The Wealthy Momentum Podcast with Jimmy Nicholas and Dr. Dustin Burleson

Show Notes

• Guest: Dr. Jeremiah Sturgill — Founder, Sturgill Orthodontics; Co-founder, Go Unicorn Strategy (concierge SEO/SEM for orthodontists).
  Learn more: https://gounicornstrategy.com
• Why another company? A veteran ads/SEO partner (ex-HGTV/Discovery; managed ~$50k/day in Google Ads for a private client) audited ortho sites and found pretty but underperforming builds. Early tests drove measurable gains in qualified Google referrals; the two formalized a boutique service.
• Boutique by design: Targeting ~20–30 practices so one point of contact knows your brand, market dynamics, and projects end-to-end.
• Inside-out marketing: Don’t pour money into ads until the phones, web forms, and team follow-up are dialed in. Track missed calls (goal: zero), record and review, and role-play quarterly.
• Feedback loop that works: Ads go live → the team tags outcomes (show/start/no-show) → campaigns are adjusted to favor demographics, keywords, and offers that convert in your market.
• Budget truth: Tiny spends create noise, not signal. Commit to a test period and a budget that can generate statistically useful data; adjust by market competition (it’s a real auction).
• Brand over commodity: Build a site that sells your culture and trust, not “$500 off aligners.” If your web vibe doesn’t match the in-office experience, trust evaporates.
• Pricing with confidence: If you deliver Four Seasons-level service, don’t set Motel 6-level fees. You’re not everyone’s cup of tea—and that’s healthy positioning.
• Language matters: For out-of-network calls, lead with help (“We can file Delta for you… let’s get you scheduled…”) rather than a hard “We’re out of network.”
• AI on the horizon: Jeremiah is building a practice “master prompt” to capture decisions, SOPs, and red-flag handoffs so teams ask the system before they page the doctor.

Practical Takeaways

1. Fix the fundamentals first: Fast phones, fast follow-up, and a brand-true website before buying more traffic.
2. Measure what matters daily: Missed calls, call length outliers, and lead outcomes by source—then tune campaigns accordingly.
3. Fund real tests: Set a market-appropriate budget and time horizon; dabbling hides the truth.
4. Sell the who, not the what: Lead with trust, culture, and clarity; avoid commodity framing.
5. Close the loop with training: Quarterly role-play on the hardest questions your team actually hears.

Mentioned

• Go Unicorn Strategy: https://gounicornstrategy.com
• Acquired podcast (Google series)
• Scheduling Institute (Jay Geier) — phone excellence
• Dan Kennedy — back-end sales before better ads
• CliftonStrengths “WOO” — why trying to win everyone over can hurt decisions
• Four Seasons/Ritz-Carlton service standards as a pricing/positioning lens

Past related episodes: Dr. Jamie Reynolds; Dr. Ben Fishbein.
Subscribe to The Burleson Box wherever you listen.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

OrthoFi.com

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Jamie Reynolds—orthodontist, entrepreneur, and co-founder of OrthoFi and Orthodontic Partners—to explore how data-driven decisions and innovative financial systems are reshaping orthodontics.

Jamie shares his expertise on:

• How OrthoFi was born out of necessity during tough economic times in Detroit
• What $5 billion in real-world orthodontic data reveals about patient behavior, financing, and conversion rates
• Why “same-day convenience” (formerly known as same-day starts) drives patient satisfaction and practice growth
• How intelligently flexible financing helps more patients say “yes” without hurting your cashflow
• The shift from gut feelings and anecdotal rules of thumb to transparent, data-backed decisions that scale
• Lessons from building Orthodontic Partners and watching the private equity landscape evolve

Whether you’re a solo practitioner trying to increase starts or part of a larger group navigating growth, Jamie’s perspective will challenge the way you think about patient access, affordability, and the systems that run your practice.

Resources Mentioned in This Episode:

• Level the Curve by Oliver Gelles & Jamie Reynolds – A data-driven guide to practice management.
• OrthoFi – A financial and practice management platform that’s reshaped how orthodontists structure payments and collect revenue.
• Orthodontic Partners – A doctor-led group committed to preserving clinical excellence while enabling scale.
• Reynolds Orthodontics – Jamie’s multi-location practice in Michigan, recognized for clinical innovation and patient-centered care.
• Smiles Change Lives – Nonprofit Jamie supports to expand access to orthodontic care for children from low-income families.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

OrthoFi.com

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Adam Witty, entrepreneur, publisher, and founder of Advantage Media and Forbes Books, to unpack how authority marketing can transform your practice and your career. Adam shares his expertise on:

• Why authority—not just advertising—is the ultimate differentiator in crowded markets
• How publishing a book or creating thought leadership content positions you as the go-to expert in your community
• The step-by-step process of building credibility and influence that attracts patients, opportunities, and partnerships
• Lessons from working with thousands of entrepreneurs, doctors, and business leaders worldwide
• The mindset shift required to move from being “just another provider” to a recognized authority in your field

Whether you’re looking to elevate your brand, attract higher-quality patients, or future-proof your career with lasting credibility, this episode is full of practical strategies you can put into action.

