Dental A Team Podcast

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 them sitting up straight. I want them smiling really, really big, like almost a cheesy grin. People can feel that energy through it. And then I look at like, how can I make it the easiest, smoothest check-in for them to where when they get to my practice, after I won them over the phone, when they come into the office, they feel different. So how can I make sure my check-in is very fast and personable? How can I make sure there's like minimal paperwork that's like   just annoying, iPads that don't work. My team is prep, so when they come and get the patient from the waiting room, they are concierge luxury without the like high price tag of that. Like I just want people when they come into the practice, I feel like people care a lot more about how they feel. They care about the experience of it. I mean, you guys have TikTokers, YouTubers, Instagram people, like that's the world we live in and they are walking everywhere around you. And so...   we make sure that they're going to want to showcase our practice and feel that way on time, getting seated on time. These are big things. feel like time is people's greatest commodity and feeling like they're important is the second. So when we look at it, I think that as I look at my processes, what can we do to speed up our check-in? What can we do to like make our paperwork that is clunky? Could we review? And I'm not saying like have anything where you're not legal. Like, of course we need to keep our standards there and we want to get our health histories, but   Like for me, when I send new patient paperwork, I ask them to send it back to me 48 hours before their appointment to make sure my team can be prepared. Just think of how nice it is for the patient. Like that's how they confirm their appointments. Totally ripped this off of IVF clinics. They're charging me 25 grand plus. And for me to even schedule my first appointment, my paperwork had to be submitted 48 hours before. Like I could not do it, couldn't schedule. And they just set the tone with me. Like this is how they operate. It was fine. I wasn't annoyed by it. Like, great. I got it right back to them.   And then when I got there, they knew all of my history. They took me right back on time. I just felt like it was such a different experience versus someone who's like having me fill out paperwork in the waiting room. I've gone to others. I went to a psychiatrist the other day and I was like, fill out the paperwork in the waiting room. It's just versus the IVF clinic where it's all online, it's seamless, it's very easy. It's not clunky. They text it right to my phone. I can fill it in. I don't have to print things out. I just think, how can you make it to where when they walk in,   It's the feeling and experience you want them to have. And I also think for a lot of practices, identifying what feelings do we want our patients to have. If you need help, go look at your Google reviews, have ChatGPT help you and say like, are the top five feelings that our patients feel when they come in here? And then look to see, is that what I want them to feel? And if it's not, change it up. Like how I feel when I walk into a spa versus when I walk into a dental office versus when I walk into an amusement park, there are very different feels that they want me to feel. And each of them needs to curate it. So for yourself, how can I do that?   Some practices actually have curated scents. So when you go into the practice, all of their practices smell the same. Some people have coffee bars. ⁓ I just think it's, what do want? Do want them to feel like high end luxury? Do you want them to feel like we are your family practice in the neighborhood? All of it's gonna go into effect on your decor, on your paperwork, on your experience, on how we answer the phone. So really making sure that that's dialed in and that's very solid is going to help a lot. The next thing is going to be...   Well, and a way to like, just put a nice pretty bow on that is ask yourself, like, where do patients slow down when they, when they come to our practice or when they're trying to schedule, that's going to help you figure out where can we maybe optimize that? Is it through phones? Like we could use a phone center. Where is it that patients slow down when they're trying to get here? Are they trying to arrive? And then where as we, as a team, are we slowing down? What's taking us the longest? That's going to help you like, just really optimize this patient experience. The next thing is going to be on like clinical momentum. You guys have heard us talk.   heavy about block scheduling. And I don't just do this for production. I do this for ease and flow of a practice. Like we tell people all the time, a great day for you is a great day for a patient. And they might want the 10 o'clock, but what they really wants to get in and out on time and they want our doctor to do the best work. So we just guide them to the schedule and say like, perfect. So Dr. Mike does crowns at 10 a.m. on Mondays and 2 p.m. on Fridays. Like whatever time you want it to be, but we guide them.   So our schedule is there. I'm not kidding because what this does is doctors are not bouncing between room to room. Hygienic is not waiting on a super long exams. Assistants are trying to like get from room to room and then we're out of materials or we're out of equipment that we can't use because we didn't schedule appropriate. We only have one thing for implants. We've got two implants next door to each other. Patients feel that you might feel like you are a duck on water smooth and you're paddling like crazy underneath, but patients can feel when it's tension and chaotic. So how can we put into place block scheduling?   How can we like utilize assisted hygiene, use our hygienist to help numb our patients? What can we do for exams? Like we are big on hygienists, all have the exact same exams. So when doctors walk in, we just tell them the same thing. We have the same handoffs. We u

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 ways to get there.   And so that's how we're gonna look at these. Those three make more profit. So when I look at this and when I look at your biggest pain point that most offices are struggling with is cashflow. And why? Because you were taught to be a dentist, you weren't taught to be a business owner. So you're like, great, I made money, but I don't know how to spend the money and I don't know what I'm overspending. I was talking to someone and ⁓ this is a dear friend to me and she's running her business and this is like leading me into a possible other business idea that's been percolating for me. She was like, Kiera.   She's not in dentistry. She's in a different industry. she's like, Kiera, I made 200,000 this last year. And I was like, dang girl, I'm super freaking proud of you. And she's like, I took them 48,000. And I was like, what? She's like, yeah. And I said, well, hold on. She doesn't have employees. She's solo. And I was like, but why? Like, okay, 200,000, let's take taxes out of there. Even if you're sitting at 37%, which you're not, let's just.   we'll chunk 40 out of that, okay? Like let's do 40%. So was like, that's like 80. That's like really high. You probably are like 60,000 out for taxes. So we'll put you at 200,000 minus 60,000. We're at 140. Where did you spend like a hundred grand? And she was like, Kiera, I don't know. I don't know. And I thought to how many business owners feel like her? How many people feel like, but I made this money, but I don't have it and I don't know why.   Like gosh, 200,000 only taking home 48. Like you might as well go work for someone else. She's like, I worked more. I'm not with my family. I've done all these things. And I feel like that's how I feel so many dentists feel. They're like, I'm working harder than I was as an associate. I have all this stress. I'm not sleeping. I'm not with my family. And I'm not even making the money that I want to be making. And so I'm just really pro of like, Hey, there are solutions and there are ways. I think understanding what overhead is, understanding how business works.   and using it within your dental office is going to help. So, Dental A Team, I'm obsessed with helping you guys have your best lives. ⁓ Our job is to help you hit profit goals, control costs, not always have to produce and work more. Like let's work smarter, not harder. ⁓ And really it's just to positively impact the world of dentistry. We call it the Yes Model. So focusing on you as a human, earnings and profitability, and then systems and team development. Your business should truly serve your life, not the other way around. And so, ⁓   Let's just like dive into what is overhead. I don't want any of you to be like my friend and honest. I'm going to get that friend out of that dilemma. I'm like, I think this is how I was. I think that it comes from, right? Like, why do we build companies? We build them out of like necessity for ourselves. We build them out of like things that we had. We build them from like, I've been there, done that. And here's how I'm going to help you. But we also need to learn how to be really strong business owners. And something I feel like I've been really proud of and something I'm really grateful for is   The language of business has actually made a lot of sense to me. was good with math. used to, you guys ready? Another random Kiera job. ⁓ I was a math tutor for quite a lot of my life actually and taught littles. I didn't go, I was not into calculus. I was doing algebra, geometry, like little kids. I had a whole tutoring business. Like that was another business I started up. Cause I found out what they were paying me as a tutor versus what they were charging the client. And I was like, heck no, I'm doing my own business. It is really hard to do marketing in case you're wondering for tutoring, but.   I got my little business over the summer and drove around all these houses. ⁓ But math has always kind of made sense to me. Like one plus one equals two. And I like it because with math, maths, it's very fun. And so when I look at overhead and I look at targets, I'm like, all right, what does it mean? So overhead is the total amount of money that it costs to run a business. Okay. So that's what overhead is. And you know what? These are pretty slides. So I think Paul will be just fine.   ⁓ We actually have an entire presentation that we did on like preventing cashflow leaks and what is like the dentist profit plan? So I'm gonna actually show you guys if you're watching awesome. I think this will be a fun thing for you to see   Okay, so what is overhead? And I think these slides just break it down really simply. And if you're audio listening, great, I'm gonna tell you what's on the slide. So what is overhead? It's all the costs to run a practice. So we're talking payroll, rent, labs, supplies,   anything under the roof.   It does not usually include Dr. Pay. Now I'm gonna throw a disclaimer. I am not a CPA. Talk to your CPAs about this. I'm gonna just tell you how Kiera has learned it and how it's made sense for me when it didn't make sense, okay? So that's overhead. And I get annoyed with the overhead and this is why I prefer to talk profit versus overhead because the fact that it doesn't include Dr. Pay annoys me per CPA usual guidelines. Now I'm not saying all CPAs, but usually this is like how it is. It's all the costs, but they don't include Dr. Pay because you're a business owner. So like, why should we pay you?   Now, what is profit? Profit is the total after overhead and doctors are paid. So I like doctors to be paid 30 % of production. Think about it, that's what associates are usually paid. You can be 35%, I don't actually care. Like whatever it is. So in this simple equation, we would do revenue or production, AKA collections, minus overhead, minus doctor pay equals profit or available funds, okay? So if we're in a practice and we produce and collect, because if we produce but we don't collect, remember that'

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 for me to choose you to be here today. And before we dive in too much Trish, I want to ask what, ⁓ gosh, what about reading people and being able to peg that?   What do you love the most? What do you love when you walk into a room and you can say, my gosh, this, like what lights you up the most about it?   Tricia Lee Ackerman (03:28) I think what lights me up the most is like I can easily target somebody who is comfortable talking. So if somebody just kind of looks like their, you know, their shoulders are down, they look like they're at ease, that's going to be a pretty easy person to go and approach. Then you have your people that smile and they obviously they still look very friendly, but there is, it's, again, Tiff, it's like they don't have something written on their forehead. So it is really a read.   It's an internal emotional read that I have where it's like, you know what, that person actually probably doesn't want me just going up to them, just like starting a big conversation. And even if I do, you can read a person's body language and see how they're engaging back. And if the engagement back is kind of light, then like that's not a person that you push on. I'm not gonna make them have a conversation with me about a recent wedding they attended if they...   The Dental A Team (04:04) Yeah.   Tricia Lee Ackerman (04:24) clearly see if it's showing that they just kind of don't want to do that. So I don't know, like, I don't think there's a book that you can read on how to do this. Maybe there is. I, I personally think that this is something that you either kind of have or you don't. That's just my, that's just my thoughts on that. because again, I mean, some people really struggle, really struggle with knowing how to read a room. I'm sure they don't want to, but yeah, if there was a secret sauce, I would   love to share it, but I do think it's kind of an internal characteristic that you may or may not be born with.   The Dental A Team (05:01) For sure, I totally agree. actually, have my son, you he's 17 now, the recording of this and we've always, myself and just the people on my side that have been involved in his life and forming him into the kid that he is, we were always really big on being like socially aware and really just aware of his surroundings. One, because you know, as a parent, was a single mom scared to death that somebody's gonna steal my kid, you know.   So I made sure like he was always insanely, intentional about watching his surroundings, but then also being the one that's courteous to everyone else. Like you just don't be in the way and not so much that you make yourself small, but don't be in the way because it's very easy to just be like, ⁓ awesome. Yep, you go around, know, like don't make it a thing. Just be super aware. And I know that Brody's got that kind of intentionality and that intuitiveness that   he can read people as well. And I wonder, often I watch him do it, and I'm like, gosh, is that because you're so aware of your surroundings and you're watching for your next move, right? Because I know for me, it's like, where am I going to step next even of a crowded grocery store? What's the easiest path? When I'm driving down the street, well, which lane is going to be the easiest for me that I'm not an inconvenience to other people as well? So kind of like double dipping there.   So I watch him do these things and I think to myself, there are so many people that are not aware of their surroundings. Is that a piece of it, right? And like you said, it's kind of ingrained as personality. Anyway, it's high tangent there, but I think one thing to do is to really ramp up your awareness of present, I guess really, right? It's being present with where you are at and the people that you're with. Because when we're in our heads ahead or behind,   we're not here and we're not intentionally paying attention to the things going on in the people around us. How do you feel like then? I mean, where can we talk about hiring? We can talk about all the pieces, but realistically, we get the biggest question is like, gosh, do I hire for personality? Do I hire for ⁓ experience? Do they have to have dental experience? Do they have to have management experience? But really, I think this also applies to looking at the team that you have today and making sure that   Tricia Lee Ackerman (06:59) Anyway.   The Dental A Team (07:23) We say this all the time, right? Person, right? Seed. It's a massive piece. And I think these pieces you can take and apply to both. When it comes to personality, Trish, and it comes to not just like, that's one thing, to be able to read personalities and be able to be in a room and navigate the situation, but personality versus experience. How do you help practices differentiate the two, even in any situation at all?   Tricia Lee Ackerman (07:50) Well, obviously, ideally, personality and experience at a high level, both. That's perfect. That's awesome. But but more than more times than than than not, we do have that situation where the doctor will say like she was really not, you know, hiring for an office manager. She was really nice. She was really great. She was all these things. But that's awesome. However, that's a position where we do need to see the skill set.   What type of leadership ⁓ experience does she have? And maybe she doesn't have any, but can we set her up for some? And how quick, how sharp is this individual? Because if they're really, really, I use the word cool. We can train skills, but we really can't train cool. You kind of either cool or you're not. And if they really like this person and they're sharp, then maybe we should entertain giving them some leadership activity homework.   and see how that comes. If it's somebody that has all the experience in the world, say like as a treatment coordinator, they've been doing it for a very long time, but they're kind of cold, they're kind of direct, ⁓ they kind of really don't know how to like maybe laugh

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 have connected. You have met my husband. have had personal conversations outside of the podcast because I very much align and subscribe to this lifestyle and this mode of thinking. I believe that practices should work for us and us not work for our practices. I believe that we became business owners to have these big lives and these, audacious dreams. And yet I feel so many people live below their, their potential. They are trapped. They are.   Derick Van Ness (03:33) Mm-hmm.   The Dental A Team (03:34) It's crazy. I ⁓ had a client and she actually made so much money last year, which was amazing because the year before she was like, Kiera, I want to make more. So I was like, great, we're going after profit and production like blinders on. Don't talk to me about anything else. And she had like a crazy year and she's like, great. Now I have this huge check. I've got to write in taxes. And I was like, not my problem. Like you need better CPA help on that, but glad we made you the money. But I bring that up because one, it was a huge win for a client, but two,   Derick Van Ness (03:52) I don't know.   Yep.   The Dental A Team (04:02) I think that people being able to keep the money that they make, hold on to more money that they make. Like I love that we live in America and it's a free country and that we get to pay taxes. Like I'm so freaking grateful for that. With that said, I do not want to pay one penny more than I need to. And I want to maintain and keep as much as I possibly can to live the life I want and to not feel the guilt of being a successful business owner and to do the fun things that I always imagined and dreamed of doing without the guilt of doing it. And I think so many people are so scared of.   Derick Van Ness (04:11) Yep.   The Dental A Team (04:32) being financially free, they're scared to spend money. They get hit with tax burdens left and right. I can't tell you how many dentists that I hear at the end of their career and they've had great careers, but they have no financial stability. like, Derick, this is the stuff that stresses me out and keeps me up at night and which is why you're on the podcast because I want people to be smarter. want them to be more educated and I want them to live happier lives. So let's walk through like R and D credits and CPA and like how people can live a more enriched   Derick Van Ness (04:33) Mm-hmm.   Yep.   The Dental A Team (05:02) big life today rather than waiting. I think it's just a fun topic to talk about. I'm intrigued, so let's talk about it.   Derick Van Ness (05:07) Yeah   Well, let's do. mean, we can start generally with taxes and then we can kind of move into the credits piece because it is like a it's just a small very segmented piece of what you do with your taxes. overall, the biggest thing I see is most people see taxes as like a necessary evil. This is the thing I have to deal with. When people see something as a necessary evil, what do they do? They do the minimum. Right. And what that really turns into is   You're not talking with your CPA. You're not coordinating with them. You're not being proactive. At the end of the year, you just want to do the least. So you just hand them all your stuff. I realize people don't come in boxes anymore. Now it's like, here's my QuickBooks password. Or I add you to my account. ⁓ And then they tell you how much you owe. But if you ran your business that way, if you just didn't look at anything all year, and at the end of the year, you're like, I wonder how we did. Wouldn't go so well if you didn't talk to your team about anything. What's that?   The Dental A Team (06:01) People do that though, Derick. They do it all the   time. This is not abnormal. They do it all the time. They're like, my gosh, I owe how much? my gosh, we didn't hit goal. And I'm like, ⁓ let's at least look at our numbers. Like that's step one. Step two, let's talk to our team. You're not wrong. I'm just shocked at how many people do this in real life. And I'm like, hey, there's a different way of living. like, maybe let's take that path. Just try it out. It's like t-shirt. Try that one on. It might feel better than your current oversized, like two baggy of clothes that don't fit. And then you're angry.   Derick Van Ness (06:11) I know.   The Dental A Team (06:30) the time. anyway go on didn't mean to interrupt the rant.   Derick Van Ness (06:32) What if I'm gonna be   a Gen Z VSCO girl? I I want the Oversight T-shirt and the angst.   The Dental A Team (06:36) Well, as I said it, as I   said it, I was like, well, that's like the current style. Like what's uncomfortable clothing? Maybe it's like the wool scratchy. I just came back from Iceland and I'll tell you what, I didn't buy a single shirt there. I was like, that is gonna scratch me. I know it's warm, but I'm not wearing that for the rest of time. Like there are softer clothes in this world that are equally as warm. Like I'll choose that. So that maybe you're wearing a wool scratchy sweater. Cause you never look at your numbers. You're always irritable. You're always angry.   Maybe you might get the oversized hoodie that's way more comfy. Maybe that's the better analogy for today.   Derick Van Ness (07:07) Well, and so you help them look at their numbers, right? What's your P &L? What are your KPIs? There are tax numbers too, right? Like I'm usually meeting with clients in September-ish to say, OK, how much have you made so far this year? What does that put us on track for December 31st? And then we have November, I'm sorry, September, October, November, December to do things to get that number at the end where you want it to be. I'm not talking about go out and spend $1.   to save $0.40, right? People do that. Oh, go buy a car. If you don't need a car, that's just a waste of money. I literally had someone who's like, should I just buy a G-Wagon? I'm like, only if you were going to buy a G-Wagon anyway. They want the tax break, but.   The Dental A Team (07:45) I mean, I asked tha

