The Progressive Dentist: Recent Episodes
Craig Cody
This podcast is designed to help who I call Progressive Dentists. So who is a progressive dentist? This is a dentist that loves what they do, but they want to grow their business. They like their practice, but don't want to always be stuck behind the chair. Essentially, they want to treat their practice like the business it is. These are sharp individuals who have worked with marketing firms, consultants, gone to events, continued to learn and have really pushed the growth of their business! But it feels like all the extra money they make from all that hard work, seems to just walk right back out the door again. These are the dentists I want to help. The ones who care about their patients and their business. The ones who strive for more, but are at a disadvantage because they don't understand all the ways their business can, and should, be working for them financially.
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session.
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: https://www.linkedin.com/in/craigcodycpa
DOUGLASS LODMELL is Managing Partner of Lodmell & Lodmell, P.C., one of the nation’s leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. Today, Douglass’ law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors, and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also the author of the book The Lawsuit Lottery: The Hijacking of Justice in America.
What You Will Learn:
- Douglass’s journey as an asset protection attorney
- The asset protection structure Douglass created specifically for dental practitioners
- The most common asset protection mistakes dentists make and how to avoid them
- Asset protection vs. insurance, and how to determine what is best for your practice
- How asset protection ties into tax strategy in the dental industry
- How to protect your assets by setting up a trust
How to contact Douglass Lodmell:
- Website: https://www.lodmell.com/
- LinkedIn:
- https://www.linkedin.com/in/douglasslodmell
- https://www.linkedin.com/in/douglasslodmell
- Facebook: https://www.facebook.com/offshoreassetprotection/
- Twitter: @lodmell
Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network’ insurance provider, he’s managed to build a successful practice by integrating technology at the highest level.
He produces a weekly podcast called ‘TBone Speaks Dentistry’ and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at www.TBoneSpeaks.com.
What You Will Learn:
- How to navigate the challenges of non-linear practice growth
- The biggest mistakes dental practitioners make in their first ten years of practice
- What dental practitioners can do to generate passive income and build wealth
- The greatest lessons Dr. Agarwal has taken away from the pandemic
- Why you need to add more service lines to your offering
How to contact Dr. Tarun Agarwal:
- Website: www.tbonespeaks.com
- Twitter: @tbonespeaks
Mark graduated from Arizona State University with a B.S. in marketing in 1979. He started his own marketing company managing 60 employees nationwide. He then positioned with 3M Company for five years in the National Advertising Division and was the recipient of several awards for his sales and marketing performance throughout his tenure with 3M. He was recruited by The Center for Professional Development in 1992. Mark worked with Dr. Michael Schuster and analyzed 300 dental practices in the Northwestern territory of the U.S. Together they helped to position dentists for a private care practice model.
Mark is now the co-founder and Director of Practice Growth. Mark founded The Growth Into Greatness Institute, which he co-founded with Deb Castillo in 2000. As CEO, Mark’s primary responsibility is to provide one-on-one coaching and practice development in areas of profitability, financial management and staff development. He also conducts small retreats for students engaged in the development process. Through his commitment to this work, Mark is passionate about helping others achieve their own greatness, and to aspire to levels of growth and excellence they thought were never possible. One of Mark’s favorite verses that has helped and inspired him is in Galatians 6:9: “Don’t grow weary in doing good, for in due season you will reap a harvest if you don’t give up”
What You Will Learn:
- Mark’s journey into dental leadership coaching and development
- Why your D.D.S degree is really just a passport into higher learning
- What dentists can do to master the business of dentistry so they can have the greatest impact on their communities
- Why it is important to surround yourself with other dentists who have already done what you’re trying to do
- Time-saving tips that Mark teaches to help dentists run their practices more efficiently
How to contact Mark Battiato:
- Website: http://www.greatnessinstitute.com/
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- What is included in the new relief bill passed by Congress and the President
- What has changed with the PPP in the new bill
- The documentation and qualifications needed to receive a second-draw PPP loan
- Key talking points to address with your CPA so you can get the most out of the new bill
- Possible future developments in PPP funding that you should prepare for
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: https://www.linkedin.com/in/craigcodycpa
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- How to set goals that will drive us to build momentum and get back on track in 2021
- Different personal and professional goals you should consider
- My goal-setting process for the new year
- Why you should consider hiring a coach or mentor to help with the goal-setting process
- How to create an actionable plan that will enable you to achieve your goals
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: https://www.linkedin.com/in/craigcodycpa
Dr. Sara Zeidan is currently a practicing general dentist in the Bay Area and the co-founder/CEO of DrHuddle. Along with two talented software engineers, DrHuddle.com became a reality, a HIPAA compliant, online platform that facilitates dental referrals between general dentists and specialists. Through DrHuddle, the mission is to add an important software upgrade into the dental field, as dentists can get rid of paper referrals and searching through emails.
What You Will Learn:
- Dr. Zeidan’s journey into dentistry
- What led Dr. Zeidan to create DrHuddle
- How dentists can use Dr. Huddle to improve their practice
- How the online, digital patient referral system functions
- Why DrHuddle is mutually beneficial on both sides of the referral
- What Dr. Zeidan’s team is doing to build the DrHuddle community
How to contact Dr. Sara Zeidan:
- Website: https://www.drhuddle.com/
- LinkedIn:
- https://www.linkedin.com/in/sara-zeidan/
- https://www.linkedin.com/company/drhuddle/
- Facebook: https://www.facebook.com/drhuddle/
- Twitter: @DrHuddleInc
Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of Smart Real Estate Coach Podcast.
Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments {commercial & residential) and coaching clients throughout North America.
Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month.
Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters.
What You Will Learn:
- Chris’s journey in the real estate business
- What it means to buy and sell on terms
- The 3 key parts of Chris’s real estate investing strategy
- A detailed look at lease-purchase, owner financing, and subject to existing financing
- How to start investing as a busy working professional
- Different opportunities and services Chris offers through Smart Real Estate Coach
- The 3 distinct paydays of every deal, and how lucrative the deals can be
How to contact Chris Prefontaine:
- Website: //smartrealestatecoach.com/
- Podcast: //smartrealestatecoachpodcast.com/
- LinkedIn: //www.linkedin.com/in/chrisprefontaine/
- LinkedIn: //www.linkedin.com/company/smart-real-estate-coach/
- Facebook: //www.facebook.com/smartrealestatecoach/
- Twitter: @smartrecoach
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- What dentists can do to close out the year and prepare for 2021
- The importance of meeting with your CPA before year-end
- Key talking points you should discuss with your CPA
- Why you should consider fully-funding your 401k before year-end
- Resources you can use to lower your year-end taxable income
- Why you should do a tax projection with your CPA
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Eng is CEO & Founder of Touzi Capital (www.touzicapital.com), an investment company focusing on high cash flow assets in Kansas City. He’s the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data & math in America. A Wharton graduate & economist, former Peace Corps Volunteer, & ex-Apple Data Scientist turned real estate investor with a $65M portfolio finding financial freedom at age 35. Eng also is an advocate for real estate investing tied with tax minimization strategies to build passive cash flow towards financial freedom. To that end, he’s also launching an education platform www.financialfreedomdecoded.com where invited members will get a step by step tutorial on how he found financial freedom and build wealth.
What You Will Learn:
- Eng’s journey into entrepreneurship and investing
- Why Eng came out of retirement to start investing
- The advantages W-2 employees have in real estate investing
- How to leverage tax strategy to get the most out of your real estate investments
- Why Eng prefers to co-invest in high cash flow assets for his portfolio
- Understanding recessions in the real estate market
- What factors you should be looking at when investing in residential real estate
How to contact Eng Taing:
- Website: www.touzicapital.com
- LinkedIn: //www.linkedin.com/in/eng-taing-28206111/
- //www.linkedin.com/company/touzicapital/
- Facebook: //www.facebook.com/Touzi-Capital-104613644660969
- Twitter: @engtaing
CEO Dave Roehr leads Proceed Finance with over three decades of experience in banking, finance, and strategic growth.
Prior to Proceed Finance, Mr. Roehr was President and Chief Financial Officer of Cabela’s Inc. [CAB:NYSE], guiding the company through a time of unprecedented sales growth and retail expansion, and rocketing them past the $1B valuation mark. Included in Mr. Roehr’s leadership at Cabelas was his role as Founder, Chairman of the Board, and CEO of World’s Foremost Bank, the wholly-owned regulated credit card bank utilized by Cabelas to issue and manage their co-branded Cabelas VISA credit cards and related consumer rewards program.
Mr. Roehrs previous roles also include partnership at tax consultancy Grant Thornton LLP, the US member firm of Grant Thornton International Ltd. While at Grant Thornton, Mr. Roehr utilized his CPA and MT (Masters of Taxation) credentials within their public accounting business practice, contributing to revenue growth of over $150M and expansion into nearly 70 countries worldwide during his tenure.
Aside from his career leadership roles, Mr. Roehr also contributes guidance to businesses in growth mode via memberships on various boards of directors. Mr. Roehrs current and past board memberships include:
The Buckle [BKE: NYSE]
Air Methods [AIRM: NASDAQ]
Regional Board of Directors for US Bank [USB: NYSE]
Security First Bank [privately held]
What You Will Learn:
- Dave’s journey into the banking industry
- Dave’s successful career as CFO and President of Cabella’s
- Why Dave chose to come out of retirement to pursue a career in consulting
- What drew Dave to the niche of high-end dentistry and large case dentistry
- How Dave’s product helps dental practices close more cases and generate revenue
- How dental practices can take advantage of the opportunities in implantology
- How Proceed’s risk share model is structured, and how it sets them apart from other patient financing partners in the industry
How to contact Derick Van Ness:
- Website: //www.proceedfinance.com/
- LinkedIn:
- //www.linkedin.com/in/dave-roehr/
- //www.linkedin.com/company/proceedfinance
- Facebook: //www.facebook.com/proceedfinance
- You can learn more and enroll with Proceed Finance here: www.proceedfinance.com/providers/enroll
- Referral: Podcast – The Progressive Dentist. Contact Proceed Finance at 844-272-7587
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Why the October 15 filing deadline is the craziest filing deadline in history
- What questions to ask your CPA as you prepare for year-end tax planning
- Why it is so important to have your books in order before you start tax planning
- How the PPP and EIDL will factor into your year-end tax planning
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!
Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation.
Derick’s company can help anyone but is specifically focused on small business owners, and has already helped 1000’s of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results!
In his free time, Derick enjoys racing sailboats, creating art, and competing in West Coast Swing dancing. He currently lives in his hometown of Draper, Utah after spending 20 years away living all over the US including Washington DC, Brooklyn, Texas, and Southern California.
What You Will Learn:
- Derick’s journey into the world of tax and finance
- The mission and motivation that pushed Derick to create his company, Big Life Financial
- How Derick got involved in R&D credits
- How business owners can leverage R&D credits with their CPA, and how they relate to doctors and dentists specifically
- The four key questions to determine if your business qualifies for R&D credits
How to contact Derick Van Ness:
- Website: //www.biglifefinancial.com/tax-rebates
- LinkedIn:
- //www.linkedin.com/in/derickvanness/
- //www.linkedin.com/company/big-life-financial/
- Schedule a call: //go.oncehub.com/derickvanness
- Facebook:
- //www.facebook.com/groups/BusinessOwnersSuccessLab
- //www.facebook.com/biglifefinancial
- YouTube: //www.youtube.com/channel/UCizOCPJqijbE1y2o2ANSCag
Derek Champagne is a serial entrepreneur with over 15 years of experience developing effective marketing campaigns. Derek shares his story of growing up from humble beginnings, on stage at age of 3, his years as a Hollywood musician, and his diverse journey to get where he is today.
He is the Founder & CEO of The Artist Evolution, A full-service agency building memorable brands, marketing tools, and campaigns for startups to household brands.
Derek is also the author of the best-selling marketing book: Don’t Buy a Duck and the host of the popular Business Leadership Series podcast, which also airs as a weekly business show on ESPN radio regionally.
Derek is also a published musician with contributions on soundtracks that have been featured on ABC, MTV, Bravo, E!, and Oxygen.
What You Will Learn:
- How Derek became a serial entrepreneur in digital marketing
- How to stop wasting your marketing spend and find a strategy that works
- Strategic vs. emotional marketing decisions
- The importance of integrated marketing campaigns
- How long you should give your marketing strategy to show a return on investment
How to contact Derek Champagne:
- Website: www.theartistevolution.com
- LinkedIn:
- //www.linkedin.com/in/theartistevolution/
- //www.linkedin.com/company/the-artist-evolution/
- Facebook: //www.facebook.com/TheArtistEvolution/
- Twitter: //twitter.com/ArtistEvolution
- Instagram: //www.instagram.com/theartistevolution/
- YouTube: //www.youtube.com/channel/UCdxn3CXfbljlGAugG5v3btQ
M.C. Laubscher is a husband, dad, entrepreneur, investor and podcaster.
M.C. is married to the love of his love, Megan and together with their son Christian, they reside in Newtown, PA.
He is the creator and host of the top-rated business and investing podcast on iTunes, Cashflow Ninja, and the president and chief wealth & investment strategist at Producers Wealth, a wealth creation and advisory firm headquartered out of Newtown, PA that services clients virtually in the United States and Canada.
