Hey Docs!

Building equity through owning practice real estate offers long-term financial benefits.
 
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Connect With Our Guest 
https://www.dentalrepartners.com/


Summary
 
In this conversation, Andrew and Reed discuss the benefits of owning dental practice real estate versus leasing. They highlight the importance of considering long-term needs and the flexibility that ownership provides. They emphasize that owning real estate allows for building equity and creating additional financial opportunities at the end of a dental career. They also mention the tax benefits and the ability to control the atmosphere and neighboring tenants when owning a building. The barriers to ownership, such as availability and cost, are also addressed. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships. They help dentists navigate the process of owning their own practice space, even if they don't have the upfront capital. They work with dentists to find the right property, structure partnerships, and secure financing. The availability of commercial real estate and capital restraints are the main barriers to ownership. However, there are opportunities to negotiate prices and find creative financing options. Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice.

Takeaways

• Owning dental practice real estate allows for building equity and creating additional financial opportunities at the end of a dental career.
• Ownership provides flexibility and control over the atmosphere and neighboring tenants.
• Leasing may seem less risky, but it can limit growth and financial control in the long run.
• Availability and cost are common barriers to ownership, but exploring partnerships and considering multi-tenant locations can provide more options.
• Understanding the tax benefits and financial strategies associated with owning real estate is crucial. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships.
• Availability of commercial real estate and capital restraints are the main barriers to ownership.
• Negotiating prices and finding creative financing options can help overcome these barriers.
• Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice.

Chapters
 
00:00 Introduction and Background
03:05 The Benefits of Owning Dental Practice Real Estate
07:56 Flexibility and Control: The Advantages of Ownership
12:28 Leasing vs. Ownership: Long-Term Considerations
21:36 Overcoming Barriers to Ownership
24:28 Tax Benefits and Financial Strategies for Real Estate Ownership
28:44 Exploring Opportunities in Commercial Real Estate
30:29 Overcoming Capital Restraints 31:27 Barriers to Dental Real Estate Ownership
32:55 Advantages of Being an Owner-Occupied Tenant
33:29 Working with Dental Real Estate Partners 

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

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!

2024 Highlights & Future Trends: Insights from Ryan Moynihan, CEO of Gaidge

Ryan Moynihan shares insights on key data from 2024, highlighting growth trends in orthodontics. 


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Summary
 
In this conversation, Ryan Moynihan discusses his journey in the orthodontic industry, the state of the market in 2024, key data points, and trends affecting orthodontics. He emphasizes the importance of patient management and the impact of digital innovations on treatment options. The discussion also touches on the need for orthodontists to adapt their strategies in response to changing market conditions and patient behaviors. In this conversation, Jill and Ryan discuss the importance of marketing metrics and profitability in the orthodontic industry. They explore the significance of understanding patient funnels, the surprises in industry growth, and the potential for revenue through retainer programs. Looking ahead to 2025, they emphasize the need for practices to focus on data analytics and partnerships to maximize growth opportunities. The discussion concludes with insights on leveraging external expertise to streamline operations and enhance profitability.

Takeaways

• 2024 showed positive production growth in orthodontics.
• Adult exams are finally seeing growth after a decline.
• Digital innovations are influencing treatment options.
• Patient management is crucial for conversion rates.
• Orthodontists need to be mindful of their pricing strategies.
• The economy is expected to improve in 2025 and 2026.
• Observation patients should be actively managed.
• Understanding patient funnels can enhance practice efficiency. We absolutely have to be paying attention to marketing.
• Understanding metrics is essential for business owners.
• Surprises in the orthodontic industry include growth rates and patient trends.
• Leveraging external companies can enhance practice efficiency

Chapters
 
00:00 Introduction - Ryan Moynihan
06:05 Key Data Points and Trends from 2024
11:51 Patient Management and Conversion Strategies for 2025
22:26 Marketing Metrics and Profitability
27:38 Looking Ahead
34:01 Leveraging Partnerships for Growth 

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

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!

Welcome to the Hey Docs! Podcast with your guest host Jessi Megna.  

Today’s episode is all about the patient experience in orthodontic practices with Jill Allen. From understanding what patients truly want to building trust and even handling difficult conversations, Jill will be sharing her insights on how to create an authentic and engaging experience for every patient. 
 