Resources Mentioned in This Episode

Books & Concepts:

• The Authority Advantage by Adam Witty and Rusty Shelton – A primer for how to earn trust and become a thought leader.
• Authority Marketing by Adam Witty and Rusty Shelton – A framework for positioning yourself as a recognized expert.
• Lead the Field by Earl Nightingale – A classic on personal development and leadership.
• Influence by Robert Cialdini – Insights into persuasion and the psychology of trust.
• The Business of Expertise by David C. Baker – How to leverage specialized knowledge to build authority and attract clients.
• The E-Myth Revisited by Michael Gerber – A guide to building systems and escaping the trap of working only in your business.

Organizations & Projects:

• Advantage Media – The publishing company Adam founded to help experts become authors.
• Forbes Books – A publishing partnership platform for business leaders seeking visibility and credibility.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by OrthoFi:

Grow More. Worry Less. Simplify Your Practice with OrthoFi.

Did you know that practices using OrthoFi start more patients and reduce financial barriers without adding complexity to their operations? With OrthoFi, you can simplify the insurance and patient financial process, streamline collections, and free up your team to focus on patient care. OrthoFi combines smart technology with patient-friendly payment solutions to help you start more treatment, improve cash flow, and deliver a better overall experience. Patients love the flexibility. Practices love the results.

Take advantage of a platform built specifically for orthodontists and dental specialists—helping you manage everything from eligibility verification to automated payment processing in one easy-to-use system. Grow your starts. Increase your efficiency. And reduce the headaches of insurance and collections with OrthoFi.

Want to learn more? Schedule a demo today and see how OrthoFi can help your practice thrive.

Click below to learn more:

OrthoFi.com

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Kyle Fagala, orthodontist and founder of Neon Canvas, to explore how creativity and strategy intersect in the world of orthodontic marketing and practice growth. Kyle shares his insights on:

• How digital marketing for orthodontics has evolved and where it’s headed next
• The difference between “just having a website” and truly creating an engaging digital experience
• Why practices need to embrace storytelling and creativity to stand out in crowded markets
• Lessons from building Neon Canvas and working with practices nationwide
• The importance of aligning your marketing with your practice values and patient experience

Whether you’re looking to refine your online presence, create a more memorable patient journey, or simply get inspired by one of the most creative voices in the industry, this episode is packed with actionable insights.

Resources Mentioned in This Episode

Books & Concepts:

• The 7 Habits of Highly Effective People by Stephen R. Covey – A foundational book on principles-based leadership and personal growth.
• Orbiting the Giant Hairball by Gordon MacKenzie – A creative guide to thriving within corporate structures.
• Awaken Your Genius by Ozan Varol – A book on rediscovering creativity and original thinking.
• Both/And Thinking by Wendy K. Smith and Marianne W. Lewis – Research-based insights on balancing paradoxes in organizations.
• Subtract by Leidy Klotz – A book on improving systems by removing unnecessary elements.
• The Happiness Advantage by Shawn Achor – Exploring the relationship between positivity and success.

Events & Conferences:

• Mother of Pearls Conference – A collaborative event for orthodontists focused on clinical and practice growth.
• OrthoPreneurs Summit (OP Summit) – A leading orthodontic conference for practice owners and teams.

Projects, Practice & Creative Work:

• Children’s Orthodontic Book Project – Customizable children’s books for orthodontic practices, created by Dr. Kyle Fagala.
• Neon Canvas – A digital marketing agency co-founded by Dr. Kyle Fagala, serving orthodontists nationwide.
• Saddle Creek Orthodontics – Dr. Fagala’s orthodontic practice serving patients in the Memphis area.

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.