His purpose and mission are to help producers and creators (entrepreneurs, investors, business owners, and professionals) create, protect and multiply their wealth in ANY Economy and become financially free in 10 years or less.
M.C. challenges existing societal belief systems and misinformation around concepts such as money, wealth, saving, investing, speculating, and the concept of retirement.
What You Will Learn:
- How M.C.’s financial framework enables business owners to create, protect, and multiply their wealth in any economy
- The four fundamental principles of M.C.’s financial framework
- Why infinite banking is the centerpiece of M.C.’s model
- How M.C.’s framework can create financial flexibility to grow your business in uncertain times
- How infinite banking provides business owners with funds they can access today
- Why business owners need to pay themselves first before the money gets filtered down
How to contact M.C. Laubscher:
- Website: //www.producerswealth.com/home
- LinkedIn:
- //www.linkedin.com/in/mclaubscher/
- //www.linkedin.com/company/valhalla-wealth-financial/
- Facebook: //www.facebook.com/producerswealth/
- Twitter: @mclaubscher
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Common trends we are seeing with tax planning in September 2020
- What is causing a lack of communication and planning between business owners and their CPAs
- Why you should go over your numbers and create a tax plan with your CPA instead of trying to do it on your own
- Key numbers that affect the accuracy of your books and your tax plan for 2021
- How the PPP and CARES Act have impacted your books
- Why communication with your CPA is key in keeping more of what you make
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Mark J. Podolsky (AKA The Land Geek) is widely considered the country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States.
He has been actively investing in real estate and raw land since 2001 and has completed over 5,200 unique transactions. Mark’s company, Frontier Equity Properties LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – “Happy Customers Guaranteed.”
Mark is the host of one of the top-rated podcasts in the Investing Category on iTunes, aptly titled The Best Passive Income Model. He is also the host of the Land Geek Podcast – Work Smart. Earn More. Learn How.
What You Will Learn:
- Mark’s background and the story of The Land Geek
- How to invest in raw, undeveloped land to generate passive income
- What is happening in the land business today in regards to the pandemic
- How the property sale process works with Mark’s strategy
- How to ramp up your real estate investing career while you’re practicing as a dentist or dental associate
How to contact Mark Podolsky:
- Website: //www.thelandgeek.com/
- Website: //www.geekpay.io/
- LinkedIn:
- //www.linkedin.com/in/thelandgeek/
- //www.linkedin.com/company/land-geek-enterprises-llc/
- Facebook: //www.facebook.com/thelandgeek/
- Twitter:
- @Landguru
- @TheLandGeek
Mr. Tuinei began his dental career in 2007 while working for 10 location group practice in Phoenix, Arizona, managing all insurance-related functions. During his first few months, he created systems and operating protocols and restructured a 12 person billing department that improved collections from a low 65% to 98%. Simultaneously, Mr. Tuinei learned how to negotiate effectively with 3rd party payors; this gave a boost in annual insurance-related revenue of nearly 1 million dollars for a team of only ten general dentists. Mr. Tuinei’s early experience in negotiating with 3rd party payors caught the attention of other large group practices and hundreds of solo dental practitioners in Arizona, Utah, Nevada, Idaho, and Colorado. Consequently, he unintentionally discovered an under-served section of the dental industry: 3rd party payor negotiating (aka insurance fee negotiating). Mr. Tuinei opened Optimum Dental Solutions in September 2009 and rebranded to Veritas Dental Resources in 2015.
To date, Mr. Tuinei has worked with over 6,700 dentists influencing over 3 billion dollars of newly negotiated revenue for his clients. Mr. Tuinei currently serves as the President of Veritas Dental Solutions and is a key advisor to various State Dental Associations, CPA firms, and coaching/consulting firms in dentistry.
Mr. Tuinei is going on his 21st year as a professional public speaker. He currently serves as the President of Veritas Dental Resources and sits on the Board of Directors for The Dental Business School, Business Ownership Mentoring of America, The Dental Leadership Academy, and a co-host on The Navigating Dental Insurance Podcast.
Mr. Tuinei has been recognized by several state Dental Associations and various dental study clubs as The Authority on PPO strategies and PPO fee Negotiating. Please see his most recent article in Dental Economics about how to police unethical and illegal insurance practices.
What You Will Learn:
- Ben’s journey into the dental industry
- How the process of fee negotiations works with insurance companies
- Why most dental practices don’t realize that insurance companies are negotiable
- Ben’s top negotiation tactics and strategies for dealing with insurance companies
- The benefits and drawbacks of fee negotiations for different types of practices
- How new dentists can better prepare themselves to negotiate with insurance companies
- The typical timeframe for a practice to go through the negotiation process
How to contact Ben Tuinei:
- Website: //veritasdentalresources.com/about/
- LinkedIn: //www.linkedin.com/in/benjamin-tuinei-464a0318/
Faizan H. Arshad, MD, is the EMS Medical Director for Vassar Brothers Medical Center, part of NuVance Health. With an undergraduate background in Sociology and Psychology, he graduated from Northwestern’s Feinberg School of Medicine – Honors Program in Medical Education – and pursued specialty training in Emergency Medicine at Yale-New Haven Hospital. Dr. Arshad completed his EMS fellowship with the Fire Department of New York City while serving as Assistant Medical Director of Manhattan. He then served as the Associate EMS Fellowship Director at Newark Beth Israel Hospital and Deputy System Medical Director for MONOC EMS in New Jersey. His interests include endurance training, cardiac arrest outcomes research, and tactical medicine, having also served with law enforcement as a TEMS physician. He is the EMS Nation podcast and blog founder and is an editorial board member of the Journal of EMS (JEMS). He has recently elected to serve his country as a critical care retrievalist physician in the United States Air Force Reserves.
What You Will Learn:
- Dr. Arshad’s background in medicine, and how he ended up in the USAF
- How Dr. Arshad turned a backyard shed into a multi-use home office
- Different ways business owners can leverage the TCJA of 2017
- How Dr. Arshad took advantage of Sec.179 deductions, 100% bonus depreciation, and QIP
- Bonus depreciation vs. Sec.179
- How Sec.179 creates a substantial financial planning opportunity
How to contact Dr. Faizan Arshad:
- Facebook: //www.facebook.com/PrehospitalNation
- Twitter:
- @emscritcare
- @EMS_Nation
Dr. Jordan Cooper, with numerous accomplishments in both dentistry and entrepreneurship, is one of the nation’s leading figures. Unable to restrict his energy to the practice of dentistry alone, Dr. Cooper has started several dental related businesses, built and sold a dental service organization (DSO), and consulted hundreds of dental practices going through transitions. As a result, Dr. Cooper possesses unique expertise in both dentistry and entrepreneurship, an expertise he loves to share with others.
Since graduating from the University of Tennessee College of Dentistry in 2006, Dr. Cooper has successfully created and sold seven dental practices, contributed several articles to The Progressive Dentist Magazine, written Chasing the Blue Marlin—an internationally best-selling book on entrepreneurship and self-motivation—received various dental awards, and filled various types of leadership roles across the state of Arkansas.
As an expert on the intersection between dentistry and entrepreneurship, and goal-setting and personal achievement, Dr. Cooper wants to share his insights with other passionate individuals, be they entrepreneurs, dentists, or both.
What You Will Learn:
- Dr. Cooper’s journey into the dental industry
- How DPOs can help your practice operate more efficiently
- The most important lessons Dr. Cooper has learned throughout his entrepreneurial journey
- Why it is so important to assume an abundance mindset over a scarcity mindset
- Dr. Cooper’s hiring process, and how he approaches delegation in his business
- The strategy Dr. Cooper used to successfully grow multiple practices
- How dentists should evaluate potential marketing partners/strategies to design a plan based on their unique goals
How to contact Dr. Jordan Cooper:
- Website: //www.coopersmiles.com/
- LinkedIn:
- //www.linkedin.com/in/drjordancooper/
- //www.linkedin.com/company/cooper-family-dentistry/about/
- Facebook: //www.facebook.com/cooperfamilydentistry
- Twitter: @DrJordanCooper
Jordon Comstock is the founder and CEO of BoomCloud. BoomCloud exists to help dental practices create, organize, track, and automate an in-house membership program as a strategy to reduce dependence on dental insurance. Jordon started his career in the dental industry managing a dental lab over 10 years ago and soon realized the need for our industry to create membership programs. He studied UX/UI design, web development, and marketing at the Art Institute of Salt Lake City.
What You Will Learn:
- Four significant ways dental memberships are working for practices during the pandemic
- How in-house memberships can generate substantial amounts of recurring revenue
- Why memberships are an ideal solution for patients who are losing dental benefits
- How memberships can improve patient retention in your practice
- Why members typically spend 2-3x more than nonmembers
- Why practices need a cash flow strategy now more than ever
- Dental Intel’s prediction for the scheduling hole in Fall 2020, and what practices can do to prepare
- The typical implementation process of a membership program
How to contact Jordon Comstock:
- Website: //www.boomcloudapps.com/
- Website: //boomcloudapps.com/book/
- Website: www.boomcloudapps.com/university
- LinkedIn:
- //www.linkedin.com/in/jordoncomstock/
- //www.linkedin.com/company/boomcloud/
- Facebook: //www.facebook.com/boomcloudapps/
- Twitter: @jordoncomstock
Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify, and the Dental Compliance Specialists website.
Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr. Tinker has inspected hundreds of dental offices, audited thousands of dental records, and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil, and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app.
What You Will Learn:
- What practice owners should be doing to stay in front of all the changes posed by the pandemic
- How to help your employees feel safe and protected during the initial reopening so they can focus on serving patients
- The importance of keeping an open dialogue with your staff as you adapt your practice to the pandemic
- Everything that should be happening in a dental practice to keep people protected in addition to PPE
- Guidelines and regulations you should revisit to ensure your practice is operating in compliance with them, and where to find them
- What the post-pandemic dental landscape is going to look like from a compliance perspective
How to contact Duane Tinker:
- Website: //dentalcompliance.com/
- Email: toothcop@dentalcompliance.com
- Podcast: //dentalcompliance.libsyn.com/
- LinkedIn:
- //www.linkedin.com/in/duanetinker/
- //www.linkedin.com/company/dental-compliance-specialists/
- Facebook: //www.facebook.com/dentalcompliance/
- Twitter: @ddscompliance
Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify, and the Dental Compliance Specialists website.
Damion Lupo’s mission is simple: to free a million people from financial bondage. His unique tool is a fusion of financial literacy and a little-known strategy called the eQRP® that allows investors to control their retirement money and get off the wall street roller coaster.
He’s the Best-Selling Author of 12 books on personal finance, investment, and retirement planning. He hosts the Financial Underdogs podcast, has owned more than 50 companies, and is the founder of his own martial art, Yokido®.
Damion is the Chief Honey Badger at the eQRP Co. and the lead architect of the eQRP® — the Ferrari of 401(k)s®. The eQRP® is a unique and powerful system to put individuals in command of their own investments, tapping into the $30 trillion locked away in Wall Street-controlled retirement programs!
Damion is also a professional investor with decades of real-world experience that started with the purchase of his first rental using a VISA card advance — a move that snowballed into 150 rental houses in less than 5 years. In 2008 he lost the whole $20 million business only to bounce back and recreate his wealth in 5 years.
What You Will Learn:
- Damion’s entrepreneurial journey
- What Damion took away from his experience as a real estate investor in the economic debacle of 2008
- What most people are doing wrong when it comes to planning for retirement
- The difference between eQRP and a traditional 401(k)
- Why eQRPs are great for investing in real estate
- What compliance is out there for an eQRP
- The process of setting up an eQRP
- Tax issues to address before setting up an eQRP
- Different types of investments that people typically hold in an eQRP
How to contact Damion Lupo:
- ***Text the word eQRP to 72000 for a 15-page report on the eQRP and a FREE copy of the QRP book
- Book: QRPBook.com
- Website: //www.eqrp.co/
- LinkedIn:
- //www.linkedin.com/in/damionlupo/
- //www.linkedin.com/company/eqrp/
- Facebook: //www.facebook.com/eqrp.co/
- Twitter: @damionlupo
Dr. Nammy Patel, DDS (www.sfgreendentist.com) operates a practice called Green Dentistry in San Francisco and is the author of Age With Style: Your Guide To A Youthful Smile & Healthy Living. A graduate of the University of California’s School of Dentistry, she is a leader in the movement to bring environmental sanity and well-being into the dental world. Dr. Patel focuses on helping patients recognize the vital connection between dental health and whole-body health.