Let’s dive in!
 
Summary
 
In this conversation, Jessi and Jill discuss the nuances of customer service in orthodontics, emphasizing the importance of authenticity, trust, and micro-interactions in creating a memorable patient experience. They explore how practices can build trust through consistent communication, the significance of team alignment, and the impact of humor in patient interactions. Jill shares insights on addressing negative experiences and the importance of being true to oneself in practice. The discussion highlights the need for a tailored approach to patient care and the value of small, thoughtful gestures in fostering loyalty.

https://www.practiceresults.com
https://www.instagram.com/jillallenandassociates/
https://www.linkedin.com/in/jilljallen/
https://tiktok.com/@jillallenandassoc
https://www.facebook.com/JillAllenandAssociates/

Takeaways

• Patients expect attentive service and the latest technology.
• Authenticity in patient experience is crucial for modern practices.
• Team alignment is essential for consistent patient interactions.
• Micro-interactions can significantly enhance the patient experience.
• Negative reviews often stem from accumulated micro-aggressions.
• Addressing issues with empathy can help resolve patient concerns.
• Practices should focus on their unique strengths and authenticity.
• Humor can enhance the patient experience when used authentically.
• There is an abundance of patients seeking unique experiences.
• Effective communication involves listening to understand, not just to respond.

Chapters
 
00:00 Introduction and Pet Peeves
02:04 Understanding Patient Expectations in Orthodontics
05:44 Creating an Authentic Patient Experience
10:27 Building Trust Through Consistent Communication
17:11 The Importance of Team Alignment
21:52 Micro-interactions: The Little Things Matter
28:42 Addressing Negative Experiences and Reviews
38:27 Infusing Humor and Authenticity in Practice
45:24 Final Thoughts and Resources 

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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

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!

Welcome to the Hey Docs! Podcast with your host Jill Allen.

Today, we’re discussing the vital role lead management plays in the success of orthodontic practices. We’re joined by the founder of LeadSigma, Scott Hansen, to help us break it all down. From speeding up lead follow-up to leveraging AI and automation, we’ll cover what practices can do to streamline the new patient process while keeping a personal touch. Get ready for some actionable insights on how to effectively convert leads into patients and stay ahead in this ever-evolving industry!

Let’s get started!


Summary

In this engaging conversation, Scott Hansen shares insights on lead management in orthodontics, emphasizing the importance of speed, frequency, and consistency in converting leads into patients. He discusses the evolution of Lead Sigma, the role of automation and AI in enhancing patient experiences, and offers practical advice for practices to improve their lead follow-up strategies. The conversation also touches on overcoming resistance to new technologies and the future of AI in the industry.


https://leadsigma.com/
https://www.instagram.com/leadsigma/
https://twitter.com/LeadSigma
https://www.facebook.com/leadsigma/
https://www.linkedin.com/in/scott-hansen-4393a417/



Takeaways

• Scott grew up in an orthodontic practice and managed it successfully.
• Lead Sigma was created to help practices manage leads effectively.
• Speed, frequency, and consistency are crucial for lead conversion.
• Practices should follow up with leads multiple times for better results.
• AI can enhance patient experiences without replacing human interaction.
• Automation can streamline the lead management process significantly.
• Practices need to prioritize lead follow-up to maximize ROI.
• Understanding the cost of lead generation is essential for practices.
• AI tools can help practices manage missed calls and appointments.
• Continuous improvement in lead management can drive practice growth.

Chapters

00:00 Introduction to Scott Hansen and Lead Sigma
02:57 The Evolution of Lead Management in Orthodontics
06:03 Importance of Speed, Frequency, and Consistency in Lead Conversion
09:06 Strategies for Effective Lead Follow-Up
12:02 The Role of Automation and AI in Patient Management
15:12 Overcoming Resistance to New Technologies in Practices
17:51 The Future of AI in Enhancing Patient Experience
21:02 Advice for Practices to Stay Ahead of the Curve
24:07 Speed Round with Scott Hansen



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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

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!

Hey Docs! Episode Finals
 
Insuring Success: Essential Coverage for Orthodontic Practice Owners
 
Welcome to the Hey Docs! Podcast with your host Jill Allen.
Today, I am joined by Nick Cepparulo from CFS Dental Division and in this episode  we are covering all things insurance. From what you need to protect your practice when you are just getting started to common pitfalls practices face when coverage is lacking there is a lot to discuss.
 
