We’re kicking off 2026 with a powerful conversation on the future of orthodontic marketing and AI. Artificial intelligence is transforming orthodontic marketing and practice growth— yet many teams are still only using a fraction of its potential. In this episode of Ortho Marketing, host Dean Steinman sits down with Heartwise Collective founder Lindsay Quinn to explore how practices can move beyond basic AI tools and start building smarter, more efficient systems. Lindsay shares practical strategies to help orthodontists and dental teams streamline operations, improve team performance, enhance patient communication, and create a real competitive advantage without losing the human connection that matters most.

What You’ll Learn:

• How AI is reshaping orthodontic marketing and practice workflows
• Simple first steps to start using AI in your practice today
• Common mistakes teams make when adopting AI
• Why early adopters gain a powerful edge in today’s market

About Lindsay Quinn
Lindsay Quinn is the Founder of Heartwise Collective, an orthodontic consulting firm specializing in operational systems, financial optimization, and AI integration. With 22 years of industry experience, including eight years with Dr. Richard McLaughlin's renowned San Diego practice and seven years consulting with one of the industry's most elite firms, Lindsay is known for her hands-on implementation approach. She is also the co-founder of The Ortho Society, an innovative annual event for orthodontic practice owners.

Learn more about Heartwise Collective: heartwisecollective.com

Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/

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In this Ortho Marketing episode, Dean Steinman is joined by Gary Sastow, Partner at Danziger & Markhoff LLP, to discuss the legal essentials every dental practice owner needs to know. From regulatory compliance and risk management to contracts and employee matters, Gary shares expert insights to help practices stay protected and legally sound. Whether you're starting, growing, or managing a practice, this episode is packed with must-know legal guidance.

Ready to elevate your practice?
Contact us! https://orthomarketing.com/contact-us/

About Gary Sastow
Gary Sastow has over twenty-five years of experience in the practice of law. While maintaining a broad scope of practice, Gary focuses on representing healthcare professionals in all aspects of their business, professional and personal lives. Having been raised in a family of physicians, he possesses a unique understanding and insight into the business of practicing a healthcare profession. Combined with his years of practice in what has become a more complex and highly regulated industry, Gary’s clients see him as a trusted advisor, confidant, and advocate. On an ongoing basis, he works with clients on transactional matters, regulatory compliance issues and problem solving including providing representation to clients under professional investigation before OPMC, OPD or the Justice Center. Gary is a prolific speaker and author of professional articles in various publications. He has also served as an adjunct professor at Pace University teaching Health Law and Policy and Not for Profit Organizations. Gary is a recommended legal services provider for the NYS Dental Association. D&M now provides representation to clients under professional investigation before OPMC, OPD or the Justice Center

In this Ortho Marketing episode, Dean Steinman is joined by Brad Hughes, Founder and CEO of Vision Dental Partners. They explore how to grow and accelerate dental practices—from strategic acquisitions to marketing tactics that drive real results. Learn how to scale faster, streamline operations, and boost patient growth post-acquisition.

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/

About Brad Hughes
Dr. Hughes is a third-generation dentist, proudly following in his father and grandfather’s footsteps, and has been providing excellent dentistry for over 17 years. He is a graduate of Indiana University School of Dentistry. With a passion for growing teams and helping others thrive both personally and professionally, Dr. Hughes has dedicated his career to fostering leadership and development in his practices and throughout the dental industry. His entrepreneurial spirit and commitment to growth continue to shape the future of his expanding dental group and the dental space as a whole.

In this Ortho Marketing episode, Dean Steinman is joined by Carl Stoddard, President of Doctors CFO. They discuss how your pricing strategy could be holding your practice back. They dive into the true cost of undercharging, how to evaluate your current pricing, and proven strategies to increase profitability without sacrificing patient satisfaction. If you're looking to boost your bottom line, this is an episode you won't want to miss. 

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/

About Carl Stoddard
Carl Stoddard is an accomplished senior executive, board member, and the President of Doctors CFO, with over 20 years of success across medical, financial, insurance, technology, and software industries. His expertise in corporate finance, financial analysis, and strategic planning has made him a trusted advisor to companies navigating profit and loss management, business model development, and accounting system implementation. Since founding Doctors CFO in 2009, Carl has specialized in providing financial guidance to physician-owned practices, helping clients achieve stability, growth, and expansion in both single-practice and multi-practice settings. His extensive experience in business development, budgeting, and financial planning positions him as a key resource for healthcare professionals seeking sustainable success. Carl holds a Bachelor’s degree in Accounting from Idaho State University and an MBA from Arizona State University. A Certified QuickBooks Advanced Online ProAdvisor with Diamond Status, he is committed to professional development and has gained significant experience in board leadership throughout his career. Outside of his professional life, Carl enjoys spending time with his wife, Stacey, their five children, and three dogs. An avid audiobook listener and music enthusiast, he values creative outlets as a way to relax and recharge.

In this Ortho Marketing episode, Dean Steinman is joined by Rebecca Herring, Director of Healthcare Operations at Rocket Station. They dive into how virtual assistants are transforming the way dental practices operate— from reducing front desk stress to improving patient follow-ups and boosting overall productivity. Discover how you can regain control, streamline operations, and focus more on patient care.

