“Literally 20 million pounds.”
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the challenges and experiences of transitioning from an associate to a practice owner, the importance of innovative approaches in orthodontics, and the growing focus on sustainability within the industry. Madeleine introduces her initiative, the Tiny Changes Recycling Program, aimed at reducing plastic waste in orthodontic practices. The conversation highlights the significance of collaboration and the future of sustainability in orthodontics.


Connect With Our Guest

Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com


Takeaways

• Sustainability is becoming a crucial focus in orthodontic practices.
• The Tiny Changes Recycling Program aims to reduce plastic waste in orthodontics.
• Collaboration between orthodontists and pediatric dentists enhances patient care.
• Younger doctors are more inclined towards sustainable practices.
• Educating patients about treatment options is essential in today's information age.
• The recycling program is a marketing tool that resonates with environmentally conscious patients.
• Small changes in practice can lead to significant impacts on sustainability.

Chapters
00:00 Introduction
01:53 Switching Gears: Sustainability in Orthodontics
03:52 The Journey to Eliminating Plastic Bags
04:58 Invisalign Recycling Initiative
06:50 Challenges and Progress in Sustainability
11:33 Tiny Changes Program Details
17:35 Subscription-Free Box Program
18:17 Sponsorship Challenges and Responsibilities
21:11 The Impact of Recycling in Orthodontics
23:01 Future Vision for Sustainability
26:03 Expanding Tiny Changes
29:28 Wrapping Up and Contact Information

Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"We decided to start our own practice."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary

In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the importance of early treatment and airway management and the challenges of navigating differing opinions in the dental community. The conversation highlights the need for collaboration, education, and innovative practices in the field of orthodontics. 


Connect With Our Guest

Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com


Takeaways

• Dr. Goodman’ss journey into orthodontics was influenced by her father's career.
• She started her own dual speciality practice after gaining experience in various orthodontic settings.
• Maddie emphasizes the importance of early treatment and airway management.
• She highlights the challenges of navigating differing opinions in the dental community.

Chapters
 
00:00 Introduction
02:04 Dr. Goodman's Journey into Orthodontics
04:26 Starting a Dual Specialty Practice
06:59 Challenges and Decisions in Practice Ownership
09:53 Focus on Early Airway Intervention
14:47 Collaborative Care and Practice Philosophy
16:21 Navigating Patient and Professional Relationships
31:30 How to Get in Touch and Learn More
33:49 Speed Round and Closing Remarks

Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"Hiring for fit is crucial; training can follow."

Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, Jill Allen and Alan Twigg discuss the challenges of hiring and retaining employees in the tight labor market, emphasizing the importance of workplace culture, reference checks, and performance management. They explore best practices for onboarding, the necessity of background checks, and the complexities of HR compliance in today's evolving landscape. The discussion highlights the need for introspection when addressing employee performance issues and the significance of regularly updating HR policies to ensure compliance.


Connect With Our Guest

Bent Ericksen & Associates - https://bentericksen.com


Takeaways

• Most people don't enter business to deal with HR issues.
• Hiring for fit is crucial; training can follow.
• A strong workplace culture helps retain employees.
• Reference checks should focus on former employers, not personal references.
• Background checks are essential in today's labor market.
• Addressing poor performance early is key to retaining good employees.
• Introspection is important when dealing with underperforming staff.
• A structured approach to performance management can yield positive results.
• HR compliance is increasingly complex and varies by state.
• Regularly updating employee manuals is essential for compliance.

Chapters
 
00:00 Introduction and Guest Introduction
01:38 Welcoming Alan Twigg
02:13 Background of Bent Ericksen and Associates 
05:27 Challenges in Hiring and Retaining Employees
09:33 Importance of Reference and Background Checks
23:08 Addressing Poor Performance in the Workplace
24:37 Addressing Toxic Employees
25:31 Introspection and Onboarding
27:05 Performance Standards and Expectations
29:04 Commitment to Change
33:25 HR Compliance and Legal Nuances
37:07 Staying Updated with Employment Laws
38:16 The Value of HR Compliance
42:04 Final Thoughts and Contact Information

Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"Staffing is the most challenging part."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary

In this episode of Hey Docs, Dr. Dan Pan and Dr. Fiona Shi from Emerald City Orthodontics share their inspiring journey from residency to starting their own practice. They discuss the challenges and triumphs of launching a startup in a competitive market, the importance of branding and patient experience, and the financial realities of their first year. The couple emphasizes the significance of teamwork, adaptability, and leveraging technology to create a unique practice that stands out in the orthodontic field. 


