Dental A Team Podcast

There are roles in a practice people are meant to have, and there are those that'll suck the soul right out of someone. Tiff and Kristy go into how to match team members to where they'll operate best (and where they want to be), what to do when there aren't any "right" seats available for your right person, how to know the right seat from the get-go, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:01) Hello Dental A Team listeners. I am here with you today. My name is Tiffanie. For those of you who don't know me, I never introduce myself. That's kind of weird. I maybe should. I introduce you guys, I never introduce myself. So I know we have some new listeners here, because I know we've some new subscribers. If you are new here with us, thank you so much. We love the support, and we really truly are here to give the world of dentistry as much as we possibly can. So keep listening. Go back through the archives. There's a million podcasts that you can listen to. There's a ton of free resources on our website as well, TheDentalATeam.com. And gosh, we have webinars, we have all kinds of stuff. We have Summit coming up. I don't know if this is released before or after Summit, so we'll see. If you weren't there, sign up for the next time. If it hasn't happened yet, sign up for this time. Go head to our website, TheDentalATeam.com. There's links all over the place there. Or reach out to us, Hello@TheDentalATeam.com. We'll get you more information. So for those of you who are new here, I'm Tiffanie. For those of you who have been here for a long time and you're like, who is this chick? I'm Tiffanie. I am a consultant here with the Dental A Team and I have Ms. Kristy here with me today as well. She is a stellar consultant here with us. She has years and years of amazing experience within consulting, office management, billing, treatment coordinating, all the pieces the list goes on, as well as some other fun facts that we won't like dive into today. ⁓ but she has some other really cool jobs she's held within her lifetime as well. So Kristy, welcome. I appreciate you being here today. How are you? The Dental A Team (01:31) Good, thank you. It's always a good day when we get to podcast and help our clients out through our podcast tip and hearing the results when they comment and how we've been able to help. So it's always fun to dig in and tackle another topic with you. The Dental A Team (01:48) I agree. I agree and I thank you for that. can say, gosh, Kiera had this awesome idea. Kiera, our CEO and our founder, she does a lot of the podcasts here. If you're new, you'll hear her a ton. She had this amazing idea. Gosh, I should know how old this podcast is, but I do not. I have been here the whole time and I do not know how old it is. That's okay. Years and years ago, Kiera came to me with a great idea and her famous line is, Tiff, I have a great idea. The Dental A Team (01:51) Peace. The Dental A Team (02:15) and I remember her coming to me and she's like, we have to do a podcast. And I was like, oh my God, that sounds amazing. I don't know what that means. I don't know how to do it. I assume you'll figure it out. And she did. we, I just have to say this podcast has turned into something that we never imagined that it would turn into. It has reached so many more people than we ever imagined possible. We did the podcast, we decided we wanted to put it out into the world because we really wanted to expand our reach. truly. wanted to expand the reach that we had within the community that we had, because we only have our handful of people that we can reach. And we said, there's gotta be more and we wanna give the world of dentistry and businesses alike free information. And we love talking. So this is great. We're just gonna do this. And Kristy, it's just been so cool to watch it morph over the years and...

Dear listener, it is possible to scale your practice and keep your sanity! Kiera discusses three overall pieces of advice for those who have expanded/want to expand to multi-practice ownership, including centralizing atmosphere and tactics, establishing leadership infrastructure, and keeping your communication fluid. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today I wanted to dig into multi-practice management and how this can be something so fun. I know several of you have multiple practices. I had multiple offices and I just think that this is a space of like, all right, here we go. How can we make this amazing? And how can we lead, scale and stay sane? I think is a big spot because I think that when we go from one practice to two practices, I know I went. insane and it was not fun. And so for you, I just wanted to break this down because I really think this is a popular thing. And also if you're sitting on the fence of should I grow, should I not grow, I think it's going to be a fun discussion for us today. And I just wanted to say, welcome to the Dental A Team podcast. I'm Kiera Dent and I'm so happy you're here. I love all things dentistry. I love everything that we're about. I love helping you have the best day. I love positively infusing you and your practice with goodness. I love reminding you that you are in the absolute best profession. And this podcast is made free because you guys share, review, like, and you're able to bring in more and more listeners for us. So I just want to say thank you. And if you haven't done that today, please share this, like this, review this. That's how we're able to stay at the top of the list for more offices to be positively impacted, to grow their practices with ease, and to realize dentistry should be fun again. So with that, I want to talk about like, when we go into multi-practice ownership, it can get really freaking thrilling. So. I want you to look at like, okay, things that we need to do are as we grow and evolve. Number one, I want you just to ask why are you doing this for ego? Are you doing it for impact? Are you doing it for fun? Are you doing it to be acquired by a DSO? Knowing your why and then putting that up on the mirror so you never miss it is going to help you tremendously. Like genuinely a hundred percent just have that why because then it gets really, really thrilling. And so for you then it's going to be, okay, great. Once we have that, I look at like, what can we centralize? So when we brought our second practice, it was make everything very, very simple and very easy for us. Meaning I want it to be all of our software is going to be the exact same. So we have the same software, the same colors. So from practice to look like the different locations when doctors go multi offices, it actually is very easy. Also, we had billing. So we had one person who was over the billing of all the practices. What about our reporting? Can we have the same reporting? So different scorecards that are reporting the same thing. over the location that we have at centralized so we can quickly look and see how is each location doing. And then also making sure like our handbook, our SOPs, our operations manual is the same. So we set up the operatories the same. We do the same thing for hygiene. Everything is the same. So again, think about McDonald's. Could you imagine McDonald's or Chick-fil-A or any fast food restaurant opening multi-locations if the experience isn't the same that actually gets hard. Now there can be some nuances but the core infrastructure should be very, very similar. Then after that, you also want to make sure that you have the same culture, team culture and patient experience. So again, go back to Chick-fil-A, the employees all have about the same, the culture is the same, we...

Dental A-Team is all about case acceptance. In this episode, Kiera shares how a practice can double its case acceptance in one month (or even one day! She has receipts!). She gives five tactical tips practices can apply today to refine that acceptance and start upping that percentage of "yes." Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is a great day. I hope that you're loving it and I hope that you remember just as a quick little motivational thought for you that what's right is just as available as what's wrong. And I think so often we're looking at what's wrong in my life and why isn't this working versus thinking what's going well, what's right in the world, what's what's and I'm not saying to belittle, miss sunshine and not see all the things that are really going on. But I do think that what we focus on, we attract and we achieve more of. so practices that are high performing practices that really have great cultures, they're looking for what's right in this world. They're looking for the good, the positive, they're building that. But that does not mean that they're not seeing the things that need to be impacted and fixed. And so I just really want you to, to think about that today as we as we tackle a fun topic, and that's about case acceptance. And if you know me, you know that I'm obsessed about case acceptance and Today we're gonna go through how to double your case acceptance in 30 days or even just one day. And it's really true. I've done this multiple times. We've taken practices from 50 % case acceptance to 100 % in one day. I have some practices, they know who they are, they listen to the podcast, shout out to them, where we coach their treatment coordinators. And we've been doing this for several years and we've added multiple millions to their practices. We're not quite to the billions, no pressure team. I know you guys like a good challenge, ⁓ but genuinely, and it's through helping. just people have better lives. And I think about case acceptance and people are like, but you know, case acceptance, Kiera, it's about like money or it's this objection. And I just want to say that realistically, most treatment coordinators, what happens is we accidentally plant weeds in our flower gardens, aka objections in our case acceptance, unintentionally. And I can have the exact same patient, exact same scenario, different treatment coordinator, different result. And so what I found, and this is why I love this, this is where I got my start. You guys know that I'm obsessed with helping patients and teams and dentists just have their best lives possible. And so really just giving you guys some tips on how we can do this, how you can boost your case acceptance. And these are tactical ways. So like take the recipe today, take this in, apply it. But what I want to say is I believe that case acceptance is a journey and it's not an overnight sensation. And these practices I alluded to, again, they are some of my favorite clients to work with. The team is amazing. They show up, they have grit. and they recognize that it is always a next level to improve. And so that's why we work together because we are like, I've trained them for years and yet they keep coming back and we keep refining and we keep going to the next level and we keep improving because there's always a next level within case acceptance. And I think when you recognize that and you see that you can actually be an even stronger treatment coordinator. you guys know, Dental A Team, we are obsessed with making your life better. We love to work with doctors and teams. We love to do it virtually or in person with you and to possibly influence and impact the world of dentistry in the greatest way possible. So I'm so glad you're here on the podcast with us. If you love our podcast,...

