Ortho Marketing Live

We’re kicking off 2026 with a powerful conversation on the future of orthodontic marketing and AI. Artificial intelligence is transforming orthodontic marketing and practice growth— yet many teams are still only using a fraction of its potential. In this episode of Ortho Marketing, host Dean Steinman sits down with Heartwise Collective founder Lindsay Quinn to explore how practices can move beyond basic AI tools and start building smarter, more efficient systems. Lindsay shares practical strategies to help orthodontists and dental teams streamline operations, improve team performance, enhance patient communication, and create a real competitive advantage without losing the human connection that matters most.What You’ll Learn:How AI is reshaping orthodontic marketing and practice workflowsSimple first steps to start using AI in your practice todayCommon mistakes teams make when adopting AIWhy early adopters gain a powerful edge in today’s marketAbout Lindsay QuinnLindsay Quinn is the Founder of Heartwise Collective, an orthodontic consulting firm specializing in operational systems, financial optimization, and AI integration. With 22 years of industry experience, including eight years with Dr. Richard McLaughlin's renowned San Diego practice and seven years consulting with one of the industry's most elite firms, Lindsay is known for her hands-on implementation approach. She is also the co-founder of The Ortho Society, an innovative annual event for orthodontic practice owners.Learn more about Heartwise Collective: heartwisecollective.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.

In this Ortho Marketing episode, Dean Steinman is joined by Gary Sastow, Partner at Danziger & Markhoff LLP, to discuss the legal essentials every dental practice owner needs to know. From regulatory compliance and risk management to contracts and employee matters, Gary shares expert insights to help practices stay protected and legally sound. Whether you're starting, growing, or managing a practice, this episode is packed with must-know legal guidance.Ready to elevate your practice?Contact us! https://orthomarketing.com/contact-us/About Gary SastowGary Sastow has over twenty-five years of experience in the practice of law. While maintaining a broad scope of practice, Gary focuses on representing healthcare professionals in all aspects of their business, professional and personal lives. Having been raised in a family of physicians, he possesses a unique understanding and insight into the business of practicing a healthcare profession. Combined with his years of practice in what has become a more complex and highly regulated industry, Gary’s clients see him as a trusted advisor, confidant, and advocate. On an ongoing basis, he works with clients on transactional matters, regulatory compliance issues and problem solving including providing representation to clients under professional investigation before OPMC, OPD or the Justice Center. Gary is a prolific speaker and author of professional articles in various publications. He has also served as an adjunct professor at Pace University teaching Health Law and Policy and Not for Profit Organizations. Gary is a recommended legal services provider for the NYS Dental Association. D&M now provides representation to clients under professional investigation before OPMC, OPD or the Justice Center

In this Ortho Marketing episode, Dean Steinman is joined by Brad Hughes, Founder and CEO of Vision Dental Partners. They explore how to grow and accelerate dental practices—from strategic acquisitions to marketing tactics that drive real results. Learn how to scale faster, streamline operations, and boost patient growth post-acquisition.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Brad HughesDr. Hughes is a third-generation dentist, proudly following in his father and grandfather’s footsteps, and has been providing excellent dentistry for over 17 years. He is a graduate of Indiana University School of Dentistry. With a passion for growing teams and helping others thrive both personally and professionally, Dr. Hughes has dedicated his career to fostering leadership and development in his practices and throughout the dental industry. His entrepreneurial spirit and commitment to growth continue to shape the future of his expanding dental group and the dental space as a whole.

In this Ortho Marketing episode, Dean Steinman is joined by Carl Stoddard, President of Doctors CFO. They discuss how your pricing strategy could be holding your practice back. They dive into the true cost of undercharging, how to evaluate your current pricing, and proven strategies to increase profitability without sacrificing patient satisfaction. If you're looking to boost your bottom line, this is an episode you won't want to miss. Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Carl StoddardCarl Stoddard is an accomplished senior executive, board member, and the President of Doctors CFO, with over 20 years of success across medical, financial, insurance, technology, and software industries. His expertise in corporate finance, financial analysis, and strategic planning has made him a trusted advisor to companies navigating profit and loss management, business model development, and accounting system implementation. Since founding Doctors CFO in 2009, Carl has specialized in providing financial guidance to physician-owned practices, helping clients achieve stability, growth, and expansion in both single-practice and multi-practice settings. His extensive experience in business development, budgeting, and financial planning positions him as a key resource for healthcare professionals seeking sustainable success. Carl holds a Bachelor’s degree in Accounting from Idaho State University and an MBA from Arizona State University. A Certified QuickBooks Advanced Online ProAdvisor with Diamond Status, he is committed to professional development and has gained significant experience in board leadership throughout his career. Outside of his professional life, Carl enjoys spending time with his wife, Stacey, their five children, and three dogs. An avid audiobook listener and music enthusiast, he values creative outlets as a way to relax and recharge.

