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Hey Docs!

Author: Jill Allen

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Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey.

Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.

Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.

Tune in weekly. Episodes drop every Thursday!
170 Episodes
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“We need to balance efficiency and humanity.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen chats with Amy Cromwell to discuss the critical role of communication in orthodontic practices, emphasizing the evolution of communication methods, the importance of adapting to different generations, and leveraging technology for better patient interactions. They explore the significance of first impressions, the use of analytics to improve communication, and the necessity of training and coaching for staff. The discussion also touches on the balance between efficiency and humanity in communication, the role of AI, and the importance of creating a positive patient experience through effective communication strategies. Connect With Our Guest Jill Allen & Associates - https://www.practiceresults.com/ Takeaways Communication is essential in orthodontic practices.Different generations require different communication styles.Technology has transformed communication methods.First impressions can significantly impact patient experience.Handling communication breakdowns is crucial for patient satisfaction.Analytics can help identify communication gaps.Training and coaching are vital for effective communication.AI can enhance communication but should not replace human interaction.Celebrating progress in communication is important for team morale.Understanding the patient's perspective is key to effective communication.Chapters 00:00 Introduction03:24 Evolution of Communication in Orthodontics05:43 Generational Communication Differences07:08 Effective Communication Techniques08:56 Importance of Positive Communication12:00 Leveraging Technology for Better Communication20:03 New Patient Call Strategies27:15 Analyzing Communication Analytics29:27 The Importance of Technology in Communication33:07 Celebrating Progress and Building Trust35:36 Coaching and Training Programs38:07 Balancing AI and Human Touch41:18 Communication Training and Coaching Packages48:24 Final ThoughtsEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Answer Engine Optimization is the future." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jeff Slater discusses the evolving landscape of digital marketing, particularly in the orthodontic field. He emphasizes the importance of adapting to new trends such as Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO), while still maintaining a strong foundation in traditional SEO practices. The discussion also highlights the critical role of Google reviews, content structuring for AI, and the necessity of leveraging technology to enhance patient engagement and streamline marketing efforts. Connect With Our Guest Kaleidoscope Orthodontic Digital Marketing - https://thekaleidoscope.com/ Takeaways AEO focuses on AI-driven search results and voice assistants.Content should be structured in a Q&A format to align with user queries.Google reviews significantly impact search rankings and visibility.Encouraging detailed patient reviews can enhance credibility.The traditional SEO foundation remains crucial amidst evolving strategies.Regularly testing website functionality is essential for user experience.Utilizing technology like NFC cards can simplify the review process.Marketing strategies must adapt to changing consumer behaviors.Creating engaging content for humans is key to successful marketing.Being proactive in your career can lead to greater opportunities.Chapters 00:00 Introduction01:58 Jeff Slater's Background and Role at Kaleidoscope03:53 AI in Orthodontic Marketing: AEO and GEO Explained12:04 Optimizing Content for AI: Strategies and Tips21:13 Importance of Google Reviews in AI and SEO27:44 Avoiding Review Contests28:43 Leveraging Staff and Close Contacts29:45 Using NFC Technology for Reviews34:30 The Importance of SEO and AI39:49 Testing and Optimizing Your Website44:09 Final Thoughts and Contact Information Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
