Podcast/Blog Posts

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3 Costly Pitfalls + How To Course-Correct
Kiera is here with a gift to make your practice even better: The three most common mistakes dental practices make, and guidance on how to get out of them. Is your practice making one of these mistakes? 1. Delegating tasks without ownership 2. Avoiding hard conversations 3. Flying blind on your...  Read More
Profitability Pitfalls: Don’t Lose Money in Dentistry
If there is one thing that quickly frustrates a dental practice owner, it is realizing that money is leaking out of the practice and that it could have been avoided. The good news is that most profitability problems are not caused by one massive mistake. They usually come from small missteps that...  Read More
New Tax Rules Just Passed — Dentists Need to know View More Episodes:  In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes...  Read More
How AI Is Redefining Dental Marketing with Adrian View More Episodes:  In this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before...  Read More
Online Payments That Increase Practice Profitability
If collections feel heavier than they should, it usually is not because the practice is doing something wrong clinically. It is because the systems behind getting paid are outdated or inconsistent. The good news is this is fixable, and it can improve quickly when the team has a clear process. Most...  Read More
4 Steps to 98% Collections
Re-releasing a DAT listener favorite! The Dental A-Team is Team Online Statements over Team Paper Statements! This podcast episode is a sign your practice needs to get on the online statement train. Lots of practices struggle getting collections up because they’re doing it the old-fashioned way....  Read More
401k Alternatives: What to Do If a 401(k) Isn’t Enough
For years, the 401k has been marketed as the default path to retirement (especially for dentists/doctors). Max it out, invest in mutual funds, and wait until your 60s. For some people, that works just fine. But for many high-income professionals, business owners, and independent contractors, 401k...  Read More
How This Doctor Reached His 5-Year Goal in Just 16 Months
DAT consultant Kristy breaks down what exactly took place for a practice that didn’t have a solid admin team, struggled to find team members, and other challenges to hit its goal of $3 million in revenue. She touches on what core systems were implemented, how delegation worked, case acceptances...  Read More
Insurance Verification with Vivek Kinra and Verrif In this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra, founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry. The discussion starts off unscripted and fresh, as Vivek shares his...  Read More
The 6 Money Truths I Wish I Knew 10 Years Ago
Ten years ago, I thought success was simple. Make more money. Produce more. Collect more. As a dentist, I believed that if I just worked harder, everything would eventually fall into place. Then I injured my hand skiing. And overnight, I learned a lesson I wish someone had taught me much earlier:...  Read More
Dental Practice Growth Strategy That Scales
Dental practice growth is not about working more hours, adding more stress, or hoping marketing fixes everything. Dental practice growth becomes predictable when the numbers tell the truth, the systems support the team, and the schedule is built to produce consistently without burning everyone out....  Read More
What Is a Qualified Intermediary For a 1031 Exchange?
A qualified intermediary (QI) is the key to a successful , the IRS requires that a neutral exchange intermediary step in and handle the money and paperwork. Miss this step—or choose the wrong QI—and the exchange can fail, triggering a large tax bill. This guide explains what a qualified...  Read More
The Simple Path To Wealth Summary by JL Collins
If you’ve ever felt overwhelmed by investing, you’re not alone. The financial world is made out to be complex and full of people telling you there’s a “better” or more advanced way to build wealth. That’s why resonates with so many readers. The book breaks down the core ideas in plain English and...  Read More
The Strongest KPIs For YOUR Practice
Key performance indicators (KPIs) are a powerful tool. They provide concrete numbers for your practice, showing what’s working well, but also clear-cut areas for improvement. Tiff and Kristy break down how and where to use KPIs, plus interpretation, growth factors, and more. Episode resources: ...  Read More
Understanding KPIs Without the Confusion
*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" tabindex="-1" dir="auto" data-turn-id="4d4ab9be-b7a8-4ac6-9d97-7256b1bcb4eb" data-testid="conversation-turn-128" data-scroll-anchor="false" data-turn="assistant"> Key performance indicators can feel...  Read More
Dental Leadership View More Episodes:  In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025. Kiera opens up about her...  Read More
How to Retire Early: Practical Steps to Financial Independence
The dream of retiring early is a powerful one—leaving the daily grind behind to travel, pursue passions, or simply enjoy more time with family. For many it feels like a distant fantasy, reserved for the ultra-wealthy or those willing to live on a shoestring budget for decades. But what if the path...  Read More
Valuing Dental Practices for Buyers & Sellers - Practice Broker Explains All
Unlocking the "True Value" of Your Dental Practice Determining the value of a dental practice is a complex journey that transcends simple math and EBITA percentages. Whether you are a first-time buyer or a seasoned owner preparing for retirement, understanding the nuances of valuation is critical...  Read More
Built to Lead: From $450K to $3.2M View More Episodes:    From associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems...  Read More
Proposed Tax Changes That Might Affect You View More Episodes:  In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in...  Read More
Real Estate Syndication Investment Opportunities: Investor’s Guide
Real estate syndication investment opportunities are one of the most powerful ways I’ve seen investors (including myself) build passive income and long-term wealth without becoming landlords. I didn’t start out investing this way. Like many people, I assumed real estate meant owning a rental...  Read More
Growing Through Chart Mergers Without Losing Culture
Buying charts can be one of the most effective ways to grow a dental practice. When done intentionally, chart mergers increase patient flow, strengthen production, and open doors for associate growth while protecting the culture you are working hard to build. This article shares real lessons...  Read More
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