What You Will Learn:
- How Dr. Patel defines “green dentistry” and how she built her practice around it
- What challenges Dr. Patel first faced when making the shift to green dentistry
- What major changes Dr. Patel has made to her practice during the transition
- Why building and growing her own practice was stressful for Dr. Patel early on
- How Dr. Patel blazed trails in green dentistry, and what lessons she learned
- What key time-saving tips Dr. Patel uses every day
How to contact Dr. Nammy Patel:
- Age With Style by Namrata Patel DDS: //amzn.to/2Wh1Ikt
- Website: //drnammypatel.com/
- Website: //sfgreendentist.com/
- LinkedIn: www.linkedin.com/in/nammypatel/
- Facebook: www.facebook.com/sfgreendentist/
- Twitter: @sfgreendentist
- Twitter: @DrNammyPatel
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- New updates to the PPP, EIDL, and how they affect your tax planning strategy
- When you should apply for forgiveness, and what you need to know about headcount requirements and covered periods before you apply
- What you need to know as you calculate owner compensation in the covered period
- The safe harbors for PPP forgiveness
- Current conditions for qualification and approval of EIDL grants
- How the EIDL grants affect your PPP forgiveness amount
- What you can do to prepare for tax season if you have applied for any of these
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Jeff came from a family of eight dentists but went into software engineering instead, and specialized in building website publishing systems. Over the last 13 years, what started out as a favor to his father’s dental practice, turned into a business that currently serves over 850 dental practices in seven countries.
What You Will Learn:
- Jeff’s entrepreneurial journey in the software industry
- What dentists should be doing differently when it comes to websites
- Why it is so important to have original content on your website
- How to lower your bounce rate and improve your conversion when potential customers are on your website
- How to track and measure the ROI of your digital marketing spend
- How long it takes to get results from your marketing campaign
How to contact Jeff Gladnick:
- Website: //www.greatdentalwebsites.com/
- LinkedIn:
- //www.linkedin.com/in/jeff-gladnick-343712/
- //www.linkedin.com/company/great-dental-websites/
- Facebook: //www.facebook.com/GreatDentalWebsites
- Twitter: @GreatDentalWeb
Stephen Woessner is the founder and CEO of Predictive ROI, a digital marketing agency, and the host of Onward Nation — a top-rated daily podcast for learning how today’s top business owners think, act, and achieve. Onward Nation is listened to in 120 countries around the world with over 28,000+ email subscribers.
Since the advent of the commercial Internet, Stephen has collected tens of thousands of data points that have given him the ability to identify what he calls the “8 Money Draining Mistakes” and the “8 Money Making Opportunities.” Darren Hardy, then-publisher of SUCCESS Magazine, interviewed Stephen to discuss how business owners can identify and fix the mistakes.
Stephen served in the United States Air Force, spent six years at the University of Wisconsin-La Crosse as a full-time academic staff member and taught digital marketing classes to small business owners throughout the state including the prestigious School of Business at UW-Madison, has owned five businesses, and is the author of three books, “The Small Business Owner’s Handbook to Search Engine Optimization”, “Increase Online Sales Through Viral Social Networking”, and “Profitable Podcasting.”
His digital marketing insights have been featured in Forbes.com, Entrepreneur.com, The Washington Post, and Inc. Magazine.
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- How the Paycheck Protection Program (PPP) loan has changed recently, and what you need to know about the program
- What further changes Craig anticipates the government making to the PPP loan and forgiveness requirements
- How the government has created new options for partnership business that could result in those businesses getting still more money
- How to reach out to Craig if you have any other questions or need clarification on these new changes
- Why additional money for business partners may not have any cap, starting at around $40,000 for the first partner and going up
- Why Craig sees the Economic Injury Disaster Loan (EIDL) as “cheap insurance” to help protect against whatever may happen in the near future
- What changes Craig believes might happen to the EIDL, and why it is taking a while for small businesses to get approved for EIDL
- How the use of the EIDL funds can potentially increase your business tax liability due to the use of EIDL funds cutting into your tax deductions
- How many of Craig’s clients are operating under business-as-usual with relatively minor changes, with the exception of restaurants which are still struggling
- How to access Craig’s free course “The Five Simple Ways to Save Thousands on Taxes and How Business Owners Can Start Today”
How to contact Stephen Woessner:
- Sell With Authority Book: //amzn.to/39y7x13
- Website: //predictiveroi.com/
- LinkedIn:
- www.linkedin.com/in/stephenwoessner/
- //www.linkedin.com/company/predictive-roi/
- Facebook: //www.facebook.com/PredictiveROI/
- Twitter: @stephenwoessner
How to contact Craig Cody:
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Dr. David Maloley started his career as a Dental Officer in the U.S. Army and was stationed in Germany and Italy. He eventually moved to Avon, Colorado to start Vail Valley Dental Care in 2009. Doing an “against all odds” startup in a saturated market and a horrible economy taught him many important life and business lessons. He overcame years of personal and financial challenges and turned it into the practice of his dreams with 3 day work weeks, 40+ ski days, and quarterly vacations. Dr. Maloley is a Certified High Performance and Leadership Coach. He is the co-author of Titans of Dentistry and the host of the Relentless Dentist Podcast.
What You Will Learn:
- Dr. Maloley’s journey into entrepreneurship and how he built his own dental practice
- How Dr. Maloley’s experience as a Dental Officer in the U.S. Army compares to practicing dentistry as a private citizen
- The key lessons Dr. Maloley learned as he grew his dental practice
- Why you need to invest in yourself and your team to build a successful practice
- How culture plays an important role in the growth and success of your practice
- Dr. Maloley’s take on case acceptance and what he teaches
- Strategies that Dr. Maloley would recommend to dentists who are looking to build their practice
- Dr. Maloley’s experience as a dental coach/consultant
How to contact Dr. David Maloley:
- Website: //relentlessdentist.com/
- LinkedIn:
- //www.linkedin.com/in/david-maloley-168b62a4/
- //www.linkedin.com/company/the-relentless-dentist/
- Facebook: //www.facebook.com/RelentlessDentist/
- Twitter: @RelentlessDDS
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Why the timeline of the PPP extension is unclear
- What we can expect from Congress’s new legislation
- Everything we know about the forgiveness application so far
- How to add value to your business by evaluating your team
- Different ways you can cut your overhead costs to increase efficiency
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
About Drew McLellan:
Drew McLellan has worked in advertising for 30+ years and started his own agency, McLellan Marketing Group in 1995 after a five-year stint at Y&R.
He also owns and runs Agency Management Institute (AMI), which offers agency management training, consulting and facilitates agency owner peer networks for small to mid-sized agencies (advertising, digital, marketing, media and PR).
The mission of AMI is lofty yet simple — help agency owners increase their AGI, attract better clients and employees, mitigate the risks of being self-employed in such volatile business and best of all — let the agency owner actually enjoy the perks of owning the joint.
Drew is still active in his agency as well, which has been around for 23+ years and is still cooking, so much to his parents’ relief, it seems to be working out.
Drew’s often interviewed/quoted and published in Forbes, Entrepreneur Magazine, AdAge, New York Times, Washington Post, AdAge, CNN, BusinessWeek, and many others. The Wall Street Journal calls him “one of 10 bloggers every entrepreneur should read.”
Drew is also the host of Build A Better Agency podcast, which is among the top 5% of all podcasts produced and features subject matter experts with a depth of expertise in the agency space.
When he’s not hanging out with agency owners and their staff, Drew spends time with his daughter and pondering why the Dodgers can’t seem to win the World Series.
Drew has a Master’s Degree from the University of Minnesota but alas, he cannot remember their fight song.
About Craig Cody:
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- The PPP relief loan, what we can use it for, and what we can’t
- What we know so far about PPP eligibility for deduction
- What has changed as a result of the new forgiveness application
- Where the forgiveness application gives us the clarity that we didn’t have clarity before
- What we can make of the IRS/Congress tussle over the PPP guidelines
- Strategies we can use to mitigate our tax liability until the HEROES Act is passed
- How the alternative payroll covered period benefits agency owners
- How agencies can use PPP funds on expenses other than payroll
- How we can reimburse agency employees for working from home expenses
- How to avoid mistakes with your application
How to contact Drew McLellan:
- Email: drew@agencymanagementinstitute.com
- LinkedIn: www.linkedin.com/in/drewmclellan
- Website: //agencymanagementinstitute.com/
- COVID Resources: COVID Resource Page
How to contact Craig Cody:
- Free Book Giveaway: //craigcodyandcompany.com/AMIcovid/
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Richard Low, DMD is the founder of the Shared Practices Podcast, now the #1 rated podcast in dentistry. Shared Practices gives young dentists a season by season road map to how to find, value, and acquire a successful dental practice. Additionally, their Friday episodes are live, anonymous coaching calls with current practice owners who have given them access to all their practice metrics via Practice by Numbers. Join them on their shared journey to successful practice ownership.
What You Will Learn:
- Dr. Low’s journey in dentistry
- How Dr. Low got into the podcasting space
- Why content design and organization is such a high priority for Dr. Low
- How Dr. Low built the top-rated podcast in dentistry right out of dental school
- How to determine if practice ownership is right for you
- The major topics Dr. Low has covered in the first four seasons of Shared Practices
- Why Dr. Low is now creating content for a broader range of experienced dentists
- What practice ownership has been like for Dr. Low
How to contact Bill Black:
- Website: //www.sharedpractices.com/
- LinkedIn: //www.linkedin.com/in/richard-m-low/
- Facebook group: //www.facebook.com/groups/sharedpractices/
- Twitter: @SharedPractices
Bill Black has been in the pension administration business for over 40 years, and helps clients work toward their retirement objectives. He works with both individual and small business owners in the areas of benefits, retirement planning, and business planning. Bill and his team have the ability to offer a wide range of financial products and services including insurance, annuities and investment products (tax sheltered plans, mutual funds) to help his clients meet their retirement needs.
Education Bachelor of Arts, Business Administration and Economics Rollins College
Professional Credentials: Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Life and Qualifying member MDRT (Million Dollar Round Table) 15 Time Court of Table (MDRT) 20 Top of Table (MDRT)
Licensed in 42 states, Bill truly has a national practice. He has marketed and administered plans in virtually every state in the union.
Bill has spoken nationally and internationally on the topics of qualified plans, and is a much sought after speaker. He has been quoted in USA Today and has been a guest on financial radio shows. Bill is certified to teach continuing education to CPAs and insurance professionals. Additionally, he has had numerous articles published in national journals.
Bill brings a professional and necessary combination to the marketing effort: comfortable with the explanation of complex ideas and able to put them into easily understood concepts, with the ability to sell.
What You Will Learn:
- Bill’s background in pension administration and business consulting
- How Bill works with closely-held businesses and professionals to save money in taxes through custom-designed retirement plans
- New adjustments made to the SECURE Act of 2019
- Changes to 401k plans in the CARES Act
- How to calculate the tax on early withdrawals from your defined contribution plan
- Why you should do a loan instead of a withdrawal
How to contact Bill Black:
- LinkedIn:
- //www.linkedin.com/in/whblack/?locale=en_US
- //www.linkedin.com/company/w.h.-black-&-company-inc./about/
- Facebook: //www.facebook.com/WHBlackCoLifeInsurance/
- CARES Act Powerpoint
Jessica Martin, the owner of Martin Management and co-owner of Martin Dental, a thriving dental office in Eau Claire, Wisconsin, loves sharing ways to help dental offices decrease patient anxiety and make the dental experience positive for every patient. She uses her background in psychology to get to the real reasons why patients feel anxious or fear at the dentist and has created tools for dental offices to remove some of the most common barriers to dental care. Jessica has traveled around the country to teach teams how to do the patient experience better and has been featured on the Dentalpreneur Podcast, WEAU 13 News, has been on the Dental Marketing Guy YouTube show, and was a speaker at the Vivid Progression dental conference in the Bahamas.
What You Will Learn:
- How Dr. Martin applies her psychology background to dentistry
- Why dental anxiety is going to be significantly higher when we start practicing again
- What you can do to alleviate the anxiety associated with post-pandemic paranoia
- How to communicate with patients about how you are ensuring their safety
- How your team can benefit from learning to read nonverbal cues
- What teams can do during the downtime to run more effectively in the future
- How to approach leadership training
How to contact Dr. Jessica Martin:
- Website: www.martinmanagementllc.com
- Facebook: www.facebook.com/MartinManagementEC
- LinkedIn: www.linkedin.com/in/martindentaljessica/
- eBook: //www.martinmanagementllc.net/ebook
- Webinar: //www.youtube.com/watch?v=Inq4U4KvzM8
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- The most current facts surrounding the PPP and loan forgiveness
- How to calculator your average full-time equivalent employees
- How to use three different calculations to determine the amount of your PPP loan eligible for forgiveness
- Every expenditure currently covered by the PPP
- How to navigate the lack of clarity surrounding the PPP and loan forgiveness
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: www.linkedin.com/in/craigcodycpa
Dr. Stephanie Mapp is a 1994 graduate of the University of Florida College of Dentistry. She started her college career following the footsteps of her father who was a psychologist. She chose dentistry after becoming a patient at the dental college and realizing at that time dentistry was lacking female dentists. She obtained early admission to the dental college after only three years of undergraduate work.
With over 25 years of dental experience, Dr. Mapp has worked in multiple types of dental settings including corporate group practices in North Florida as well as public health. She started her first practice in 2002 and purchased a second location in 2011. After discovering that most dentists struggle to navigate the difficult landscape of PPO dental insurance pitfalls, she founded her consulting company, Mapp Your Practice, which gives one on one consulting and training to dentists and offices who want to increase their profits by working smarter instead of harder.
