👤 Guest: Amy Epstein, MBA, People + Practice
📌 Episode Overview:
Branding isn’t just a logo—it’s the promise your practice makes and consistently delivers. In this episode, we dig into how orthodontic practices can evolve their brand without losing the trust and recognition they’ve built. Amy Epstein explains when to consider a refresh vs a full rebrand, how to communicate change to protect equity, and the metrics that show your brand work is paying off. This conversation extends Amy’s article, “How to Evolve Your Practice Brand While Protecting Its Legacy,” featured in the November issue of Orthodontic Products.
⏱️ Chapters
00:00 Evolving Your Orthodontic Practice Brand
03:04 Understanding Brand Refresh vs. Rebrand
08:19 Connecting Brand Perception to Business Results
11:49 Utilizing Patient Feedback for Brand Development
14:38 The Role of Team Members in Brand Identity
16:20 Strategic Steps for Brand Evolution
18:20 Honoring Legacy in Brand Evolution
✅ Key Takeaways
🔹 Patients experience your brand before they meet you—make that first touch count.
🔹 Consider an update when your practice’s progress outpaces how you’re presented (new doctors, modalities, markets).
🔹 A refresh modernizes visuals/message; a rebrand responds to larger strategic shifts.
🔹 Protect equity with clear, early, and frequent communication tailored to each audience.
🔹 Measure impact via conversion rates, time-to-start, web engagement, reviews, and word-of-mouth.
🔹 Your team is central to defining and delivering the brand promise—bring them in early.
🔹 Start with discovery: what patients value, what you do best, and how competitors position themselves.
🔹 Evolving your brand ≠ abandoning your legacy—carry forward the elements that still hold equity.
👤 Guest Bio:
Amy Epstein, MBA, is the co-founder of People + Practice, an orthodontic marketing agency on a mission to unveil opportunities for orthodontic practices to thrive by implementing digital marketing strategies, technology, and services that fuel practice growth. She is also the co-host of The Golden Age of Orthodontics podcast, dedicated to highlighting the most innovative technologies and approaches in the orthodontic industry.
🔗 Links
People + Practice Website: PPLpractice.com
Email: Amy: amy@pplpractice.com
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
#Orthodontics #OrthodonticPractice #PracticeGrowth #BrandingForOrthodontists #OrthodonticMarketing
👤 Guest: Ricky Caples, DDS, MS
Sponsored by: Ormco
📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, sponsored by Ormco, host Alison Werner talks with Dr Ricky Caples of Caples and Robinson Orthodontics in Monroe, La, about his transition to Ormco’s Spark Aligners and how clear aligners have reshaped his approach to treatment. He shares insights on patient comfort, workflow efficiency, and the benefits of using both Spark Aligners and the Damon Ultima System under the Ormco umbrella.
⏱️ Chapters
00:00 Introduction to Dr. Ricky Caples and His Practice
02:57 Evolution of Orthodontics: Clear Aligners and Digital Tools
06:00 The Spark Aligner Experience: Workflow and Patient Comfort
09:02 Complex Cases and Versatility of Spark Aligners
11:58 Comparing Spark Aligners with Competitors
15:11 The Ultima Bracket System: A Game Changer
17:54 Embracing Change in Orthodontics
✅ Key Takeaways:
▪️ Spark Aligners have improved treatment predictability and reduced refinements in his practice.
▪️ Patient comfort and support from Ormco were key factors in making the switch.
▪️ Having both Spark Aligners and the Ultima bracket system under one company has streamlined workflows and support.
▪️ Staying open to change allows orthodontists to evolve with technology while maintaining quality patient care.
👤 Guest Bio:
Dr Ricky Caples has been a practicing orthodontist in Monroe, La, since 1993. He received his DDS degree and his MS in orthodontics from Louisiana State University. He is a Diplomate of the American Board of Orthodontics and an active member of the American Association of Orthodontics, the Southwestern Association of Orthodontics, and the past president of the Louisiana Association of Orthodontics. He is also a member of the American Dental Association and received the Distinguished Service Award from the Louisiana Dental Association. He is also a member of the Cleft Palate Team of Northeast Louisiana. Caples is a collector of vintage convertible cars and rare watches. He spends his spare time with his wife Lynna, traveling or enjoying his family of two children and 4 grandsons. He is an avid turkey hunter.