What You’ll Learn in This Episode:

• How Scott tripled his mom’s orthodontic practice and sold to Smile Doctors
• The origin story of OrthoChats and how it became Professional Chats 
• Why most CRMs don’t work for dental and ortho teams—and how LeadSigma is different
• The key metrics that indicate your practice is leaking new patient leads
• How AI voice agents can answer phones, schedule appointments, and never miss a lead
• Why fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%
• What the best practices are doing to build a Per Se-level patient experience
• Why focusing on “boring but essential” systems is the path to real, scalable growth

Resources & Mentions:

• LeadSigma.com
• Unreasonable Hospitality by Will Guidara
• Level the Curve by Oliver Gelles and Dr. Jamie Reynolds
• Ruby Receptionist
• Per Se
• Shoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFi

Connect with Scott Hansen:
LeadSigma.com — Learn more and schedule a demo
LinkedIn: Scott Hansen

Connect with Dustin Burleson:
BurlesonSeminars.com
Instagram: @dustinburlesonseminars

Subscribe & Review:
If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What You’ll Learn:

• Why technology may be increasing workplace isolation, not solving it
• How EQ is overtaking IQ as the most valuable skill in a tech-driven economy
• The four essential factors that drive employee engagement
• Practical strategies for building stronger relationships with remote teams
• Why work-life integration beats the myth of work-life balance
• What great leaders do differently to retain top talent
• Insights from over 90,000 professionals in 20+ countries

Key Quote:
“You’ll never grow as a company if you’re too busy replacing workers.”

Resources & Mentions:

Dan’s book: Back to Human: How Great Leaders Create Connection in the Age of Isolation

Dan’s podcast: Five Questions with Dan Schawbel

Visit DanSchawbel.com for more

Subscribe & Review:

If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dustin Burleson sits down with the powerhouse leadership team behind Rock Dental Brands to answer one of the most pressing questions in modern dentistry and orthodontics: How do I avoid choosing the wrong DSO?

You’ll hear directly from CEO Kristi Casey, Chief Development Officer Spencer Lunghino, and Co-Founder Dr. Mark Dake as they share a transparent look into the origins, philosophy, and strategic direction of Rock Dental Brands. Together, they bust myths around private equity, clinical autonomy, and growth timelines—and reveal what doctors should really be asking before joining a DSO.

If you're a dentist, orthodontist, or specialist considering your next move, this episode is a must-listen.
 

What You’ll Learn:

• The real story behind private equity in dentistry—where the money comes from and how it works
• Why not all DSOs (or equity structures) are created equal
• How Rock Dental Brands evolved from a doctor-led support model to a nationally respected DSO
• The biggest myths around clinical autonomy, ownership, and growth
• Why Rock's equity model is designed to treat doctors fairly—and how that differs from joint ventures
• How to reverse-engineer a smart partnership decision using Charlie Munger’s “invert and avoid” philosophy
• What questions to ask during DSO due diligence (and how to avoid future regret)

Key Quotes:

“We were built to be proud of the work we’re doing 50 years from now." —Dr. Mark Dake

“You're not giving up control of your practice. You're gaining part of 110 practices.” —Kristi Casey

Connect with Our Guests:

• Spencer Lunghino – [email protected]
• rockdentalbrands.com

Resources Mentioned:

• GreyFinch Practice Management Software
• DentiCon by Planet DDS
• Vistria Group – Private equity partner of Rock Dental Brands

Subscribe & Review:

If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this insightful episode, Dr. Burleson is joined by Blake Morgan, customer experience futurist and bestselling author of More is More: How the Best Companies Go Farther and Work Harder to Create Knock-Your-Socks-Off Customer Experiences. Blake shares powerful lessons from her book and real-world examples from top companies like One Medical and Amazon.

Blake emphasizes that great customer experiences start with a strong internal culture and happy, well-equipped employees. The conversation explores how companies can differentiate in a sea of sameness by being relentlessly customer-centric—from streamlined operations to hiring for attitude and integrity.

Healthcare professionals, especially those in elective care, will find actionable advice on improving patient experience, embracing digital transformation, and building engaged teams that thrive.

What You’ll Learn:

• Why customer experience starts with employee experience—and how culture drives profitability
• How One Medical disrupts traditional healthcare through intentional design and empathy
• What Amazon gets right by being obsessively focused on the customer
• Why logistics, technology, and internal efficiencies are the “invisible levers” of great service
• How small business owners can lead by example and build service-oriented teams
• Hiring tips for identifying the “servant leaders” who elevate customer care
• How to adapt to change and embrace disruption (with help from a surprising fish metaphor!)
   

Resources & Mentions:

• More is More by Blake Morgan
• The Customer of the Future (Blake’s upcoming book)
• The Employee Experience Advantage by Jacob Morgan
• One Medical, Amazon, and Ritz-Carlton customer experience examples
• Gallup research on employee engagement
• The “CX Imperative” and the Mexican tetra fish—yes, really!

