Podcasts about practice owners

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Best podcasts about practice owners

Latest podcast episodes about practice owners

Managing Dental Drama Podcast
FULL BONUS EPISODE – Practice Vision

Managing Dental Drama Podcast

Play Episode Listen Later Nov 17, 2025 49:19 Transcription Available


They have gone mad!! In a season of gratitude, Dr. Kuba and Bethany want to gift all listeners with a full bonus episode. So here it is!! Today's episode is the very first bonus episode, which aired in November 2024. They discuss an incredibly important topic – vision. As 2025 comes to a close, it is critical to take a step back and truly evaluate the practice vision and the potential hurdles that are preventing that vision from coming to fruition. Use today's episode as a tool for evaluating your vision, the roadblocks to your vision, and the steps you can take to unlock your vision. For additional resources on this subject, visit The Hub:Yearly Reflection and Planning Team Feedback Bundle Practice Vision Bundle 

Entrepreneur Mindset-Reset with Tracy Cherpeski
Behind the Research: What 18,000 Physicians Can't Tell Us About Private Practice Burnout - A Special Snack Episode, EP 218

Entrepreneur Mindset-Reset with Tracy Cherpeski

Play Episode Listen Later Nov 14, 2025 9:12 Transcription Available


In this candid snack episode, Miranda interviews Tracy about the research behind their white paper, "Unlocking Potential: A Business Blueprint for Practice Owners." Tracy reveals a startling discovery: the largest burnout studies—including the AMA's 18,000-respondent survey—systematically exclude private practice owners, focusing exclusively on employed physicians in large systems. This two-year-old research remains urgently relevant as healthcare continues evolving post-COVID. Tracy shares surprising insights from provider interviews, explains why the distinction between working in versus on your practice matters, and offers realistic expectations for reclaiming your time through strategic business planning.  Click here for full show notes  Download the White Paper: “Unlocking Potential: A Business Blueprint for Practice Owners”  Episode Highlights  The Missing Data: Why major burnout studies exclude independent practice owners and what this means for healthcare policy  Lower Burnout Rates: Evidence that practice owners experience slightly lower burnout rates due to greater autonomy—but remain at significant risk  COVID's Impact: How the pandemic intensified an already urgent workplace crisis that the WHO identified as early as 2019  Refreshing Candor: The surprisingly honest conversations practice owners had about their biggest frustrations (insurance companies top the list)  Working In vs. On: The critical difference between clinical tasks and strategic leadership—and why the 10,000-foot view matters  The Long Game: Why meaningful time recapture takes 3-6 months of consistent effort and why it's worth the investment  Healthcare Is Different: Why business principles apply to medical practices with crucial distinctions that generic business advice misses  Memorable Quotes  "I don't believe to this day, even two years on, that the data is actually very clear about practice owners."  "The burnout rates are lower because practice owners have more autonomy, comma, and they're still at risk at pretty much the same rates."  "Practice owners are the redheaded stepchild of burnout research."  "What surprised me was how candid they were as soon as we could get them to talk."  "Business is business, comma, and it's just different in healthcare. And we get that because we work in it with you."  "Everything you're doing now, if it's going to be an adjustment, it's going to take time to come back, but it's so worth the investment of time and energy."  Closing  This conversation underscores why advocacy for independent practice ownership remains central to our mission. When research systematically overlooks a segment of healthcare providers, policies get shaped without their reality in view—and that's exactly when practice owners need the most support. Download the white paper to validate your experience and discover practical strategies for sustainable growth.  Download the White Paper: “Unlocking Potential: A Business Blueprint for Practice Owners”  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Miranda's Bio:  Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022.   Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Entrepreneur Mindset-Reset with Tracy Cherpeski
The Time Trap: Why Independent Practices Are Disappearing (And the Swell Coming to Save Them), EP 217

Entrepreneur Mindset-Reset with Tracy Cherpeski

Play Episode Listen Later Nov 12, 2025 15:37 Transcription Available


Independent healthcare practices are at a critical crossroads. Based on original research from Tracy Cherpeski International's white paper "Unlocking Potential: A Business Blueprint for Practice Owners," this episode reveals the time crisis threatening independent practice ownership—and the surprising wave of change on the horizon. Tracy shares data showing that practice owners spend up to 35% of their time on administrative tasks, while 80% dream of a future with more strategic freedom. But there's hope: with proven time leadership strategies, practice owners are reclaiming 5-10 hours weekly and building sustainable practices that support both exceptional patient care and quality of life.  Click here for full show notes  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Episode Highlights  The shocking data on how much time practice owners lose to administrative work weekly  Why physician practice ownership dropped 13 percentage points from 2012-2022  The emerging wave of young and mid-career physicians choosing independent practice ownership  Dr. Noah's story: From drowning in admin work to reclaiming his practice and his life  The "garden sunlight" framework for understanding strategic time allocation  What's at stake if we don't support the next generation of practice owners  Proven strategies that help owners reclaim 5-10 hours per week  Memorable Quotes  "The biggest threat to independent healthcare practices isn't private equity buyouts or declining reimbursements—it's how practice owners are spending their time every single week."  "Medical school teaches you how to diagnose and treat patients. It doesn't teach you how to build systems, delegate effectively, or think like a CEO."  "Your time as a practice owner is like sunlight in a garden. If you spread it too thin across every single plant, nothing grows particularly strong."  "We're at an inflection point. And the question is: will these courageous physician entrepreneurs have the support, resources, and business knowledge they need to succeed?"  "Independent healthcare practice ownership doesn't have to be a path to burnout. With the right approach, it can be exactly what you envisioned."  Resources  Download the full white paper: "Unlocking Potential: A Business Blueprint for Practice Owners"   Register for the November 18th Time Leadership Masterclass (Open to everyone!)   Learn more about Thriving Practice Community membership.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Money Skills For Therapists
189: Breaking the Hustle Cycle by Shifting your Money Mindset to Heal Scarcity and Fear

Money Skills For Therapists

Play Episode Listen Later Nov 11, 2025 33:35 Transcription Available


Have you ever caught yourself living in constant hustle mode — pushing for the next milestone in your therapy practice but rarely pausing to breathe, to celebrate, or to simply be? I sit down with Jenny Jonker, a therapist, practice owner, and graduate of both my Money Skills for Therapists and Money Skills for Practice Owners programs. Jenny's story is powerful — she shares how her immigrant background, her family's experience fleeing war, and the survival mindset that shaped her early years carried into her life as a business owner. Together, we explore what it looks like to shift from fear and scarcity into calm, trust, and true presence. I coach Jenny through the process of breaking free from the “always-doing” cycle and learning to actually enjoy the success she's built. We talk about how trauma, culture, and early money stories shape the way we work — and why slowing down, resting, and allowing ourselves to feel safe in abundance is part of the deeper healing work for therapists. Jenny's reflections are moving and relatable: honoring her parents' legacy while learning that she doesn't have to hustle to prove her worth. She reminds us that the path to financial stability in private practice isn't only about spreadsheets and systems — it's about healing what's underneath. The Cost of Constant Hustle and How Therapists Can Embrace Rest (00:03:11) Finding Purpose Beyond Hustle (00:09:01) Breaking Cycles, Reclaiming Your Space (00:10:39) Feeling Empowered Through Your Backstory (00:18:51) Reflecting on Presence and Growth (00:21:07) Hustling to Prove Yourself (00:23:01) New Patterns Take Time (00:26:10) Prioritizing Rest and Growth (00:30:29) Balancing Hustle with Presence Redefining “Enough”: Healing the Immigrant Hustle Mindset in Private Practice (00:10:05) “Being an immigrant and having my own history and the way that I grew up, I think has really informed my practice and how I show up with clients and how I want to create this space with intention and be able to share my story and my experiences of hardship and poverty with clients in a way that helps them have hope." - Jenny Jonker Jenny beautifully describes what she calls her foreboding joy — that anxious feeling when things are finally good, but a part of you is waiting for something to go wrong. She's practicing new tools to retrain her nervous system, learning to let in safety, joy, and gratitude. One of her grounding techniques: closing her eyes, counting to three, and saying, “I am really here. I deserve this.” If you've ever felt driven by scarcity, fear, or the pressure to prove yourself, Jenny's story offers a gentle reminder: your worth doesn't come from your productivity. It's okay to slow down, to rest, and to take in how far you've come. Action Steps to Help You Shift Your Money Narrative: Explore your family's money story. Reflect on the messages you absorbed about money, work, and success growing up. Which beliefs are truly yours, and which are ready to be released? Notice when “hustle” shows up. When you feel the pull to overwork, ask: “What am I afraid will happen if I slow down?” Practice mindful presence and positive affect tolerance. Try the same exercise I walked Jenny through: sit still, close your eyes, count to three, and open them with the words, “I deserve this. This is my life. I built this.” Connect with your younger self. When fear arises, connect with that child part of you and gently remind them, “We're safe now. I've made good choices for us.” Celebrate your accomplishments – Visibly. Create...

