Hey Docs!

"You need a coach, and you need a mentor"

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Summary -
In this conversation, Shannon Patterson discusses the evolving landscape of orthodontic practice transitions, emphasizing the importance of mentorship, ownership, and financial stability. The discussion covers market trends, the significance of partnerships, and critical steps for buying or selling a practice. Shannon also highlights the need for proper preparation and professional guidance in navigating transitions, as well as reflections on trends observed in 2024. In this conversation, Shannon Patterson and Jill discuss the intricacies of practice transitions, focusing on the importance of avoiding common mistakes, understanding the evolving landscape of DSOs and OSOs, and the necessity of investing in oneself and one's team. They emphasize the significance of having a senior doctor involved during transitions, the shift in the DSO model towards partnerships, and the need for doctors to outline their personal and professional goals to achieve a balanced and fulfilling career.


Connect With Our Guest -
Bentson, Copple, Patterson & Associates- https://bcp-advisors.com/


Takeaways - 

• Shannon Patterson emphasizes the importance of mentorship in the orthodontic field.
• The market has shifted to a buyer's market post-COVID, affecting practice sales.
• Young doctors are increasingly interested in ownership for long-term wealth.
• Partnerships are becoming a predominant model in the orthodontic industry.
• Financial stability is crucial for doctors considering selling their practices.
• Preparation for practice transitions involves cleaning up financial records.
• Observation buckets in orthodontics are essential for future patient leads.
• Professional help is necessary for successful practice transitions.
• Banks are now more stringent in their requirements for practice purchases.
• Understanding market demand is key for sellers in the orthodontic field. Avoid costly mistakes in practice transitions.
• Senior doctors should remain involved during transitions.
• The DSO model has shifted towards partnerships.
• Investing in yourself and your team is crucial.
• Outline personal and professional goals for success.
• Burnout is a real issue in the dental profession.
• Younger doctors need support in practice management.
• Change should be gradual to ease team anxiety.
• Utilizing consultants can improve practice performance.
• Work-life balance is essential for long-term satisfaction.

Chapters - 
00:00 Introduction to Practice Transitions
02:52 Rebranding and Transitioning at Benson Copple Patterson
05:50 Market Trends in Orthodontics
08:57 The Importance of Ownership in Dentistry
11:59 Critical Steps for Buying or Selling a Practice
18:03 Preparing for Practice Transitions
25:03 Reflections on 2024 Trends
25:55 Avoiding Costly Mistakes in Practice Transitions
34:11 Understanding DSOs and OSOs
42:01 Investing in Yourself and Your Team 

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!

"Healthy leaders help their teams become more healthy”
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
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RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform


Summary
In this conversation, Jill and Kimberly Collins explore the significance of personality tests, particularly the Enneagram and MBTI, in enhancing self-awareness and emotional intelligence among leaders and teams. They discuss how these tools can be utilized to improve personal effectiveness, identify triggers, and create a psychologically safe workplace. The dialogue emphasizes the importance of healthy leadership in fostering a supportive environment where team members feel comfortable sharing ideas and learning from mistakes. In this conversation, Kimberly Collins and Jill discuss the importance of establishing boundaries to prevent burnout, the significance of psychological safety in the workplace, and the role of active listening and emotional intelligence in effective leadership. They explore how leaders can repair relationships and foster a supportive environment, as well as the need for ongoing self-reflection and personal growth in leadership roles. The discussion emphasizes the necessity of equipping team members with the tools they need to succeed as they transition into leadership positions. 