Let’s get into it!

Summary
 
Nick Cepparulo, Vice President of CFS Dental Division, discusses the importance of insurance for dentists and orthodontists, particularly those starting or acquiring a practice. He explains the key policies needed during the startup phase, such as general liability and builder's risk, and the policies required for a functioning practice, including business owner policy and workers' compensation. Nick also emphasizes the significance of personal insurance policies like malpractice insurance, disability insurance, and life insurance. He highlights the need for adequate coverage to protect against potential lawsuits, injuries, and unexpected events. In this conversation, Jill and Nick discuss the importance of insurance for dental and orthodontic practice owners. They cover various types of insurance policies, including disability insurance, malpractice insurance, and cyber insurance. They emphasize the need for regular evaluation and updates to insurance coverage as the practice grows and changes. Nick provides valuable insights and advice for dentists and orthodontists starting their careers and stresses the importance of protecting oneself and one's practice with the right insurance policies.
 
https://cfsdentaldivision.com/
https://www.instagram.com/cfsdentaldivision/


Takeaways

• Insurance is crucial for dentists and orthodontists, especially during the startup or acquisition phase.
• Key policies for startups include general liability and builder's risk, while functioning practices require a business owner policy and workers' compensation.
• Personal insurance policies like malpractice insurance, disability insurance, and life insurance are essential for protecting against lawsuits, injuries, and unexpected events.
• It is important to have adequate coverage and consider factors like reputation, claims payouts, and financial stability when choosing insurance carriers. Regularly evaluate and update insurance coverage as your practice grows and changes.
• Disability insurance is crucial for protecting your income in case of injury or illness.
• Malpractice insurance is essential for dental and orthodontic  practice owners to protect against professional liability.
• Cyber insurance is becoming increasingly important in today's digital age.
• Work with an insurance professional to ensure you have the right coverage and are paying the best rates.
• Insurance policies should be reevaluated annually or every two years to ensure adequate coverage.
• Consider getting multiple opinions and doing research before purchasing insurance policies.
• AI is a trend in the insurance industry that is expected to have a significant impact.
• Work hard, do your research, and find what you love to do to be successful in your career.

Chapters

00:00 Introduction and Overview
02:34 The Unsexy Side of Being a Business Owner
09:46 Key Policies for Startups and Acquisitions
17:14 Understanding Additional Insureds and Policy Duration
19:52 Protecting Yourself with Personal Insurance
25:07 Importance of Adequate Coverage
27:42 Protecting Your Income with Disability Insurance
30:54 The Growing Importance of Cyber Insurance
33:16 The Need for Regular Reevaluation of Insurance Policies
35:45 The Impact of AI on the Insurance Industry
46:23 Advice for Dentists/Orthodontists Starting Their Careers 

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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

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!

Welcome to the Hey Docs! Podcast with your host Jill Allen. 

On today's episode, where we're diving deep into a topic that lies at the heart of success—self-trust. I'm excited to be joined once again by Dr. Tarryn MacCarthy, who has been doing incredible work with The Business of Happiness, exploring how mindset shapes our impact. Last time, we tackled the challenges of self-doubt, but today, we're flipping the script to explore the power of self-trust, its role in long-term success, and practical ways to cultivate it in both our personal and professional lives.

Let’s get into it! 


Summary

In this conversation, Dr. MacCarthy and Jill discuss the importance of self-trust and how it differs from self-confidence. They explore the impact of a lack of self-trust on exhaustion, people-pleasing, and the need for numbing. Dr. MacCarthy emphasizes the need to make it safe to feel and create time and space for oneself. They also discuss the role of listening to one's body and emotions, and the importance of giving oneself permission to feel and process emotions. Building self-trust allows individuals to handle anything and make choices that align with their true desires. In this conversation, Dr. MacCarthy and Jill discuss the importance of self-trust in leadership and personal growth. They explore the challenges of self-trust and provide strategies for building it. Dr. MacCarthy emphasizes the need to acknowledge and validate one's feelings, as well as the importance of giving oneself permission to feel and process emotions. They also discuss the impact of self-trust on relationships with team members and patients, highlighting the value of trust in delegation and patient autonomy. The conversation concludes with a speed round of questions.