Managing Dental Drama Podcast
To Hire or To Fire, That is the Question

Managing Dental Drama Podcast

Play Episode Listen Later Nov 10, 2025 48:39


How do you know if the person you recently hired is the right one? In this episode, Dr. Kuba and  Bethany discuss three recent examples where practice owners are evaluating this very question. At the 60 day point, one practice owner is already beginning to doubt her clinical assistant's skillset. Another practice owner is trying to decide if it's worth continuing to invest in his newest assistant who continues to buck the cultural norms of his practice. And yet, another practice owner likes her newest assistant (of 18 months) but the team can't stand her. Dr. Kuba gives her advice in each of these three scenarios in hopes that listeners have tools to use when they are trying to decide whether to hire or fire.  Previous Episodes Worth Revisiting: When to Call it Quits on an EmployeeHow to Effectively Welcome a New Employee 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Beyond Bitewings
Reducing Dentist Burnout Through Insurance: Strategies for Practice Owners

Beyond Bitewings

Play Episode Listen Later Nov 6, 2025 20:10 Transcription Available


In this episode, Ash sits down with Nick Hinshaw from WinStar Insurance Group to discuss how insurance can play a critical role in reducing stress for dental practice owners and their teams. The conversation covers essential insurance policies beyond the mandatory requirements, like disability insurance and group benefit plans, which can offer peace of mind to both owners and staff. Nick explains how regularly reviewing disability policies ensures coverage matches the evolving needs of practice owners, helping prevent unwanted surprises if a disability occurs.They highlight the importance of offering group benefit plans—such as health, dental, vision, and disability insurance—to retain employees and build a supportive practice culture. With turnover rates high in dentistry, especially in urban environments, providing comprehensive benefits can make a practice competitive and foster loyalty among team members. Ash and Nick also touch on insurance requirements for equipment purchases and warn against forced-place insurance imposed by lenders, which is often expensive and limited. To find out more and connect with Nick, visit:https://www.winstarins.com/breweries.htmlOr you can email him at nhinshaw {at} winstarins.comKey Topics Discussed:Insurance as a tool for stress relief in dental practicesBenefits of non-mandatory insurance, especially disability coverageRegularly updating insurance policies to match current needsImportance of group benefit plans for retention and practice competitivenessHow supporting employees with benefits impacts practice culture and outputChallenges with lender-imposed (forced-place) insurance on equipmentThe need for proactive, communicative insurance agentsAsking staff about the benefits they value mostRisk management and reducing pressure for practice owners

Wolfe Admin Podcast
AWP: Year-End Tax Planning: What the “One Big Beautiful Bill” Means for Practice Owners

Wolfe Admin Podcast

Play Episode Listen Later Nov 4, 2025 91:25


As 2025 winds down, Aaron sits down with Refractional CFO's Jackson Pace and Kevin Dang to break down the major tax changes from the “One Big Beautiful Bill.” They unpack what practice owners need to know about bonus depreciation, Section 179, QBI updates, ERC audits, and new deductions and credits—from child tax to senior benefits. Whether you love talking numbers or dread tax season, this episode helps you plan smarter, avoid surprises, and end the year financially prepared. For more info you can reach Jackson and Kevin here: https://www.refractionalcfo.com/ Jackson Pace direct email Schedule a call https://calendly.com/refractionalcfo/discovery-call   ----------------------- Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision

Money Skills For Therapists
188: SEO for Therapists: Building Long-Term Practice Growth

Money Skills For Therapists

Play Episode Listen Later Nov 4, 2025 36:46 Transcription Available


If you've ever felt like marketing your therapy practice is confusing, intimidating, or just not your zone of genius, you're not alone. In this episode, I want to help you breathe a little easier about it. Marketing doesn't have to be reactive or overwhelming. It can be intentional, sustainable, and rooted in long-term success for your business and your peace of mind. Whether you're just opening your solo practice, looking to welcome more clients, or scaling into a group practice, my guest Kristie Plantinga and I talk honestly about what actually works when it comes to digital marketing for therapists. You'll hear how to keep your practice visible online, how to think about your return on investment, and which tools can help you track whether your efforts are truly bringing new clients your way. (00:14:21) “It's about, did I get a return on the investment that I put into this? It's the most important thing really, when you're working with a marketing company.” — Kristie Plantinga Kristie is the founder of Place Digital (formerly TherapieSEO) and a passionate advocate for helping therapists understand how online marketing really works. Together, we unpack what private practice owners need to know about SEO, Google Ads, and digital marketing strategy — all from a grounded, therapist-friendly perspective. Smart Marketing Strategies for Private Practice Therapists Marketing is one of the biggest investments you'll make in your practice — and it can feel risky when you don't know where to start. In this conversation, we explore how to make wise, informed choices about where to spend your time and money so you can build stability for years to come. (00:05:43) AI Tools Integrated with Google (00:07:44) Flawed Marketing and Hiring Strategy (00:12:52) Sustainable Growth Through SEO (00:13:57) Long-Term Perspective in Marketing (00:19:33) Tools to Demystify Marketing (00:22:44) Rethinking Marketing for Practice Owners (00:24:48) Big Investments, Big Returns (00:28:32) Google Ads vs. SEO Costs (00:33:17) Proactive Marketing for Therapists (00:34:32) Sustained Growth for Practices Google Ads vs. SEO: Choosing the Right Path for Your Therapy Practice As Kristie reminds us, Google is the gateway to the internet. Whether we love it or not, if potential clients can't find you there, your practice is essentially invisible. But there's a catch — Google isn't always a reliable partner for small businesses. Policies change overnight, and as therapists, we're rarely their priority. That's why we talk about investing in your marketing before you need it, rather than reacting when your caseload dips. Sustainable marketing is about planting seeds now for the clients you'll be serving six months from today. Kristie shares her honest take on Google Ads — calling Google “a selfish and unreliable partner” — and explains why SEO is a more sustainable, long-term investment. While ads can create short bursts of visibility, SEO helps you build an online foundation that continually attracts your ideal clients. How Much Should You Really Spend on Marketing? In this episode, Kristie and I walk through what a healthy marketing cycle looks like for different stages of private practice. We talk about setting a budget that feels aligned, tracking what's really working, and investing in strategies that will continue to pay off over time. Marketing decisions made from fear rarely lead to growth that lasts. Instead, we can learn to make calm, confident, and informed choices about where to invest our energy and resources. Ready to feel confident with your money?Are you a Solo Private Practice Owner? I made this course just for you: Money Skills...

Managing Dental Drama Podcast
When Team Members Won't Follow the Lead

Managing Dental Drama Podcast

Play Episode Listen Later Nov 3, 2025 46:40


Changes in a practice are necessary. At times, changes are thrust upon a team, forcing them to pivot. Other times, the practice owner is watching the horizon for economic, technological, or financial impacts that may also force change. Regardless, change is necessary at times and also desirable at times. So, it can be extremely disheartening to have a team that refuses to follow their leader into new changes. In this episode, Dr. Kuba and Bethany discuss the difficultly of change and yet the importance of it. They also discuss how to view and manage team members that may be resisting the revisions. They end with an important message for all practice owners and team members – don't be a dingbat!  Previous Episodes Worth Revisiting: How to Help Your Team Bear FruitDental Practice Owners are Leaders 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

The Business of Psychology
Stop spending money on social media: The biggest mistake private practice owners are making in digital marketing

The Business of Psychology

Play Episode Listen Later Oct 31, 2025 12:18


Stop spending money on social media: The biggest mistake private practice owners are making in digital marketingHello and welcome to the Business of Psychology Podcast. This series is all about what we can do when we have that tugging feeling that our practice needs to change, but we're not quite sure what to do about it. Full show notes for this episode are available at The Business of PsychologyLinks/references:Episode 103: Why you should specialise – old gold that is still importantEpisode 127: What matters to our clients in private practice?Episode 128: Who are you helping? Three ways to specialise your psychology or therapy practiceEpisode 129: How to make sure your marketing actually works: How to use authority for psychologists and therapistsEpisode 152: Thinking differently about your practice: A tool to put the client firstEpisode 158: How to find your ideal clients in 2025: SEO for psychologists and therapists with Chris MorinLinks for Rosie:Substack: substack.com/@drrosieRosie on Instagram:@rosiegilderthorp@thepregnancypsychologistEvolve Your Practice: The map to more income, impact and flexibilityAre you craving more flexibility in your practice? Maybe you've built something amazing and you're proud of your business, but it's also bringing you to the brink of burnout. Maybe you want to use your skills differently and create recurring revenue outside the therapy room. Whether your priority is financial stability or flexibility, or both, adding recurring revenue streams into your business is essential.If you want time, freedom, more income, and to make a bigger impact for your client group, join me for a free masterclass on Monday, the 17th of November at 11:00 AM and I'll show you how I use my values, voice and impact framework to create income, impact, and flexibility in my own business, and for the hundreds of psychologists and therapists I've supported over the last five years.I'd love to see you there. You can sign up here:

Healthy Wealthy & Smart
Dr. Nick Schmit: Exploring New Revenue Streams in Physical Therapy

Healthy Wealthy & Smart

Play Episode Listen Later Oct 30, 2025 39:52


In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Dr. Nick Schmidt, a practicing physical therapist and founder of PT Assist and the Physical Therapy Project. Dr. Schmidt shares his journey from a pre-pharmacy student to a passionate advocate for innovative revenue streams in physical therapy. The conversation delves into the importance of cash-based services, the potential of retail sales in clinics, and the creation of a supportive community for physical therapists. Dr. Schmidt emphasizes the need for sustainable business practices and the role of physical therapists as musculoskeletal experts. Takeaways The transition from traditional to cash-based models can enhance revenue. Retail sales in clinics offer a viable revenue stream with the right products. Building a community among physical therapists fosters growth and innovation. Understanding the market and patient needs is crucial for success. Integrating new technologies requires careful consideration and planning. Consistency and passion are key to professional growth. Collaboration with other practice owners can provide valuable insights. The importance of aligning new revenue streams with clinic capabilities. The role of physical therapists as primary musculoskeletal care providers. The value of connecting with like-minded professionals in the field. Chapters [00:00] Introduction and Welcome · [02:15] Dr. Nick Schmidt's Background and Journey · [05:30] Exploring Cash-Based Services · [10:45] The Role of Retail Sales in Clinics · [15:20] Building the Physical Therapy Project Community · [20:00] Innovative Technologies and Their Implementation · [25:30] Challenges and Opportunities in Revenue Streams · [30:15] Advice for Practice Owners · [35:00] Closing Thoughts and Contact Information More About Dr. Schmidt: Nick Schmit is a practicing physical therapist and the founder of The PT Assist and The Physical Therapy Project community on Skool. Throughout his career, Nick has developed a deep passion for helping practice owners build sustainable businesses while reinforcing the role of physical therapists as the musculoskeletal experts. This passion led him to create The PT Assist, a platform that helps clinic owners successfully integrate retail sales into their practices. His newest venture, The Physical Therapy Project, is both a community and a resource hub for physical therapists exploring cash-based services and modalities such as dry needling, saunas, shockwave therapy, laser, retail offerings, wellness services, and more. The community provides guidance on what services are available, how they work, which might be the best fit for a clinic, and practical strategies to implement them smoothly and effectively. Nick grew up in central Minnesota, earned his bachelor's degree in Zoology from North Dakota State University, and went on to complete his Doctor of Physical Therapy at the University of Nebraska Medical Center in Omaha. He now lives in North Dakota with his wife and their growing family. Grounded by his faith and family, Nick is grateful for the many blessings in his life. His mission is to add as much value to the profession as possible and to connect with others who are boldly pursuing their dreams and passions. Resources from this Episode: Nick's email: nick@theptassist.com The Physical Therapy Project Website Nick on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Teeth Matter
Tips for Aspiring Practice Owners | Alan Withall

Teeth Matter

Play Episode Listen Later Oct 29, 2025 43:56


In this episode of Teeth Matter, host Ellie Halabian interviews Alan Withall (@newyorkdentalconsultant), a senior sales consultant at Henry Schein (@henryschein), who shares his expertise on helping dentists start and manage successful dental practices. Alan discusses his role in the industry, the importance of building strong relationships, and the common challenges dentists face when starting their own practices. He also highlights the significance of marketing and offers insights into the misconceptions about practice ownership.Keywords: Dental Practice Startup, Practice Management, Marketing, Dental Industry Challenges, Practice Ownership, Entrepreneurship_______Don't miss out on these deals: Prioritize your wellness—shop my daily essentials here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://teethmatterpod.com/store⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠COCOFLOSS - Use code TM20 to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cocofloss.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIGS - Use referral code to get 20% off ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fbuy.io/figs/elliehalabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to join the conversation about the realities of dentistry, follow: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@_teethmatter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ellie Halabian⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠__________________________If you enjoy the podcast, subscribe and rate ⭐️. If you think a friend will enjoy it, please share it with them.