🔗 Links:
▪️ https://caplesrobinsonortho.com/
▪️ https://ormco.com/
👉 Connect & Subscribe
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
#OrthodonticProducts #SparkAligners #Ormco #Orthodontics #AlignerTreatment #ClearAligners #Orthodontist #DentalPodcast #DamonUltima #OrthodonticPractice
Guest: Jeremy Manuele, DMD, orthodontist, Hamilton & Manuele Orthodontics (Las Vegas)
📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, host Alison Werner talks with Dr Jeremy Manuele about the move from thermoformed aligners to direct-print aligners and how this shift is changing in-office workflows. He shares how his team integrated direct printing into their daily operations, what design features improve fit and tracking, and how force reactivation can enhance treatment consistency. Manuele also discusses practical challenges—like staining, surface texture, and occasional breakage—and the steps his team takes to address them.
For orthodontists exploring whether direct-print aligners make sense for their practice, this conversation offers a clear, experience-based look at both the opportunities and the realities of this new approach.
⏱️ Chapters
00:30 Manuele’s early 3D printing journey
07:25 Direct-print vs thermoformed: what actually changes
10:55 Variable thickness, built-in features, engaging undercuts
17:22 Force reactivation and material behavior
24:00 Managing force decay and overcorrections
29:31 Pros/cons: fewer attachments, staining, surface feel, breakage
46:17 Workflow & team roles in design and post-processing
54:28 Costs and decision-making for adoption
56:25 What’s next for direct-print aligner technology
✅ Key Takeaways:
🔗 Links:
👉 Direct-Print Aligner Reactivation Demo — Link to see the short clip showing how heating the aligner in hot water returns it to its original form and active force that Manuele mentions in the podcast.
👤 Guest Bio:
Jeremy Manuele, DMD, practices at Hamilton & Manuele Orthodontics, located in Las Vegas. A board-certified orthodontist, he is an early adopter of in-office 3D printing and direct-print aligner technology. Author of The MARPE Advantage, he serves as a part-time instructor at UNLV School of Dental Medicine.
👉 Connect & Subscribe
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
#orthodontics #OrthodonticProducts #3DPrinting #DirectPrintAligners #ClearAligners #InOfficeAligners #DentalPodcast #OrthodonticsPodcast
Guests:
🔹 Allison Hale, Practice Consultant and COO, Parks Orthodontics
🔹 Ty Ramsey, Mergers & Acquisitions Advisor, Professional Transition Strategies
📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, host Alison Werner talks with two guests who bring different but complementary perspectives on OSO and DSO partnerships. Allison Hale offers the practice owner’s inside view, sharing how she and her sister navigated the process of affiliating Parks Orthodontics with an OSO—what drove the decision, how they evaluated options, and what changed once the deal was finalized. Ty Ramsey provides the advisor’s perspective, drawing on his experience guiding doctors through valuations, due diligence, and competitive bidding to maximize outcomes.
Together, Hale and Ramsey explain what orthodontists need to know before exploring OSO or DSO partnerships, from protecting culture and preserving legacy to understanding growth levers, timelines, and financial impact.
⏱️ Chapters
01:22 Why Parks Orthodontics pursued an OSO partnership
02:37 What PTS does and how the process works
03:35 OSO vs DSO definitions, models, and misconceptions
07:48 Market landscape, private equity, and valuations
13:33 Preserving legacy and culture in partnerships
18:14 Preparing for a transition KPIs, advisors, and due diligence
24:39 Evaluating offers and choosing the right fit
29:03 Day-one changes HR and accounts payable
33:18 Exploring DSO options and practice growth
37:30 Timing the market and trailing 12 months
41:57 Post-affiliation growth levers and planning ahead
48:25 Why mid-career orthodontists may benefit most
51:36 Final advice from Hale and Ramsey
55:02 Typical timelines from valuation to close
✅ Key Takeaways:
🔹 Hear directly from a practice owner who completed an OSO partnership and an advisor who helps doctors evaluate and close deals.
🔹 OSOs and DSOs differ widely—understanding activist vs aggregationist models is essential.
🔹 Planning early, tracking KPIs, and setting non-negotiables protects both culture and value.
🔹 Post-affiliation, practices often see growth through improved pricing, overhead reduction, and new operational support.
🔹 Mid-career orthodontists may be in the strongest position to benefit, with legacy and long-term upside both in play.
👤 Guest Bios:
Allison Hale is COO at Parks Orthodontics in Yorktown, Va, where she helped lead the practice’s OSO partnership. She also consults with orthodontic practices to streamline operations and prepare for growth or transition.
Ty Ramsey is a mergers and acquisitions advisor with Professional Transition Strategies, where he helps orthodontists and other dental specialists evaluate OSO and DSO partnerships and navigate the transition process.