Connect With Our Guest
Enneagram Reflections- https://www.enneagramreflections.com/


Takeaways

• Personality typing systems help describe and categorize patterns of thought, behavior, and emotion.
• The ultimate goal of personality tests is to improve self-awareness and emotional intelligence.
• Healthy leaders contribute to the psychological safety of their teams.
• Emotional intelligence requires active practice and intentional learning.
• Triggers can serve as valuable information for personal growth.
• Understanding one's triggers can lead to better self-regulation and communication.
• Creating psychological safety does not require extra effort but rather healthy boundaries and structure.
• Leaders should focus on their own health to positively impact their teams.
• Personality tests can help identify areas of least satisfaction and improve relationships.
• Compassion is essential when addressing triggers and emotional responses. Delegating tasks is essential to prevent burnout.
• Clear communication and expectations foster psychological safety.
• Active listening is crucial for effective team dynamics.
• Emotional intelligence is key for leaders to respond productively.
• Repairing relationships strengthens team bonds.
• Promoting individuals without proper training can lead to challenges.
• Self-awareness is vital for effective leadership.
• Understanding team dynamics enhances leadership effectiveness.
• Coaching and mentoring are essential for developing leaders.
• Regular self-reflection can improve personal and professional growth.

Chapters
00:00 Introduction to Personality Tests
02:48 The Role of Personality Tests in Leadership
06:03 Emotional Intelligence and Self-Awareness
08:57 Identifying Triggers and Blind Spots
11:58 Creating Psychological Safety in Teams 
19:52 Establishing Boundaries to Prevent Burnout
20:40 The Importance of Psychological Safety
21:57 Active Listening and Communication
22:49 Emotional Intelligence in Leadership
24:27 The Power of Repairing Relationships
27:00 Developing Next-Level Leadership Skills
34:11 Encouraging Self-Reflection and 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!

"What you save is a choice"
 
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RSVP for the Provide AAO  Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform


Summary
In this conversation, Kyle J Christensen discusses his journey in financial planning, emphasizing a principles-based approach tailored for new doctors and business owners. He highlights the industry's focus on wealth management after assets are created, contrasting it with his philosophy of helping clients build wealth from the ground up. Key principles include paying oneself first and understanding the difference between savings and investments. The discussion also addresses the challenges new business owners face, including managing expenses and planning for unexpected events. In this conversation, Kyle J Christensen discusses the importance of preparing for unexpected life events and the necessity of having a solid financial foundation. He emphasizes the principle of maximum protection in financial planning, highlighting the need for comprehensive insurance coverage and the importance of understanding the details of policies. Kyle also addresses the challenges young professionals face in managing their finances and the agendas of financial institutions, urging listeners to take control of their financial futures.
 
Connect With Our Guest
Unique Advantage- https://uniqueadvantage.biz/


Takeaways

• Principles-based financial planning focuses on building wealth.
• Many financial planners only work with wealthy clients.
• The financial industry often helps after wealth is created.
• Paying yourself first is crucial for financial success.
• Profits should not be an afterthought in business.
• Expenses can consume all profits if unchecked.
• What you save is a conscious choice.
• Savings and investments serve different purposes.
• Planning for unexpected events is essential for business owners. 100% of us will experience unexpected life events.
• Protection has nothing to do with needs.
• You have the right to know what your maximum is.
• Most people don't have maximum protection.
• The devil's in the details with disability insurance.
• What percentage of your income would you want replaced?
• You're in a battle for control and use of your money.
• Financial institutions want to separate you from your money.
• If you don't do the foundation right, you could lose it.

Chapters
00:00 Introduction to Financial Planning and Unique Advantage
03:05 Understanding the Role of a Financial Planner
05:59 Principles-Based Financial Planning for New Doctors
08:56 Fundamentals of Financial Planning
12:00 Paying Yourself First: Strategies for Success
14:59 Navigating Financial Challenges as a New Business Owner
17:56 Planning for the Unexpected in Financial Management
19:25 Navigating the Unexpected in Life and Business
25:32 Understanding Maximum Protection in Financial Planning
29:18 Building a Solid Financial Foundation
30:09 Final Insights for Young Professionals 

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!