Chances are, your accounts receivable (AR) is not dialed in. Kiera provides very tactical, specific tips on how to get your AR cleaned up and start bringing in money you've already earned. 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 very important topic But one the people like my rat rat rat, but guess what my rat rat rat is gonna make you a lot of money So I hope you're excited for it. So we'll take that rat rat rat into kaching Because it's dentistry party done and we're just gonna like help you out. I hope you guys enjoy hanging out with me This is my like nerdy geeky side that definitely loves and obsesses of being able to help you guys and it's been so fun I'm working with some people and teaching them about this and   getting them excited on how they can fix their AR ⁓ is something that just like really, really lights my fire because doctors, you do the freaking dentistry, get paid for it. Can I get an amen out there? Like seriously, you do the dentistry and AR and making sure you're paid is something that I am so obsessed about. So, and this doesn't mean doctors, have to do it yourself. So I want us to get into the AR like the womp, womp, womp, it's annoying, but guess what? These are billing tips that work that are gonna make you a lot of money for work that you've already done.   This is like people like, Kiera, how can I make more money and not do more work? And I'm like, just take the money, the what you've already done. it's crazy. lot of people come in and like, Kiera, you're really going to be able to like, ⁓ give us an ROI on your consulting. And I'm like, time. Why? Because I know your AR is out of control. have yet to meet a practice that has perfect AR. And if you are the practice email me, I'm going to give you a freaking shirt and we don't get out done on a team shirts anymore. So yeah, you should definitely email us. ⁓ there are a couple of practices out there.   But most the time, AR is something that is not dialed in. It does not have a plan. And this is something that is going to be very tactical for you. So first step is AR. What is AR? It's the accounts receivable. Okay. And there's two parts to it. AR has the patient portion and the insurance portion. Okay. So when we do dentistry, we need to make sure we collect money and we bill insurance and then we make sure that we get paid for that. Now, insurance is such a sneaky little game and I get so annoyed by it I love to teach people this.   So we need to have it where there's like a few processes that make AR really good. So we're gonna break it down very simply. Number one, good information in means good clean claims going out. I'm always like, we send clean claims. Clean claims mean, clean claims, clean claims. Clean claims, clean claims. ⁓ Clean claims. I'm gonna giggle saying it. I can hear the little jingle in my voice. Clean claims means that we...   have the correct information. So I've got the patient's name, the date of birth, the insurance information. That's all correct. I've got the group number and please for the love of everything, holy, do not make a million group numbers. Do not do that. Make sure AR are so messy and your insurance box is so messy. We just have it. We also need to have fee schedules that are up to date every single year. Please do that. We need to attach it. We do not want write-offs. So what this means, ⁓ also another like, it's not a pet peeve. It's just like,   Oh, I'm sorry. You need to like listen to the podcast and implement this. Stop reporting to me your fees in gross numbers and do it in net. So many times I get on calls with people and they're like, Kiera, we produced like 2 million, but we collected one. And I'm like, ouch. And they're like, well, like our net was like, you know, 1.2. I'm like, so tell me you produce 1.2. Let's live in real land numbers, not the 2 million. Cause you're always going to be mad at me. They're like, well, I produced 2 million, but I'm only making a million. Well, yeah.   Because guess what? You didn't really produce two million. I know you want to say you did, but guess what? Insurance is what really is paying you. So we've got to do that. And I know you don't want to, but when you will do this and you attach the correct fee schedules to it, you are actually going be able to predict your numbers better and your money and your finances are going to get better on your personal side too. So hear me out. It was the worst day. was worse than Christmas getting a lump of coal. I took our production and it dropped us by 30%. And guess what? My goals are to produce 20 grand in a five out practice per day. You want to know how hard that was? I was like, I'm never going to make it.   But guess what? Because I was reporting in real numbers, me even as a TC and an O.M. we were able to schedule more correctly and get us to the actual 15 grand of true 15, 20 grand per day of true production that we were collecting. How much do think my business grew? ⁓ a lot because we were actually producing incorrect numbers, not inflated numbers. So clean claims. We're back to that clean claims mean we've got correct information. We've got the correct ⁓ all of the information is correct.   We've got our insurance verification done and we've got the fee schedules attached. So then when I'm giving an estimate, I'm estimating to the best of my ability. We do not send pre-Ds. I call them pre-denials. You can have your own opinion, but I really truly do not like pre-denials. They take time, they waste energy. And to me, guess what? I got the best information. I'm a thousand dollars. I'm an insurance coupon. I need to be a dang good treatment coordinator that's able to communicate this. And if the patient owes money, guess what? We've got to be really good at communicating that too. This is our best estimate.   I'm gonna do my absolute best. We called your insurance company. I've got the best insurance verification. This is the absolute best I can get today. We're gonna take care of that. And on the flip side, hey, worst case scenario is you're gonna owe this much out of pocket. Tell them that. Then they're not mad at you when you call them. like, hey, insurance didn't pay as much as we thought. But remember, worst case scenario, this is what it is. And I can work with you to get that collected, okay? So then from there, we make sure we have correct documentation as well. We need to attach the correct narratives.   ⁓ insurance or excuse me, x-rays, intra-orals, whatever we need to get that paid. Insurance companies are obsessed with not paying for you, but it's because they play the game. So just figure out the rules of the game. We have our fee schedules in there. We send the correct documentation and we send it out every day and we check to make sure none of these claims get stuck in our claim sender. Okay, so we wanna make sure it goes through the clearing house. It doesn't get stuck there. I feel like that's like the post office for claims. We send it through and we make sure all of them get pushed through to the insurance company.   and then we follow up. And now this is where I need owners of each of them. So we need somebody to make sure that all of our intake process is correct. We need someone to make sure that our, what we send out in our claims is correct. And we tell the clinical team what we need for every single claim. And then from there, we have one person who owns our billing department. AR needs to have a clear owner. Who is our billing person that works on this every single day? Yes, you heard me. Because the goal is to get our claims paid within 30 days. You can do it. It's doable, but you gotta have a process.   So that person then their job is I recommend we run the AR list at the beginning of every single month. Then we put it into an Excel spreadsheet or however you want to do it. I found that it's easiest in Excel and then we have it color coded. And I like it to be broken down so that way the biller, their goal is to get through every single patient. Yes. And I have seen 2,500 patients, 7,500 patients. Like it is amazing how many like line items we can get. Hopefully you're more like the 500 to 700 patients on that AR list.   Then what we do from there is we've got patient portion and insurance portion. And what we want to do is we want to actually get this really, really dialed in to where we are collecting at time of service, the patient portion. My hope is that your patient portion that's due is very minimal. And the only time we have a patient portion due is because insurance didn't pay as much as we expected them to. So we got to go collect. We've already collected the money before they go out. Please, for the love of everything, holy do not let your patients just be like, I'll pay you with an insurance pays. Absolutely not.   collect the money today. It is much easier to collect today and give a refund than it is to go chase money. I'd rather you get paid today, wait on insurance. That's fine. But be like, hey, we call your insurance. We estimate really, really well. This is how much we're going to collect today. And then, hey, if it's good news, great. We're going to be able to get you a refund. And if it's not, then great. We're not going to have to call you and ask for as much in the future. So this is what we're estimating. This is our best estimate. We've called your insurance company. We've done everything we possibly can to make sure it's the best we can. And I guarantee you, we're going to take great care of you.   Collect the money. Then when it comes in, what I like for the biller to do is to look, what did this insurance company actually pay? And then go update your fee schedule to the true numbers, because fee schedules are just very generic, but for your area and your zip code, we actually

The Dental A-Team Podcast has been around for seven years, if you can believe it! Kiera reflects on her original goal with the pod, how that goal (and dentistry in general) has changed since. It's been an evolution of leadership, systems, culture, and growth, and the ball is still rolling. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:02) Hello, Dental A Team listeners. This is Kiera and happy birthday to the Dental A Team podcast. guys, gosh, if this was a child that I would have had, Dental A Team podcast today is seven years old. We started this back in 2019. So is that right? 2020 would be one, 21, 22, 23, 25, 26, seven. Guys, seven years. We've been hanging out together. Like gosh, I would have a seven year old child. Like that's insane. And I just think like, thank you.   is what I is my biggest piece of ⁓ if I was blowing out the candles today, which I usually actually do. ⁓ That thank you for going on seven years of a journey. Thank you for listening to me when I used to car cast and I didn't have video and I was so new. I remember like one of my first ones was like nailing jello to a wall. And like, gosh, I just think back to don't break up with me and so many of the podcasts over the years and the guests that we've had and the   people that I've met because of this podcast, like I get emotional, I get grateful of, gosh, like we just think that these things happen. We think that, it was just right time, right place, but I believe that there's something far greater than that to where all of us were working, we were being prepared, we were being put into place where it didn't just slip into place and happen. It was something that was magical, it was euphoric, and it was meant to be able to reach each other, to be able to talk to each other, to be able to serve you.   to be able to have you implement and put things into your place in your practices, to be able to be right time, right place, but due to lots of preparation to be here. So if you're new to the podcast, welcome, I'm Kiera Dent. I had this crazy idea to create a podcast that helps dentists and teams come together. Being a team member myself and being a business owner, guys, like this is the perfect platform to bring that together. And I think I have such a special vantage point to be able to share with you doctor and team members perspectives. And so today I just wanted to think about like,   growth doesn't happen overnight. And what the podcast was versus what the podcast has become, it's crazy to see how far we've come and how much we've evolved. You guys, have like 1100 plus episodes, never in my wildest dreams that I think I would hit record that many times and talk to you for this many years and hang out with you and travel across the globe with you. But it's one of those things of today is going to be reflecting back and a forward looking episode. And this I think very much applies to practices, team member evolution and how it goes. And I think   days often feel long and years seem short. And when we can do this, we're gonna look at like, gosh, what the journey has been in seven years and how fast it goes and how slow it goes and hurdles and challenges. But you guys, this is about how we reflect on the growth we've had on our practices and how it's gonna be able to serve you guys moving forward. So as we go through this truly, I hope that today, I don't know, just wrap your arms around yourself, give you a giant hug and pretend that's me giving you a hug.   a hug for listening, a hug for sharing, hug for ⁓ leaving reviews, a hug for ⁓ giving ideas, a hug for sharing in Facebook groups where we glean information, a hug for ⁓ being a pen pal to me, a hug for ⁓ allowing me a space to share my life to the podcast. It's been something where I will wake up in the middle and I'm like, my gosh, I got a great idea. I'm gonna go like podcasts this of sharing tips and tricks and things that I feel you guys would really benefit and serve. So just giving you like,   Just give a squeeze because I adore you. love you and I'm so grateful for this. So as we reflect back, ⁓ I think oftentimes we see growth as much easier if we look back, right? Like little kids, you don't see them growing day on day and day. But when you measure on a wall, you're able to see the growth. And it's like, wow, we have this. And so when I started the podcast, my goal was like, let's give teams, let's give tactical. And we stayed that stayed true. ⁓   But over time it's expanded and I recognize the needs of practices. mean, hashtag COVID, things changed, it became radical. We went through the great migration together. We've gone through team members and the evolution of hiring and firing and culture and going from like dentists and to where it's like, wow, we aren't just here at Basic. We're now looking at CEOs and we're running these multimillion dollar businesses. We've got startup practices. I've got practices doing 30, 40, 50 million in their locations like.   It's an evolution of leadership and systems and culture and growth. like, all of this is like, we can't say stuck. I mean, now we've got AI introductions. It's like, gosh, like the crazy cool stuff. And so it's something to see like how both industry and conversations have matured over time. And I think also for you and your practice, think today, one of when you started that might be this year. Kudos. There's some of you I know that just bought your practices and I'm so freaking proud of you. Hashtag my Midwestern students. I'm so proud of both of you ⁓ and you both know who you are.   You might be on day one of your practice ownership. You also might be on day like, I don't know, a thousand. Gosh, like, is it crazy to think that day a thousand's only about three years in? You might be on day 20,000. Shoot, how many years is 20,000? I'm gonna do some math, because 20,000 divided by 365 days, you'd be at 54 years. Some of you actually might be there. Some of you are maybe like 10 years in, so you're on day like 3650. I don't know, that was so hard for me, okay?   3650, 10,000, what'd we say on that? If you're at 10,000 days, you're at 27 years in the practice. A thousand, like just think about that. Sorry, I know my math earlier was a little off. A thousand days, that'd be about like just over three years. That's what I meant by the 10,000. 10,000, shoot, you're in 27 years plus. But when we look at this, we think about how everything's evolved. And I want you guys to really look at like.   How have things evolved in dentistry, even since the time you became a dentist? And if you're a dentist in school, like look back, it's an evolution. And so I think it's like, the goal is always like growth, but I think it's expansion and impact more than it's growth. Like we can just grow, but we can be unhappy. But expansion is not just about size, it's about reach and influence. And it's one thing like we could have thousands of followers, which honestly, you guys, I'm blown away when I look to see where our podcast reaches and the countries and the international impact and the...   the state side impact and the number of offices. You guys like that is such a blessing to me. That was the goal. The goal was how can I have a voice, a positive impact of tactical of being your friend in the industry that's always going to go out and always about the best companies and bet the best practices and be on the cutting edge of things. That's what it is. And it's about reaching influence and impact. Like in every one of my vision boards, impact is in the middle. I want to impact your life in the most positive way. And so when you're looking at it for you,   It's not just about growth, it's about expansion and impact and influence. And so it's, what does it look like in a practice? Like as we grow, you're going to have stronger teams, you're going to have cleaner systems, you're going to have healthier leadership. Think back to day one of practice ownership, to day 10 of practice ownership, like it's very different. Dental A team as a company this year hits 10 years old. Can you believe that? I was three years in when I started this podcast. Kiera Dent has evolved. We have a stronger team. We have clearer systems. We have healthier leadership, but I'm still evolving. Is there an out as like...   me and a couple of people, Tip was like almost like employee number one. And those are two girls who wanted to make an impact in this world. And while that has stayed the same, there has been maturity because we've had to, we needed to have cleaner systems. We have to navigate the change. We have to have different challenges, different opportunities. And it's something where it's like, we want to create, I think you go from like rapid fire excitement to keeping that into this more mature of what's the legacy, what's the impact, what's the expansion that we're going to go to. And so   ⁓ I think it's a space for you and your practice of what do I want my growth, aka my expansion, which is going to be about influence and expansion. That's my growth. What do I want that to look like? What do I want my teams to look like? What do I my leadership to look like? What do I want our reach and our impact in our community to look like? What do I my legacy to start to feel like? And I remember I was like on a plane and I was filling in what my 10 year vision of my business looked like. And I remember being like,   gonna be? I said it in 2019. you know, that's three years away and I was like, I'm gonna be 43. I was 33 at the time. I was like, my gosh, I'm gonna be so old. Now I'm getting close to that and I'm like, wow, that wasn't too bad. But it was so hard for me to imagine 10 years from now. But I think that exercise forced me to really get crystal clear of what do I want my life, my expansion, my growth, my impact to be? And then what kind of a team do I need a