In this Ortho Marketing episode, Dean Steinman is joined by Rebecca Herring, Director of Healthcare Operations at Rocket Station. They dive into how virtual assistants are transforming the way dental practices operate— from reducing front desk stress to improving patient follow-ups and boosting overall productivity. Discover how you can regain control, streamline operations, and focus more on patient care.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Rebecca Herring, MAADOMRebecca Herring is a seasoned dental coach with over 25 years of hands-on experience in the dental industry, a journey that began in her youth while accompanying her father, a dentist, on humanitarian trips to Guadalajara. During these early experiences, Rebecca discovered the transformative power of dentistry and the importance of compassionate care. Her dedication to making a difference has only deepened since, and today, she empowers dental teams and professionals to unlock their full potential, ensuring they are in roles that not only fit their skills but fuel their passion. With her vast experience, approachable demeanor, and unwavering dedication to helping others succeed, Rebecca Herring is not just a coach but a trusted partner in transforming dental practices from the inside out.For more info: https://rocketstation.com/dental/

In this Ortho Marketing episode, Dean Steinman is joined by Robert Brill, CEO of Brill Media. They discuss how automation is reshaping digital advertising. They dive into programmatic ads, how they improve targeting and efficiency, and what the future holds for marketers. Whether you're new to the concept or looking to refine your strategy, this episode has valuable insights for you. Tune in!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/ About Robert BrillRobert Brill is the CEO of Brill Media, a top white-label media buying agency that eliminates the guesswork from marketing. Under his leadership, Brill Media has earned recognition from the Inc. 5000 and Financial Times 500 a combined 11 times, establishing it as one of the fastest-growing private companies in the U.S. For more information: https://brillmedia.co

In this Ortho Marketing episode, Dean Steinman is joined by Greg Essenmacher, founder of GnA Consult. They discuss the power of team accountability in delivering an exceptional patient experience. They explore strategies for team development, leadership, and creating a culture where every team member plays a vital role in patient satisfaction. Tune in for expert insights on strengthening your practice from the inside out! Ready to elevate your practice?Contact us! https://orthomarketing.com/contact-us/About Greg EssenmacherGreg Essenmacher, a leading expert in Fixed Full Arch dentistry, transforms single office practitioners into successful implant practices through tailored solutions and cross-functional collaboration. As founder of GnA Consult, Greg enhances practice efficiency, patient acquisition, and treatment planning. With a focus on Fixed Full Arch for nearly a decade, he integrates best practices and hosts The Tooth Sleuth podcast. For more information: https://www.dentalconsult4u.com/

In this Ortho Marketing episode, Dean Steinman is joined by John Nabors of FirstClass Aligners. They explore the latest advancements in clear aligner technology, how they’re shaping the future of orthodontics, and what dentists and orthodontists need to know to stay ahead in the industry. John shares his expertise on treatment innovations, patient benefits, and the evolving role of clear aligners in modern dental care.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About John NaborsJohn Nabors is the CEO of FirstClass Aligners Inc., bringing over 30 years of global orthodontic leadership experience from companies like 3M Unitek, Biolux, 3Shape, and StarAligners. He founded FirstClass Aligners with the mission to make teeth straightening simple, affordable, and effective for both doctors and patients.For more information visit https://www.firstclassaligners.com

In this Ortho Marketing episode, Dean Steinman is joined by industry experts Cathy and Samantha Konner from Proviser. They dive into the world of insurance and business growth. Tune in as we discuss key strategies, common pitfalls, and expert tips to help you protect and scale your business effectively!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/ About Cathy KonnerSince 1996, Cathy Konner had been helping her clients from every walk of life, create financial strategies to meet thier goals. In 2020, an invitation to speak at UMDNJ's School of Dental Medicine, changed her direction. Recognizing that the Students, Residents and Faculty were immensely underserved, she decided to focus her business to serve the Dental industry as well as Medical. Fast forward to today, her practice helps over 5,000 clients navigate their personal and business finances. From graduating Dental School to becoming an associate and then transitioning into Practice Ownership, her team does it all. About Samantha KonnerSamantha Konner shifted her career path from being in the Hospitality Industry to joining the Financial Services Industry in early 2018, and with good intent. After a decade in the Hospitality world, an industry that she truly loved, Samantha realized that she was working a job that was no longer satisfying her desire to create experiences. Recognizing that her mother’s practice had become successful in helping others throughout the duration of their lives, not just for a weekend or a night, Samantha decided that her career path should be one of just that - helping others to protect and prosper in their lives. Samantha joined her mother, Cathy, in her practice to work with dental professionals uncover plans that bring security, clarity, and wealth maximization strategies to their futures. For more information, visit www.proviserprotect.us