Connect With Our Guest

Emerald City Orthodontics - https://www.ecortho.io


Takeaways

• Both Dan and Fiona met during their residency and share a strong background in dentistry.
• They decided to start their practice together after gaining experience in various settings.
• The couple emphasizes the importance of having a clear vision for their brand and patient experience.
• They took an unconventional approach by diving 100% into their startup without maintaining associate jobs.
• Building a strong online presence and community engagement was crucial before opening their practice.
• They faced significant challenges in staffing and training new team members without prior experience.
• The couple believes in the importance of a seamless patient experience to stand out in a competitive market.
• They chose to go digital from the beginning to streamline operations and enhance scalability.
• Dan and Fiona highlight the need for continuous learning and adaptation in their practice.
• They aspire to create a strong referral network by collaborating with other dental professionals.

Chapters
 
00:00 Introduction to Emerald City Orthodontics
01:07 Journey from Residency to Practice
04:52 Deciding to Start a Practice Together
10:53 Navigating Competition in a New Market
18:52 Building a Unique Brand Experience
21:59 Financial Realities of Year One
26:54 Building a Trusting Team
29:35 Hiring for Potential Over Experience
31:48 Training and Developing Staff
35:07 Lessons Learned in the First Year
36:15 Embracing Digital Transformation
42:30 Connecting with Emerald City Orthodontics

Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"Learn it till you earn it."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary

In this engaging conversation, John D Marvin shares his extensive experience in healthcare and leadership, emphasizing the importance of understanding consumer behavior, building strong teams, and the mindset necessary for success. He discusses the misconceptions young professionals have about leadership, the significance of mentorship, and the need for continuous learning. John also highlights the role of personal reflection in developing a positive mindset and effective leadership skills. 


Connect With Our Guest

John D. Marvin - john@themarvingroup.net

Takeaways

• Understanding consumer behavior is crucial for success in healthcare.
• Building a strong team is essential for a thriving practice.
• Leadership is a team sport, not a one-man show.
• Young professionals should seek mentorship and be coachable.
• Customer service is often the key to patient satisfaction.
• Investing in your team leads to long-term success.
• Mindset plays a critical role in overcoming challenges.
• Personal reflection helps in developing leadership skills.
• Continuous learning is necessary for growth in leadership.
• It's okay to admit you don't know everything.

Chapters
00:00 Introduction to John D Marvin
06:09 Understanding the Role of Young Professionals
14:56 The Importance of Team Dynamics
22:54 Investing in Your Team for Long-Term Success
26:42 Building a Team for Success
27:29 Leadership Lessons for New Professionals
35:30 Mindset: The Inner Game of Leadership
42:02 The Importance of Reflection in Leadership

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"Identify where you don't want to go."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill chats with Kent Miller to dive into the intricacies of demographics and market analysis within the dental industry, particularly focusing on orthodontic practices. Kent shares his journey from urban planning to founding Dentagraphics, emphasizing the importance of understanding market needs, sustainability, and competition when planning for startups or acquisitions. They discuss the significance of evaluating potential locations, the role of data in decision-making, and the innovative tools offered by Dentagraphics to assist practitioners in making informed choices.


Connect With Our Guest

Dentagraphics - https://www.dentagraphics.com/


Takeaways

• Kent Miller is the founder of Dentagraphics, specializing in market analysis for the dental and orthodontic industry.
• Understanding the market for care is crucial for orthodontic practices.
• Sustainability and alignment with personal vision are key for practice success.
• Saturation in a market does not necessarily mean failure for practices.
• Identifying areas to avoid is as important as finding good locations.
• New construction does not guarantee growth; infrastructure matters.
• The right demographics must align with the practice's target audience.
• Data should inform decisions, but it is not the only factor to consider.
• Dentagraphics offers innovative tools for demographic analysis and market insights.
• Entrepreneurship in the dental field requires careful planning and data-driven decisions.

