Dentists Who Invest Podcast

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/heres-how-to-get-more-patients-and-minimise-white-space-with-marius-satraru———————————————————————Empty chairs aren’t fixed with louder ads; they’re fixed with smarter systems. We dive into the real reasons diaries have white space and map a practical route from first click to accepted treatment, together with Marius Satraru of Align Media, who builds lead engines for dental practices. Rather than throwing money at SEO or Google Ads, we explore how to repair the funnel: a website that looks human and loads fast, multiple ways to convert (booking, forms, click‑to‑call, chatbot), and a CRM that treats your database as an asset instead of an afterthought.We get specific about the moments where leads leak. Missed calls after hours quietly erase demand, so we talk through AI reception as a night‑shift helper that books or sends links, speeding response without replacing your front desk. Follow‑up time matters just as much; personalised auto‑replies that reference the enquiry keep attention and reduce comparison shopping. We also unpack why fee pages cause exits, how a deposit policy can be tested to lower friction, and why clear finance options and next steps turn price browsing into bookings. For campaigns like Invisalign open days, we show how to start with your existing database: targeted emails, plain‑English benefits, strong subject lines, and simple booking paths.Once foundations convert, then scale. That’s when SEO earns clicks and ads make sense, especially with focused landing pages that mirror ad promises and track results beyond leads to booked revenue. Throughout, we use a simple rule: stop self‑diagnosing. Audit answer rates, response speed, website conversion, CRM automation, and email cadence; fix the largest drop‑offs first, then widen the top of the funnel with the right channels. Want the full checklist and examples you can act on today? Listen now, subscribe for future deep dives, and leave a quick review with your biggest bottleneck—we’ll tackle it next.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/what-corporate-structure-should-i-use-for-my-dental-practice-with-ray-goodman———————————————————————Want a structure that protects your personal assets, trims your tax bill, and makes selling your practice smoother? We sit down with specialist dental solicitor Ray Goodman to translate legal jargon into practical choices for dentists—when to stay as a sole trader, when a limited company pays off, how partnerships really work, and why “expense sharing” can quietly turn into a partnership with joint and several liability. If you’ve ever wondered whether dividends beat salary, who can be a director or shareholder, or how to keep decision‑making fair between owners, this conversation gives you the playbook.We pull apart the mechanics of limited companies—the corporate veil, director duties, and the underrated advantage of flexible ownership that can include non‑DCP shareholders provided you meet the director rule. We compare this with partnerships, highlighting the risk of being chased for your partner’s debts and the absolute need for watertight agreements covering drawings, profit splits, deadlocks, and exits. We also examine expense sharing arrangements and explain why, if money is pooled with a view to profit, the law likely treats that as a partnership regardless of the label.Thinking about incorporating an NHS contract? Ray outlines the real pathway: local area team discretion, novation agreements, and the welcome shift in guidance around personal guarantees and time‑limited obligations. We also tackle UDA value conditions that can attach to incorporation and show how to weigh the tax benefits against possible rate reductions. Rounding it out, we look at LLPs, when they make sense, and why many dental accountants still favour limited companies for scalability and sale readiness.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

In this engaging discussion, Luke Hurley, an independent financial adviser and founder of Videre Financial, reveals essential insights on income protection for dentists. He highlights the top five costly mistakes dentists make with their income protection policies. Luke emphasizes the urgency of securing coverage early to avoid high premiums and exclusions. He also explores the balance between deferred periods and personal finances, the importance of accurate underwriting, and how to tailor coverage to specific income structures. Don't miss these valuable strategies!

Join Maja Thompson and Kimberley Parker from Henry Schein, experts in dental practice acquisitions and finance, as they demystify the world of buying a dental practice. They discuss the current market trends, emphasizing how independent buyers are reshaping acquisition dynamics. Key considerations like practice location, financing options, and due diligence are highlighted, alongside expert tips on legal steps and onboarding support. Their combined experience promises invaluable insights for anyone looking to step into practice ownership.