In this Ortho Marketing Podcast, Dean Steinman is joined by Casey Bull, Chief Operating Officer of MyOrthoVA. They dive into how virtual assistants can transform your practice, from streamlining patient communications and appointment scheduling to managing administrative tasks and improving overall efficiency. Discover practical tips, success stories, and actionable strategies to help you focus on what matters most—providing exceptional patient care. If you're ready to modernize your approach and embrace the power of virtual support, this podcast is for you! Ready to elevate your practice?Contact us! https://orthomarketing.com/contact-us/About Casey BullCasey Bull is the Chief Operating Officer of MyOrthoVA, a leading provider of virtual assistant services tailored specifically for orthodontic practices. With an MBA from Pepperdine University and over a decade of experience in marketing, sales, and client success within the healthcare and dental industries, Casey has a passion for helping orthodontists streamline operations, improve patient care, and grow their businesses. As a published author and speaker at dental conferences, Casey combines her expertise in digital marketing and practice management to offer innovative solutions for the unique challenges faced by orthodontic teams.Contact MyOrthoVA: https://www.myorthova.com/

In this Ortho Marketing Podcast, Dean Steinman is joined by Dr. Amanda Wilson, CEO StraightSmile Solutions. They explore the transformative journey of integrating orthodontic services into an already streamlined practice. Discover actionable insights on balancing efficiency with growth, the benefits of adding orthodontics, and how this strategic move can elevate patient care while boosting revenue.Ready to elevate your practice?Contact us! https://orthomarketing.com/contact-us/About Dr. Amanda WilsonI’m Amanda Wilson, an orthodontist, dental consultant, and dental advisor by profession. After 10 years in private practice in the San Francisco Bay Area, I created StraightSmile Solutions® as an orthodontic consulting company that directly services primary care dentists and their unique needs.I can consult on any orthodontic service, process, vendor, or procedure but ultimately my core values are airway focused (AirwayDontics™), non-extraction, non-surgical, early orthodontic treatment (My Phase 1 Smile™). I met my husband, a general dentist, in dental school at UCSF. When he inquired about adding ortho to his menu of services, he asked which course he should take. I took a deep dive, and I was appalled by the lack of quality, airway focused, holistic, comprehensive orthodontic education for General and Pediatric Dentists. I’ve always loved to teach, and I thought I could help save lives and airways by not only teaching primary-care, oral physicians how to do ortho the RIGHT way but also make the process efficient and productive.On a personal note, I live in Honolulu, and I love spending time with my husband and my teenage kids and volunteering as a Senior Girl Scout® Leader and for USA Swimming® as a N3 Stroke and Turn Judge. I appreciate your support with my small business as I love the flexibility of orthodontic coaching because it allows me to travel with my kids who are both nationally ranked, competitive swimmers. My eighteen-year-old son, Evan, is aiming for 2028 Olympic Trials and currently going through Division 1 recruiting and his fifteen-year -old sister, Olivia, ins’t too far behind him . You make this dream possible for our ohana. Mahalo!

In this episode, host Dean Steinman sits down with consultant Shelley Bostrom to discuss innovative strategies that help healthcarepractices attract more patients while staying agile in today’s fast-paced world. Shelley shares actionable insights on boosting patient acquisition, optimizing response times, and leveraging technology to create an exceptional patient experience. Whether you’re looking to grow your practice or streamline your operations, this conversation is packed with tips to help you adapt and thrive. Tune in to transform the way you connect with patients and ensure your practice stays ahead of the curve!Ready to elevate your practice? Contact us! https://orthomarketing.com/contact-us/ About Shelley BostromShelley Bostrom is the founder and owner of Align My Practice - your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.

In this episode, host Dean Steinman sits down with Shelley Bostrom, a seasoned expert in practice growth, to dive into the strategies that help practices stand out during new patient consults. Shelley shares practical tips for creating a memorable first impression, building trust quickly, and showcasing what makes your practice unique—all essential elements in today’s competitive market.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Shelley BostromShelley Bostrom is the founder and owner of Align My Practice - your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.

In this Ortho Marketing Podcast, Dean Steinman is joined by Blair Feldman, Co-founder & President of Retainer Club. They explore the power of retainers as a tool for patient reactivation. Learn how your practice can leverage retainer programs to re-engage past patients, increase appointment bookings, and strengthen long-term relationships. Tune in!Ready to elevate your practice?Contact us! https://orthomarketing.com/contact-us/About Blair Feldman Dr. Blair Feldman is an orthodontic specialist practicing in the Phoenix area for over 20 years. He was an adjunct professor of orthodontics for 8 years at AT Still university in Mesa, AZ. He was the former team orthodontist for the Phoenix Suns and Arizona Diamondbacks. Presently, he is the cofounder of Retainer Club and Mouthguard Club - 2 great companies that bring online services to top orthodontic practices around the US and soon to be internationally.www.retainerclub.com