Managing Dental Drama Podcast
Sickening Mistakes

Managing Dental Drama Podcast

Play Episode Listen Later Oct 27, 2025 41:44


Every once in a while, hopefully rarely, you get smacked with terribly sickening mistakes. There is a long list of “small mistakes” that practices make that feel less consequential – like incorrectly spelling a patient's name, communicating the wrong appointment date/time to a patient, or collecting an incorrect amount for treatment rendered. However, this episode focuses on some haunting mistakes that were brought to Dr. Kuba and Bethany's attention.  In these situations, mistakes were made by team members and associates, leaving the practice owners terribly exposed and at risk. Take your blood pressure medicine, and listen in! Previous Episodes Worth Revisiting: Details Matter – The Importance of Clinical DocumentationS1: Episode 29 – Thirty Positive Thoughts in Less Than Thirty Minutes 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Managing Dental Drama Podcast
Forty-Seven Years in Dentistry = Wisdom You Need

Managing Dental Drama Podcast

Play Episode Listen Later Oct 20, 2025 49:55


Thank goodness that Dr. Jones is back in town! After 47 years in dentistry, Dr. Kuba and Bethany have burning questions for him, so Bethany traps him in the studio to record. In this episode, he answers questions like, “With four kids and twelve grandkids, would you recommend dentistry to any of your kids/grandkids?, “For new owners, what do you think is the wisest investment?,” and “Are you a member of organized dentistry, why or why not?”. He tackles these questions and more. Listen closely to forty-seven years of wisdom! Previous Episodes Worth Revisiting: Quality Referral Processes for Premium Patient CareDr. Jones Discusses Building the Practice You Envision 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Managing Dental Drama Podcast
Gossip, Backstabbing, and Drama, Oh my

Managing Dental Drama Podcast

Play Episode Listen Later Oct 13, 2025 43:32


Dr. Kuba is back in the studio today and is putting Bethany on the spot. While she appreciated the advice from the previous episode, she felt like the examples were missing. What rumor mill? And was the advice actually implementable? She and Bethany discuss specific instances where team members bring the drama. They also discuss if the advice is actionable.  2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Entrepreneur Mindset-Reset with Tracy Cherpeski
Stop Managing Your Time: Why Healthcare Practice Owners Need Time Leadership, Pt. 1 EP 210

Entrepreneur Mindset-Reset with Tracy Cherpeski

Play Episode Listen Later Oct 8, 2025 18:31 Transcription Available


In this first episode of our three-part Time Leadership series, Tracy Cherpeski tackles why traditional productivity systems fail healthcare practice owners. If you've tried every time management technique only to feel more overwhelmed, this episode reveals the real problem: you've been applying employee productivity frameworks to a practice owner's reality. Tracy introduces the concept of time leadership—a strategic approach designed specifically for healthcare professionals balancing clinical excellence with business sustainability.  Click here for full show notes  Click here to download the Time Leadership Delegation Workbook  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Episode Highlights  The Time Management Trap: Why productivity systems designed for corporate employees don't work for practice owners juggling patient care and business leadership Dr. Sarah's Story: How a successful family medicine physician discovered she was efficiently managing the wrong work—and what changed when she shifted her focus  Time Management vs. Time Leadership: The critical distinction between doing things efficiently and doing the right things strategically  The Orchestra Metaphor: Why you need to conduct your practice rather than play every instrument yourself  Delegation Beyond Admin: Understanding what truly requires your clinical expertise versus what you're doing out of habit  Memorable Quotes  "You don't have a time management problem. You have a time leadership opportunity."  "Time management is about efficiency—doing things right. Time leadership is about effectiveness—doing the right things."  "Sarah wasn't managing her time poorly. She was managing the wrong work."  "Real acceptance is powerful—making peace with what you genuinely cannot change while focusing your energy on what you can. Resignation is giving up."  "The question isn't 'how do I manage all these tasks more efficiently?' The question is 'what am I conducting versus what am I trying to play myself?'"  This episode sets the foundation for a complete mindset shift around how healthcare practice owners approach their time. Tracy challenges listeners to stop blaming themselves for failed productivity systems and instead recognize that they need a framework built for their unique reality. Download the Time Leadership Delegation workbook and complete the foundation work before episode two, where we'll explore the Open Time Audit and identify exactly where your strategic thinking time is being hijacked.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.   Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

DSO Secrets
244: Why Outdated Financial Advice Is Failing Dental Practice Owners

DSO Secrets

Play Episode Listen Later Oct 7, 2025 27:59


Would you ever build your dental practice on 75-year-old technology? In this episode, host Jordin McEntire talks with Richard Del Monte, Partner Advisor at Allworth Financial, about why most financial strategies haven't kept up with today's economy. Richard shares how outdated investing models leave money on the table and what high-earning dental practice owners can do differently. From understanding the limits of traditional portfolios to exploring smarter ways to reduce taxes and build real wealth, this conversation reveals what it means to create lasting financial freedom beyond the 60/40 mindset.

Managing Dental Drama Podcast
Rumor Mill Chaos

Managing Dental Drama Podcast

Play Episode Listen Later Oct 6, 2025 31:36


Some practices are plagued with rumor mill problems while other practices are lucky enough to only have to deal with gossip girls on occasion. Either way, an active rumor mill can wreak havoc on a time. It can be a major determining factor in employee retention. It can diminish the efficiency of team members, thus impacting the productivity of the office. It can also lead to explosive meetings or events. Addressing gossip problems on your team take swift action. Listen to Bethany give key tips for addressing rumor mill problems. 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

The Dentist Freedom Blueprint
Exposing Dental Embezzlement And Protecting Practice Owners - David Harris: Ep #556

The Dentist Freedom Blueprint

Play Episode Listen Later Oct 3, 2025 41:36


In this powerful episode, David Harris, founder and CEO of Prosperident, pulls back the curtain on the hidden epidemic of dental embezzlement. With over three decades of investigative experience, David shares the red flags every dentist must watch for, the systems that prevent theft before it starts, and the hard truths about why our trusting nature makes us vulnerable. Whether you're hiring your first team member or running a multimillion-dollar practice, this conversation is your wake-up call to put protective checks and balances in place—before it's too late. If you like this episode, here are more episodes we think you'll enjoy: Ep #555 – From Burnout to Balance – Building a Freedom-Based Dental Practice – Dr. Paul Etchison Ep #512 - Protecting Your Wealth – Fiat Currency, Tangible Assets, and Commodities – Andrew McDannels 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.

Managing Dental Drama Podcast
When to Fire Patients

Managing Dental Drama Podcast

Play Episode Listen Later Sep 29, 2025 42:24


Dr. Kuba and Bethany discuss a gut wrenching issue today – when to fire patients, how to fire patients, and everything else related to this topic. They reflect back on a recent episode where Dr. Jones described an unruly patient. Together, they discuss the pros and cons of firing a patient as well as the underlying question of “How do you know when it is the right time to fire a patient?” It is a difficult subject that plagues practice owners from time to time, so tune in to hear tips and points to consider before you decide to fire a patient from your practice. Previous Episodes Worth Revisiting: Dr. Jones Divulges His Worst Moments as a Practice OwnerHow to Respond to Angry and Unhappy Patients 2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Veterinary Financial Podcast
072: How Vet Practice Owners can Thrive in Life and Business - Dr. Christine Staten

Veterinary Financial Podcast

Play Episode Listen Later Sep 25, 2025 35:26


Christine Staten, DVM, MBA has been a veterinary practice owner for over 20 years, and in that time, has made lots of great decisions (and some she wouldn't make again!) while growing her practice and her team. Dr. Christine joins Meredith to share her story and why she's so passionate about helping other vets build veterinary practices that succeed so they can keep doing the work they love.Key Topics:Christine shares how she started on the path to becoming a vet practice ownerChristine gives practical advice for how to manage a team and utilize data and strategic team retreats to accelerate business growthThe value of community for practice owners to combat isolation and being overburdened by your responsibilitiesHow going back to school to get an MBA in her 50s further improved her veterinary practiceWhy work life balance is impossible, and what you should aim for insteadChristine's personal framework for managing stress, burnout, and day-to-day worriesLinks and resources:Connect with Christine on Instagram @veterinary_mba Find Christine Staten and her community of veterinary practice owners at veterinary-mba.com as well! Interested in vet-specific financial planning? Schedule a free intro call or email meredith@allvetfinancial.com Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

The Optometry Money Podcast
Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg

The Optometry Money Podcast

Play Episode Listen Later Sep 25, 2025 40:38 Transcription Available


Questions? Thoughts? Send a Text to The Optometry Money Podcast!Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees?In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to know about profit sharing contributions. They discuss how profit sharing works, the different methods of calculating contributions, and how practice owners can use this strategy to maximize retirement savings while managing taxes.Whether you're new to 401(k) plans or you're ready to level up your retirement savings strategy, this conversation will give you clarity on how to align your plan design with your goals.What You'll Learn in This Episode:What profit sharing in a 401(k) plan actually is and why it matters for practice ownersThe “three-tier wedding cake” framework of retirement plan contributionsDifferent methods of profit sharing:Pro Rata (the simple but costly method)New Comparability (targeted, strategic contributions that benefit owners most)How factors like employee demographics, age, and owner wages impact profit sharing efficiencyWhy your Safe Harbor match choice (match vs. non-elective) matters when layering on profit sharingHow profit sharing integrates with cash balance plans to supercharge retirement savingsKey deadlines practice owners need to keep in mind before year-endResources & Links:Learn more about Matt Ruttenberg and his team: 401k.expertThe Optometry Money Podcast Ep 111: 2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt RuttenbergThe Optometry Money Podcast Ep 64: How to Invest Six Digits A Year Into Your Practice Retirement Plans with Matt RuttenbergThe Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry Practice with Matt RuttenbergWork With Us: Thinking about working with a financial planning firm that specializes in optometry? At Optometry Wealth Advisors, we help ODs nationwide align their practice and personal finances for growth, tax efficiency, and long-term wealth.