Chapters
00:00 Introduction to Kent Miller and Dentagraphics
03:09 Understanding Market Analysis in Orthodontics
06:00 Key Concepts for Startup and Acquisition Planning
09:01 Evaluating Potential Locations for Practices
12:06 The Role of Real Estate in Practice Success
15:03 Analyzing Competition and Market Dynamics
18:14 Metrics for Success in Orthodontic Practices
22:25 Understanding Demographics in Orthodontics
26:07 The Importance of Growth and Infrastructure
30:29 Navigating Urban vs. Suburban Practices
34:40 Data-Driven Decision Making for Practices
38:16 Innovative Tools for Demographic Analysis
43:05 Final Thoughts and Resources

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"It's about that team mentality."
 
Connect With Our Sponsors 
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Dr. Scott Sakowitz shares his entrepreneurial journey from starting escape rooms to opening multiple dental practices. He discusses the challenges and lessons learned from managing multiple locations, the importance of delegation, and building a strong practice culture. The conversation also touches on work-life balance, hiring practices, and the significance of continuous education in maintaining growth. Dr. Sakowitz emphasizes the need for a supportive team and the value of celebrating successes together.
 
Connect With Our Guest
 
Sakowtiz Smiles Orthodontics - https://orlandoorthodontics.com/
heydocs@sakowtizsmiles.com 


Takeaways

• Dr. Sakowitz's journey began with escape rooms before transitioning to dental practices.
• Opening multiple practices simultaneously can lead to accelerated growth.
• Delegation is crucial for managing multiple locations effectively.
• Work-life balance is essential for maintaining personal well-being.
• Building a strong practice culture requires intentional effort and team engagement.
• Hiring the right employees is a process that evolves over time.
• Celebrating team successes fosters a positive work environment.
• Continuous education is vital for business growth and adaptation.
• Understanding the importance of time management can enhance productivity.
• Creating a supportive team dynamic is key to overcoming challenges.

Chapters
 
00:00 Introduction and Background
02:30 Entrepreneurial Journey and Practice Ownership
04:42 Challenges and Triumphs of Opening Multiple Practices
10:18 Lessons Learned from Startup Experiences
14:50 Expanding to a Satellite Practice
20:03 The Importance of Delegation and Team Structure
23:41 Continuous Growth and Improvement
25:56 Balancing Work and Personal Life
32:21 Building a Strong Practice Culture
34:30 Hiring for the Right Fit
35:40 Evolving Employee Dynamics
40:48 Empowering Team Members for Success 

Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"You need to understand what you're about to sign."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Rob Montgomery shares his extensive experience in legal work focused on the dental and orthodontic space. He emphasizes the importance of legal guidance for young dentists, particularly when navigating contracts, lease agreements, and partnerships. Rob discusses common pitfalls in lease agreements, the significance of understanding personal guarantees, and the challenges associated with associate agreements and partnerships. He also addresses the misconceptions surrounding DSOs and encourages young dentists to pursue ownership opportunities while being mindful of the legal implications of their decisions.


Connect With Our Guest

Robert H. Montgomery, III, Esquire, P.C. - https://www.yourdentallawyer.com


Takeaways

• Rob Montgomery has been practicing law for 30 years, focusing on the dental field.
• Young dentists must understand the importance of legal guidance when entering contracts.
• Lease agreements can be complex and often favor landlords, requiring careful review.
• Personal guarantees in leases can pose significant risks for practice owners.
• Associate agreements should clearly outline paths to partnership to avoid future disappointments.
• Partnerships and buy-ins are often the riskiest transactions in dental practices.
• Minority buy-ins in DSOs can lead to unfavorable conditions for dentists.
• Dentists should not feel pressured to work for DSOs; ownership opportunities still exist.
• Having a strong legal and financial team is crucial for success in dental practice ownership.
• Understanding the business side of dentistry is as important as clinical skills.

Chapters
00:00 Introduction and Background of Rob Montgomery
02:53 The Importance of Legal Guidance for Young Dentists
06:00 Understanding Lease Agreements and Common Pitfalls
09:11 Navigating Associate Agreements and Partnerships
11:58 The Risks of Practice Buy-Ins and Partnerships
24:04 Understanding DSO Partnerships and Their Implications
31:17 Navigating Associateship Agreements and Partnership Promises
38:40 Advice for Young Dentists in a DSO-Dominated Market 
 
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

"You have to win on Google first."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill and Savvy explore the intricacies of orthodontic marketing, emphasizing the importance of building a strong brand foundation, leveraging online reviews, and utilizing social media effectively. Savvy shares insights on the evolving landscape of marketing, including the significance of “EEAT” (Experience, Expertise, Authority, Trust) in content creation and the necessity of authenticity in video marketing. The discussion also highlights the role of technology in enhancing marketing strategies and the importance of continuous growth in business.


