tools, training, and support you need to transform your practice: Team and Doctor Training for every aspect of Practice Management Comprehensive Training: Boost profit, efficiency, and team engagement. Live Q&A Sessions: Get personalized help when you need it most. Supportive Community: Connect with practice owners on the same journey. Editable Systems & Protocols: Standardize your operations effortlessly. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Key Highlights:-The true cost of operational disorganization - and how to measure it.-Why “progress, not perfection” is the key to implementation.-How to identify bottlenecks using data and process tracking.-The concept of Kaizen and continuous improvement in firm operations.-Simple steps to begin streamlining your business today.If you're an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

Tune in to hear:What is the “drown proofing” technique, often taught to Navy Seals, and what is a takeaway from it that can be applied in our daily lives?What is Alan Watts' “backward law,” or “the law of reversed effect?”What is the psychological phenomenon of pareidolia and what can it teach us about our collective search for meaning?What are some philosophical examples of how meaning often ensues in our lives?What can we learn from Vietnam's “Great Hanoi Rat Massacre?”LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code:

In this solo Practice Under Water episode, George Hariri narrates the gritty and inspiring ownership journey of “Nesto,” a dentist navigating the challenges of two practices—one thriving, one bleeding cash. George details Nesto's path from a promising acquisition to hard financial lessons, culminating in a pivotal decision to persist with both practices. This episode is a deep dive into real-world ownership grit, strategic crossroad decisions, and long-term vision.