Shorr Solutions: The Podcast
Ep. 138 - Top Social Media FAQs for Aesthetic Practice Owners

Shorr Solutions: The Podcast

Play Episode Listen Later Sep 23, 2025 41:44 Transcription Available


Send us a textSocial media can feel overwhelming for aesthetic practice owners: what to post, when to post, and who should be on camera. Without a clear plan, time and money are wasted on efforts that don't build trust or attract patients.In this episode of Shorr Solutions: The Podcast, Director of Client Development Ana Suarez and Marketing & Advertising Manager Paige Hamilton share how to create an authentic, efficient social media strategy. From content calendars and analytics to using AI and choosing between in-house, agency, or intern support, you'll gain practical steps to simplify your approach and see real results. Schedule your free consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade 2.0 online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF! Connect with us:Website: https://shorrsolutions.com/Instagram: https://www.instagram.com/shorrsolutionsFacebook: https://www.facebook.com/shorrsolutionsLinkedIn: https://www.linkedin.com/company/shorrsolutionsYouTube: https://www.youtube.com/user/TheBestMBS1/featured

Managing Dental Drama Podcast
Personality Impacts Culture

Managing Dental Drama Podcast

Play Episode Listen Later Sep 22, 2025 40:35


Dr. Kuba and Bethany revisit culture but in a slightly different way today. They look at the personalities that impact the culture the most. In other words, they discuss the most influential personalities on the team (sanguine and cholerics). If your culture seems slightly “off,” or recently went through a dramatic turn of events, it is worth your time to consider the impact of the most dynamic people on your team. They have the ability to very easily sway your team in one direction or the other. So, it is prudent to consider their impact on your team! Previous Episodes Worth Revisiting: Personalities on ParadePatient Personalities on Parade ⭐2026 Crash Course Dates are ALMOST GONE!!! Reach out TODAY to sign up!

Managing Dental Drama Podcast
Are We Making Our Patients Feel Dumb?

Managing Dental Drama Podcast

Play Episode Listen Later Sep 15, 2025 45:03


Dr. Kuba and Bethany dig in to an all-important topic – patient communication. In this episode, Dr. Kuba shares a recent restaurant experience and how the communication was off throughout the entire meal. Ultimately, she felt like she was treated like she was an idiot. She began to wonder how often patients feel like idiots in our office. She and Bethany discuss the value of good listening to ensure that smooth and respectful communication can occur. 

She Slays the Day
330 - Insurance or Independence? How Practice Owners Can Thrive Out of Network

She Slays the Day

Play Episode Listen Later Sep 14, 2025 43:10


Is insurance really helping your practice grow—or holding it back? In this solo episode, Dr. Lauryn gets real about the hidden costs of staying in-network and why so many practice owners eventually face the hard choice of whether to go out of network. She shares personal lessons from running a clinic for 15 years, including a decade fully out of network, and reveals the freedoms and challenges that come with that shift.From the fear of audits to the problem of razor-thin margins, Lauryn dives into why leaving insurance isn't always about profitability at first—but why it often becomes essential for long-term sustainability. Whether you're considering dropping one payer or going fully cash-based, this episode will give you clarity, encouragement, and the real numbers to weigh before making the leap.Key TakeawaysGoing out of network can protect clinics from the constant threat of audits and unexpected clawbacks while giving owners more freedom to run care their way.Profitability depends on clear margins, not just patient volume—many providers unknowingly operate at a loss with certain insurance contracts.Transitioning out of insurance doesn't have to be all or nothing; dropping one or two problematic payers can be a smart first step.Cash-based practices attract more engaged patients, but require strong scripts and systems to handle objections and sustain growth.Resources:The ONE thing every provider needs to launch online! Join the FREE Brand Catalyst Webinar on Friday September 19th at 1pm cst, register now!Join The Uncharted CEO: An 8-week immersive experience for clinic owners designed to increase revenue, maximize profits, and build cash flow systems that create freedom NOW, not at 65. Not sure if The Uncharted CEO is right for you? Take the quiz and find out!Join The Uncharted Collective: A Membership for Healthcare Professionals to Build a Profitable Personal Brand in Just 2 Hours a WeekFollow She Slays on YouTube to watch video versions of the show and get additional content!Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Instagram | X | LinkedIn | FacebookMentioned in this episode:To learn more about CLA and the INSiGHT scanner go to the link below and enter code SHESLAYS when prompted.CLALearn more about Sunlighten Saunas and get your She Slays discount by clicking the link below!She Slays Associates Job BoardHolistic Marketing Hub

Entrepreneur Mindset-Reset with Tracy Cherpeski
Beyond Success: How Two Practice Owners Created Expanding Circles of Influence, Pt. 3, EP 204

Entrepreneur Mindset-Reset with Tracy Cherpeski

Play Episode Listen Later Sep 10, 2025 18:30 Transcription Available


In this final episode of the mindful leadership series, Tracy Cherpeski explores how internal work creates expanding ripples of success. Following up with Dr. Sarah and Dr. Marcus years after their initial work, we see how their practices have become magnetic centers that naturally attract resources, talent, and opportunities. This episode reveals the five ripple zones that create sustainable competitive advantage and shows how mindful leadership becomes a powerful business strategy.  Key Highlights  How Dr. Sarah now takes three-week unplugged vacations while her team runs seamlessly  Marcus's referral systems that are "crushing it" while he focuses on strategic growth  The five ripple zones that create magnetic pull in healthcare practices  Why pushing for success creates resistance while magnetic leadership creates flow  How internal work compounds into external competitive advantages over time  Memorable Quotes  "The most profitable practices aren't just well-run businesses – they're energy centers that attract everything they need to thrive."  "When you're pushing, you're working against resistance. When you're magnetic, resources flow toward you effortlessly."  "Your mindful leadership isn't just personal development; it's business strategy."  "The question isn't whether you're capable of this level of success – the question is whether you're ready to begin."  This episode demonstrates that sustainable practice success flows from the inside out, showing how two different practitioners used the same framework to create practices that continue thriving and expanding their influence years later.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page  

Managing Dental Drama Podcast
Sucktember – What to Do With Staff When the Schedule is Slow

Managing Dental Drama Podcast

Play Episode Listen Later Sep 8, 2025 31:51


September can be slow in the dental field. In fact, many practice owners refer to it as “Suck-tember.” In this episode, Dr. Kuba and Bethany discuss the September slowdown in her practice. Should a practice owner send employees home? Dr. Kuba and Bethany discuss how and when she decides to send employees home. As practice owners, it is important to have a slow-time game plan to ensure that the practice bounces back quickly. Previous Episodes Worth Revisiting: Sucktember Task List – Making a Sucky Month ProfitableLow Cost Marketing Strategies

20/20 MONEY
How OD practice owners should think about long term care insurance with Bryan Langdon, CLU

20/20 MONEY

Play Episode Listen Later Sep 1, 2025 65:12


Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's not, the difference between LTC planning and LTC insurance, at what age a practice owner should consider evaluating options, and a tax-deductible way that practice owners can pay for the premium.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Bryan Langdon.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Masterminds Request Form Ash Brokerage Bryan's Email   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Managing Dental Drama Podcast
Dr. Jones Divulges His Worst Moments as a Practice Owner

Managing Dental Drama Podcast

Play Episode Listen Later Sep 1, 2025 43:11


 Welcome to SEASON FIVE!!! We kick this season off right with Dr. Jones! Dr. Kuba challenged him to think of some of his worst moments as a practice owner and some of the worst decisions he's made. So, as he always does – he delivers! He discusses a medical emergency situation, his worst employee, as well as major financial decisions he made completely solo. As he relives each of these “worst” scenarios, he finds silver lining in each of them. While all of the events discussed are negative, he encourages listeners to fight for the positive in all things. Previous Episodes Worth Revisiting: The “Surface Pressure” is Killing Me, Now What? An Interview with Bethany's Dad – Dr. Jones 

Smarter Vet Podcast
Interview with Dr. Michele Drake - A Journey of Vision, Growth, and Impact

Smarter Vet Podcast

Play Episode Listen Later Aug 29, 2025 23:46


Send us a textIn this episode of the Smarter Vet Financial Podcast, Tom Seeko interviews Dr. Michelle Drake—veterinarian, author, and long-time practice owner. Dr. Drake shares how she built a mission-driven veterinary practice, the importance of planning and leadership, and why working on your business matters. She also discusses the challenges of staying independent and her transition into speaking and writing to mentor others. Tune in for expert advice on veterinary practice management, leadership, and sustainable growth.Learn more about Genius Vets and the work they do here and consider purchasing Dr. Drake's book, Veterinary Leadership: A Practical Guide for Practice Owners and Managers here!Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ 

The Dentalpreneur Podcast w/ Dr. Mark Costes
2321: How Decision Fatigue Can Derail Dental Practice Owners Pt. 2

The Dentalpreneur Podcast w/ Dr. Mark Costes

Play Episode Listen Later Aug 27, 2025 36:18


On today's episode, we bring you part two of Dr. Mark Costes' live presentation from Nashville at a Shine event, where he uncovers the immense pressures dentists face in practice ownership. From the isolation of clinical work to skyrocketing student debt and decision fatigue, Mark explains why fewer dentists are choosing ownership and how this impacts the future of the profession.   He breaks down the pros and cons of startups versus acquisitions, explores the growing influence of DSOs and private equity, and shares why building scalable practices is critical for long-term success. Mark also offers practical guidance for vendors and consultants to become invaluable partners to doctors navigating this complex landscape. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

The Dentalpreneur Podcast w/ Dr. Mark Costes
2320: How Decision Fatigue Can Derail Dental Practice Owners Pt. 1

The Dentalpreneur Podcast w/ Dr. Mark Costes

Play Episode Listen Later Aug 26, 2025 33:45


On today's episode, we share part one of Dr. Mark Costes' live presentation from Nashville at a Shine event. Mark sets the stage with a behind-the-scenes look at the realities of dental practice ownership—massive student debt, declining ownership rates, and staggering burnout statistics.  He also shares financial benchmarks for dentists compared to physicians, insights into gender and generational trends in practice ownership, and why isolation is such a pervasive issue in the profession. Mark explains the challenges young dentists face as they start their careers and how vendors and partners can build meaningful, long-term relationships by truly understanding these pressures. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

20/20 MONEY
Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®

20/20 MONEY

Play Episode Listen Later Aug 25, 2025 50:33


Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast.   In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explore cash management strategies, the limitations of the 4% rule, and the benefits of flexible withdrawal strategies to ensure a successful transition into retirement. Our conversation emphasizes the need for intentional planning and the significance of having a solid foundation for financial decisions in retirement.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Taylor Schulte.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Of Dollars & Data Nick's book The Wealth Ladder Stay Wealthy Retirement Podcast Define Financial Retirement Podcast Network   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   Takeaways   Retirement planning should focus on what you are retiring to, not just what you are retiring from. Purpose and fulfillment are crucial in retirement; many underestimate this transition. Community involvement can significantly enhance the retirement experience. Cash management is vital during the transition to retirement to avoid emotional roller coasters. The 4% rule is outdated and overly conservative for many retirees. Flexible withdrawal strategies can provide more confidence and adaptability in retirement spending. Mistakes in retirement planning can have severe consequences due to the lack of time to recover. Diversifying investments is essential to manage risks during retirement. Having a cash war chest can help weather financial storms during retirement. The best investment plan is one that aligns with your personal goals and allows for flexibility.