https://thebizofhappiness.com/
https://www.instagram.com/thebizofhappiness/
https://www.facebook.com/thebusinessofhappiness
https://www.linkedin.com/in/dr-tarryn-maccarthy-2b401b123/
https://podcasts.apple.com/us/podcast/the-business-of-happiness/id1537122859


Takeaways

• Self-trust is different from self-confidence and involves trusting one's feelings and worthiness.
• A lack of self-trust can lead to exhaustion, people-pleasing, and the need for numbing.
• Creating a safe space and time to feel and process emotions is crucial for building self-trust.
• Listening to one's body and emotions and giving oneself permission to feel is essential.
• Building self-trust allows individuals to handle anything and make choices aligned with their true desires. Self-trust is essential for effective leadership and personal growth.
• Acknowledging and validating one's feelings is crucial for building self-trust.
• Giving oneself permission to feel and process emotions fosters self-trust.
• Trust in team members and patients is a natural extension of self-trust.
• Delegation and patient autonomy are facilitated by self-trust.
• Meditation is a valuable tool for building self-trust and achieving success.

Chapters

00:00 Introduction and Recent Projects
02:00 Switching Gears: From Self-Doubt to Self-Trust
05:57 The Impact of a Lack of Self-Trust
09:01 Creating a Safe Space: Making It Safe to Feel
13:03 Listening to Your Body and Emotions
15:54 Giving Yourself Permission: Feeling and Processing Emotions
18:51 Building Self-Trust: Handling Anything and Making Aligned Choices
25:51 Introduction
30:29 Replacing 'Should' with 'Choose'
41:43 Mistakes and Growth
47:01 The Impact of Meditation on Self-Trust



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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

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!

Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
In this episode, we're exploring the power of activating core values within an orthodontic practice and how these values can guide everything from goal-setting to hiring and marketing decisions with our very own Director of Operations Rachel from Jill Allen & Associates. She will walk us through the practical steps of making core values a central part of daily operations and ensuring they drive success. If you're looking to strengthen your practice's foundation and align your team with your mission, this conversation is packed with valuable insights.
 
Let’s get started!


Summary

In this conversation, Jill and Rachel discuss the importance of core values in a business and how they can shape decision-making and team dynamics. Rachel shares her personal experience of working with Jill and how Jill's core values influenced her own. They emphasize the need for core values to be active and integrated into daily actions rather than just words on paper. They also discuss the process of defining core values and how they can evolve over time. The conversation highlights the impact of core values on team cohesion and decision-making. The conversation explores the importance of core values in a orthodontic practice and how they can shape the culture and success of the team. It emphasizes the need for alignment between personal and business core values and provides practical advice on creating and utilizing core values in hiring and employee retention. The conversation also touches on the red car theory and the reticular activation system, highlighting how focusing on core values can influence decision-making and attract the right team members and patients.

www.practiceresults.com
https://instagram.com/jillallenandassociates
https://www.facebook.com/JillAllenandAssociates/
https://www.linkedin.com/in/jilljallen/
https://tiktok.com/@jillallenandassoc

Questions for Rachel? Email below:
[email protected]


Takeaways

• Core values should be active and integrated into daily actions, rather than just words on paper.
• Defining core values takes time and can evolve as the business grows and the individual's perspective changes.
• Core values play a crucial role in decision-making and can provide clarity and confidence in challenging situations.
• Sharing and aligning core values with team members fosters cohesion and consistent responses to various situations. Core values are essential in shaping the culture and success of an orthodontic practice.
• Alignment between personal and business core values is crucial for a cohesive team.
• Utilizing core values in hiring and employee retention can lead to a more harmonious and productive team.
• The red car theory and reticular activation system demonstrate the power of focusing on core values in attracting the right team members and patients.

Chapters

00:00 Introduction and Background
06:21 The Importance of Core Values in Business
15:12 Defining and Refining Core Values
25:38 The Role of Core Values in Decision-Making
28:58 Building Team Cohesion through Core Values
30:01 The Importance of Core Values in an orthodontic Practice
35:24 The Red Car Theory and the Reticular Activation System
38:22 Aligning Personal and Business Core Values
39:47 Utilizing Core Values in Hiring and Employee Retention


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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/

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

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!

Welcome to the Hey Docs! Podcast with your host Jill Allen. 

