DEO's Growth Secrets Podcast for Dental Organizations

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.

Brandon Moncrief, CEO & Principal of McLerran & Associates, shares his expertise on what drives high valuations in dental practices. He explains that practices with $1M–$3M in EBITDA are currently the most sought after. The conversation highlights the dangers of owner-dependence and why improving same-store revenue is crucial. Moncrief emphasizes that profitability should take precedence over mere expansion and underscores the significance of accurate financial assessments in maximizing practice value for potential sales.

Shreyas Parab, CEO of Daydream and son of a dental practice owner, shares his journey through the complexities of billing and collections. He reveals how $800,000 in unpaid claims led to innovative solutions using AI to improve revenue cycle management. Shreyas highlights the pressing need for dental practices to embrace technology to reduce inefficiencies and stress. He discusses the transformative role AI plays in enhancing accuracy and efficiency, ultimately helping practices get paid while preserving their teams' well-being.

Are you overspending on dental supplies without even realizing it? In this episode, we sit down with Brad Freeman, Founder & CEO of SourceClub, to uncover how most practices are silently bleeding money through outdated procurement habits. Brad shares the real math behind supply costs, the hidden fees most GPOs don’t talk about, and why SourceClub's model is saving DEO members thousands. If your supply spend is creeping above 6%, this conversation might be exactly what you need to hear. 🎙️ Learn more about Brad Freeman and SourceClub: https://www.sourceclub.com 📞 Connect with Brad directly to get a free savings analysis! bfreeman@sourceclub.io 🔗 LinkedIn: https://www.linkedin.com/in/bradfreeman20/

In this discussion, Ashley Valdivia, an Account Executive at BILL specializing in dental organizations, reveals how automation can revolutionize financial management in dental practices. She shares compelling stories of practices that have trimmed their financial workload by integrating digital solutions, moving away from outdated paper methods. The conversation also dives into overcoming mindset challenges for dental entrepreneurs and the impact of adopting technology on efficiency and growth.

Are rising credit card fees quietly draining your profits? One DEO member noticed an extra $10K in their account—and it wasn’t magic. In this episode, Emmet Scott chats with Roman Shtimerman, Director of Operations, and Steven Patala, Director of Sales, from Nadapayments about how dental practices can reduce processing costs without upsetting patients. They break down compliance myths, explain patient-friendly payment scripting, and share how simplifying collections can unlock serious cash flow. If you’ve ever wondered how to keep more of what you earn, this conversation is worth your time. 👇 Learn more about Nadapayments & how they support dental practices: 🔗 Visit: Nadapayments.com 📞 DEO Members: Find Nadapayments' contact info under the Dental Vendor Directory in the DEO App!

This discussion highlights that problems in dental practices don't disappear with growth; they often multiply. J.W. shares insights on leadership struggles, emphasizing effective communication and the need for delegation. The conversation covers innovative solutions like AI to streamline operations and the importance of structured onboarding for new team members. Listeners are encouraged to build connections and explore resources that can help tackle common challenges in dental practice management.