Why is it so difficult for doctors to delegate, even when it so obviously impacts the team? Kiera and Dana discuss the art of delegation, and where it overlaps with clear expectations and accountability. 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 love when I get the consultants to podcast with me. And today I got the one and only Dana,   I actually have a better nickname than Danie for you. I've like upgraded. I really do think you're Dynamite Dana. And so welcome to the show. Dynamite Dana. Like you just are dynamite in so many ways, so many areas. People love you. I know people are like donuts with Dana. That one was really catchy and clever, but I think like dynamite Dana is who I'm going to stick with. So how are you today there? Dynamite Dana.   The Dental A Team (00:27) Doing good. I'm glad you found one that felt right.   The Dental A Team (00:29) I mean, I still love Dainty   so much and that will probably always forever remain. ⁓ But Dana, truly you're a dynamite consultant and I've watched you evolve and it's like, ⁓ you were on the podcast with me last time where you took a practice from negative profitability to multi profitability in just a couple of months. And I think the dynamic and dynamite ability you have so like dynamic doesn't feel as cool as dynamite, but it's because you're this dynamic player and you're able to help teams, help doctors, help offices.   The Dental A Team (00:33) You   The Dental A Team (00:58) And really it's, think like role clarity, like really focusing on top priorities. And I think that that's like the clutch piece of consulting. If I like boil down what two consultants do differently is yes, we have this like Mary Poppins bag of tricks, but I think the piece is we know which Mary Poppins tool and prioritization and piece based on the numbers, based on the goals need to happen. And I think you're very, very dynamic and dynamite and being able to do that. So excited to have you on the show today.   The Dental A Team (01:26) Yeah, I'm really excited to be here. I haven't podcast in a while with you, so it's going to be fun.   The Dental A Team (01:31) great time girl.   think our last one was talking about your transformation practice. So today's gonna be fun because I think that this is a topic you and I see often is like   doctors struggle, teams struggle to delegate and they struggle to have like role clarity and I'm even guilty of this. Like I've watched myself like it's crazy when I have these podcast topics and I'm like hi it's me I know I'm the problem I know I'm hanging on to these issues I know I'm causing this chaos and so I kind of wanted to like talk about   why doctors struggle to delegate, why we get into this like bottleneck, and then what it can look like on the other side and how we've been able to help doctors. Like, I know you've got a couple in mind. I've got a couple in mind of what does it look like when we start to trust that process? So Dana, from your perspective, why do you feel like doctors don't delegate and we like bottleneck and we hold on or like owners and founders and office managers? Like, what is that? Like we know we're bottlenecking. Like it's annoying to me. I'm like, I know I'm having a temper tantrum and I don't know how to stop it. Like I know I'm not delegating. I know I'm holding on. know I'm freaking   like failing over here. What, like, why do think this is a rift? What are your thoughts?   The Dental A Team (02:32) I   I will say I feel like Dr. Personality is like a doer, right? They're so used to like to get to become a dentist, right? You have to have succeeded thus far in life. And I do feel like that in order to kind of get where they are, they've had to kind of always do right work really hard, hit the books really hard, hit the clinic really hard. And so I do feel like it's kind of ingrained in them just as humans is that they want to do all of the things. And I also think that there's a misconception of leadership. And being a good leader means doing all   things, making all the decisions, having everyone lean on you for everything.   The Dental A Team (03:07) Yeah, I love that you say that because ⁓ there's a book that, gosh, I should look up the name of it. mean, like, I really will actually, guys. Like, if you're watching, don't worry, I'm ⁓ looking this up right now. ⁓ But it's like the founder mindset. And I think so many of us, it's the founder's mentality, how to overcome the predictable crisis of growth. And I think about this book often because like you said, it's a...   what you have always done won't get you where you need to go. And like those habits and those patterns and the different pieces, it's this, like you said, like you had to work hard in dental school. You guys, watched you. Like I worked at a dental college. ⁓ We watched you be this person. And also there's a perfectionist piece of you literally are working in such small areas. Like the mouth is so small. You have to be perfect. You can't have that. Like, I mean,   shoot, you barely move that burr wrong and you're nicking the tooth next to it and you're like, dang, and now gotta like patch this thing up. Like you really do have such a small, finite controlling area. ⁓ But I think it's ⁓ a space of, we all know, Dana, it's like, logically, I know that if I delegate and I trust my team, my life gets better. So what do you feel like it is? Like, how do people actually let go of the vine? Maybe I'm asking for coaching for myself.   The Dental A Team (04:18) Yeah, and I think some of the hold back   is they might have tried to delegate something in the past and it didn't go very well, right? Because there's an art to actually delegating and delegating that is successful and setting real clear expectations. And so I find like, well, I've tried, right? But the person it fell through the cracks or there wasn't an accountability piece built in. And so I think it's like learning truly how to delegate correctly and delegate so that pieces come back to you and you're not chasing down the thing that you   thing that you gave because if you have to chase it down, if you have to check it, like it's still on your plate then, right? That, that it still hangs over your head if you, if those pieces aren't in place. And so sometimes I think too, it's like they have had a past history of trying to delegate and it's like not failing, but feeling like, I should have just done it anyway.   The Dental A Team (05:09) Totally. And I think as you said that like, I'm into now the how of like, okay, I hear that I agree. And I, it was funny, Jason, I, call it like tub talk, like think tank talk. Like we go out hot tubbing, we don't take our phones. It's like really beautiful and shoot, it just snowed. So I can't wait to get out there and like go hot tubbing in the snow. ⁓ it's a really magical world, but we were talking about it and I realized we're using a recruiter to help hire some team members for us that I'm really excited about that are like far out of my league that I don't even know how to hire. So   ⁓ brought in some executive recruiters for that. And I remember they were asking me, they're like, Kiera, what's going to break your trust the most? And I was like, I know actually, like for me, and so team members hearing this, the number one thing, and Dana, I'm saying this because you are not this person and I'm going to highlight you, I think there's also a space when doctors delegate to make sure the person we're delegating to is right person, right seat. ⁓ For me, I've learned that the way I lose trust the most is when people tell me they're going to follow through and they don't. Like I'm very, because I just feel like,   then don't do it. I get they have best intentions, but I'm more obsessed about outcomes and you delivering rather than you just taking a million things on to make me happy. ⁓ And so I thought about it, like, who are the people that I trust implicitly, like on our team and Jason, I'm not going to like do the role of X day. And I'm that's like unfair. You'll get to hear the like behind the scenes, Jason and Kiera talk. One doctor, he was like, Kiera, if I could just be a fly on the wall to hear the conversations you and Jason have. And I was like, I don't know if you want to know them all. ⁓   But I thought about it I was like, okay, my core crew that I really do trust, like what is it and how do I delegate to these people? Like Dana, I know, and this is why I called you Dynamite Dana and Dynamic Dana is Dana, I know with out of doubt, I can give you clients and you're gonna deliver and you're not gonna let me down and you're gonna follow up, you're gonna have scorecards, you're gonna show up to the coaching calls, you're going, like I never have to come and check in on you to make sure you're delivering to clients. Now, you may need help, that doesn't mean they're not gonna be like never asking, but I know you're gonna hit those deliverables. If I give you a project like, hey, you're gonna present,   Never in my mind have I been like, uh, Hope Dana is going to show up on that. Like I know I can count on Dana to be there. She's going to follow through. If she's got questions, you're going to proactively ask me. It like, I can give you tasks that they don't come back to me. Now there's other team members where I'm like, I feel like I'm playing whack-a-mole. I'm like, uh, did you check on that? Did you check on that? Did you check on that? Like, and I've noticed my anxiety is like lit to the next level. And I think as you were saying that and office managers and team members, I hope you hear this loud and clear.   This is the fastest way to break trust and not have a doctor trust you. And truth be told, like I'm going to just call out team members, not even just doctors. You're also being th

Are you providing your patients with a 5-star treatment? It starts with your front office. Kiera breaks down what a full rollout of peak client care looks like, identifying five different points to utilize as soon as that patient walks through the door (or calls). Episode resources: 5 Star Treatment Planning Document 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 so excited. Today is gonna be one of my absolute favorite topics, and it is getting more patients to say yes to treatment. You guys, I obsess about this, and I talk about it a lot, and I just feel that these are some really good things. And so I wanted to go through our five-star treatment planning process with you today, so that way you guys are able to help more patients say yes, be able to maximize your practice.   Because at the end of the day, a patient who comes into your practice, they want to do dentistry. There is a treatment coordinator that I worked with for years and she always says like, Kiera, my thoughts are when I go in and I treatment plan, like the reason is patients are gonna say yes to me because they're at the practice, they want to get this help. And I just think having that mindset helps so much. And so this is a five-star treatment planning and we've actually created it for the entire practice. And   one I'm gonna go through is,   specific and then we actually broke it down for our front office team, our clinical team and our doctors of this process of five star treatment planning. And what's really fun is when we implement this into a practice, we do a full rollout with the team. And then what we do is actually once they complete it, they actually get to check off their stars. And there's actually way you can become five star certified in Dental A Team. So if you're new to the podcast, welcome. I'm Kiera. Dent really is my last name. I'm obsessed with all things dentistry and I'm obsessed with teams and doctors having their best life possible.   Our team is so committed to you, to your practice, to making sure that you are thriving and not just surviving. And so really giving you guys tips and tricks that you can go implement into your practice to help more patients say yes, to be able to help your team be so thorough and so productive and really making life easier. So we love to hear from you. I love pen pals. You can always reach out Hello@TheDentalATeam.com. And if you're ever curious of, I wonder what consulting could look like in my practice.   Be sure to book a call. It's complimentary. We go through your practice with you. We assess your practice. We give you a roadmap, whether you work with us or don't, to make sure that you are always being able to positively impact your team, your life, and your community. Because our goal is to positively impact the world of dentistry in the greatest way possible. So with that, five-star treatment planning. So these are the quick five stars that we go. And like I said, then it's broken down more in depth of what each department needs to do. ⁓   The first one is going to be more for front office team members. And it also can be for clinical team if we're actually having them present treatment in the back. And so the first star is when we go into it, we're going to smile and assume the yes. So before we even walk into the room, we have confidence. We know that we're going to go into it. We know that we're going to have patients say yes to us and we smile.   We are going to assume that the patient wants to do dentistry. Why are we going through and saying like, my gosh, this is a big case. my gosh. I don't know if they're going to accept. my gosh. my gosh. Stop that. Why are we doing that? There's absolutely no reason to do that. Patients are at the dental practice and just because they don't love the dentist doesn't mean that they don't want to have healthy mouths and healthy teeth and being able to have confidence. I say our mouths are the coolest thing ever. We get to smile with them. We get to talk with them. We get to eat with it.   Like there's so much value to it. Like it truly is, I think, the gateway to our confidence. It's the gateway to our health. And so being able to help patients have that. So I'm always going to assume, like my mantra is, everyone says yes to Kiera and there's always a solution and we will find it together. So we go in and we have that and we're going to assume the yes. We also gonna use what I call the three E's and that is edification, empathy and energy. So I'm gonna watch the patient and I'm going to edify the doctor, which is star number two.   I'm going to have empathy for what they're going through and not just assume it's run of the mill, just because it's a crown for us, doesn't mean that that might be life altering for our patients. But we're not going to put negativity out there. We're still going to be able to have empathy and positivity for them and help them see that this is the best place for them to get their treatment done and then making sure our energy matches. You guys, I come in really high. I have a lot of energy. So many people are like, Kiera, we want to consult with you because we love your energy and our team needs that. Well, guess what? Our whole team has to have that because this is who I am.   And sometimes you need to have energy and like, need to get too excited on the podcast and I need to rally you. But for some of you, I remember there was a doctor who's like, Kiera, you're like a little much for my team. And my team's more like, hey, how are you? Well, guess what? That team is actually a better fit with Britney Stone. Britney is a much better match energy wise than I am. And so just making sure that we mimic and mirror the patient across from us. So star number one is smile and assume the yes before we even walk into it.   Star number two is we want to rave about the doctor and repeat a perfect handoff. So we want our patients to feel like they're on the winning team. And I think about it, if I'm going in like, I'm going in for surgery. And if that treatment coordinator who's presenting to me, so I've met the doctor, they've diagnosed the treatment to me. Okay, so all that needs to happen before we get to this spot. But the doctor told me, Carrie, you need to come back for surgery. If that front office person that I'm talking to about my financials said to me, gosh Carrie, you're so lucky.   ⁓ Dr. Kressler is absolutely incredible and you're going to get such great care. I've seen him do this surgery multiple times. I know you're in the best hands and truly I'm here to make sure that you're taken care of. We're super excited for you and I know you're going to have great results. Like even me saying that I feel this whoosh of like confidence of OK, got it like I am making the absolute best decision I possibly can. And so this is what we do. So number start number one is smile and assume the S use our three E's. Number two is rave about the doctor. Help them see that we're on the winning team.   and use that perfect hand up. It'd be like, awesome, Kiera, you are so lucky. Dr. Jones is so incredible. He's done this treatment so many times and we're gonna get you taken care of. Dr. Jones wants to see you back for a crown. We need to get you scheduled in about two weeks. We need to do about 30 minutes and we're also gonna get your cleaning scheduled for that. This is gonna be amazing. Doctor is incredible. And then we move to the third star, is schedule the appointment first and give two options. We wanna get the commitment.   So a lot of times treatment coordinators will like come in like, how was your visit today? Meh, I'm at the dentist. Why don't we control this narrative? I'm going to smile like, Hey, it's so great to see. I'm so excited to get you helped out. Dr. Jones is so incredible. You've made a great choice. And I know he's going to take great care of you. We're to get you scheduled for that crown in two weeks. It's going to take us about 30. It's going to take us about an hour and a half. I hope a crown's not 30 minutes. It's going to take us about an hour and a half. And we're also going to get that cleaning scheduled. perfect. First things first, let's get you scheduled.   I've got Monday or Wednesday, which works best for you. That's when Dr. Jones does all of their crowns. I've got Monday or Wednesday, which works best for you. The reason I wanna move right into scheduling is because this is gonna help me get a commitment. And I believe that words are free and we should use them to our advantage. So when I'm going through this, let's just make it very easy for the patient. We smile and assume the yes, we rave about our doctor and talk about our perfect handoff, and then we move right into scheduling. Now the patient might be like, well, I wanna know what this is going to cost. I say, absolutely.   I want you to feel so solid and rock solid confident moving forward. Dr. Jones is extra busy. So we always just make sure we get you on the schedule, make sure we get that appointment set. I'm to go over all the financials. I want you to be super confident with that. But we'll just get you scheduled since the schedule is so busy. I've got Monday or Wednesday, which works best for you. Now, if they push back again, don't stress, talk to them. But this way they're able to see the flow, how we're going to do this. Because for me, what I'm also doing on that is I'm putting emphasis of we are doing treatment. And the question is how we want to pay for it, not the question of are we doing treatment or not.   I'm not forcing a patient, I'm not making them doing it, but sequence does matter when it comes to treatment planning. And you guys, I am a dang good treatment coordinator. 50, 60, $70,000 cases paid in full same day. It is not something that is hard, but it is something