This episode is all about the stress of people — managing them, working with them, attending to them, etc. Tiff and Kristy discuss what it means to manage results and lead people, and how sticking to systems of accountability in your practice can take a lot of that stress off your shoulders. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. We are back here today with another amazing podcast. I say that because I just know this is gonna be incredible content. I'll introduce myself again. I realized a podcast ago that I never introduced myself. I'm Tiffanie I am a consultant, a dental consultant here with the Dental A Team. I've been here for a really long time, so I guess I just assume everybody has also been here for a really long time. I think everybody's like my best friend and I sit here. on this podcast, Kristy with you and with all of the listeners, just talking to my best friend. Like that's just how I roll. So I'll take the moment to say hello, welcome. Thank you to those who have been listening for a long time or a short time or a new today. We love being able to reach new people. Part of our mission is to reach as many people as we possibly can. And it's worded much better than that, but that's the gist of it. And Kiera, know, get, Kiera likes to quiz us. every now and again and I fail every time you guys. It's just like words in my brain get jumbled. It's okay, it's totally fine. So our mission is here. We are so excited to welcome you. Kristy, I am excited to welcome you here with me today. You have been on a podcast roll with me. We have busted out so many. I really truly appreciate you for that and for so many other reasons. So thank you for being here today, Kristy. The Dental A Team (01:18) Thank you. Thank you for having me. I'm excited. The Dental A Team (01:21) Yeah, thank you. We have been chatting quite a few things. KPIs, I think this is the month of KPIs and results and it makes sense because Q1 is behind us. We're rolling into Q2 and making sure that we are set for success because my opinion is if we wait until November, but even July, if we're like, gosh, Q3, what are we doing? What are we doing? You're already behind you guys. You got a lot to make up at that point. You might as well just start now. I love this role that we've been on today. We also always get to hit some personal development pieces, which is fun as well. So today, where this podcast right now, we really want to talk about the human side of things. Kristy, something that I notice, I get the luxury of seeing Dental A Team from all of the different sides. I get to see it from sales side, from marketing side, from development side, like all of education, from consulting. every space of Dental A Team, I feel like I have a little toe dipped in there, just because I've been here for so long and I've helped in so many different facets to create what we are doing today. And with that, I get to see all of the different reasons that all of our clients are attractive to us and the people who are not yet clients or have just come for, know, tell me what my gap is and let me work on it. All those people, all the doctors, all the teams, are typically coming and they're saying, I say this all the time, they're saying systems, right? We need systems. Clean up my systems, Kristy. My systems are broken. And they're like, please. And I've watched it. I've watched new to Dental A Team consultants be like, okay, let's start and we'll dig into systems. And I'm like, wait, wait, wait. Do we know that that system's broken? Like, let's take a step back and really figure out what it is, what it is and why you're actually here. because your systems is the word that you're using to describe your issue, your symptom. And what typically is happening is we have stress. Things aren't working. They're not...

It's time to perform a special audit in your practice! This one is called the Invisible Friction Audit. Kiera guides listeners through how to catch problems that might not be very obvious, but are total gamechangers in terms of practice operations. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is going to be a great topic. I hope you guys are excited about it because it's going to be an audit of your practice. I think that there's oftentimes invisible friction that's happening inside practices and offices oftentimes don't catch it. They don't understand what's going on and they're like, something's happening and it's just this invisible friction. And so how can we actually catch this sooner in your practice? If you guys are new to our podcast, welcome. I'm Kiera Dent, host and founder of the Dental A Team and the Dental A Team Podcast. I'm obsessed with all things dentistry, including my last name being Dent. Our mission is to possibly impact the world of dentistry in the greatest way possible and to influence, inspire, and to motivate you to have the best practice, the best life, and the best team that you could ever imagine. I genuinely know and believe that running a successful practice does not need to be hard. I've had hundreds of thousands of clients tell us that, Carrie, you've changed our perspective. You've made this to where... I feel happy about going to work. You've inspired my team. We've got team members that text us telling us how much they love working with Dental A Team. And that's our mission. That's our passion. That's what we are truly experts in the field for. And today, this is one of those things of like, when you have friction that's invisible, how do you actually fix that? How do you actually make this thing better? How do you make it to where, my gosh, like, like we don't know and how can we catch this? So I wanted to just help you see like, here's the quiet, invisible, almost like. cobwebs in the back corner that if you are able to figure this out, fix it so it's not there, you're not just walking past it, hopefully your practice will be able to thrive. ⁓ So number one is just like, how long does it take to make decisions to move your practice forward? And delayed decisions, I remember one of my favorite quotes is, a wrong decision is better than like indecision. ⁓ Indecision actually impacts far greater than making a wrong decision and... I remember I was at this really big financial conference and they were talking about how one of the presidents of the United States, I don't remember which one it was, came in and there was this big thing of who we're going and what different things they were going to do. And it had serious impact. And the president came in and made a decision. like, well, how do you know that's the right decision? He said, I don't. But what I know is us sitting in indecisions costing us more than making a wrong decision. And I've thought about that a lot of, I don't even think half of the decisions we make in a day and day out of a practice. would impact millions of lives and different pieces. And yet I think we sit on them acting as if they are these big audacious decisions rather than just making a decision. And I think it also builds the decision-making bone in our body where it's like, okay, we just make decisions and we move forward. And I think empowering your team to be able to make those decisions without needing to come through you to make every decision. So for example, like delayed decisions on. treatment sitting in unscheduled. like, are we calling on those people who's taking responsibility for that? Like, let's just get unscheduled treatment called in on a consistent basis. What about like billing and insurance errors and issues? What about lab cases not being tracked? What about our...

