Dental Wealth Podcast

In this special Impact Summit Series episode of the Dental Wealth Podcast, Eric J. Morin connects with Matt Ornstein for a conversation about the challenges and opportunities facing dental practice owners as the industry continues to evolve.

Eric and Matt dig into what it takes to build a stronger, more scalable dental business and why practice owners need to think beyond simply increasing production. The conversation explores the decisions, strategies, and leadership required to navigate a changing dental landscape while continuing to create meaningful growth and long-term value.

As dental practices face increasing pressure from competition, staffing challenges, changing patient expectations, and a rapidly evolving industry, the ability to make better decisions and build a business designed for the future has never been more important.

Matt will bring this perspective to the Tower Impact Summit, joining some of the industry's leading voices for two days focused on growth, leadership, strategy, and wealth creation.

In this episode, you'll hear about:

• The future of dental practice growth
• The challenges practice owners need to prepare for
• Why scaling requires more than simply increasing production
• The decisions that can create greater enterprise value
• How leaders can position their practices for the next stage of growth
• What dental entrepreneurs should be thinking about now

The future of dentistry is changing. The practices that adapt, make better decisions, and execute with intention will be the ones positioned to lead.

In this special Impact Summit Series episode of the Dental Wealth Podcast, Eric J. Morin sits down with Jeremy Krell, Founder and Managing Partner of Revere Partners, to discuss the opportunities shaping the future of dentistry and what practice owners need to understand if they want to build meaningful wealth.

Jeremy brings a unique perspective from the investment side of healthcare, sharing insights into where capital is moving, how technology is changing the dental industry, and why dentists who understand the business beyond the operatory will be positioned to create significantly more value.

The conversation goes beyond simply growing production. Matthew and Jeremy explore what makes a dental business attractive, how owners can think differently about investment and enterprise value, and the decisions dentists should be making today to prepare for the next stage of their business.

Jeremy will be bringing this perspective to the Tower Impact Summit in Atlanta, where the industry's leading owners, operators, investors, and thought leaders will come together to discuss the future of dental growth and wealth.

In this episode, you'll hear about:

• Where the biggest opportunities in dental are emerging
• How technology and innovation are changing the industry
• What investors look for in a dental business
• Why enterprise value matters beyond annual revenue
• How dentists can position themselves for long-term wealth creation
• The mindset shift required to think like an owner and investor

If you're building a dental business with the goal of creating wealth, scale, and lasting enterprise value, this is a conversation you won't want to miss.

The Impact Summit Series is leading up to the Tower Impact Summit, November 13–14 in Atlanta.

In this special Tower Impact Summit Speaker Series episode of the Dental Wealth Podcast, Eric sits down with Julieanne O'Connor, a leading Influence Coach for high-achieving dentists and CEOs, award-winning and bestselling author, TEDx speaker, professional speaker, certified corporate trainer and coach, and faculty member at the American Dental Institute and 4M Institute for Dentists.

Julieanne has spent her career helping high-achieving professionals leverage their influence, elevate their leadership, build stronger teams, and pursue growth without sacrificing quality of life. She has been featured by The Wall Street Journal, CNN, USA Today, Adweek, and AdAge, and has become a recognized voice in dental leadership, influence, mindset, and high performance.

In this conversation, Julieanne shares her perspective on what separates great leaders from those who simply hold leadership positions, why influence is one of the most powerful tools a dental leader can develop, and how intentional communication can transform teams, organizations, and careers.

She also gives us a preview of what she'll bring to the stage at the Tower Impact Summit, where she will compete in the 7-Minute Impact Challenge, seven minutes to make an impact, move the room, and leave the audience with something they'll remember.

If you're a dentist, executive, practice owner, or emerging leader looking to increase your influence and create meaningful impact, this is a conversation you won't want to miss.

Julieanne O'Connor will be at the Tower Impact Summit, November 13–14 in Atlanta.

Seven minutes. One stage. One opportunity to make an impact.