Dr. Mapp has also contributed to many online dental forums, podcasts, articles, CE courses and two books. She is a member of the American Dental Association, Florida Dental Association, Northeast District Dental Society, Mommy Dentists in Business and was a founding member of Clay Women in Business. In her free time she loves to travel and spend time with her son, three dogs, And ER doctor partner in her home outside Jacksonville, Florida. She can be contacted at DrMapp@mappyourpractice.com.
What You Will Learn:
- How Dr. Mapp prepared herself to start a new practice from scratch
- Information Dr. Mapp wishes she had when she was planning her first practice
- How to start learning the business side of dentistry early in your career
- The importance of continuing education in dentistry
- Common financial mistakes Dr. Mapp has seen dentists make as they try to grow their practices
- What dentists should do to best position their practices for sale
How to contact Dr. Stephanie Mapp:
- Website:
- //mappyourpractice.com/
- //familysmiles.com/?fbclid=IwAR0gWD16myREra3IF9xSDS_F-8PwejwnzenYaAh9LbweqwiC2Zt0rclBwfE
- LinkedIn: //www.linkedin.com/in/stephanie-mapp-b32b4422/
- Facebook: //www.facebook.com/DrStephanieMapp
More than just a bestselling author, Sue Hawkes is a keynote speaker, Certified EOS Implementer, Certified Business Coach, WPO Chapter Chair, award-winning and globally recognized seminar leader, and entrepreneur. She is CEO and Founder of YESS! – Your Extraordinary Success Strategies, and brings over 25 years of experience to her clients and has designed and delivered dynamic, transformational programs for thousands of people. She has been featured and is a regular contributor to Inc., Entrepreneur, Forbes, Fortune, Fast Company, HR.com, New York Daily News, Ladders, and Thrive Global.
Hawkes has received numerous awards including the Dream Keeper award recognized by the Governor’s Council for her leadership program, the Regional U.S. Small Business Administration Women in Business Champion of the Year award, the Exemplary Woman of the Community award, Women Venture’s Unsung Hero award, Women Who Lead from Minnesota Business Magazine, and NAWBO Minnesota’s Achieve! Vision Award, in addition to being named a 2018 Enterprising Woman of the Year.
What You Will Learn:
- How Sue helps business owners excel through Traction and EOS
- Why focusing on vision, traction, and ‘healthy’ enables you to get the most out of your business
- What it is like to work with an EOS implementor
- What you can expect to see as a result of EOS implementation
- How to develop the visionary-integrator relationship in an organization
- The benefit of holding Level 10 meetings in your dental practice
How to contact Dr. Gina Dorfman
- Facebook: @YESScoaching
- LinkedIn: @suehawkes
- Twitter: @SueHawkesYESS
- Website:
- //sayyess.com
- //suehawkes.com
- //chasingperfection.net
Adina DiGennaro was born and raised on the North Shore of Long Island, NY. She spent her early years working for a Fortune 500 cosmetic sales company as Chief Administrative Officer for 13+ years. Adina then met her husband who retired from his position as NYPD Detective in 2005 and they have two sons, 13 and 9. Adina and her family love to travel as often as they can, enjoying great food and new places with their friends and family. The DiGennaro family has a rescue Chocolate Lab/Weimaraner mix from Puerto Rico named “Bocce” who has brought a lot of love and joy to their home. Adina has worked for Craig Cody and Company for over three years and says it has been wonderful.
What You Will Learn:
- How Adina ended up with Craig Cody & Co.
- The role of a personal assistant and the qualities you should be looking for
- How personal assistants enable dentists to delegate tasks and focus on the responsibilities that keep the practice in motion
- What it’s like to work with a personal assistant, and the impact it can have on your practice
- All of the different responsibilities that personal assistants can absorb
- How a personal assistant can grow with your business
- Why hiring a personal assistant will help alleviate stress in times of crisis
Dr. Gina Dorfman is a practicing dentist and the founder of Dentistry for Kids and Adults, a family practice located just a few miles north of Los Angeles. She is one of the Co-founders of the paperless software, YAPI. Dr. Gina also hosts her own dental podcast, Behind The Smiles, where she dives deep into the business side of dentistry. She’s also a published author and has contributed to many dental publications throughout the years. To learn more about Dr. Gina and her topics of lecture, please visit her website, //ginadorfmandds.com/.
What You Will Learn:
- How Dr. Dorfman started Dentistry for Kids and Adults
- The most important lessons Dr. Dorfman has learned through eighteen years in business
- Why Dr. Dorfman considers her team to be her greatest asset
- Common financial mistakes that Dr. Dorfman has seen dentists make
- Why we need to invest more in our team members
- Time-saving tips that help Dr. Dorfman’s practice excel
- How to use YAPI in your dental practice
How to contact Dr. Gina Dorfman
- Websites:
- //ginadorfmandds.com/
- //yapiapp.com/
- LinkedIn:
- //www.linkedin.com/in/gina-dorfman-dds-6751a725/
- //www.linkedin.com/company/yapi/
- Facebook: //www.facebook.com/goyapi/
- Twitter:
- @DrGinaDorfman
- @yapicentral
Minal Sampat is a Best-Selling author, global speaker, marketing strategist, and a dental hygienist. She launched her first marketing company by breaking a Guinness World Record. Minal has over a decade of experience helping dental practices find success trough connection and engagement strategies. Currently, Minal lives in Washington State with her husband and an extensive shoe collection. Her best-selling book, Why Your Marketing is Killing Your Business, is available on Amazon. To learn more or get in touch, visit MinalSampat.com.
What You Will Learn:
- Minal’s journey into marketing and dentistry
- How Minal has leveraged her experience as a dental hygenist to become a more effective marketer
- Minal’s dental-specific marketing strategies that will bring more patients through your doors.
- How to build an ideal patient avatar for your marketing strategy
- How to determine the best use of your dental practice’s marketing budget
How to contact Minal Sampat
- Book: Why Your Marketing Is Killing Your Business: And What To Do About It
- Website: MinalSampat.com
- Facebook: //www.facebook.com/minal.sampat.rdh.gmm
- LinkedIn: //www.linkedin.com/in/minalsampatrdh/
- Twitter: @minalsampatllc
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Parts of the CARES Act that small business owners should be familiar with
- How small business relief works with the CARES Act
- Who is eligible for the CARES Act
- How the PPP works and the underlying tone of it
- Other costs that will be forgiven through the CARES Act
- Tools and resources you can use to plan your recovery from the COVID-crisis
Additional Resources:
- FREE COVID Loan Grant Calculator Download
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: www.linkedin.com/in/craigcodycpa
Mike mi-KAL-o-wits is the author of Profit First, Surge, The Pumpkin Plan, and his newest release Clockwork. By his 35th birthday, Mike had founded and sold two companies – one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals.
Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned.
What You Will Learn:
- The backstory behind Mike’s creation of Profit First Professionals
- How dental practitioners can make their practices permanently profitable using the Profit First Professionals’ unique system.
- Why sales is not the answer to profitability
- How dental practices can prepare for their tax bill
- Why dental practices should do a quarterly profit distribution
How to contact Mike Michalowicz
- Website: //mikemichalowicz.com/
- Podcast: //mikemichalowicz.com/podcast/
- Books: //mikemichalowicz.com/books/
- LinkedIn: //www.linkedin.com/in/mikemichalowicz
- Facebook: //www.facebook.com/MikeMichalowiczFanPage/
- Twitter: @MikeMichalowicz
AKA The Naked Dentist, Curtis educates dentists on the importance of Business Intelligence on a daily dashboard and how it is a crystal ball for the practice. He loves to smile and is often found laughing with friends.
What You Will Learn:
- Curtis’s journey into the financial side of dentistry
- What inspired the creation of Dental Intelligence
- How the Dental Intelligence software works
- The importance of using real-time data to make financial decisions for today, not for yesterday
- The secondary functions that Dental Intelligence offers
- How Dental Intelligence will help you keep more of what you make
How to contact Curtis Marshall
- Website: //blog.dentalintel.com/
- Facebook: Dental Intel
- LinkedIn: //www.linkedin.com/in/curtmars/
- Email: info@dentalintel.com
- Twitter: @Dental_Intel
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- The best legal options for dentists to keep more of what they make
- QBI and the deductions surrounding it
- What you can do to get your taxable income below the $315k mark as you plan for QBI
- How QBI will impact your financial planning in 2020
- Why you should plan for QBI with your CPA
Additional Resources:
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: www.linkedin.com/in/craigcodycpa
Dr. Elijah Desmond was born and raised in Navarre, Ohio and is a proud graduate of the Fairless High-school began his college career at age 15. He went on to graduate from Ohio State University as a Dental hygienist. He moved to Honolulu, Hawaii where he started his first of eleven businesses. Elijah now resides in South Florida with his wife and 4-year-old daughter.
Dr. Desmond speaks all over the world in 3-4 cities per month and has spoken over 700 hours since he graduated in 2009. He is known for having fun-filled, engaging motivational speaking into all of his events. He provides his audience with tools they can take for life and implement them right away. He is adamant that a fun atmosphere is essential to learning. You may know him for his businesses, Smiles at Sea, international educational conferences on cruise ships where he focuses on two main areas Entrepreneur and dentistry. His cruises focus on two things: FUN and Education. Join him and travel the world 1 tropical destination at a time! He also has an Implant marketing company in which he helps dentists generate high-value dental implant patients!
What You Will Learn:
- How Dr. Desmond became a serial entrepreneur in the dental field
- How Dr. Desmond has maintained work-life balance in spite of starting eleven businesses and raising a family
- How block scheduling helps you achieve the ideal balance
- Dr. Desmond’s approach to goal setting, and how it empowers teams to work
- What Dr. Desmond does to save time while running multiple businesses
How to contact Dr. Elijah Desmond
- Website:
- www.drivendentalmarketing.com
- www.smilesatsea.com
- www.elijahdesmond.com
- Twitter: @Motivation501
- LinkedIn: //www.linkedin.com/in/smilesatsea/
- Facebook: Facebook.com/Motivation501
Ms. Poppe has held many positions in the dental industry over the last 20+ years. Her expertise is proven by years of success in all aspects of practice operations. In addition to many years of clinical experience and practice management experience, Ms. Poppe has architected and facilitated numerous practice acquisitions, transitions, and relocations since she co-founded Stepping Stone Dental Partners in 2009.
Her valuable experience as an owner and manager of a seven-practice affiliate group refined her process and approach to practice growth and management. Her ability to develop strong dental teams with excellent patient connection and communication skills keep her in high demand in the dental industry. In addition to her transition experience, she has a thorough knowledge of dental insurance, dental procedures, equipment, industry trends and best practice standards for patient service and care.
Ms. Poppe has a unique understanding of what it takes to help dentists achieve their practice vision. She is committed to listening to, understanding, and finding solutions for her clients. She delivers a passion and level of communication that truly set her apart. From practice start-up to practice transition, she has the skills and knowledge to implement systems for practice and team success.
What You Will Learn:
- Ms. Poppe’s journey into dentistry and practice management
- How Ms. Poppe helps dentists realize their visions and build their empires
- Why dentists need to change their approach to inbound marketing
- How to track the results of your marketing spend
- How to prepare your team for converting inbound leads
How to contact Genevieve Poppe
- Website: //www.poppepracticemanagement.com/
- Schedule a Call: //calendly.com/gpoppe
- Twitter: @GeniPoppe
- LinkedIn: //www.linkedin.com/in/genevievepoppe/
- Facebook: //www.facebook.com/poppepracticemanagement
With over a decade in the financial services industry, combined with 4+ years of healthcare product and equipment distribution, David Barry provides the unique ability to select customized solutions for doctors seeking practice financing. He also has 17 years of sales and operations management experience and is a former U.S. Army officer.
David conducts workshops and lectures regularly regarding healthcare financing at study groups, healthcare societies and TD Bank in-store healthcare continuing education events. He serves as a board member of General Needs, Serving Veterans with Dignity, and is a TD Bank – Metro NY Market Veteran representative. David received his Bachelor of Business Administration from Hofstra University, Master of Business Administration from Dowling College, and Project Management certification from Villanova University.
What You Will Learn:
- What dentists should do during the pre-purchase phase of buying a practice
- Answers to the difficult questions dentists have when they are deciding to purchase or start a practice
- How to surround yourself with the right partners
- How the acquisition process works
- The role of your financial partner throughout the acquisition process
How to contact Duane Tinker
- Website: //www.td.com/us/en/small-business/healthcare-practice-solution/
- Twitter: @dbranger65
- LinkedIn: //www.linkedin.com/feed/?trk=guest_homepage-basic_nav-header-signin
- Facebook: //www.facebook.com/dave.barry.7737
Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr.Tinker has inspected hundreds of dental offices, audited thousands of dental records and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app.
What You Will Learn:
- Why Duane founded Dental Compliance Specialists
- How DCS helps dental practices and their patients
- The different types of engagements in which dentists will benefit from consulting
- Why dental practices should consider third party record auditing
- How dental compliance consulting makes dental offices safer for patients, dentists, and their staff.
How to contact Duane Tinker
- Website: //dentalcompliance.com/
- Email: toothcop@dentalcompliance.com
- Podcast: //dentalcompliance.libsyn.com/
- LinkedIn: //www.linkedin.com/in/duanetinker/
- Facebook: //www.facebook.com/dentalcompliance/
- Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify and the Dental Compliance Specialists website.