Managing Dental Drama Podcast
Phone Skills = First (or Last) Impression

Managing Dental Drama Podcast

Play Episode Listen Later Aug 25, 2025 34:27


Never underestimate the power of phone answering skills. The way a dental practice phone is answered can lead to a new patient appointment (or the lack of one). Good skills can lead to de-escalation of a frustrated patient and to the positive feeling of satisfaction while neutral or negative skills can unintentionally upset a patient or drive a patient away. Dr. Kuba and Bethany jump into this very important topic in today's episode. When is the last time that you considered the way in which your phones are answered? The impact of the phone is incredible, so listen closely! Previous Episodes Worth Revisiting: The Basics of Team Building  How to Tackle Uncomfortable Conversations with Employees 

The Millionaire Dentist
The 4 Types of Dental Practice Owners: Which One Are You?

The Millionaire Dentist

Play Episode Listen Later Aug 20, 2025 19:01


Are you a "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful episode, hosts Casey Hiers and Jarrod Bridgeman break down the four distinct profiles of dental practice owners.Discover the characteristics of each type – from those who "wing it" with business management to the truly dedicated masters of their craft. Casey emphasizes the critical role of self-awareness, a strategic mindset, and a commitment to continual improvement in building a thriving practice.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

20/20 MONEY
A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners

20/20 MONEY

Play Episode Listen Later Aug 18, 2025 38:48


If you've ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better estimate your estimated payments, and how to segregate your savings to give you a clearer picture of your cash-on-hand to make your quarterly estimated payments.     As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.     Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form 20/20 Money Episode #180 – Understanding estimate tax payments to proactively manage cash flow     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Managing Dental Drama Podcast
When Team Members Fail to Show Up for Team Building

Managing Dental Drama Podcast

Play Episode Listen Later Aug 18, 2025 47:06


Team building events are an important part of building successful team members, but what do you do when team members fail to show up for these important and often costly events? Dr. Kuba shares a colleagues frustration when after careful planning for an expensive team building weekend, two team members bail with less than 24 hours-notice. In this episode, she and Bethany discuss the frustration of this scenario, but also discuss the solutions to it. In addition, they dig into why this may happen, and they have a special challenge to team members. Previous Episodes Worth Revisiting: The Basics of Team Building How to Tackle Uncomfortable Conversations with Employees 

The Dentist Freedom Blueprint
Lessons on Ownership, Mindset & Money For Practice Owners and New Dental Grads - Mike Abernathy: Ep #549

The Dentist Freedom Blueprint

Play Episode Listen Later Aug 15, 2025 39:07


You'll hear why profits follow ownership, not employment, how to balance competence with confidence, and why common sense—not the status quo—should drive your business decisions. Whether you're fresh out of school or approaching the finish line, this episode is your blueprint for building a practice and life that serves you, not the other way around. If you like this episode, here are more episodes we think you'll enjoy: Ep #548 – The Evolving Dental Industry: The Future of Private Practice – Steve Parker Ep #466 - Pursuing Freedom in a Dynamic & Fast-Changing World (Part 1) – Dr. Mike Abernathy 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.

Managing Dental Drama Podcast
Big Fish – The Nature of Boss and Team

Managing Dental Drama Podcast

Play Episode Listen Later Aug 11, 2025 53:22


As if last week's “Male vs. Female” episode was not enough, Dr. Kuba and Bethany go in even further on difficult topics. Bethany summarizes some upsetting details from a client's recent drama and discusses the specifics with Dr. Kuba. They both talk about the challenges of being equal to team members while also still having to be “boss.” When the balance gets out of whack, team members can rise up and challenge authority or develop unhealthy expectations of the practice owner. For gut-wrenching examples and dialogue, tune in! Previous Episodes Worth Revisiting: When a Rotten Apple (or Employee) Spoils the BunchWhen Employees Feel Entitled 

Private Practice Survival Guide
Why Practice Owners Suffer From Paralysis By Analysis

Private Practice Survival Guide

Play Episode Listen Later Aug 7, 2025 14:12


Send us a textIn this episode of the Private Practice Survival Guide Podcast, we explore the common issue of overanalyzing decisions in private practice ownership. Brandon unpacks how too much data or conflicting advice can stall growth. We discuss ways to overcome decision fatigue and trust your leadership instincts. You'll also hear actionable steps to move from analysis to confident action. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

Beyond Bitewings
The People Side of Dentistry: Proven HR Solutions for Practice Owners

Beyond Bitewings

Play Episode Listen Later Aug 7, 2025 25:06 Transcription Available


Ash welcomes Michelle Griffin, CEO of Griffin Resources, to talk about the critical role of HR in dental practices and small healthcare businesses. Michelle shares her experiences working across multiple industries, emphasizing the unique HR needs and compliance challenges facing dental offices and other medical providers. She explains how proper HR processes, such as onboarding, documentation, and compliance with local and federal employment laws, can help mitigate risks and support practice growth.They discuss common pitfalls like employee misclassification and the risks of manual payroll and onboarding processes. Michelle also addresses the importance of HR audits, especially during transitions and mergers, and provides examples of fraud discovered through poor internal controls. When it comes to attracting and retaining top talent, Michelle recommends leveraging culture, competitive advantages, and strong leadership traits focused on valuing team members. The episode wraps up with practical advice for dental practice owners considering a sale, and how to get support from experienced HR professionals.To find out more or connect with Michelle, visit: https://griffin-resources.com/Key Topics Discussed:HR's role in dental and healthcare practicesCompliance and employment law in HRCommon HR mistakes in onboarding and employee classificationThe importance of internal controls and HR auditsTalent acquisition and retention strategies for small practicesHighlighting workplace culture to attract staffLeadership qualities for practice ownersPreparing for practice transitions and sales

The Savvy Dentist with Dr Jesse Green
508 What the Top Practice Owners Do Differently

The Savvy Dentist with Dr Jesse Green

Play Episode Listen Later Aug 5, 2025 23:17


In this solo episode, Jesse Green unpacks what truly separates the top 1% of dental practice owners from the rest. Drawing on decades of coaching, conversations, and lived experience, he reveals the six internal traits that drive external results.If you've been chasing better KPIs, more profit, or faster growth, this is your reminder that the real breakthroughs start within. In this episode:[03:09] The one inner quality that keeps top owners in the game[07:19] A trait more important than talent or intelligence and why it's a non-negotiable for long-term success[10:15] The mindset shift that turns stuckness into momentum (and how most owners get it wrong)[13:36] Why your success may have more to do with who you're around than what you're doing[15:42] The hidden growth habit elite owners practice daily and why surface-level skimming won't cut it[18:14] How the clearest thinkers create unstoppable teams, motivation, and focus. Resources and Links:The Man in the Arena by Theodore RooseveltGrit by Angela DuckworthFollow Dr Jesse Green on LinkedInVisit Savvy Dentist websiteMentioned in this episode:Mid Roll Ad PM Masterclass 2025Click on the link below to find out more about the Practice Manager Masterclass here. PM-Masterclass Sept 25

Managing Dental Drama Podcast
Male vs. Female Practice Owners

Managing Dental Drama Podcast

Play Episode Listen Later Aug 4, 2025 50:15


Bethany notices every day the differences between practices led by males and those led by females. While Bethany has avoided doing a podcast on this topic, the impact of gender is simply too strong to ignore. She meets with so many practice owners that are reeling in the aftermath of a gender problem, so she and Dr. Kuba decided to take the plunge today into the murky waters of this subject. Together, they discuss how expectations truly are different for male and female owners, and the reactions of team members most certainly are different. This episode is meant to bring awareness to the impact of gender as well as to encourage female owners/leaders to develop a strategy for leadership that factors in the gender expectations. At the beginning of this episode, Dr. Kuba calls ALL listeners to submit a written OR verbal account of how you took a tip from one of the episodes and used it in your practice. We want to hear from you!! Simply click the link below to complete the survey, or call 214-326-4605 and leave a voice memo. (Just be sure to include your name and email in your voice memo.) That's it! As a thank you, you'll receive one free month of our Level 2 subscription.Feedback Survey LinkPrevious Episodes Worth Revisiting: Working Mom GuiltManagement Took Kit: Office Policy Manual and Performance Reviews

Smarter Vet Podcast
Episode 173 - For Practice Owners: Selling Your Business Way Before You Retire

Smarter Vet Podcast

Play Episode Listen Later Aug 1, 2025 20:09


Send us a textIn this episode of The Smarter Vet Podcast, CJ Burnett and Tom Seeko break down what business owners need to know about selling their business — from why timing is critical to why age shouldn't dictate your exit. They challenge traditional views of retirement, highlight the difference between revenue and true profit, and explain how intentional living and solid financial planning can help you achieve independence beyond your business. If you're thinking about selling or planning for the future, this episode is a must-listen.Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessmentTest My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channelsFacebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ 