Come see what she does with it.

In this episode of the Dental Wealth Podcast, Matthew Maffei sit down with Harold Gornbein, Co-Founder of Apex Reimbursement Specialists, to uncover one of the most overlooked opportunities for increasing profitability in a dental practice: getting paid what you're actually worth.

With more than 25 years of experience on the insurance side of dentistry, Harold brings an insider's perspective on PPO negotiations, credentialing, fee schedules, insurance reimbursement, and the revenue that practices can unknowingly leave on the table.

The conversation goes beyond simply increasing collections. Harold breaks down how practice owners can take a closer look at their reimbursement strategy, understand where revenue is being lost, and improve profitability without adding more patients or more hours to the schedule.

In this episode, you'll learn:

• Why many practices are leaving significant revenue on the table without realizing it

• How PPO fee schedules can directly impact practice profitability

• What practice owners need to understand about UCR fees

• Common credentialing and insurance mistakes that can cost practices money

• How better reimbursement can increase revenue without adding chair time

• Why insurance strategy should be treated as a critical part of your overall business strategy

• How practice owners can take greater control of the revenue side of their business

For dental practice owners focused on growth, profitability, and building long-term wealth, this is a conversation you won't want to miss.

Resources: https://apexreimbursement.com

In this episode of the Dental Wealth Podcast, Eric J. Morin and Matthew Maffei sit down with Dr. Dar Radfar to unpack one of the most overlooked growth and impact opportunities in dentistry today: sleep apnea treatment.

The reality? Only 2–4% of dentists are actively screening for sleep apnea, despite clear professional recommendations and overwhelming patient need.

Meanwhile, one appliance per week can generate $120,000+ per year in additional revenue, often at margins approaching 7:1.

But this conversation goes far beyond revenue.

Dr. Radfar explains why untreated sleep apnea is linked to heart disease, depression, diabetes, car accidents, reduced lifespan, and serious quality-of-life decline. He challenges dentists to stop viewing airway conversations as "selling" and start seeing them as ethical responsibility.

They break down how home sleep testing, medical billing, and turnkey systems eliminate traditional barriers, making implementation simpler and more scalable than most doctors realize. With over 3,500 dentists trained, Dr. Radfar shares what works, what doesn't, and why early adopters are positioning themselves as leaders in a rapidly shifting market.

If you've ever said: "I don't want to come across as sales-driven." "We're already busy, I don't want to add complexity." "I'm not sure my patients would say yes."

This episode is for you.

You'll learn: • How one appliance per week can add $120,000+ in high-margin revenue • Why dentists are uniquely positioned to treat sleep apnea • The real health risks of untreated apnea (and why screening matters) • How medical billing and home sleep testing simplify implementation • How to train your hygiene team to identify red flags in under 30 minutes • Why collaboration with physicians strengthens credibility and referrals • How multi-location groups can scale sleep apnea into seven figures • Why airway dentistry is becoming a competitive necessity, not an option

The future of dentistry is moving beyond procedures and toward comprehensive health advocacy. Practices that embrace airway health will lead their markets. Those that ignore it risk falling behind.

This isn't about adding another service.

It's about stepping into a bigger role in your patients' lives while building a more valuable, future-ready practice.

Growth and impact don't have to compete. In this case, they align.

Want to connect with Radfar and learn more about implementing sleep apnea treatment in your practice?

Visit:

https://drrad.net

Social Media Handles:

IG: @dr.radhealth

FB: https://www.facebook.com/dar.radfar.2025/

LI: https://www.linkedin.com/in/drdarradfar

In this episode of the Dental Wealth Podcast, CEO Matthew Maffei sits down with Melissa Williamson, Director of Accounting at Tower Leadership, to have a conversation most dentists avoid but can't afford to ignore.

The hard truth? Many practices think they're profitable… but aren't. They look at their P&L, see a healthy margin, and assume everything is fine, while cash is quietly disappearing.

