Ep 63: Simple Financial Planning

Ep 63: Simple Financial Planning

Please join in my conversation with Jim Moore CFP of Allworth Financial. Jim started his career as a player in the NFL. Hear about how his experience in sport has helped him to be the success he is today with his Dentist clients. What exactly is a “fiduciary”? Why does a dentist need a fiduciary as his/her financial advisor? What are some financial strategies that can be implemented for dentists? All dentists are different so their financial plan needs to be adapted to their needs, interests and lifestyle. Financial planning, estate planning, succession planning, exit strategies, and tax planning are all parts to the puzzle. Find out how Jim and Allworth Financial can put it all together for you. You can reach Jim at Jim.moore@allworthfinancial.com

Ep 62: Marketing Engineered For Great Results

Please join in my conversation with Cameron LiButti , founder of Bidview Marketing. As an engineer, he takes a different approach to the variables and data concerning marketing. Potential patients are more anxious about entering your practice than you probably realize. Learn about setting expectations on your website. What is the first-time visit going to be like? Define who you are and who you want to help, and then be authentic in presenting that in your brand and your marketing. Discover a personal touch for asking for reviews to get more of them. Reviews are very important to your online presence, and even more important is “review velocity”. How do you know how much to spend on marketing, and where are the most efficient places to spend your money in marketing? If you would like to learn more about what Bidview Marketing could do to help your practice, go to BidviewMarketing.com

EP: 61 Three Mistakes that may be quietly hurting your practice

Please join in my conversation with Jimmy Moore of FLO Business Solutions. Did you know there are better ways to handle your merchant services than through your practice management software that will cost you less money too? Should your patients be charged 3% to use their credit card? If so, what is the legally correct way to do it? Payroll has become complicated. Companies like FLO can put everything together so that everyone gets paid, gets paid correctly, and everything is in compliance with state and federal laws. There are some great pearls about leadership in our conversation. Hear about how the mantra “Win or Learn” can change the culture of your practice. HE HE is Hustle, Effort, Heart and Energy and applies well to sport and business. Ask yourself, “What does it feel like to be a patient in your practice? What does is feel like to be a team member in your practice?” Then get to work on your practice. You can learn more about FLO by going to flobizsolutions.com Payroll/HR: Review of potential gaps. https://payrollhrhealthcheckfb.scoreapp.com/ Business Efficiency: An overview assessing how current systems are working and how FLO can improve them. https://thebusinessefficiencyscore.scoreapp.com/

EP: 60 How to Get Patients to Consistently Give Testimonials

Please join my conversation with Dr. John Phillips. He was a guest for 10 previous episodes (Episode 5 - 15) and they were all fantastic. So many listeners have been begging me to have him back. In this episode we discuss the What, Why, Where, When, and How of getting a good testimonial from your patients. Learn about what a really good testimonial looks like. You may be surprised to find out that it’s not really about the doctor or the team. It’s about the patient’s story. Find out how to “rehearse” a patient to help them do a better testimonial. Learn about what it means to be the patient’s “guide” through the process. What questions should you ask? What the first question should always be, and why it doesn’t work as well if it is asked second - as is so often the case. Learn how you can create a “video second opinion” and why it’s so powerful. Learn about a game your team can play to help them get testimonials and have fun in the process. Getting a good or even great video testimonial can be done with a few simple steps done in the correct order. Roll, camera, action!

The Complexities and Confusion Surrounding Dental Insurance Reimbursement - It is Fixable! EP:59

Episode 59: Join in on my conversation with Cynthia Roberts from Dental Advocacy Group who help dentists and their teams to navigate and understand the complexities of dental insurance. Do you feel stuck in insurance? Do you even really know who you are in contract with? Learn about how insurance companies lease other fee schedules in order to pay you less and what to do about it. Is insurance participation hurting your profitability; and if so, how do you know how to figure it out? As in anything else in life, taking the complex and making it simple is always the right direction to take. So there is good news! It is fixable. The insurance confusion and complexity you may be finding yourself in the middle of can be fixed. You can get more information and take a free assessment of your practice at DentalAdvocacyGroup.com, or you may reach out to Cynthia Roberts directly at croberts@dentaladvocacygroup.com