Connect With Our Guest

Brain Bytes - https://www.brainbytescreative.com/


Takeaways

• Building a strong brand foundation is crucial for orthodontic practices.
• Marketing strategies should evolve with the practice's growth and authenticity.
• Online reviews significantly impact patient trust and practice visibility.
• EEAT (Experience, Expertise, Authority, Trust) is essential for effective online marketing and SEO.
• Video content is key for social media engagement and reach.
• Practices should focus on creating a positive customer experience to drive reviews.
• Technology can streamline marketing efforts and improve lead management.
• Authenticity in marketing helps build trust with potential patients.
• Continuous growth is necessary for long-term success in business.

Chapters
 
00:00 From Film to Orthodontic Marketing: A Unique Journey
03:12 Building a Strong Marketing Foundation for Orthodontic Practices
05:57 Understanding Brand Tiers in Orthodontics
09:08 The Importance of Authenticity in Branding
11:59 The Role of Online Reviews in Marketing Strategy
15:00 The Impact of Reviews on Consumer Trust and SEO
17:59 EEAT: The New SEO Paradigm for Orthodontists
23:18 The Importance of Authenticity in Marketing
27:13 Harnessing Social Media for Patient Engagement
34:01 Building a Smart Tech Stack for Practices
41:33 Speed Round Insights and Final Thoughts 
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.
   
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   

“Everything we do is a habit.”
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Lesley Logan shares her transformative journey from a corporate job to becoming a Pilates instructor and coach. She discusses the importance of prioritizing oneself, overcoming perfectionism, and creating space for personal and professional growth. Lesley emphasizes the need for effective goal setting and building habits that lead to success, while also addressing the challenges faced by business owners, particularly in high-pressure environments. The discussion is filled with practical strategies and insights that resonate across various industries, making it a valuable resource for anyone looking to enhance their personal and professional lives.


Connect With Our Guest

Lesley Logan - https://lesleylogan.co
https://onlinepilatesclasses.com/


Takeaways

• Lesley's journey began with a corporate job that didn't fulfill her.
• Pilates helped Lesley connect with herself and discover her true desires.
• Helping others prioritize themselves leads to better relationships and work environments.
• Perfectionism can hinder progress and should be managed with kindness.
• Creating space in your schedule is essential for personal growth.
• Goals should be broken down into actionable steps that fit into your schedule.
• Outsourcing tasks can free up time for more important activities.
• Building habits requires starting small and being consistent.
• Motivation is not always reliable; focus on creating systems instead.
• Your unique perspective and passion are what set you apart in your field.

Chapters
00:00 Lesley's Journey to Pilates and Self-Discovery
06:11 The Impact of Perfectionism on Business Owners
12:01 Navigating the Challenges of Entrepreneurship
17:53 Creating Space for Self-Care and Growth
24:20 Outsourcing for Efficiency
27:51 Evaluating and Prioritizing Tasks
30:16 The Importance of Delegation
34:21 Setting and Achieving Goals
39:50 Building Effective Habits 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"Before and afters are crucial for trust." 

Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Kayvan Mott, co-founder of The DocSites, shares insights on effective marketing strategies for orthodontic practices. He discusses common mistakes made by orthodontists, the importance of a strong online presence, and how to leverage reviews and testimonials to build trust. Kayvan emphasizes the significance of SEO and Google Ads in attracting patients, as well as the need for effective landing pages. He also provides guidance on choosing the right marketing partner and the importance of transparency in marketing efforts.


Connect With Our Guest

The DocSites - https://www.docsites.com


Takeaways

• Orthodontists often have a 'set it and forget it' mentality towards marketing.
• Proactive marketing leads to better results for orthodontic practices.
• Websites should focus on building trust and showcasing reviews.
• Convenience features on websites can prevent losing potential patients.
• Internal tracking of patient sources is crucial for effective marketing.
• Google My Business profiles are essential for visibility.
• Quality backlinks are more valuable than numerous low-quality links.
• Landing pages should be tailored to match ad content for better conversion.
• Understanding the importance of reviews can significantly impact practice visibility.
• Choosing a marketing partner requires assessing their experience and transparency.

