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ZenOne Podcast

Business & Economics Podcasts

ZenOne Podcast is a place where we combine our 2 passions. One is to help improve dental practices through efficiency (think of streamlined process, organization, Zen in your office life) and interviewing interesting people.

Location:

United States

Description:

ZenOne Podcast is a place where we combine our 2 passions. One is to help improve dental practices through efficiency (think of streamlined process, organization, Zen in your office life) and interviewing interesting people.

Language:

English


Episodes
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Why is there a shortage of dental assistants Nationwide?

5/1/2024
Julie Varney is the biggest advocate for dental assistants in the US. She has been in the industry for 32 years and has accomplished a lot. In this interview she shares her thoughts on what;s holding back the profession of dental assistants and what one person can do to improve her or his career path. Instagram https://www.instagram.com/dentalassistantsrock?igsh=MWE2dHZrbWJmbnJ4NQ== Registration for the zenone.com/badass (0:00) - Podcast Intro (00:40) - TEasing Julie with hosting National conference in March 6-8 2025 (04:02) - National shortage of Dental Assistants, what happened? (06:03) - What happened with dental assistants (07:29) - How to determine a reasonable hourly rate for a Dental Assistant? (10:04) - Are the dental assistants entitled? (11:15) - Intro to June 28th Full Day workshop (11:49) - How Julie started instagram account (18:42) - Who is the workshop for? (19:30) - Why Dental Assisting schools are not providing adequate training for the industry? (27:15) - ADA, TDA, AGD and impact of these organization on Dental Assistants (32:08) - How to leave your current job as a professional? (36:00) - How to answer tricky questions at the job interviews (38:54) - How to evaluate practices when interviewing for a job and ask good questions? (41:25) - “What type of growth opportunities at your dental practice?” (43:30) - How to get unstuck?

Duration:00:47:40

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How to Avoid Dental Startup Pitfalls: 6 Years, 200 Startups, Countless Lessons!

4/23/2024
Michelle Affanato started her career in dentistry at the age of 15 and worked her way up to become a dental consultant. She has a unique perspective on the industry, having worked in various roles and even helped a bank with startup practice financing. Michelle believes that the key to success in dentistry is being willing to put in the work and not just focusing on clinical responsibilities. She emphasizes the importance of understanding the business side of dentistry and being involved in all aspects of the practice. Michelle's consulting focus is on system implementation and training, particularly in effective scheduling, financial management, and communication between the clinical and administrative teams. In this conversation, Michelle Affanato discusses the importance of having clear communication and systems in a dental practice. She emphasizes the need for a visual reminder of important information, such as X-rays or photos, to ensure that the team is consistently reminded of necessary procedures. Michelle also highlights the benefits of morning huddles in getting the entire team on the same page and maximizing productivity. She advises offices to focus on the highlights and important information during huddles, rather than going through every patient on the schedule. Michelle also touches on the use of sports analogies in business and the importance of defining success based on individual goals. She encourages private practices to focus on the patient experience and their own definition of success, rather than considering selling to a DSO as a solution to challenges. Michelle also discusses the difficulties in finding and retaining staff in the current job market and suggests considering training and onboarding individuals from outside of dentistry. Lastly, she emphasizes the importance of flexibility and adaptability in a startup practice, as systems and layouts may need to be adjusted as the practice grows and changes. Takeaways Success in dentistry requires putting in the work and not just focusing on clinical responsibilities. Understanding the business side of dentistry and being involved in all aspects of the practice is crucial. System implementation and training are key to effective scheduling, financial management, and communication within the practice. Open-mindedness and a willingness to overcome challenges are important traits for success in dentistry. Clear communication and visual reminders are essential in a dental practice to ensure that the team consistently follows necessary procedures. Morning huddles are a valuable opportunity to get the entire team on the same page and maximize productivity by focusing on the highlights and important information. Defining success based on individual goals is crucial for private practices, and selling to a DSO should not be seen as the only solution to challenges. Finding and retaining staff can be challenging in the current job market, and considering training and onboarding individuals from outside of dentistry may be a viable option. Flexibility and adaptability are key in a startup practice, as systems and layouts may need to be adjusted as the practice grows and changes. Chapters (00:00) Introduction and Reconnecting (07:59) What Sets Michelle Apart as a Consultant (28:06) Focus of Michelle's Consulting and Implementing Systems (39:04 )Challenges and Strategies for Finding and Retaining Staff (50:29) Defining Success and Setting Clear Goals (58:02) Improving Efficiency and Patient Experience

Duration:01:04:51

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I’m not just a dental assistant!