Key Performance Indicators (or KPIs)! By establishing KPIs in your practice, you find ways to remove the emotion that doesn't need to be there. Tiff and Kristy explain how KPIs drive a practice — and how to implement them if you haven't started yet. 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 again today and I say we again because I've got Miss Kristy here with me. You guys know how much I love her and podcasting with her is just, I told her today, like I just, you bring a sense of calm and it's great and letting it be on a, like Thursday afternoon, this is kind of cool for me ⁓ and ending my week. I've got, you know, we've got things to do tomorrow, ending calls with this is really, really cool. So Kristy, thank you so much for being here today. How are you?   The Dental A Team (00:29) Good and you?   The Dental A Team (00:31) I'm good,   thank you. ⁓ I'm... I was gonna say that, like what the heck? I'm so glad you're here though because, you know, this time last year you were here in snow and ice and I'm so glad you're here but it is cold and I heard you guys, record these, this is January right now, it'll be released in February but it's like so cold. It's like 43 degrees in the morning here and us Arizona women are just not used to that so.   The Dental A Team (00:34) It's cold for Arizona.   The Dental A Team (01:01) I agree and there's supposed to be ice and snow coming, not for us, we get rain, thank goodness, but I'm like, that's why we live here, so we don't have to deal with ice and snow. yeah, puts a little damper on travel, so we'll see. We'll see how that goes, but I am glad that you're here. This is the time of year that everybody comes and visits. February is a massive, massive time to be in Arizona. In March, we've got spring training games going, we've got...   Waste Management Open, we've got, oh my gosh, every weekend there's a taco festival or something going on. So this is the prime time to be in Arizona. If you wanna come visit, tell us that you're coming and we'll be happy to give you some suggestions. Kristy, we talk about these a lot and I'm excited because I know you actually thrive in this world a ton. You make decisions based on these. are phenomenal at projections.   four practices and the world of KPIs, which you guys, for those of you who don't know, key performance indicators, those are the indicators within your practice that tell you how you're performing. I had years and years and years ago now, like way too long to even count, I had a manager one time and she said, Tiff, I want you to start joining the KPI meetings on Thursdays with the CPA doc and I. And I said, okay. And then I ran over to my computer and I was like, Google, what is KPI? What does KPI mean? I was like, I'll be there.   That sounds great. This is like growth for me. You're putting me in. I was like, yep, I'll be there. And then I was like, what does this mean? So if you don't know what it means, you're not using them, you are not alone. I had to Google that once upon a time. And that was before Chat GPT. I feel like I would have been so much better off if I had that to break it down for me. But alas, here we are. And Kristy, I love KPIs. I love black and white decision making. I love any opportunity we have that we can remove some emotion.   from a decision, especially in the dental industry. We have a lot of emotions in the dental industry and being able to remove those and say that yes or no something is or isn't working. And my favorite piece of that is when we do that, Kristy, I think it gives us the opportunity to tackle the system and not make it personal about the person. Like it might not be that you suck.   it's that the system's not working or we're not using it correctly. And if that's the case, I'm fine. We start using it correctly or we alter it. But I think, Kristy, it makes me feel a lot better about accountability and about KPIs and just about leading teams when it's less about a feeling and a person and more about the system. So I'm excited. Kristy, tell me, why do you love KPIs?   The Dental A Team (03:41) Yeah, for the same reason, Tip, because so many times we see people focused on the wrong thing. And when you really dial into the metrics, they start to tell a story, right? And sometimes even metrics can look a little bit deceiving, but that's why I like to say the numbers start to tell a story. And then we get to dig into it and figure out the story. So, you know, just in saying that, I think if I wasn't doing what I was doing, I would be some kind of detective. And I mean,   The Dental A Team (04:09) I think   you would too.   The Dental A Team (04:10) Maybe that's why it's so exciting for me, but like, and it's truth, right? The numbers don't lie. And so a lot of times we have misperceptions on things and that's the human aspect. So to give grace on us, and I also feel like what we measure expands, it grows, right? And so if we're focused on the wrong thing, what do we get more of? And so,   The Dental A Team (04:33) Mm, true.   The Dental A Team (04:40) I just think it's the fastest way to make improvements. And it's kind of funny Tiff, because in other things we do, if we want to lift weights or we want to lose weight, what do we do? Get on the scale or we're like, we lift 50 pounds. my gosh, I added another weight. We measure it really well, but in dentistry it's like taboo. ⁓ we can't do it. Like it's so bizarre, right? But I just, again, it's the true measure. We talked about this.   The Dental A Team (05:02) I agree.   The Dental A Team (05:07) on a different podcast of winning. It truly lets us know if we're winning or losing, and maybe we'll focus on the wrong thing, right? I know you've heard it a zillion times. Doctors come on, need more new patients. I need more new patients. I need more new patients. And we look at their outstanding treatment list and it's like $3 million. And I'm like, do you really know what you mean? Right? So again, sometimes it lets us win faster because we can breathe direct and focus on   The Dental A Team (05:26) You   for sure.   The Dental A Team (05:37) what's really gonna get us there.   The Dental A Team (05:40) Yeah, I love that you said that. I love the idea of focusing on the wrong thing because I think we do that a lot. focus on the negative, right? We're like, what was our attrition rate instead of what's our new patient and our active patient count? Are those growing? Because if our new patient count and our active patient count are growing, attrition's fine. But if we're looking at attrition rate, we're like, how many are we losing? We're grasping. It's a different kind of energy and that will grow. So if you're looking at it,   you want your attrition to grow, then keep watching it. If you want your active patient count to grow, keep watching it. And if it's not growing, then you tackle the systems and assume attrition is happening. So I love that you said that because it broke it down, I hope for everyone, a little bit differently there. And our podcast today is How KPIs Drive a Practice. And I think in that simple statement and those two minutes you were just talking, you just broke it down, like verbatim on how it drives a practice because   what you focus on will grow no matter what. you're right, it's so everything in our life, we count everything. Like it's just human nature to count and track everything we do. We track our money, we track our expenses, we track our weights, we track our weight, we track everything that we do, we track our gas mileage. know, my sister's always like, ah, I got 16 gallons or whatever. I need to go get the best gas price. And I'm like, girl, I don't.   I don't know what she's like, what is your car get? I'm like, I have no idea. But there's, know, she's tracking that. But like, then we go into a dental office, it's like, don't talk numbers. Don't talk numbers. Don't track it. Because that's going to make somebody feel bad. It's like, no, we're going to track it. We're going to see that we're winning. And we're going to feel really, really good. Like my sister, sometimes she comes home and she's like, ah, I guess mileage was down. Sometimes she comes home and she's like, guess what? Simple. But that's how simple it can be.   doesn't have to be astronomical, but those small wins add up to something astronomical. And I have had so many clients that, I've had clients that have purchased practices, they're like, all right, when are we starting marketing? I'm like, well, what do you mean? You've got, like, what's your patient count? What's your active patient count? And then what's the total patient count of that practice? Because you have, every patient right now is a new patient. Starting marketing,   is a wild use of your money. Let's internal market, let's get your exams better. There's so many different avenues that we think are just the norm, so we jump on board with them. But then when we pull and extract those actual KPIs, we can find the root of what we need and the root of any problems that there might be, any systems that need to be revamped. So I love that, because that's how you're driving success, by watching the KPIs.   Kristy, and you've got, I hope everyone knows, I don't say it every time, but Kristy's done so much in her dental career and held so many titles and she's consulted for far longer than she's even been a presence here at the Dental A Team. We're so grateful for her. Kristy, in all of your experience, what do you feel are the easiest KPIs to start tracking if we're not tracking any? And then what are the most valuable KPIs maybe that people don't think of?   The Dental A Team (08:53) Ooh, that's deep. Obviously, I think we have to look at it as like two different forks in the road, right? Because so many times we hear the practic

This episode is all about the power of a phone call, and how you can maximize it. Kiera goes into the formula for phone call success, and how it will boost your patients' interactions with 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 gosh, I decided to shake up the background and hang out in my house and have you come hang out with me. And so if you're watching this, welcome. This is the studio. This is where I live. This is where I hang out and just trying a couple different things. I really obsessed about making this podcast a space where you feel like you're hanging out with me in my living room. And we're just sitting here.   chatting shop, we're sitting here talking about all things dentistry. And today I wanted to just go through a quick episode with you guys of how we can improve our conversion rates. So there's a couple quick levers of how we can improve our calls, our being able to get our forms and documents and being able to do this without spending more time because that's something that we all wanna do. And so ⁓ I think it's a lot of times like how can we convert our calls better? How can we get things done a little bit more efficiently? Do we do AI? Do we not do AI? And so.   I really feel like just small improvements. You guys know on Dental A team, I'm obsessed about small little improvements done to create efficiencies. I remember I was in a practice and they said, ⁓ okay, Kiera, like come on in, we wanna see you. And I went in and we were able to add about 13,000 to their practice. And they were like, Kiera, what did you do? I'm like, what did I do? It was just very simple, easy things. was, ⁓ we had patients stop at the front desk and start making their payments so we were able to make our collections higher.   We had them doing a handoff to their team of what were the next steps. So that way the patient felt confident of what they were doing next. ⁓ and we just scheduled patients. We assumed the yes. And those are not hard things. Those are not sexy things. Those things are just things that are going to help you guys tremendously. And so today it's like, let's figure out how we can convert a few more things. So. Dental A Team is truly a company where I believe that growing and having sustainable growth comes from optimizing before we spend more. And I know that it feels so.   Alluring and something that I want to do is I want to spend more and I want to get the magic pill and the reality is that you can probably get the exact same results with minimal effort if we just optimize a little things and so figuring out how we can catch more missed calls or how we can convert more new patients or figuring out how we can get more patients to say yes to treatment is something that's really really fun   A Team's podcast is tactical, practical, implementable. That's how we operate. That's how we like to consult. And I love working with practices. I love being able to see you guys ⁓ in your offices, being able to do things, ⁓ being able to just live your best life. Life is our passion. Dentistry is our platform. So, all right, you guys ready to dig in? Because I'm ready to dig in. The number one thing is, let's talk about our phone calls and optimizing our phone calls.   because that is our number one zone. And I think it's crazy how much we spend on marketing to get these new patients and how much we work on having a great patient experience. And then we have our newest trained person that knows nothing about our practice answering our most important phone calls. And so things on this are like when we miss phone calls or we don't handle a phone call correctly, those are little lost opportunities. And this isn't to rag on our front office team. We're busy. You guys, I've sat in the front office. I prioritize the patient in front of me over the phone. And so what are some little things that we can do?   And there are softwares. There's like patient prism and they're like, I pretty sure with weave, they have them where we can actually track and monitor and see our, ⁓ our phone calls and see how we're doing. But we want to just help our front office team. Like it is crazy. Jason, husband told me, ⁓ he was like, yeah, I, Kiera, if you don't like what someone tells you at a practice, just wait, call back and you'll get someone else and you'll get a different answer. And I think about that in practices and how often are we possibly doing this? How often is our practice maybe.   doing it where we actually are having Susie follow protocol and Sarah isn't and therefore Susie is undercut, but Sarah was trying to do what's right. They're both trying to do what's right. So this is where we're at front office teams. Let's make sure we're all saying the same thing. So no matter if they get Sarah or Susie or Kiera or Jason or John, every single one of them is the exact same. And this is going to help. So number one, we need to have actually in the front office team, especially usually there's quite a few of them. We need to make sure that one person   is dedicated to like first on phone, second on phone, third on phones. So everybody knows like, hey, what is the ring, the ring place? Now, if you're a really large practices, sometimes they put it in a call center. All those are totally fine, but we need to make sure that every single person is actually optimizing our phone calls. And so it is a, you can even get a phone tree where we optimize new patients. We have a line for billing questions. So that way we can actually know which phone call should I prioritize and know exactly this is a new patient phone call. Now, when we,   When we answer the phone, I actually put mirrors in front of a lot of our team members. We want them to smile. We want the patient to feel the energy on the other side of it. We want them to feel like they chose the best place. And I actually feel this is one of the greatest ways to optimize is if you just give your patients a little bit different experience on the phone of like, we are so excited to have you call us versus we are annoyed that you bothered us in the middle of our day. That tone and intonation is going to help patients say yes or no a lot more to you.   I remember, and I shared this example a few years ago, I was trying to find a PT and I called around to a bunch of different locations and I literally chose the place based on how they answered the phone. And I think I truly believe in today's world of AI and automations that what is going to become the number one differentiator more than cost, more than anything else is kindness. Kindness and customer service is going to be what far outshines most everything else because it's becoming a trait. ⁓   People are grumpy, people have the COVID cranks still, people are annoyed. I walk into stores and like, we're closing in 30 minutes. I'm like, fantastic, I'll just shop on Amazon. They don't yell at me. This is where I think we need to recognize our society and people want to be loved. We are human beings, we are human connections. And so really being able to give that. it is about, let's answer the phone. Let's have our intonations and our tone and that big smile.   And then let's make sure that we're following protocols. So how we block schedule, how we schedule patients, how we handle a new patient phone call. New patient phone calls are great to optimize. It is a, like we take control of it instead of saying, you have insurance? It's amazing. How did you hear about us? Let's change that tone and that vibe. So that way they feel like, my gosh, like I heard about you on Google. We absolutely love our patients. Like our Google reviews are what we're so proud of. And we strive to make sure that you as a patient coming in.   are going to be able to leave us those same reviews because you have the best experience with the best dentist. I'm Kiera, it's so nice to meet you. Let's get you all ready and set up for your appointment. What are we looking for? we coming in like when was the last time we saw the dentist? I want to make sure I set you up for the right type of appointment. We just take a few minutes to be human. A new patient phone call can literally be done in five minutes and make them feel human. It's taking control of the conversation initially. It is saying.   Hi, how did you hear about us? I'm Kiera, welcome to our practice. I know you're absolutely going to love it here. Let's get a couple of information. Let me start with your name, your phone number in case we ever get disconnected. I'm gonna make sure I get you so taken care of and we truly cannot wait to welcome you into our practice. ⁓ And then we go through, if they have insurance, fantastic. If they don't, if they're on an insurance plan that we don't take, that's fine guys. These people can still come. want you to, I'm gonna drill this down so hard on optimization of our phone calls. ⁓   Just because a patient doesn't have insurance, we are not going to let $1,000 dictate if this person comes to see us or not. You guys, $1,000, I know that not all insurances are 1,000, but that's usually about the max, but they pay so much more than that. And this is about a long-term relationship rather than a short-term transaction. I'm going to say that again, our new patients, it is about a long-term relationship rather than a short-term transaction. And if we can remind them of this is the greatest place, you're so welcome to be here. You're so like, we are so happy to have you here.   People choose that all day long. People want to know they're on a winning team. So how can we make them feel like they made the absolute best choice by choosing our practice? And I want you to audit phone calls. So for the next couple of days, I would like, and we actually track, we have trackers where it's like, let's get our new

Re-releasing a DAT listener favorite! News flash: Setting goals for yourself isn't selfish! In fact, Kiera encourages you to set personal, then professional goals. In this episode, she talks about why it's important to think about yourself a bit more, why taking personal time helps you AND your team, and the best way to actually set those goals. Say the things you want to have; be clear about the life you want. 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.   The Dental A Team (00:31) You guys, I hope today's an awesome day for you. I hope you're doing something great for you. Hope you're loving on your teams, giving them compliments, telling them how great they're doing, being very specific and intentional. And I hope you are just remembering that you are working in the best profession, in my opinion, that you could ever, ever, ever ask for. That's right. I believe that dentistry is the greatest profession any of us could ever work in. And I feel truly blessed and honored that we get to work and serve and   Give back to a community that I am obsessed with. So with that said, guys, please be sure to leave us a review if you have not done so. Yes, I'm talking to you. I don't know your name, but I'm talking to you. Please go leave us a review. I know you've been a podcast listener for so long. Please help us out. Help us grow our podcast and serve and give to to more people. Guys, it's very simple.   Whatever device you're listening to you scroll down to the bottom. There's a spot where you can either write an actual review or just leave the star rating. So please help us out. Keeping us at that five stars and giving back has been really, really beneficial. And then we're able to rank higher on the dental. When people search for dental podcasts, we're able to rank higher and help and serve more people. With that said guys, I want to talk about why as teams and owners, it's important for you to set goals for you.   That's right. I think oftentimes we get so obsessed with setting goals for our practice that we forget that it's okay to set goals for the life that we want to have, for the life and the practice that we want to have. Not the one that we think we should have, but the one we genuinely want to have. What happens with that is so often I was actually just talking to a doctor and he said, you know, I really, really, really want to have where I only work three days a week.   but I'm concerned that that's going to impact the team's goals of being able to grow and produce more since I'm such a strong producer. Okay. Number one, kudos to this doctor for loving on his team so much that he wanted to make sure his team was successful. Also with that  said, I have found that when you are setting goals for yourself personally, you're much happier and you want to work harder. And also docs, if you just tell us what your goal is, we as team members get to become insanely. Yep. You got it.   innovative. So we get to come up with it like this office. The office manager said, Hey, that's fine if you want to do this, because guess what? That gives us an opportunity to come up with different ways to change our insurances, to look for ways making sure that we have our fees exactly where they actually should be. It's going to eliminate patients who don't want to be paying for the services that we're offering. I love that this office manager took it on as a challenge.   of how she could actually reach the goals that the practice is set while also reaching the goals that the doctor had for themselves. So for you guys, it's really that thought process of how can we actually achieve the goals that we want? Want? Yes, I said it, want. I want you to achieve the goals that you want. ⁓ And so with that said, making sure that you're setting goals for you. Now, sometimes I think that we feel selfish. We feel like, well, who am I to deserve this?   But the answer is you're a person. You're a person of worth. You're a person who actually deserves to have the life you want if you want to have it. Or you can sit in a victim mentality and say, well, this is just the life it's going to be and I have to do this and I have to do that. Well, fantastic. You're welcome to stay in that mindset, but that's actually not true. You don't have to do anything. You get to choose the state of life you live in. You get to choose the state of being that you come to work every day in.   You get to choose those things. Those are things that you have full control over. You also get to determine the goals that your practice sets together. Doesn't mean you'll necessarily reach them, but guess what? You get to set that. You do. You do. And so because of that, make sure that you actually are setting goals that you want to achieve. And don't worry about being selfish. We often have these stories in our head that aren't real. Guys, if you're a doctor who only wants to work two days a week,   Please just say that. Say that because that way we can actually work and create something. We could hire an associate. We could do a lot of different things for you. We just need to know what you actually want. So I recommend setting three personal goals and three professional goals. Yes, tis the season guys for goal setting. I'm obsessed with it. I was just talking with my younger sister and she said, Kiera, I don't know how you have so much passion for setting goals. So if you feel that way too, that's okay.   ⁓ but my little sister also told me a few days later, said, Kiera, you ignite thoughts in my mind. You make me think of, should start setting goals. I want to set goals. What am I doing? And she said, so by you saying this, you're actually giving back on such a greater level because she said for me, I don't think like that, but you do. And so if I can actually benefit from listening to you and hearing your passion, I'm then able to set and create goals as well. When that's something that I just don't even think about often.   And I loved that. So I thought, okay, let's talk about this, but really getting into the nitty gritty of being okay, setting personal goals ⁓ of what you really want. So number one, I set three personal and three professional goals every single year at a minimum. This last year I had five of the five, I hit four of the five. The only one I didn't have hit was having a baby. ⁓ we can't get pregnant guys. And it's so irritating to me, but I probably shouldn't have set a goal around something I really don't have full control over.   So, ⁓ but beyond that, I did hit all the goals that we have and it's actually pushing us to go and start on a journey of IVF. If any of you have tips on that, please email me personally guys, it's not professional. Hello@TheDentalATeam.com. I'm super excited. That's our 2022 journey. ⁓ The bottom line is setting those goals. So because I had a goal of having a baby last year, guys, and even though I didn't,   ⁓ It forced me to think of the company differently. It forced me to have our entire company work on getting our SOP manual done, of having people learn to run the business so it wasn't completely dependent on me, of getting it more internal and having a team that could do this for me versus it being dependent on me all the time. It was one of the best goals that I set because it forced the company to innovate, create, and go into a different realm than it's ever been before. So that's why it's a paramount, guys.   I hope I'm like drilling this into you to set goals that you actually want. Now, what do you do if you don't know what you   Well, let's just go do a dream session. All right. Let's have you go just dream and imagine of anything and everything you've ever kind of even wanted. I'm talking like silly things. Like I've wanted to have a home cooked meal every day. Like silly things.   Because what it will do is it will start to generate. an activity that I did that you guys can try is I'm going to give you three minutes, one sheet of paper, only one sided. Yes, you heard right. One sided. You can't write on the backside, only the front side. It has to be at eight and a half by eleven. I can see you guys getting huge poster boards, you overachievers. You got three minutes. You can even do it faster. Do it on two minutes. Set that timer for two minutes. Anything that's written on this paper, you will achieve.   If it's not written on this paper, you will not get it for the rest of your life. Yeah, I just made that real serious. The rest of your life. Okay. So it's forcing you to think, I will only get these things if they're written on this piece of paper and I have two minutes to write down what I actually want in life. I don't care if they are materialistic. I don't care if they're relationship. I don't care what the heck they are, but you have two minutes and you get nothing else on this list for the rest of your life.   That's a really good way to get you guys to think about what you actually want in your life. Okay, try it out. Then after that, go around and write one three or 10 years next to this. What is it going to be? Are you going to achieve this in one year, three year, five year, 10 year? Because some of those goals might take a little longer to achieve, but that's a great way to really see wha