🔗 Links:
🔹 Parks Orthodontics: https://www.parksorthodontics.com/
🔹 Professional Transition Strategies: https://professionaltransition.com/
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Like 👍, comment 💬, and subscribe 🔔 for future episodes.
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Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
Guest: Dr Robert “Tito” Norris, Orthodontist, Stone Oak Orthodontics
📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, sponsored by OrthoFX, host Alison Werner talks with Dr Robert “Tito” Norris about why he made the decision to switch from a major aligner system to OrthoFX. Drawing from more than 30 years in practice—and his own experience as a patient—Norris explains the clinical and material science differences he discovered when comparing aligner systems side by side. He shares how super-elastic materials, reduced force levels, and streamlined workflows have changed outcomes for his patients and his practice.
For orthodontists questioning whether it’s time to reevaluate their aligner system, Norris offers candid insight into what to consider, what’s at stake, and why patient comfort and clinical predictability should drive decision-making.
⏱️ Chapters
00:03 Introduction to Dr. Tito Norris
01:12 Early experiences with aligners and attachment design
04:26 Why challenging cases led him to explore alternatives
06:26 Comparing three aligner systems side by side
09:06 The patient perspective: treating himself with OrthoFX
09:44 The role of material science in aligner performance
13:39 Super-elastic plastics vs multi-layer materials
16:23 Impact on refinements, attachments, and appointments
17:34 Practice workflow and staff integration
19:53 Why now is the time for orthodontists to reassess aligner systems
✅ Key Takeaways:
🔹 Traditional multi-layer plastics can deliver heavy forces, while OrthoFX’s material mimics nickel-titanium for gentler, more predictable movement.
🔹 In treating himself, Norris achieved his expansion goals with fewer aligners, fewer attachments, and no refinements—an outcome that also benefits patient comfort.
🔹 For practices, fewer refinements and appointments translate into efficiency gains, while studies showing higher effectiveness raise important questions about when to consider switching systems.
🔹 The patient experience improves with lighter forces and less chair time, underscoring how material advances can reshape both outcomes and satisfaction.
🔹 Norris frames the decision as more than a clinical choice—it’s about ethical responsibility to use materials that move teeth effectively while minimizing unnecessary force.
👤 Guest Bio:
Robert “Tito” Norris, DDS, is a board-certified orthodontist in private practice at Stone Oak Orthodontics in San Antonio, Tex. A graduate of the University of Texas Health Science Center at San Antonio Dental School, he completed a general practice residency at the VA hospital in Washington, DC, and his orthodontic specialty training at Howard University. After serving as a U.S. Air Force orthodontist, he returned to San Antonio to open his practice. Norris, who lectures both nationally and internationally, holds several patents and trademarks, and is the inventor of the Norris 20/26 Passive Self-Ligating Bracket System.
Sponsor: OrthoFX
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
#Orthodontics #OrthodonticProducts #ClearAligners #AlignerTreatment #OrthoFX #DrTitoNorris #Orthodontist #DentalPodcast #AlignerSystems #PatientCare
Guest: Dr Steven Siegel, AAO President
📌 Episode Overview:
In this episode of the Orthodontic Products Podcast, host Alison Werner sits down with Dr. Steven Siegel, president of the American Association of Orthodontists (AAO), to discuss the newly released 2025 Economics of Orthodontics Survey.
This in-depth survey takes a closer look at the state of orthodontic practice across the U.S. and Canada, covering patient volumes, treatment trends, practice finances, staffing, and shifting business models. Dr. Siegel shares insights into what the data reveals about opportunities and challenges facing orthodontists today—and how the AAO is working to support its members.
Chapters:
00:00 Introduction to the Economics of Orthodontics Survey
02:07 Understanding Patient Volume Trends
05:32 Financial Disparities in Orthodontics
07:16 Addressing Gender and Ethnic Disparities
10:30 Future Investments in Orthodontic Practices
13:45 Consumer Awareness and Patient Acquisition
15:39 Advocacy and Future Directions for Orthodontics
Key Takeaways:
🔹 Patient volumes hit record highs in 2024, but many orthodontists still reported not feeling busy enough, reflecting uneven growth across regions.
🔹 Nearly half of orthodontists expect to shift practice modalities within five years, highlighting generational change and evolving career paths.
🔹 Income disparities by gender and ethnicity persist, even after adjusting for variables, prompting new AAO initiatives to address equity.
🔹 Braces are seeing a resurgence over aligners, influenced by social media trends, compliance challenges, and case complexity.
🔹 Younger orthodontists are investing in new offices and digital workflows, signaling optimism and commitment to the profession’s future.