Re-releasing a DAT listener favorite! Morgan Hamon, president of HDA Accounting Group, is on the pod! HDA is a dental-specific accounting group, and knows dentistry inside and out. Kiera and Morgan discuss profit margins, benchmarks, and AR aging, plus why having good financials will help you make smarter decisions. A profitable practice is more helpful for patients, more secure for team members, and less stressed out in times of uncertainty. Don't run your practice blind; get a good CPA. About Morgan: Morgan is a graduate of the University of Arizona school of business. Following graduation, he was commissioned as an officer in the United States Navy and served for over ten years as a Naval Aviator flying carrier-based F/A-18 Hornets. During that time, he deployed to Persian Gulf and flew combat missions over Iraq in support of Operation Southern Watch. He also served as a flight instructor and landing signal officer for newly winged Naval Aviators transitioning to the Hornet, training pilots in air-to-air combat and landing on aircraft carriers. After leaving the Navy, Morgan obtained a master's degree in accounting with a concentration in taxation from Metropolitan State University of Denver. He is a Certified Public Accountant (CPA) and is the co-founder and President of HDA Accounting Group leading a large staff of professional accountants delivering a variety of financial accounting and tax services. Morgan regularly conducts practice profitability advising for over 500 dentists nationally, helping them analyze their financial data and identifying strategies for profit improvement. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time. on the Dental A Team podcast. speaker-0 (00:33) Dental A Team listeners. This is Kiera and you guys, I am so excited. It's always fun when I'm getting ready to start a podcast and the person on the other side of it is somebody that I have just idolized. I refer to their company all the time and then I'm like, oh my gosh, it's you. And that was what just happened with this guest. Today I'm bringing you guys Morgan Hamon He is the president of the HDA accounting group. So you guys know we have a lot of accounting groups that we work with at the Dental A Team. I'm really pro vetting them. and finding out one of things I love about HDA is they literally have incredible forms for profitability of a practice. Also, watching all your different overhead and you guys know we're super, super pro. But something really fun about Morgan before we bring him on is that he is a graduate of the University of Arizona School of Business. So after that, he actually was commissioned as an officer in the United States Navy and served for over 10 years as a naval aviator flying carrier-based F-18 Hornets. So I'm dying to find out about that. because he was deployed to the Persian Gulf and flew combat mission over Iraq in support of Operation Southern Watch. Insanely cool stuff. So not only are you a CPA and sometimes CPAs can be boring people. So the fact that you did this and I say that with love to all my CPAs, I was almost fired from a CPA firm once upon a time because I talk too much. So I'm super jazzed. So Morgan, welcome to the show today. How are you? speaker-1 (01:51) Thanks, I'm doing well. Appreciate being...

Tiff and Kristy shine a light on key performance indicators that won't just propel a dental practice to success, but any business. This includes knowing your numbers (stop treating them like the bogeyman!), locking in production, case acceptance, and diagnosis. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello Dental A Team listeners. I am so excited to be here with you today. You guys know that we love podcasting. I hope we have a ton of newbies here who don't even know who we are. I say that because our reach at Dental A Team is something that we are intentional about and intentful on expanding further than you guys can even imagine. So something that we are very intentional about at Dental A Team is looking at how many lives have we impacted. and how many lives can we impact. And we know that dentistry is vast, business is vast, so we also know we have some listeners here who aren't even in the dental industry, but just business owners in general. We love that and we wanna welcome all of you. So all of you who are here today that have been listeners for a long time, welcome and thank you so much. All of you who have shared these podcasts with others, thank you so much because you are helping us serve our mission. And for those of you who are new, know that Dental A Team is mission full and mission forward and we are here to help support you in the best ways possible. So welcome everyone. Today's topic is gonna be super fun. But first, let's welcome Kristy to the show. Kristy, how are you today, my dear? Thank you for being here. It's a Tuesday afternoon for us, so it's a little wild for a podcasting day, but how are you doing over there today? The Dental A Team (01:17) Doing good. Hey, ⁓ we had a big warm up and now we're kind of on the downside of it. So the weather's perfect and couldn't complain. And I get to spend time with you. The Dental A Team (01:28) I agree. I know I do love podcast days. So this one's a long time coming. This one was a long time coming and it's true. We definitely were both in Phoenix. The Phoenix area, I should say. Everybody always says, where are you? And they're like, is that Phoenix? Like, it's all Phoenix. So we are in the Phoenix area and it definitely got warm really, really early, probably two months earlier than normal for the, for the, temperatures that we were experiencing. So we've definitely felt like, gosh, we hit summer really early, but we're getting a little snippet of springtime right here around the corner. So I agree. I'm very, very excited for this cool down we're experiencing. With that, I think that's actually like a really good thought process to start on. We have our warms, we have our cools, and with quarter one having, you know, it's behind us at this point, really looking forward to see what the other three quarters look like. Was that a warmup for you? Was it cool down? We have some practices that are onboarding right now, some new practices that are onboarding to Dental A Team that are like, gosh, I've been in a cool down or they're about to onboard because they're in conversations with us and we've had kind of a cool down for that first quarter, meaning maybe we're not tracking quite as well towards our goals as we could be, but I've got a few practices. I talked to one specifically just today that is in a massive warmup and Kristy, I'm gonna brag for a second. I saw them just a weeks ago in person and we did our in-person visit and we, gosh, it was our first one ever and the team was just phenomenal. They jumped on board. The doctors were just floored at how well the team jumped on board with the goals. They've never talked goals before. I increased them by quite a bit, by like 17%. I said, you guys can do this. I know what you're capable of and you know what, Kristy, as of last Friday, which there's still two days left in the...

Kiera is a guest on The Zero Balance Podcast with John Stamper! She and John discuss the advancement of software over the past few years, and why the current culmination — artificial intelligence — isn't something to be skittish around in your practice. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today we are sharing a guest interview I did on another podcast. And it was too valuable not to bring you guys here. this episode, you're gonna hear this host lead the conversation and then I'll wrap us up at the end. I cannot wait. It was truly one of my most incredible episodes and I truly hope you enjoy. John (00:19) What's going on everybody. Welcome to another episode here on The ZeroBalance podcast brought to you by the team at Quanta Suite. Very excited to keep this thing going. Uh, our last conversations and episodes crazy to think it's 2026 already were at the Dykma conference. And I had the privilege of spending time, not only with the Quanta Suite team, but also a lot of great individuals that came on the podcast and talked about what they were seeing in that case, it was in the DSO space. Uh, I'm very excited today to be with Kiera Dent from the Dental A team. I've known Kiera for many years. We were actually just talking before we came on here live. ⁓ she is doing a lot along with her team to help dental practices, take things to the next level. she's been in dental for many, many years. And so we're going to have a conversation today, ⁓ kind of around all things AI and automation and love to have her, you know, kind of share with all of you what she's seeing, you know, her and her team are working with dental practices on a daily basis. And obviously, you know, the Qantas suite team is, is creating. their software in an effort to be able to support practices in the RCM world. But Kiera, it's such great to have you here. How you doing? Kiera (01:26) Oh my gosh, John, it's great to see you again. And I love chatting about all things dentistry. I love having the last name dent. I love dental. love AI. love, um, it's crazy. Dental A Team hits 10 years old this year, which is like absolutely wild. Uh, 2026, I was getting ready to, know, writing my goals out and I was like, Oh my gosh, I turned 40. My husband turns 40. We've been married for 15 years and Dental A Team hits 10 years this year. So ⁓ and I bring that up only because like, it's like a trifecta of a cool year for me. ⁓ but I think as you were discussing, like being in dental consulting for 10 years, having worked in front office teams, having worked at a dental college, having owned dental practices, having bought and sold, having consulted like 300 plus offices physically, ⁓ watching the DSO emerge, watching AI come in. I just think it's really like such a fun time for us to be in dentistry and so many great advancements and, yeah. In Dental A Team, we are obsessed with doctors and teams, like getting them aligned, getting them streamlined, helping dentists be like CEOs and owners of their practices. We love ⁓ Josh, we love what he's building in DCS and now in Qantas. We think that they're doing some really fun, incredible things. And Dental A Team, we're just really big on, I think, streamlining dental practices, helping them say yes to more things. So getting them in their vision, getting financially free and profitable. and then getting systems and team development to support that. And AI is definitely being a big player. And I think dentistry is, it's so fun because it's been such a, like, I think slow roll on evolution in certain ways. Sometimes I think we are very archaic. My husband's in healthcare and medicine and he's like, wait, that's your guys' software. I'm like, don't judge. I know it's a little dated. He's like, they didn't even have that when I started my career...