4/2/2024
In this podcast Michelle and I discuss how to become a trusted member of the team and learn to become the lead dental assistant. Learning how to communicate and the fundamentals of delegation. Michelle has been with Ballantyne Endodontics For 15 years and became clinical leader. Michelle Allen bio Discount code : ZENONE for $400 off both the independent and The Independent + The collective (which is the coaching option). The next 8 week class starts on May 1st! Shortcuts: (0:00) - Podcast Intro (01:10) - Balancing Act of day to day activities (03:59) - What is the role of Lead Assistant (06:56) - Responsibilities of a Lead Dental Assistant (09:30) - Hiring the right people (10:38) - Did your pay go up? (12:17) - $45/hour Assistant, is it possible? (14:35) - Is there a ceiling? (16:43) - How to build trust between a doctor and a dental assistant (23:16) - Non Verbal Communication in clinical settings (25:35) - Sequence of procedures is a foundation for successful non verbal communication (28:24) - Why is it so hard for practice to master non verbal communication (30:32) - What is the goal for the course? (33:53) - The reason for Polished Academy name (34:32) - Do you have training for general practice dental assistant (36:44) - How do you plan to manage the Full Time job and Coaching other offices? (38:10) - What’s wrong with the current definition of a Dental Assistant (39:40) - Michelle’s Story (41:45) - You should do more in life and take on more responsibilities/challenges (44:26) - What’s next? (48:21) - What would you tell someone who is just starting out in the endo practice as an assistant? Instagram ⁠https://www.instagram.com/MichelleAllen_DA/⁠ More information about the course: ⁠https://polishedacademy.vipmembervault.com/⁠ Reference ⁠https://a.co/d/j9nQO6W⁠ DISC assessment - ⁠https://www.discprofile.com⁠ Unreasonable Hospitality - ⁠https://a.co/d/4VnNM0e⁠ 4000 Weeks - Time Management for Mortals - ⁠https://a.co/d/07zZnVh⁠

Duration:00:51:58

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Why did others miss the $1.1mm dental practice at a final price of $200K???

3/26/2024
Dr. Benjamin Johnson, DDS ( Bio; LinkedIn) Dr. Benjamin Johnson graduated from the University of Utah with a BS in Biology (2005), he attended Ohio State’s School of Dentistry and graduated in 2009. In 2010, Dr. Johnson moved to Texas to work with Dr. Dale McCall (at what would become Acre Wood Dental). When Dr. McCall retired in 2011, Dr. Johnson purchased the practice and continued its tradition of excellent care while adding personal touches to grow it to the next level. Dr. Johnson was blessed with a flourishing practice in Waco and needed additional space to grow. Acre Wood Dental expanded by acquiring two additional practices in neighboring towns – Temple and Gatesville. In 2016, he updated and remodeled Acre Wood Dental Waco – going from five operatories to 17 operatories. In 2022, he started remodeling the Acre Wood Dental Temple location. In 2023 he purchased a practice in Round Rock Texas, making it his 4th location. Shortcuts: (00:00) - Podcast Intro (00:27) Goal Setting (02:20) Yearly Planning retreat (04:15) Debt Reduction Framework for Goal Setting and Work Life Balance (06:30) “I don’t really have goal for trips or income” (08:20) The home is a foundation for a family (09:15) Round Rock practice purchase story (11:15) 5 Year gap between practice 3 and 4 (11:45) Dynamics of Power couples and how decisions are made (13:30) Payroll nightmares when running 3 lean practices (14:50) “Can you walk us through the purchase details?” (17:19) Practice video walk through (18:40) So why other buyers missed this gem? The real art of the dental deal (20:55) “I did act fast” (22:30) Price breakdown of this deal in real time, buildout/cabinetry, equipment, supplies, CEREC adds up to $1.1 million (24:56) The risk reward was so extreme (26:20) The importance of business acumen (27:36) Associates expectations in the first 10 years of professional career (29:25) “if you are worried about cash flow, great be an associate. If you are worried about net worth, then own” (31:55) Cash flow or net worth, what do you want? (33:37) People have the pressure because they don’t have the support at home (36:20) Long term vision for the practice (37:40) Are there more purchases after this practice? (38:12) The team of rock stars that you need to have around you to scale (39:48) “When I drive I’m a quiet kind of ride guy” (41:02) “If you have no experience the headspace is a scary space because you don’t know” [42:01]

