Everyday Practices Dental Podcast
Everyday Practices Dental Podcast
Everyday Practices follows Regan Robertson, Sara Hansen as they interview dental professionals about everything related to dental practice ownership from productivity & finances, patient interaction, leadership, and more.
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Dentists, Stop Waiting to Plan Your 2027 (E.343)

Dentists, Stop Waiting to Plan Your 2027 (E.343)

10/9/2026 8:49:00 AM   |   Comments: 0   |   Views: 35

“You don't want to start in January because by the time you pull it all together, you're now going to be into Q2.” - Sara Hansen

Episode Overview

A strong 2027 starts with the decisions you make before 2026 is over.

Regan and Sara take doctors behind the scenes of annual planning and show how to turn goals into an actual operating plan. They also explain why the plan needs room to change when staffing, capacity, budgets, or priorities shift.

What This Episode Reveals

  • Why waiting until December or January puts your practice behind

  • Where missed opportunities may already exist inside your practice

  • Why ownership and accountability matter as much as the plan itself

What You’ll Learn

  • How to use year-end campaigns to finish 2026 strong

  • How to work backward from your 2027 goals quarter by quarter

  • What data, marketing, staffing, and budget questions to answer before the year begins

If This Sounds Familiar

  • You know where you want the practice to go, but the plan is still mostly in your head

  • Your team has goals, but ownership of the next steps is unclear

  • You tend to plan after the year gets busy instead of before it starts

Next Steps

Do not wait for January to figure out what 2027 needs to look like.

Join Momentum Planning, a free virtual planning session on October 23 from 12:00 to 4:00 PM Eastern, led by Victoria Peterson with Sara Hansen and the Productive Dentist Academy team.

Bring your numbers, challenges, goals, and leadership team. Leave with a clearer plan for 2027.

Join Here: https://productivedentist.zoom.us/meeting/register/7GaB36-fS7C3Lv00dAhFug#/registration 

Dentists, Stop Waiting to Plan Your 2027 (E.343)

Dentists, Stop Waiting to Plan Your 2027 (E.343)
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