In this Ortho Marketing Podcast, Dean Steinman is joined by Adi Campuzano, Founder & CEO of Dedicated Office Solutions. They discuss the critical role of answering your phone promptly and professionally. Learn how your response time can make or break sales and why the first impression on a call is key to winning business.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Adi CampuzanoFounder & CEO of Dedicated Office SolutionsContact: https://www.linkedin.com/in/adi-campuzano-18040111/

Join host Dean Steinman as he uncovers powerful marketing insights with special guest Shelley Bostrom. In this episode, they dive into proven strategies and expert tips to help practices grow and thrive in a competitive landscape! Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Shelley BostromShelley Bostrom is the founder and owner of Align My Practice - your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.

In this Ortho Marketing Podcast, Dean Steinman is joined by Stephane Reinhardt, Director of the Education Program for The CLEAR Institute. They discuss how to elevate practices through the integration of aligners. They also explore how this innovative approach can enhance patient outcomes, boost practice growth, and streamline treatment processes.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Stephane ReinhardtDr. Stephane Reinhardt graduated from the University of Montréal in 1992. He maintains a general practice in Brossard, Quebec, Canada, where he developed a particular interest in orthodontics. In 2004, he introduced Invisalign® in his practice, and in 2015 he was the first Canadian dentist to win the Invisalign Summit Shootout held in Las Vegas. As Director of the Education Program for The CLEAR Institute (www.theclearinstitute.com), he created the MOCA (Master Of Clear Aligner) program and continues to develop courses to help dentists incorporate clear aligners successfully and efficiently in their practices.Dr. Reinhardt is an international speaker, a published author, a (g)nathos Faculty, a guest speaker at the Case Western Reserve University, a member of the AGpO, AGD, ODQ, and MENSA International.When he is not on the road lecturing, Dr. Reinhardt will find any excuse to sit down, relax and play the guitar.

In this Ortho Marketing Podcast, Dean Steinman is joined by Allison Norris, Founder and CEO of Dentele Group, LLC. They discuss the intricacies of dental industry recruitment. From identifying the right talent to integrating cutting-edge technologies in the recruitment process, learn how to navigate the competitive landscape to build a resilient and skilled dental team.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Allison NorrisAfter leaving clinical dentistry in 2018, Allison Norris leveraged her years of experience in the dental industry to launch The Dentele Group, LLC, a recruiting agency that specializes in placing candidates into non-clinical roles. As the founder and CEO, she oversees the strategy, operations, and growth of the agency. Nominated Top Talent’s for Recruiting Agency of the Year and Startup Agency to Watch 2023, the Dentele Group provides a concierge approach to the hiring experience by providing tailored services to both companies hiring and candidates. In addition, she mentors and coaches dental professionals who are looking to transition into non-clinical career paths. Recently awarded Who’s Who in America and the prestigious Denobi Rising Star award, Allison attributes her success to integrity and transparency.

This episode is brought to you by Ortho Marketing in partnership with Synapse. Dean Steinman is joined by George Aliphtiras, Executive Director and Co-founder of Synapse Dental. Learn about the groundbreaking release of the Dental Pain Eraser, a game-changing device designed to alleviate dental pain without invasive procedures. We discuss its impact on the dental industry, how it works, and what this means for patient comfort and so much more!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About George AliphtirasA serial entrepreneur, co-founder of orthodontic/dental and medical imaging companies, all revolutionizing the patient experience, from the first invisible braces (SimpliClear/BioMers), metabolic-liver health handheld diagnostic (Velacur/Sonic Incytes) and now patient comfort with the Dental Pain Eraser from Synapse Dental. With the Dental Pain Eraser, patients can now remove oral discomfort/pain from the entire treatment journey, not just at chairside. Orthodontists and other dental professional can benefit from using the Dental Pain Eraser to differentiate themselves from the competition, by providing the new standard in patient comfort while treating their patients. We know that patients have become a practice's top referral source, surpassing traditional dental colleagues with the rise of social media, so patient experient is critical to practice success. The innovation has been recognized by the AAO, leading to the OrthoInnovator Award, OrthoTank Winner and Investment Recipient and most recently, TechSelect partner for the new category, Patient Comfort.

This episode is brought to you by Ortho Marketing in partnership with Smiles Change Lives. Dean Steinman is joined by Alexis Barclay, Vice President of Smiles Change Lives. They share the transformative stories of children whose lives have been changed through the power of a smile and why practices need to come aboard.Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Smiles Change LivesSmiles Change Lives provides access to life-changing orthodontic treatment for children from families that cannot afford the full cost of braces. The program has treated more than 16,000 children since 1997 and has emerged as the nation’s leader in providing access to orthodontic care for qualified youth.For more info, visit their website: https://smileschangelives.org/