A practice won't truly thrive until its team members are aligned and attached to your company's purpose. Tiff and Kristy go into what it takes to gain collective buy-in from those who keep your practice humming, including being reminded of fundamental desires, embracing vulnerability, understanding motivators, and a ton 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'm so excited for you to be here today. You know, I'm   always excited. I love podcasting. I have loved doing this over the course of all of the years that Kiera and I have been putting these out. They are so much fun. It is so cool to reach you guys and it is amazing to get the time in with our consultants. And I'm bringing her live to you, well not live, I guess. It's live for me. It's recorded for you. But I'm bringing her all this month for you because...   We just busted them out in one day, if I'm honest with you, Kristy. Thank you for being here. Thank you for blocking your afternoon for podcasting with me. And I'm excited for this topic. How are you and how excited are you for this topic?   The Dental A Team (00:41) Excited and I'm doing well. It's not 49 degrees in the morning. It's actually 71 here Oh 72 now, so know that's a little chilly to us, but I'm excited the sun's shining and We get our time together. So I'm excited   The Dental A Team (00:49) ⁓   That's fair. I love walks and I was doing morning walks until like mid December and I was like, I can't, I don't know if it's because I'm an Arizona girl or if it's because I have, you know, thyroid stuff and Hashimoto's, but that chill, as soon as it hits my body, I'm done for. You don't want to be around me. You don't want to know me. And so I have not been going outside in the morning nor later in the evening because that Arizona desert does something   different when that sun goes down. So very happy to hear 71. Those are my, I really, think my sweet spot is like 73 to 76. That's my ideal. So if we can find a place that's always 73 to 76, I say we jet. That's where we're going. We just stay there.   So I love this topic today because, I mean, I love every topic we go through, because you tend to really spin it for me and make everything fun. ⁓ But I love the emotional side of life and the buy-in side, and today really talking about how to get teams bought into your big why. And I like that because I love purpose. I like everyone to have a purpose. And I think when a practice owner   knows what they're after, they have their purpose, it allows the team to then see their purpose within that that why within the owner's purpose. And we actually talked about this a little bit. Now that I say that, it's like I've repeated that we talked about this at the Mastermind in September. And it was actually fun. Anyone who was there will hopefully remember maybe recap will remind you. But Kira was talking we were talking about   writing their why's like what are they doing? What's their purpose? And Kiera spoke about hers and it was really really emotional because Kiera and I get emotional   it was fun to see for her how her   purpose and her why came to life when she spoke about it because I think it morphed a little bit as she was saying it but then it was really fun because she was able to see how my purpose   is fulfilled within her purpose in that I think for owners, it's scary to think that your team has a drive or a why or a want, and it can feel like everyone wants to be an entrepreneur. And if they have their own thing, they're gonna leave. And some of them will, that will happen. I've seen, I had a practice.   The Dental A Team (03:34) Hmm.   The Dental A Team (03:39) She was there in September. She'll remember, she'll know exactly what I'm talking about. I had a practice, I went, we did a stellar meeting. ⁓ it was so much fun. So much fun. She has the best practice, she has the best why. She's just an incredible human. Two days later, ⁓ she had a team member quit because she wanted to open up her own business and she wanted to do hair. And the inspiration from talking about why's and talking about what are we doing with our lives.   prompted her to quit and start a hair salon. She just, I was like, I am sorry and not sorry at the same time. So it can happen. And I think that's the fear for a lot of people. But watching Kira open up and then watching Kira get so emotional over how my why and my purpose is fulfilled within what I do, within my position.   The Dental A Team (04:15) Yeah.   The Dental A Team (04:33) it was like something morphed and changed for her and we all got to see it as like this butterfly effect. But I say that because I can't, I can have my own purpose and my own why, we all do. But when you can see how it aligns with the company that you're working with and how you can serve your purpose and your why within the job that you're in, that's really cool. And I think Kristy, for me at least,   personally as a team member, that helps keep me tethered to the job. Because if I don't know what the why is, where we're going, what are we growing for, why are we tracking these numbers, like what's the big deal, and I just wanna help people, I'm gonna move on until I find my place. And the find your place is being in alignment and being attached to the purpose that your company is serving and driving.   And that was a really long-winded way of introducing the topic. But I thought as soon as I said those things, I was like, oh my gosh, the September event. And so I hope all the doctors listening who were at the September event remember, because it was a really magical time for Dental A Team. And for those of you coming to future events, just buckle up, because there's always something really cool attached. But Kristy, passing the mic over to you, what are your thoughts? And really gaining team member buy-in, what do you?   What did I prompt for you in all of those words I just spewed?   The Dental A Team (06:02) Yeah. Yeah, and   all those words.   Tiff,   I know we were talking numbers earlier, so hopefully they were listening to that too, but the numbers are our gauge, but the buy-in has to be emotional. It's gotta be vulnerable and it's gotta go back to why you do what you do. Like, why'd you get into dentistry? And doctors why maybe, I mean, you said it, doctors why may be different than team members, but.   I venture to say almost every one of us that got into dentistry have some sort of passion for caring, you know? And we gotta get back to the root of that. And we even talked about ⁓ finances and getting to the emotional why. It's no different. If you want our teams to be bought in, you've gotta get to your emotional why. And you doctors have to be the North Star in that.   You can have leadership teams, right? But they've got to be very clear on the why. And it doesn't mean that our direction won't change, because it could change. But that intentional, why do you do what you do? Why do you wake up and get out of bed? We have to identify that.   The Dental A Team (07:17) I love that. You're spot on. And something shifts and changes, I think, for a person when they key in on that. And it's not just going with the motions. We can go through the motions in life very easily. And I think you finish high school and you go to undergrad and you go to school and you go to whatever. You go through dental school. You become a dentist. You do the thing and then you buy the practice. And it's like you get there and you're like, why did I do all that?   Right? They forget. They forget why they did the thing. And I listened to a Simon Sinek thing not too long ago. Well, you know, I love listening to him, his speeches. But one thing that he's been able to key in on for purpose is going back to your high school self. Because in high school really is when we decided what we wanted to do and we tagged it to a work.   like to a physical thing, like what is the job we're going to hold? But somewhere in there, our high school self wanted to serve a purpose and we attached the job to that purpose. So if we can kind of think back to our high school self and really think what did we love? What inspired us? What did we like doing? Where did we feel the most fulfilled and satisfied at that age?   that helps figure out what it was that you're intending to do in life. What is that purpose? Because the purpose isn't, this might rock a few of you, the purpose isn't to do the best dentistry in Kentucky and have smiles that last forever. That's not why you're here. You were not put on this earth to.   Do fillings you might be doing fillings, but that's the actionable piece. That's the what? but what's the why and We actually Kristy shared this recently with a client and Really like I feel like this kind of work on your purpose your your emotionally driven purpose is What can? re-inspire dentists   who might feel like they don't know what they're doing anymore. Why am I even here? Why did I become a dentist? Or teams that are like, what are we doing? Why are we pushing? What are we even after? But that emotionally driven why you can see where in your purpose, the what that you're doing, the job that you're doing, might be satisfying and fulfilling that space.   The Dental A Team (10:05) Wow, that was big. And yeah, you're absolutely right. We just went through this exercise and when you start feeling burnt out, it's great time to go back and revisit that why to reignite that fire and remember why you're doing it because you are going to go through the ebb and flow and the hard times to get there. But when you can let that be your burning desire in your gut, the rest of it's going to fall back into place. Yeah.   The Dental A Team (10:33) Yeah, yeah.   Thank you. I love all of this work. It's part of like who I am as a human is to help people figure out the inspiration

Re-releasing a DAT listener favorite! Dr. Dave Moghadam joins Kiera to discuss getting your hygiene team on the same page and at the same point of understanding. He shares his approach, and goes deeper into the following: Gather all information and establish a flow of procedure Hold a longer meeting for your hygiene team to review and add their own ideas Allow a period of follow-up for questions Transition into monthly or quarterly meetings to continually update Dr. Moghadam utilized the Dental A-Team's hygiene course to help him come up with this approach to calibrate his hygienist team. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: speaker-0 (00:05) Hey everyone, welcome to the Dental A Team podcast. I'm your host, Kiera Dent, and I have this crazy idea that maybe I could combine a doctor and a team member's perspective, because let's face it, dentistry can be a challenging profession with those two perspectives. I've been a dental assistant, treatment coordinator, scheduler, filler, office manager, regional manager, practice owner, and I have a team of traveling consultants where we have traveled to over 165 different offices coaching teams. Yep, we don't just understand you, we are you.   Our mission is to positively impact the world of dental. And I believe that this podcast is the greatest way I can help elevate teams, grow VIP experiences, reduce stress, and create A-Teams. Welcome to the Dental A Team Podcast.   Hello Dental A Team listeners. This is Kiera. And you guys, I am so excited to bring back on one of my favorite guests, one of your favorite guests, somebody who is in the real life with you guys. He is a practicing dentist, rocks our office. I've known him for quite a while. And he's a man that creates systems, implements and executes. And today I'm jazzed to bring him back on. Dr. Dave Moghadam, how are you today?   speaker-1 (01:13) Wonderful, Kiera. Thanks for having me back. appreciate it. It's gonna be a blast as always.   speaker-0 (01:17) It's   gonna be great if you guys have not heard his other ones we've talked about we've gone from acquiring practices Bringing on associate doctors. We've talked about team quarterly calibrations and now we're gonna dive into something that you started I actually think you started it maybe COVID maybe you're doing it pre-covid ⁓ But but it's going to be diving into hygiene calibration, which I think is so relevant. I mean right now hi, Janice are like more Harder to find than unicorns in my opinion. They're like real real tricky   But we just know that they're real. I think it's a great time actually to bring this in. So Dave, kind of walk us through, like I said, you're practicing, Dennis, this is your real life. This is what you're doing really in your practice, which is why I love having on the podcast. So kind of take us away on this hygiene calibration, how you even got the idea for it, what spurred that. I'd love to hear.   speaker-1 (02:08) Yeah, so I think as far as like, how did this come about? What was the situation? Everything like that. Some of the key things that were happening were I had focused a lot on a lot of the rest of the practice, like a lot on systemize this, do this, let's grow and everything else was just really just taking off. But the one thing year after year after year that was kind of like fairly consistent, not really like, my God, really, you know, growing was the hygiene department.   So I started to look into things of, how can we just improve? And I always feel like if we improve some of the other basic stuff, the numbers fall. So I think a lot of the things that I was ⁓ looking to do was just getting some consistency, make sure everybody's on the same page. At that point, had gotten, yeah, this was about two years ago. So we had just gotten a new hygienist to join our team who's been with us ⁓ since then.   We had another hygienist who was only there a day a week at that time. So it was kind of a little difficult to try and get everything all buttoned up. the way I went about it was one, I first took the big chunk of what we had in our operations manual, such as protocols, expectations, standards, record keeping, all that stuff. And then the other thing is I   contacted you and I said, Hey, what do you have for this? Because we're all going to be on our butts for a while when the world closed down for a little bit. we went through the hygiene course. I took some, some pearls from there. tried to organize things a little bit more. Uh, we did a little bit of coaching with, Tiffany as well, uh, virtually then. So we basically, the, outline for this, you know, it was basically protocols standards, you know, what   ⁓ record keeping, know, what if you encounter some hiccups with patients, you know, as far as, know, those types of situations, ⁓ you know, what's the appointment flow like, what's the communication, like what are the key points that we want to hit on, ⁓ teeing up the doctor, pre-teeing up the doctor, which I'll get into in a little bit. ⁓ And then, you know, a lot of this is kind of reviewing our, basically chunking out our routes.   is very detailed and that kind of like highlights a lot of this stuff. And then we get into you know some basis of treatment planning, incorporating some bundles which is a concept that you guys helped us you know incorporate and bring in, and then just talking about some of the other basic stuff like how do we talk about fluoride, you know why is it important to ask for referrals, and then you know financial discussions which basically means just don't have the financial.   speaker-0 (04:56) Right. Yes, I love it. Well, and I love it. Something I wanted to point out is I feel like there's actually a ton of opportunities all around us. It's just, we willing to see them and then actually execute on them? So you saw COVID as a time we're all hanging out. We've got nothing to do. This is the area that I haven't spent any time on. So like, let's make this rock solid. And I think there's so many opportunities like that. Hopefully not another pandemic shutdown, but there.   all around us all the time. So Dave, let's actually deep dive if you don't mind on a lot of these topics. I know that's kind what we came today for just so people get an idea of how you calibrated your hygiene team on this. Like you gave the resources. Yes guys, if you want to get our hygiene course, we're constantly updating it. It's getting ready to move to all videos. Once you purchase the course, you have it for life. definitely   speaker-1 (05:43) You're kidding, right? I wonder who gave that suggestion.   speaker-0 (05:46) That was Dave, which is great because I came in with steal of a deal and said like give me honest feedback and then I felt bad your team was going through as we were rampantly   speaker-1 (05:56) That's really going to button it up. ⁓   speaker-0 (05:59) Good   good. So we're working on videos working on audio, but we're constantly updating and innovating it and asking for your guys's feedback So if that's helpful for you fantastic, like Dave said we did do virtual calls with his hygiene team very spot specific but kind of like walk us down through this Of like what exactly does this calibration look like you listed those items kind of deep dive with us on it. Yeah   speaker-1 (06:19) Yeah,   that was just a lot of verbal diarrhea there. I just kind of threw it out there. So we'll break it down. We'll go section by section. Yeah. is what happens. So basically, as far as protocols and standards and things like that, I mean, that's just kind of the basics of what are we expected to do. It's kind of like if you think of onboarding, it's repetitive. It's a review. But kind of like, what do you expect to do in the morning, during the appointment, at the end of the day, kind of going through, making sure everybody knows what the   all that looks like, making sure that they're very clear on like what's expected for the end of day sheets that, you know, that they take pictures of and turn in every day, all that stuff. You know, record keeping, you know, how often are we doing, you know, probing, how often are we taking x-rays, you know, what kind of photos do we expect? And then as far as like pickups that relate to that, I mean, we, I think of it in a positive way, half our patient base is 60 and a   I love it. It's a really a wonderful type of practice, but in over the past five years of, ⁓ know, initially early on transitioning and taking over a practice like that, and then taking in other practices like that, we get a lot of stuff where people think that the X-ray head is gonna melt their faces. And, you know, because of that, it's kind of like, well, let's figure out a way, what's gonna be our kind of standardized way of how we're gonna address these concerns.   What are we going to go ahead and do? So we like a little pamphlet basically that shows some examples of things, why we take x-rays, what could be missed, all that stuff. Very simple, very straightforward. Has a little chart that we just kind of found somewhere on Google about radiation, the mouse, like that. And they kind of have their set kind of like, hey, we go through all that stuff. And if it kind of becomes a push versus shove moment, they have to come grab me, which I don't really love, but it is what it is.   And then we kind of go from there. So that's not to get sidetracked, but that's kind of, you know, one of those things. Like when we have situations where things may not necessarily go smoothly, it doesn't matter what the actual answer is. Everybody just has to know it.   speaker-0 (08:23) Right, right. No, I love that. And I was going to say, Dave, based on our last podcast we did, you know, they've to come get you maybe throw that into your calibration role play. What do we say to these patients? ⁓ But I really do.   speaker-1 (08:36)

