Dental Education with KLAS Solutions: Recent Episodes

Phil Cole

This podcast is a community of dental professionals who share their knowledge, expertise and experience in order to provide value to you and your dental practice. Our topics will cover practice management, transitions, real estate, accounting, law, financial planning, dental product reviews, marketing and much more!

In today's episode, we address the following questions:

What should a dentist or doctor know when it comes to their insurance needs if they are starting a practice?
What should a doctor consider when it comes to disability or life insurance protection for themselves and their families?
What are the common types of retirement plans and associated benefits that a dentist or doctor business owner may consider installing for their practice?

Shawn Johnson, of Treloar & Heisel, specializes in working with Dentists and Physicians and provides comprehensive reviews in the following areas:

For the Individual Doctors:

Fully underwritten individual disability insurance, if needed coordinating efforts with in-force group long term disability coverage
Fully underwritten individual life insurance, if needed coordinating efforts with in-force group life insurance programs
Long term care insurance
Student debt management, financial planning, and wealth management services

For the Practice:

Business Package
Business Owners Policy, EPL, Cyber, WC, etc.
Malpractice (Professional Liability) coverage for the doctors as well as their entity
Defined contribution and defined benefit retirement Plan Services
Business Overhead Expense Coverage
Life and Disability Buy/Sell insurance

A little bit more about Shawn:

Shawn Johnson is the Vice President of Business Development for Treloar & Heisel. Over the last 23 years he has helped thousands of dental and medical professionals implement business and personal insurance policies and establish financial planning processes. He has assisted in installing retirement plans for dental and medical offices, as well as providing savings and investment strategies. A Chartered Financial Consultant, Shawn is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association of Pittsburgh.

Learn more and inquire: www.treloaronline.comwww.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Welcome to Episode 31 of the KLAS Solutions Podcast! In this episode, we're diving deep into the world of partnership transitions in the dental industry.

Phil Cole explores the crucial questions you need to ask yourself and your potential partner to ensure that a partnership is the right move for your dental practice. From assessing compatibility to clarifying expectations, we cover the 13 essential questions that will guide you through this pivotal decision-making process.

Whether you're considering entering into a partnership for the first time or evaluating an existing one, this episode provides valuable insights and practical advice to help you navigate the complexities of partnership transitions in dentistry.

www.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Discover how to turn idle space in your dental or orthodontic practice into a lucrative venture with CloudMedSpas' innovative model. Join Shannon Seeberan, VP of Business Development at CMS, in this insightful podcast. Learn about renting unused areas for Med Spa services, creating additional revenue without disrupting your practice. Find out how this model benefits both you and medical esthetics professionals, offering a unique opportunity for patient crossover and practice growth. Tune in now to maximize your practice's potential.

Schedule a meeting with Shannon here.

klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Today's podcast episode will review major stats that apply to many facets of marketing for dental practices.

If you have more questions, reach out to us via our website (www.klassolutions.com) or call us at 844-552-7100.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

In today's episode, Dr. Gary Holtzclaw talks about his experience of owning a dental practice and his best advice for running a dental practice.

www.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

A dentist's own health significantly influences their ability to care for patients. Enhanced fitness levels and good eating habits often translate to improved focus, stamina, and overall vitality, allowing dentists to better serve their patients while reducing stress and fatigue during long hours.

By prioritizing their own health, dentists can elevate their professional performance, enhance patient care, and serve as beacons of wellness within their practice. This episode offers tips about how to find balance, stay consistent and live a healthy lifestyle with Laura Bloomquist.

Sample workout mentioned in the episode:

Full Body EMOM (every minute on the minute) workout:

45 seconds per exercise x 3

Bulgarian Split Squats each side
Elevated lying knee lifts
Step-ups on a bench
Shoulder press
Squat to front-raise
Squat to oblique twist
Side plank hold

www.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

In this episode of the KLAS Solutions podcast, we talk to our team and leadership coach, Ryan Hill, about personality profiles. Specifically, we talk about the benefits of the DiSC personality profile for the doctor and and their team. When the team understands each other and their patients better, this allows communication to be more effective and increase productivity. Patient care will also improve dramatically.

www.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

In today's episode, we discuss key factors on running a clean accounts receivable for your dental practice with our very own business and clinical coach, Tera Wilson.

To learn more about this topic or KLAS Solutions, visit us at www.klassolutions.com.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Today's episode is all about healthcare specific banking! We want to give you a dental specific perspective on what types of banks you should consider and why. We are joined by Rob Borcherding who is Vice President - Regional Healthcare Manager at Panacea Financial. He has worked in banking and practice financing for over 23 years and has over a decade of management experience.

www.klassolutions.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Whether you're an entrepreneur, a seasoned business owner, or someone exploring the possibilities of entering early retirement, understanding the value of your practice is a crucial component. It's the compass that guides your decisions, shapes your future, and empowers you to make informed choices.

We apologize for a few audio glitches in this episode.

If you'd like more information regarding topics discussed in this episode, please contact us at www.klassolutions.com or give us a call at 844-552-7100.

Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

In this episode, we sit down and discuss the importance of having a solid merchant service company take care of your processing fees with Dr. Zachary Allmand and Mark Wikkerink from Apex Solutions. To learn more about Apex Solutions, visit their website www.apexpaymentsolutions.com.

Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Steven is a native Carolinian, born outside of Charlotte and growing up in Greenville, SC. He decided to call Charleston his home after graduating from the College of Charleston. He has been in the financial field his entire career, spending the first 9 years in banking in various leadership roles, most notably as a Private Banker. He has helped banking clients with larger assets navigate more complex financial issues and investing. He has also been a practicing financial advisor for the past two years, specializing in educating physicians and medical business owners to discover financial freedom as they define it.

To schedule a meeting or phone call with Steven, reach out to him here: steven@huskeyfinancial.com.

https://www.huskeyfinancial.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

Today's podcast is all about real estate! We have our very own, Chris Webb, to help us navigate questions like:

Why should doctors hire someone to help with the real estate in a transition?
Can someone really lose out if they do a lease with an option to buy on their own?
What support can you offer to someone who has other tenants in a building that help make them make passive income?

To reach out to Chris, send him an email at chris@klassolutions.com. You can also visit our website, https://www.klassolutions.com/dental-practice-real-estate to learn about the real estate side of KLAS Solutions.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

David Harris may have the coolest job in dentistry - he gets to catch and chase those who steal from dentists. A rule-breaker in his youth, David 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 CEO of Prosperident, the world's largest firm investigating financial crimes committed against dentists. He is a licensed private investigator, a Forensic Certified Public Accountant, and a Certified Fraud Examiner. He is the author of "Dental Embezzlement: The Art of Theft and the Science of Control" and over 30 articles in dental publications. In addition to being a prolific author, David is a frequent presenter 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. In recognition of his long and distinguished service to the dental profession, David is one of a handful of non-clinicians to be honored with a Fellowship in the International Academy of Dental Facial Esthetics.

https://www.prosperident.com

--- Send in a voice message: https://podcasters.spotify.com/pod/show/klas-solutions/message

In this episode, we chat with attorney Joe Hess about associate agreements, partnerships and other great legal advice. We can't recommend enough to have a dental specific attorney on your team. Listen to this episode and you'll learn all the reasons why!

To contact Joe Hess, visit his website here: https://www.joehesslaw.com

--- Send in a voice message: https://anchor.fm/klas-solutions/message

How confident do you feel about your branding? Not sure what branding even really is? In today's episode, we speak with Kaitlyn Cole about what personal branding is and how when it's done right, will impact your business in a significantly positive way.

To ask Kaitlyn more questions or inquire about your own personal branding photo session, contact her via her website www.kaitlynmariecole.com.

--- Send in a voice message: https://anchor.fm/klas-solutions/message

Elevate Oral Care was founded to be the leader in preventive dentistry product solutions. Their mission at ELEVATE® is not only to deliver unique preventive dental products that are a step ahead of conventional products, but to also deliver the needed support and education dental offices require.

Phil Cole, owner of KLAS Solutions, sits down with Hayley Buckner in today's episode to discuss more about the products ELEVATE® offers, the importance of education and more!

Click this link to schedule a an in-person or online team meeting with Elevate Oral Care: https://www.elevateoralcare.com/Staff-Meetings

www.klassolutions.com

--- Send in a voice message: https://anchor.fm/klas-solutions/message

In today's episode Phil chats with Dr. Scott Keadle, a dentist for over 30 years. Dr. Keadle has experienced firsthand the limitations of current dental anesthetic drugs and their inability to provide fast-acting, reliable and painless injection. He wanted a better anesthetic for his patients: less injection pain, less waiting time and more reliability. Dr. Keadle invented a patented technology to enable pH-balanced version of the most common local anesthetics, using a standard syringe and protocol. He then presented the opportunity to a group of dentists who invested over $1 million to help found Balanced pHarma Incorporated. He now leads a team of industry experts who are committed to bringing the first ever pH-balanced dental anesthetic to market for less painful, faster-acting and more reliable dental injections for dentists and patients worldwide.

In this episode, Phil and Dr. Keadle specifically talk about the problems Balanced pHarma solves, the technology behind it and how you can be an early investor. To learn more, visit Invest.BalancedPharma.com

--- Send in a voice message: https://anchor.fm/klas-solutions/message

In this week's episode of the Dental Education Podcast, we sit down with Nels Dyste to talk about business and dental practice insurance.

The team at Dyste Williams is distinguished by seasoned insurance experts, many with more than 20 years of experience. They stay current with the latest insurance products and benefits, and place a strong emphasis on active participation in continuing education and industry advisory groups. Their role as your comprehensive insurance advisor is one they take very seriously and they adhere to the highest standard of integrity. Their mission is to be a trusted insurance advisor and advocate for their clients.

In 2020, Dyste Williams won the Minnesota Independent Insurance Association (MIIAB) Agency of the Year award and was chosen from over 800 independent insurance agencies in the state. They were selected based on their outstanding reputation for service and integrity among customers and insurers, community involvement and commitment to continuing staff education.

