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  • Roadmap to Practice Ownership: Expert Tips with Matt Kroeker from Bank of America

    Roadmap to Practice Ownership: Expert Tips with Matt Kroeker from Bank of America
    2025/02/20
    "If owning a practice is a priority, we need to prepare."

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    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
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    34 分
  • The Future of Orthodontic Software with Amy Smith from Ortho2

    The Future of Orthodontic Software with Amy Smith from Ortho2
    2025/02/13
    "Our ability to communicate has really exploded."

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    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
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    29 分
  • The Big Announcement: Jill Allen & Associates Acquires Communicate Excellence

    The Big Announcement: Jill Allen & Associates Acquires Communicate Excellence
    2025/02/06
    “You look great in pink!”

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    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
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    36 分
  • The Power of Personality: MBTI in Leadership and Team Building

    The Power of Personality: MBTI in Leadership and Team Building
    2025/01/30
    Exploring the MBTI and it’s Applications in the Workplace with Kimberly Collins.

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    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
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    43 分
  • Overcoming Barriers to Ownership with Dental Real Estate Partners

    Overcoming Barriers to Ownership with Dental Real Estate Partners
    2025/01/23
    Building equity through owning practice real estate offers long-term financial benefits.

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    Connect With Our Guest
    https://www.dentalrepartners.com/


    Summary

    In this conversation, Andrew and Reed discuss the benefits of owning dental practice real estate versus leasing. They highlight the importance of considering long-term needs and the flexibility that ownership provides. They emphasize that owning real estate allows for building equity and creating additional financial opportunities at the end of a dental career. They also mention the tax benefits and the ability to control the atmosphere and neighboring tenants when owning a building. The barriers to ownership, such as availability and cost, are also addressed. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships. They help dentists navigate the process of owning their own practice space, even if they don't have the upfront capital. They work with dentists to find the right property, structure partnerships, and secure financing. The availability of commercial real estate and capital restraints are the main barriers to ownership. However, there are opportunities to negotiate prices and find creative financing options. Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice.

    Takeaways
    • Owning dental practice real estate allows for building equity and creating additional financial opportunities at the end of a dental career.
    • Ownership provides flexibility and control over the atmosphere and neighboring tenants.
    • Leasing may seem less risky, but it can limit growth and financial control in the long run.
    • Availability and cost are common barriers to ownership, but exploring partnerships and considering multi-tenant locations can provide more options.
    • Understanding the tax benefits and financial strategies associated with owning real estate is crucial. Dental Real Estate Partners offers a unique approach to dental real estate ownership through partnerships.
    • Availability of commercial real estate and capital restraints are the main barriers to ownership.
    • Negotiating prices and finding creative financing options can help overcome these barriers.
    • Dental Real Estate Partners can assist dentists at any stage of the process and provide guidance and advice.

    Chapters

    00:00 Introduction and Background
    03:05 The Benefits of Owning Dental Practice Real Estate
    07:56 Flexibility and Control: The Advantages of Ownership
    12:28 Leasing vs. Ownership: Long-Term Considerations
    21:36 Overcoming Barriers to Ownership
    24:28 Tax Benefits and Financial Strategies for Real Estate Ownership
    28:44 Exploring Opportunities in Commercial Real Estate
    30:29 Overcoming Capital Restraints 31:27 Barriers to Dental Real Estate Ownership
    32:55 Advantages of Being an Owner-Occupied Tenant
    33:29 Working with Dental Real Estate Partners

    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
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    52 分
  • 2024 Highlights & Future Trends: Insights from Ryan Moynihan, CEO of Gaidge

    2024 Highlights & Future Trends: Insights from Ryan Moynihan, CEO of Gaidge
    2025/01/16
    2024 Highlights & Future Trends: Insights from Ryan Moynihan, CEO of Gaidge

    Ryan Moynihan shares insights on key data from 2024, highlighting growth trends in orthodontics.


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    Summary

    In this conversation, Ryan Moynihan discusses his journey in the orthodontic industry, the state of the market in 2024, key data points, and trends affecting orthodontics. He emphasizes the importance of patient management and the impact of digital innovations on treatment options. The discussion also touches on the need for orthodontists to adapt their strategies in response to changing market conditions and patient behaviors. In this conversation, Jill and Ryan discuss the importance of marketing metrics and profitability in the orthodontic industry. They explore the significance of understanding patient funnels, the surprises in industry growth, and the potential for revenue through retainer programs. Looking ahead to 2025, they emphasize the need for practices to focus on data analytics and partnerships to maximize growth opportunities. The discussion concludes with insights on leveraging external expertise to streamline operations and enhance profitability.