Do you want your patients to feel confident and cared for and to become raving fans about your practice? Kiera takes listeners through specific steps to help practices refine what their patients go through upon entering to exiting your office. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Dental A Team listeners. This is Kiera. And today I'm excited for a quick tactical practical tip for you guys that I just think is magical. And I'll start with like a story about it to kind of kick us off. ⁓ Jason and I, we just recently went to Ruth's Chris. We decided we were gonna do a day date and Jason and I, went to the spa. I convinced him to go to the spa. He's not like obsessed about it, but really loved in like the hot tub room that they actually turned on a football game for him. So.   I don't know how the spa gods were on my side that day, but they definitely were. And then we decided to go to Ruth's Chris. And if you guys are familiar with Ruth's Chris, ⁓ it's ⁓ an amazing steakhouse. And ⁓ I noticed when we went in there, there was just a different vibe. And I've been very obsessive about high-end restaurants, reading the book, Unreasonable Hospitality. I think I'm more aware of it. If you guys haven't read that book, I definitely recommend putting that on your book wish list. And what was interesting is,   When we came in, they said, hi, Mr. and Mrs. Dent, great to see you. And they took us back to our table and the waitress was so kind to us. And she said, here's this information. What information do you guys need? There were seat spot for us. The busser came through and was like, we really love working with people like you. You guys just make our life so much easier. They're like, here, let's just box this up for you. You made great choices for you. They had all of our stuff boxed for us. The presentation was beautiful.   They didn't come by and they weren't annoying to us, but they were so genuine to us. And then as we were leaving, they said, thank you, Mr. and Mrs. Dent. And they knew all about us. Okay. So that was one experience. Another experience has been Jason and I were in Bali and we went to the four seasons and I remember if you've been to Bali, you'll understand. Jason and I both got Bali belly. And if you haven't heard mine was, I got it on our flight home. I've never in all my years of flying, knock on wood, I've never once thrown up ever on a plane.   Mine is my flight home that was a nice nine hour flight from Taiwan to San Francisco. And I threw up and had diarrhea the entire freaking time of that flight. I had thrown up about 13 times in two hours and I figured out, if I can make a system for this, like it was hold the vomit bag, go to the bathroom and brush my teeth all at the same time. I realized you can create a system for anything. So that's a little bit beside the point. So I'm here to tell you about great experiences. But at the four seasons, they were top notch. They had an app. They would text us.   When I asked them like, hey, you guys have any medicine? They're like, ⁓ we don't have medicine. Here's the pharmacy. We can get it for you. We'll have it to your room. They had it to our room for us. They brought different things for us because they knew that we were sick. They had a turndown service for us. They paid attention to our likes. Our wants, made sure everything was done every single night for us. It was one of the most incredible experiences. And I think about it, like people are like, Kiera, you traveled all over the world. You've gone to Antarctica. You go to these places. And I'm like, Bali, even though I threw up for eight hours on my flight home.   Bollywood one of my most amazing experiences and I'm like, what was it? Like it was how I felt at Four Seasons. It was how I felt of everybody was so happy for us to be there. They were so grateful for us to be there. People would say hello to us. They knew our names as we walked through. And ⁓ I've just been paying attention to like Ruth's Chris was recent. The Four Seasons was another one. And then I think about other experiences that maybe weren't as great. I think about...   Hotels Jason and I we flew home. We missed a flight coming home from an international flight So we had to snag a hotel the only hotel available for us was a hotel I will not say But it was we'll just say a budget-friendly hotel and I remember we checked in and no one was there They weren't happy to see us. They were annoyed to see us the shuttle. I'm not joking you It was supposed to be there in 15 minutes We waited two hours to get our shuttle and they kept telling us one's on the way one's on the way. They were like you need to call this person By the time we got there our bed was dirty   The bathroom was broken. And I just thought, man, I remember that experience. I don't remember the Four Seasons experience, but which one do I want to go back to? Which one do I tell my friends about? Which one am I like, I threw up and I was so sick from Bali. You guys, would never recommend doing a cooking class internationally. I know exactly what caused our sickness. my gosh. And my stomach like to this day still hurts about it. But yeah, I loved that trip so much because of how I felt. And so that's what I want to go into today of   the patient experience in designing and creating a journey that the patient wants to be a part of and they want to rave about. And I know we've talked about this at several other times ⁓ because it's something where I remember I was at a conference once and they said, Kiera, what people remember is the beginning and the end. They don't really remember the middle. And so in dental practice, it's our beginning. It's our first phone calls and it's the end on how they leave. Yes, they might remember the middle of the procedure, but typically speaking, it's those, those two points in anything like think about a show you go to. You usually remember the beginning.   You remember the end. think about Taylor Swift and I'm like, definitely remember the countdown clock. Like I can remember that. remember everything coming out. Middle, like there was a lot going on and the ending, everybody can remember that. But, and yes, there are still things and that's not to say the middle can't be great, but we want to make sure that it is this experience that people are so obsessed with because we want to help them feel so good. And I think the dental office is such an intimate space. Dentistry is intimate. Everything that we do in dentistry is intimate. And so if we can help patients feel   a certain way and that doesn't mean we have to be perfect, but it does mean that we create a patient experience and a patient journey for them. So for me, even in Dental A Team, it should be that the patient experience, our customer experience is very intentional and not accidental. So we kind of think through it, like what do want our patients to feel? What do we want our patients to say about us? And it's also crazy because you can go look at your reviews right now and see what the patient experience is today.   what you've created maybe not intentionally or intentionally. Just go read it. What is it? For us at Dental A Team, I want people to feel like it's fun. I want it to feel like it's easy. I want people to feel like, my gosh, like they understood me, that they're thinking ahead of where I'm at, that they can guide us and that we are non-judgmental and that you and your team are gonna rise to the next level. Go read our reviews. That's what it is. But that's by intentionality and design. That's our core values. That's what we talk about constantly. It's how we onboard our consultants.   It's how we refine. how we take feedback from clients of if they're not getting it, how can we make this process easier? How can we make it easier for our consultants? How can we give better education? Like what can we do because that's the experience we want them to have. And so, ⁓ this is going to be an episode. If you really want patients to feel like super confident and cared for and to become raving fans for you to where they love the dentist, you have an opportunity to change how people feel about going to the dentist. And I think it's an amazing opportunity if you choose to do it. So   Number one is like, let's think about first impression. Remember, like it's the it's the end caps. And I think if we can even just design those two really, really intentionally, like four seasons and Roos Chris, did you notice in both of those? And this is not on purpose. I just sharing the story. I talked about my entrance and my exit at Bali. We were freaking sick on that last day. And I remember that the most more than anything. Yes, they did the turn down service and that was great. But I didn't talk about our New Year's Eve dinner that we had. I didn't talk about the waiters like none of that.   And as I think back, I'm like, yeah, that was really nice. I remember our first initial and our ending. Same thing with Ruth, Chris, how they entered us and how they exited. I talked about both of those. Go back and rewind. And that was not on purpose, but this even just proves my point that the experiences you remember are those end caps, the beginning and the end. So what is our presence? So number one is how do we answer the phone on the first new patient impression? That's going to be it. I talked about this just recently. If you haven't heard that, go back and listen, but like, how do we greet people? And are we like smiling when we answer? Are we excited or are we like,   Oh my gosh, another freaking phone call, like, hello. Right? I don't know if any of you had a mom who had a mom voice where she's like, Kiera Cherie. And I was like, hello. My mom was like, I didn't do that. I'm like, oh mom, you did. And you had the snap and you'd give me those mom eyes, right? Moms had those two voi

This episode is all about the (sometimes surprising) benefits of comprehensive financing! Kristy breaks down why putting together a FULL plan for health will help patients and your practice in the long run. 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. Thank you so much for being here. I want you to know that the Dental A Team, we truly, truly love what we do. And I wanna start this out by just thanking all of you for allowing us to be here. I know we're with you in your car or while you're getting ready in the morning or while you're falling asleep at night, I don't know, maybe in your team meeting, but we're here with you somewhere or I wouldn't be able to say this and we value and appreciate that, the consulting team specifically.   We love what we do, we love helping clients, we love helping people, we love helping practices and practice owners build a business that works for them and not them always working for the business. So I'm just super excited to be here today. I wanted to just shout out you guys, massive thank you for the support that you give us, that you continue to bring to us and just know we're here. Dental A Team is here for all of your needs and just reach out, Hello@TheDentalATeam.com anytime you need us. And I have with me today,   Kristy, Miss Kristy, I adore you. Thank you so much for being here. I said on a different podcast we recorded that we have a slew of time together today and I'm just, I love it. It is the best way to end a call week. So thank you, Kristy, for being here with me today. How are you? And I'm excited because I think you're really excited about this topic. So how are you doing, Kristy?   The Dental A Team (01:17) Yeah,   I'm doing well. I'm grateful to have time with you. We don't always get time during the week, so I'm getting some extra Tiff time and it feels good to end the week this way.   The Dental A Team (01:30) I agree. I agree. I committed recently, just so everyone knows, to being more intentional about my one-on-one time with the consultants. it really made me not just podcasting, but like actual one-on-one time. But it made me think yesterday while I was going through the schedule, kind of figuring it out, it made me think of doctors too and practices. And this is not in alignment with our, get to it, we'll get to profit in a second, but it is kind of in alignment with profit because   We tend to forget, we just get in the machine of doing and in the machine of business and we forget that there's people and that you're not the only one who's busy or stressed or what have you and that the team is counting on you, the team needs you. So my leads and my doctors, it's just like a friendly nudge, a friendly reminder that if you're feeling stressed, you probably need to open up some time in your schedule to insert some team time. And while we push our clients to do one-on-ones, I do one-on-ones every month.   with our consultants, but sometimes you just need one-on-one time that's not a one-on-one. You know what I mean? You just need connection. And that's what I call it, is I call it our connection time. So we have our one-on-ones, and then we have our connection time. And I think in office, it's a little bit easier, because you guys are side-by-side and you're talking, but still, to just have that 10, 15 minutes, it's like, hey girl, tell me how your life is. What's new? What's going on? And really connect with people.   It's my strong nudge to remind you guys to give the kudos, give the connection, and make time for the people who are there doing this with you. So, Kristy, thank you. Thank you for bringing that up. And I am thoroughly enjoying this because I've had so much Kristy time and I get time tomorrow morning. So I am really enjoying this week and it really lights my life up. So thank you. Now.   The Dental A Team (03:17) You're welcome.   I was going to tell you, I love that you say that and I truly do believe this does tie to profits. And I know in practice we're super, super busy. I like to call it, go break bread with your people. Like be intentional with the time, even if you have to combine it, go break bread, take them out, get the work done on reviewing what you need to review, but then connect as people. And I do think that that reaps rewards in your profits because   The Dental A Team (03:24) I agree.   The Dental A Team (03:47) The teams that do this are more connected and they jive together. So I do think it ties together.   The Dental A Team (03:53) I agree, thank you, I agree.   Now tell me, Kristy, we've got quick tips to increase profit, and honestly, this is a quick tip to increase profit. We'll get you a couple more, but Kristy, tell me, because I agree, I think the connection does, but what about the connection do you think it is that does help the profit? It does help people really be on the same page and same team? What is that doing for the bottom line from a numbers standpoint? Because we can see it from an emotional standpoint and the relationship, but from a numbers standpoint, what do you see?   in those practices that do go break bread together.   The Dental A Team (04:26) Yeah, I love that you say that because it's connecting as humans and also like letting us see each other in different ways. It again, we talk about this so much. We look through loops, the providers do looking for problems. So really good at being nitpicky and finding problems. And you know, maybe you have the teammate that was late three times this week. And when you actually sit down and find out   my gosh, their grandma's going through cancer and you didn't know. It just sheds things in a different light and it lets us serve each other versus when we're in that critical mindset, we pull apart. So it really does connect us together. And when we're connected together, even the person that's going through the trauma or turmoil, they feel safe in the environment and protected and lifted up by their team. So they can leave it at the door.   I know we talk about that all the time and as humans, it's almost a false thing to say, because when you're in turmoil, it just doesn't stop. But when you know people understand, it can be your freeing space for just a few minutes or a few hours while you're at work. So it creates a different understanding and it allows you to connect as a team.   The Dental A Team (05:42) Yeah, and thank you. I agree. And that in itself, I think allows you all to be on the same ⁓ wavelength, like the same page we're connected where we're able, well, we're able to ask better questions and we're more comfortable, we're more vulnerable, and we're able to say when we need help. And I think that's massive because when we can be vulnerable with each other and say, hey, I'm not, I don't know what this means. I don't know how to credential a doctor.   tell me what do you suggest? Where can I learn it? Or we're just able to speak to problems that we're having or areas we need help in. Makes it easier to ensure that we are hitting those goals, because otherwise we're kind of faking it till we make it, thinking I'm the only one with an issue and I'm the only one who's stressed out and I'm the only one sitting in this space. But when you do have that alignment and connection, it's much easier for a team to be vulnerable with each other.   And then we actually can push KPIs and we can push goals and we can create profit because we're in alignment.   The Dental A Team (06:46) Yeah, you know what's funny? I went through a HR course one time and I remember them saying the biggest thing that's going to determine a new employee staying is how well they feel received. And I like to say truly, like, that goes for all your team members. And sometimes when we get in the rut of our day to day and we see the same faces every day, we forget to take care of each other. And so taking   Like I said, it doesn't have to be fancy, but get out of your space and reconnect as a human. It's gonna reap rewards on how they serve your patients too. They're gonna show up differently for each other and patients.   The Dental A Team (07:23) Yeah. Yeah.   ⁓ that's a massive one. Yeah, you're right. You're right. I love it. Thank you, Kristy That was that was fun. I know that wasn't ⁓ what you had in mind yet, but I it. I liked it. So everyone, there's one quick tip. ⁓ I think it's quick. think it's it's easy, but it's intentional. So you have to be very intentional about your schedule and how you're going to accomplish it. So set your goal. Do the thing. Now, Kristy, I am really intrigued and excited to hear your   Quick tip on, what do we call it? Increasing profit is what we're calling this one. So your quick tip on increasing profit. What is your, what is it? I'm so excited. You guys, she just like lit up when I told her. She's like, I've got an idea. And I'm just as shocked as you all are to hear it here. We're all hearing it the first time together. Let's go, let's hear it.   The Dental A Team (08:15) You think I'm going to say AR and I'm not.   The Dental A Team (08:18) I did!   The Dental A Team (08:21) Actually, it is part of it and we'll get to it. But the one that I'm thinking about right now is get to comprehensive financing. Everybody wants to just phase out phase one and you guys are tripping over dollars to make two. Like find a solution that gets people healthy. Then you can always back up to phase one if we can't find a solution. But so many times we dive into just the first phase.   The Dental A Team (08:29) Mm.   The Dental A Team (08:48) and we tap people out and then it's not till next year. So just try something different and get permission to share all you see clinically so your TC's can present comprehensive finances.   The Dental A Team (09:05) my gosh, you did. You came in swinging with that one. Okay, thank you. That is