Managing Dental Drama Podcast
A Matter of Perspective

Managing Dental Drama Podcast

Play Episode Listen Later Jul 28, 2025 18:32


Today's episode is a must listen! Bethany tackles a subject that is near and dear to her heart – perspective/vantage points. She preaches an important thought to both her kids and her clients – at times, our perspective could be completely changed with just a simple step to the right or left. She references those mind-blowing photos that would be completely “normal” with taking the photo from a different vantage point (see link below). In this episode, she talks through several team and patient challenges that could be supported and improved with a slightly different vantage point.   Bethany references this link “18 Photos that Aren't Really What They Seem.” https://www.buzzfeed.com/hanifahrahman/confusing-pictures Previous Episodes Worth Revisiting: Appreciation Leads to Generosity How to Respond to Angry and Unhappy Patients 

RedBeard Outdoors
458. QuivAR is CHANGING YOUR ARCHERY PRACTICE | Owners Levi and Matt want you to get better every REP

RedBeard Outdoors

Play Episode Listen Later Jul 26, 2025 54:16


The Founders and Owners of QuivAR! They are crushing it helping us get better at knowing where to aim on the target whether you choose their 2D or 3D. Enjoy this conversation and CHECK OUT THEIR TARGETS! From the more economical 2D targets to the full blown 3D targets!Check out QuivAR here:https://www.quivar.app(Tell them RedBeard sent you)LEUPOLD SX-4 65mm GIVEAWAY:https://lp.constantcontactpages.com/sl/brRoRVxDISCOUNTS and Support The Show 1st Phorm Lemonade Protein and MORE:https://1stphorm.com/products/post-workout-stack/?a_aid=RedBeardOutdoorsBlackOvis: https://alnk.to/28Qpe7FCode - RedBeardSheepFeet Custom Orthotics:https://sheepfeetoutdoors.com/?ref=REDBEARDCode - REDBEARD Ollin Digiscoping:https://ollin.co/?ref=REDBEARDCode: RedBeardGoRuck:https://www.goruck.com/?utm_source=hasoffers&utm_medium=cpa&utm_content=&utm_campaign=&transaction_id=&oid=16&affid=2921Code: REDBEARDOUTDOORSCRUZR Saddles:https://cruzr.com/id/20/Code - RedBeard Initial Ascent:https://initialascent.comCode: RedbeardSlayer Calls:www.slayercalls.comCode - REDBEARD15WILDE ARROW:https://wildearrowarchery.square.site/Code - REDBEARDThe Bowtique:https://thebowtiquellc.comCode - RBO20 Kryptek:https://kryptek.com/discount/REDBEARD20Code - RedBeard20 Dark Energy:https://darkenergy.com/?ref=johnathan_mccormickCode: RedBeard1stPhorm app for nutrition and workout tracking:https://www.1stphorm.app/RedBeardOutdoors Grizzly Coolers: (15% off)https://www.grizzlycoolers.comCode - RedbeardMyMedic:Code – RedBeard15Tricer:https://tricerusa.com?aff=13Code - Redbeard Canvas Cutter:https://canvascutter.com/?ref=JOHNATHANMCCORMICKCode – Redbeard Crossover Symmetry:https://crossoversymmetry.comCode - RedbeardMontana Knife Companyhttps://bit.ly/3w6g9MV Affect Beard Oil:https://affectbeard.com/?ref=REDBEARDcode: RedBeardTulster Holsters and more:http://tulster.com?afmc=REDBEARDCode - REDBEARD Muley Freak: https://muleyfreak.comCode: Red.beard.outdoors Quattro Archery:https://quattroarchery.comCode – RB15Evolution Outdoors:https://evolutionoutdoors.comCode - REDBEARDBLKFLG:https://checkout.blkflg.com/?ref=REDBEARDCode - REDBEARD The Bow Hitch:https://thebowhitch.comCode – RBODHeather's Choice meals:https://www.heatherschoice.com/discount/REDBEARDCode: RedBeardOryx Outdoors:https://oryx-outdoors.com/discount/Redbeard15REDBEARD15Proof Razors:https://proofrazor.com?sca_ref=9186083.MnuOp2PF9Q1DizrCode - REDBEARD @QuivAR_app  #quivar #3d #archery #hunting

