Most dentists focus solely on clinical excellence, which is expected. But when was the last time you paid attention to the financial health of your practice?

If it’s been a while for you, then here’s everything you need to know.

In this episode, I sit down with Tim McNeely, founder and CEO of Dental Wealth Alliance, to talk about how dental professionals can eliminate financial confusion and fear.

Tim brings his wealth management expertise to the table, focusing on key strategies that include tax mitigation, retirement planning, and practice exit strategies tailored specifically for dentists.

From the five pillars of wealth management to the importance of stress testing your financial plan, this conversation uncovers everything you need to know to protect your practice and personal wealth.

If you’re ready to make smart, strategic moves for your financial future…this episode is for you. Tune in!

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Key Takeaways:

Introduction (00:00)

Meet Tim McNeely & the financial advice dentists need (03:01)

The five key pillars of wealth management (07:11)

How the rich manage their wealth (11:50)

When you need a wealth management advisor (14:30)

Is your advisor getting good results for you? (22:38)

Stress testing your financial plans (25:45)

Final thoughts & lighting round Q&A (28:44)

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Connect with Tim:

Facebook

LinkedIn

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Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.

This podcast is sponsored by Dental Intelligence. Learn more here.

This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here.

Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

Are all the great insights from the dental conferences you assist gathering dust?

While investing in continuing education is a must for dental practice owners, it doesn’t necessarily mean that the learnings are being put into practice.

So, how do you take the step from knowledge to implementation?

Today, I sit down with Brenda McNulty, a dynamic leader in the dental industry with over 30 years of experience in both clinical and business settings.

As the owner of DSO Facts, Brenda excels in transforming dental practices by putting knowledge into action. Her work focuses on creating accountability systems and empowering teams to work efficiently, both in-office and remotely.

In this episode, we tackle a problem many practices face: learning new strategies but failing to put them into practice. Brenda and I touch on how leadership, proper implementation plans, and accountability can take your practice from stagnant to thriving.

We also touch on the difference between consulting and fractional training, how to monitor your KPIs, and much more.

If you're ready to stop wasting time and money and start turning your new knowledge into real results, then don’t miss this episode. Tune in!

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Key Takeaways:

Introduction (00:00)

Brenda McNulty’s take on leadership & implementation (02:06)

Why accountability & implementation plans are a must (08:24)

Tracking implementation plan performance (13:28)

Consulting vs. Fractional Training Officer (19:26)

Measuring ROI & getting external help for implementation (21:02)

Final thoughts & lighting round Q&A (26:03)

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Connect with Brenda:

LinkedIn

Facebook

Instagram

DSO Facts Website

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Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.

This podcast is sponsored by Dental Intelligence. Learn more here.

This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here.

Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

Sometimes, all that’s in the way of doubling your practice’s growth is not having an office manager.

In this episode, I sit down with Zachary Shelley, a leading dental office manager who’s achieved incredible growth in just 4 years at Satellite Family Dentistry.

Zachary’s journey to dental office management is unconventional — he went from professional skateboarder to dental lab manager, eventually landing the role at Satellite as its very first office manager.

And how is that going? Well, in this episode Zachary shares not only the changes he made as office manager but also how he’s helped the practice retain over 88% of new patients, simply by focusing on elevating patient experience and team communication.

Additionally, we talk about team culture and the power of creating a structured, supportive environment where the staff feels valued. Other themes include:

• Zachary’s evolution in dentistry
• The value of ongoing education
• And tips for empowering staff.

These growth-boosting insights are just a click away. Tune in!

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Key Takeaways:

Introduction (00:00)
How Zachary Shelley became a dental office manager (01:42)
The importance of continuing education (11:01)
Zachary’s method of creating a positive team culture (16:01)
The hardest part of Zachary’s job & improving communication (22:16)
How to get 88% patient retention like Zachary does (24:09)
Final thoughts & lighting round Q&A (27:58)

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Join the Dental Office Manager Success Network to connect with Zachary and learn all about dental office management: https://www.facebook.com/groups/1043108050120371

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Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.

This podcast is sponsored by Dental Intelligence. Learn more here.

This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here.

Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!