Dental Business

The Dental Business Podcast enters a new era with its rebranding, emphasizing a dual focus on clinical excellence and business proficiency. Understanding that the traditional dental curriculum often neglects essential business principles, we aim to provide our listeners with a comprehensive toolkit that encompasses financial management, effective marketing strategies, and operational efficiencies. The first episode articulates the motivations behind this transformation, highlighting the critical need for dentists to gain a thorough understanding of the business side of their practices. By sharing relevant stories from dental professionals who have successfully navigated the complexities of practice ownership, we provide valuable lessons...

Takeaways:

Let's discuss your Dental Practice Exit plan today: https://www.klassolutions.com

Key Takeaways from your host Phil Cole, CEO of KLASSOLUTIONS

Got a busy schedule and thin margins? In this episode, I break down the simple math behind hitting 25% profit—and why most dental practices miss it. I’ll show you where money leaks, how to plug them fast, and the key habits that keep your numbers strong month after month.

What you’ll learn:

In this episode of the KLAS Solutions Dental Education Podcast, we're talking about how to lead with heart and make clear business decisions. You care about your patients and your team—that’s a strength. But when empathy drives every call, it can lead to burnout, confusion, and lost profit. We'll walk you through simple ways to set fair boundaries, coach with clarity, and still show up as the caring leader your practice needs.

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In this episode, I break down cash discounting—what it is, how it’s different from surcharging, and how to set it up the right way in a dental office. Credit card fees keep rising, and most practices now run far more card volume than they did a decade ago. I’ll show you how to protect margins without hurting patient trust or payment flexibility.

Being the first in your family to become a dentist isn’t just an achievement—it’s a journey filled with unique challenges and triumphs. In this video, Phil Cole shares the real-life struggles and successes of first-generation dentists, offering insights and encouragement for anyone carving their own path in dentistry.

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In this episode, we dive into why being truly known and trusted is the cornerstone of a thriving dental practice. We’ll share practical strategies to strengthen patient relationships, build credibility in your community, and create a practice culture where trust drives growth and long-term success.

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Strategic Financial Planning for Dentists: Insights with Jennifer Lee.

In this episode of the Solutions Dental Business Podcast, host Phil Cole discusses financial planning with Jennifer Lee, a seasoned financial advisor and founder of Modern Wealth, who has been helping dentists for nearly 30 years. They cover crucial topics such as tax sheltering, the importance of planning for retirement and an exit strategy, and how to replace income after the sale of a dental practice. Jennifer emphasizes the need for early financial planning, the benefits of having a comprehensive financial plan, and the role of disability and life...

Key Strategies for Successfully Expanding Your Dental Practice

In this episode of the KLAS Solutions Dental Education podcast, Phil Cole discusses the important considerations and strategic roadmap for dental practice owners contemplating opening a second location. Key points include assessing if your current practice is truly maxed out, common pitfalls to avoid, and how to effectively structure your team and systems to support expansion. Phil emphasizes the importance of basing decisions on data and creating a solid platform for growth, rather than succumbing to emotional impulses. Additionally, the podcast covers essential aspects like market demographics, competition analysis...

Ever have trouble getting patients to agree to the treatment they need? We talk about how to explain procedures and costs in a way that makes sense to patients and builds trust. By using a few simple communication tips, you’ll find more patients saying “yes” to the care they need – a win-win for them and your practice.

Buying vs. Starting a Dental Practice: Insights and Advice

In this episode of KLAS Solutions Dental Education Podcast, host Phil Cole addresses a common question from dentists: Should you buy an existing practice or start your own from scratch?

Phil explores the pros and cons of both options, sharing real-life examples and key considerations, including patient base, location, financials, active patient count, and staffing. He also highlights the importance of having a strong vision, comprehensive due diligence, marketing strategies, and clean financials when making this significant decision.

Listeners will gain valuable insights to...

In this episode, we’ll talk about how to hire and keep a great team for your practice. We discuss ways to find the right people, build a positive office culture, and keep everyone motivated. By the end, you’ll have tips to become a stronger leader for your staff.

Books mentioned in the episode:

The Five Dysfunctions of a Team by Patrick Lencioni and The Servant Leader by James A. Autry

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We're taking a good look at what private equity is dentistry - the good, the bad, and the ugly. Whether you're thinking about selling, holding strong, or just trying to figure out what this is all about, this is the podcast for you!

Access dental marketing resources here: https://cleartolaunchdental.com/resources/

To learn more about Clear to Launch Dental Marketing, visit their website: https://cleartolaunchdental.com

Want to hear an episode on a specific topic? Email us at info@klassolutions.com.Thanks for listening!

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Navigating OSHA, HIPAA, and doing risk assessments can feel overwhelming, but ignoring them is not an option. Today we have Angel Simmons, CEO of Simmons Safe, to break down things for us and give us actionable takeaways. She shares common mistakes, challenges, and other things you can do to keep your dental practice safe and in line with regulations.

About Simmons Safe: At Simmons Safe, we understand that a safe practice is a successful practice. But we also know from experience that complying with OSHA and HIPAA standards can be a time-consuming and complex process. We founded...