“Literally 20 million pounds.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the challenges and experiences of transitioning from an associate to a practice owner, the importance of innovative approaches in orthodontics, and the growing focus on sustainability within the industry. Madeleine introduces her initiative, the Tiny Changes Recycling Program, aimed at reducing plastic waste in orthodontic practices. The conversation highlights the significance of collaboration and the future of sustainability in orthodontics. Connect With Our Guest Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com Takeaways Sustainability is becoming a crucial focus in orthodontic practices.The Tiny Changes Recycling Program aims to reduce plastic waste in orthodontics.Collaboration between orthodontists and pediatric dentists enhances patient care.Younger doctors are more inclined towards sustainable practices.Educating patients about treatment options is essential in today's information age.The recycling program is a marketing tool that resonates with environmentally conscious patients.Small changes in practice can lead to significant impacts on sustainability.Chapters 00:00 Introduction01:53 Switching Gears: Sustainability in Orthodontics03:52 The Journey to Eliminating Plastic Bags04:58 Invisalign Recycling Initiative06:50 Challenges and Progress in Sustainability11:33 Tiny Changes Program Details17:35 Subscription-Free Box Program18:17 Sponsorship Challenges and Responsibilities21:11 The Impact of Recycling in Orthodontics23:01 Future Vision for Sustainability26:03 Expanding Tiny Changes29:28 Wrapping Up and Contact InformationEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"We decided to start our own practice." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the importance of early treatment and airway management and the challenges of navigating differing opinions in the dental community. The conversation highlights the need for collaboration, education, and innovative practices in the field of orthodontics. Connect With Our Guest Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com Takeaways Dr. Goodman’ss journey into orthodontics was influenced by her father's career.She started her own dual speciality practice after gaining experience in various orthodontic settings.Maddie emphasizes the importance of early treatment and airway management.She highlights the challenges of navigating differing opinions in the dental community.Chapters 00:00 Introduction02:04 Dr. Goodman's Journey into Orthodontics04:26 Starting a Dual Specialty Practice06:59 Challenges and Decisions in Practice Ownership09:53 Focus on Early Airway Intervention14:47 Collaborative Care and Practice Philosophy16:21 Navigating Patient and Professional Relationships31:30 How to Get in Touch and Learn More33:49 Speed Round and Closing RemarksEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Hiring for fit is crucial; training can follow."Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and Alan Twigg discuss the challenges of hiring and retaining employees in the tight labor market, emphasizing the importance of workplace culture, reference checks, and performance management. They explore best practices for onboarding, the necessity of background checks, and the complexities of HR compliance in today's evolving landscape. The discussion highlights the need for introspection when addressing employee performance issues and the significance of regularly updating HR policies to ensure compliance. Connect With Our Guest Bent Ericksen & Associates - https://bentericksen.com Takeaways Most people don't enter business to deal with HR issues.Hiring for fit is crucial; training can follow.A strong workplace culture helps retain employees.Reference checks should focus on former employers, not personal references.Background checks are essential in today's labor market.Addressing poor performance early is key to retaining good employees.Introspection is important when dealing with underperforming staff.A structured approach to performance management can yield positive results.HR compliance is increasingly complex and varies by state.Regularly updating employee manuals is essential for compliance.Chapters 00:00 Introduction and Guest Introduction01:38 Welcoming Alan Twigg02:13 Background of Bent Ericksen and Associates 05:27 Challenges in Hiring and Retaining Employees09:33 Importance of Reference and Background Checks23:08 Addressing Poor Performance in the Workplace24:37 Addressing Toxic Employees25:31 Introspection and Onboarding27:05 Performance Standards and Expectations29:04 Commitment to Change33:25 HR Compliance and Legal Nuances37:07 Staying Updated with Employment Laws38:16 The Value of HR Compliance42:04 Final Thoughts and Contact InformationEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Staffing is the most challenging part." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs, Dr. Dan Pan and Dr. Fiona Shi from Emerald City Orthodontics share their inspiring journey from residency to starting their own practice. They discuss the challenges and triumphs of launching a startup in a competitive market, the importance of branding and patient experience, and the financial realities of their first year. The couple emphasizes the significance of teamwork, adaptability, and leveraging technology to create a unique practice that stands out in the orthodontic field. Connect With Our Guest Emerald City Orthodontics - https://www.ecortho.io Takeaways Both Dan and Fiona met during their residency and share a strong background in dentistry.They decided to start their practice together after gaining experience in various settings.The couple emphasizes the importance of having a clear vision for their brand and patient experience.They took an unconventional approach by diving 100% into their startup without maintaining associate jobs.Building a strong online presence and community engagement was crucial before opening their practice.They faced significant challenges in staffing and training new team members without prior experience.The couple believes in the importance of a seamless patient experience to stand out in a competitive market.They chose to go digital from the beginning to streamline operations and enhance scalability.Dan and Fiona highlight the need for continuous learning and adaptation in their practice.They aspire to create a strong referral network by collaborating with other dental professionals.Chapters 00:00 Introduction to Emerald City Orthodontics01:07 Journey from Residency to Practice04:52 Deciding to Start a Practice Together10:53 Navigating Competition in a New Market18:52 Building a Unique Brand Experience21:59 Financial Realities of Year One26:54 Building a Trusting Team29:35 Hiring for Potential Over Experience31:48 Training and Developing Staff35:07 Lessons Learned in the First Year36:15 Embracing Digital Transformation42:30 Connecting with Emerald City OrthodonticsEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Learn it till you earn it." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, John D Marvin shares his extensive experience in healthcare and leadership, emphasizing the importance of understanding consumer behavior, building strong teams, and the mindset necessary for success. He discusses the misconceptions young professionals have about leadership, the significance of mentorship, and the need for continuous learning. John also highlights the role of personal reflection in developing a positive mindset and effective leadership skills. Connect With Our Guest John D. Marvin - john@themarvingroup.netTakeaways Understanding consumer behavior is crucial for success in healthcare.Building a strong team is essential for a thriving practice.Leadership is a team sport, not a one-man show.Young professionals should seek mentorship and be coachable.Customer service is often the key to patient satisfaction.Investing in your team leads to long-term success.Mindset plays a critical role in overcoming challenges.Personal reflection helps in developing leadership skills.Continuous learning is necessary for growth in leadership.It's okay to admit you don't know everything.Chapters 00:00 Introduction to John D Marvin06:09 Understanding the Role of Young Professionals14:56 The Importance of Team Dynamics22:54 Investing in Your Team for Long-Term Success26:42 Building a Team for Success27:29 Leadership Lessons for New Professionals35:30 Mindset: The Inner Game of Leadership42:02 The Importance of Reflection in LeadershipEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Identify where you don't want to go." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Kent Miller to dive into the intricacies of demographics and market analysis within the dental industry, particularly focusing on orthodontic practices. Kent shares his journey from urban planning to founding Dentagraphics, emphasizing the importance of understanding market needs, sustainability, and competition when planning for startups or acquisitions. They discuss the significance of evaluating potential locations, the role of data in decision-making, and the innovative tools offered by Dentagraphics to assist practitioners in making informed choices. Connect With Our Guest Dentagraphics - https://www.dentagraphics.com/ Takeaways Kent Miller is the founder of Dentagraphics, specializing in market analysis for the dental and orthodontic industry.Understanding the market for care is crucial for orthodontic practices.Sustainability and alignment with personal vision are key for practice success.Saturation in a market does not necessarily mean failure for practices.Identifying areas to avoid is as important as finding good locations.New construction does not guarantee growth; infrastructure matters.The right demographics must align with the practice's target audience.Data should inform decisions, but it is not the only factor to consider.Dentagraphics offers innovative tools for demographic analysis and market insights.Entrepreneurship in the dental field requires careful planning and data-driven decisions.Chapters 00:00 Introduction to Kent Miller and Dentagraphics03:09 Understanding Market Analysis in Orthodontics06:00 Key Concepts for Startup and Acquisition Planning09:01 Evaluating Potential Locations for Practices12:06 The Role of Real Estate in Practice Success15:03 Analyzing Competition and Market Dynamics18:14 Metrics for Success in Orthodontic Practices22:25 Understanding Demographics in Orthodontics26:07 The Importance of Growth and Infrastructure30:29 Navigating Urban vs. Suburban Practices34:40 Data-Driven Decision Making for Practices38:16 Innovative Tools for Demographic Analysis43:05 Final Thoughts and ResourcesEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"It's about that team mentality." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Dr. Scott Sakowitz shares his entrepreneurial journey from starting escape rooms to opening multiple dental practices. He discusses the challenges and lessons learned from managing multiple locations, the importance of delegation, and building a strong practice culture. The conversation also touches on work-life balance, hiring practices, and the significance of continuous education in maintaining growth. Dr. Sakowitz emphasizes the need for a supportive team and the value of celebrating successes together. Connect With Our Guest Sakowtiz Smiles Orthodontics - https://orlandoorthodontics.com/heydocs@sakowtizsmiles.com Takeaways Dr. Sakowitz's journey began with escape rooms before transitioning to dental practices.Opening multiple practices simultaneously can lead to accelerated growth.Delegation is crucial for managing multiple locations effectively.Work-life balance is essential for maintaining personal well-being.Building a strong practice culture requires intentional effort and team engagement.Hiring the right employees is a process that evolves over time.Celebrating team successes fosters a positive work environment.Continuous education is vital for business growth and adaptation.Understanding the importance of time management can enhance productivity.Creating a supportive team dynamic is key to overcoming challenges.Chapters 00:00 Introduction and Background02:30 Entrepreneurial Journey and Practice Ownership04:42 Challenges and Triumphs of Opening Multiple Practices10:18 Lessons Learned from Startup Experiences14:50 Expanding to a Satellite Practice20:03 The Importance of Delegation and Team Structure23:41 Continuous Growth and Improvement25:56 Balancing Work and Personal Life32:21 Building a Strong Practice Culture34:30 Hiring for the Right Fit35:40 Evolving Employee Dynamics40:48 Empowering Team Members for Success Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"You need to understand what you're about to sign." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Rob Montgomery shares his extensive experience in legal work focused on the dental and orthodontic space. He emphasizes the importance of legal guidance for young dentists, particularly when navigating contracts, lease agreements, and partnerships. Rob discusses common pitfalls in lease agreements, the significance of understanding personal guarantees, and the challenges associated with associate agreements and partnerships. He also addresses the misconceptions surrounding DSOs and encourages young dentists to pursue ownership opportunities while being mindful of the legal implications of their decisions. Connect With Our Guest Robert H. Montgomery, III, Esquire, P.C. - https://www.yourdentallawyer.com Takeaways Rob Montgomery has been practicing law for 30 years, focusing on the dental field.Young dentists must understand the importance of legal guidance when entering contracts.Lease agreements can be complex and often favor landlords, requiring careful review.Personal guarantees in leases can pose significant risks for practice owners.Associate agreements should clearly outline paths to partnership to avoid future disappointments.Partnerships and buy-ins are often the riskiest transactions in dental practices.Minority buy-ins in DSOs can lead to unfavorable conditions for dentists.Dentists should not feel pressured to work for DSOs; ownership opportunities still exist.Having a strong legal and financial team is crucial for success in dental practice ownership.Understanding the business side of dentistry is as important as clinical skills.Chapters 00:00 Introduction and Background of Rob Montgomery02:53 The Importance of Legal Guidance for Young Dentists06:00 Understanding Lease Agreements and Common Pitfalls09:11 Navigating Associate Agreements and Partnerships11:58 The Risks of Practice Buy-Ins and Partnerships24:04 Understanding DSO Partnerships and Their Implications31:17 Navigating Associateship Agreements and Partnership Promises38:40 Advice for Young Dentists in a DSO-Dominated Market  Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"You have to win on Google first." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/SmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Jill and Savvy explore the intricacies of orthodontic marketing, emphasizing the importance of building a strong brand foundation, leveraging online reviews, and utilizing social media effectively. Savvy shares insights on the evolving landscape of marketing, including the significance of “EEAT” (Experience, Expertise, Authority, Trust) in content creation and the necessity of authenticity in video marketing. The discussion also highlights the role of technology in enhancing marketing strategies and the importance of continuous growth in business. Connect With Our Guest Brain Bytes - https://www.brainbytescreative.com/ Takeaways Building a strong brand foundation is crucial for orthodontic practices.Marketing strategies should evolve with the practice's growth and authenticity.Online reviews significantly impact patient trust and practice visibility.EEAT (Experience, Expertise, Authority, Trust) is essential for effective online marketing and SEO.Video content is key for social media engagement and reach.Practices should focus on creating a positive customer experience to drive reviews.Technology can streamline marketing efforts and improve lead management.Authenticity in marketing helps build trust with potential patients.Continuous growth is necessary for long-term success in business.Chapters 00:00 From Film to Orthodontic Marketing: A Unique Journey03:12 Building a Strong Marketing Foundation for Orthodontic Practices05:57 Understanding Brand Tiers in Orthodontics09:08 The Importance of Authenticity in Branding11:59 The Role of Online Reviews in Marketing Strategy15:00 The Impact of Reviews on Consumer Trust and SEO17:59 EEAT: The New SEO Paradigm for Orthodontists23:18 The Importance of Authenticity in Marketing27:13 Harnessing Social Media for Patient Engagement34:01 Building a Smart Tech Stack for Practices41:33 Speed Round Insights and Final Thoughts  Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
“Everything we do is a habit.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/SmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Lesley Logan shares her transformative journey from a corporate job to becoming a Pilates instructor and coach. She discusses the importance of prioritizing oneself, overcoming perfectionism, and creating space for personal and professional growth. Lesley emphasizes the need for effective goal setting and building habits that lead to success, while also addressing the challenges faced by business owners, particularly in high-pressure environments. The discussion is filled with practical strategies and insights that resonate across various industries, making it a valuable resource for anyone looking to enhance their personal and professional lives. Connect With Our Guest Lesley Logan - https://lesleylogan.cohttps://onlinepilatesclasses.com/ Takeaways Lesley's journey began with a corporate job that didn't fulfill her.Pilates helped Lesley connect with herself and discover her true desires.Helping others prioritize themselves leads to better relationships and work environments.Perfectionism can hinder progress and should be managed with kindness.Creating space in your schedule is essential for personal growth.Goals should be broken down into actionable steps that fit into your schedule.Outsourcing tasks can free up time for more important activities.Building habits requires starting small and being consistent.Motivation is not always reliable; focus on creating systems instead.Your unique perspective and passion are what set you apart in your field.Chapters 00:00 Lesley's Journey to Pilates and Self-Discovery06:11 The Impact of Perfectionism on Business Owners12:01 Navigating the Challenges of Entrepreneurship17:53 Creating Space for Self-Care and Growth24:20 Outsourcing for Efficiency27:51 Evaluating and Prioritizing Tasks30:16 The Importance of Delegation34:21 Setting and Achieving Goals39:50 Building Effective Habits Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Before and afters are crucial for trust." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/SmileSuite - http://getsmilesuite.com/ Summary In this conversation, Kayvan Mott, co-founder of The DocSites, shares insights on effective marketing strategies for orthodontic practices. He discusses common mistakes made by orthodontists, the importance of a strong online presence, and how to leverage reviews and testimonials to build trust. Kayvan emphasizes the significance of SEO and Google Ads in attracting patients, as well as the need for effective landing pages. He also provides guidance on choosing the right marketing partner and the importance of transparency in marketing efforts. Connect With Our Guest The DocSites - https://www.docsites.com Takeaways Orthodontists often have a 'set it and forget it' mentality towards marketing.Proactive marketing leads to better results for orthodontic