Kiera is joined by Alexis Gallati, founder and lead tax strategist at Cerebral Tax Advisors, to talk about tax strategy not just for 2025 success, but 2026 and beyond. They discuss asking your CPA the right questions, shifting income from your higher tax bracket down, the Augusta rule, and a ton 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 jazzed. I have an incredible guest joining us on the podcast today ⁓ to talk about last minute tax strategies before April 15th. Like why not? I mean, hey, maybe you were like, you're not the early bird. You were like, shoot, I forgot. Like what things can I do? And so I'm super excited. Alexis Gallati, she reached out to us. ⁓ She is founder and lead tax strategist at Cerebral Tax Advisors.   Ansari Real Wealth Academy. And I was so excited about this topic because I know you guys know I love to geek out about this and I have it on my vision board of tax expert ahead. Like I hate taxes. I love taxes. I believe that taxes are such a beautiful way for us to pay to be in this incredible country. But you better believe I don't want to pay a penny more than I need to. So really figuring that out just a little bit about her is she is got a dual master's degree in business administration and taxation, which is super rad because   Let's be real, she gets the business side of it. She gets the taxation and we were chatting before and she was like, what people make like their top line revenue versus their take home pay are two different things. And I was like, amen sister, preach on. She's enrolled agent, NTPI fellow and certified tax strategist. She also is the author of advanced tax planning for medical professionals. She specializes in high level strategic tax planning and multi-state tax preparation for healthcare professionals and business owners. She's raised in a family of physicians and married to one.   She empathizes with the financial challenges medical professionals face. This personal connection inspired her to create accessible, unbiased tax solutions tailored to their busy lives. Driven by passion and guided by cerebral thinking, Alexis forms Cerebral to help professionals keep more of their hard earned money. Amen sister. That's what we want. That's why you're here. Their approach breaks the mold of traditional financial advice, offering a unique perspective for medical professionals and business owners. So while yes, she's not 1000 % dental guys were in the healthcare world and she's so brilliant. So Alexis, welcome to the show today. How are you?   Alexis Gallati (01:54) Thank you so much for having me. I'm doing very well. Hope you had a wonderful holiday season.   The Dental A Team (01:58) Yes, likewise. And I was so excited when I heard that you would be a guest on our podcast. I geek out about this, Alexis, I know it's like our first day meeting, but ⁓ I just think the world of tax is such the game of monopoly. And I'm like, if you would have just told me that rule, I could have played and won the game better. But I feel like it's always as ever changing, ever evolving. And I know there were some big things that happened in 2025 that are impacting like our our taxes. And so, yeah, definitely a timely and   exciting podcast to throw out there. So Alexis, I know I gave you a very welcomed ⁓ bio and intro, but yeah, tell us a little bit about who is Alexis. You're married to a physician. You're in this world of tag. How does one become obsessive about CPA? I'm truly just curious. How do you like, how does this happen? How did you become this?   Alexis Gallati (02:49) Yeah, so I love law and I love money. And so when I was in undergrad, I took a tax and accounting class and loved more the tax side than the accounting side, I do admit. And so after meeting my husband in college and us starting to go through that full medical journey, was about a year and a half out from him.   The Dental A Team (02:54) you   Alexis Gallati (03:18) from him finishing his residency. And I really saw the writing on the wall. Even at that time, with him being in residency, about four months of his salary was going towards taxes. And I was like, that's not right. That's not right. With   The Dental A Team (03:36) No.   Alexis Gallati (03:38) hard he works and how hard   medical community works in general. ⁓ my gosh, that's not right. So that's when I really dedicated myself to   finding out, why do the Warren Buffets and the Bill Gates of the world have this really low to sometimes non-existent tax bracket? And I really dove into that tax planning. ⁓ And so, you know, what's very unique about, ⁓ you know, the way that I work and my business is that my husband and I are in the same exact position as majority of our clients. And so, yes, I'm looking for   strategies for my clients, but I'm also looking for those strategies for myself.   The Dental A Team (04:19) You're like, hey,   it's me. I'm going to help myself out. I'm very motivated to do this.   Alexis Gallati (04:25) Very motivated. And I love it. I love it. It's like you said, it's ⁓ Congress keeps us on our toes, changing the laws consistently year after year. ⁓ it's like a puzzle. Like, hey, how can I just keep more of what I'm earning?   The Dental A Team (04:43) Yeah, and I, this is what I get obsessed about. what I learned, gosh, it's like, I was so naive when I started the company. was like, marketing is marketing. I just need to hire a marketer they can do everything. And then I was like, oh, there's a content marketer. There's a copywriter marketer. There's a strategist. There's a growth marketer. There's like an AEO marketer now. There's an SEO. Like you guys, this thing is like a web. They're a content marketer. And then I started realizing it's similar to CPAs and financial planners that like,   I thought you hire a CPA, Alexis. Like I'm so naive to business. I'm shocked that I've made it this far. Like truly I'm proud of like the journey we've been on, but like not all CPAs are created equal. And then I realized like CPAs play by different rules. Like it's the same rule, but there's shades of gray. They're how comfortable are you with this and how uncomfortable are you with it? Like there's one CPA that told me like, here, you can totally go skiing in Tahoe. Just like put your logo on your skis and you can totally ride it off and like put your logo on your boat and you can ride it off.   And then there's like the Alexis of the world was like, oh, hard pass. No, you're going to like totally get flagged. But I'm like, what rule is right? And so I realized that there are, like you said, tax strategy and for higher wealth earners. I do believe that there's a game, like you said, how did the Warren Buffett's, how did the Bill Gates, like they're not paying this. And then you get into the real estate game and you get into all these other things. You're like, how can we do this? And so Alexis, I'm just jazz. This is me being nerdy. And I'm going to ask you a bajillion questions and I can't wait.   to learn. So let's kind of talk about most of your clients, what's the size of take home net pay that they do. So that way we know like what brackets were in. So that way right clients come to you. I also learned not all financial advisors take all people. I was like, I make 30 grand. They're like, great. So we're going to help you out just a little bit. And then like, when you get to this level, we'll chat with you. ⁓ tell us kind of that. And then let's dig into how do we keep more money, Alexis, legally.   Alexis Gallati (06:10) I love it.   The Dental A Team (06:39) I'm here for legal advice. I'm willing to go gray, but not go to jail. So that's my line. So as long as we're on the same page, I think we are, I'm here for it.   Alexis Gallati (06:40) Yes.   Definitely, yeah. I am more than happy to play in the gray areas. We just have to feel comfortable defending it in an audit. And so that's our line in the sand. ⁓ But yeah.   The Dental A Team (06:55) Mm-hmm.   She's like, this is why I went to law guys. This is why I like the law side and the CPA.   I like it. I like your style. It's so unique and I just am excited. So, okay, I'm ready.   Alexis Gallati (07:07) Yeah.   Yeah. at Cerebral, we work with those that earn at minimum $400,000 per year in taxable income. So we have lots of businesses, which by the way, 99.9 % of our clients are medical professionals. I think we have like maybe two clients that have zero ties to the medical industry. And so the practices we work with, you know,   generally range from anywhere from maybe about $700,000 in gross revenue all the way up to eight figures. So we tend to not work with those that are larger practices, that usually over 50 employees. And that's just because once you get above 50 employees, yeah, it changes quite a bit. So we're definitely in there with those smaller to medium sized practices.   The Dental A Team (07:56) Tax co-changes. Yep.   Amazing. No, that's super helpful. And I know we were talking before, like the average of your clients, about 700,000 like net pay is typical where you guys are at. You have some that are higher, but that minimum of 400,000, which is great because I do think that there are thresholds. ⁓ And I did learn through going through business that who Kiera needed as a tax support and advisor when I was in that 30,000 range compare and as a business owner, I thought it was so funny.   Gosh, taxes, like they hurt so bad sometimes. Like, whoa, easy come, easy go. Like I've never, I've always been a W-2. So that was such a fascinating world for me. But yeah, let's dig into some of the things you've seen for the medical world. Cause I know I have friends that were physicians and they're really big on real estate. And like I took the real estate Kool-Aid and I'm just like, is this re

Kiera is joined by the tooth-healer himself, Jason Dent! Jason has an extensive background in pharmacy, and shares with Kiera where his pharmaceutical experience has bled over into dentistry. This includes the difference between anti-quag and anti-platelet and which medications are probably safe, what to do to shorten the drag time in the pharmacy, how to write prescriptions most efficiently, 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 is a really awesome and unique day. It is, think the second time I've had somebody in the podcast studio with me live for a podcast and it's the one and only Jason Dent. Jason, how are you? I'm doing well. Good morning. Thanks for having me. It is crazy. I I watch Instagram real like this all the time where people are like in the podcast and they're hanging out on two chairs and couches and now look at us. We're doing it. Cheers. Cheers.   That was a mic cheer for those of you who are only listening, but yeah, Jace, how does this feel to be on the podcast? It's weird. Like I was not nervous at all talking about it. I got really nervous as soon as you hit play. So if I stumble over my words, please forgive me ahead of time. Well, Jason, I appreciate you being on the podcast because marketing had asked me to do a topic about teledentistry and I was like, oh shoot, that's like not my forte at all. so   You and I were actually chatting in the hot tub. call it Think Tank session and you and I, we have a lot of good ideas that come from that Think Tank. A lot of business. no phones. That's why. We do leave our phones out. But I was talking to Jason and this is actually a podcast we had talked about quite a while ago. Jason has a lot of information on pharmacy. And if you don't know, Jason isn't really, we were going through all of it last night. It's kind of a mock in the tub. And I think it's going to be great because I feel like this is an area, I'm working at Midwestern and   knowing about how dentists, pharmacology was surely not your favorite one. Jason actually helps a lot of dentists with their clearances. And so we were talking about it and I like it will just be a really awesome podcast for you guys to brush up on pharmacology, different things from a pharmacist's side. So Jason, welcome. Thank you. Yeah, no, we were talking about it and here's like, what should I talk about on the podcast next? I have all these different topics and she's like, what do you know? And the only real interaction I have with dentists is doing clearances for procedures. We get them all the time, which makes sense.   Lots of people are on blood thinner, I've always told Kiera, like, hey, I could talk about that. Like, that's kind of a passion of mine. I'm not a dentist. Or my name is Jason Dent. So in Hebrew, Jason means tooth. No, no, no, sorry. Nerves are getting to me. Jason means healer and Dent means tooth. So my name means tooth healer. So, here's a little set. Hold on, on, hold Can we just talk about? I brought that up before you could talk about it more. So.   My name means tooth healer but I did not become a dentist. I know you wanted me to become a dentist. did. I don't know why. I enjoy medicine. I know what you're going to get to already. The things you're going to ask me. There's been years of this. But nevertheless, that's my name. We'll get that out of the way. But you did give me a great last name. So I mean, it's OK. You're All is fair and love here. SEO's up for that. But yeah, Jason, I'm going to get you right into the show. And I'm going to be the host. And we're going to welcome to the podcast show. Jace, how are you?   Good, good, good. Good, good, good. So by getting into clearances, right? This is what you're kinda talking about with you know, before we get to clearances, I actually wanted Jason, for the listeners who don't know you, who haven't talked to you, who don't know, let's kinda just give them like, how did you go from, Kiera wanted you to be a dentist, to now Jason, you are on the podcast talking as our expert on pharmacy. fantastic. I've always really loved medicine, a ton. As a kid getting headaches and taking Excedrin, like you just feel like a miserable pile of crap.   and then you take two pills and all of a sudden you feel better. Like that's amazing, like how does that happen? Also getting ear aches as a kid, just being in so much pain and then taking some medicine and you start feeling a lot better. I always had a lot of appreciation for that. I've always been mechanically inclined. I went to, started doing my undergrad and took biology and learned about ATP synthase, which is a spinning enzyme that's inside the mitochondria, like a turbine engine. I used to work on small engines on my dirt bike and thought that is so cool. So I really got wrapped up into chemistry.   All the mechanics of chemistry really pulled me in. I'm not getting goosebumps. checking. I usually get goosebumps when I think about chemistry. But it's so cool. You think an engine's awesome, like pistons and camshafts and pressures, the cell is the same thing. It's not as loud, so it's not as cool. But it's fascinating. that's why we're like. ⁓   chemistry and really got into coagulation. So I did my residency after pharmacy school. we went to Arizona for three years. ⁓ You did and your main focus, you were never wanting to be the guy behind the counter. No, I haven't done that. Yeah. No, I love them though. I've always really want to go clinical. ⁓ But I love my retail ⁓ pharmacists. They're amazing resources. And ⁓ I use the retail pharmacist every day still to this day, but I went more the clinical route, really love the chemistry aspect of it.   did my doctorate degree and then I did my residency in Reno. Reno's kind That's how we got here everybody. Welcome to Reno. Strategically placed because I was really interested in critical medicine and where we're located we cover a huge area. So we pull in to almost clear, we go clear to Utah, clear to California, all of Northern Nevada. We get cases from all over. So we actually are kind like the first hub of care for lot of areas. So we really get an eclectic mixture of patients that come in that need-   all kinds of different cases that are coming to them. So it's what I really wanted. So I did my residency in critical care there. And then for the next 10 years, I worked in vascular medicine with my final five years being the supervisor of the clinic. Ran all the ins and outs of that. So my providers, two doctors were on our view. So when we talk about dentistry, talk about production, those kinds of things, totally get it. My doctors were the exact same way, my vascular providers. ⁓   There's some pains there, right? You wanna be seeing patients as much as possible, being able to help as many people, keeping the billing up. And had other nurse practitioners, four practitioners, a fleet of MAs, eight pharmacists. We also had that one location we had, going off the top of my head, I think we had eight locations running as well. And we took care of all the different kinds of vascular cases that came to us. Most common was blood clots, ⁓ which is just a...   which is an easier way of saying VTE. There's so many different ways to say a blood clot. Like you might hear patients say, I've had a PE or a DVT or a venous thromboembolism or a clot in my leg, right? They're all clots, but in different locations. Same with an MI, and MI can be a clot as well. ⁓ there's a lot of, everybody's kind of saying the same thing, but sometimes the nomenclature can make it sound hard, but it really is actually pretty simple.   No. And Jason, I love that you went through, you've been in like, and even in your, ⁓ when you were getting your doctorate, you were in the ER. You also worked in retail pharmacy. remember you having a little sticker on your hand. And retail pharmacy, I have a lot of respect for those guys. They have a lot of pressure on them. and then you also, ⁓ what was that test that you had to take that? I don't know. You were like studying forever for it. ⁓ board certification for, ⁓ NABP. Yeah. So I did that board certification as well.   And now you've moved out of the hospital side onto another section in your career. Now in the insurance, right? So it's really, really interesting. So now I'm on the other side reading notes and evaluating clinical appropriateness and trying to help patients with getting coverage and making those kinds of determinations. So yeah, I've really jumped all over. Really love my clinical days. I know. don't I don't I do miss them. But yeah, kind of had a good exposure to a lot of.   pharmacy a lot a lot of dentists actually with all the places that come through which Jason I really appreciate that and honestly I know you are my spouse and so it's fun to have you on but when I go into conversations like this I don't know any of this information and so finding experts and Jason I think here's me talk more about dentistry and my business than I do hear about him on pharmacy so as we were chatting about this I really realized you are a wealth of knowledge because you've been on the clinical side so you've done a lot of patient care and you've seen how   medications interact and I know you've had a few scares in your career and ⁓ you've known some physicians that have had a few scares and ⁓ you've seen plenty of patients pass away working in the ER and gosh in Arizona drownings were such a big deal. I remember when you were in the ER on your rotations I'd be like who died today? Like tell me the stories and you've really seen and now going on to the insurance side I felt like you could just be such a good wealth of knowledge because I know dentists are sometimes so   I would say like maybe just a little more anxious when it comes to medications. I know that dent

No matter what position, no matter how many years someone's been in their position, every team member likes to know that they're doing a good job. Tiff and Kristy talk about why defining duties and responsibilities—and then measuring metrics against those duties and responsibilities—is so critical to "winning" at your job. 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 I know I see that every single time but I hope you guys know how much I truly love podcasting it is a time away from like we'll call it work I feel like podcasting just isn't work for us and we love Speaking to you guys. love getting all this information out there for you and we love our time together So you guys afford us that and today I have an all-time fave I actually I know this is gonna make you blush but   I get some pretty incredible feedback. Kristy, I have Kristy here with us today. I get some pretty incredible feedback from a lot of our clients and a lot of listeners on the podcasts that we do together. So Kristy, I am here today in your presence and it just makes me feel so good. And I'm here to pick that brilliant brain. So thank you for showing up, bringing it and giving me, we've got an ample amount of time this afternoon together. So thank you, Kristy.   The Dental A Team (00:54) Yeah.   I always have fun when I'm here with you. You know that. It's just so natural that we can rip off each other. And ⁓ I don't know, you do a good job at picking my brain and pulling it out. So it's always fun. look forward to our time together.   The Dental A Team (01:09) Thank you.   Thank you. Thank you, Kristy. You guys should know something about Kristy. She is an incredible consultant and I know that this is our time that I get to kind of share and spread some light and joy on our consulting team. And Kristy, I think it's imperative for the world to know that, gosh, you have just an amazing list of clients who are really seeing some impressive results recently. We're into the new year. We're like,   Now when this releases two months into the new year, which is freaking wild, but that's fine. But so many of your clients saw so many successes last year and in those successes we're seeing systems development and within those systems development, really seeing goals being pushed, being reached, being surpassed. You've got some clients that I know you were looking at the goals that they were setting for themselves and you were like, yes, and that's one of my favorite Kristy-isms. Yes, and, yes, and.   I think you can do more. So you like are pushing them outside of their comfort zones and really projecting for them things that I don't think that a lot of your clients even see possible. I just think it's really cool. And today we're talking really about how accountability is gonna help reduce stress within the practice. And I say all of these things that you're doing really well for your clients right now, Kristy, because it takes so much accountability to be able to perform those pieces without   an overload of stress. You can grow and not have accountability. You can spin your wheels and cycle in the negative or however you want to say it. But when that accountability piece is also attached to the things that you're implementing, I think that's really where you see the true results. And that's where we've gotten some incredible feedback that Kristy is amazing. And ⁓ you've taught them so many skills that they can then take them themselves.   and carry it on. And I think it's really cool. It's just really valuable what you've been able to implement for practices. So my question, my first question to you, my first brain pick is why do you find it so important to uphold the accountability levels that you hold for your clients and that you train them to hold for their teams by proxy? Why is that so important to you and so valuable in the coaching that you do?   The Dental A Team (03:31) Yeah, I love that question because even us in what we do, we want to know if we're winning or not. Right. And so every team member, doesn't matter what job you're doing. You want to know if you're doing a good job and if you're winning. And if we don't have KPIs to measure or clarity in our roles, we're just, we're going day by day by default, you know, and we could have a success, but like you said, it's   How do we repeat it if we don't even know what we're looking for? So number one is defining those duties and understanding what am I responsible for and how do I know if I'm winning or   The Dental A Team (04:15) Yeah, I love that. you said a couple of things there that I keyed in on, but you said duplicate. So making it repeatable and making it so that that system can be driven by anyone. like anyone can do it, it can be duplicated and you can take a same or similar system and copy and paste it into a different department or a different goal. And I totally agree. Now, when you have something that's duplicatable, it's just kind of   I don't want to say on autopilot, but it feels more on autopilot because you're not having to put quite so much like thought process on everything, you know? It is kind of on autopilot. When you're able to do that, how does that, what level of accountability does that require? I guess is the question. Like we've got to, we can have all the systems in the world and the clarity and the job roles, we think we have the clarity and we hand it to them and then we walk away.   what's the next step? We've got the clarity, we've got the job descriptions. What does the accountability look like for those things and why is it so important to the overall stress of the team?   The Dental A Team (05:23) Yeah, again, in everything we do, it's either by default or by intention, right? And I'd rather be intentional. So using those duties and then following up. I'm a firm believer of performance reviews outside of wage reviews. Can they tie together? 100 % they can tie together. But I also feel as leaders in the practice, we have a responsibility to grow our people, not just grow our practice, but grow our people, right?   And so having those conversations to measure against their duties and the KPIs, not a feeling, I feel like I did a good job, right? ⁓ Having those to measure against, lets them know, they know before they even come in that they're winning or not. And it also gives us the opportunity to coach them up, right? If they're not winning or, you know, what's getting in the way of it, or really it could be an opportunity to coach them and train them.   And it doesn't necessarily mean us as leaders have to be the one to do it, but we can provide resources and we can get commitments around it so that we can measure, again, we don't have to hit perfection, but are we trending in a growth pattern? And the more that we grow our people, the more that our practice grows, you know?   The Dental A Team (06:43) Yeah,   yeah, that makes sense. So you're tying that accountability measurement, that accountability piece is less micromanaging and oversight and like, are you doing the thing but it's tied into the results being driven. So if we're tracking the KPIs, we're tracking the results that we're desiring and we're seeing, are we on track, off track? Are we growing? Are we declining? That's the accountability measurement and then inspiring our team to want to win within that.   that provides that feedback system, I guess, that loop back where they're like, hey, I'm seeing a downtrend. Maybe they're at a point now where they're inclined to speak up and ask for help or they see something that needs to be adjusted or switched and so they're doing it on their own rather than that micromanaged ⁓ over the shoulder accountability. Because I do think, Kristy, that a lot of times the definition of the word accountability can be   It's like ASAP, like when can you come ASAP? That could mean anything. Your ASAP versus my ASAP is who knows what that means. So that accountability piece, I think we all have our own definition or our own variation of defining it, but your version here is really looking at the results driving it and then constantly coming back to it. So I love that. are you having your doctors and your practices?   look at those results and talk about them because there's the one piece to assume that we're all adults and we're all going to look at them, we're all going to fill them in, we're all going to come to our leadership when we need help. But then that's where I get the phone calls from the doctors that's like, I thought I employed adults and they're not doing the thing. And they're well, we get busy too. So it doesn't always happen that way. So when are you suggesting or having your doctors and your practices really look at those results to bring that fold of accountability measurement into it?   At the one-on-ones for sure, is there anything else that you're adding in there?   The Dental A Team (08:42) Yeah, for sure. think that truly there's daily, weekly, monthly, quarterly, and yearly metrics, and they can be broken out. ⁓ Yes, one-on-ones are specific to them, but it's also a team sport, right? And so, again, I think I encourage everybody to be doing meetings.   If in a perfect world, I'd love them weekly and they're strategic to work on the business, not just in the business and in the ones that are doing it with intention and having those meetings and dialing in on those metrics. And, you know, they can tell if they're winning or not. It gives you the strategy to be able to course correct sooner than later. And it lets everybody know where they are and we can be support to each other. So to your question,   I don't think it's cut and dry, but I do think there's daily, weekly, monthly numbers that we should be having a pulse on. I don't want to wait till November to know