Duration:00:42:40

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In dentistry humility is always one patient away!

3/19/2024
Dr. Aaron Nicholas (Bio, Insta, LinkedIn), In this wide ranging conversation we cover many topics that include burnout, suicide in dentistry, backpain, coping mechanisms, and mastery. Probably the most important part of the podcast is when I ask Dr. Nicholas, what fears does he have for the profession of dentistry? Shortcuts: (0:00) Podcast Intro (01:20) Dr. Aaron’s retirement and how he keeps himself busy (03:30) The Fairytale of Selling a Dental Practice (05:50) Dentist burnout and what is the real reason? (10:38) What is the Source of the burnout? (12:50) 3 Dimensional framework to evaluate work-life balance - Work-Goals-Life (17:50) Different Coping mechanisms to overcome burnout (22:00) Healing back pain book (26:10) 1 Thing Young Dentist can do to avoid the burnout and avoid back pain (28:35) How do you pick good dental coaching? (30:40) 5-6 Years before you become a master (33:19) How would Dr. Nicholas would write chapter 1 of the book? (34:42) What fears do you have about the profession of dentistry? (42:10) We are really new to AI game with diagnosis (42:50) Next 10 years of Dentistry and what is the bright side of dentistry? (45:45) What is true Mastery? How to define mastery and achieve it? Dr. Aaron’s courses and References: https://www.mondaymorningdentistry.com/ Extraction course - https://www.mondaymorningdentistry.com/handsonextractions Healing Back Pain: The Mind-Body Connection - https://a.co/d/82BPUd2 Colorado Surgical Institute- https://www.coloradosurgicalinstitute.com/#5 Implant Pathway - https://www.thepathway.com/ Get in touch with Dr. Aaron Nicholas - anicholasdds@gmail.com

Duration:00:49:25

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What is 1 thing missing in dentistry today?

3/14/2024
There are many aspects we can all agree are missing in dentistry today. However, from my perspective, having worked with dental teams daily, I can clearly see that onboarding, training, and nurturing for your team is sorely lacking. Let's refer to it simply as "training". How do I know? Well, I constantly hear phrases like, "They don't even know how to put on a rubber dam" or "How many times do I need to say that I use plain cetonest?" or my personal favorite, "I just need a dental assistant who can get the work done." What does this mean? Please check out full article here

Duration:00:09:41

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3 new trends in dental supplies ordering from best dental practices

3/5/2024
Trend 1: One of the most significant trends I've noticed is the increasing popularity of buying groups. When evaluating a group, dental practices should ask the following questions related to their negotiated formulary: Which manufacturers offer the deepest discounts? How often are discounts negotiated? Is pricing volume-based? Does the buying group negotiate a percentage discount or a fixed price per product? (We recommend the latter.) Trend 2: Labor costs are driving the adoption of tools that reduce manual work. This trend is evident. When selecting the right ordering platform for the practice, several considerations are crucial: Data ownership: Ensure the practice owns all data and can access the entire database at any point. Setup cost: There shouldn't be a setup cost to start using an ordering platform. Trial period: Request a free trial to assess usability before committing. Trend 3: Private practices are becoming savvier about where to save and are utilizing their freedom to invest in products that make a difference. Reference: We come across the following groups the most: Synergy Dental DentalWhale Savings Network SourceClub DSN (Dental Success Network) Kois Buying Group Mari’s List (for Orthodontic offices)

Duration:00:12:07

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Why do you need an associate if your hygiene schedule is not full?