Randy has been a Principal with CIC Services since 2012. He has been a Marketing and Communications professional since 2007 when he joined Procter & Gamble’s Brand Management Group. His career transitions have taken him from P&G to Pfizer Pharmaceuticals to the Ellison Group to Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC.
Randy has an entrepreneurial bent and is active in investment real estate. He is an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. Randy received his Bachelor of Science degree from the United States Military Academy in 1992.
Randy resides in Knoxville, TN with his lovely bride of 26 years, Shannon. They have five children. Randy and Shannon helped found a Classical Christian School in Knoxville that is entering its 16th year with over 250 students. Randy still serves as school board president.
What You Will Learn:
- How captive insurance works
- How dental practice owners can set up a captive insurance company
- The benefits of using captive insurance vs. market insurance
- How to get paid out by your captive insurance company
- Why captive insurance is a great option for larger practices
How to contact Randy Sadler
- Website: cicservicesllc.com
- Phone: (865) 599-6104
- Email: Randy@cicservicesllc.com
- Facebook: //www.facebook.com/captivatingthinking/
- LinkedIn: //www.linkedin.com/in/randy-sadler-2746644/
Dr. Nicholas is a Maryland area dentist who is part of a tradition of dental comfort and care. Dr. Nicholas, a 1987 graduate of the University of Maryland Dental School, has dedicated his professional career to providing you with the best that dentistry has to offer.
Dr. Nicholas has completed courses in cosmetic dentistry, endodontics, orthodontics, restorative dentistry, implant dentistry, periodontal (gum) therapy and infection control. He is a member of the American Dental Association, Maryland State Dental Association, Academy of General Dentistry, Dental Organization of Conscious Sedation, and the American Academy of Cosmetic Dentistry.
Specializes in: Efficiency, Clinical, and Practice Management Systemization, Accelerated Hygiene.
What You Will Learn:
- Dr. Nicholas’s background and journey into dentistry
- The different services Dr. Nicholas offers to the dental community
- How Dr. Nicholas got into dental coaching and continuing education
- Dr. Nicholas’s work with Monday Morning Dentistry, The Smile Protection Plan, the Dental Assistant School of Maryland, and Nicholas Dental Care
- How dentists can delegate while ensuring the quality of work
- What helped Dr. Nicholas achieve success and the financial mistakes that did the opposite
How to contact Dr. Aaron Nicholas
- Website:
- //mondaymorningdentistry.com/
- //dental-maryland.com/
- //smileprotectiondentalplan.com/
- //dentalassistantmaryland.com/
- Twitter: @NicholasDental
- Facebook: //www.facebook.com/NicholasDentalCare/
- LinkedIn: //www.linkedin.com/in/aaron-nicholas-a0986914/
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- How good bookkeeping can put more money in your pocket
- Why good books can help us grow our collections number
- How organizing our books can help us measure our expenses to increase efficiency
- Why proper bookkeeping can help us read our net profit and keep more of what we make
- Why bookkeeping impacts your ability to make decisions as a business owner
Additional Resources:
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Bryan L. Elwood focuses his practice in the corporate, transactional, and finance sectors, advising clients in negotiating and implementing asset and equity acquisitions and dispositions, corporate restructurings, and financial transactions. He has extensive experience advising dental support organizations, large dental practice groups, individual dentists, and other health care providers in a variety of corporate and regulatory matters, including buying and selling dental practices, forming dental support organizations, and preparing and implementing business support and other related agreements between dental support organizations and dental practices. In addition to his dental and other health care legal work, Bryan also provides general corporate governance and business transaction services to clients across all industries and has significant experience representing creditors, debtors, and other parties-in-interest in the areas of creditors’ and debtors’ rights and complex bankruptcy cases.
Prior to joining Parsons Behle & Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division).
What You Will Learn:
- How the practice acquisition timeline typically works, and why Bryan compares the process to a courting relationship
- Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed
- What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs
- Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal
- Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement
- What other work Bryan does for dentists and dental practices alongside his work in practice acquisition
- How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters
- Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time
How to contact Bryan Elwood
- Telephone: (801) 536-6781
- Email: delwood@parsonsbehle.com
- LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/
Prior to joining Parsons Behle & Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division).
What You Will Learn:
- How the practice acquisition timeline typically works, and why Bryan likens the process to a courting relationship
- Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed
- What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs
- Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal
- Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement
- What other work Bryan does for dentists and dental practices alongside his work in practice acquisition
- How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters
- Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time
How to contact Bryan Elwood
- Telephone: (801) 536-6781
- Email: delwood@parsonsbehle.com
- LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/
Alastair J. Macdonald is a private advisor to established entrepreneurs, investors and business owners. He is a TEDx speaker who lectures and presents his economic, social, market and financial forecasts to private equity, hedge funds, endowments and large investors across the US and internationally. He is the owner of the consulting firm Parallax Strategic Advisors and is the editor and publisher of the economic, social and market forecasting service “The Parallax Report.”
He has served as an advisor to state governors and legislators on social and economic policy, as well as public policy think tanks. As an ex-safari guide and National Geographic expedition leader, he is Chairman of the Board of Chengeta Wildlife International, an elephant conservation and anti-poaching organization with operations throughout west and central Africa.
When not traveling, writing, working with clients, or wrasslin’ his two teenage kids, he is an active black-belt competitor and instructor in the sport of Brazilian Jiu-Jitsu.
What You Will Learn:
- How Alastair’s upbringing in Zimbabwe and experiences as an entrepreneur-led him to relocate to the United States and to work with other entrepreneurs
- How Alastair serves as the Chairman of Chengeta Wildlife International, an elephant conservation and protection charitable organization
- How criminal elephant poachers tend to overlap with many other serious criminal enterprises such as child sex trafficking, drug and weapon sales
- How Alastair’s coaching work has moved toward working with dentists in recent years, and why he enjoys working with dentists
- How wisdom from Alastair’s Brazilian Jiu-Jitsu background led him to his Four Futures philosophy of Mind, Meaning, Muscle, and Money
- How dentists who own dental practices can use Alastair’s Four Futures model to improve all aspects of their lives
- What a “love bomb” is, and how it can both lift up the people around you and create a ripple effect of positivity
- Why meditation is a powerful tool that can help increase your visibility and to be present in each important moment
- Why modern distractions and the pace of our modern lifestyles causes us to lose our sense of presence, and why improving your presence can be a superpower
How to contact Alastair Macdonald
- Facebook: www.facebook.com/alastair.j.macdonald
- Website: //parallax.vip/
- Website: www.dentalsuccessnetwork.com/faculty/alastair-macdonald/
Dr. Kianor Shah is a practicing Dentist and an Entrepreneur from Southern California. As a traveling healthcare provider, Dr. Shah has practiced in more than 300 offices. As a businessman, Dr. Shah has built numerous co-brand, private label, and Peer-to-Peer partnerships in the Healthcare Industry.
Dr. Shah is a seasoned educator in clinical topics of Head and Neck Anatomy, Biophysics, Surgical Extractions, and Oral Implantology. Dr. Shah addresses domestic and international financial executives annually with Healthcare Industry forecasts and advises Financial Technology companies.
Dr. Shah completed his undergraduate studies at Western Illinois University, where he earned a Bachelor of Science in 2000. Dr. Shah graduated in 2006 with a Doctorate in Dental Medicine from Southern Illinois University. He has finished an M.B.A. at Brandman University in International Business in 2016.
His participation as a Fellow of the International Congress of Oral Implantologists, a Fellow of the California Implant Institute, and a Fellow of the International Academy of Dental-Facial Esthetics has culminated in his Mastership and Diplomate status of the International Congress of Oral Implantologists.
Dr. Shah has been in various roles as an Inventor, founder, owner, Chairperson, CEO, President, Managing Director, Partner, Associate, and Consultant for a variety of domestic and international related business matters.
In addition to his expertise practicing General Dentistry, Dr. Shah practices in the fields Prosthodontics, Periodontics, Endodontics, Pedodontics, Orthodontics, and Oral Surgery. Dr. Shah reads, writes, and speaks English, German, and Farsi languages.
What You Will Learn:
- How Dr. Shah grew his dental practice before selling it and relocating to Southern California with his family
- What key lesson Dr. Shah learned during the course of his career about learning from his mistakes and avoiding the same mistake in the future
- What common financial mistakes Dr. Shah sees dentists often make when attempting to grow and expand their practices
- Why Dr. Shah considers owning a practice to be an important step any dentist should take to achieve the life they envisioned when they went to dental school
- What time-saving tips and activities Dr. Shah recommends, and why delegation is vital and micromanagement is an issue
- Why negotiating everything, making smart decisions, investing in yourself and your skills, and knowing your numbers are all important for growing a practice
- Why building a good connection and creating a positive experience for your patients is an important business skill
- Why Dr. Shah relies heavily on his accountant to help him save money on his taxes, and what advice he has for dentists looking to save money
- Why Dr. Shah recommends you continue to innovate, strategize, and stay current with your dental skills
How to contact Joe Nichols
- Website: //desertdreamdentistry.com/
- Website: //kianorshah.com
Joe has a broad range of experience in working with defined benefit plans in the areas of design, administration, compliance and funding. Joe has served as a consultant to many types of clients, including corporate and public. Joe is an enrolled actuary who is responsible for ensuring the technical accuracy of projects as well as the effective communication of the results to the executive staff, employee benefits committees, boards, legislative committees, and other interested parties.
Over his 30-year career, Joe has worked with regional and national actuarial firms. He also created his own pension actuarial and administration firm in 1997 and sold his interest in 2012. Joe has broad experience in providing actuarial and administrative services as the lead consultant to a variety of clients from owner-only plans to large corporate plans and statewide retirement systems. His work has included standard actuarial work including actuarial valuations, experience studies, projection modeling, cost studies and presentation. He also deals in special consulting projects related to data analysis, benefit calculation programs, mergers and acquisitions as well as support in liquidity analysis and bankruptcy proceedings.
What You Will Learn:
- Joe Nichols’ story and his current role as Director of Actuarial Services at DWC
- What is a defined benefits plan and how does it work
- How to set up a defined benefits plan
- The characteristics that make an effective defined-benefits-plan design
- The advantages and disadvantages of a 401k vs. DB plan
- Key questions that business owners should ask during the plan design process
- Who is included in the DB plan
How to contact Joe Nichols
- Website: www.dwc401k.com
- Twitter: @JoeJoeActuary
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Processes that will help you build wealth and keep more of what you make
- The questions you should ask going into the 2019 tax planning season
- Why you need a consistent open dialogue with your CPA
Additional Resources:
- Website: www.theprogressivedentist.com
- Twitter: @CraigC2742
- LinkedIn: //www.linkedin.com/in/craigcodycpa
Jake Conway is the founder of Custom Practice Analytics, CFO of Flag Ship Dental Group, and a business analyst for the Dental Success Institute.
What You Will Learn:
- Jake Conway’s story and his role as a business analyst with DSI
- How DSI helps dentists run their practices by the numbers
- Why dentists working with a CPA and consultancy like DSI run their practices more efficiently
- The techniques DSI uses to reduce overhead and other costs
- How to hold your team members accountable for budgeting
- The importance of working with someone to make sure your books are always in order
How to contact Jake Conway
- Website: //www.truedentalsuccess.com/
- Instagram: @dentalsuccessinstitute
- Facebook: //www.facebook.com/groups/TheDentalpreneurPodcast/
- LinkedIn: //www.linkedin.com/company/dental-success-institute/
Larry Broughton is a self-proclaimed “schizophrenic entrepreneur”, award-winning hotelier, keynote speaker, thought leader, mentor, and bestselling author. His work has been featured in high-profile media outlets like MSNBC, The New York Times, CBS, The Wall Street Journal, Bloomberg Business, NPR, the Travel Channel and more. Prior to becoming the founder and CEO of Broughton Hotels, Larry served his country as a U.S. Army Staff Sergeant in the Green Berets. His remarkable success in the business arena and his profound thought leadership make Larry a stand-out expert in entrepreneurship and growing and scaling businesses.
What You Will Learn:
- Larry shares how, at a young age, he recognized the power and potential of small teams unified by a single guiding vision. He discusses why he joined the military and why he chose to join the Special Forces.
- Larry discusses how he learned the power of camaraderie during his time in a small Special Forces A-Team, and he shares how he discovered his entrepreneurial interests while in the military.
- Larry talks about the writing of his book, VICTORY: 7 Revolutionary Strategies for Entrepreneurs to Launch Your Business, Elevate Your Impact and Transform Your Life, and he describes his goals and intent for the book.
- Larry shares his top strategies that dentists can use to strengthen their practices, grow their businesses, and build their reputations. He shares why a focus on client relations is the key difference between a great dentist and an unsuccessful one.
- Larry discusses why he sees effective time management as an extension of effective team management. He shares an exercise that he takes all of his coaching clients through that helps them better focus their time spent.
- Larry explains why 67% of any typical company’s workforce is either disengaged or actively disengaged, and he shares the importance of having the right person in the right position.
- Larry explains why everyone in his hotel company takes the CliftonStrengths assessment and the Kolbe A Index assessment to identify where their strengths, talents, and interests lay and whether they are in the right role.