Resources Mentioned:
🔗 2025 AAO Economics of Orthodontics Analysis Reporting on 2024 Practice & Patient Statistics
👤 Guest Bio:
Steven M. Siegel, DMD, is the 2025–2026 president of the American Association of Orthodontists. With over 35 years in practice in Glen Burnie, Md, he has also served as longtime faculty at the University of Maryland and worked with the Johns Hopkins Cleft Palate and Craniofacial Team. An AAO trustee since 2016, Siegel has led initiatives in inclusion and engagement. He trained at Tufts and the University of Medicine and Dentistry of New Jersey and began his career in public health and general dentistry.
👉 Connect & Subscribe: Apple | Spotify | Google Podcasts | YouTube
Comment 💬, and subscribe 🔔 for future episodes.
VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
#Orthodontics #AAO #OrthodonticProducts #Orthodontist #DentalPodcast #OrthodonticPractice
Guest: Jeff Slater, Vice President of Operations, Kaleidoscope
📌 Episode Overview:
Search is changing—and fast. In this episode, Orthodontic Products editor Alison Werner sits down with Jeff Slater of Kaleidoscope to explore how orthodontic practices can stay visible as patients turn to AI tools like ChatGPT, Siri, and Google’s AI Overviews for answers. Building on his recent article for Orthodontic Products, Jeff breaks down the differences between SEO (Search Engine Optimization), AEO (Answer Engine Optimization), and GEO (Generative Engine Optimization) and explains what your website must do to remain competitive in today’s search environment.
Chapters:
00:00 Introduction to Answer Engine Optimization (AEO)
02:34 Understanding the Shift in Search Behavior
05:33 Optimizing Content for Patient Queries
08:32 The Importance of Content Structure and Authority
11:29 Technical Foundations for AEO and GEO
14:32 Common Mistakes in AEO Implementation
17:35 Future-Proofing Your Digital Presence
20:43 Conclusion and Contact Information
Key Takeaways:
Resources Mentioned:
🔗Jeff Slater’s article from the July/August issue of Orthodontic Products: From SEO to AEO: The New Rules of Online Visibility for Orthodontists
👤 Guest Bio & Contact Info:
Jeff Slater is the vice president of operations at Kaleidoscope with nearly 15 years of experience in digital marketing for the orthodontic and dental industries. His areas of expertise include SEO, social media, paid search & Internet advertising, Google Business Profiles, location-based marketing, WordPress websites, and online branding.
📧 Email: jeff.slater@thekaleidoscope.com
🌐 Website: https://thekaleidoscope.com
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
Guest:
Cassie Kellner, Founder and Owner of Everbloom
Episode Overview:
In this episode of the Orthodontic Products Podcast, host Alison Werner is joined by consultant Cassie Kellner to explore how the DISC behavioral assessment can be used to build more cohesive orthodontic teams. Cassie breaks down the four DISC personality types—Dominance, Influence, Steadiness, and Conscientiousness—and shares how these insights can help teams understand one another, reduce conflict, and collaborate more effectively. Whether you're launching a startup or managing a long-established practice, DISC offers actionable strategies to strengthen culture and communication.
Chapters:
00:00 Introduction to DISC and Team Dynamics
04:09 Understanding DISC Assessment and Its Categories
09:11 The Benefits of DISC for Teams
13:24 Applying DISC in Startups vs Established Practices
16:36 Building a Thriving Team Culture with DISC
Key Takeaways:
🔹 DISC is a behavior assessment tool that categorizes individuals into four types: Dominance, Influence, Steadiness, and Conscientiousness.
🔹 Understanding DISC can help teams connect on a deeper level and improve workplace dynamics.
🔹 The assessment provides a fun and engaging way for teams to learn about each other.
🔹 Teams of all sizes can benefit from DISC, whether they are new or established.
🔹 DISC helps identify individual motivators and stressors, enhancing communication.
🔹 The tool fosters a safe space for team members to express their needs and preferences.
🔹 Using DISC can lead to a more well-rounded team with diverse strengths.
🔹 Strategies provided by DISC help individuals work effectively with different personality types.
🔹 Building a thriving team culture starts with understanding and valuing each team member.
Resources Mentioned:
📌 Everbloom Culture Building Workshops: https://www.discovereverbloom.com/discworkshop
Guest Bio and Contact Info:
Cassie Kellner is the founder of Everbloom, an orthodontic consulting firm focused on team culture, leadership development, and emotional intelligence. With over two decades of experience in orthodontics—from front-line team member to consultant and coach—Cassie helps practices unlock their people potential. Learn more at https://www.discovereverbloom.com
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
Guests: Andrea Cook and Jackie Dorst
Episode Overview:
Orthodontic consultants Andrea Cook and Jackie Dorst, RDH, BS, join host Alison Werner to explain how misinformation—and simple habit—can derail OSHA and infection-control compliance in an orthodontic practice. They outline the real-world risks (from six-figure fines to failure to attract great new hires), identify reliable sources for up-to-date guidance, and spell out who should own compliance in the office.