Dental A Team w/ Kiera Dent and Dr. Mark Costes
The 1% Rule for Practice Owners

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Jul 24, 2025 26:19


Kiera and Tiff discuss chipping away at your goals and problems in small pieces, and how this can stack habits in a way that's not completely overwhelming. This can be applied to your personal life or your practice life! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and it's a special day. Spiffy, Tiffy and I are back together on the podcast. You know Tiff, you love Tiff, you hear her with or without me, but today's a special day. You get both of us, one podcast. Tiff, how you doing today?   The Dental A Team (00:15) No, I'm so good. I just love when we podcast together, first of all, and I love that we really well. We roll with the punches well, and this morning has proven that. And this whole week has been a pivot and roll with the punches, and I'm excited for everyone to hear all of the wonderful words we have to say today.   Kiera Dent (00:25) you   Me too. And it is fun because it's funny when Tiffanie started the company, I feel like we talked to each other all the time. And this morning I was getting ready at 530 a.m. because I was like, sweet, I got a lot of podcasts. We're going to start at 6 a.m. today. It's going to be a great day. And I'm like, you know, I used to call Tiff during this time and we just like chat and talk shop. And now it's like, hey, let's catch up on the podcast. OK, it's like, how's life? How you doing over there? Even though we work together all the time, but.   The Dental A Team (00:58) Yeah   Kiera Dent (01:04) I think that that just shows the growth that we've been able to have. And it's interesting, something I will say is as you grow and evolve, make sure that you still stay connected to your key players. think Tiff and I have to now be very intentional. Like we call each other or we'll FaceTime each other or like I'll just randomly FaceTime Tiff while I'm driving with Jason, just so we stay as friends in a relationship because work I think can sometimes accidentally, we're so busy ships in the night, even though we're in the same company. So Tiff, good time to reconnect on the podcast. Hi.   The Dental A Team (01:17) Thank   Good   Kiera Dent (01:33) It's been a hot minute, great to see you. I think I haven't seen you all   The Dental A Team (01:35) to see you.   Kiera Dent (01:36) week, so it's great to see you.   The Dental A Team (01:37) That is so true,   we haven't, not since our leadership meeting on Monday.   Kiera Dent (01:41) and we had like one client call together, which I'm like, hey, it's real fun to be with you here. I'm like, see you later. ⁓ But no, it's truly so fun. And today, and I wanted to just, I think we're seeing it, it's actually one thing that I will say Tiff and I are doing really well that we haven't done is we actually are coaching mutual clients together. We only have a couple and it's been really fun. think Tiff, I feel like it's like our shake and bake, like stocked into Malo, like Tiff to Kiera, like let's just have a good time on it because it's not often other than events that we get to do this. But I think in,   The Dental A Team (01:44) yeah, straight.   Thank you.   Kiera Dent (02:11) coaching clients more together. I think you and I are starting to see this like really awesome pattern that you brought up of a topic of like this 1%. And I know you're obsessed in it and working out, which thank you because every day I think about you and I'm like, yeah, Kieran, just go move your body 1 % more today, like just 1 % today. And so I think in life, but let's also take it to practices and billing. Tiff kind of riffed us on the topic I did and we're just gonna riff for you guys today. Kieran, Tiff, stocked into Malone. If you don't know the jazz, well, you missed out, but.   The Dental A Team (02:25) Thank you.   Kiera Dent (02:38) Basically we're the glory days. That's what this is. It's a glory. It's a dream team back together doing our shake and bake, rattle and roll, talking all things dentistry. So Tiff, take it away.   The Dental A Team (02:48) Yeah, I actually, I think we all know the 1 % rule and we know the compound effect and we know like, we know arbitrarily that these things and these ideas are something we're supposed to do and that they work. And last year, I found myself in this space where I was like, trying to octopus arms a lot of different things in my life that I wanted improvement on. And I had like three, four or five, whatever it was things that I'm like, okay, I'll do a little bit here, I'll do a little bit here, I'll do a little bit here. And it's kind of like,   I was just talking to Erin the other day about like paying down debt, right? So like you're paying down debt and you're like, okay, I'll put a little extra on this card, a little extra on this card, a little extra on this card. And that little bit of extra actually isn't making any progress because the percentages, right? The interest on it is actually eating it alive. And you just get to the spot where you're like, my God, I'm not making any progress in anything. And I'm spreading myself so thin, I'm exhausted. And I found myself there with debt and, but with these areas of my life that I was like, I just want to   feel 50%, 100 % better in these areas. And I was giving a little bit to all these spaces and Aaron and I had a conversation. I was just like, I'm so exhausted. Something's got to give, something's got to change. And he's like, let's pick one. And so I was thinking, and then we did.   Kiera Dent (04:03) I think about your   plate overfilling. From the day I met you, had this image of like, you know how people say like their plate's really full? Tiff's like, no, my plate's full and I have like food. I don't know why it is, but it's like cauliflower, broccoli, carrots is what I've envisioned for you. Just sitting on the side of her plate. So it's like there, then she's got like her sweet potato and it's like on the place map, but it's off the plate. And I think that that's like a really good visual of who Tiff's been since I've met you and how I think.   All of us live our life. This isn't just a Tiffanie, but like whether it's the octopus arms or the plate over like literally, if it's been like cauliflower broccoli, like I just see like a big like hunk of broccoli on the side of your plate. I don't come with it all.   The Dental A Team (04:35) Yeah.   Yes, and I actually   had somebody in my life, I had a friend years ago, gosh, this was like, I remember the stop sign we were sitting at and I remember being like crying, like, gosh dang it, one more thing and I'm like, I can do it, it's fine, because I'm the person that's like, yeah, I can totally do it, I know I can do it, but what cost is it at is not something I always think of and he looked at me he said,   You are like the person at Thanksgiving, that you're just so excited to have some of everything, that you have your plate and you filled it with everything. So you've got your turkey, your mashed potatoes and gravy, and your roll and your sweet potatoes. And then you sat down and you're like, oh, shoot, I forgot. Like this plate, he's like, it's a mounds of food because it's Thanksgiving, right? Which is fair. We all do that at Thanksgiving. He goes, but then you forgot.   about like the pie and somebody else put other rolls out. And so then you like started shoving it under your plate. And he's like, that's your one, you just took a piece of apple pie when you already had pumpkin pie. And you said yes to this, which means you said no to the pumpkin pie because you can't eat both. And I was like, holy cow, I love Thanksgiving, that works. Like I get it. And so yes, that was me. And so again, I don't know how long ago was that? Seven, eight years later, nine years.   Kiera Dent (05:53) No. Five, six, seven, years later.   The Dental A Team (05:56) Like,   Holly, are you kidding me? It came up again. And then somebody else just said it in different terms. And he said, you know, like, if you could do 1 % better every single day in one area, that's your compound effect. If you do 1 % better in five areas, but you only had 1 % to give, you're trying to give 5%, you're going to go backwards in areas. Like, you can't, it just doesn't work. The math isn't there. He does math. Math is his jam. So he's like, the math doesn't, it's not math-ing.   So if you choose one area that is going to bring the most like happiness and joy out of all the other areas that you could easily give 1 % improvement, it's gonna snowball. And what happened, what I found, right, is that that 1 % in my health and my fitness, which is what I chose to focus on, did snowball. And so all of a sudden the habit stacking that I had going on in my health and fitness snowballed.   into those other areas that I was trying to octopus arms into. So I saw slight improvements in those other areas and I was like, okay, everyone, they're both right. It's fine. Thank you. But I started thinking about it today. It popped up today for me actually really strong. I don't remember this morning why it popped up, but it did. And so then when, know, Kara, you and I got on here and like, my gosh, like this is what practices do. This is what owners, business owners do this constantly.   Right? We go into something and we're like, gosh, I've got to be best at marketing. I've got to make money and have great profitability. I've got to be a great leader and I have to have an awesome team and I've got to train people to be leaders. And then we're octopus arms and like Thanksgiving plates say yes to everything, which in turn makes us say no to something else. And so I thought the most you've got octopus arms, you've got your plate. Like what's the most important thing you've got your, you've got your dinner plate overflowing and you look at it and you're like,   I'm probably not gonna eat all of this, right? I would love to be able to eat all of this and not like get the calories from it and not like feel like I'm gonna throw up. Like I want it all, but if I have to go by what's most important and start there, I'm gonna start with the protein and the vegetables. So when you look at your business, right? The protein and the vegetables are going to help my health. It's going to promote.   my muscle build, it's going to like positively impact the goals that I'm working for. If I start with the pumpkin pie, which is where I want to start because I want room for the pumpkin pie, it's a negative. I want it, right? I want the sugar, but like, I know that I feel like crap after eating the sugar. So if I am a business owner and I'm focusing solely on, I don't know, new patients, I only want new patients, but I haven't focused on making sure my team knows how to collect. I'm over here crying to my consultant that   Kiera Dent (08:21) Me Me too.   The Dental A Team (08:43) I don't have any money in the bank and I can't afford my consultant, but my, even my new patients, I've got 62 new patients who also aren't scheduling treatment. Right? So that's like the pumpkin pie. Whereas the protein is making sure we're making sure we're like focusing on the money. Right. And not to the point that we lose the patient experience. That's not my point. My point is what, how can we be 1 % better in our collections? Like, what are we missing? And I had a   revelation finally with a practice this week and I love her to death and I'm just like, yay, we got there because I'm like something's not happening. Something that should be happening is not happening because your insurance AR is beautiful. But over here, we still have almost $200,000 in AR. ⁓ How is it possible when your insurance AR is showing up as like $44,000? Right. And so like getting there, getting there, getting there. But the 1 % is what's something that we can do today to collect   part of what we're missing, right? What's one phone call, one extra phone call we can make? What's one person coming in the door that has a past due balance that we can collect today? Like how can we take that theory of that 1 % better that is so easy to implement when it comes to health, fitness and nutrition? We get it. Our brains are like, yeah, that makes total sense. Eat the protein before the sugar. I get it. I don't want to, but I can do that. But we have such a hard time implementing that in like   the other structures of our lives because it's just not, it doesn't feel as clean and as clear. And I think, Kiera, it doesn't feel as fun, right? Like eating the pumpkin pie is more fun. Marketing is way more fun than billing. ⁓ Hands down, I don't want to do billing. I want to do marketing.   Kiera Dent (10:18) Yeah. Exactly what I was thinking.   What are you saying? was like, the reason we don't go for the turkey is because turkey is freaking dry and pumpkin pie is sweet and fun, which is why people don't like to look at their numbers because numbers are like protein and it's not as fun. And I'm sitting here like shoveling down this nasty turkey that I know is like super lean, no fat in it. And I'm able to get my protein in. And yet when you talked about a tip of like, I think those business owners, this is where you cut out the noise and the elite business owners are able to cut out the noise, not go over the sexy and go for the things that are actually going to build the foundation.   And when you can figure that out, because like Tiff, you and I, it makes me wild when clients come through and they're like, I can't afford this. And I'm like, what do you mean you can't afford this? You have like 300,000 sitting in AR, like bada bing, bada boom, it's right there. And if we just collect before they leave, ⁓ my gosh, a revelation, you actually get paid for the work you did. And we're not like, hey Tiff, you want to pay me like six months later? Like, no, I did the work, let's get this paid. Why are we living in the 1900s? Like we don't have tabs, get rid of it.   The Dental A Team (11:02) you   Mm-hmm.   Kiera Dent (11:23) but it's something so interesting that you're like, we're right. Like I want to do new patients. Like there's so much more fun and also it's a flex. Like when you go to a conference, like, here's my production, here's my new patient number. And I'm like, cool, here's my profit. Like it's not as fun and it's awkward. And you're like, cause also I don't want to tell people my profit. Cause I don't like, is that good? Is that bad? I don't know. So it's this weird zone of it's not safe to share publicly. It's a weird thing to talk about, but at the end of the day, it's the number one thing you're stressing about all day long. And so I think like you said, Tiff,   The Dental A Team (11:36) Yeah.   Kiera Dent (11:53) When you were talking, also thought like every team member could have their 1 % better. So doctors, if you want octopus arms, amazing. You can actually have it through your team members. Like right now, Tiff actually has her one thing in her department that she's focused on. has her one thing in her department she's focused on. Shelby has her one thing. Like they have other things, but it's like, if we can't get anything, these are the top three things that have to get done. And honestly, we went after profitability and like hiring consultants were like, all right, these are the two things. And it's wild when we focus on it, we laser focused.   The Dental A Team (11:57) Okay.   Kiera Dent (12:23) We cut the pumpkin pie, and it was for us, we didn't cut marketing. We were like, all right, this is going to move the needle forward. It's crazy how much more calm life feels. It's crazy how less stressed you feel. And then you're able to move things forward even faster. So I think it's a, and you said it doesn't have to be hard. Like this morning, I honestly thought about your tips, so kudos. This is probably why we were hanging out. Like I need a 1 % better.   The Dental A Team (12:27) Yeah.   So.   Kiera Dent (12:47) I was getting ready for the podcast and I'm like, it's gonna be all day long I'm podcasting today. I'm probably not gonna work out. And I was like, I thought about you in the back of my head and I was like, I could do five minutes   of stretching right now. That would make me feel way better going on to this podcast. It shows me that I honor my body. That's my 1 % for today. And yet my body already has felt better today. And I was in a better mindset on a, it was eight minutes that I did like yoga, stretching, making sure I took care of my body. Did some like quick like lifts for my shoulder.   It was very simple, it took no time at all. And it's the same thing of like your biller could collect on the patients. Like every patient who comes in, if we just collected those balances, you would feel like you're the richest person in the world. If we just called the high balances, just those people alone, that's probably like 50 % of what you need to collect right there. And that's very easy, but it's not sexy. And I think Tim, like, what is the psychology behind, like it's easy, but it's not fun, so we don't do it. Like eating protein dry turkey is such a great example of this.   The Dental A Team (13:26) Okay.   Kiera Dent (13:44) Because it's like, it's needed, it's necessary, and it's super great for you. But I'd rather do the pumpkin pie. Like, how do you discipline that? Or is it just a trained behavior? Like, I think about my sign in the kitchen of discipline equals freedom. I think about this all the time.   The Dental A Team (13:45) Yeah.   I'm   It's true. I think I want to think you have to get no matter what you have to get to the point that you've hit like rock bottom, right? Like it has to hurt badly enough for people to change something for beings to change something like a dog's not going to change its routine until it hurts badly enough going the same direction. Right. So I think no matter what, it has to hurt badly enough. So you have to get into that spot. But psychology behind it, like there's so much that it gets stacked up behind the   the things that we do every single day. And I know I had a conversation with my sister. If my practice is now, always call her out on stuff. But she said to me, she's yeah, she's my Craig. She said to me one day, this is like two weeks ago. Yeah, she doesn't listen. Craig might. So hello, Craig. We love you. We've talked about you for many years and you are a staple of our company. ⁓ But she said to me,   Kiera Dent (14:35) She's your Craig.   Okay.   Bye.   The Dental A Team (14:51) one, it was so simple. was like, there was this yogurt in the fridge that she had gotten. I'm like, Hey, don't forget you had this yogurt in the fridge. She goes, Oh my gosh, I couldn't remember if that was yours or it was mine. And I was like, heck no, girl, did you know you can get the same yogurt in this brand? And it's like, instead of 120 calories, it's 60 calories. Cause I'm like, I'm watching my freaking calories because I've seen that change, right? I've seen that difference. And she was like, Oh my gosh, whatever. Right. She gets tired of hearing me say it. I'm like, well, stop talking about food with me. Right. But then we get like,   ice cream and I chose actually like I chose this amazing dairy free. so good. I create that right. It's like whipped cream right coconut whipped cream and you freeze it and you put fruit in it. I need a sprinkle delivery system is what I call it. That's my sprinkle delivery system. It's literally frozen whipped cream and I pour sprinkles on top of it right. Well my sister tells me I don't want to have to say no to something if I want something I want to be able to have it.   And so she gets the loaded ice cream, which I don't care. I have no care in the world on what you eat, but that statement, I was like, oh my God, that's the statement. That's the thing that keeps us in the space that we're in because we've convinced ourselves that saying no to the pumpkin pie and yes to the Turkey hurts. That it's like, no, I should be able to do whatever I want. Cause that's the societal thought process that we live in. I should be able, and I'm like, okay.   But saying yes to that has changed something else. So I'm saying no to my fitness, to my health, my fitness, my mental stability, because sugar changes how I think, right? I know this. I know sugar. I know TV. I know social media. I feel different. My thought process is different after these things, right? So if I say, want to have that, I don't want to have to say no, I am saying yes to the sugar.   So I'm saying yes to the distraction in my business while saying no to the thing that's gonna push me forward and make me a better human for myself. Because if I say no to the protein, but yes to the sugar, my brain works differently and that makes me more angry inside than not having the pumpkin pie.   Kiera Dent (17:03) Totally. And as you said that, Tim, thought about like people always like dentists are interesting. And I know you hear this. I hear this. All of our consultants here. People want to know like what sets apart the elite practices, like what makes it. And I'm like, it's literally this discipline. It is what Tiff just talked about where you realize that saying yes to the protein and lifting weights is better for you, better for the company, better for long-term sustainability rather than the shiny or urgent issue that's hitting you right now.   It is so fun to talk about marketing. It is so fun to sit here and dream of all these great ideas. But the reality is if I'm not making money, then why on earth am I doing this? And you can justify it all day long, but well, because we need marketing because this will help us make more money. But I'm like, if there's gaping holes in your bucket right now, have the discipline. And I think that that's where...   The Dental A Team (17:29) Yeah.   Kiera Dent (17:49) I think I've been watching a lot of things and they say like some of the most successful people in the entire world are the ones who wake up early and workout consistently every day, no matter what rain or shine. does not matter. It's not always a guaranteed same amount of workout, but it's the discipline and the habit that they've created that they know when they say like we do what's most important for our body. We do what's most important for our business. Their body's not revolting like, but I want the sugar. It's like, no, when we say go, we go and you're training. This is why I think cold plunging people like that. They like these other things. It's like you're training your body that would you command and when you command your brain.   The Dental A Team (18:12) you.   Kiera Dent (18:19) you are actually going to execute on this. And I think if you could even take it in food or you could take it in small areas, what you're doing in your personal life is actually training who you're going to be as a business owner. so helping you see, and like, is me, mean, Tiff, shoot, I was the cake pop girl. Like the one was last time you saw me eat a cake pop. Like this is not something that we even do anymore because we're like, absolutely not. I know we're going to feel terrible. That's not fueling our body that needs to then be able to be sustaining.   The Dental A Team (18:28) 100%.   Same.   Kiera Dent (18:45) And I think it's like that maturity as well of business ownership and discipline. But I'm like, you don't have to wait through all the years. You can realize today, what's my 1 % in the true problem area of my business. we do in our mastermind, Tiff and I actually put together this survey that we have our clients do every single quarter in our in-person mastermind. And we asked the question, if your business could talk today, what would you say is the number one problem in your business? Whatever that is.   The Dental A Team (18:51) Mm hmm.   Kiera Dent (19:11) go fix that and be 1 % better. And I think Tiff, that's such a good question we ask. We ask about your relationships too, but I'm like, if you looked at that, that's the one area. And if that's truly your biggest pain point, which most offices it is, most people come to us for cashflow. Yes, it's cashflow, it's overhead, it's systems, it's leadership, but I'm like, usually the pain is on cash. I'm I'm freaking broke, but you waited until you were broke, broke, broke before you reached out for help. So if you're like teetering this, reach out now. If you're really there, it's okay, it still help you out.   The Dental A Team (19:31) Yeah.   Kiera Dent (19:41) But I think it's just a matter of like train yourself this discipline, ask yourself that question and then go to work and stay so laser focused. Because I think if you can train yourself to stay laser focused, ⁓ I asked a coach, she's working with billionaires and I said, what's the number one thing that sets apart the really high end achievers versus the others? And she said, it's focus. They have insane ability to focus on the problem that needs to happen and they don't get sucked up in the wash. And I thought that was so powerful and I think everyone can be that way. So those are kind of my wrap up thoughts of the 1%.   The Dental A Team (20:00) enough.   Kiera Dent (20:10) Collect like, and it's not hard. It's like collect one balance more. It's diagnosed one more thing that you'd normally put a watch on. It's we call one balance today that's a high end balance and we just do that versus like, oh, I got to do the whole list. No, you just do one. Cause the small chips will add up to the big thing. And it's the snowball effect. Dave Ramsey talks about with debt. You literally put all of it onto your hardest debt. Now you put all that money there. You snowball that you pay that one off. Then you take that amount, put it on the next one, snowball that make that. And this is the same thing in your business. It's habit stack.   The Dental A Team (20:38) And the hands.   Kiera Dent (20:40) But   I think more than that, it's teaching you to be a CEO rather than to be a flighty employee. Like my two cents.   The Dental A Team (20:47) I totally agree. And I think that 1 % is so perfect because what you just said, it compounds, right? It snowballs. So if you can have your billing department or whomever, your office manager, whoever it is, stop being so distracted by the easy things, right? I always say make your life easy by doing the hard things. Just because it's easy.   Kiera Dent (21:08) rewind that back. She just   said, make your life easy by doing the hard things. Like, I hope you heard that. You make your life easy by doing these hard things. Go off. That was Brill.   The Dental A Team (21:16) Yeah, doesn't   mean, thank you, it doesn't mean there are no hard things. It doesn't mean you don't have to do hard things to have an easy life. Like I live a fairly easy life in my opinion, but holy cow, have I done and do I do really hard things, but I don't shy away from it. And I get asked a lot, like, how did you get through that? Like I have gone through some crazy life traumatic items and people are like, how did you get through that? And like, I don't know, I just did. I just didn't ignore it. And I just...   pushed through and got to the next layer, that next level. And if you do that same thing, it starts to compound. You stack those pieces. So if you make one hard call today, one balance that you're like, shoot, this person's gonna be mad, get it out of the way. Because guess what? They're only going to be more mad if you wait three months and you're like, hey, six months ago.   Kiera Dent (21:58) You   The Dental A Team (22:07) you were here and like you didn't pay or we got your frequency wrong and you owe $500 on a crown that we thought insurance was gonna pay. They're gonna be like, I was six months ago, why are you just now calling me? So do it today and get it out of the way. And guess what? If they're upset, like have a conversation with them, it's fine. So then you flex that muscle, right? Like my boyfriend hates doing legs. Well, he sucks at legs cause he doesn't do it. So it's like, just do it. So it's easier. I hate working out chest.   just do it so that I can be stronger later. So yeah, it sucks making those calls, but it's not that hard. I sat in an office one day, I'm gonna tell this story, because I think it's just funny. I sat in an office one day and I hear, meh, meh, meh, this person won't pay. She says she has no money. She doesn't answer our calls. It's been here for two years. And I was like, girl, give me the phone. And I called and left a voicemail and I said, hey.   Kiera Dent (22:52) I'm   The Dental A Team (23:01) I really need to talk to you because your balance is about to be out of my hands and I do not want it to get to that next step. Please call me back like today. I really, really want to help you take care of this. Guess who called within 10 minutes. They have been calling quote unquote. I don't know if they called or not. I don't know. Right. Forever. They've sent statements. This woman has no money and won't pay. Guess who started making $50 monthly payments to keep that account from going to collections. I don't know where it was going to go. I usually just blame it on the next step.   guess who started paying and the doctor was like, Lord, three more calls, three more. I collected, sitting in that office, I was there to consult them and I collected on four large past due balances for that practice in 30 minutes. It's not hard. We just make it uncomfortable and you just have to get through it.   Kiera Dent (23:49) Mm-hmm.   Tiff, so much brilliant. And I think this is why we love consulting. We're able to help your offices see the frog they need to eat, see which one, because you can be like messy in the noise. And this is why having outside people, Tiff, like Erin and your other friend who point out like, hey, your plate's freaking full. Stop like shoving food underneath it. having octopus arms. Sometimes you need to see where you're overextending and overflowing to be able to make those changes. And so if we can help, like obviously Tiff and I love to do this, reach out, Hello@TheDentalATeam.com. But today go look to see what's my number one.   The Dental A Team (24:10) You   Kiera Dent (24:25) problem. Not the one that I want to work on but the actual problem. How can I get like 1 % better in this? Commit for the next three months and then let us know how that goes. A lot of us need accountability buddies which is where we're really great. It's always better with a buddy. It's better when I know Tiff's working out, I'm working out, we're able to like I got back on the Peloton Tiff because I got you back on the Peloton. Like we're both back on it. But this is where sometimes it's better with a buddy. It's more fun. So reach out if we can help you. Tiff, thanks for being on the podcast. I adore you. I love your analogies and girl I'm proud of you. Your food's not...   The Dental A Team (24:41) Yeah.   course.   Thank you.   Kiera Dent (24:53) 100 %   overflowing anymore. think you've got like on the plate. So kudos. You're making huge progress.   The Dental A Team (24:57) Thank you.   Thank you. And thank you everyone for listening. We truly love and adore each and every one of you.   Kiera Dent (25:04) We do. And as always, thanks for listening. We'll catch you next time on the Dental A Team Podcast.  