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/video/1———————————————————————What if the key to financial freedom isn't working harder, but thinking differently about money altogether? That's the powerful premise behind this conversation with Dr. James Martin, founder of Dentists to Invest and a pioneer in financial education for dental professionals.From an accidental entry into dentistry (thanks to a cousin's suggestion) to creating the UK's largest financial community for dentists, James shares the unconventional journey that led him to discover his true calling. After qualifying from Leeds in 2016, he pursued clinical practice while quietly nurturing a parallel passion for finance and investing. The pivotal moment came during recovery from knee surgery in 2020, when he spotted a critical gap – UK dentists lacked a dedicated platform for financial discussions tailored to their unique circumstances.The growth of Dentists to Invest reflects a profound hunger among dental professionals for financial knowledge that traditional education never provided. James reveals how he maintains the community's high standards and value, carefully vetting contributors and ensuring the platform delivers genuinely useful content rather than becoming a marketing playground.The conversation takes a fascinating turn when exploring how artificial intelligence is revolutionizing financial planning for dentists. From AI-generated CPD content to sophisticated financial modeling that considers countless variables, these tools are creating unprecedented opportunities for practice owners to make better decisions with less effort. Most dental practices, James notes, remain stuck in outdated systems – presenting enormous potential for those willing to embrace innovation.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/got-crypto-listen-to-this-to-make-sure-you-dont-break-any-tax-rules-with-emily-bingham———————————————————————We've brought in crypto-specialist accountant Emily from Alexander & Co to demystify the complex world of cryptocurrency taxation specifically for dental professionals. This comprehensive guide walks you through everything from basic capital gains calculations to the nuanced tax implications of staking rewards and stable coin investments. With capital gains tax rates now at 18% for basic rate taxpayers and 24% for higher rate taxpayers, getting this right is essential for your financial wellbeing.The conversation reveals several potential pitfalls that catch many dentists by surprise. Did you know that the "30-day rule" could create tax liabilities even when you believe you've made losses? Or that staking rewards are subject not only to income tax at your marginal rate but also to student loan repayments? For higher-rate taxpayers with outstanding student loans, this means nearly half of your staking rewards could be claimed by HMRC and the Student Loans Company combined.Looking ahead, we explore the seismic shift coming in January 2026 when the Crypto Asset Reporting Framework makes it mandatory for exchanges to share your data with tax authorities. With 52 countries already committed to this global initiative, the window for getting your crypto tax affairs in order is closing. Emily shares practical advice on voluntary disclosure and how to minimize penalties if you haven't been fully compliant.Don't miss this opportunity to claim free verifiable CPD by completing the short questionnaire linked in the description. Equip yourself with the knowledge to confidently manage your crypto investments while staying firmly on the right side of HMRC regulations.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>>  https://www.dentistswhoinvest.com/video/1———————————————————————What happens when a dentist's unexpected knee surgery becomes the catalyst for a financial education revolution? Dr. James Martin, founder of Dentists Who Invest, shares his remarkable journey from clinical practice to creating a thriving platform helping dental professionals achieve financial freedom.Martin's story begins with a familiar feeling many professionals experience—the nagging question of "is this all there is?" Despite enjoying aspects of clinical dentistry after graduating from Leeds in 2016, he found himself drawn to learning about finance and investment strategies. "I thought this is what adults do," he explains, not realizing these self-taught skills would eventually form the foundation of his future business.The turning point came during recovery from knee surgery in 2020, when Martin created a Facebook group to share basic financial knowledge with fellow dentists. What started as simple educational posts about ISAs and pensions organically evolved as members reached out for personalized guidance. This natural demand led to courses, partnerships with financial advisors, and eventually establishing a regulated financial planning firm specifically for dental professionals.Martin's insights into entrepreneurship are refreshingly honest. "A calm sea never made a strong sailor," he shares, emphasizing that resilience and the ability to view setbacks as learning opportunities are crucial for success. His approach to networking—making time for everyone who reaches out and maintaining positive relationships even through difficult interactions—has been instrumental in building his business.