Melissa breaks down the most common financial mistakes she's seeing in 2026, from underperforming hygiene departments and inflated team costs to owner compensation masking true profitability. They unpack why EBITDA alone doesn't tell the full story, how cash flow determines survival, and why clean financials directly impact valuation, lending power, and long-term enterprise value.

If you've ever said: "I feel like we should have more cash." "My margins look fine, but something's off." "I don't really know what my numbers are telling me."

This episode is for you.

You'll learn: • Why hygiene performance is often the silent margin killer • The difference between profitability and cash flow (and why it matters) • How owner compensation distorts true EBITDA • What banks and buyers actually look for in your financials • Why running personal expenses through the business can cost you millions in valuation • The benchmarks healthy single and multi-doctor practices should be hitting • How strong financial discipline increases your multiple at exit • The first steps to getting financially sophisticated, even if you're not ready for a CFO

The practices winning in today's environment aren't just clinically strong, they're financially disciplined. Sophistication is separating the scalable from the stagnant.

If you're not reviewing clean financials monthly, tracking cash flow, and making data-driven decisions, this is your wake-up call.

Financials aren't scary. Flying blind is.

Want to learn more about Tower Leadership's Accounting services? Visit:

www.towerfg.com

Why do so many dental practices struggle to find, and keep great people?

In this episode of the Dental Wealth Podcast, Matthew Maffei sits down with Jeff Rucinski, Director of Recruiting at Tower Leadership, to unpack one of the biggest operational bottlenecks in dentistry today: talent acquisition.

While most dentists are exceptional clinicians, few are trained recruiters. Jeff shares why rushed hiring decisions, unclear processes, and misplaced urgency are creating unnecessary turnover and what practices must do instead to build teams that scale.

From hygienists and dental assistants to directors of operations, this conversation dives into what's really happening in today's hiring market, why certain roles are harder to fill than leadership positions, and how geography, compensation strategy, and culture all influence recruiting success.

Jeff also explains Tower Leadership's transparent, pay-for-work recruiting model and why it eliminates the hesitation and financial strain created by large placement fees.

Watch to find out: • Why hygienists and dental assistants are often the hardest roles to fill • The biggest hiring mistakes dentists make when urgency takes over • How to structure a recruiting process that moves efficiently without sacrificing quality • What resume red flags and green flags actually signal • Why geography dramatically impacts your hiring strategy • How culture clarity attracts better candidates and reduces turnover • Why recruiting is a growth lever, not an administrative task

It's a conversation about discipline, process, and why the right people in the right seats determine whether your practice scales or stalls.

Interested in strengthening your recruiting process? Connect with the Tower Leadership recruiting team to learn more about building a scalable hiring system for your practice

(404) 509-0452 | www.TowerRecruiting.com | [email protected]

What if you could add $10,000–$15,000 per doctor per month in revenue without increasing your marketing spend? I

n this episode of the Dental Wealth Podcast, our President, Eric J. Morin, and CEO, Matthew Maffei sits down with Dr. Avi Patel, Founder of Clear Aligner Advisor, to break down the internal growth strategy most practices overlook. While many doctors chase implants and full-arch cases, Dr. Avi reveals why clear aligners are often the simplest, highest-leverage way to increase revenue, improve patient health, and boost EBITDA without adding complexity.

Dr. Avi shares how practices can consistently close 2–3 clear aligner cases per month per provider with no additional marketing, simply by implementing the right systems, commitment structure, and accountability. He explains why most offices fail with aligners not because of demand, but because of inconsistency, lack of training, and no internal growth framework.

The conversation dives into the mindset shift required to make aligners successful at scale, how DSOs are leveraging standardized implementation to drive predictable production increases, and why aligners are a health conversation first, not a cosmetic pitch.

You'll also learn how aligning your team, setting clear goals, and tracking the right KPIs can transform aligners from an occasional add-on into a dependable revenue stream that increases enterprise value.

