Afleveringen
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Please join in my conversation with Jim Moore CFP of Allworth Financial. Jim started his career as a player in the NFL. Hear about how his experience in sport has helped him to be the success he is today with his Dentist clients. What exactly is a “fiduciary”? Why does a dentist need a fiduciary as his/her financial advisor? What are some financial strategies that can be implemented for dentists? All dentists are different so their financial plan needs to be adapted to their needs, interests and lifestyle. Financial planning, estate planning, succession planning, exit strategies, and tax planning are all parts to the puzzle. Find out how Jim and Allworth Financial can put it all together for you. You can reach Jim at [email protected]
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Please join in my conversation with Cameron LiButti , founder of Bidview Marketing. As an engineer, he takes a different approach to the variables and data concerning marketing. Potential patients are more anxious about entering your practice than you probably realize. Learn about setting expectations on your website. What is the first-time visit going to be like? Define who you are and who you want to help, and then be authentic in presenting that in your brand and your marketing. Discover a personal touch for asking for reviews to get more of them. Reviews are very important to your online presence, and even more important is “review velocity”. How do you know how much to spend on marketing, and where are the most efficient places to spend your money in marketing? If you would like to learn more about what Bidview Marketing could do to help your practice, go to BidviewMarketing.com
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Zijn er afleveringen die ontbreken?
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Please join in my conversation with Jimmy Moore of FLO Business Solutions. Did you know there are better ways to handle your merchant services than through your practice management software that will cost you less money too? Should your patients be charged 3% to use their credit card? If so, what is the legally correct way to do it? Payroll has become complicated. Companies like FLO can put everything together so that everyone gets paid, gets paid correctly, and everything is in compliance with state and federal laws. There are some great pearls about leadership in our conversation. Hear about how the mantra “Win or Learn” can change the culture of your practice. HE HE is Hustle, Effort, Heart and Energy and applies well to sport and business. Ask yourself, “What does it feel like to be a patient in your practice? What does is feel like to be a team member in your practice?” Then get to work on your practice.
You can learn more about FLO by going to flobizsolutions.com
Payroll/HR: Review of potential gaps.
https://payrollhrhealthcheckfb.scoreapp.com/
Business Efficiency: An overview assessing how current systems are working and how FLO can improve them.
https://thebusinessefficiencyscore.scoreapp.com/ -
Please join my conversation with Dr. John Phillips. He was a guest for 10 previous episodes (Episode 5 - 15) and they were all fantastic. So many listeners have been begging me to have him back. In this episode we discuss the What, Why, Where, When, and How of getting a good testimonial from your patients. Learn about what a really good testimonial looks like. You may be surprised to find out that it’s not really about the doctor or the team. It’s about the patient’s story. Find out how to “rehearse” a patient to help them do a better testimonial. Learn about what it means to be the patient’s “guide” through the process. What questions should you ask? What the first question should always be, and why it doesn’t work as well if it is asked second - as is so often the case. Learn how you can create a “video second opinion” and why it’s so powerful. Learn about a game your team can play to help them get testimonials and have fun in the process. Getting a good or even great video testimonial can be done with a few simple steps done in the correct order. Roll, camera, action!
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Episode 59: Join in on my conversation with Cynthia Roberts from Dental Advocacy Group who help dentists and their teams to navigate and understand the complexities of dental insurance. Do you feel stuck in insurance? Do you even really know who you are in contract with? Learn about how insurance companies lease other fee schedules in order to pay you less and what to do about it. Is insurance participation hurting your profitability; and if so, how do you know how to figure it out? As in anything else in life, taking the complex and making it simple is always the right direction to take. So there is good news! It is fixable. The insurance confusion and complexity you may be finding yourself in the middle of can be fixed. You can get more information and take a free assessment of your practice at DentalAdvocacyGroup.com, or you may reach out to Cynthia Roberts directly at [email protected]
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EP:57 Join me in my conversation with Dr. Parag Kachalia who is the Head of Clinical Practice for Overjet - an AI company based out of Boston, MA. Why does dentistry need AI now? Why would an experienced clinician need the help of AI in his/her office? How will your team adapt to AI in a way that is better for the patient and the practice? Does AI improve patient treatment acceptance? Learn how AI provides an objective communication tool that everyone can understand. AI can improve the insurance claim process with objective findings. CBCT analysis has just been approved by the FDA and now AI will be able to expand what’s possible with 3D imaging. AI generated treatment notes are coming based on recording your conversation with your patient and team. No more templates and going home late at night typing out all your notes for the day. Look into the not so distant future of dentistry and you will see more customer service for your patients while other things (that most team really don’t want to do) are taken care of by AI.