Chapters:
00:03 Why “hand-me-down” protocols put practices at risk
04:40 Common misinformation hot spots (Facebook groups, vendor advice)
10:50 Summer hires & the dangers of “just doing sterilization” without training
12:30 Credible resources: AAO Staff Club & Ask ADS AI tool
16:55 What the CDC Oral Health Division closure doesn’t change
22:35 Top three compliance questions Andrea & Jackie hear most
24:00 Dental unit water-line shocks & testing—new state rules in Florida and Georgia
30:15 Financial penalties: $16,000 per OSHA infraction; up to $165k/day for willful violations
38:20 Who should manage OSHA & infection prevention—and how to empower them
42:00 How strong protocols help attract (and keep) quality team members
Key Takeaways:
Resources Mentioned:
💠 AAO Staff Club (annual OSHA & infection-control CE): https://www2.aaoinfo.org/aao-for/staff/
💠 Association for Dental Safety's Ask ADS site (a free AI beta for evidence-based answers): https://www.myads.org/ask-ads
💠 CDC Guidelines for Infection Control in Dental Settings: https://www.cdc.gov/oralhealth/infectioncontrol
💠 Andrea Cook’s OSHA Inspection & CDC Infection Prevention Compliance Checklists: https://www.andreacookconsulting.com/forms-downloads
Guest Bios and Contact Info:
Andrea Cook is a clinical consultant specializing in OSHA compliance, infection-control protocols, and sterilization-room design. Also guides practices on clinical efficiency, workflow development, and technology adoption.
🔗 Website & free checklists: andreacookconsulting.com
Jackie Dorst, RDH, BS, is a microbiologist and dental hygienist with 30+ years of lecturing and consulting on instrument sterilization, infection prevention, and OSHA safety. Frequent AAO speaker and contributor to Orthodontic Products.
📧 safepract@gmail.com | 📱 +1 949-842-1747 | 🔗 https://jackiedorst.com/
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com.
Guest:
Mary Kay Miller, CEO and owner Kaleidoscope
Description:
Align Technology is cracking down on the use of its Invisalign trademark—and orthodontic practices need to pay attention. In this episode, Orthodontic Products Editor-in-Chief Alison Werner sits down with orthodontic marketing expert Mary Kay Miller to explain what this enforcement means for your website, social media, ads, and printed materials.
Whether you're actively offering Invisalign, transitioning to another aligner brand, or just launching your practice, this episode breaks down what you can and cannot do when it comes to using the Invisalign name. Miller walks through real-world examples of what practices have faced, the SEO impact of removing trademarked content, and how to restructure your digital presence without losing visibility.
👉 Topics Covered:
00:00 Introduction to Invisalign Compliance
02:10 Understanding Trademark and Licensing Issues
05:52 Align Technology's Legal Actions Explained
10:19 SEO Implications of Trademark Compliance
15:00 Best Practices for Orthodontic Practices
20:08 Advice for New Practices
23:22 Utilizing Reviews for SEO
✅ Key Takeaways:
💠 Contact Mary Kay Miller at mk.miller@thekaleidoscope.com
🌐 Learn more: https://thekaleidoscope.com
👍 Like this video if it helped
💬 Drop your questions in the comments
🔔 Subscribe for more orthodontic practice insights
#Invisalign #Orthodontics #DigitalMarketing #OrthodonticMarketing #TrademarkCompliance #AlignTechnology #ClearAligners #Orthodontist #seo
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
Host: Alison Werner
Guest: David Cohen, Attorney and Chairman, Cohen Property Law Group
Topic: Protecting Your Practice from Hidden Lease Clauses
In this episode, attorney David Cohen joins host Alison Werner to shed light on the hidden lease provisions that can undermine the profitability, flexibility, and future sale of your orthodontic practice. Cohen, who specializes in dental practice transactions and real estate law, walks through real-world examples and outlines how orthodontists can avoid costly lease mistakes that often go unnoticed until it’s too late.
Drawing on his firm’s experience with over 300 practice transactions annually, Cohen emphasizes why legal review of commercial leases is not optional—it’s a critical strategy for practice stability and growth.
Key Provisions to Watch For:
🔹 Profit-Sharing Clauses: Language that requires you to share a portion of the proceeds from the sale of your practice with the landlord.