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/what-to-do-when-you-sell-your-dental-practice-with-luke-hurley-and-anick-sharma———————————————————————Are you a dentist looking to grow your wealth? You can connect with Luke and Anick here: https://www.viderefinancial.com/investment-options-review———————————————————————The decision to sell your dental practice represents a pivotal moment that can shape the rest of your life—yet many dentists find themselves unprepared when that day arrives. In this comprehensive exploration, financial planning experts Luke Hurley and Anik Sharma reveal the critical strategies that can maximize your practice valuation while ensuring financial security throughout retirement.Far too often, practice owners focus solely on achieving the highest possible sale price without understanding their true "number"—the amount needed to sustain their desired lifestyle indefinitely. Through powerful financial modeling, we demonstrate how calculating your lifetime consumption needs can transform both your negotiation position and post-sale strategy. One revealing example shows how a seller remained deadlocked over a figure far higher than what financial planning revealed they actually needed to live comfortably for life.Beyond the numbers, we explore the emotional dimensions of practice transitions. Your identity may be deeply intertwined with your professional role, making the psychological adjustment as important as the financial one. For those considering earn-out arrangements, we discuss the unique challenges of answering to new owners while watching changes to the business you've built.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>>  https://www.dentistswhoinvest.com/video/1———————————————————————Have you ever wondered why some professionals seem to effortlessly build wealth while others with identical incomes struggle financially? The answer lies not in how much money you make, but in your fundamental approach to growing and managing wealth.This eye-opening discussion challenges conventional wisdom about career progression and financial planning. We explore the provocative concept of "retiring at 21" – not as a universal goal, but as a framework for understanding how early financial decisions compound dramatically over time. While building wealth rapidly brings advantages, we candidly discuss why acquiring money before gaining life experience can sometimes be problematic.The conversation introduces a powerful metaphor that could transform your financial thinking: the "financial pie." Most people approach their finances assuming they must divide a fixed resource between current lifestyle and future savings. The breakthrough comes when you realize you can dramatically increase the size of your pie through strategic career development, business ownership, and intelligent investing strategies.For healthcare professionals and especially dentists, we outline a specific roadmap to financial independence: first becoming an exceptional, high-grossing associate to generate substantial cash flow, then strategically investing in both skills and assets, and potentially leveraging that foundation to establish associate-led practices. This multi-stage approach creates both immediate income and long-term wealth.Whether you're a student planning your career or an established professional looking to accelerate your wealth-building journey, this conversation provides a refreshingly honest look at what really works. By learning from others' experiences rather than making every financial mistake yourself, you can chart a faster, more direct course to true financial freedom.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/———————————————————————Collect unlimited free verifiable CPD for UK Dentists here >>>  https://www.dentistswhoinvest.com/video/1———————————————————————Ever wondered how some dentists manage multiple thriving practices while others struggle with just one? The secret lies in systems, delegation, and understanding your unique value proposition.Dr. Chetan Matthias joins us to reveal how he built four successful dental practices (three associate-led) performing 700+ implant surgeries and 460+ clear aligner cases annually. At the heart of his approach is a carefully designed patient journey that maximizes efficiency while delivering exceptional patient care.The conversation begins with marketing fundamentals—why establishing a clear USP (Unique Selling Proposition) is essential in today's competitive landscape. Dr. Matthias shares how one patient video testimonial from 2022 continues generating leads years later, demonstrating the power of authentic patient stories as marketing assets.What truly sets his practice apart is the systematic patient journey he's created. From a dedicated Patient Growth Coordinator who responds to leads within 30 minutes to Treatment Coordinators who conduct initial consultations, each step is designed to deliver consistent experiences while limiting the dentist's involvement to only essential clinical tasks. By the time patients meet Dr. Matthias, they've already been pre-qualified, requiring just 5-10 minutes of his time.We explore the science of team building—how personality assessments ensure team members' natural strengths align with their responsibilities, creating a high-functioning environment. Dr. Matthias shares insights on establishing KPIs, maintaining accountability, and conducting exit interviews to continuously improve practice operations.Looking toward the future, we discuss embracing technology and AI to improve efficiency while reducing staffing dependencies. For dentists feeling overwhelmed, Dr. Matthias offers practical advice: start with just one system and build from there.Whether you're an associate or practice owner, this episode provides actionable strategies to increase profitability, improve patient experience, and create a dental business that runs smoothly even when you're not present.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text