Kiera and Dana dive into the hygienist's mindset (which tends toward patient care over business numbers) and how a doctor can get a full hygiene team on board with metrics and measurables. They touch on the hygienist drought, growing your practice without stepping on your hygienists' toes, setting expectations everyone can agree on, and more. Dana also touches on a hygiene team she worked with for a couple years that went from struggling to hit its goals to hitting even their daily goals 95% of the time. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is a great freaking day over there. I get the one and only Dana, Dynamite Dana over there. I did not say the other nickname. If you've been on the podcast for a while, you might know, but Dana, welcome to the show today. How are you? DAT-Dana (00:16) doing pretty good. Thanks so much for having me. It's not always that I get dedicated, you know, Kiera time. So I'm excited to be here. The Dental A Team (00:22) I know when Dana and I get a podcast, like it's not always common, but I mean, you guys might start seeing Dana a bit more. I've got a few plans and tricks up my sleeves for Dana. We've been together for a long time. Dana, like donuts with Dana tip. don't remember what that was like dentistry tips or something. You were on a roll. You used to, I think you still do them actually every single week. Um, but Dana, you were just a diehard dedicated and always without, will not share it. DAT-Dana (00:39) Yeah. The Dental A Team (00:49) but Dana always has the best story. So if you don't know Dana and you want like a good giggle in your life, you name it. And also Dana is the best with trivia. We do a company end of year party every year and it's always like trivia based. Dana whoops everybody. Like this woman knows facts and stats like nobody's business. So Dana, today's gonna be a fun day because not only is Dana dynamite this way, but we're gonna do a little bit of an office autopsy about a hygiene department. So if you don't know in Dana's Other Life, Dana used to work at a prison as a hygienist and Dana that still is a trip to me. Like, did you ever get nervous that they were going to take their shackled hands and like stab you with an instrument? I'm truly curious because that's my fear. Let's just talk about that for one second. DAT-Dana (01:27) Yeah, I mean, there were a lot of like protocols in place for protection and for safety. But at the end of the day, you knew where you were. you know, yes, there was always I think just a niggling element of I just need to be careful, pay attention beyond my toes. Yeah. The Dental A Team (01:44) Like you're working with sharp instruments. I mean, it's not like you doled them out to take them in there. Like we're not going to have a sharp scaler. You get a doled one. Like you got to be in there. But yeah, cause I remember I worked in an office and they would bring in inmates and they would be like handcuffed top to bottom. And the girl would always be like, so what were you in prison for? And I'm like, why are we, why are we poking the bear? Like, why don't we just keep them calm? And like, I don't even want to know. Like, but she did it every time. I was only up there a couple of times consulting them, but. DAT-Dana (02:04) Thanks. The Dental A Team (02:13) Anyway, beyond prison, also is an incredible hygienist. So today we wanted to kind of office autopsy because Dana had a practice that she worked with for several years on hygiene and their number one motive and their number one objective was hygiene. And I think that this is such a, it's very delicate because I think dentists want hygienists to produce and as a practice, we want hygienists to produce. And Dana, as a hygienist, you feel, I'm not gonna put words in your mouth, but the...

This episode is all about your vision for your practice, and how you can use it to propel growth and success. Tiff and Dana share how to create a vision that's true to you, how to get your team members bought in, how to set goals according to that vision, and so much more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review The Dental A Team (00:00) Hello Dental A Team listeners. We are so excited to be here with you today. You know that the consultant takeover section here, I don't know if that's even still what we call it, but that's what we call it, Dana and I call it, because that's where OG status, know, like Donuts with Dana came on the other day. I was like, oh, I do miss Donuts. Anyways, we're here with you today, you guys. are, gosh, almost done with Q1 by the time this releases. It's wild. It's, you know, and I think we say this every year probably, I know January every year we're like, this is the longest month of our lives. But then we get to the end of January, we're like, that went so fast. Where did the time go? And then from there, just doesn't stop. It just doesn't stop. DAT-Dana (00:40) I know, feel like January is 12 weeks long and then the rest of the year is like two. The Dental A Team (00:43) Yeah, it's so true. Yeah, especially February, which I know February is quote unquote a short month. But I'm like, does that two days seriously mean we lost two weeks? Because that's what it feels like. I don't understand it. Time, it's all relative, right? We just make it up anyways. So that's why. That's why, because we just make it up anyways. So Dana, we just recorded a really fun podcast. I actually really, really loved that one on overhead. DAT-Dana (00:57) Yeah. Mm-hmm. Yeah. The Dental A Team (01:13) listen to that one yet about why not to cut your team members. Go listen to that too. You don't have to listen to it first. You don't have listen to it today. I don't care. Just listen to it sometime. But I think that it really actually coincides really well with this podcast topic that we're talking about today as well. And on a side note to all of you listeners out there, if you ever have podcast topics, things that you want to hear about, please let us know. You guys, we create these. Actually, our marketing company creates these based on like, what's relevant in the dental industry right now, but you know, Kiera does a ton of podcasts. We do a ton of podcasts. We're always really happy to add things in that you feel you're seeing in your practice, because if you're seeing it, the likelihood is that other people are seeing it as well. And that's why we focus so heavily at the Dental A Team on community, because we really want you guys talking to each other. So that includes this. That's my little plug for Please Send Us Ideas. Thank you. Thank you. ⁓ But this one, this one's fun too. I think we do, honestly we do a lot of really fun things at the Dental A Team. ⁓ I think, I mentioned it on the last one, but Dana I think for me at least, focusing on the people first actually really, really drives me. It makes me feel like we're in we're in a stale business sometimes, you know? Like it's. ever-changing, dentistry grows and it changes, but kind of not at the same time. It's kind of also stale, especially when it comes to team members. DAT-Dana (02:41) And then it makes no teeth, right? And so it can only expand and grow so much and sure, has it made leaps and bounds? Absolutely. But again, it is still teeth and the business of dentistry. The Dental A Team (02:48) Yeah. I agree. So I think adding in that human side of it, the people side, gives us purpose. And I think probably in any business, right, I think Aaron's a financial advisor and if he didn't, he loves the people aspect of it. He really, he became a financial advisor to help people grow their finances, to help people retire successfully and he...