To reach Dr. Parag Kachavia, you can find him on instagram @techdds
To learn more about Overjet, you can go tohttps://info.overjet.com/ -
EP: 57 Join me in my conversation with Patrick McDonald from RAMP - a dental marketing company. AI is changing the way patients search for and choose their dentist, and most dental practices don't even realize it's happening. There's a lot of hype, confusion, and even panic about AI, but there is an opportunity to get started so you're not left behind. Learn about how your Google Business Profile is now more important than ever, and what the right things need to be included in your profile. Google reviews are still important. Even more important is what you absolutely need to do with them. What needs to happen for potential patients to find you when they type in that they want the "best" dentist? Differentiation is more important than ever to help the right patients find you. Did you know ChatGPT can help you with your visibility, and it can help you evaluate your current website?
Patrick can be reached at [email protected] or (267)771-7172 or you can go to the RAMP website at www.rampresults.com. -
EP: 56 Join in my conversation with Dr Martin Mendelson as we discuss his upcoming book : One Move Makes All The Difference.
Overwhelm and decision fatigue are very real issues for today's busy dentist. Thankfully, there are resources and tools available to help understand these issues and make "One Move" to make a difference. Hear how hope is not a plan. Learn how to make a "to do list" that you can easily take action on. Realize what is at the center of fear of failure, decision paralysis, and impostor syndrome. Making the question "How true is that?" an important question to ask - especially when you're blaming yourself. Understand that dentistry is not who we are, but only what we do. You've heard of the U.S. Constitution. What about a Culture Constitution? Did you know when success and happiness are compared, happiness actually comes first? Why having "pineapple" in your office could make an amazing change to the communications in your office. Even better, we talk about the "F Word" (no, not that one) and its impact on how we view the treatment we provide our patients,
One Move Makes All The Difference will be published December 2, 2025 -
EP: 55 Join me in my conversation with Leah Roling who returns to us with a unique and information-packed way to look at culture in our dental practices. Learn about forming your "Promise" about what it is you are in your office to do. How and why Roles need to be defined and the shared agreements to go with those roles to help your team know how to win in their roles. "CPR" gets a new use : Clarity, Promises, and Rhythm. The three "E's" to look at to gauge how your practice is doing - Energy, Engagement, and Effort. How to help your Office Manager or Team Leads to become your "Culture Ambassador." What's the important difference between "Nice" and 'Kind"? Learn how using the Four "A's" can help you shift to a self-led team - Awareness, Agreements, Accountability, and Autonomy.
Leah can be texted at (515)865-6716 or emailed at [email protected] -
EP: 54 Join in on my conversation with Mark Scott and Tim Galica of Scott CPA's. Accountants aren't generally known to be too exciting, but Mark and Tim share some basic and advanced strategies to save on taxes in a big way - and that's always exciting. For instance, are you doing well and as a reward are you finding that you get to pay back basically 50% of your profits in state and federal taxes? You can definitely reduce that 50% to 35% and maybe even more with strategies that are right for you. Learn about Liquidity Ratio, Free Cash Flow and EBITDA in a way that makes sense and is actually interesting and profitable. You don't know what you don't know, but you can learn and understand how to keep money you would have given to the government to create more cash flow. You can contact Hayley at Scott CPA's by calling 916-722-2524 or through the website at ScottCPAs.cpa to set up a conversation about your personal and business situation and goals.
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EP: 53 Join me in my conversation with Joanne Villani, RDH who is the Co-Founder of PreVu Software We explore what holds doctors and their teams back from providing cosmetic (and many other types) of care for their patients. "Sales" has a negative connotation in dentistry and there are better ways to think about how we approach patients with all the incredible things we can do for them without "offensive and pushy sales scripts". Doctors tend to want to do everything themselves, and smile simulation can be done quickly and entirely by their team. Can hygienists be taught to look beyond plaque, stain and calculus? The team needs to be educated on how and when to do smile simulations, and once they are there can be very positive results for your patients and your practice without a big time commitment to make it happen. For more information, you can go to PreVuDental.com
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EP: 52 AI is exciting and mysterious. As dentists, we know we should be learning about it. But what can AI do for us, and is it actually to a point that it will be useful? Is there a big learning curve? Is it too early to jump in or should we really get started now?
Join in my conversation with Dan Mount who is the Founder of The Dental Practice Marketers and author of the new book, Your AI-Powered Practice. Dan shares what tools are available to dentists through Automation and AI and how they can make office systems more efficient and thereby grow our practices. He also offers a path as to how to ease into these tools now so you can get started and not be left behind.
Dan can be reached for a discovery call through www.DentalPracticeAI.com -
EP: 51 Hey everyone! This podcast is packed with great nuggets for everyone. Everyone dreams of money pouring into your pockets without having to be tied to a lot of extra work. Is there really such a thing as Truly Passive Income? Join in my very passionate conversation with Clint Harris and learn about the mistakes people make when trying to create passive income and then understanding the fundamental steps that need to be taken to get income with the least amount of effort. Hear why financial independence is shallow and why independence of purpose is the goal. Dentistry is now a "boring business" BUT THAT'S A GOOD THING! Why you might want to invest in other "boring" businesses through syndication - it's really only been available since 2012. What's The Law of 100 Hours and why it's important to know? Explore the concept of "starting with the end in mind" for your short and long-term goals. Do you want to raise solid, well-grounded and successful children? Learn about investing in "Adventures" with your kids instead of things.Let me know if everything is going to be okay with this.