- Larry discusses why it is important to ensure that your team understands the vision of your organization, and he talks about why you should be preaching your vision every single day.
How to contact Larry Broughton
- Website: www.thelarrybroughton.com
- Instagram: www.instagram.com/larrybroughton/
- Twitter: //twitter.com/larrybroughton
- Facebook: www.facebook.com/larrybroughton/
- LinkedIn: www.linkedin.com/in/larrybroughton/
Dr. Katherine Bracy graduated from the prestigious University of the Pacific Arthur A. Dugoni School of Dentistry in San Francisco, California. She practiced as a full-time general dentist before deciding that her true calling was working with children. She was accepted to Saint Barnabas Hospital where she trained for an additional two years. Dr. Bracy graduated with a certificate in pediatric dentistry and went on to complete her board certification in the specialty, an honor representing the highest possible credentials within the field. She worked as an attending at the Rose F. Kennedy Center helping children and adults with developmental disabilities. She has been happily serving children in the Rockland County area as a full-time pediatric dentist since graduating.
Dr. Bracy is also a Certified Lactation Counselor (CLC). As a CLC she is able to provide support and counseling to families who are thinking about breastfeeding or have questions or problems during the course of their breastfeeding journey. She currently is a member of the Rockland County Breastfeeding Coalition group as a Pediatric Dentist to help address tongue and lip tie issues that may affect breastfeeding moms in the Rockland County area.
She believes in making every experience as comfortable as possible and nothing brightens her day more than to see a happy, healthy smile! During her spare time, she enjoys spending time with her beautiful family, reading and hiking.
Professional Affiliations
- Diplomate, American Board of Pediatric Dentistry
- American Pediatric Dental Association
- Northeast Society of Pediatric Dentists
- New York Academy of Pediatric Dentistry
What You Will Learn:
- Dr. Bracy’s journey into entrepreneurship
- The role of financial planning in her business strategy
- The tactics and strategies that Dr. Bracy has used to grow her practice
- Common financial mistakes and pitfalls that dentists overlook
- Tools and resources that Dr. Bracy found helpful in the early stages of running her business
- How to overcome a lack of business experience when you open a practice
How to contact Dr. Katherine Bracy
- Website: //www.lapetitedent.com/
- Facebook: //www.facebook.com/lapetitedent
- LinkedIn: //www.linkedin.com/in/katherine-bracy-9452a944
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Cost segregation studies and how they relate to the building you own
- How you can use cost segregation studies to lower your tax bill
- How you can use cost segregation studies to offset the cost of your renovation
- Why you can do a cost segregation study any time after you’ve purchased the building
- Common reasons why dentist don’t do a study, and how to get past them
- Why cost segregation studies are good to keep in your back pocket
Additional Resources:
- Website: www.theprogressivedentist.com
Jessica Martin, the owner of Martin Management and co-owner of Martin Dental, a thriving dental office in Eau Claire, Wisconsin, loves sharing ways to help dental offices decrease patient anxiety and make the dental experience positive for every patient. She uses her background in psychology to get to the real reasons why patients feel anxious or fear at the dentist and has created tools for dental offices to remove some of the most common barriers to dental care. Jessica has traveled around the country to teach teams how to do the patient experience better and has been featured on the Dentalpreneur Podcast, WEAU 13 News, has been on the Dental Marketing Guy YouTube show, and was a speaker at the Vivid Progression dental conference in the Bahamas.
What You Will Learn:
- How Jessica Martin distinguished her dental practice from competitors without marketing
- How her background in psychology enabled her to take a new approach to patient growth and retention
- The tools Martin uses to absolve patients of their fear and anxiety
- Lessons that they learned about the business side of running a practice
- The challenges associated with scaling a dental practice or expanding
- Common financial mistakes that dentists make in growing their practice
- The most important areas to focus on as a new practice owner
How to contact Jessica Martin
- Website: www.martinmanagementllc.com
- Facebook: www.facebook.com/MartinManagementEC
- LinkedIn: www.linkedin.com/in/martindentaljessica/
John G. Iannarelli retired from the FBI after more than 20 years of service, during which time he was a member of the FBI SWAT Team and participated in the investigations of the Oklahoma City Bombing, the 9/11 attack, the shooting of Congresswoman Gabrielle Giffords and the Sony Hack. Among his many FBI assignments, John previously served in Washington, D.C. as the FBI National Spokesperson and later a member of the Executive Staff of the FBI’s Cyber Division. He was a Squad Supervisor before becoming the Assistant Special Agent in charge of the FBI’s Phoenix Division, the number two position overseeing all criminal, cyber and counterintelligence investigations throughout Arizona. During his FBI tenure, John was also the recipient of the FBI Director’s Distinguished Service Award, for which he was selected from the ranks of the Bureau’s 35,000 employees.
A former San Diego Police Officer and a graduate of the University of San Diego School of Law and international studies at Oxford, England, John is also an attorney admitted to the practice of law in California, Maryland and the District of Columbia. In addition, John is the recipient of an Honorary Doctorate of Computer Science in recognition of his contributions to the field of cyber investigations.
An engaging and entertaining speaker, John is the author of four books, including Why Teens Fail and What to Fix, a parents’ guide to protecting their children from Internet predators and other dangers, Information Governance Security about how businesses can protect their important information from loss or compromise and How to Spot A Terrorist Before It’s Too Late, a guide to help people recognize and prevent terrorism before it can occur. His soon to be released fifth book, Disorderly Conduct, examines the lighter side of law enforcement and the humorous moments working for the FBI.
John is a frequent on-air contributor for the Fox News Channel and other national media, to include having provided live on-scene coverage from Las Vegas of the Mandalay Bay shooting as it occurred. John is now a highly sought-after keynote speaker, known for sharing his intriguing insights combined with his sense of humor. He has presented to numerous Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican, where he has personally met on several occasions with Pope Francis.
What You Will Learn:
- Best practices for keeping your IT infrastructure safe from criminals
- Common hacker techniques for breaching your security
- Phishing, spyware, malware, and what they do
- The best methods for educating your employees about cybercrime
- How to practice preventative cybersecurity measures through the hiring process
- Which businesses are at the highest risk for cybercrime
- The risks of wire transfers and how to conduct them safely
- Ransomware and how to protect your servers in the medical field
How to contact John Iannarelli
- Website: www.FBIJohn.com
- Twitter: @FBIJohn
- LinkedIn: //www.linkedin.com/in/fbijohn?trk=author_mini-profile_title
Dr. Burghardt provides some of the latest advances in dental technology, including digital x-ray technology, mercury-free restorations, and implants to replace missing teeth. Each year, Dr. Burghardt attends extensive postdoctoral studies with the nation’s foremost clinicians.
Best of all, Dr. Burghardt combines this “big city” clinical dentistry with “small town” dental care and communication that makes patients feel right at home.
Dr. Burghardt attended the College of William & Mary before earning his doctorate from the University of Colorado School of Dentistry. He enjoys skiing, the outdoors, and exploring New England.
Dr. Burghardt is an award-winning dentist. He has been voted a regional favorite and won the Reader’s Choice Awards in 2015, 2016 and 2017.
What You Will Learn:
- Dr. Burghardt’s story and how he became an entrepreneur
- The significant role that coaches and mentors play in his daily life
- How Burghardt managed to double the size of his practice and open a second one
- Best practices for managing your finances
- Developing your strengths to exceed patient expectations
- Common financial mistakes that dentalpreneurs make
- Time-saving tips for dental practitioners
- When it is time to expand your practice
How to contact Dr. William Burghardt
- Website: //luxe-smile.com/
- Twitter: @LuxeSmile
Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Why you should start tax planning now
- Why tax planning is a continuous process
- The guaranteed results of tax planning
- How to choose the right business entity
- Picking the best healthcare/retirement plan for your business
- The deductions you can make with a home office
Additional Resources:
- Website: www.theprogressivedentist.com
Most people consider Ted Thomas Americas Tax Lien Certificate and Tax Deed Authority. Since 1989 Ted has been teaching and guiding newcomers and serious-minded investors how to make money with safe secure predictable tax lien certificates.
What You Will Learn:
- Ted’s story and how he went from airline pilot to real estate expert
- What is a tax lien certificate
- The accessibility of tax lien certificates
- How to purchase tax lien certificates directly from the government
- Different ways that you will see ROI from tax lien certificates
- Purchasing a home for 1-2% of it’s market value
- The predictable, certain, and secure nature of tax lien certificates
How to contact Ted Thomas
- Website: TedThomas.com
- Podcast: TedThomasPodcast.com
- Twitter: @TaxAuctionTed
Dr. Addison Killeen is a dentist and entrepreneur in Lincoln, Nebraska. After receiving a Bachelors in Psychology from Saint Louis University in 3 years, he worked as a Special Projects Manager for Telesis, Inc. in Lincoln, Nebraska. Telesis Inc. is a business conglomerate that has entities that include a Department of Defense Contractor, Nebraska’s largest Brewery, a Carbon-reduction technology investor and the restaurant group including Lazlo’s and FireWorks. During his time there, he helped form corporations and do the financial management to ensure that each business cost category had maximum efficiency. He then attended the University of Nebraska College of Dentistry to earn his Doctorate in Dental Surgery.
After dental school he worked in a few offices, and came to realize there is a severe need for more business knowledge in the dental industry. Corporate dental chains can afford a high level of sophistication, but this doesn’t mean the cottage dental industry can’t realize the same efficiencies.
He is a Partner/Owner in Williamsburg Dental, an emerging group in the Lincoln, Nebraska area with 6 offices. They are the largest group in Lincoln, and have grown with great clinical care and a philosophy of, “Treat Everyone Like Family.”
Now that Dr. Killeen has stopped all clinical work, he has focused on helping other dentists. He works with the brightest minds in dentistry at the Dental Success Institute (DSI) and Dental Success Network (DSN). Dental Success Institute was founded by Dr. Mark Costes. He exclusively helps other dentists inside the Elite Practice Mastermind at DSI.
Away from the office Dr. Killeen is married to his wife Rachel, and they have two boys. His wife Rachel is also a Dental Hygienist, and she knows how to keep the doctor on schedule! When not swimming with the boys or going to the Zoo, Dr. Killeen enjoys endurance running and bike racing with his bike team- the Lincoln Abrahams.
What You Will Learn:
- Dr. Killeen’s story and his current role as COO of the Dental Success Network
- Best practices for hiring and employee retention
- Building a mastermind group with your staff
- Dr. Killeen’s due diligence process for buying your first practice
- The ideal overhead for your practice based on its size and location
- Metrics that can be used to accurately measure the health of your business
- Dental Success Network and what it offers
- The most common financial mistakes that dentists make
How to contact Addison Killeen
- Website: www.addisonkilleen.com
- Website: //www.williamsburgdentalllc.com/
- LinkedIn: //www.linkedin.com/in/addison-killeen-dds-08521038
- Book: By the Numbers: A Guide to Buy and Run Your Dental Practice
Dr. David Phelps owned and managed a private practice dental office for over twenty-one years. While still in dental school. He began his investment in real estate by joint-venturing with his father on their first rental property in 1980. Three years later, they sold the property and David took his $25,000 capital gain share and leveraged it into thirty-one properties that later produced $15,000 net cash flow.
Multiple health crises suffered by his daughter, Jenna (leukemia, epilepsy and a liver transplant at age 12). This led David to leave the practice so that he could spend time with his daughter. Unfortunately, a divorce and failed practice sale provided additional setbacks that he had to think and work through.
Today, David is a nationally recognized speaker on creating freedom, building real businesses and investing in real estate. He also combines his professional and personal experiences to illustrate how the tactical and aspirational work together. David helps other logical, rational professionals become dreamers. then strategically manifest those dreams into freedom. He authors a monthly newsletter, “Path to Freedom· and hosts ‘The Dentist Freedom Blueprint” podcast. Freedom Founders Mastermind Community grows exponentially. year by year. providing the pathway to freedom for many professional practice owners.
What You Will Learn:
- Dr. David Phelps’ story and how he went from dental student to real estate investor
- How Phelps built a real estate portfolio while running a dental practice
- The financial freedom of real estate investment
- Alternative investments and their role in your exit strategy
- Who are the clients that Phelps works with and why
- Tips to save time in this process
- Words of advice for young practice owners looking to invest
How to contact David Phelps
- Website: www.freedomfounders.com
Brett started Right Click Computer Solutions in 2011 with the goal of helping small businesses utilize technology to run their businesses efficiently and effectively. Right Click works with businesses to make sure that their networks and data are secured and protected 24/7 to ensure they are always working at their full potential. Clients get access to our help desk so that we can assist with any technical related issues that arise. We believe that implementing current technology trends is an integral part of running a successful business and we take pride in helping our clients achieve their goals.
What You Will Learn:
- Best practices for IT at a dental office
- Different types of network security options and how they work
- Malware and Ransomware
- How to properly backup your network
How to contact Brett Harrison
- Website: www.rightclickcomputersolutions.com
- LinkedIn: //www.linkedin.com/in/brett-harrison-10a53825/
Alan Mead is a 1997 graduate of the University of Minnesota School of Dentistry. He’s been a practice owner in Saginaw, MI since 1998. An avid podcast listener and blogger since 2008, he often wondered “why couldn’t I do this?” After meeting Jason at a Cosmedent course in 2013, Alan finally pestered Jason into starting the Dental Hacks podcast in June of 2014.