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/

About Rebecca Herring, MAADOM
Rebecca Herring is a seasoned dental coach with over 25 years of hands-on experience in the dental industry, a journey that began in her youth while accompanying her father, a dentist, on humanitarian trips to Guadalajara. During these early experiences, Rebecca discovered the transformative power of dentistry and the importance of compassionate care. Her dedication to making a difference has only deepened since, and today, she empowers dental teams and professionals to unlock their full potential, ensuring they are in roles that not only fit their skills but fuel their passion. With her vast experience, approachable demeanor, and unwavering dedication to helping others succeed, Rebecca Herring is not just a coach but a trusted partner in transforming dental practices from the inside out.

For more info: https://rocketstation.com/dental/

In this Ortho Marketing episode, Dean Steinman is joined by Robert Brill, CEO of Brill Media. They discuss how automation is reshaping digital advertising. They dive into programmatic ads, how they improve targeting and efficiency, and what the future holds for marketers. Whether you're new to the concept or looking to refine your strategy, this episode has valuable insights for you. Tune in!

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/ 

About Robert Brill
Robert Brill is the CEO of Brill Media, a top white-label media buying agency that eliminates the guesswork from marketing. Under his leadership, Brill Media has earned recognition from the Inc. 5000 and Financial Times 500 a combined 11 times, establishing it as one of the fastest-growing private companies in the U.S. 

For more information: https://brillmedia.co

In this Ortho Marketing episode, Dean Steinman is joined by Greg Essenmacher, founder of GnA Consult. They discuss the power of team accountability in delivering an exceptional patient experience. They explore strategies for team development, leadership, and creating a culture where every team member plays a vital role in patient satisfaction. Tune in for expert insights on strengthening your practice from the inside out! 

Ready to elevate your practice?
Contact us! https://orthomarketing.com/contact-us/

About Greg Essenmacher
Greg Essenmacher, a leading expert in Fixed Full Arch dentistry, transforms single office practitioners into successful implant practices through tailored solutions and cross-functional collaboration. As founder of GnA Consult, Greg enhances practice efficiency, patient acquisition, and treatment planning. With a focus on Fixed Full Arch for nearly a decade, he integrates best practices and hosts The Tooth Sleuth podcast. 

For more information: https://www.dentalconsult4u.com/

In this Ortho Marketing episode, Dean Steinman is joined by John Nabors of FirstClass Aligners. They explore the latest advancements in clear aligner technology, how they’re shaping the future of orthodontics, and what dentists and orthodontists need to know to stay ahead in the industry. John shares his expertise on treatment innovations, patient benefits, and the evolving role of clear aligners in modern dental care.

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/

About John Nabors
John Nabors is the CEO of FirstClass Aligners Inc., bringing over 30 years of global orthodontic leadership experience from companies like 3M Unitek, Biolux, 3Shape, and StarAligners. He founded FirstClass Aligners with the mission to make teeth straightening simple, affordable, and effective for both doctors and patients.

For more information visit https://www.firstclassaligners.com

In this Ortho Marketing episode, Dean Steinman is joined by industry experts Cathy and Samantha Konner from Proviser. They dive into the world of insurance and business growth. Tune in as we discuss key strategies, common pitfalls, and expert tips to help you protect and scale your business effectively!

Ready to elevate your practice? Contact us!
https://orthomarketing.com/contact-us/ 

About Cathy Konner
Since 1996, Cathy Konner had been helping her clients from every walk of life, create financial strategies to meet thier goals. In 2020, an invitation to speak at UMDNJ's School of Dental Medicine, changed her direction. Recognizing that the Students, Residents and Faculty were immensely underserved, she decided to focus her business to serve the Dental industry as well as Medical. Fast forward to today, her practice helps over 5,000 clients navigate their personal and business finances. From graduating Dental School to becoming an associate and then transitioning into Practice Ownership, her team does it all. 

About Samantha Konner
Samantha Konner shifted her career path from being in the Hospitality Industry to joining the Financial Services Industry in early 2018, and with good intent. After a decade in the Hospitality world, an industry that she truly loved, Samantha realized that she was working a job that was no longer satisfying her desire to create experiences. Recognizing that her mother’s practice had become successful in helping others throughout the duration of their lives, not just for a weekend or a night, Samantha decided that her career path should be one of just that - helping others to protect and prosper in their lives. Samantha joined her mother, Cathy, in her practice to work with dental professionals uncover plans that bring security, clarity, and wealth maximization strategies to their futures. 

For more information, visit www.proviserprotect.us

In this Ortho Marketing Podcast, Dean Steinman is joined by Casey Bull, Chief Operating Officer of MyOrthoVA. They dive into how virtual assistants can transform your practice, from streamlining patient communications and appointment scheduling to managing administrative tasks and improving overall efficiency. Discover practical tips, success stories, and actionable strategies to help you focus on what matters most—providing exceptional patient care. If you're ready to modernize your approach and embrace the power of virtual support, this podcast is for you! 

Ready to elevate your practice?
Contact us! https://orthomarketing.com/contact-us/

About Casey Bull
Casey Bull is the Chief Operating Officer of MyOrthoVA, a leading provider of virtual assistant services tailored specifically for orthodontic practices. With an MBA from Pepperdine University and over a decade of experience in marketing, sales, and client success within the healthcare and dental industries, Casey has a passion for helping orthodontists streamline operations, improve patient care, and grow their businesses. As a published author and speaker at dental conferences, Casey combines her expertise in digital marketing and practice management to offer innovative solutions for the unique challenges faced by orthodontic teams.

Contact MyOrthoVA: https://www.myorthova.com/