Kiera is joined by Dr. Paul Etchison to talk about changing the mindset of turnover = failure. This transition is part of the evolution of leadership. Both Kiera and Dr. Etchison share their own experiences in remaining true to core values, and keeping their definitions of success separate from whether a team member stuck around or not. 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 is an extra special day. I have one of my faves and every time we podcast, people say, you two just seem like you love each other so much. And I really do. I've been to this man's practice. We've been friends in the industry for I don't even know how many years pre-COVID. That's a long time. And we've been on each other's podcasts a lot. He has an incredible podcast. He's an incredible human, incredible friend, incredible mentor. I got the one and only Paul Etchison on the podcast today. Welcome. How are you today, Paul?   Paul Etchison (00:28) Hey, I'm good. And I was just thinking about how you mentioned like the pre-COVID thing. You texted me a picture of when you came into my practice for two days. And it was like before COVID. And what was funny about it, and I don't know if it's funny or not, but like I looked at it and half of my team has turned over. They're all new people. So I know. ⁓   Kiera Dent (00:36) cute.   Mm-hmm.   It's real life, Paul. That's real life. It is funny and isn't because I go back and I used to   be embarrassed about that. So let's just kind of highlight on that. I used to actually be very embarrassed of like, my gosh, I don't have senior team members. And like, I hate the question. There was a hot minute. The Dental A Team felt like I was Johnny Depp in the middle of the ocean and my boat was full blown on fire. And I was like, I just hope another one shows up soon. Like I hope something comes. ⁓   And then I realized that's business ownership. Like that's real life. And yes, we built these great cultures, but you outgrow team members and team members outgrow you in life circumstances. And I'd rather be honest and real rather than perfect. And so the fact that like teams shift in a lot, mean, shoot, I used to have this vision board, Paul, you want to hear how ridiculous this was? And I took the team and I put them in the one year, the three year, the 10, and I just had this like same team follow with me. That lasted me for like six months. And I was like, rip this thing up.   Paul Etchison (01:31) Yes.   You   Kiera Dent (01:40) It's   gotten better, it's stabilized, but I think that that's real life. So thanks for talking about it.   Paul Etchison (01:44) It's hard,   yeah, I mean, we look at it and I think like the beginning of my practice career, I had very little turnover, but it was, I had to put so much into keeping that. Like it was such a hard thing to keep going. there was a lot of team members that I kept and I was able to make them happy and I was able to have it be a productive relationship and they were good at the practice. But sometimes I look back on it I'm like, man, it was just, that was a lot of energy I put into one person. I should have just moved on.   So that's how I practice now. It's different. There's a little bit more turnover and I think that's normal and that's part of business ownership. So we're okay.   Kiera Dent (02:16) What changed in your mindset for that? I have so many questions for you today. You guys, Paul and I, when we get on the podcast, it really is just like a free for all. And Paul has no clue. I have a full plan of what I'm asking you today, ⁓ but it's going to be a free for all rift of business ownership of teams. How did you change that perspective? Because I think so many people chalk that up to, I'm a failure of a boss if I've got turnover. Like I had a doctor the other day on a coaching call and she's like, Kiera,   Paul Etchison (02:19) Yeah.   Kiera Dent (02:42) What am I going to do for PR? Like I've got people turning over and how do I PR this? So anything is twofold. One, how did you get like mentally change that mindset? Cause I think it's a big mental game.   Paul Etchison (02:54) Yeah, for me, was everything that I've done in my career as far as like leadership growth and stuff, I think has always stemmed from some period of just struggle and burnout to some extent. It was like, I got to the point where I was taking everything that happened at the practice personally, every upset person at upset employees, they're bothered about something. They're they always, I mean, they're telling you how you should be doing things that not realizing that there's very complicated solutions. And sometimes there's not perfect solutions. A lot of times there's   perfect solutions. So I think what changed for me is I started looking at it from a point of my mental sanity saying I can't attribute my feelings on the happiness of all these team members anymore.   And all I need to do is just be very clear on what I want, be very consistent with the way that I treat them and hold them to that standard. But ultimately, I'm putting the ball in their court. It's up to them. And if they want to play ball, cool. If they don't, that's cool too. We can still be friends and you can go to some other office where it's more to your liking. But the biggest change for me was just realizing I can't be everything to everybody. And I did it for a long time and it was really exhausting. And I worked through that and I feel a lot better   it.   I think my team   is better for it.   Kiera Dent (04:08) Yeah, no, I don't disagree. And I'm glad you talked about that. It's been fun. think Paul, you felt like, I don't know, a big brother to me when we met and I came out to your practice and the fun things we've been able to do together and just the differences. ⁓ I think as we've grown up in the industry together, but I, I admired that because I always thought you had this amazing team. And I think to hear your version and then my version at the same time was very similar. I just realized like,   We got a killer team. Like this is an amazing company. And I think when I evolved to you're so lucky to work here, you're so like not in an egotistical way, but I think in a confidence way of like, this is a great place and we're going to attract people. I started realizing like I had confidence to make offers of what we actually wanted to pay versus what I felt like I had to chase to get people to be here. ⁓ we pivoted and I used to like chase all the time and try to be everything for everybody. And then I'm like,   Why am I doing this? Kiera, like you have built a company and a culture and a space that people love. And yes, there are changes and I will continue on forever evolve. I don't think that we're a perfectly set company, but I think that we're a pretty great, awesome place to work. And I think when I became centered, confident in me and what I was providing in the culture without having to be everything, I noticed I actually attracted a way different type of employee. I attracted somebody who wanted that same style. They, it,   It was like no more like games. think in like compensation and all this, it was more just centered. It was like, this is what we do and this is who we are and I want great people. And I also think it was very much attributed to like, got dialed in on core values. And I was like, I'm sticking to these. These are like rock solid. do not deviate from that. And if you don't fit. Fantastic. There is another opportunity, like go find your dream place and we're going to find our dream team member. And I say that in a very like confident, hopefully not egotistical. And I think you, sounds like you did a similar thing, but I.   I will say, I think you go through a space of realizing you're not a failure. It's an evolution. I think of, of leadership. It's almost like going from, I don't want to say immature. It's more like children and how's they grow. Like, I don't think a little baby is a failure for having that knowledge and that mindset. And I think some of us, are toddler baby owners. Like we've never done this before. We don't know. So we're going to have a different mindset. And then you just start to morph and evolve just like   Children grow up and they morph and evolve into these teenagers, into these college students, into like the prime of their life. To me, that also feels like a maturity of leadership as well to being confident with that.   Paul Etchison (06:42) Yeah,   I love that you point that out too, because we do, we hear a lot of complaints from our team members and then we start to, it starts to add up and then we start to really doubt.   Did we really create a great work environment? I mean, we just had an all day meeting maybe about two months ago, maybe six weeks ago,   like that. And one of the questions I asked, we use this thing called Slido. It's just in real time, you put on a PowerPoint slide and everybody can vote on their phone. There's a million like programs that do this. But I asked the whole team anonymously on a scale of one to 10, how fun is it to work at Nelson Ridge Family Dental? And I was terrified to throw that   Kiera Dent (07:03) Thank   Paul Etchison (07:19) there. I had no idea what people were going to say.   Kiera Dent (07:20) I don't blame you.   Paul Etchison (07:22) It was everybody was like eight, nine. There was like three or four sixes. Now I have 30 something team members.   So the   Kiera Dent (07:29) Yeah.   Paul Etchison (07:30) of it was very good, but it was, it was scary.   if you would have asked me what I thought it was going to   Kiera Dent (07:35) Mm-hmm. Mm-hmm.   Paul Etchison (07:37) I did not think it was going to be that good because the squeaky wheel gets the grease. This, you know, that's what we hear. That's what we focus on. And it reminds me of thi

Kiera is here with a gift to make your practice even better: The three most common mistakes dental practices make, and guidance on how to get out of them. Is your practice making one of these mistakes? Delegating tasks without ownership Avoiding hard conversations Flying blind on your numbers 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 one of my favorite topics of all time. It's how to avoid the pitfalls because I feel like these are costly mistakes that dental practice owners make. We make these costly pitfalls. We go into them. We don't know about them. And you guys, if you know me, I have a mantra and I say, don't lose money. I hate losing money. It's one of my biggest pet peeves and I don't want you to lose money. So I'm excited to talk about it. I hope you guys are excited because...   The reality is like so many people talk about like, success leaves clues and it does, but so does failure. And I I talk about this a lot when I present and when I speak and I say like success and failure are truly not radically different. They're not, they're like small little things. It's like successful practices are consistent. Successful practices put systems in, successful practices look at their KPIs, successful practices have team meetings that are effective. Successful practices have CEO time.   Successful practices have delegation and ownership. Successful practices ⁓ follow through. They look at their case acceptance. They make their re-care calls. They do their reactivation. They do different verbiage. Like that's what they do. Failure practices don't stay consistent. They always have an excuse. They're always blaming. ⁓ They don't check their case acceptance. They don't track their KPIs. They don't look at their numbers. They don't take CEO time. Like these are just little steps. And like with my fingers, if you're just listening, I'm like,   almost like scallops, like if we've got a middle point, success is I checked my KPIs, failure is I didn't check my KPIs. And while that's not like a huge move, it is moving you points away to where you end up either closer to success or closer to failure. And so I think when we realize this, these are the ones, like, how can I help you guys avoid these costs and mistakes? How can I like motivate and inspire you and like, not just motivate, but genuinely change you?   So that way it's not this I like, well, shoot, we're on failure row. Shoot, like, I don't really know about this. Like, I just want to talk about three of the most common mistakes that people make and how do you correct course because you're going to make mistakes. But like if I'm doing the scallops again, successful offices realize like we didn't do the KPIs. So we're going to start doing the KPIs and we don't miss those. We're going to hold the meetings and we don't miss those.   they course correct before they end up in the failure or the success bucket. They're course correcting constantly. And so this is just like where I'm at coaching hundreds and thousands of offices, team members galore, our team, like literally, I feel so blessed that we get to serve so many offices. I just saw like this really awesome highlight reel of all these doctors that came in person and I was watching it with Jason and I look over and Jason's just the sweetest thing. He's tearing up and he said, Kiera.   I knew when you started Dental A Team, it was going to be like, he's like, I never imagined it being what it is today. He said, but all those people's lives, including all of you listening to the podcasts, all of those lives that we've been able to change because of Dental A Team Gosh, that is just such a blessing. It's such a beautiful thing. And I just want to say thank you. Like, thank you for being here. Thank you for being a part of the offices. Thank you for being a part of my Dental A Team podcast family. Thank you for just showing up. Thank you for changing lives through dentistry. Thank you for giving people a gift of confidence. Like,   And for me to be able to give you a gift to make your practice even better, that's what I'm here for. That's what Dental A Team's about. So like we're here to help you recognize patterns. We're here to help you avoid burnout. We're here to help you make small changes before they become giant snowballs. And I think like my thought process has always been I'm here to positively impact the world of dentistry in the greatest way possible. We're here to share this podcast message with every single office out there. We're here to help offices realize like running a successful practice.   does not have to be hard. It can actually be easy. And let's give you the tools, the tips, the resources, all of that to make your life a grand success. So if that sounds great to you, we'll rock on. So step number one, mistake number one that's very costly is delegating tasks without ownership. So like so many offices, hear them like, Kiera, I listened to the podcast and we implemented it, but like it just didn't work out. And I'm like, yeah, cause you delegated it and you didn't have the structure, didn't have the ownership, you didn't have the accountability, you didn't have the metrics. Like, okay.   One of the doctors called this doctor out and they said, this doctor is a walking cheat, like cheat code. Go talk to him, go ask him what he does because he's been able to take his practice for massive success, which is true. When I met them, were doing about 1.5. Now we're clearing five. We're going to be crushing six to seven. And I just like, gosh, the giddiness in me for this office. Like they deserve the sun, the moon, the stars. Like you name it.   They're just such good humans. And so when I think about this, like we're talking, this is a practice that went from like 1.5, 2 million up to this six, $7 million practice now, something I've noticed. And like I said, this doctor is a walking cheat code. They, when we go in and we're like, okay, we're going to roll out this new process. So we're going to do a new process on how we do case acceptance, or we're going do new process on how we do cancellations. They don't just go to the team and be like, all right guys, we're going to do cancellations. They are like, we're going to build an SOP.   we're gonna have a team training, we're gonna have a metric, we're gonna do it for these four weeks. And they don't take a long time to execute on that. So it's like, perfect, we're gonna have this done in the next three weeks. But they execute, it's rolled out, it's like, it's very, very thorough. And this is a practice of a very large team and they all do it consistently. And when something gets off, they just go right back to the SOP, they update the SOP, where was it missed? What do we need to do? Let's do a team training on it. But I will say I've coached hundreds of offices and this is one office that I watch   constantly that is able to delegate, have ownership and be able to have a full team move and stay hyper accountable. So this is just like, you've got to have ownership. You've got to have SOPs. You've got to roll it out to the team, make sure everybody's aware. And then we've got to have the metrics and the check-ins to make sure something's not off. And if it is off, we follow through on it. So people know that when we roll out new processes, they're here to stick. They're not just like a flash in the pan of like, I heard it on a podcast. Let's try it out.   No, it's very, very, very thorough. So a quick check for you is like, go back and look at the last three things that you delegated. Did you assign them? Did you own them? And did you have follow up on it?   crickets. Yeah, yeah, because you did it. Darn it. But you're going to do it in the future. Or maybe you did. And I'm high fiving you. But most of the time, people don't. And this is so costly because then you can't ever be free. You think you're moving. You're taking one step forward, but you're actually taking like 500 steps backwards because nothing's actually getting delegated. Nothing's actually moving forward. And you're only relying on your A plus star players that are building all these ownership accountability pieces. And people are like, but I want everybody to be that way. And I'm like, human nature is not. Tell me how you're doing on your New Year's.   resolutions, probably not great because human nature by default doesn't stay accountable. Why do think I'm in business? because people, they know what they need to do. People are like, Kiera, I pay you to tell me like what to do that you do on the podcast. And it's like, yeah, because human nature is not follow through. Why do I pay a gym trainer? I've got all the resources, I got all the tools. I need somebody to literally hold me accountable to make me show up to work out. So look at the last three tasks. Did you delegate them? Was their ownership?   Did you follow up on them? Did they have a metric? If not, it up, fix that and start to delegate with ownership and accountability. So mistake number two, are you guys ready for this? It's avoiding hard conversations. ⁓ man, that's a crowd drop off. This is so real though, because we don't have like Patrick Lanziani has the five dysfunctions of a team. And if you and your team have not read this, I highly recommend it's a very easy fable. Have it as like some like,   evening reading. It's so fast, it's so easy and it's very, very great. And I think it's a reread. So if you've listened to it in the past or you read it, maybe do a reread. ⁓ But when we don't have trust and vulnerability and then we don't have healthy debate, AKA hard conversations, what happens is like little small issues become cracks and cracks aren't bad. But if cracks stay there, they actually break and then it becomes toxic and then it arose the entir