2/22/2024
In this wide ranging conversation we cover many topics: Startup, In Network, Out of Network, and knee deep in construction a story of 3 practices We didn’t even remind them to schedule the next appointment, was that a mistake? We still have a capacity issue, bit on the hygiene side Why do you need an associate if your hygiene schedule is not full? Passive Income strategies. Is Real Estate investment a good alternative to Dentistry? The Breakdown the business side of Dental Emergencies Few things we mentioned on the Pod: -Round Flash Photo Diffuser https://www.amazon.com/dp/B00NQ6UT4W?ref=ppx_pop_mob_ap_share - 3D Printer for office things: http://bambulab.com/ TimeStamps: [00:55] Introductions [13:16] Looking for an associate. Avatar of the Ideal Associate for Ayrat, Andy, and Winston [19:17] Challenges and Goals [22:23] Why do you need an associate if your hygiene schedule is not full? [23:32] The Business side of dental emergencies [28:20] Marketing Strategies [32:06] “I see a lot of our friends selling” [32:10] Passive Income in Dentistry, Myth or Reality? [35:27] Not Practicing Dentistry and Invest in real estate [37:40] Real Estate VS Dentistry [42:18] Construction Challenges [43:56] Latest Technology Purchases [51:02] Working with In House Marketing Team Future Topics: Advisors and Coaching in Dentistry

Duration:01:00:52

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“It’s really easy to forget the business side of dentistry” Dr. Andrew Olson

2/13/2024
Dr. Andrew Olson Dentist and Owner of Wasatch Dental; Assistant Professor at the University of Utah School of Dentistry. He has a very unique story of becoming a dentist and then pursuing a business education at the University of Utah School of Business. Please enjoy our wide ranging conversation. LinkedIn Profile: https://www.linkedin.com/in/andrew-olson-069042147/ Software: Botdent.com Topics: 01:00 Introductions 03:34 Early Days 05:05 What sparked the interest in Dentistry? 08:00 Why did you pursue an MBA? 17:45 Misconception of business education and the importance of it to have a competitive edge. 20:00 2 Takeaways from Business School 22:30 The Superpower of a dental practice 25:50 Business Books 27:30 What does the next generation of Dentists look like? 33:11 What would a dentist miss out on if avoid being an owner 35:47 Unfortunate story of a doctor who should’ve been an associate 50:21 Credit Cards and Passwords 59:12 “I actually don’t have an office manager” 01:01:58 What is the Culture? 01:03:00 What is one killer of culture 01:06:05 Who is your competition? 01:09:45 The Future of Private Practice Ownership 01:12:43 0-10 Scale of Future of Dentistry Books Recommendation

Duration:01:14:45

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#79 “Screw it, let’s go out of the network completely!” dental startup’s journey to a freedom from insurance companies

2/7/2024
Welcome to Episode 79 where I ask Ayrat, practice administrator at Cedar Park Dental Wellness, what’s new and exciting in 2024. We spent most of the time discussing pitfalls of going out of network with dental insurance companies.

Duration:00:24:13

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#78 Dr. Jack Fan: NYU College of Dentistry; Moving to Austin; Keys to a Successful Private Practice

10/19/2023
Welcome to Episode 78. In this short episode, I interviewed one of the early ZenOne customers and someone whom I admire for his work ethic and humbleness. Dr. Fan shares the story of growing up in Claremont California, going to dental school in New York, and settling in Austin. Timestamps: 00:00:40 When Dr Fan started his practice 00:01:02 Dr. Fan's bold relocation to Austin 00:02:01 Becoming a dentist 00:04:51 Looking for the first job 00:06:48 Purchasing a practice 00:09:40 One patient at a time 00:12:12 Why Dr Fan selected his dental school 00:13:42 Constant self-development and self-education 00:15:41 How technology helps Dr Fan achieve results 00:16:21 When you work for a DSO you are driven by numbers 00:17:53 Unwinding After a Long Day 00:20:51 Dr. Fan's Aspirations 00:21:40 Ownership is not for everyone