    Takeaways
    • 2024 showed positive production growth in orthodontics.
    • Adult exams are finally seeing growth after a decline.
    • Digital innovations are influencing treatment options.
    • Patient management is crucial for conversion rates.
    • Orthodontists need to be mindful of their pricing strategies.
    • The economy is expected to improve in 2025 and 2026.
    • Observation patients should be actively managed.
    • Understanding patient funnels can enhance practice efficiency. We absolutely have to be paying attention to marketing.
    • Understanding metrics is essential for business owners.
    • Surprises in the orthodontic industry include growth rates and patient trends.
    • Leveraging external companies can enhance practice efficiency

    Chapters

    00:00 Introduction - Ryan Moynihan
    06:05 Key Data Points and Trends from 2024
    11:51 Patient Management and Conversion Strategies for 2025
    22:26 Marketing Metrics and Profitability
    27:38 Looking Ahead
    34:01 Leveraging Partnerships for 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
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    43 分
  • The Pillars of Customer Service with Jill Allen

    The Pillars of Customer Service with Jill Allen
    2025/01/09
    Welcome to the Hey Docs! Podcast with your guest host Jessi Megna.

    Today’s episode is all about the patient experience in orthodontic practices with Jill Allen. From understanding what patients truly want to building trust and even handling difficult conversations, Jill will be sharing her insights on how to create an authentic and engaging experience for every patient.

    Let’s dive in!

    Summary

    In this conversation, Jessi and Jill discuss the nuances of customer service in orthodontics, emphasizing the importance of authenticity, trust, and micro-interactions in creating a memorable patient experience. They explore how practices can build trust through consistent communication, the significance of team alignment, and the impact of humor in patient interactions. Jill shares insights on addressing negative experiences and the importance of being true to oneself in practice. The discussion highlights the need for a tailored approach to patient care and the value of small, thoughtful gestures in fostering loyalty.

    https://www.practiceresults.com
    https://www.instagram.com/jillallenandassociates/
    https://www.linkedin.com/in/jilljallen/
    https://tiktok.com/@jillallenandassoc
    https://www.facebook.com/JillAllenandAssociates/

    Takeaways
    • Patients expect attentive service and the latest technology.
    • Authenticity in patient experience is crucial for modern practices.
    • Team alignment is essential for consistent patient interactions.
    • Micro-interactions can significantly enhance the patient experience.
    • Negative reviews often stem from accumulated micro-aggressions.
    • Addressing issues with empathy can help resolve patient concerns.
    • Practices should focus on their unique strengths and authenticity.
    • Humor can enhance the patient experience when used authentically.
    • There is an abundance of patients seeking unique experiences.
    • Effective communication involves listening to understand, not just to respond.

    Chapters

    00:00 Introduction and Pet Peeves
    02:04 Understanding Patient Expectations in Orthodontics
    05:44 Creating an Authentic Patient Experience
    10:27 Building Trust Through Consistent Communication
    17:11 The Importance of Team Alignment
    21:52 Micro-interactions: The Little Things Matter
    28:42 Addressing Negative Experiences and Reviews
    38:27 Infusing Humor and Authenticity in Practice
    45:24 Final Thoughts and Resources

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    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
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    50 分
  • Lead Follow-Up Done Right: Speed, Frequency, and Consistency

    Lead Follow-Up Done Right: Speed, Frequency, and Consistency
    2025/01/02
    Welcome to the Hey Docs! Podcast with your host Jill Allen.Today, we’re discussing the vital role lead management plays in the success of orthodontic practices. We’re joined by the founder of LeadSigma, Scott Hansen, to help us break it all down. From speeding up lead follow-up to leveraging AI and automation, we’ll cover what practices can do to streamline the new patient process while keeping a personal touch. Get ready for some actionable insights on how to effectively convert leads into patients and stay ahead in this ever-evolving industry!Let’s get started!SummaryIn this engaging conversation, Scott Hansen shares insights on lead management in orthodontics, emphasizing the importance of speed, frequency, and consistency in converting leads into patients. He discusses the evolution of Lead Sigma, the role of automation and AI in enhancing patient experiences, and offers practical advice for practices to improve their lead follow-up strategies. The conversation also touches on overcoming resistance to new technologies and the future of AI in the industry.https://leadsigma.com/https://www.instagram.com/leadsigma/https://twitter.com/LeadSigmahttps://www.facebook.com/leadsigma/https://www.linkedin.com/in/scott-hansen-4393a417/TakeawaysScott grew up in an orthodontic practice and managed it successfully.Lead Sigma was created to help practices manage leads effectively.Speed, frequency, and consistency are crucial for lead conversion.Practices should follow up with leads multiple times for better results.AI can enhance patient experiences without replacing human interaction.Automation can streamline the lead management process significantly.Practices need to prioritize lead follow-up to maximize ROI.Understanding the cost of lead generation is essential for practices.AI tools can help practices manage missed calls and appointments.Continuous improvement in lead management can drive practice growth.Chapters00:00 Introduction to Scott Hansen and Lead Sigma02:57 The Evolution of Lead Management in Orthodontics06:03 Importance of Speed, Frequency, and Consistency in Lead Conversion09:06 Strategies for Effective Lead Follow-Up12:02 The Role of Automation and AI in Patient Management15:12 Overcoming Resistance to New Technologies in Practices17:51 The Future of AI in Enhancing Patient Experience21:02 Advice for Practices to Stay Ahead of the Curve24:07 Speed Round with Scott HansenConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
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    40 分