practices.Websites should focus on building trust and showcasing reviews.Convenience features on websites can prevent losing potential patients.Internal tracking of patient sources is crucial for effective marketing.Google My Business profiles are essential for visibility.Quality backlinks are more valuable than numerous low-quality links.Landing pages should be tailored to match ad content for better conversion.Understanding the importance of reviews can significantly impact practice visibility.Choosing a marketing partner requires assessing their experience and transparency.Chapters 00:00 Introduction to Kayvan Mott and The DocSites02:31 Common Marketing Mistakes in Orthodontics05:59 The Importance of a Strong Website11:53 Leveraging Reviews and Testimonials17:58 The Future of SEO and Online Marketing23:40 The Importance of Quality Links24:47 Optimizing Your Google Business Page26:54 The Role of Blogging in SEO27:17 Understanding Google Ads and Patient Quality29:20 Preparing Your Practice for Advertising31:48 Maximizing Google Ads Effectiveness34:47 The Power of Landing Pages37:11 Choosing the Right Marketing Partner Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"You need to have someone that owns it." Connect With Our SponsorsOrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025GreyFinch - https://greyfinch.com/jillallen/SmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and future trends in orthodontic software. Jake emphasizes the need for practices to adapt to changing technologies and patient expectations while providing advice on selecting the right software for individual needs. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways Jake has been in the dental and orthodontic space for almost 20 years.GreyFinch aims to change the practice management landscape.AI is disrupting traditional orthodontic practices by improving efficiency.Automation can help practices reduce staffing needs and improve workflows.Open APIs allow for better integration with third-party tools.Practices need to identify bottlenecks to improve efficiency.The future of orthodontics will heavily involve AI and automation.It's essential to have a champion in the office for practice management software.Practices should focus on what their patients want, not just what they want.Choosing the right practice management software is crucial for long-term success.Chapters 00:00 Introduction to Jake and GreyFinch02:51 The Impact of AI on Orthodontics05:58 Maximizing Practice Management Software08:53 Automation in Dental Practices12:05 Understanding and Implementing New Features15:01 Identifying Bottlenecks and Workflow Efficiency20:34 Automating Collections and Workflow Efficiency21:37 Understanding Open APIs and Integrations24:10 Future-Proofing Your Practice Management Software25:55 The Role of AI in Practice Management28:38 Adapting to Change in the Orthodontic Industry31:55 Key Considerations for Choosing Software35:32 Final Thoughts and Industry Trends Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
“You just have to be yourself." Connect With Our SponsorsOrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Summary In this conversation, Dr. Grant Severs shares his journey into orthodontics, detailing the challenges he faced when starting his own practice after a deal fell through. He emphasizes the importance of authenticity, delegation, and building a strong team. Grant discusses the lessons learned in his first two years of practice, including the significance of patience and the need for continuous learning. He also shares his personal mantras that guide his professional life and offers advice for those starting their own practices. Connect With Our Guest Severs Orthodontics - https://www.seversorthodontics.com Takeaways Grant's journey into orthodontics began with a family friend who mentored him.The importance of having a backup plan when starting a practice.Building a team and delegating tasks is crucial for success.Authenticity in branding and patient care is essential.Patience is key; success takes time and effort.Learning from mistakes is part of the growth process.Communication with team members helps solve problems effectively.It's important to have a support network of colleagues.Embracing imperfections in practice leads to better patient care.Continuous learning is vital for personal and professional development.Chapters 00:00 Introduction to Dr. Grant Severs02:49 Journey into Orthodontics06:10 The Challenge of Starting a Practice09:05 Navigating the First Year of Practice12:00 The Importance of Delegation15:05 Mind Shifts in Year Two18:00 Building a Practice Culture21:06 Authenticity in Business24:40 Building a Memorable Brand27:17 Lessons from Humbling Experiences30:02 The Value of Startups vs. Associateships33:37 Continuous Learning and Networking36:22 Key Mantras for Success41:36 