The Shared Practices Podcast - Archives

PUW 36 Practice Under Water | Mystery Guest "Frank" Part I Thinking About The Future During Crisis Click Here to get today's Practice By Numbers dashboard snapshot. None of us have ever lived through something like this... We've been shut down... Will practice ownership look the same after all this is over? Matt and our guest Frank explore how he told his staff he's closing, his goals moving forwa...

Earlier this year, Payton Keller--a D2 student--outlined our entire Shared Practices Podcast thus far. Having posted the Word document to our Facebook group, he's sits down with Richard, Aaron, and Tyler. Listen as Payton tells us why he outlined the show, how it helped him, and what his plans are regarding practice ownership. Plus, everyone shares how they're spending their COVID downtime.   Emai...

**Listen through to the outro for immediate tips on checking in with your team--whether or not they're still with you** We're all works in progress. Part of our every-day journey is knowing when to get our heads out of the numbers and interface with our people. In this special episode, our guest Rohit Garg, President of Practice By Numbers, takes a break from talking about metrics, and reminds us...

Richard, George, and Matt address immediate concerns in a purposeful sequence. As we continue into crisis mode, we dive headfirst into overhead management, getting liquidity safely and quickly, and the ugly-but-necessary task of combing through finances. Our hosts continue their conversation from Wednesday as they share personal experiences, tackling tasks around: practice loans, student loans, st...

Richard, George, and Matt hijack The Pursuit of Ownership to come together and share how they're dealing with this crisis. Each tells his painful story leading up the decision to close their offices (emergency only). Follow our hosts conversation and ask yourself: Leading up to closing the office, what was the relationship capital between you and your team? What are your #1 and #2 priorities throu...

Most dentists in the US were forced to cease the vast majority of operations last week. Our crisis necessitates emergency changes to our normal content. So Matt introduces his wife--and professional certified life coach--Ellen Broen. She takes us through taking time to purposely vent anger, surviving as a dentist today after never having worked at home, and solid book recommendations--quarantine o...

PUW 34 Practice Under Water | Mystery Guest "James" Part II From Team Member to Boss Click Here to get today's Practice By Numbers dashboard snapshot. Our guest James bought the practice where he was already associate. Reassuring James that he's in an ok spot, George talks him through his own numbers. They discuss everything from difficult conversations with staff to the troubles of scheduling out...

Our guest Dr. Alex Sharp picks up Part II of this conversation with the topic of working with a coach during an acquisition. Tyler, and Clay continue exploring Alex' uniquely disciplined approach of valuing team opinions, the particulars of his vision, and how ready he did (or didn't) feel for practice ownership.   Email the interns

Our very special guest today is Kiera, owner and founder of The Dental A-Team. She unpacks some of her years of experience innovating teams through establishing systems. None of this works without holding people accountable. She shares why doctors are scared to hold teams accountable and how to maintain a safe culture of accountability. Plus, who we need to hold accountable first.

PUW 33 Practice Under Water | Mystery Guest "James" Part I From Team Member to Boss Click Here to get today's Practice By Numbers dashboard snapshot. After searching for an acquisition for a year and a half, our guest "James" ended up with a deal right under his nose-- the practice where he was already associate. With all the bargaining power, he took the deal, but was he ready to transition from...

Our guest Dr. Alex Sharp owns Sharp Family Dentistry. It's all balance and no burnout with this Shared Practices super fan. Clay and Tyler sit down for this amazing in-person interview wherein Alex shares the root of his growth and how his desire for success outweighs the risks of practice ownership Plus, he shares a mailer hack with our hosts.   Email the interns

Richard and special guest George Hariri share personal vulnerabilities. Riffing off each other's thoughts, they discuss relaxing into your leadership role, George's healthy obsession with automation; plus visionaries and the integrators around us who make the dream work.   ** Start getting more reviews with Swell

PUW 32 Practice Under Water | Mystery Guest "Joe" Part II The Seller is Gone...Now What? Click Here to get today's Practice By Numbers dashboard snapshot. Joe bought a practice six months ago and now the seller is gone. He has to get his numbers under control. Using Practice By Numbers, Matt finds patient acceptance at 70%, but also overhead at around 70%. Matt touches on tightening up new patient...