"It's lonely at the top"
 
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GreyFinch - https://greyfinch.com/jillallen/
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Summary
In this episode, Jill Allen shares her entrepreneurial journey, discussing the evolution of her consulting business, the challenges faced, and the lessons learned along the way. She emphasizes the importance of leadership, team dynamics, and the necessity of pivoting in response to changing circumstances. Jill reflects on her growth as a leader and the significance of establishing core values for her business. The conversation highlights the importance of vulnerability, adaptability, and continuous learning in achieving success in entrepreneurship. 

Connect With Us
Jill Allen & Associates- https://www.practiceresults.com/


Takeaways

• Entrepreneurship is a journey filled with challenges and growth.
• It's essential to pivot and adapt to changing circumstances.
• Establishing core values is crucial for business success.
• Leadership development is a continuous process.
• Building a strong team is vital for business growth.
• Vulnerability as a leader fosters trust and connection.
• Learning from mistakes is key to personal and professional growth.
• Celebrate small victories to maintain motivation.
• Seek diverse perspectives to enhance decision-making.
• Trust your instincts and be brave in making choices.

Chapters
00:00 The Journey of Entrepreneurship
12:02 Navigating Growth and Change
24:10 Leadership Development and Team Dynamics
35:55 Lessons Learned and Future Direction
46:04 Final Thoughts and Future 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

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!

“Think before you click”
 
Connect With Our Sponsors

GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/


Summary
 
In this episode, Jill interviews Jordan Janz from Cornerstone Computer Solutions, discussing the importance of cybersecurity in dental practices. They explore various threats such as phishing and ransomware, emphasizing the need for employee training and robust IT solutions. Jordan shares insights on the significance of managed services, the differences between Mac and PC security, and the necessity of effective data backup and recovery strategies. In this conversation, Jordan Janz discusses the critical aspects of cybersecurity for dental practices, focusing on how to respond to cyber attacks, the importance of data backups, and actionable steps for practices to enhance their IT security. He emphasizes the need for managed services and regular network assessments to ensure compliance and protection against potential breaches. The discussion also highlights the significance of fostering a culture of caution among staff and the necessity of having a comprehensive IT strategy in place.

Connect With Our Guest
 
Cornerstone Computer Solutions- https://cstonesolutions.net/


Takeaways

• Cornerstone specializes in IT for dental and orthodontic practices.
• Managed services provide proactive IT support rather than reactive solutions.
• Phishing attacks are becoming more sophisticated and targeted.
• Employee training is crucial in preventing cyber threats.
• Ransomware attacks often stem from human error.
• Investing in high-end antivirus software is essential for protection.
• Cloud environments require robust security measures.
• Data backups should be frequent and reliable to minimize loss.
• Cybersecurity is a shared responsibility between vendors and practices.
• Understanding the risks associated with different operating systems is vital. Disconnect the computer immediately if a ransomware attack is suspected.
• Contact your IT provider as the first step in a cyber incident.
• Having reliable backups is crucial to avoid paying ransoms.
• On-site backups are still important despite the rise of cloud solutions.
• A think before you click culture can prevent many cyber issues.
• Managed service plans are essential for proactive IT management.
• Regular network assessments can identify vulnerabilities in your system.
• Cyber liability insurance is a necessary safeguard for practices.
• Annual HIPAA risk assessments help maintain compliance and security.
• Investing in IT should be a priority for all practices.

Chapters
 
00:00 Introduction to Cornerstone Computer Solutions
06:08 Phishing and Spear Phishing Explained
12:02 Ransomware: Myths and Realities
18:10 Mac vs. PC: Cybersecurity Considerations
25:25 Responding to Cyber Attacks
34:04 Actionable Steps for Practices
39:57 Managed Services and Network Assessments
46:04 Final Thoughts and Future 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

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!

"A robot doesn't call out sick."
 
Connect With Our Sponsors

GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Todd discuss the increasing integration of robotics and AI in orthodontics, focusing on the Zeno robot's role in enhancing workflow efficiency and patient experience. They explore how robotics can alleviate staffing challenges, improve practice efficiency, and provide a unique patient interaction through AI. The discussion also highlights the reasonable investment required for such technology and its potential to differentiate practices in a competitive market.