Chapters
 
00:00 Introduction to Kayvan Mott and The DocSites
02:31 Common Marketing Mistakes in Orthodontics
05:59 The Importance of a Strong Website
11:53 Leveraging Reviews and Testimonials
17:58 The Future of SEO and Online Marketing
23:40 The Importance of Quality Links
24:47 Optimizing Your Google Business Page
26:54 The Role of Blogging in SEO
27:17 Understanding Google Ads and Patient Quality
29:20 Preparing Your Practice for Advertising
31:48 Maximizing Google Ads Effectiveness
34:47 The Power of Landing Pages
37:11 Choosing the Right Marketing Partner 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"You need to have someone that owns it."
 
Connect With Our Sponsors
OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and future trends in orthodontic software. Jake emphasizes the need for practices to adapt to changing technologies and patient expectations while providing advice on selecting the right software for individual needs.


Connect With Our Guest

Greyfinch - https://greyfinch.com/


Takeaways

• Jake has been in the dental and orthodontic space for almost 20 years.
• GreyFinch aims to change the practice management landscape.
• AI is disrupting traditional orthodontic practices by improving efficiency.
• Automation can help practices reduce staffing needs and improve workflows.
• Open APIs allow for better integration with third-party tools.
• Practices need to identify bottlenecks to improve efficiency.
• The future of orthodontics will heavily involve AI and automation.
• It's essential to have a champion in the office for practice management software.
• Practices should focus on what their patients want, not just what they want.
• Choosing the right practice management software is crucial for long-term success.

Chapters
00:00 Introduction to Jake and GreyFinch
02:51 The Impact of AI on Orthodontics
05:58 Maximizing Practice Management Software
08:53 Automation in Dental Practices
12:05 Understanding and Implementing New Features
15:01 Identifying Bottlenecks and Workflow Efficiency
20:34 Automating Collections and Workflow Efficiency
21:37 Understanding Open APIs and Integrations
24:10 Future-Proofing Your Practice Management Software
25:55 The Role of AI in Practice Management
28:38 Adapting to Change in the Orthodontic Industry
31:55 Key Considerations for Choosing Software
35:32 Final Thoughts and Industry Trends 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   

New episodes drop every Thursday!   


Episode Credits: 
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

“You just have to be yourself."
 
Connect With Our Sponsors

OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/ 
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Dr. Grant Severs shares his journey into orthodontics, detailing the challenges he faced when starting his own practice after a deal fell through. He emphasizes the importance of authenticity, delegation, and building a strong team. Grant discusses the lessons learned in his first two years of practice, including the significance of patience and the need for continuous learning. He also shares his personal mantras that guide his professional life and offers advice for those starting their own practices.


Connect With Our Guest

Severs Orthodontics - https://www.seversorthodontics.com


Takeaways

• Grant's journey into orthodontics began with a family friend who mentored him.
• The importance of having a backup plan when starting a practice.
• Building a team and delegating tasks is crucial for success.
• Authenticity in branding and patient care is essential.
• Patience is key; success takes time and effort.
• Learning from mistakes is part of the growth process.
• Communication with team members helps solve problems effectively.
• It's important to have a support network of colleagues.
• Embracing imperfections in practice leads to better patient care.
• Continuous learning is vital for personal and professional development.

Chapters
 
00:00 Introduction to Dr. Grant Severs
02:49 Journey into Orthodontics
06:10 The Challenge of Starting a Practice
09:05 Navigating the First Year of Practice
12:00 The Importance of Delegation
15:05 Mind Shifts in Year Two
18:00 Building a Practice Culture
21:06 Authenticity in Business
24:40 Building a Memorable Brand
27:17 Lessons from Humbling Experiences
30:02 The Value of Startups vs. Associateships
33:37 Continuous Learning and Networking
36:22 Key Mantras for Success
41:36 Encouragement for New Practitioners 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"Relationships are what sell orthodontics."
 