Kiera is a guest on The Extraction, a podcast by TeamCare, to talk about accountability without the drama. She, along with co-hosts Kyle Bergman and Dr. Sharon Bleiler, discuss the sometimes difficult realities of what it takes to be a good leader versus a great leader. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today we are sharing a guest interview I did on another podcast. And it was too valuable not to bring you guys here. this episode, you're gonna hear this host lead the conversation and then I'll wrap us up at the end. I cannot wait. It was truly one of my episodes and I truly hope you enjoy. The Dental A Team (00:18) everyone and welcome back to The Extraction podcast. Your cohost Kyle here today with my cohost and the co-founder of TeamCare, Dr. Sharon Bleiler. And today we are joined by Kiera Dent, who is the CEO and founder of Dental A Team, a consulting and training company focused on profitability, systems, accountability. culture and leadership in dental practices. Kiera has worked nearly every role inside of a practice, which is a big part of why her content lands with both owners and teams. So in this episode, we are going to be riffing a little bit about everything and anything that goes into making a practice smarter, scaling from a leadership, bonding. We're going to talk a little bit about AI and efficiency. And so stick around. This is a good one. Kiera. Welcome to The Extraction. How are you? Amazing guys. Thank you so much for having me. I've been super pumped to get on the podcast. Definitely a big fan over here. Excited to just rift on all things dental. I mean, my last name is Dent. So it's definitely my cup of tea here and excited to be with you guys today. So thanks for the warm welcome. Absolutely. And thank you again for taking the time to join us. I know you're super busy and congrats on all the success you've had building dental. A team. One of the first questions I love to ask is what brought you to the dental industry? Not necessarily something that people grow up aspiring to be back when we want to be firefighters, astronauts or Olympians, but what brought you into it? Curious. mean, great question. It's funny. I remember in first grade, my teacher, Mrs. Larson had us like right out where we wanted to be. You guys, I have gone all over the map. I went from being like, I wanted to be a hotel cleaner. That was a big dream of mine. I was like, I want to be a hotel. cleaner mom, like it's gonna be amazing to wanting to be a vet. I don't even really like animals. Like you can judge me harshly right now. And I was like, vet all the way up to I wanted to have, I wanted to break the world record and have 99 kids because I was like, listen, and then I'll just have like, I had already thought in processes at that point in my life. Like if I just like meet with them like one day a year, I could see each of them three times a year to then being like, listen, I just want to like wear scrubs for my life. And so was either like be a nurse and learn the whole body or be a dental assistant and just learn the mouth. So that's actually what got me into dentistry was the desire to wear scrubs. Also, I became varsity tennis player, not because I love varsity, I just wanted to wear the cute skirt. Like that was really my motive in life. So I clearly am like a mixed bag over here of why I got here. But I actually then got into dental assisting. It was very fun, loved it. And then I went to college and I was trying to figure out what I wanted to do. I settled on wanting to be a marriage and family therapist. And I remember I was sitting in my interview, I was in Oklahoma and I was interviewing to get my degree and master's get accepted to school. They asked me questions and I was thinking about my patients back at the dental...

Does it seem like there are communication troubles in your practice? Spoiler alert: That usually has to do with accountability. Kiera and Dana riff on why creating an accountability ladder a) isn't as difficult as you think, and b) will save tons of time, energy, and money. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I've got the one and only Dana back with me today. I wanted to podcast with Dana, so I ⁓ maybe selfishly took her for two podcasts today. So Dana, welcome back to the podcast. How are you today? DAT-Dana (00:12) Doing pretty good, I'm ready for round two. The Dental A Team (00:15) Good. I do love podcasting because Dana and I were just able to rift and jive and it's fun. I think when you work with people for quite a while and you both have a ton of passion, makes podcasting very easy. So Dana, I wanted to just kick us off today on, I think, accountable teams. I think accountability is a buzzword in practices and people might be like, womp, womp, accountability. But I'm going to say like, no, it's not womp, womp. It's a, if you don't have accountability, your team is freaking chaos. And yet I think offices don't want to have accountability and then we're going to do a pivot of like what happens if your doctor doesn't want to be accountable. So tune in. I hope you guys are ready. We're going to dive into it because it happens and I don't just think it's teams that aren't accountable. It's also doctors that aren't accountable. Like what do do because if accountability is such a like ick and issue and constant stressor for everybody. Well, like what the heck? Like how do we, how do we fix this and overcome? So Dana, let's dig in. Let's talk about like I'm gonna just walk us through. It's gonna be a short rift today, but walk me through like, we get new offices. And I found that usually the number one issue they have is communication, which usually leads down to accountability. That's at least what I find. But I think that it's like, well, where do you start and how do you know like, is my team accountable? Is it not like, what do accountable teams look like? What do accountable teams not look like? Walk me down through like what you see in the practices you consult. DAT-Dana (01:35) Yeah, I agree with you. It typically will come down to communication. And so when I talk to a team about accountability, I always say, there's accountability ladder, right? So we have to hold ourselves accountable first, right? Then we've got leadership team to hold us accountable. And then we've got practice owner typically there at the top. But there's always a caveat to that. And that is it has to be seen from the top down. So yes, we have to hold those lines. We have to follow those ladders as far as the chain of accountability. But the tone for accountability is set from the top down. So if we don't have an accountable practice owner, we're probably not gonna have accountable leaders, which means we're not gonna have an accountable team. And so that's usually how I kind of open that discussion and that it does really come down to communication and some personal integrity, right? If we say we're gonna do something, do it. And if we notice that somebody isn't, have the conversation. So like you said, it really truly comes down to 100%. of communication ⁓ and clear expectations. The Dental A Team (02:39) Yeah. Gosh, Dana, like I love the accountability letter. Thank you. I have not heard that from you. So I think that's a fun, like you're right. It does start as you. And then it goes to your leadership team or your direct manager. And then it goes to the practice owner. And as you said that, just thought like, my husband and I were chatting the other day and something Jason, hi, I don't know why I do the things I do half the time. Jason and I were...