🔹 White Box/Restoration Clauses: Requirements to return the premises to its original condition upon leaving, potentially costing tens of thousands of dollars.
🔹 Assignment Restrictions: Terms that make it difficult to assign the lease to a buyer, limiting your ability to sell the practice.
🔹 Relocation Clauses: Provisions that allow landlords to move your practice to another unit, often with insufficient compensation and significant production loss.
🔹 Repair and Replacement Costs: Especially for HVAC systems and other infrastructure; these clauses can leave tenants responsible for expensive replacements.
Practical Advice Covered:
💠 How to negotiate key lease terms in a letter of intent (LOI)
💠 What to do if you’re already locked into an unfavorable lease
💠 How to use lease renewal as leverage for renegotiation
💠 Why attorneys—not brokers—should review legal documents
💠 When to involve a lawyer during the lease process
Timestamps:
00:00 Understanding Hidden Lease Provisions
04:42 Common Hidden Clauses in Dental Leases
09:32 Impact of Hidden Clauses on Practice Sales
13:36 Negotiating Lease Terms Effectively
17:04 Mitigating Risks in Existing Leases
22:08 Best Practices for Lease Negotiation
Contact Information for David Cohen:
📧 Lease-related inquiries: david@cohenpropertylaw.com
📧 Practice sale inquiries: david@cohenlawfirmpllc.com
✅ Don’t forget to like and subscribe.
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📌 Available on all major podcast platforms!
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FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
In this episode of the Orthodontic Products Podcast, sponsored by OrthoFX, host Alison Werner talks with the company's President and Co-Founder Ren Menon about how the company’s full-service platform helps orthodontic practices reduce friction and improve outcomes. Menon highlights OrthoFX’s growing aligner portfolio, including the FDA-cleared AirFlex, designed for shorter daily wear with fewer refinements.
They also discuss OrthoFX’s integrated services—remote monitoring with FXOnTrack, patient financing with FXPay, and marketing support—all designed to simplify practice management. Menon explains how AI powers treatment planning, progress tracking, and retention strategies to keep patients on track and improve long-term results. He also shares OrthoFX’s vision for expanding care access through collaboration with general dentists.
Key Takeaways:
🔹 OrthoFX’s aligners offer faster, more predictable treatment with fewer refinements.
🔹 The full-service platform reduces operational friction with integrated tools.
🔹 AI enhances treatment planning, monitoring, and retention management.
Timestamps:
00:00 – Introduction
00:53 – How OrthoFX’s aligner portfolio has expanded with clinical consistency
02:15 – FDA-cleared AirFlex aligner designed for reduced daily wear
04:35 – Why OrthoFX built a full-service practice support model
07:16 – Meeting evolving patient expectations with flexible treatment options
09:20 – Remote monitoring with FXOnTrack and rescue aligner solution
10:41 – How FXPay improves patient affordability and practice efficiency
11:47 – AI-powered treatment planning and progress tracking
14:19 – AI’s role in post-treatment retention and relapse prevention
15:24 – OrthoFX’s vision for reshaping the orthodontic care model
17:15 – How OrthoFX helps practices expand access through collaboration with GPs
20:58 – How to learn more about OrthoFX’s platform
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
In this episode of the Orthodontic Products Podcast, we discuss the growing role of airway-friendly orthodontics in treating upper airway obstruction and sleep-disordered breathing. Dr Robert "Tito" Norris, an orthodontist with a focus on airway management, explains how orthodontists can go beyond aesthetic treatment and have a significant impact on their patients' overall health and well-being.
Norris shares insights into the clinical signs of airway issues, how to assess patients using tools like CBCT imaging and sleep questionnaires, and the benefits of collaborating with ENT and sleep specialists. He also discusses the treatment modalities available, including the role of MARPE (Mini-Implant Assisted Rapid Palatal Expansion) and how orthodontists can successfully integrate these practices into their existing workflows.
Key topics include:
🔹 The importance of airway assessments in orthodontics
🔹 Identifying signs of upper airway obstruction in adolescent and adult patients
🔹 The role of CBCT and sleep questionnaires in diagnosing airway issues
🔹 Treatment approaches for patients with sleep-disordered breathing
🔹 The impact of early intervention on long-term health outcomes
Norris also highlights valuable resources and training opportunities for orthodontists looking to expand their practice to include airway management as part of their treatment offerings.
Listen to the full episode to learn how integrating airway treatments into your orthodontic practice can improve patient care and health outcomes.