Duration:00:26:55

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#77 Richard Markules, Garrison Dental

10/12/2023
Welcome to Episode 77 where we visit Garrison Dental Solutions in Michigan. We met with the team, toured the manufacturing facility, and discussed the challenges of serving practices across the country. At the end of the visit, I sat down with the Director of Sales for North America, Richard Markules Timestamps: 00:01:43 Intro 00:03:00 Introduction to dental 00:04:30 Garrison started in the basement 00:06:30 What is the sales process? 00:07:45 What has changed in Dentistry in the last 10 years? 00:09:00 What does make private practice strong? 00:10:33 How often do the owners of Garrison go to the factory? 00:11:26 Culture at Garrison Dental 00:13:45 How to align yourself with the right partners 00:16:20 Educational resources for dental teams 00:17:20 Closing Notes

Duration:00:19:57

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#76 Dr. Scott Goldman and Dr. Peter Boulden on DSO vs Private Practice, The Good, the Bad and the Ugly

10/5/2023
Welcome to Episode 76 where I’m joined by my good friends Dr. Scott Goldman (LinkedIn) and Dr. Peter Boulden DDS (LinkedIn). On this podcast, we debunk all the pros and cons of selling a practice to DSO (2 times) and he learned and experienced all of the things DSOs offer. On the other hand, Dr. Boulden resisted the urge to sell to DSO for years and kept building his group in Atlanta to now 8 locations in Georgia. Dr. Boulden is also a co-host of Bulletproof podcast and Bulletproof Mastermind to help private practices continue staying private. Hope you enjoy it. Tiger Timestamps: (00:01:25) Dr. Scott Goldman's introduction (00:02:28) Dr. Peter Boulden's introduction (00:04:30) Scott, Why did you sell to DSO? $32mm revenue, 12 locations, and 8.5 EBITDA (00:06:18) How much did you sell it for? (00:08:29) Are you a Platform practice for Private Equity? (00:12:25) Build one practice really well and get a better multiple (00:14:40) Scott breaks down the details of his acquisition (00:18:52) “I’ve never seen less than 5 years you need to stay as a selling doctor, Isn’t that crazy” (00:20:20) What is the recapitalization? (00:21:42) The effect of the high-interest rates. Continuation vehicle is a new thing. What is it? (00:23:00) difference between Private DSO/dentist-led/backed and 100% PE-backed (00:24:02) Dr. Boulden real rub with the PE-backed DSOs (00:25:33) The pros of the DSOs. (00:27:36) “Partnerships often don’t work” (00:30:37) “I can guarantee you when they are private they are run better than a DSO” (00:31:10) What are the emotional things that people do not talk about (00:34:30) No one washes the rental car! (00:36:44) No Thy self! (00:38:55) What is the other option? (00:39:00) “Private Practice Valuations are going to stay stable to other private practice doctors. Those valuations will hold. DSO valuations are only going to go down” (00:42:40) Are you Redlining yourself running your private practice? (00:44:00) 4 things to do before selling the practice (00:46:45) “It wasn’t worth it for me at some point to continue” Dr. Goldman (00:48:00) How Dr. Goldman started with 780SF, 2 chairs, FFS, $997 in collections with 75% take home. (00:49:45) Ownership is not for everyone (00:54:05)” I wanted to buy time” Dr.Goldman (00:56:28) How to owner finance to your associate? (01:02:30) Closing thoughts and we discuss what makes dentistry so great!

Duration:01:12:21

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#75 Big Announcement!

9/28/2023
Welcome to Episode 75 where we discuss a big announcement we made about future plans of Zen Supplies and introduction of the new platform -ZenOne. I asked Delaney Barber (Practice Success Manager) and Jillian Gomez (Partner Vendors Manager) to join me on this podcast to share the news and the feedback we received so far. Jill shares the details of her work of adding thousands of SKUs and most importantly the Quality process. This is a short and sweet episode to give listeners a glimpse into the inner workings of Zen Team! Book a demo to experience the new platform in action: zensupplies.com/demo

Duration:00:15:58

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#74 Brad Freeman: “GPO can save your Dental Practice $39,000 a year, on average!”

