As a private practice owner you cannot rely only on great clinical care to attract new patients and keep them over time. You’re supposed to be great and there’s plenty of competitors to you. How do you differentiate? One way is to offer great customer service, but unfortunately a lot of practices don’t take it seriously. My guest today consults with dental practice owners, and he helps them take it seriously.

Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is a Key Opinion Leader for various dental marketing companies. Since 2013, Jake has personally consulted more than 5,600 dentists nationwide on their marketing strategies and sales skills to reduce unnecessary spend while increasing collections. Jake founded GOAT Dental Marketing Consultants in early 2023, providing marketing strategy and sales coaching for dental offices across the country. Jake, with his wife and two daughters, enjoy living and playing in the mountains of Northern Utah.

In this episode Carl White and Jake Goates discuss:

• What’s included in customer service and what’s not
• Why medical and dental practices are late to the game in prioritizing customer service
• Examples of the best customer service he’s seen in dental practices

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016

www.goatcmo.com

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Retirement planning as a practice owner has more moving parts than it does as an employee. As an owner, you have personal income and business income, and frankly, more choices. More choice can be good as long as they choices make sense, and my guest today helps her clients sift through their choices to build a sensible retirement plan for them.

Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she’s the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.

In this episode Carl White and Alexis Gallati discuss:

• The choices that a practice owner has for retirement planning
• The advantages an owner has compared to an employee
• How to think about a strategy for retirement planning, especially when you have a longer time horizon

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

The federal tax code is almost 7,000 pages, not to mention your own state’s tax code. Buried in those pages are some obvious ways to save on taxes, and some not so obvious ways. My guest today works with individuals and business owners to find those non-obvious ways, and he’ll give us a few examples on this episode.

Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work for any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, and very sad that the ski season is over!

In this episode Carl White and Drew Powers discuss:

• Some examples of non-obvious ways to save on taxes for individuals
• Some examples for practice owners
• Some non-obvious ways to watch out for
• The team Drew recommends you have in order to find tax savings strategies

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

https://powersfg.com/

https://www.linkedin.com/in/powersdrew/

https://www.facebook.com/PowersFG

https://twitter.com/Powers_FG

https://www.instagram.com/powers_fg/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg