Megan Lohman is the Founder and Co-CEO of Plan Forward, a software platform empowering dental practices to drive growth and profitability through smarter membership plan management. With a background in sales, marketing, and recruiting, Lohman discovered a critical gap in dental care access when working in a dental office during the Affordable Care Act implementation. What began as a homegrown solution evolved into Plan Forward, launched in 2018, which now helps practices create white-labeled membership plans that increase patient visits, treatment acceptance, and practice revenue. Through her data-driven approach and dedication to practice profitability, Lohman has transformed how dental offices approach uninsured patients, creating win-win solutions that benefit both practices and patients seeking affordable care options.

Feeling frustrated by uninsured patients who delay treatment or hesitate to get necessary x-rays? Many dental practices struggle with inconsistent revenue and patients who resist recommended care due to cost concerns, while others resort to random discounting that erodes profitability. What if there was a strategy that could increase visits, boost treatment acceptance, and create predictable recurring revenue without sacrificing your practice philosophy?

According to Megan Lohman, Founder and Co-CEO of Plan Forward, dental membership plans represent a transformative opportunity when implemented properly. Data from their integrated software shows that membership plan patients generate 2-3X more revenue than typical uninsured patients, with nearly double the production per visit and 1.5-2X more frequent visits. The key difference? Patients who join membership plans no longer hesitate to get recommended x-rays and diagnostics that are bundled into their plan, leading to better diagnoses, increased treatment acceptance, and improved oral health outcomes. Lohman emphasizes that practices should stop giving random discounts and instead offer reduced fees only in exchange for the commitment and loyalty that comes with membership enrollment.

In this episode of The Marketing32 Show, host Brett Allen interviews Megan Lohman about the strategic implementation of dental membership plans. They explore how Plan Forward helps practices develop white-labeled plans that reinforce the practice’s brand identity, the importance of proper accounting procedures for membership revenue, and practical ways to promote plans through existing communication channels. Lohman shares insights on determining optimal pricing structures based on specific practice goals and emphasizes that membership plans serve as an attractive alternative to traditional dental insurance for the growing number of patients without employer-sponsored benefits.

Bryton Nield is the CEO and Co-founder of Dentist Partner Pros, a consulting firm that helps private dental practices build thriving associateships, partnerships, and teams. Since co-founding the company in 2021, Bryton has been instrumental in developing systems that have transformed the dental industry's associate hiring success rate from 25% to 85%. With a background in building two successful startups into seven-figure businesses, he brings a passion for leadership, communication, and creating clear expectations to the dental field. Bryton is also a sought-after speaker, sharing insights on dental hiring, onboarding, and team development on various industry podcasts and events.

Most dentists don’t learn how to hire effectively in dental school — so when it comes time to bring on an associate, the process is often rushed, emotional, and costly. With over 70% of dental associateships ending in failure, it’s no wonder practice owners are frustrated and confused. Why do so many associate relationships fall apart, and what can be done to change the outcome?

According to Bryton Nield, a nationally recognized expert in dental recruiting and leadership systems, most associate hires fail before they even begin because the practice owner isn’t actually ready. He highlights that emotional readiness, practice capacity, and financial metrics must all align before a new doctor can thrive. When dentists skip these foundational steps, they often default to “panic point hiring,” which leads to misaligned expectations and costly turnover. Bryton emphasizes that associate success isn’t just about finding the right person; it’s about becoming the right leader and creating a structured, win-win environment.

In this episode of The Marketing 32 Show, host Brett Allen sits down with Bryton Nield, Co-founder and CEO of Dentist Partner Pros, to discuss the real reasons associate dentists don’t work out — and how to fix it. They break down panic point hiring, practice readiness benchmarks, and the leadership mindset needed for successful associateships. Bryton also shares how to craft a recruiting and vetting process that gets it right the first time.

Dr. Avi Patel is the Founder of Clear Aligner Advisor, a company that empowers dental professionals and dental service organizations to implement and scale clear aligner treatments through comprehensive, brand-agnostic training and support services. Dr. Patel began his career in private practice before transitioning to education and consulting. His flagship program, Clear Aligner Blueprint, offers dentists a step-by-step system to confidently integrate aligners into their workflow, enhancing clinical confidence and optimizing results. Dr. Patel is also a content creator and thought leader, regularly sharing insights on aligner therapy through social media and speaking engagements.

Most dentists know clear aligners can be a major revenue driver, but actually getting patients to say “yes” is a different story. Practices often rely on marketing to bring in leads, only to lose them due to shaky internal workflows and unclear roles. What if the key to scaling aligners isn’t more ads, but better in-office conversations?

According to Dr. Avi Patel, a leading voice in aligner implementation for general dentists, the answer lies in converting the patients already in your chair. He highlights that most dentists don’t need more leads — they need better systems for communication, team handoffs, and patient education. By focusing on predictable cases and teaching every team member their role, practices can dramatically boost case acceptance without external marketing. This shift not only increases production, but also improves patient outcomes and practice morale.

In this episode of The Marketing 32 Show, host Brett Allen sits down with Dr. Avi Patel, Founder of Clear Aligner Advisor, to talk about how dentists can generate millions in aligner revenue without flashy marketing. They dive into internal conversion workflows, team-driven patient education, and why pitching oral health over cosmetics makes all the difference.