8/24/2023
Experienced Operations Officer with a demonstrated history of successful work in the Supply Chain and Logistics industry. Skilled in Cash Flow, Financial Operations, Manufacturing Operations, Warehouse Operations, and Warehouse Control. Strong finance professional with a Bachelor of Business Administration - BBA focused in Accounting and Finance from the University of Central Arkansas. Timestamps of our discussion: (01:40) What is holding dental manufactures to go direct (Direct to Consumer Model) (04:45) Would manufacturers like 3M ever go direct and when? (07:05) The origin story of Source Club (11:38) What is GPO (Group Purchasing Organization) (12:31) How does the GPO make money? (16:09) Why Dental GPOs are not as common as medical and what or who is stopping the growth? (19:34) The wrong side of the DSO arbitrage (22:23) What is dental real inflation? (23:15) COVID prices are still in place (29:29) Why do you need to utilize a single sign-on procurement software? (41:10) How should private practice interview and choose the right GFPO for them? (46:09) Is it all about pricing when it comes to GPO? (50:14) Savings in dental supplies can allow you to hire an additional assistant (52:59) Without a procurement platform it’s hard to utilize the full value of a GPO (54:09) Evaluating GPO comes hand and hand with evaluating procurement software (56:26) There needs to be an independent evaluation of ALL procurement platforms (57:54) Not all Purchasing platforms are the same. How to evaluate the right fit for you and what questions to ask? (58:39) Can Private Practices outpace in growth of the DSO segment? (1:03:14) Current environment of the DSO segment

Duration:01:08:54

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#73: Danielle Avila & Laura Bettencourt RDH “Now is the best time to be fearless in dental”

8/10/2023
Today I had a chance to discuss all things hygiene with Laura and Danielle. They met 15 years ago at th hygiene schools and since then stayed friends and 12 months ago started Diamond Dental Hygiene Career Coaching. On this podcast we discuss: Danielle’s Bio & Laura’s Bio To book a free consultation click here Time Stamp: Danielle shares her burnouts and how she was able to grow personally and professionally during the pandemic. (2:52) What caused the burnout? (5:02) How do you know if your work environment is a toxic environment? (7:15) How to deal with negative talk? (11:35) Lead by example, instilling a strong work ethic within the team, whether it be a dentist, hygienist, doctor, or office manager. (13:54) The importance of being a solid team player. (16:30) Creating a solution to the problem through coaching strategies with your clients. (21:39) Laura explains how she helps her clients change their mindset so they can work more effectively. (23:04) How can burnout be avoided? (25:40) Laurie talks about the importance of cohesive harmony throughout work-life balance. (30:00) importance of recognizing who you are authentically, as the same things won't work for everyone. (31:57) How to design your life as a hygienist? (34:55) Danielle shares the importance of confidence and not being afraid. (37:12) The importance of repetition and timings. (39:34) Where the growth happens from your failures. (44:04) How to describe a great hygienist? (46:06) Skills and character traits that hygienists are missing today. (47:58) The importance of giving as well as receiving. (49:21) What should dental assistants expect from you? (51:40)

Duration:00:57:14

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#72 Amy Bridger: “Nobody Dies in Dental Supplies”

8/3/2023
Amy Bridger has exclusively worked in the dental industry since 2013. Having worked with multiple customer segments, including private practice, emerging groups, DSOs, as well as GPOs across the country, Amy’s knowledge base of the dental industry is extensive. She takes pride in identifying and helping her customers realize potential areas of improvement within their procurement, marketing, and operational strategies. Having worked for Henry Schein for 6 years, Amy came to Dental Whale at the beginning of 2020 to launch and lead their Strategic Partnership Division, which includes relationships with DSOs, GPOs, Consultants, Associations as well as Private Equity Firms. She holds a BBA in Management and an MBA from the McCoy College of Business Administration at Texas State University. We cover so many different topics on: Timestamps: Amy’s background and early career development (0:43) Learning B2B Sales and channel selling at UPC (4:08) The importance of supply chain and logistics (05:15) Amy’s Internship at Henry Schein (6:19) What has changed in dentistry? (7:57) What needs to happen to grow the number of private practices instead of DSOs? (10:20) Moving from Henry Schein to Dental Whale (13:02) It takes two people to run the practice (17:44) What are GPO's and how do they work? (20:43) Staying private but getting the lowest pricing is important (25:15) How do you evaluate GPO?s (26:34) Amy’s opinion of free goods and quarterly promotions (30:47) What things have “stayed the same” with how practices purchase supplies over the years from Amy’s Experience? What things have changed? (37:57) How does Amy’s professional career affect her personal life? (40:54) Balancing work and family life (48:32) Setting the boundaries (55:07) The best customer experience Ame has ever had (57:00)