Encouragement for New Practitioners Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Relationships are what sell orthodontics." Connect With Our SponsorsOrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025GreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Jill hosts Beth and Jeff, two seasoned experts in orthodontic marketing. They share their journeys in the industry, the formation of their company, Orthodontic Revolution, and the importance of referrals in driving patient acquisition. The discussion delves into leveraging technology and AI to enhance patient experiences and marketing strategies, while also addressing cringe-worthy practices and the significance of branding. The episode concludes with a speed round of insightful questions, offering valuable advice for orthodontic professionals. Connect With Our Guest Orthodontic Revolution - https://orthodonticrevolution.com/ Takeaways Beth has over 25 years of experience in orthodontic marketing.Jeff and Beth met while working with Align Technology.Orthodontic Revolution combines their strengths in marketing and technology.Referrals account for 80% of patient acquisition in orthodontics.AI can enhance patient experiences and streamline operations.Branding is crucial for long-term success in orthodontics.Many practices overlook the importance of professional marketing expertise.Cringe-worthy marketing practices can harm a practice's reputation.Technology should be integrated thoughtfully into marketing strategies.Building relationships is key to successful orthodontic marketing.Chapters 00:00 Introduction to Industry Experts02:53 The Journey into Orthodontic Marketing06:04 The Birth of Orthodontic Revolution09:00 The Evolution of Marketing in Orthodontics12:00 Understanding Patient Referrals14:59 Innovative Technologies in Orthodontic Marketing18:00 Referral Retriever: A New Approach21:08 Creating Magic Moments for Referrals24:00 The Future of Orthodontic Marketing31:55 Engaging Patients Through Technology33:53 The Role of AI in Orthodontics38:58 AI's Impact on Patient Experience44:01 Marketing Trends and Challenges55:06 The Future of Branding in Orthodontics Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"Trust but verify the facts." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this episode, Jill Allen interviews dental attorney Levi Barlavi, who shares insights on the importance of understanding the 'why' behind practice ownership, the emotional readiness required for new business owners, and the risks involved in starting or acquiring a practice. Levi emphasizes the need for a supportive team and the value of asking for help, while also discussing common mistakes made by first-time buyers. The conversation also touches on Levi's rebranding to Polished Legal and the importance of continuous growth and adaptation in the dental industry. Connect With Our Guest Polished Legal - https://www.polishedlegal.com Takeaways Understanding your 'why' is crucial for practice ownership.Having a clear vision can guide your career decisions.Emotional readiness is key when starting a business.Risk is inevitable; understanding it is essential.First-time buyers should seek experienced counsel.Don't hesitate to ask for help from mentors.Trust but verify during negotiations.A good negotiation should feel uncomfortable for both parties.Less than 1% of bank loans default, indicating manageable risk.Surround yourself with supportive cheerleaders.Chapters 00:00 Introduction to Dental Law and Practice02:14 Understanding the 'Why' Behind Practice Ownership06:37 Emotional Readiness for Business Ownership10:14 Evaluating Risks in Practice Ownership17:57 Common Mistakes for First-Time Buyers22:30 Navigating Early Career Challenges22:59 The Importance of Asking Hard Questions23:59 Due Diligence in Business Transactions25:12 Negotiation as a Collaboration27:54 The Value of Rejection in Business Deals29:02 Rebranding for Growth and Expansion30:01 The Journey of Entrepreneurship34:57 Advice for Aspiring Practice Owners41:00 Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"I was getting very burnt out." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Dr. Liz shares her inspiring journey to becoming an orthodontist, detailing her unexpected entry into the field, the challenges she faced while transitioning from New York to opening her own practice in Asheville, and the health issues that arose during this time. She emphasizes the importance of community, authenticity, and resilience in overcoming adversity, and discusses her unique marketing strategies that helped her establish a strong presence in her new location. Dr. Liz's story is a testament to the power of perseverance and the impact of genuine connections in both personal and professional realms. Connect With Our Guest Everyday Orthodontics - https://www.everydayortho.com Takeaways Dr. Liz's