Timestamps:
00:00 – Introduction
01:08 – Dr. Tito Norris’ journey into airway-friendly orthodontics
03:06 – Key signs and symptoms to look for in patients
06:37 – The role of sleep questionnaires in identifying airway issues
08:04 – How CBCT imaging improves airway assessments
10:03 – Identifying anatomical structures related to airway obstruction
12:15 – Using home sleep studies in the diagnostic process
14:02 – Treatment options for patients with sleep apnea
17:17 – Advantages of early treatment in adolescents
19:28 – The decision-making process for adult patients
20:39 – Implementing airway treatment into practice management
23:44 – Building relationships with ENTs and sleep specialists
25:22 – Recommended resources and training for orthodontists
27:17 – Final advice for orthodontists on integrating airway treatments
RESOURCES:
Dr Norris’ three-part article series in Orthodontic Products:
✔️ Airway Friendly Orthodontics Part 1: Diagnosis
✔️ Airway Friendly Orthodontics Part 2: Transverse Treatment
✔️ Airway Friendly Orthodontics Part 3: Anterior-Posterior Solutions
Recommended Airway Management Courses:
🔹 Dr Ilya Lipkin Course
🔹 Dr Marianna Evans Course
🔹 Dr Jeff Rouse Course
🔹 Dr Rebecca Bockow
🔹 Dr Tito Norris Course
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
In this episode of the Orthodontic Products Podcast, host Alison Werner is joined by Dr Roger Levin, CEO of the Levin Group, to break down the findings of the fourth annual Orthodontic Products–Levin Group Practice Performance Survey.
Recorded after recent economic shifts, the conversation places the 2024 data in the broader context of uncertainty and change. Levin discusses how orthodontists can increase production, manage overhead, and prepare their practices for an unpredictable future.
Topics covered include:
📌 Key Takeaway: Whether you're just starting out or planning retirement, this episode offers practical, data-driven guidance to help you adapt and plan ahead.
🔗 Resources & Links
Read the full survey article: https://orthodonticproductsonline.com/practice-management/business-development/findings-from-the-2024-orthodontic-practice-survey/
Learn more about Levin Group: https://levingroup.com
✅ Don’t forget to like, subscribe, and click the bell icon for updates on future episodes.
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
🎙 Host: Alison Werner
🎧 Guest: Dr. Nadia Nizam, orthodontist and private practice owner in Calgary, Alberta
In this episode of the Orthodontic Products Podcast, sponsored by Ormco, host Alison Werner talks with Dr. Nadia Nizam about building a scalable, efficient orthodontic practice while balancing clinical innovation and leadership as a woman in a changing industry. The conversation covers her transition to Spark Aligners, the integration of Ormco’s digital bonding technology, and how she’s streamlined operations to meet today’s staffing and economic challenges.
🔑 3 Key Takeaways:
• Transitioning to Spark Aligners improved treatment efficiency and patient outcomes.
• Ormco’s digital bonding technology helped support a high-volume workflow with a smaller team.
• Economic and staffing pressures are driving practices to prioritize cross-training and scalable systems.
📌 Topics Covered: 00:00 – Introduction
01:12 – Starting a practice while pregnant
02:12 – Creating a niche with aligners
03:09 – Long-standing relationship with Ormco
06:40 – Why she switched to Spark Aligners
09:03 – Integrating Ormco’s digital bonding tech
11:04 – Female leadership in orthodontics
14:31 – Connecting workflow to work-life balance
15:31 – Efficiency and staffing in today’s market
🔗 Learn more at: https://ormco.com/en-us
👍 Don’t forget to like, comment, and subscribe for more episodes focused on helping you build a healthier, more successful orthodontic practice.
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
#Orthodontics #PrivatePractice #SparkAligners #Ormco #WomenInDentistry #OrthodonticWorkflow #DigitalBonding #PracticeOwnership #OrthodonticProductsPodcast
In this episode, sponsored by A-dec, we’re diving into a topic that directly impacts your daily comfort and long-term health: ergonomics in the orthodontic practice. From stools to patient chairs and delivery units, the design of your clinical space can either support your health or contribute to chronic pain and fatigue. If you’ve ever ended the day with neck, shoulder, or back pain—or want to avoid that entirely—this episode is for you.
Joining us is Jeromy Moss, territory manager at A-dec and a certified ergonomics assessment specialist. With nearly two decades of experience helping orthodontists design and optimize their clinical spaces, Moss brings deep expertise in how ergonomics can extend career longevity and improve practice efficiency—for both doctors and their teams.
🔑 3 Key Takeaways:
📍 Visit A-dec at the AAO Annual Session – Booth #3202 to see their ergonomic operatory setup in person.