Alan lives on a horse farm west of Midland, Michigan with his wife Deb and his two sons, Sean and Jacob. They take care of a rotating menagerie of horses, barn cats, a dog named Gracie and a miniature donkey named Floyd.
What You Will Learn:
- Dr. Alan Mead’s journey into entrepreneurship
- How Mead found a passion for podcasting and created his own show
- Dental Hacks Academy and what they do
- Buying a practice vs. startup
- The biggest financial challenges Mead faces as a dental entrepreneur
- Mead’s best practices and time-saving tips
- Developing your company culture and bringing the clients on board with new processes
How to contact Anissa Holmes
- Website: www.dentalhacks.com
- Twitter: @dentalhacks
Dr. Anissa Holmes, a Dentist, Business Acceleration Coach, Social Media Strategist, and Best Selling Author is a leader in the dental industry. Dr. Holmes has coached and advised coaches, million-dollar practice owners, and startup practices. Based on her massive success, Dr. Holmes has been featured in top dental publications, such as Dental Economics, Dentistry IQ, and Dental Products Report, and has been featured as one of the top 25 Women in Dentistry. Dr. Holmes has also been featured in the TOP selling business books The 30-Day Book and Rise of the Youpreneur.
She has also been a featured speaker at Social Media Marketing World and her Delivering WOW Dental Podcast has listeners in over 100 countries. Dr. Holmes is the Founder of the Platinum Mastermind, an Online Coaching Community for Dentists and Teams, run Facebook Bootcamps to help practices learn how to effectively use Social Media and Digital Marketing.
What You Will Learn:
- Dr. Anissa Holmes’ story and how she went from struggling practitioner to business coach
- The proper way to leverage your social media to acquire new patients
- How coaching and mentorship generated significant revenue for Holmes’ practice
- Effective marketing tactics for dental practices
- How to take a holistic approach to grow your practice
- Different processes that need to be put in place to achieve growth and scale
- The Platinum Mastermind and what it is
How to contact Anissa Holmes
- Website: www.deliveringwowchallenge.com
- Twitter: @deliveringwow
M.C. Laubscher is a wealth strategist, educator, and financial freedom fighter. He is the President and CEO of Producers Wealth and creator and the host of the popular and top-rated business and investing podcast, Cashflow Ninja.
His purpose and mission is to help producers and creators create, protect and multiply their wealth in ANY Economy without getting ripped off by Wall Street & their governments.
M.C. challenges existing societal belief systems and misinformation around concepts such as money, saving, investing, wealth and retirement.
He has shared these ideas as a guest on several podcasts and is a regular contributor to Grant Cardone TV, Steemit, Medium.com, Linkedin Pulse and Biggerpockets.
What You Will Learn:
- M.C. Laubscher’s story and how he got into real estate
- The importance of coaching, mastermind, and mentorship
- How to prepare yourself for retirement if you want something more
- What it means for your greatest asset to be yourself
- Infinite banking and how it works
- Using infinite banking to grow your business and achieve financial freedom now
How to contact M.C. Laubscher
- Website: www.yourownbankingsystem.com
- Twitter: @mclaubscher
Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network’ insurance provider, he’s managed to build a successful practice by integrating technology at the highest level.
He produces a weekly podcast called ‘TBone Speaks Dentistry’ and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at www.TBoneSpeaks.com.
What You Will Learn:
- Dr. Agarwal’s journey into dentistry and entrepreneurship
- What it means to be a practicing dentist before anything else
- The early financial struggles of starting your own dental practice
- What inspired Dr. Agarwal to become a speaker and educator
- Where to access his podcasts, courses, and event information
- The importance of revisiting the basics while attempting to expand your practice
- How to adapt to market changes in the dental industry
- Strategies for bringing new technology and procedures into a traditional practice environment
How to contact Dr. Tarun Agarwal
- Website: www.tbonespeaks.com
- Twitter: @tbonespeaks
A rule-breaker in his youth, David Harris changed his direction and has spent much of his adult life in the world of investigation and enforcement, where he uses his unrivaled ability to understand the criminal thought process to help educate and protect dentists. David is the Chief Executive Officer of Prosperident, the world’s largest firm investigating financial crimes committed against dentists.
David is a licensed private investigator, a CPA, and is “dual certified” in fraud investigation. He has lectured at universities in four countries in the faculties of business, law and dentistry. David is a prolific author and frequent guest speaker at regional, national and international dental conferences and his vast wealth of experience, coupled with his keen sense of humor makes David both an engaging and entertaining speaker.
What You Will Learn:
- How David Harris and Prosperident are helping to educate and protect dental professionals from fraud and embezzlement
- Ways to identify fraud in your practice
- Understanding the security benefits of balancing daily and monthly
- The impact of technological change on your money flow
- The importance of familiarizing yourself with practice management software
- How David Harris conducts a fraud investigation
- What to do if you suspect fraud in your practice
- The risks of trying to handle a fraud or embezzlement scenario yourself
How to contact Dr. Mark Costes:
- Website: www.dentalembezzlement.com
- Email: david@dentalembezzlement.com
Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Additional ways to keep more of what you make by analyzing your expenses
- The common misconceptions of home-office deductions
- How to milk your home office for everything it’s worth
- Utilizing health savings accounts to save money
- How to use a medical expense reimbursement plan to turn big-ticket medical procedures that aren’t covered by insurance into dollar-for-dollar deductibles
Additional Resources:
- Website: www.theprogressivedentist.com
Dr. Mark Costes is far from a typical dentist and dental coach. During his career, he has been able to start or acquire over a dozen successful dental practices during some of the profession’s most challenging times. Dr. Costes’s journey has not come without its setbacks. In fact, he credits much of his success to the fact that he made more mistakes in his first year of private practice ownership than most dentists make in an entire career.
What separated him from the masses, however, was the fact that he viewed each failure and roadblock as a learning experience and an opportunity to improve his business and life. This philosophy, as well as his decision to model the world’s most successful business owners, has led him to where he is today.
Dr. Costes is the founder of the Dental Success Institute, a company committed to helping dentists achieve their full potential while recapturing their passion for dentistry. He is also the founder of the Horizon Schools of Dental Assisting which has experienced explosive growth and has expanded to over one hundred and eighty locations throughout the United States. He is the co-founder and CEO of the Dental Success Network. Dr. Costes is the International and #1 Amazon Best Selling Author of the book Pillars of Dental Success. His podcast, The Dentalpreneur Podcast now has listenership from over 130 countries worldwide. Mark is the proud Father and Husband to Leslie and their three sons; Bryce, Brendan, & Brady. They live in Prescott, AZ.
What You Will Learn:
- Important factors that helped Mark Costes build successful businesses in dentistry and consulting
- How Costes used his challenges and mistakes to propel his businesses forward
- The importance of mentorship and guidance when you start down a new path
- How Dr. Costes entered the influencer space and became a speaker
- Dr. Costes’ journey into consulting and dental performance coaching
- The phase and belt system that Dr. Costes uses to evaluate his clients’ practice performance and recruit coaches
- Time-saving tips that will increase your efficiency
- Critical clinical skills that professionals should focus on
How to contact Mark Costes:
- Website: //www.truedentalsuccess.com/
- Twitter: @Dentalpreneur
- LinkedIn: //www.linkedin.com/in/mark-costes-dds
- Email: info@truedentalsuccess.com
Bill Black is the president of W.H. Black & Company, a firm that specializes in pension and life insurance planning. Bill has worked in the field of pension administration for 40 years, and he specializes in custom-designed plans for closely-held businesses and professional practice owners. Bill is a national and international speaker on the topic of Qualified Plans and has been quoted in USA Today and several important industry publications, as well as having appeared as a guest on several radio shows to speak about financial topics. He holds a B.A. from Rollins College in Business Administration and Economics, is a CLU, ChFC, Life and Qualifying member of the Million Dollar Round Table, and an eighteen time Court of the Table and Top of the Table qualifier.
What You Will Learn:
- Bill shares his history and background in pension administration and business consulting, and he shares how he works with closely-held businesses and professionals to save money in taxes through custom-designed retirement plans.
- Bill discusses how the plans he designs for people allow them to keep as much money as possible, and he dispels some of the pervasive myths that surround designing retirement plans.
- Bill talks about how he determines what plan is the most beneficial for his clients, and he describes the differences between the types of plans available to business owners and professionals.
- Bill explains why practice owners do not have to cover all of their employees, and he shares strategies he uses to maximize the benefits his clients receive from their plans including spousal benefits and other strategies.
- Bill explains non-qualified plans and how they can help grow wealth in a tax-deferred way. He explains how these plans can help defend assets against predatory lawsuits.
- Bill describes what a “favorable determination letter” from the IRS is, and he shares how the letter can protect you by documenting that your plan is approved by the IRS.
How to contact Bill Black:
- Website: //pensionspecialist.net/
- Website: //pensionspecialist.net/printable-brochures/
- Email: bill@pensionspecialist.net
- Telephone: (888) 412-4120
Dr. Grace Yum is the founder of Yummy Dental and Orthodontics for Kids in Chicago, and the owner of Mommy Dentists in Business Facebook community. She has worked in the dental field for more than 20 years, and has been consulted by media outlets such as Chicago NBC and The Today Show for her expertise in pediatric dentistry. She is also the host of the Mommy Dentists in Business Podcast.
What You Will Learn:
- Grace shares how she got started in the dental field as a dental assistant at the age of 18 and found her love of pediatric dentistry and orthodontics. She shares why she pursued a degree in communications studies alongside her dental studies.
- Grace discusses the importance of finding good mentors to help guide your decisions, and she talks about why it is important to learn the business side of owning a dental practice.
- Grace shares details about the Mommy Dentists in Business private Facebook group and companion podcast she runs, as a space where moms who own dental practices can share tips, strategies, and support through the unique challenges they face.
- Grace explains why internal referrals from patients are the best way to market your business, and she shares her thoughts on building strong patient relationships and building trust in your practice.
- Grace talks about the importance of saving time through delegating work, both as a dental practice owner and as a mother. She explains why it is important to focus on doing the work that only you can do and getting help for the rest.
- Grace explains why she decided to expand to a second practice location in the suburbs, and she shares how she tested the waters before committing to building new construction for the new office.
How to contact Dr. Grace Yum:
- Instagram: www.instagram.com/yummydentalforkids/
- Facebook: www.facebook.com/yummydental
- Twitter: //twitter.com/drgraceyum
- Website: //mommydibs.com
Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.
What You Will Learn:
- Craig discusses the new Section 199 Qualified Business Income Deduction, and he explains how small business owners of S-Corps, LLCs, sole proprietorships and partnerships can use it to get a deduction of up to 20% of the business’s net income.
- Craig explains the difference between Qualified Business Income and Specified Service Income, and he shares how the 20% deduction begins to phase out at $315,000 taxable income and vanishes at $415,000 for Specified Service businesses like dental practices.
- Craig shares how appropriate planning can allow practice owners to get additional deductions if they are on the $415,000 bubble, by looking for ways to minimize their taxable income to fall within the Specified Service Income threshold.
- Craig explains why it is important to speak to your CPA and look for ways to reduce your taxable income so that you can keep more of what you make. He explains other tax deductions that you may qualify for including Section 179.
- Craig shares how goodwill works, and he explains amortization (a non-cash expense). He describes how goodwill can be amortized over the course of 15 years, and he shares how not amortizing your goodwill can cost you thousands a year.
- Craig explains why hiring your children at age 7+ and paying them a reasonable wage that goes into a Roth IRA can be a smart financial decision that can help lower your taxable income. Craig shares how paying your child through Schedule C will allow you to avoid paying FICA tax on their income.
Additional Resources:
- Website: www.theprogressivedentist.com
Chief Joseph Fox served with the NYPD from 1981 until his retirement in 2018, ascending the ranks to three-star Chief. Through his career, Joseph commanded Patrol Borough Brooklyn South, Patrol Borough Queens South, the Office of the Chief of Internal Affairs, the Office of the Deputy Commissioner of Training, and the 71st Precinct in Brooklyn. He was the head of the NYPD's Transit Bureau for the final six years of his career with the department, leading a team of more than 2,600 men and women to secure the nation's busiest metropolitan rail system, the New York City Transit System. Since retiring from public service, Joseph is currently serving as the Chief of Staff for SilverSEAL Corporation, a full-service global security firm based in New York and London. Joseph also provides speaking engagements, executive leadership coaching, and personal development services that utilize his extensive leadership experience.
What You Will Learn:
- Joe shares how he joined the NYPD at 24 years old in 1981, following in his father's footsteps and chasing his childhood dream of becoming a police officer. He discusses working with the same partner three different times across his career.
- Joe discusses the course of his career path and learning to mentor others. He talks about spending 25-30 years wondering when he would "become" a leader, and he shares a valuable lesson he learned about leadership.
- Joe explains why nurturing others is the key to becoming an effective leader. He discusses the foundations of his leadership coaching, and he explains the difference between a good boss and a great boss.
- Joe talks about why it is important to think of others not just on holidays or special occasions, but on days where nothing special is going on. He discusses how this matters both professionally and at home.