Connect With Our Sponsors
OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill hosts Beth and Jeff, two seasoned experts in orthodontic marketing. They share their journeys in the industry, the formation of their company, Orthodontic Revolution, and the importance of referrals in driving patient acquisition. The discussion delves into leveraging technology and AI to enhance patient experiences and marketing strategies, while also addressing cringe-worthy practices and the significance of branding. The episode concludes with a speed round of insightful questions, offering valuable advice for orthodontic professionals.


Connect With Our Guest

Orthodontic Revolution - https://orthodonticrevolution.com/


Takeaways

• Beth has over 25 years of experience in orthodontic marketing.
• Jeff and Beth met while working with Align Technology.
• Orthodontic Revolution combines their strengths in marketing and technology.
• Referrals account for 80% of patient acquisition in orthodontics.
• AI can enhance patient experiences and streamline operations.
• Branding is crucial for long-term success in orthodontics.
• Many practices overlook the importance of professional marketing expertise.
• Cringe-worthy marketing practices can harm a practice's reputation.
• Technology should be integrated thoughtfully into marketing strategies.
• Building relationships is key to successful orthodontic marketing.

Chapters
00:00 Introduction to Industry Experts
02:53 The Journey into Orthodontic Marketing
06:04 The Birth of Orthodontic Revolution
09:00 The Evolution of Marketing in Orthodontics
12:00 Understanding Patient Referrals
14:59 Innovative Technologies in Orthodontic Marketing
18:00 Referral Retriever: A New Approach
21:08 Creating Magic Moments for Referrals
24:00 The Future of Orthodontic Marketing
31:55 Engaging Patients Through Technology
33:53 The Role of AI in Orthodontics
38:58 AI's Impact on Patient Experience
44:01 Marketing Trends and Challenges
55:06 The Future of Branding in Orthodontics 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"Trust but verify the facts."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this episode, Jill Allen interviews dental attorney Levi Barlavi, who shares insights on the importance of understanding the 'why' behind practice ownership, the emotional readiness required for new business owners, and the risks involved in starting or acquiring a practice. Levi emphasizes the need for a supportive team and the value of asking for help, while also discussing common mistakes made by first-time buyers. The conversation also touches on Levi's rebranding to Polished Legal and the importance of continuous growth and adaptation in the dental industry.


Connect With Our Guest

Polished Legal - https://www.polishedlegal.com


Takeaways

• Understanding your 'why' is crucial for practice ownership.
• Having a clear vision can guide your career decisions.
• Emotional readiness is key when starting a business.
• Risk is inevitable; understanding it is essential.
• First-time buyers should seek experienced counsel.
• Don't hesitate to ask for help from mentors.
• Trust but verify during negotiations.
• A good negotiation should feel uncomfortable for both parties.
• Less than 1% of bank loans default, indicating manageable risk.
• Surround yourself with supportive cheerleaders.

Chapters
 
00:00 Introduction to Dental Law and Practice
02:14 Understanding the 'Why' Behind Practice Ownership
06:37 Emotional Readiness for Business Ownership
10:14 Evaluating Risks in Practice Ownership
17:57 Common Mistakes for First-Time Buyers
22:30 Navigating Early Career Challenges
22:59 The Importance of Asking Hard Questions
23:59 Due Diligence in Business Transactions
25:12 Negotiation as a Collaboration
27:54 The Value of Rejection in Business Deals
29:02 Rebranding for Growth and Expansion
30:01 The Journey of Entrepreneurship
34:57 Advice for Aspiring Practice Owners
41:00 Speed Round Insights 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"I was getting very burnt out."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Dr. Liz shares her inspiring journey to becoming an orthodontist, detailing her unexpected entry into the field, the challenges she faced while transitioning from New York to opening her own practice in Asheville, and the health issues that arose during this time. She emphasizes the importance of community, authenticity, and resilience in overcoming adversity, and discusses her unique marketing strategies that helped her establish a strong presence in her new location. Dr. Liz's story is a testament to the power of perseverance and the impact of genuine connections in both personal and professional realms.


Connect With Our Guest

Everyday Orthodontics - https://www.everydayortho.com


Takeaways

• Dr. Liz's journey to orthodontics was unexpected and filled with challenges.
• She emphasizes the importance of community and patient care in her practice.
• Overcoming health challenges taught her resilience and determination.
• Authenticity in marketing helped her connect with the community.
• Building a practice requires hard work and dedication, especially in the face of adversity.
• Dr. Liz's unique approach to patient consultations fosters trust and comfort.
• She believes in the power of genuine interactions with patients.
• The support of mentors and peers is crucial in navigating the challenges of practice ownership.
• Dr. Liz's experience with a natural disaster highlighted the strength of community support.
• Staying true to oneself is essential for success in any field.