Does your P&L team cost feel high? Tiff and Dana provide insight on how to reduce your overhead besides scaling back team members. There could be easy solutions, from cleaning up definitions and job descriptions in your ops manual, to facing the numbers when it comes to debt, and many more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello Dental A Team listeners. I am here with you today ⁓ with Dana. Dana, you know, is one of my favorite humans on earth. We are starting our Monday with you guys. And I know it may not be Monday while you're listening to this, but you know these are pre-recorded, these aren't live. That's not a shock to you. So we record these on Mondays and Fridays. And Dana has been so gracious to share her Monday morning with us. Dana, how are you on this beautiful day? DAT-Dana (00:27) I'm doing pretty good. I know I'm loving the weather right now. As you know, I'm like a sunshine lizard, right? So I love the sunshine we're getting right now. And I love some extra tip time on a Monday. It's a great start to the week. The Dental A Team (00:30) beautiful. I agree, I agree. was like, yesterday I was like, oh gosh, what is tomorrow? know, like, because I had prep the week before, I think we all kind of prep, but then Sunday you're like, wait a second though, what was that again? I've had two days to forget what I'm supposed to be doing tomorrow. And I checked, I'm like, oh yeah, podcasting with Dana is gonna be so great. So we're here today with you and Dana, this one's a really fun topic. I know you and I, notoriously, if anyone goes back into the archives and listens to the other 5,000, It feels as though it's been 5,000 podcasts on operations manuals that we've done. That's just Dana's fun girl for that. But today is team related but less about training and kind of operations manually kind of things. And I think it's just a really fun version of a team aspect. And I say that because this is coming at it from a business standpoint. I think you guys all know that Dental A Team focuses on profit. and profitability, but we focus first and foremost on happy people and having a fantastic business that can support your personal life, but then also having a fantastic business that supports an awesome team. And so being team focused and being people focused first, we truly believe that that's what creates a business that's sustainable over a lifetime and gets that profit for you. If we went profit first, not the book, we love the book. If we went profit first and never the people, I think we would just be doing you a disservice. So today is all about how to get profitable, how to be profitable without sacrificing the team. And Dana, I know you and I, I think our whole company is really, really strong in this belief, but you and I specifically very, very strongly believe that treating the team right and not looking at the team for the cuts in the overhead is, that's how we start. So I'm gonna. Just pick your brain some today, Dana. First of all, what are you seeing today? It's 2026, recording this. It's close to the beginning of the year. We're about almost done with Q1, honestly. So I'm flying by, but we're getting towards the end of Q1. But with that, we've had some financials. I don't know why, but in my world, financials are hard to come by this year. I love you CPAs, and I'm just hoping that we can get a little bit better towards Q2. But so far in the financials, what are you starting to see and what did you see out of 2025 with your clients? What kind of trends were you noticing? DAT-Dana (03:14) Yeah, think ⁓ financials, know expenses going up in different areas, a lot of that expense does come from team members. A lot of my conversations right now are like how do I show my team appreciation? How do I create things for my team when it comes to pay increase raises, things...

Kiera joins Dr. Paul Etchison on the Dental Practice Heroes podcast to talk about the infamous front desk and how to finally figure out what levers should be pulled and which should be pushed to get the department in ship-shape. The best part about this episode is that Kiera and Dr. Etchison make the steps to success easy to understand and implement. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today we are sharing a guest interview I did on another podcast. And it was too valuable not to bring you guys here. this episode, you're gonna hear this host lead the conversation and then I'll wrap us up at the end. I cannot wait. It was truly one of my most incredible episodes and I truly hope you enjoy. speaker-0 (00:19) Kiera, so glad to have you back on the podcast. It's always a joy having you on here. And I'll tell the listeners, I've worked personally with Kiera a number of occasions, someone I very much trust, someone I respect entirely in the industry and just knows her stuff and always a great guest to have you on. And today we're going to be talking about, you know, front desk stuff where I work with a lot of clients. Do you work with a lot of clients? I don't know if you share the same regard. I would love to hear your opinion on this, but I would say most of the clients that I work with, the front desk tends to be their most chaotic and unorganized department. I mean, do you feel that you share the same sentiment? speaker-1 (00:59) Yeah, Paul super excited to be on the podcast with you. Always enjoy a good chat and I mean, think proof's in the pudding. Do you remember the number one reason you called me to work with you the first time? Oh yeah, I was front office. speaker-0 (01:12) I think it was the second time and the third time. speaker-1 (01:14) It really all those times were and the answer is yes and this is why I created Dental A Team is because like Working in the dental college and seeing so many dental students like you guys learn how to Drop your box on an MO and like how do I have a perfect crown prep? You don't learn how do I do the billing and how do I do the insurance and how do I schedule patients like you learn how to have patient etiquette and great dentistry and so that's why I created Dental A Team like it's dentists and teams like hey dentist let's get you to rock your space and then let's work on the team side because because even myself as a team member, there was no learning. It was like, just do it. And I'm like, well, what do I just do? And so I think the front office just feels so elusive. It feels so scary. And like, Paul, you're in someone's mouth. You're not like, ⁓ how do I do an insurance claim? And so I think there's so many nuances, but also for dentists, the front office is the gatekeeper of your money. Like they're the ones who schedule for you. They're the ones who present your cases for you. They're the ones who collect the money for you. They're the ones who bill for you. So so much of your financial freedom and like, your paycheck is also directed by a department you don't even understand. So I think that that's why there's so much just like, it's not conflict, it's just almost like unknown and it feels daunting. And so you don't even know what levers to push or pull because you don't even understand how the how the engine works. It'd be like, hey, Kiera, my car is making a sound and I'm like, good, I don't know what to do. Like, that's not even my realm. And I think that that's how a lot of dentists feel about the front office. So, yeah, that's why that's why I exist and why I love to be on the podcast and share because it doesn't need to feel daunting or scary, nor do you need to do it all. I think just being aware and knowing what things to look for, what things you can expect and having a...

Re-releasing a DAT listener favorite! Chris Sands and Brent Saunier are on the podcast to talk about the hottest topics in the dental accounting world. Founding partners of Pro-Fi 20/20, these dental CPAs chat with Kiera about how to reduce overhead and expand the number of patients coming in, expense metrics from the hundreds of offices Pro-Fi works with, a tax rule you NEED to live by, what to stay away from financially with your business, and a ton more. Pro-Fi 20/20 is an accounting business that the Dental A-Team recommend. This episode is a goldmine of information from two fellows who know what they're talking about — especially with regard to the dental industry. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time. on the Dental A Team podcast. speaker-0 (00:31) today I wanted to bring on two special guests. These are actually CPA in the CPA world. Believe it or not, Dental A Team actually consults this company. So we definitely love them. They went a step above most CPA companies and they really wanted to get to know the ins and outs of the dental world. So I'm super jazzed to bring them on and to just have them dive into some of the hot topics in the accounting world. ⁓ two people that I trust and recommend heavily. ⁓ I They are one of my top three CPA firms that I refer and recommend constantly. So I'm excited to welcome Chris and Brent from Pro-Fi. How are you gentlemen today? speaker-1 (01:06) Awesome, Kiera. Thanks so much for having us. We're excited to be with you. speaker-0 (01:10) Yeah, absolutely. Brent, how are you doing today? speaker-2 (01:12) I am doing great. I appreciate the invite. I'm looking forward to this 30 minutes with you. speaker-0 (01:17) Yeah, absolutely. Well, who knows? We'll see how long this ends up going, guys. Brent, can't put a time on us. It could be dangerous zone. speaker-1 (01:24) You're lucky he said he's doing great because we're in the heat of extended tax season, so he's kind of in the trenches. Lucky he's in a good mood. speaker-0 (01:32) I know Tiffany has been trying to get back out to you guys to see you and Beth you heard this awesome rock star in the company She keeps saying like tiff. It's like extended tax time or it's this or it's that deadline I'm like, my gosh, you guys just have I think you're secretly adrenaline junkies of CPAs even though you don't come across that way But I think you love it cuz tax season I feel is just like adrenaline rush like trying to get to the deadline. I just can't imagine that stress like Every quarter every year you just hit it. So props to you guys. That's not my world but super jazz to have you guys on here. ⁓ so Chris let's dive in I know there's some things so we're gonna kind of hit on overhead we're gonna talk about some taxing some Some things to be aware of i'm just so excited because this is a world I don't know and I do purposely bring really really talented and educated cpas and financial advisors onto the podcast because I'm we have a three-fold approach in our company. It's focusing on Money and finances making sure your business is profitable you as a person and as an individual and then systems and teams top to bottom So I am big I think as a business owner. I wasn't profitable when I first started. I...