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EP: 50 Join in my conversation with Mr. Colin Carr, founder and CEO of CARR Real Estate, about your office space. How do you determine if you should lease or buy your office space? What you don't know about commercial real estate could cost you several hundred thousand dollars! Learn how you can save those dollars. Learn the top three mistakes doctors make with negotiating for their commercial real estate, and how these can all easily be avoided. Understand the mindset of landlords and the "game" they play. Finally, what does it cost to have a qualified real estate agent help you through the steps you need to take and get the most from your real estate deal? You can get more information about CARR at www.carr.us
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EP: 49 Join in on my conversation with Mr. John Wlodarek, Director of Practice Transitions with JW Practice Advisory, about practice sales and transitions. There are unscrupulous brokers in the dental space, and it's important to John to be knowledgeable and transparent as to the many different options presented to both buying and selling doctors. Did you know you should get your practice valued now so you can work that number into your financial plan? Did you also know you don't have to pay a big fee or wait a long time to find out what the valuation of your practice is? Did you know there are now Certified Valuation Specialists? There are ways to increase your valuation over 12-18 months that can be identified and coached so you can get a better price for you practice. Learn about considerations for private, DSO and group sales. For newer doctors, did you know it makes the most sense to become a practice owner as soon as possible - even when you have a big student debt?
John can be contacted at jwpracticeadvisory.com, [email protected] or his cell at 617-939-8282 -
EP: 48 Join in my conversation with Mr. Kelly Richards of Allworth Financial. There may be things in your financial life that need attention and you have been putting them off. Dentists as a whole tend to put their financial world last. On top of that, it's hard to even know where to go or where to start. This leads to stress which nobody needs. In this podcast, learn about how to find a financial advisor and what to look for. Learn about ways to save for retirement and what you should do for your kids. What type of life insurance should you have? How much cash should you have? When should you start to pay down your debt? You may be surprised to find out that there are financial advisors that help with ALL things financial - Investment Management, Financial Planning, Coordinated Tax Planning, Accounting, Estate Planning and Insurance Services.
You can learn more about Allworth Financial at Allworthfinancial.com
To get in contact with Kelly Richards for a complimentary consultation, you may contact Ms. Patty Gale Phone 480-612-6409 Email [email protected] -
EP: 47 Join in my conversation with marketing consultant Jenny Smith of Patient News. Discover how connecting with Practice Zebra can transform the ways you determine when you should use marketing, what marketing you should use, and is your marketing actually working? On top of that you can even know how effective your team is in handling new patient calls coming in from all potential marketing sources. Does Direct Mail have a place in marketing? What about paid Google Ads - should they be used and when? Did you know websites have different speeds and Google prefers faster loading websites?
You can learn more about PatientNews and Practice Zebra at PatientNews.com or email Jenny Smith directly at [email protected] -
EP: 46 Did you ever wonder how someone becomes an "expert witness" in a lawsuit? What even makes someone an "expert" in the first place? Join my conversation with Dr Jordan Romano to learn more about how you could become an expert witness and the values of becoming one. There is actually a very large need for "experts" in the legal field. Learn what's involved in the process of being an "expert witness" - it's not all drama in the courtroom as you see on Law and Order. Much of what you do could be done in the comfort of your home. To contact Dr Romano after you listen to this podcast, go to Medicalexpertwitness.com.
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EP: 45 Listen in to my conversation with Randy Alvarez, CEO of The Wellness Hour. Randy has a wealth of knowledge from decades of experience with marketing. In his most recent past experience he has discovered his most effective marketing to find multiple good and qualified new patients through YouTube and digital workflow. As a dentist you can innovate the way you communicate with your potential patients and stand out. YouTube is the number two search engine and is actually number one for people over 65. Learn how most everyone has it wrong about how to tell a story to prospective new patients.Randy can be reached at WellnessHour.com you can follow him on Instagram @RandyAlvarez
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EP: 44 Please join in on my conversation with Dr. David Phelps who, among many other achievements, has authored the book Scaling Time vs Wealth.
In today's world in which the "Hustle Culture" is pervasive, Dr Phelps helps us see the importance of time. We should see time as real wealth. There are ways to be good financially and still have the freedom of time to do what you think is best for you and your family. You don't have to "keep grinding" while hoping there is something better at the end of the road. Through making some "clarifying decisions" and simplifying your life, you can create more freedom.
To contact Dr. Phelps, you can go to FreedomFounders.com - Laat meer zien