Connect With Our Guest
 
Zeeno Robotics- https://zeenorobotics.com/


Takeaways

• The orthodontic industry is increasingly open to new technologies.
• Robots can help alleviate staffing challenges in practices.
• Zeno robots can enhance workflow efficiency by performing routine tasks.
• AI integration in Zeno allows for interactive patient experiences.
• Investing in visible technology can significantly enhance patient perception.
• The cost of robotics in practices has become more accessible.
• Zeno can help free up staff for more critical tasks.
• Patient experience can be improved through engaging technology.
• The investment in Zeno includes software and ongoing support.
• Practices can differentiate themselves by adopting innovative technologies.

Chapters
 
00:00 Introduction to Todd Blankenbecler and Zeeno
01:58 The Rise of Robotics in Orthodontics
08:01 Enhancing Workflow Efficiency with Zeno
16:06 Integrating AI for a Better Patient Experience
24:00 The Value Proposition of Robotics in Practices 

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!

"If owning a practice is a priority, we need to prepare."
 
Connect With Our Sponsors

GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Matt Kroeker discuss the essential aspects of starting and managing a dental practice, focusing on financial preparations, the importance of a supportive banking partner, and navigating the complexities of loan disbursements and construction costs. Matt shares insights from his extensive experience at Bank of America, emphasizing the significance of planning and networking for aspiring practice owners.


Connect With Our Guest
 
Bank of America - https://www.bankofamerica.com/smallbusiness/business-financing/practice-solutions/dentist-loans/


Takeaways

• Matt Kroeker has been with Bank of America for almost 15 years, focusing on helping small business owners.
• Young doctors should prepare early for practice ownership to avoid future financial pitfalls.
• Understanding loan rates is important, but the structure of payments is crucial for success.
• A long-term banking partner can provide support beyond just financing.
• The loan disbursement process involves multiple stages and requires timely payments to avoid delays.
• Construction costs have significantly increased, impacting startup budgets.
• Networking is essential for building a supportive team in the dental field.
• Having a clear vision for your practice helps in achieving long-term goals.
• Emotional intelligence is vital for managing business challenges effectively.
• Planning ahead and asking questions can prevent financial stress during startup.

Chapters
 
00:00 Introduction to Matt Kroeker
01:58 Preparing for Practice Ownership
06:06 Understanding Loan Rates and Terms
09:59 The Importance of a Long-Term Banking Partner
15:04 Loan Disbursement Process Explained
22:04 Navigating Construction Costs
26:51 Final Advice for Aspiring Practice Owners 

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!

"Our ability to communicate has really exploded."
 
Connect With Our Sponsors

GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill interviews Amy Schmidt, the president of Ortho2, discussing her journey in the orthodontic industry, the evolution of orthodontic software, and the importance of communication and data management in modern practices. They explore how Ortho2 adapts to the needs of both single practices and larger organizations, emphasizing innovation and user feedback. The discussion also touches on the significance of effective communication and the tools available for practices to enhance their operations.


Connect With Our Guest
 
Ortho2 - https://www.ortho2.com/


Takeaways

• Amy Schmidt's journey from intern to president of Ortho2.
• The importance of evolving with technology in orthodontics.
• Ortho2's focus on user-friendly software for patients.
• The shift towards better communication in orthodontic practices.
• The balance between serving single practices and OSOs/DSOs.
• Data management tools are crucial for practice success.
• Customizable dashboards help practices track their goals.
• User feedback is essential for software development.
• Ortho2's commitment to education through webinars and events.
• Effective communication is a key business skill.

Chapters
 
00:00 Introduction to Amy Schmidt and Ortho2
02:54 The Evolution of Orthodontic Software
05:47 Communication in Orthodontics
08:56 Adapting to OSOs and DSOs
11:53 Data Management and Reporting Tools
21:02 Staying Competitive in the Industry
23:51 Speed Round with Amy Schmidt 

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!