📺 Additional content: Check out the Orthodontic Products website to see Jeromy Moss demonstrate an ideal stool and operatory setup.
🔗 Learn more at https://www.a-dec.com
👍 Don’t forget to like, comment, and subscribe for more episodes focused on helping you build a healthier, more successful orthodontic practice.
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
👤 Guest: Mary Kay Miller, CEO and Owner of Kaleidoscope
In this episode of the Orthodontic Products Podcast, host Alison Werner talks with Mary Kay Miller about the growing impact of Google’s AI on local business search—and what that means for orthodontic practices.
Miller, a long-time expert in orthodontic marketing, explains how recent changes to Google’s algorithms, security protocols, and business verification systems are affecting how and where practices appear in search results. She breaks down real-world cases where practices lost their Google Business Profile (and hundreds of reviews) due to overlooked verification emails or mismatched information.
Whether you're running a startup or an established office, this episode outlines what you need to know to protect your digital presence.
🔍 What You’ll Learn:
📌 How Google’s AI-driven verification system works—and why it’s catching practices off guard
📌 Why inconsistent business names, addresses, or documentation can lead to dropped listings
📌 What to do (and what to avoid) to keep your Google Business Profile secure and visible
📩 Resources Mentioned:
Kaleidoscope Marketing: https://thekaleidoscope.com
Contact Mary Kay: mk.miller@thekaleidoscope.com
📢 Don’t forget to like, comment, and subscribe for more insights into orthodontic practice growth and digital strategy.
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📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
As orthodontists move through 2025, revenue growth remains a top priority, but outdated and fragmented technology systems continue to hold many large practices and orthodontic support organizations (OSOs) back. In this episode of The Orthodontic Products Podcast, host Alison Werner speaks with Eric Giesecke, CEO of Planet DDS, about how modern, cloud-based practice management systems can help orthodontic practices overcome these challenges.
Together, they discuss:
📌 The major ways legacy systems are limiting operational efficiency and adaptability.
📌 How open-platform technology can drive profitability, improve patient experiences, and streamline workflows.
📌 The critical role of data-driven insights in scaling OSOs.
📌 Why AI will revolutionize practice management, from patient interactions to financial operations.
📌 Key factors to consider when evaluating new technology solutions for long-term success.
If you’re part of a large practice or OSO, this conversation will provide actionable strategies to modernize your technology and future-proof your business in the evolving orthodontic landscape.
Key Takeaways:
🔹 Outdated technology hurts growth – Siloed systems reduce efficiency, complicate patient management, and limit scalability.
🔹 Flexibility is key – Open-platform software allows seamless integration with new AI-driven tools and data analytics.
🔹 Patient experience matters – Modern tools improve engagement, increase case acceptance, and drive revenue.
🔹 AI is changing the game – From ceph tracing to automated financial management, AI is making software more intuitive and efficient.
🔹 Choose the right tech partner – Practices should seek scalable, open, and data-centric platforms to stay competitive.
📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
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LINKEDIN: https://www.linkedin.com/company/ortho-products/
In this episode of the Orthodontic Products Podcast, host Alison Werner speaks with Cassie Kellner, founder of Everbloom, an orthodontic consulting firm. With over 20 years of experience in the orthodontic field, Cassie discusses why private practices should rethink their onboarding approach. She highlights the differences between training employees with and without orthodontic experience, the pitfalls of outdated onboarding documents, and how video and digital tools can streamline training.
Key Topics Covered:
Key Takeaways:
🔗 Learn more about Cassie Kellner and her consulting work at https://www.discovereverbloom.com/
📌 Available on all major podcast platforms!
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/
Join host Alison Werner as she speaks with Dr Colby Gage, a board-certified orthodontist and founder of LevelUp Orthodontics in Parker, Colo. In this episode, sponsored by Ormco, Gage shares his insights on how digital workflows and data-driven strategies are transforming orthodontic practices. He discusses the impact of Ormco’s product innovations, including the Damon Ultima bracket, Spark aligners, and digital bonding systems, and how these tools help improve efficiency, patient outcomes, and overall practice management.
Key Topics Covered:
Key Takeaways:
More About Our Guest: Dr Colby Gage is an orthodontic faculty member at Western University of Health Sciences and an Ormco insider. He lectures on digital orthodontic systems and practice management, helping orthodontists integrate innovative solutions into their workflows.
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VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/
SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform
INSTAGRAM: https://www.instagram.com/orthoproductsmag/
FACEBOOK: https://www.facebook.com/OrthoProducts/
LINKEDIN: https://www.linkedin.com/company/ortho-products/