Duration:01:06:23

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#71 Shannon Blackmon on how Dental Assistants can create wealth, one paycheck at a time

7/13/2023
This podcast is not financial advice, please talk to your financial adviser or tax planner or people that are certified. Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau. Reach out to Shannon: shannonb@thomasdoll.com Resources: https://measure.datapoints.com/survey/842/iIRZck0XLr0dpzJBy9bThttps://www.wealthfront.com/ We cover so many topics ranging from: Timestamps: (01:32) What do people get wrong about the finances (04:31) How Dental Assistants can get on the path of creating wealth (07:22) How start setting money aside for Emergency Fund (Rainy Day fund) (10:45) Emergency Fund gives you a boost of confidence (12:51) What to do if the practice you work for doesn’t have 401K offering (14:37) Traditional vs Roth IRA differences (17:36) How and why to choose Certified Financial Planner (19:13) What is the cost of working with a Certified Financial Planner (24:20) People hide bigger problems behind Money Problems (28:50) How to discover your goals (36:10) Modern platform to manage your finances (39:11) Real meaning of Paying Yourself First

Duration:00:47:34

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#70 Cassie Kellner “You are allowed to have bad days, you are not allowed to have a bad day at work every single day!”

7/7/2023
In this episode I have a special guest, Cassie Kellner, who I met 4 years ago and was immediately impressed by. Cassie has been in the dental field for 20 years and started as a general dentist assistant when she was 19 years old. After 4 years she moved to assisting at the Ortho office and since then she’s been in love with orthodontics. After years being in the field she moved to Hummingbird Associates as a Clinical Systems Consultant. We cover so many topics ranging from: (5:45) How to transition from general to orthodontics (7:18) Misconceptions of transitioning from General to orthodontics (13:05) Why dental assistants do not see dentistry as a career path (19:05) What do you do when you feel stuck? (20:40) What’s the right way to complain and is best to talk to? (24:40) Create 90 Day Onboarding system (27:15) Asana in Dentistry (31:30) Just jump! It’s an incredible ride (33:33) Parenting and Dentistry (36:00) Our industry needs to be be doing more for employees with kids (37:05) What would the Stellar Maternity Leave package look like? (43:13) Day to Day challenges of being a mom and trying to keep the job (49:20) How to have difficult conversations? (51:30) Parenting advice, the good and bad advice we both received? And some strange questions that people ask you 🙂 (55:25) Best Parenting advice from Cassie (58:18) Real Life scenario of balancing home and work and how to communicate with your office? (sorry for my language here) How do we support people that are going through rough times? Around (33:33) we switch gears to Parenting since we are both parents. Cassie’s kids are 4 and 3. My kid is almost 8 months old. So we felt there is a lot that needs to be said about parenting and dentistry.

Duration:01:06:41

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#69 Colin Ambler “Why do you need to reward/incentivize Kayla?”

6/23/2023
In this episode, I sat down with Colin Ambler (LinkedIn) who is co-owner of Noble Dentistry, 14 ops with 50 staff members, with his wife and also a founder of a new dental startup Team Care (teamcaredental.com). We discuss why reward/incentive programs are important, key elements, and the effects of the productivity of the practice. We also touch on how he and his wife grew the practice from scratch and what important checkboxes you need to check in order to grow and never lose sight of details. Towards the end of the episode, Colin shares one nugget that any practice can take and build their successful practice.

Duration:00:54:18