Chapters
00:00 Journey to Orthodontics: A Serendipitous Path
10:00 Transitioning from New York: The Decision to Open a Practice
19:03 Overcoming Adversity: The Challenges of Opening a New Practice
25:54 Health Challenges: A Personal Battle
33:54 Building a New Life: Marketing and Growing the Practice
35:17 Navigating the First Year: Challenges and Triumphs
51:25 Community Resilience: Overcoming Adversity Together
58:00 Reflections and Advice: Embracing the Journey 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"We can't just run an office in chaos."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/

Summary
 
In this episode, Jill and Casey Bull discuss the importance of effective team management and goal setting in orthodontic practices. Casey shares insights on implementing OKRs (Objectives and Key Results) to enhance team performance and accountability. They explore the concept of '10 state' to define excellence in roles, the significance of structured team meetings, and the need to prioritize big goals over daily tasks. The conversation emphasizes fostering a culture of accountability while maintaining a supportive environment for team members.


Connect With Our Guest

CascadEffects - https://www.cascadeffects.com


Takeaways

• Casey Bull emphasizes the need for impactful change in orthodontic practices.
• OKRs help clarify objectives and measure progress effectively.
• Leading KPIs are crucial for proactive management.
• Defining a '10 state' helps teams strive for excellence.
• Structured meetings enhance team accountability and focus.
• Rocks and sand analogy illustrates prioritization of goals.
• Accountability should be framed as support, not criticism.
• Self-care is essential for productivity and balance.
• Open-mindedness can lead to better practices and outcomes.
• Effective communication tools can streamline team interactions.

Chapters
00:00 Introduction to Cascade Effects and Casey's Journey
03:07 Understanding OKRs in Orthodontic Practices
06:00 Implementing OKRs: Practical Steps for Success
08:55 The Importance of Measuring Team Performance
11:58 Defining the 10 State: A New Approach to Goal Setting
19:29 Understanding the Big Picture in Team Dynamics
21:26 The Importance of Structure and Goal Setting
22:54 Effective Team Meetings: Engaging Everyone
25:54 Navigating Team Accountability and Feedback
29:01 Implementing Rocks: Prioritizing Big Objectives
33:11 Balancing Accountability and Team Autonomy 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    

If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"We do not want to try to time the market."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success.
 
Connect With Our Guest
 
Cain Watters - https://www.cainwatters.com


Takeaways

• Brittany Frazier is a financial planner and CPA at Cain Watters.
• The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.
• Women tend to invest for security and specific goals, while men prioritize performance.
• Education is key to building confidence in financial decision-making for women.
• Women often take longer to make investment decisions compared to men.
• The importance of aligning financial plans with individual and couple goals.
• Advisors should help clients define short-term, mid-term, and long-term goals.
• Women are less confident in financial decisions than men, leading to under-investing.
• It's crucial to understand the different investment strategies of men and women.
• Delegation is important for personal and professional growth.

Chapters
00:00 Introduction to Brittany Frazier and Cain Watters
03:03 The Evolution of Financial Planning for Women
05:53 Understanding the Great Wealth Transfer
09:03 Women and Financial Confidence
11:51 Investing Strategies: Women vs. Men
14:58 The Importance of Education in Financial Planning
17:56 Generational Shifts in Financial Perspectives
21:15 Understanding Couples' Perspectives in Financial Advising
23:09 Defining Goals and Values in Financial Planning
25:33 Investing with Purpose: Time Horizon and Risk Tolerance
27:51 The Importance of Financial Advisors
31:31 Mindset Blocks for Women in Investing
34:44 Overcoming Fear in Financial Decisions
37:27 The Importance of Long-Term Investment Strategies
40:34 Final Thoughts and Speed Round Insights 


Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    

If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   

New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"You can't base it strictly on price."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill and Joseph Ross discuss the evolution of orthodontic office design, emphasizing the importance of space optimization, equipment quality, and layout considerations. Joe shares insights on the changing needs of orthodontic practices, including the shift from traditional waiting rooms to more efficient designs. They also explore the pros and cons of fixed versus mobile carts, cost factors in building clinics, and the significance of planning for future expansions. Joe offers valuable advice for new orthodontic practices and highlights common mistakes to avoid in office planning. The discussion concludes with a look at future trends in orthodontic design and a fun speed round with Joe.
 