“You look great in pink!”
 
Connect With Our Sponsors

GreyFinch - https://greyfinch.com/jillallen/
MyOrthoVA - https://www.myorthova.com/get-started
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Amy announce the acquisition of Communicate Excellence by Jill Allen Associates. They discuss the significance of this partnership, their personal connection, and how it will enhance consulting services in the orthodontic industry. The conversation also touches on the evolution of consulting practices, the importance of mental health, and the continuity of services for existing clients. Both Jill and Amy share their visions for the future and the exciting developments on the horizon for their businesses.

Takeaways

• Jill Allen Associates has officially acquired Communicate Excellence.
• The partnership will enhance consulting services for clients.
• Amy's transition is influenced by her mental health priorities.
• The future of consulting is focused on online training and accessibility.
• Consulting has evolved with technology, especially post-COVID.
• Jill aims to create a powerhouse consulting company.
• The acquisition will maintain the integrity of Communicate Excellence's systems.
• Clients can expect continuity in services during the transition.
• Both Jill and Amy are excited about the future of their collaboration.

Chapters
 
00:00 Exciting Announcement: Acquisition of Communicate Excellence
02:51 The Journey of Connection: Jill and Amy's Story
06:44 Transitioning Under the JA&A Umbrella
10:00 The Future of Orthodontic Consulting
18:01 Client Transition and Continuity of Services
22:23 What's Next for Amy and Jill Allen & Associates
39:33 Speed Round and Final Thoughts 

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!

Exploring the MBTI and it’s Applications in the Workplace with Kimberly Collins.
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/


Connect With Our Guest 
Enneagram Reflections | Enneagram Coach


Summary
In this episode of the Hey Docs! Podcast, host Jill Allen welcomes back Kimberly Collins for an insightful discussion on the Myers-Briggs Type Indicator (MBTI) and its practical applications, particularly in small business settings like orthodontic practices. They explore how understanding personality types can enhance team dynamics, improve leadership, and address workplace conflicts. Kimberly explains the four categories of the MBTI, the importance of self-awareness, and the legal and ethical considerations when implementing personality tests in hiring and team management. The conversation emphasizes the value of emotional intelligence and psychological safety in creating a harmonious and productive work environment. 

Takeaways

• The Myers-Briggs Type Indicator (MBTI) can be a powerful tool for leaders, particularly in small business environments like orthodontic practices, to enhance self-awareness and understanding of their teams, ultimately creating more harmonious workplaces.
• It is illegal to use personality typing systems like MBTI or Enneagram for hiring, job placement, or promotions. These tools should be implemented after hiring to understand team dynamics, not as a selection criterion.
• MBTI focuses on "what" people do, categorizing behaviors and preferences, while the Enneagram digs into the "why" behind actions, examining underlying fears and desires. Both can be used complementarily within a practice for different purposes.
• For personality typing systems to be effective in a workplace, psychological safety must be prioritized. Team members should feel comfortable expressing themselves without fear of retribution from leaders or colleagues.
• Understanding that individuals and their leadership styles can evolve over time is important. Regular reassessment and continuous self-improvement can help leaders and their teams adapt and thrive as they grow professionally and personally.

Chapters
00:00 Introduction to the Hey Docs! Podcast
01:37 Welcoming Back Kimberly Collins
01:45 Understanding Personality Types in the Workplace
03:01 Diving Deep into MBTI Categories
07:30 The Role of Personality Typing in Leadership
11:42 The Evolution of Personality Over Time
16:35 Breaking Down MBTI Categories
21:16 Orthodontic Equipment and Practice Management
23:21 Understanding Team Dynamics
25:33 Legalities of Personality Tests in Hiring
27:07 Effective Use of Personality Tests
31:29 Challenges and Psychological Safety
36:17 Comparing MBTI and Enneagram
39:33 Speed Round and Final Thoughts 

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.
   
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