If George's human side has somehow yet eluded you, this episode is for you. He and Tyler open up about knowing what you do and don't want to accomplish in the industry, why bigger practice acquisition isn't necessarily better--plus, was George scared at all going into practice ownership? Tyler and George sit down in-person for this special episode of The Pursuit of Ownership.   Email the interns

Richard and Murray take us beyond Crucial Conversations into Crucial Accountability. We find out how dangerous the wrong conversations can be, how to uncover real reasons (not mere excuses) for lack of performance, and why you should never have the same conversation twice.

PUW 31 Practice Under Water | Mystery Guest "Joe" Part I The Seller Is Gone, Now What? Click Here to get today's Practice By Numbers dashboard snapshot. Matt sits down with our real doc, fake name: "Joe". For the first six months at his new practice, Joe worked with side-by-side with the seller. But with the seller now retired since the beginning of the new year, Joe's "honey-moon phase" of practi...

Clay has the rare opportunity to sit down with Shared Practices partner Matt Guarino. Matt shares the red flags that drove him away from deals, the power of not keeping yourself a secret, and why he now so thoroughly enjoys his solo practice.

Finance expert, keynote speaker, and author Reese Harper stops in with his latest book recommendation: The 5 Dysfunctions of a Team by Patrick Lencioni. As founder and CEO of Dentist Advisors, Reese shares a few experiences as he and Richard discuss how to defend a healthy culture as your team grows, setting apart time for team building, plus vulnerable, personal stories surrounding each of the 5...

PUW 30 Practice Under Water | Mystery Guest "Sarah" Part II Startup Glitz and Grit Click Here to get today's Practice By Numbers dashboard snapshot. A little over a year into her ownership journey, our guest Sara has done extremely well. She collected $950k in her first year, and amassed over a thousand patients. Matt explores her high growth, and high-stress. Plus...what does George think about h...

Today's episode of The Pursuit of Ownership has been one year in the making! George and our guest Dr. Ashley Joves inadvertently go head-to-head comparing their practices on air. Listen in on their live recording as they compare notes: Ashley's startup vs George's acquisition, how each uses Swell, plus Ashley's advice to anyone going the startup route.

Murray Low returns. Consultant and coach for executives across the world, he shares real-life examples showing the value of Crucial Conversations. Richard elicits tales of failures, as well as stories of shocking success when applying the these principles. Plus a generous invitation to you from Murray Low. Listen now.

PUW 29 Practice Under Water | Mystery Guest "Sarah" Part I Practice Startup Glitz and Grit Click Here to get today's Practice By Numbers dashboard snapshot. After years of associateship, our anonymous guest "Sarah" decided the startup route was for her. With her startup doing well, Matt and Sarah discuss all the positives. But when Matt asks about what's going wrong, we find out the kind of grit i...

Some practice owners choose their actions and live with the consequences. Loren Israelsen chooses the consequences and lives with the actions... "It's all about looking at the longterm, and then reverse engineering it." Having recently closed on his 6th practice, Loren Israelsen shows us how it's done; here's his journey from a relatively visionless D2 dental student to 6X practice owner.   Email...

Our special guest is the co-host of Dental Drill Bits podcast, and is widely known as a top consultant in our industry. Sandy Pardue joins us today as she and Richard talk about where dentists fall short on leadership; keeping a "scoreboard", developing a lifestyle of learning, and how not to be afraid of your team. Listen now. •• Start getting more reviews with Swell Take control of your practice...

PUW 28 Practice Under Water | Mystery Guest "Dr. Ace" Part II From Group Practice to Solo Doc? Click Here to get today's Practice By Numbers dashboard snapshot. Our guest "Dr. Ace" has a successful group practice with 4,000 patients, but he still wants to go solo. After finding out "Ace" does NOT have an office manager, George helps our guest understand where to allocate the staff resources he doe...