Today, we’re joined by Bonnie Brindle, an expert in anxiety management. And on this episode, I am excited for her and I to discuss how dental and orthodontic professionals can better support patients with dental anxiety. Bonnie will share her personal experiences, common anxiety triggers, and practical tools that can help improve patient comfort and care. There is a lot to learn. 

Let’s get started! 


Summary

In this conversation, Jill and Bonnie discuss dental anxiety and how it affects patients and dental/orthodontic practices. Bonnie shares her personal experience with dental anxiety and how it led her to focus on helping others with anxiety. They discuss the importance of understanding and addressing dental/orthodontic anxiety in the dental/orthodontic industry. They also provide tips for orthodontic practices on how to create a safe and welcoming environment for anxious patients, including asking about triggers and preferences, validating the patient's experience, and offering relaxation techniques. In this conversation, Bonnie Brindle discusses strategies for managing dental/orthodontic anxiety. She emphasizes the importance of understanding and validating patients' fears and anxieties, as well as creating a comfortable and supportive environment in the dental/orthodontic office. Bonnie suggests various tools and techniques that can help patients cope with anxiety, such as weighted blankets, CBD products, and wildlife imagery. She also highlights the significance of self-care for dental/orthodontic professionals and the need to address their own stress and anxiety. Overall, the conversation provides valuable insights into improving the experience for anxious patients.

https://www.bonniebrindle.com/
https://www.facebook.com/bonnie.brindle.94/
https://www.linkedin.com/in/bonnie-brindle-the-anxiety-avenger%E2%84%A2-785ab611/


Takeaways

• Dental anxiety is a common issue that affects many patients and can have a negative impact on their dental care.
• It is important for dental practices to be aware of dental anxiety and create a safe and welcoming environment for anxious patients.
• Practices can ask patients about their triggers and preferences to help minimize anxiety during dental visits.
• Validating the patient's experience and offering relaxation techniques can help reduce anxiety and improve patient care.
• Front desk team members play a crucial role in creating a welcoming and supportive environment for anxious patients. Understanding and validating patients' fears and anxieties is crucial in managing dental anxiety.
• Creating a comfortable and supportive environment in the dental office can help alleviate patient anxiety.
• Tools and techniques such as weighted blankets, CBD products, and wildlife imagery can assist patients in coping with dental anxiety.
• Dental and orthodontic professionals should prioritize self-care and address their own stress and anxiety to provide better care for anxious patients.

Chapters

00:00 Introduction and Background
09:05 Understanding Dental Anxiety
14:15 Triggers and Preferences
20:35 Creating a Safe and Welcoming Environment
26:49 Tips for Front Desk Team Members
29:18 Reducing Anxiety and Improving Patient Care
02:48 Understanding and Validating Patient Anxiety
10:00 Creating a Supportive Environment in the Dental Office
20:02 Tools and Techniques for Coping with Dental Anxiety
29:58 The Importance of Self-Care for Dental Professionals
40:12 Addressing Triggers and Shame
49:58 Resilience and Empathy in the Dental Workplace
55:00 Conclusion


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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


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!

Welcome to the Hey Docs! Podcast with your host Jill Allen. 

Today, I am so excited to have a couple of my past clients by Drs. Steven Oliver and James Donaghey are on the show to discuss their recent practice acquisition. With James transitioning toward retirement and Steven stepping into ownership, they will share their insights on the challenges, surprises, and key strategies for making a smooth practice transition.

Let’s get into it! 


Summary

In this episode of Hey Docs!, James and Steven discuss the process of transitioning an orthodontic practice. James shares his decision to transition out of his practice and the factors that prompted him to do so, including age, changes in referral patterns, and a desire to have more control over his time. He also discusses the challenges of keeping the transition confidential and preparing the practice for sale. Steven then shares his decision to join James's practice and the factors he considered, such as the market, values, and treatment philosophy. They also discuss the decision to sell privately rather than to a DSO or OSO. Throughout the conversation, they emphasize the importance of aligning values and taking the time to build a relationship before making a decision. In this conversation, Dr. James Donaghey and Dr. Steven Oliver discuss the process of buying and selling an orthodontic practice. They share their experiences and offer valuable advice for orthodontists who are considering a practice transition. The conversation covers topics such as practice valuation, associate agreements, staff management, and handling work-related stress. Dr. Donaghey and Dr. Oliver emphasize the importance of open communication, compromise, and complete disclosure throughout the transition process. They also highlight the value of having a supportive team and mentors to navigate the challenges of practice ownership.