If you'd like to speak with Nels directly, you can reach him at his email ndyste@dystewilliams.com. To learn more about Dyste Williams, visit their website https://dystewilliams.com.

--- Send in a voice message: https://anchor.fm/klas-solutions/message

Phil and Chris discuss the importance of marketing with Mike Shoun. Are you wondering about SEO, if mailers are a dead marketing tactic or maybe what to look for when choosing to hire a marketing company? Get those questions answered in this episode of the KLAS Solutions Dental Education Podcast. To reach out to Mike Shoun directly, email him at mike@afforableimage.com https://klassolutions.com https://affordableimage.com/dental-marketing/

--- Send in a voice message: https://anchor.fm/klas-solutions/message

Phil Cole and Chris Webb talk to Bank of America's Jeff Cormell about the importance of a bank vs. a lender. For a limited time offer, Bank of America is offering no upfront fees on secured term loans plus no appraisal fees on your commercial real estate loans. Act before January 13, 2023 and save on select term loans starting at $100,000. Exclusions apply. To contact Jeff, you can email him at Jeff.cormell@bofa.com

https://klassolutions.com

--- Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode with Brad Chrisman, learn the answers to what a responsive web design is, why it's important and so much more! If you have more questions, you may contact Brad directly via phone (616) 822-5029 or email brad@hungerfordmedia.com.

Send in a voice message: https://anchor.fm/klas-solutions/message

Today we have a special guest John Riley, a dental industry expert for the past 18 years and Vice President for Dental Revolution.

We’re excited to have him join this broadcast to help provide strategic marketing insight in these times of COVID-19.

If you'd like to connect with John directly, you can email him at john@tysonsteele.com

Send in a voice message: https://anchor.fm/klas-solutions/message

Our guest speakers:

Nancy McNutt Nancy@klassolutions.com

Joe Hess joseph.hess@btlaw.com

Noah Bradley noah.bradley@carr.us

Chris Cuadros chris@crossroadstax.com

Jason Swisher Jason.Swisher@eoscorporate.com

Scott Pierce Scott.Pierce@worksighted.com

Daniel Cole daniel.cole@nm.com

Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode, I talk about membership plans with the Director of Partnerships at Kleer, Brad James.

Kleer is an advanced, cloud-based membership platform that allows dentists to easily customize and implement care plans that are offered directly to their uninsured patients. These patients will now have access to dental benefits that are transparent, affordable, and easy to understand. Dentists who use Kleer are improving patient loyalty while increasing patient visits, treatment acceptance, and doubling revenue.

You can reach out to Brad James directly via his email: brad@kleer.com

Send in a voice message: https://anchor.fm/klas-solutions/message

KLAS Solutions coach, Lisa Cairns, explains the OSHA updates during COVID-19!

www.klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message

Phil Cole sits down with equipment specialist, Barry Vanvokinburg, to discuss what new equipment will be needed after COVID-19, hand pieces, lasers and how dentists can afford or can't not afford to purchase the necessary equipment.

If you'd like to reach out to Barry, feel free to contact him directly via email: barry.vanvolkinburg@henryschein.com

https://klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message

Dave Bordewyk from APEX explains how they are conducting business at this time, things dentists can do to take advantage of the down time, and how he thinks this will impact practices moving forward.

Dave can be contacted at his direct number 616-490-8063.

www.apexdesignbuild.net

https://klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode, our hygiene coach, Wendi Sparks, talks about how the hygiene departments will recover from COVID-19. To learn more, visit our website: https://klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode Phil Cole sits down with dentists and four of KLAS Solutions' premiere partners to take questions from dentists on how to handle four specific assets of their dental practices during COVID-19.

KLAS Solutions' Premiere Partner Contact Information:

Daniel Cole daniel.cole@nm.com (Northwestern Mutual)

Joe Hess joseph.hess@btlaw.com (Barnes & Thornburg LLP)

Noah Bradley noah.bradley@carr.us (Carr Realty)

Jason Swisher Jason.Swisher@eoscorporate.com (EOS Marketing)

https://klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode, marking expert John Vakidis shares how to stay productive during COVID-19 and how he can help with a FREE website analysis. In order to receive this offer, text or call John at 469-458-7126.

Questions

(1:34) What are some of the top activities practices should consider doing during COVID-19?

(5:30) You mentioned virtual consults. Are your customers using or marketing virtual consults?

(6:21) What are some of those benefits?

(7:23) Do you have any tips you can share?

(9:20) Other than adding galleries and reviews, do you have any other marketing advice during COVID-19?

To connect with John Vakidis, call/text him at 469-458-7126 or email him at jvakidis@doctorlogic.com.

https://doctorlogic.com/

Send in a voice message: https://anchor.fm/klas-solutions/message

In this episode, meet the founder Phil Cole and hear his story as to why he started KLAS Solutions, the meaning behind the name "KLAS," and learn about the invaluable information you can look forward to in upcoming episodes!

www.klassolutions.com

Send in a voice message: https://anchor.fm/klas-solutions/message