- Joe shares some of his favorite time-saving strategies, including using the "all day event" setting in his phone's calendar. He explains the importance of clearing his calendar every single day.
How to contact Chief Joseph Fox:
- Website: https://joefoxalliance.com/
- Facebook: www.facebook.com/josephfoxalliance
- LinkedIn: www.linkedin.com/in/joseph-fox-7bbaa6150/
- Twitter: @JoeFox
Dr. Benjamin Kacos is a Shreveport, Louisiana-based dentist who has owned his own practice for six years. During that six-year period, he purchased two existing practices and merged them into a single location. Ben is a loving husband and father to two young children with a third on the way, and he is passionate about community organizations like Holy Angels and Ducks Unlimited. He is an avid runner, which has lead to his passion for educating patients on the connection between oral and heart health. Ben is a member of the American Dental Association, Academy of General Dentistry, American Academy of Cosmetic Dentistry, and The President of the Northwest Louisiana Dental Association. He trains other dentists as a consultant for the Dental Success Institute and is the creator of Explore Education which provides extended training for dentists across the country.
What You Will Learn:
- Ben discusses his unique Explore Education continuing education program, which combines ongoing educational opportunities for dentists by integrating them into unique hunting and fishing trips.
- Ben shares how he originally intended to become an orthodontist, before a valuable piece of advice from a practicing orthodontist he was working for steered him towards general dentistry instead.
- Ben talks about why he finds leadership and personal development to be greater challenges than learning the business side of owning a practice, and he talks about how dental school taught him little to nothing about leadership and finances.
- Ben talks about why mindset is the key to overcoming many challenges, and he shares some specific motivational examples. He offers key strategies that he used to find the success he has attained and discusses the importance of watching your numbers.
- Ben discusses mindfulness and the importance of starting the day right, and he shares his morning routine and the deliberate steps he takes each day to have the right mindset for success.
- Ben shares why podcasts are a great free resource for information, and he shares some of the other dental podcasts he enjoys and finds informative in addition to the Progressive Dentist Podcast.
How to contact Dr. Benjamin Kacos:
- Website: https://shreveportsdentist.com/
Jordon Comstock is the Founder and CEO of BoomCloud, a software platform that helps dental practices create, organize, automate and manage in-house membership programs to help reduce their dependence on dental insurance. The BoomCloud software allows dental practices to create unlimited plans, payments, and reporting so that the office team can understand how the membership program is functioning and how effective it is proving. Jordan is also the co-host of the Navigating Dental Insurance Podcast, helping dental practices better understand and navigate insurance. Jordan has operated in the world of dentistry for more than fifteen years, having managed a dental laboratory in Salt Lake City for almost a decade.
What You Will Learn:
- Jordon shares how he got started in dentistry, working in his father's office at age 16, and he outlines how his career progressed into marketing and web design before returning to the dentistry field.
- Jordon explains how he got the idea for BoomCloud, to help automate the task of membership programs for dental offices. He explains the best practices for setting up a membership program at your dental practice.
- Jordon outlines the primary benefits practices can get from creating a membership program, including generating a recurring monthly cash flow stream and helping to build a loyal patient base.
- Jordon explains the importance of setting the right pricing model and adding the right benefits to make the program profitable to the practice as well as attractive to the patients.
- Jordon shares how a platform like BoomCloud helps dental practices scale their membership programs, and he explains why he believes strongly in the implementation of systems to help you scale any aspect of your business.
How to contact Jordon Comstock:
- Website: www.boomcloudapps.com
- How to Create & Grow a Dental Membership Program ebook: https://boomcloudapps.com/book
Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school.
What You Will Learn:
- Craig asks if you are satisfied with the amount of taxes you pay if you are sure you're taking advantage of every available tax break and if your tax advisor is giving you proactive advice to save on your tax liability.
- Craig shares why there are so many tax breaks that it's unlikely anyone is taking advantage of every one they're eligible for, and he explains why most tax advisors don't do a great job of looking for and communicating tax break opportunities.
- Craig shares why failure to plan is one of the most costly mistakes practice owners make, and he explains why being proactive and looking for ways to save money can make a huge difference.
- Craig explains the difference between financial offense and financial defense, and he shares why tax planning offers guaranteed results.
- Craig discusses why audit paranoia is unnecessary, and why you should document everything you do rather than not doing it out of concern that you might get audited.
- Craig shares why you need to make sure your business is operating out of the right entity. He explains the difference between C corporations, S corporations, partnerships, and sole proprietorships.
- Craig explains why your individual circumstances determine which business structure is the best way to go for your finances, and he explains why you should check with your CPA and attorney to determine whether you are structured as the best entity for you.
Additional Resources:
- Website: www.theprogressivedentist.com
Mark Podolsky, The Land Geek, is widely considered the country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in real estate and raw land since 2001 and has completed over 5,200 unique transactions. Mark is the host of one of the top rated podcasts in the Investing Category on iTunes, aptly titled The Art of Passive Income Podcast. Mark is also the author of Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs and The Land Geek Passive Income System: No More R's- How to Create a Passive Income in Real Estate Without Renters, Renovations or Rodents.
What You Will Learn:
- Mark shares how his very first job out of college was at AFTCO, a dental brokerage, and consultant where he helped dentists buy, sell and transition their dental practices.
- Mark discusses getting a job with a company specializing in mergers and acquisitions, and he explains why he hated it and jumped into tax deed auction investments by buying a few $300 empty parcels and selling them for $1200 each.
- Mark shares details about his three active businesses: Frontier Properties, Land Geek Enterprises, and GeekPay.io. He shares how the three businesses all specialize in different areas and aspects of investing.
- Mark talks about why he started his podcast, The Art of Passive Income Podcast, and what sort of topics he discusses and what kind of guests he invites to join him on the show.
- Mark discusses the important skill of time management, and he shares why he is always looking for tasks that he can eliminate, automate or delegate to free up time in his day. He shares valuable time-saving tips other entrepreneurs can use.
- Mark discusses the importance of self-care, exercise, stress reduction, meditation and other strategies to maximize his energy and get himself into the right headspace for success.
Resources:
- Website: www.thelandgeek.com
- Website: www.thelandgeek.com/launchkit
- Website: www.zapier.com
The S.A.F.E. System and Alternative Investment Strategies, with Tom Dunkel
Tom Dunkel began his career by becoming an accomplished corporate finance leader with more than $1.2 billion of middle-market mergers and acquisitions, but he decided to leave the finance world and instead tackle the world of real estate investing. Tom is now the president of US Mortgage Resolution and the co-founder of Belrose Asset Management. Tom has over 25 years of real estate and investment experience and teaches a real estate and mortgage note investment course at the CAMA Academy. Tom is experienced in working with high net worth individuals and has managed over $30 million in investments in alternative assets such as distressed mortgages, tax liens, multi-family real estate and others. Tom is a true expert in helping people grow their wealth.
What You Will Learn:
- Tom shares how he began his career in corporate America, how and why he decided to transition to real estate and the buying of distressed mortgages, and he discusses founding Belrose Asset Management after the 2008 real estate market crash.
- Tom explains how his business purchases portfolios of distressed mortgages and then liquidates them, and he shares how investors can use their self-directed IRAs to create a tax shelter through Belrose investments.
- Tom discusses the valuable lessons he has learned over the course of his career that have helped him build a successful business, and he explains why building a good team who can support you is vital to success.
- Tom shares the mentors who have had the most influence on his career
- Tom explains how Belrose’s S.A.F.E. strategy and methodology work, he shares how you can get access to a free PDF from Tom containing the S.A.F.E. strategy, and he shares how you can get in touch with and invest with Belrose Asset Management.
Resources:
- Website: www.belroseam.com/progressivedentist/
- Telephone: (484) 498-8254
- LinkedIn: www.linkedin.com/in/tomdunkel/
Understanding and Growing Your Practice, with Kiera Dent
Kiera Dent is the founder and owner of Kiera’s Dental Consulting, an organization that helps dentists maximize the business side of their practices. Kiera is experienced in all aspects of working in a dental practice; she started out as a dental assistant straight out of high school, moving to manage the front office, and then moving into the business of helping others start and optimize their own dental practices. Kiera’s career has led her to develop valuable experience in solving many of the pain points dentists face in owning their own practices, and she brings that wealth of knowledge to her consulting work. Kiera’s focus on the details and her proven ability to deliver results means that she is a true expert in maximizing the productivity and efficiency of a dental practice.
What You Will Learn:
- Kiera explains how she got involved in dentistry, why she chose to start her dental consultancy company to help dentists grow their practices, and why a focus on strong return-on-investment is the key to the work she does.
- Learn why Kiera tailors and individualizes her coaching based on her client’s needs, and why teamwork and building a supportive staff is one of the primary focuses of her efforts for her clients.
- Kiera shares why too many dentists struggle to understand the numbers behind their practice, and she explains the importance of taking the time to learn the ins and outs of your practice’s financial numbers.
- Kiera explains the significance of key performance indicators (KPIs), and she discusses the importance of dentists helping their teams recognize and understand their practice’s KPIs.
- Kiera discusses the value in Gino Wickman’s book, Traction: Get a Grip on Your Business, and she shares the importance of tracking case acceptance rates through two different methods in order to truly see the bigger picture.
- Kiera shares her thoughts on expanding your practice and hiring new staff, she discusses when it is the right time for a dentist to seek the kind of coaching she provides, and she recommends running each of your locations in a multi-location practice under a unique tax ID number.
Resources:
- Email: kiera@kierasdentalconsulting.com
- Email: info@thedentalateam.com
- Website: www.kierasdentalconsulting.com
- Traction by Gino Wickman: //amzn.to/2J0EucA
Leveling Up Your Leadership, with Frank Curtin
Frank Curtin founded The Smart Guides LLC to help dentists and other professional practice owners get the most out of their businesses. Frank is an EOS (Entrepreneurial Operating System) implementation expert, and he utilizes his knowledge to help dentists streamline, strategize and optimize their practices. Frank started out working with his father, who was a financial and tax consultant, and from an early age, Frank began learning the important management aspects of a business. Prior to his current work, Frank served as a project manager for environmental consulting firms and as a supply chain management consultant for IBM.
What You Will Learn:
- Frank discusses how he utilizes the Entrepreneurial Operating System to help dentists empower their staff to make decisions, taking some of the management pressure off of the practice owner.
- Frank talks about the importance of using an “accountability chart” and a series of protocols to help guide your staff to work on the things you consider to be a priority, rather than the things they would prioritize themselves.
- Frank explains what ‘visionaries’ and ‘integrators’ are, how they differ in their approaches to strategizing, and why each is an important component to the successful operation of a business.
- Frank explains why it is important to strategize ahead of time and break up your goals into 5-year, 2-year, 1-year, and 90-day plans, and why you should look at a few key performance metrics to look at to get an overview of your business.
- Frank shares details about his mastermind group, who the typical member is, and what the goals for the mastermind are. He also discusses why Think and Grow Rich and other classic books on business are valuable resources that you need to read.
Resources:
- Website: www.thesmartguides.com
- Traction: Get a Grip on Your Business by Gino Wickman: //amzn.to/2VM0Xkh
Buying and Selling Established Dental Practices, with Paul Goodman
Dr. Paul Goodman, also known as Dr. Nacho, is an expert in dental implants and a 10-year faculty member with Hiossen Dental Implant Training Program, as well as a teacher to dental residents at Albert Einstein Medical Center. He has been a practicing dentist for more than 10 years, and he and his brother work together at a two-location practice in New Jersey. Paul has purchased three different dental practices and is experienced in helping dentists buy an established practice early in their careers or prepare to transition their practices for retirement.
What You Will Learn:
- Paul discusses his background in dentistry and explains how his father influenced him to become a dentist. He details how he eventually became a dental broker, despite his concerns about the reputation dental brokers typically have.
- Paul offers advice for young dentists looking to purchase an existing dental practice, and he explains why networking in the right places and meeting the right people is the key to finding opportunities to buy a practice.
- Paul explains why he strongly recommends young up-and-coming dentists read the book The E-Myth Revisited by Michael E. Gerber, and why he recommends they join networking groups outside the field of dentistry.
- Paul shares the story of a patient who needed to undergo a major series of implants, and he discusses how that patient’s story relates to the many things dentists aren’t taught in their time at dental school.
- Learn Paul’s top time-saving strategies that he implements in his own life and in his dental practice to find a better work-life balance and maximize the efficiency of his day-to-day life.
- Paul shares the story of how he and his brother acquired their joint dental practice, and he outlines some of the challenges they had to face and new skills they had to learn to run their new practice properly.
- Paul discusses the key thoughts you need to keep in mind when you are prepared to begin positioning your dental practice for sale, and he explains why it is crucial that you take certain steps well before you decide to sell.
Resources:
- Website: www.dentalnachos.com
- Email: paul@dentalnachos.com
- The E-Myth Revisited by Michael E Gerber: //amzn.to/2vm7MKF
Craig Cody is a Certified Tax Coach, Certified Public Accountant, Business Owner and Former New York City Police Officer with 17 years of experience on the force. In addition to being a Certified Public Accountant for the past 15 years, he is also a Certified Tax Coach. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon bestseller book, Secrets of a Tax-Free Life.