DEO's Growth Secrets Podcast for Dental Organizations

In this engaging discussion, Richard Del Monte, a seasoned partner advisor at Allworth Financial with over 35 years of experience, shares eye-opening insights for dental practice owners. He argues that traditional financial strategies are outdated and reveals how the 60-40 portfolio approach fails to maximize wealth. Richard delves into alternative investments, including private assets, and discusses the benefits of direct indexing and advanced tax strategies. He warns against common investing pitfalls and emphasizes the importance of finding a holistic financial advisor.

Dr. Laxmi Reddy and Dr. Vaibhav Rai, co-owners of Smile Loft Dental, share their journey from one to ten dental practices. They delve into the importance of fostering company culture and adapting leadership as a team grows. The duo highlights the pitfalls of promoting loyalty over skill and the need for specialized training in leadership. They also discuss the role of AI in enhancing diagnostics and patient engagement, emphasizing that human change management is essential for successful technology adoption.

What if one tweak in treatment consultations increased case acceptance 30%? In this episode, Kendall sits down with Patrick Johnson, Head of Customer Experience at Rilla, to unpack the hidden moments that decide whether patients say yes to treatment. Patrick shares how one dental group saw treatment acceptance increase 48% in just three months, why many treatment coordinators don’t ask for the close, and how AI coaching exposes patterns like doctors downselling or coordinators doing 75% of the talking. Think of it as game tape for your dental team—every conversation gets sharper, and more patients commit to treatment.   🎙️ Learn more about Rilla at Rilla.com 📄 Want proof it works? Download Rilla’s one-pager to see partner results, case acceptance gains, and the ROI numbers behind their AI tool 👉https://bit.ly/46A5n01   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Join futurist Seth Mattison, founder of FutureSight Labs, as he explores why hope is the key leadership tool in times of disruption. He discusses the interplay between hope, agency, and leadership vision, emphasizing how these elements help teams shape a better future. Seth also shares insights on how entrepreneurship fosters personal growth and introduces the IDOPE framework for maximizing actions. Plus, he highlights the need for human connection in the age of AI and promotes regenerative practices to enhance leadership without burnout.

Brannon Moncrief, CEO of McLerran & Associates, dives into the critical exit mistakes that can cost dentists millions. He reveals how doctor turnover and hasty tech changes can derail sales. Brannon emphasizes the heightened interest from private equity in practices with $500k–$5M EBITDA, but warns dentistry isn’t immune to inflation. He outlines essential strategies for smart transitions and preparing practices for sale, ensuring owners aren't just surviving but thriving in a competitive market.

What happens when the traditional dental model can’t reach the patients who need care most? That’s the problem Dr. Kwane Watson set out to solve. In this episode, he shares how his pivot to mobile dentistry brought care to over 7,000 patients last year across Kentucky and Georgia. You’ll hear how he turned a failed app into a thriving model, managed overwhelming demand with 31,000 calls in a year, and why convenience—not location—is shaping the future of dentistry. 📬Connect with Dr. Kwane at kwane@kare.mobi or on Linkedin: https://www.linkedin.com/in/kwane-watson-99548076/ 🎯 Feel like you’re stuck working harder while profits flatline? You’re not alone. DEO Members like Dr. Kwane Watson are proving you can scale smarter—adding profit, building stronger teams, and buying back your time. 👉 Schedule your free Growth Accelerator Call today and take the first step toward joining the DEO community: https://bit.ly/4iGVjal

What if you could cut no-shows in half and turn uninsured patients into your most loyal ones? In this episode, Dave, CEO of Clerri (Formerly Kleer + Membersy), shares how membership plans are changing the way practices grow. Patients come back more often, accept more treatment, and spend more with confidence. You’ll hear the simple steps to set it up in your practice, from one-minute sign ups to front desk workflows, and how it gives you the power to move away from low value insurance on your own timeline. 🎯 Want to see how membership plans could work for your practice? Visit https://clerri.com/ 📱 Connect with Dave and the Clerri team: Facebook: https://www.facebook.com/Clerri/ Instagram: https://www.instagram.com/clerri_official/ LinkedIn: https://www.linkedin.com/company/clerri/   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Are you earning seven figures but still feel financially uncertain about retirement? You've built a successful practice and accumulated wealth, but you're not sure when you can actually step back. In this episode, Laurie Ingwersen from Allworth Financial breaks down the "Seven-Figure Dilemma" that many high-earning dentists face. She walks us through how cash balance plans let you contribute six figures annually while slashing your current tax bill. She shares an incredible story about one dentist who saved $1.8 million over ten years using these exact strategies. From there, we explore Roth conversions and charitable giving tactics, plus why your spending habits matter more than your total assets when planning your exit strategy.   📞Connect with Laurie Ingwersen: LinkedIn: https://www.linkedin.com/in/laurieingwersen/ 💼 Schedule a call: https://allworthfinancial.com/our-team/laurie-ingwersen 📅   Download these FREE resources from Allworth Financial 👉https://bit.ly/4oGVWEw Cash Balance Combo Plan Guide for Dental Practice Owners Tax Planning Tips Guide for Dental Professionals Financial Planning Checklist for Dental Professionals   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Are your patients saying no because they’re scared, not because they can’t afford it? For so many people, the thought of sitting through a long, painful appointment is enough to put their health on hold. In this episode, Kendall Hussein talks with Leah Zipperstein (Head of Strategy) and Clay Griffith (Head of Growth) from Vesper Institute about the real reason patients avoid care, especially when they need a lot of work. They explore how IV sedation can turn fear into relief, help patients finally say yes, and allow dentists to deliver the treatment their patients desperately need—while filling their schedule with fewer reschedules and more impact.   👇 Want to connect with Vesper Institute? 🔗 Website: https://vesperinstitute.com/ 📸 Instagram: https://www.instagram.com/vesper_institute/ ▶️ YouTube: https://www.youtube.com/@VesperInstitute 💼 LinkedIn: https://www.linkedin.com/company/vesperinstitute 📘 Facebook: https://www.facebook.com/vesperinst   💡 Running your practice shouldn’t feel like survival mode. Join DEO's Growth Secrets Newsletter, the daily email with real tips on growth and profitability. 👉 Subscribe Now: https://deodentalgroup.com/newsletter/

Dr. Ben Oppenheimer, a leading expert in dental implants and a fellow of the International Congress of Oral Implantologists, talks about the surprising drawbacks of being the top producer in a dental organization. He discusses the transition from clinician to leader while scaling to 7 practices. Ben shares insights on the importance of mentorship and building a strong team to overcome the bottleneck of personal productivity. He emphasizes viewing employees as valuable assets and harnessing AI to improve efficiency and patient satisfaction.