🎙️ Welcome to the Dental Education Podcast with KLAS Solutions! Hosted by Phil Cole, this episode is a must-listen for any dentist thinking about selling their practice—whether retirement is around the corner or years away.

🔹 Key Takeaways:

In today's episode, Phil Cole has a conversation with Jane Levy, Plan Forward's Co-Founder and Co-CEO.

Plan Forward is a company of dental experts who have developed a platform that puts you in control with cutting-edge software for dental offices specifically and designed to be a comprehensive dental membership plan solution.

Now you can work smarter with practice technology that connects into one communication and management platform for seamless patient care.

How can the Plan Forward Membership Solution help you run a more efficient, successful and client-focused practice?

It’s simple. The Pl...

In today's episode, we'll discuss:1. Why merchant services are the unsung hero of a seamless patient experience2. How outdated payment systems can create friction points that frustrate both you and the patient3. The impact of flexible payment options

We are so excited to be joined by Blueswipe's CEO and Founder, Tim Ryan!

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In today's episode, Launching Your Own Dental Practice, we'll unpack the journey of transforming your dental career from being an employee to starting your dental practice from scratch.

Have a topic you'd love to learn about? Send us an email: info@klassolutions.com

To learn more, visit our website: www.klassolutions.com

Thank you for listening and sharing!

KLAS Solutions isn't here to teach you dentistry - you've already mastered that. Instead, like a seasoned coach who helps shape raw talent into championship performance, we help transform skilled practitioners into successful practice owners. Whether you're looking to grow your practice, improve operations, or plan for the future, we provide the strategic guidance that turns potential into actual results.

Just as a great coach helps athletes see opportunities they might have missed and avoid pitfalls they might not have anticipated, we work alongside you to optimize every aspect of your...

In this episode of the Dental Education Podcast, host Phil Cole addresses the importance of scheduling optimization in dental practices. Inefficient scheduling can lead to significant revenue loss, with studies showing that dental practices may lose between $30,000 to $50,000 annually. Phil discusses cutting-edge scheduling strategies to maximize productivity, eliminate bottlenecks, and recommends top tools and software for efficient scheduling. He emphasizes the need for practices to have daily goals, utilize technology effectively, and continuously monitor key performance indicators (KPIs). By prioritizing strategic scheduling, using automated reminders, and maintaining proper communication protocols, dental practices can significantly enhance efficiency, reduce downtime, and...

In the KLAS Solutions Dental Education Podcast, host Phil Cole discusses crucial considerations for aspiring and current dentists looking to purchase a practice. He emphasizes the importance of having a buyer advocate by your side to guide through the entire acquisition process. Phil highlights the comprehensive buyer advocate program offered by KLAS Solutions, covering key components such as practice valuation, demographic analysis, financial assistance, due diligence, crafting a proper offer, transition planning, and business ownership coaching. The podcast provides in-depth insights and strategies to ensure informed decision-making and long-term success in running a dental practice.

Find out...

In today's episode, Daniel and Phil Cole of KLAS Solutions discuss things that can go wrong in a dental transition, things that can get misunderstood, all while giving you real life examples.

If you'd like to learn more about dental transitions, please visit our website!

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In today's episode, we talk about why dental and medical professionals need assistance from a comprehensive financial planner. Phil is joined by Steven Huskey and Brandon Wilson from Blue Water Dental Advisors.

https://bluewaterdentaladvisors.com/

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Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle they want. He leverages his extensive background in accounting, finance, and his experience as a the former chief financial architect of a cutting-edge financial firm to offer a unique perspective on a highly effective financial strategy known as the Infinite Banking Concept, or IBC.

The reason the IBC concert is so effective is because it predates the IRS and the tax code, preventing the government from lawfully...

In today's episode, Dr. Mike Neal talks about the biggest challenges medical and dental professionals face in staffing their practice, innovations in dental staff recruitment, practical tips for recruiting dental staff, and more!

Dr. Michael Neal is the Founder & Chief Executive Officer of Build My Team. He is a practicing Optometrist in private practice in rural Hawley, Pennsylvania.

He founded Build My Team to solve his own hiring struggles in his practice by modeling how companies like Disney and the Four Seasons hire.

The process worked so w...

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

1. What should a dentist or doctor know when it comes to their insurance needs if they are starting a practice?

2. What should a doctor consider when it comes to disability or life insurance protection for themselves and their families?

3. 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:<...

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 a...

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.

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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.

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.

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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...

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.

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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.

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.

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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.

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 Payment Solutions. To learn more about Apex Solutions, visit their website Apex Payment Solutions

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.<...

In this episode, we sit down with our very own, Chris Webb, to talk about why paying to have a healthcare real estate professional is worth it for both buyer and seller as they walk you through the evaluation, due diligence, setting up market leases and protecting your real estate assets.

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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...

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 

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.

For Coaching, Transition, Marketing and Tax\Accounting Services please visit...www.klassolutions.com

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 an in-person or online team meeting with Elevate Oral Care: https://www.el...

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...

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...

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/

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

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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.

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

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

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

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

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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

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

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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

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

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...

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!

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