Connect With Our Guest
 
Ross Orthodontic - https://rossorthodontic.com


Takeaways

• Joe Ross has been in the orthodontic equipment industry since 1981.
• The design of orthodontic offices has evolved significantly over the years.
• Space optimization is crucial in orthodontic practice design.
• A minimum of 300 square feet per chair is recommended for orthodontic offices.
• Fixed carts are preferred for their clean look and functionality.
• Cost factors for building clinics vary greatly by location and design choices.
• Quality equipment is essential for long-term success in orthodontics.
• Planning for future expansions is important when designing a new office.
• Common mistakes include improper layout and insufficient sterilization areas.
• Listening is often more valuable than speaking in professional settings.

Chapters
 
00:00 Introduction to Joseph Ross and Ross Orthodontic
02:55 Evolution of Orthodontic Office Design
05:59 Space Requirements for Orthodontic Practices
08:56 Chair and Unit Layout Considerations
11:55 Changes in Patient and Family Dynamics
14:56 Fixed vs. Mobile Carts in Orthodontics
17:58 Cost Factors in Office Build-Outs
20:55 Equipment Budgeting and Selection Tips
21:19 Investing in Quality Equipment
25:10 The Importance of Durable Design
29:06 Navigating Office Expansion Decisions
33:09 Common Mistakes in Office Design
36:37 Future Trends in Orthodontic Design 


Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

Reach out to me- www.practiceresults.com.    

If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   

New episodes drop every Thursday!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

"AI receptionists are the future."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/

Summary
 
In this episode, Richard May, VP of Business Development at Mango Voice, discusses the evolution of communication in orthodontics, the integration of AI in patient interactions, and the importance of technology in enhancing customer experience. He shares insights on how Mango Voice is revolutionizing the way orthodontic practices manage calls and communicate with patients, emphasizing the role of AI in improving efficiency and training. Additionally, Richard addresses the regulatory aspects of call recording in the healthcare industry. In this conversation, Richard May discusses the importance of compliance and security in healthcare communication, highlighting Mango's commitment to HIPAA compliance and data protection. He explores trends in call management, emphasizing the shift towards more sophisticated systems that enhance patient interaction. The discussion also covers innovative features of Mango's phone system, including after-hours call forwarding and the use of AI receptionists. Richard concludes with advice for young professionals, encouraging them to embrace opportunities, even when they seem daunting.


Connect With Our Guest
 
Mango Voice - https://mangovoice.com/


Takeaways

• Mango Voice provides VoIP services specifically for healthcare professionals.
• The importance of timing in career opportunities and business success.
• AI is transforming communication in orthodontics by enhancing patient interactions.
• Mango AI analyzes phone calls to provide sentiment analysis and call summaries.
• AI tools can save time for front office staff and improve patient care.
• Effective communication is crucial for converting leads into patients.
• Mango Voice integrates with various orthodontic software for seamless operations.
• Call recordings are essential for training and improving team performance.
• Regulations around call recording vary by state and require compliance.
• AI should be viewed as a tool to enhance, not replace, human roles. Mango is committed to compliance and security in healthcare communication.
• The company offers customizable solutions for different practice needs.
• Mango's phone system includes features like after-hours call forwarding and missed call text messages.
• AI receptionists are becoming a significant trend in the industry.
• Practices can evaluate their call management effectiveness with Mango's tools.
• Mango ensures patient information is kept private and secure.
• The company aims to make communication light and stress-free for users.
• Missed calls can be turned into opportunities with the right system in place.
• It's essential for practices to consider their call flow and answer rates.
• Young professionals should take opportunities that challenge them.

Chapters
 
00:00 Introduction to Richard May and Mango Voice
03:01 The Evolution of Communication in Orthodontics
05:54 Harnessing AI for Enhanced Patient Interaction
08:55 The Role of AI in Call Management
12:01 Improving Team Performance with AI Insights
14:55 Integrating Technology for a Better Patient Experience
18:09 Navigating...