This episode is all about the simple power of a morning huddle. Tiff and Tricia talk about the why behind these daily meetings, including what to include versus not include, how to look for opportunities in the schedule, why everything goes a lot smoother with a bit of communication. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. We are back at you again. We've got another fun topic today. This is one, honestly, we talk about these a lot. We talk about morning huddles. That's what we're gonna do, spoiler alert, morning huddles. We talk about these a lot, but I feel like we have not had an awesome recording, an awesome podcast recording on this in quite a little while. So I'm actually super excited for what's to come. And I've got Ms. here with me today. cleared her calendar for some podcasting time with me today, which I always appreciate and adore. And we're actually, we pre-record these, you guys know this, so I'm just gonna drop this now. It kind of makes it a little funky, because this may be the end of March. I'm not sure where you're gonna get this, where this drops, so enjoy. But we're getting ready for our in-person mastermind. We'll be having another one in September, so that's why I don't mind talking about it. It's the end of February now, recording for March. But we're getting ready for our in-person event. Literally two days from now. I can't believe that I moved podcasting here, but Trish I think we were I was at least sick I had to reschedule everybody's been sick, but holy cow what an amazing week I feel like the energy and the team is is crazy We've got a slew of doctors and office managers coming to Phoenix tomorrow ⁓ At the airport is gonna be wild and I'm excited to see everybody in person Trish. How are you? How excited are you for this mastermind? Tricia Lee Ackerman (01:26) so jazzed. They've just been so fun. It's one, it's always just neat to actually be able to like touch the people that we work with, hug the people that we work with, shake hands with the clients, with the new clients, and just on site is always just really, really, really fun. So I am very, excited for this and our weather is perfect for the people that are coming from the cold. So they'll be very happy. The spouses that are attending will really be enjoying the pool. It's just going to be a great, a great experience for everybody. The Dental A Team (01:43) I agree. I agree. think end of February in Phoenix has to be one of the best ideas we've ever had. I remember a couple years ago I have a practice out in Georgia and she and her girlfriends do, they do trips every year and it's this girls trip and it's so cute and it's so fun and they came out here and it was, it would have been like two weeks ago our time now so beginning of February which is always, February in Phoenix is, I think it's the best time. of the year to be in Phoenix. Hands down, February in Phoenix is my favorite month. And it poured. And it was freezing. And she's like, girl, we came here because it was snowing at home. And I was like, I they went to Sedona and it was freezing. And I was like, ⁓ dang it. But now, fast forward, this weekend ⁓ is literally the best time of the year to be here. And when we go in person, the reason this is super relevant is we do Tricia Lee Ackerman (02:34) I bet. The Dental A Team (02:51) Morning huddles we implement with all of our practices. We strongly believe in them. We will tell you why. When we come in person to you, we get this really cool energy. And gosh, we love being boots on the ground in offices, seeing where you guys work, seeing how you work together, getting that intel and that information. And it's just, I think all consultants can say, sets us on fire. Having you guys all come to us is just like heartwarming in a way. It touches our souls that you...

Three months into 2026 and the Dental A-Team is already clocking how different patient flow is this year. Kiera talks about optimizing your practice for that unique 2026 patient. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera. And today I hope you're just having the best day. I hope that you're realizing things are so good. Things are amazing. I hope that you are just like on cloud nine. And today I'm really excited because this is a topic that I was like just so jazzed about. Cause I realize our patient flow is something that is different for 2026. Like we have it different. It looks different. And I... I'm just really excited. So if you're new to the Dental A Team podcast, welcome. I'm super excited to be here with you. I hope that you are just jazzed. And I think that, like I said, this is going to be something that is going to be very fun for you. And I hope that you take it on. I hope that you look at it. I hope that you just get excited to like, Hey, amazing. We're going to be able to like fix our 2026 patient flow. So when I look at this, like 2026 is very, very, very different than what it was even like when I started the company back in 2016. I think patients in 2026, they're not more difficult. They're just super aware of their time. It's not just enough to be good at clinical excellence. You know how to be really easy to do business with. And if patients feel like energy's off or the vibe's not there, they're going to possibly just leave without saying anything. And so I just wanted to come on today talk to you about some things that I'm seeing in 2026, things that we're seeing with amazing practices that are doing really, really well to help you all, like let's optimize our patient experience, which I know I've talked so many years about patient experience, but I thought like the patient is different today in 2026, they're more used to everything being online. And I think let's not be foolish. We still sometimes have older patients and we need to make sure that we're not adapting everything and changing, but the new generation of patients are definitely a different breed. than what we had before, which every generation is different. So looking for this, I just want you guys to really like get excited. Welcome to the podcast. I'm Kiera Dent and our job is to help you guys have thriving practices, possibly impacting the world of dentistry and to truly just like make it to where you guys feel like you get tactical practical tips on the podcast. I love hanging out with you. I wanna remind you, you're doing better than you think you are. And if this podcast has inspired you, touch your life in any way. please be sure to leave us a review. Those five stars keep us top of mind for everybody. And also pop us in Facebook groups, us, tag us on Instagram. We will comment, we will respond to you and we always appreciate it because that is your subtle way of being able to help us infiltrate the world of dentistry in the greatest way possible. So with that, I just want you guys to know that like, ⁓ this patient experience flow is going to help everything improve. And it's for our production, our case acceptance, our team energy, patient loyalty, all of that. So. Getting this patient flow, I believe is so important. So I think like really, really, really working on the first 15 minutes of our patient experience because patients are gonna decide about your practice immediately and they're gonna look at Google reviews, they're gonna look at your social media presence and then it's gonna be on how they make the phone call. So what's gonna happen for it? Like how can we optimize this? And I think one thing is how is your like... hello on the phone. So ⁓ even if we need to record it, listen back to it. I put a mirror always with my front office team members. I want...

This one's for the business owners out there! Kiera discusses all things overhead — what's normal, what's high, how to lower it, and what overhead even means in the first place. She then goes into specific tips of what it takes to lower that overhead quickly and responsibly. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and oh I hope you're ready for today's podcast today's podcast is one that I Love but you might not love it But guess what after today you're going to love it and you're going to know why because this is an episode for the business owners out there and office managers and team members guys, I Love, love, love, love, love talking about overhead. What's normal, what's high and how to lower your overhead and what does overhead even mean? And I know that this is something where maybe you've heard it in the past and guess what? One of the greatest tools to learning is remembering. And so today I'm gonna walk you through how we get overhead and how we're able to lower it fast. ⁓ I have found when consulting hundreds and hundreds of offices, the number one pain point is cashflow. We actually just created ⁓ like, amazing little graph and document of how offices are looking at things and how we, this is like just a pyramid. And if you guys are watching, we're going to see how good I do. Gosh, I'm not, okay, Paul, it's not pretty enough. I won't share it yet, but we actually built this like pyramid to show kind of a proven path from chaos to control and how we go. Like what is the base layer that causes offices the most amount of stress and how it goes up. so base layer of this triangle is cashflow and profit stability. Then after that, it's time delegation or removing the doctors a bottleneck. Then we go up to systems and consistency. Then we do leadership and CEO transition, and then it's legacy and optionality. So, and this was like really fun because I like put it all together and I was like, okay, guys, I figured out what causes Dennis the most. Like we're talking hundreds and thousands of offices and putting it together. And then our marketing team was amazing and Paul, shout out to him, he took it and he was like, all right, here, here you go. This is what it is. And what I looked at is so many people come in and like, here, we need systems, like, because we don't have cash. So they think that the systems will get them the cash, but knowing the right system. And this is oftentimes where it feels like whack-a-mole is we're putting in the wrong system, trying to get the outcome. And so it's like putting in the correct lever to be able to move. And then you're like, well, I need a leadership team. But if you're on cashflow row, you're not thinking about a leadership team. You're like, I gotta get out of the burning bush. But if you're on cashflow positive, you're like, gosh, I'm just like stuck in all the weeds. Well, great, we need like to build you a leadership team and we need to get systems in place for you. And we need to look at which systems are not working. And so that's why I wanted to go into overhead for you today of how, like what is overhead and how is it working for me or against me? And how do I get this down fast, AKA more profit for you. And that's not because we wanna be rich and like, whatever, I want you to actually be very wealthy. You like put in a lot of time and effort, but we want you to be making profit as a business. If you're not making money, it's a hobby and it's a liability and it's stressful. And we need to get you out of that stress zone so you can do the best dentistry, the best care. So when I look at offices, a lot of times they're not under producing, they might be overspending. And when I look at profitability, there's three levers. We need to produce more, collect more, or reduce our spending. are the three...