20/20 MONEY
What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning

20/20 MONEY

Play Episode Listen Later Jul 14, 2025 61:59


In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress's sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners.   Whether you're thinking about how to reduce your taxable income, maximize deductions, or just stay ahead of legislative changes that affect your financial life, this episode is designed to help you take stock and plan strategically.  

Finding Genius Podcast
Build Wealth, Not Just A Business: Eric Miller On Creating A Practice That Sets You Free

Finding Genius Podcast

Play Episode Listen Later Jun 26, 2025 36:07


What if everything you thought you knew about wealth was wrong? Many business owners think they own a business. However, in reality, they just own a high-paying job — one that eats up time, freedom, and energy…   This episode cuts through common misconceptions with a raw, honest conversation featuring wealth strategist Eric Miller. Are you ready to hear the unfiltered truth about building real, lasting wealth and planning an exit that actually sets you free? If legacy matters more to you than lifestyle, you'll want to stick around for this.   Jump in to discover:   How to manage finances to maximize the value of your business. The benefits of increasing your “make/break” number. What happens when you start prioritizing your profits and practice.  Eric Miller is the creator of the Econologics® Roadmap and the Financial Prosperity Index. As a Registered Financial Consultant with the IARFC, he has guided countless business owners from financial chaos to sustainable, exit-ready prosperity. In 2022, he authored How to Become a Financial Beast: Harness the Power of Your Practice to Build Personal Wealth & Go Out at the Top of Your Game, an Amazon Best Seller that's become a go-to resource for entrepreneurial wealth-building.   Want to keep up with Eric as he continues to be a beacon of financial sanity for others? Be sure to check out his podcast, The Financial Beast Podcast for Practice Owners! Episode also available on Apple Podcasts: http://apple.co/30PvU9C