journey to orthodontics was unexpected and filled with challenges.She emphasizes the importance of community and patient care in her practice.Overcoming health challenges taught her resilience and determination.Authenticity in marketing helped her connect with the community.Building a practice requires hard work and dedication, especially in the face of adversity.Dr. Liz's unique approach to patient consultations fosters trust and comfort.She believes in the power of genuine interactions with patients.The support of mentors and peers is crucial in navigating the challenges of practice ownership.Dr. Liz's experience with a natural disaster highlighted the strength of community support.Staying true to oneself is essential for success in any field.Chapters 00:00 Journey to Orthodontics: A Serendipitous Path10:00 Transitioning from New York: The Decision to Open a Practice19:03 Overcoming Adversity: The Challenges of Opening a New Practice25:54 Health Challenges: A Personal Battle33:54 Building a New Life: Marketing and Growing the Practice35:17 Navigating the First Year: Challenges and Triumphs51:25 Community Resilience: Overcoming Adversity Together58:00 Reflections and Advice: Embracing the Journey Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"We can't just run an office in chaos." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this episode, Jill and Casey Bull discuss the importance of effective team management and goal setting in orthodontic practices. Casey shares insights on implementing OKRs (Objectives and Key Results) to enhance team performance and accountability. They explore the concept of '10 state' to define excellence in roles, the significance of structured team meetings, and the need to prioritize big goals over daily tasks. The conversation emphasizes fostering a culture of accountability while maintaining a supportive environment for team members. Connect With Our Guest CascadEffects - https://www.cascadeffects.com Takeaways Casey Bull emphasizes the need for impactful change in orthodontic practices.OKRs help clarify objectives and measure progress effectively.Leading KPIs are crucial for proactive management.Defining a '10 state' helps teams strive for excellence.Structured meetings enhance team accountability and focus.Rocks and sand analogy illustrates prioritization of goals.Accountability should be framed as support, not criticism.Self-care is essential for productivity and balance.Open-mindedness can lead to better practices and outcomes.Effective communication tools can streamline team interactions.Chapters 00:00 Introduction to Cascade Effects and Casey's Journey03:07 Understanding OKRs in Orthodontic Practices06:00 Implementing OKRs: Practical Steps for Success08:55 The Importance of Measuring Team Performance11:58 Defining the 10 State: A New Approach to Goal Setting19:29 Understanding the Big Picture in Team Dynamics21:26 The Importance of Structure and Goal Setting22:54 Effective Team Meetings: Engaging Everyone25:54 Navigating Team Accountability and Feedback29:01 Implementing Rocks: Prioritizing Big Objectives33:11 Balancing Accountability and Team Autonomy Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
"We do not want to try to time the market." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways Brittany Frazier is a financial planner and CPA at Cain Watters.The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.Women tend to invest for security and specific goals, while men prioritize performance.Education is key to building confidence in financial decision-making for women.Women often take longer to make investment decisions compared to men.The importance of aligning financial plans with individual and couple goals.Advisors should help clients define short-term, mid-term, and long-term goals.Women are less confident in financial decisions than men, leading to under-investing.It's crucial to understand the different investment strategies of men and women.Delegation is important for personal and professional growth.Chapters 00:00 Introduction to Brittany Frazier and Cain Watters03:03 The Evolution of Financial Planning for Women05:53 Understanding the Great Wealth Transfer09:03 Women and Financial Confidence11:51 Investing Strategies: Women vs. Men14:58 The Importance of Education in Financial Planning17:56 Generational Shifts in Financial Perspectives21:15 Understanding Couples' Perspectives in Financial Advising23:09 Defining Goals and Values in Financial Planning25:33 Investing with Purpose: Time Horizon and Risk Tolerance27:51 The Importance of Financial Advisors31:31 Mindset Blocks for Women in Investing34:44 Overcoming Fear in Financial Decisions37:27 The Importance of Long-Term Investment Strategies40:34 Final Thoughts and Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!
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