Tiff and Trish break down what it means to have the right person in the right chair that's best for your practice. This means gauging comfort levels and the ability to stay calm, but it also means supporting each position so they feel like they can win at their job. Listeners are invited to review their positions based on what personality would thrive there — not only to increase treatment, but to make everyone's lives better, too. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. We are here today with, honestly, really fun one. These are some of my favorite subjects, the things that we talk about on here. I tell you guys that all the time, but I have Ms. Trish here with us today. Her internal nickname, Dental A Team name, for all of her clients, you guys can use this, is Tada. There's all kinds of reasons for it. We don't need to hash out today, but just know Tada is here. And I know I've said this on the podcast before, but if you're new here, you haven't heard it yet, I love. podcasting with these women and I love also handpicking the topics. get topics given to us from our marketing company. We have a lot of input and say on them as the consultants, but really we just kind of look, I look ahead and I'm like, that's what we're doing in the month of March. So fantastic. And then I kind of handpick which consultants I want because I love when I get to watch someone and partake with someone speaking on things that they're passionate about, that they truly thrive in and they love. And Trish, this topic specifically today, I know I tell you guys this, I don't know if you believe me or not, maybe you do, maybe you don't, but I know this is something that lights you up and I'm excited to be here with you. Thank you for blocking your calendar for me. Thank you for getting this set up. know it's like, both of us are like a little chaotic storms. when it comes to things like this. So I know both of us were like frantically getting ready. So thank you. How are you today? And how excited are you to be here? Like just, you know. Tricia Lee Ackerman (01:24) Thanks. ⁓ Thank you. Thank you. I'm doing great. I always love it when I get to podcast with you. The Dental A Team (01:34) Thank you, thank you. I ⁓ feel like all of you ladies bring your own sense of ease to podcasting for me, which is fantastic, because then I don't feel like totally exhausted by the end, so thank you. ⁓ Something you're really phenomenal at is people, Trish. I think you read people really well. I think you read people quickly, and I think that it's very easy for you to determine. where people should sit or what they should be doing, what they're really great at. It's very easy for you to walk into a room and say, my gosh, this person is born to be a treatment coordinator. She is born to be a billing representative. you mentioned, gosh, what were we on? We were on some call this week. And you mentioned that you were a really great treatment coordinator. And I think we did it. It was on our coaching call we did together. Tricia Lee Ackerman (02:24) Yes. The Dental A Team (02:24) last week and you mentioned that you are a phenomenal treatment coordinator and is your passion and I think that reading people piece is part of that. It's part of who you are, it's part of your personality and it's part of what makes you a phenomenal consultant but also what fed into that piece of treatment coordinating for you and I think Trish if I had to read you correctly I think you love it and I think it lights you up to be able to read people and get people established in something they can be passionate about. because you can read personalities. So very easy to see why this kind of topic we're doing, know, personality versus experience when it comes to team members. Very easy to see why that was such an easy fit...

Kiera is joined by Derick Van Ness of Big Life Financial to talk about taxes, and how to handle them beyond simply thinking of them as a necessary evil. The pair discuss knowing your numbers, utilizing tax credits, the magic touch of a CPA, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team Listeners, this is Kiera. And today I am super excited. This is one of our top favorite guests that has been on the podcast. We're bringing him back on because there are some new updates and our clients love him. I love him. He is incredible. Derick Van Ness, he is with Big Life Financial. And you might have heard him on the podcast before talking about R &D credits, tax saving ideas, CPA. This man does a lot of your wealth and how to build and keep your wealth. So I always love our conversations and just like his good information. Plus, if I remember right, he might know Garrett Gunderson. So obviously I've been a fangirl since day one. Derick, welcome back to the show. How are you today? Derick Van Ness (00:42) Well, I'm doing great and really happy to be here with you, Kiera. I'm not Garrett Gunderson because he is taller and better looking, but I'm a good second place. The Dental A Team (00:48) Ha ha ha! I think that you're great. The fact that you know Garrett Gunderson, that already just has elevated you. I mean, I think it was one of our first conversations we ever had. And I was like, have you ever read like Killing Sacred Cows? And you're like, I actually know Garrett Gunderson. I was like, what? Fangirling. So ⁓ anyway, Derick, for those who have not met you, haven't heard your episode, because we do have new listeners to the podcast. Just kind of give them a little intro of who is Derick Bennis? What is Big Life Financial? And give the listeners a little intro to who you are. Derick Van Ness (01:20) Okay, well outside of being ⁓ in love with my wife, in love with art and in love with racing sailboats, what I do professionally is I help ⁓ doctors and dentists to be smarter with their money. So what does that mean? That means how do you, not so much to make it, I mean we do help people scale, but once you make the money, which is something a lot of dentists are good at, how do you keep it through tax savings? How do you grow it and how do you protect it, right? And today we're going to talk a little bit about how do you keep more what you make? Because honestly, for dentists, even though taxes seem boring when you don't have to write that $50,000 or $100,000 or $200,000 check, it gets a lot cooler. If you would have told me I'd be a tax and financial guy when I was a kid, I probably would have just taken an early exit somewhere and jumped off a bridge. But I really see money in what we do as a lifestyle business. It's not about money. The Dental A Team (02:01) Yeah. Derick Van Ness (02:17) If you have enough, then money is what it is. When you don't have enough, it's a problem. And I just find for a lot of people, it's the reason or excuse that they constrain themselves. They don't spend time with family. They don't think do things that they want to do. They don't have the experiences that are going to change their life. So when we can get money out of the way, then you can live your big life, which is why the company's big life financial, because it doesn't matter if you have more or less money. The question is, what's the life you're living? What's your quality of life? And so taxes are a big piece of that. Obviously we can't talk about everything on a podcast like this, because you'd be buried under a ton of bricks. But that's what I do is I try to make this stuff easy. I try to make it fun. And I want you to realize that the whole point of all this money stuff is so that you can live a life you want to The Dental A Team (02:55) You Which Derick, that's why we...