https://orthomobile.com/
https://www.instagram.com/oyster_ortho/
https://www.facebook.com/oysterortho

Questions for Drs. Steven Oliver and James Donaghey? 
Contact them at [email protected] or [email protected] 

Takeaways

• Transitioning an orthodontic practice involves careful consideration of factors such as age, referral patterns, and desired level of control over time.
• Confidentiality is crucial during the transition process to avoid negative impacts on referrals and public perception.
• Preparing a practice for sale involves updating systems, improving efficiency, and ensuring a clean and organized practice valuation.
• The decision to sell privately or to a DSO/OSO depends on individual preferences, financial goals, and the ability to maintain certain patient relationships.
• Building a relationship and aligning values between the senior and junior orthdontists is essential for a successful transition.
• Taking the time to shadow and observe the practice before making a decision can provide valuable insights and help determine if it is the right fit. Have a practice valuation to establish a firm basis for conversation and negotiation.
• Be open to suggestions and compromise during the transition process.
• Maintain complete disclosure to build trust and integrity in the deal.
• Find someone who aligns with your values and practice philosophy.
• Take the time to observe and evaluate systems and processes before making changes.
• Create a division between work and home to manage work-related stress.
• Invest early in retirement and be diligent with it.
• Focus on service and be a servant to your patients, staff, and community.
• Build a tribe of mentors and be curious, ask good questions, and be open to feedback.

Chapters

00:00 Introduction and Background
05:08 James's Decision to Transition
11:57 Confidentiality and Preparation
22:47 Private Sale vs. DSO/OSO
28:05 Steven's Decision to Join the Practice
33:48 Aligning Values and Building a Relationship
41:32 Building a Strong Team and Managing Staff
46:12 Handling Work-Related Stress and Maintaining Work-Life Balance
50:41 The Importance of Open Communication and Compromise
54:11 Observing and Evaluating Systems and Processes
58:01 Investing in Retirement and Focusing on Service
01:01:33 Building a Tribe of Mentors and Being Curious


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OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/

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



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!

Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
Today we are diving into the world of social media and its role in promoting your orthodontic practice with our very own social media expert Jordann from Jill Allen & Associates. She will share insights on building a digital presence, tips for creating effective social media strategies, and how to measure success on these platforms. Whether you're a social media novice or looking to refine your strategy, this conversation is packed with practical advice to help your practice thrive online.
 
Let’s get into it!


Summary

In this conversation, Jill and Jordann discuss the critical role of social media in modern business practices, particularly for orthodontists. They explore the necessity of social media, how to get started, defining goals, choosing the right platforms, building a strategy, community engagement, tracking ROI, understanding algorithms, and avoiding common pitfalls. The discussion emphasizes the importance of authenticity, consistency, and adapting to the ever-changing digital landscape.

https://www.practiceresults.com/
https://www.facebook.com/JillAllenandAssociates/
https://instagram.com/jillallenandassociates
https://www.linkedin.com/in/jilljallen/
https://tiktok.com/@jillallenandassoc


Takeaways

• Social media is essential for business growth.
• Understanding your audience is key to effective marketing.
• Authenticity in social media builds trust with patients.
• Choosing the right platform is crucial for engagement.
• Consistency in posting helps with algorithm favorability.
• Community engagement can drive referrals and trust.
• Tracking metrics is important for measuring success.
• Hiring the right social media manager is vital.
• Avoid common pitfalls by knowing your brand identity.
• Continuous learning is necessary for career advancement.

Chapters

00:00 Introduction to Social Media in Practice
02:46 The Necessity of Social Media for Businesses
06:06 Getting Started with Social Media
09:01 Defining Goals and Authenticity in Social Media
11:58 Choosing the Right Platforms for Your Practice
15:00 Building a Social Media Strategy
17:58 The Importance of Community Engagement
21:06 Tracking Return on Investment in Social Media
23:55 Understanding the Algorithm and Consistency
27:03 Common Pitfalls in Social Media Strategy
30:01 Final Thoughts and Advice


Connect With Our Advertisers

OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/

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

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!