Watch to find out:

• How to generate $10–15K per month per doctor without increasing marketing

• Why most practices fail at clear aligners despite strong patient demand

• The minimum baseline of cases needed to create meaningful revenue lift

• How internal growth beats external marketing for predictable production

• Why commitment and accountability matter more than certification

• How DSOs implement aligners across multiple locations successfully

• The EBITDA impact of adding consistent aligner production

• How to position aligners as a health-driven solution, not a cosmetic upsell

This episode is a blueprint for turning clear aligners into a scalable, systemized growth lever inside your practice, without adding marketing risk or operational chaos.

Learn more about Clear Aligner Advisor:

Website: https://www.clearaligneradvisor.co

Follow Dr. Avi on LinkedIn:

https://www.linkedin.com/in/dr-avi-patel-clearaligner-advisor/

Free Masterclass: https://www.clearaligneradvisor.co

What if the next level of growth in your practice doesn't require another location, more marketing spend, or additional chairs?

What if it's already inside your four walls?

In this episode of the Dental Wealth Podcast, we sit down with Lisa to unpack how elite practices grow through operational excellence, not expansion. The conversation centers on a simple but powerful framework: people, processes, and technology. When those three are aligned, growth becomes scalable, profitable, and far less chaotic.

From private equity due diligence to multi-location software rollouts, Lisa shares what sustainable scaling actually looks like and why leadership and structured training are the real drivers of long-term performance.

Many practices believe their revenue cycle is strong. Few can prove it. Case acceptance rates often hover near 32%, leaving massive production upside untapped. Hygiene departments underperform not because of effort, but because of missed systems and unclear metrics. And technology investments routinely operate at 10% of their capability because teams were never trained to maximize them.

This episode challenges the assumption that growth requires expansion. Instead, it makes the case for tightening operations, elevating leadership, and building accountability inside the practice you already have.

Watch to find out: • Why scaling chaos happens without strong people, processes, and technology • How informal "sink or swim" onboarding drives turnover and underperformance • The hidden revenue leaks inside your revenue cycle • Why case acceptance rates may be lower than you think and how moving to 50–60% changes everything • How hygiene optimization can dramatically increase production per hour • Why most practices use only a fraction of their software's capabilities • The importance of weekly scorecards and transparent performance metrics • How leadership development ensures operational changes actually stick

Growth does not begin with another acquisition. It begins with operational clarity, disciplined execution, and a leadership team that knows how to align people around measurable results.

If you want to increase profitability without increasing complexity, this conversation gives you the blueprint.

What separates a practice that commands a premium valuation from one that leaves money on the table at exit?

In this episode of the Dental Wealth Podcast, our CEO, Matthew Maffei, sits down with Jordan Blackmon, Sr. Director of Advisory at Tower Leadership, for a strategic conversation on the hidden operational gaps that quietly erode enterprise value and how disciplined operators build practices buyers compete for.

Many owners assume valuation is driven by revenue alone. In reality, sophisticated buyers pay for predictability, leadership structure, clean financials, operational independence, and disciplined capital allocation. Small inefficiencies, unclear reporting, key-person dependency, or misaligned compensation models can compress your multiple, even when production appears strong.

Matthew and Jordan break down the difference between running a profitable practice and building a transferable enterprise. From understanding normalized EBITDA to structuring leadership teams and strengthening operational controls, they outline the strategic shifts required to transform a cash-flow practice into a premium asset.

If you're thinking about growth, recapitalization, or eventual exit, this conversation reframes how you should be operating today.

Watch to find out: • The small operational gaps that quietly reduce your valuation multiple • Why EBITDA must be clean, defensible, and properly normalized • How key-person dependency can dramatically impact your exit price • The difference between income optimization and enterprise optimization • What sophisticated buyers evaluate in the first 30 days of diligence • The structural adjustments that increase valuation before going to market • Why leadership infrastructure drives premium offers • How capital allocation decisions today shape exit outcomes tomorrow

This episode is a masterclass in building an exit-ready practice, one designed for enterprise value, not just income.