Connect with Blake:

• 🌐 Website: blakemichellemorgan.com
• 📧 Email: [email protected]
• 🎧 Podcast: The Modern Customer Podcast

Dustin’s Takeaway:

If you want to stand out, you don’t need to be radically different—just a little better in the ways that matter most. Culture isn’t just fluff; it’s your competitive edge. Pay attention to every detail in your patient journey, and your practice will thrive.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Burleson Box, Dr. Dustin Burleson welcomes Dr. Erinne Kennedy, Assistant Dean for Curriculum and Integrated Learning at Kansas City University College of Dental Medicine. Dr. Kennedy shares her fascinating journey into dentistry, which was heavily influenced by her family of dental professionals and her passion for public health. She recounts the pivotal moment when a mentor encouraged her to apply for a dental public health specialty—at Harvard—within a two-week deadline, a decision that shaped the course of her career.

Our discussion covers the pressing issue of burnout in the dental profession, with Dr. Kennedy offering valuable insights backed by research. She explains how excessive working hours, lack of adequate recovery time, and administrative burdens contribute to burnout among healthcare professionals. Using a compelling analogy comparing work schedules to endurance training, she illustrates the importance of balancing workload and rest. She also introduces the concept of "resilience confetti," small, joyful activities that help dental professionals maintain well-being and engagement during their workday.

Dr. Kennedy and Dr. Burleson explore strategies that dental teams can implement to create healthier work environments, such as rethinking office hours, planning meaningful time off, and fostering a culture that prioritizes both patient care and team well-being. They discuss innovative scheduling models, including the effectiveness of three-day, 12-hour shifts, and how such models can improve job satisfaction and reduce burnout.

A significant part of the conversation focuses on the future of preventive dentistry. Dr. Kennedy shares her excitement about advancements in salivary testing, peptides, and microbiome management, predicting that these innovations will reshape how dental professionals approach prevention. She explains how new materials and techniques, such as peptide-based remineralization and nanoparticle technology, could reduce the need for surgical interventions and lead to better long-term patient outcomes.

As an educator, Dr. Kennedy highlights the importance of emotional intelligence and leadership training in dental schools. She describes the Thrive program at KCU, a two-day workshop designed to help students develop resilience, goal-setting skills, and emotional maturity. She stresses that fostering a mindset of adaptability and openness to unexpected opportunities is crucial for career growth.

Wellness Resources:

• The Genius of Athletes by Noel Brick Ph. D. and Scott Douglas
• Atomic Habits by James Clear

Antibiotic Stewardship Resources:

• Association for Dental Safety Antibiotic Stewardship Resources
• American Dental Association Antibiotic Stewardship Resources

Cariology Resources:

• Carequest Managing Dental Caries
• Carequest Connect Caries Risk Assessments and Cultural Awareness
• Carequest Utilizing Caries Management by Risk Assessment to Deliver Person-Centered Care

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

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Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

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In this episode of The Burleson Box, we’re joined by Brian McCarthy, founder of Rising Tide Consulting and former CEO of a thriving, multi-location orthodontic practice in Birmingham, Alabama. During his tenure, Brian led the practice to $18 million in annual revenue, building a foundation of success rooted in integrity, long-term decision-making, and a steadfast focus on patient and employee well-being. Today, Brian brings this wealth of experience to Rising Tide Consulting, where he helps dental and orthodontic practices overcome growth challenges through the innovative Rising Tide Operating System.

In our conversation, Brian shares the journey from his leadership role in a high-performing practice to launching his consulting firm. We discuss the mindset shifts necessary for balancing clinical excellence with effective business management and explore actionable strategies for creating a sustainable foundation for growth. Brian’s insights into building systems that prioritize both profitability and care are invaluable for anyone navigating the complex world of practice management.

Listeners will also hear about the Rising Tide Mindset—a philosophy designed to lift every aspect of a practice, from team culture to patient satisfaction. Brian provides practical advice on how integrity and proactive decision-making can become the cornerstones of a thriving practice, offering real-world examples and lessons learned from his own journey. Whether you’re leading a practice or aspiring to, this episode is packed with takeaways to help you rise to the next level.

Be sure to check out Rising Tide Consulting at risingtidemindset.com for more resources, including their blog series on leadership and practice management.

***

The Burleson Box is brought to you by Stax Payments:

Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.

Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.

Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!

Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.

Click Below to Lear More Today:

StaxPayments.com/burleson-seminars

***

Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.

http://www.theburlesonbox.com/sign-up

Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:

http://www.theburlesonreport.com

Follow Dustin Burleson, DDS, MBA at:

http://www.burlesonseminars.com

Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.com

Subscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQ

Learn more: WealthyEntrepreneur.com

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.