The Millionaire Dentist™ - podcast cover

The Millionaire Dentist™

Four Quadrants Advisorywww.fourquadrantsadvisory.com
Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Episodes

The Four Questions to Ask Before Hiring Your Next Associate

Thinking about bringing on an associate, but not sure where to start? In this episode, Casey Hiers and Jason Ewers dive into the crucial considerations every practice owner must address before expanding their team. They'll kick things off by revealing four essential questions you need to ask yourself, including: "Can I afford it?" and "How will the associate buy in?" Get ready to unpack these vital questions and more to ensure a smooth and successful integration of your next associate. Intereste...

Jun 19, 20209 minEp. 34

The "Slush Fund" Loan That Could Trip You Up

In this episode, Casey Hiers welcomes COO Brogan Baxter to the studio to dive into the Economic Injury Disaster Loan (EIDL) program. While this unique loan offers attractive terms like a 3.75% interest rate, a 30-year repayment period, and 12 months of deferred payments, small business and practice owners must understand its nuances. Designed as working capital for businesses impacted by the COVID-19 pandemic, the EIDL is a true loan, unlike the forgivable PPP. Casey and Brogan discuss how the p...

Jun 08, 202013 minEp. 33

CEREC: Is the Investment Worth It?

In this episode, host Casey Heirs welcomes back Dr. Amy Marckese, owner of a thriving dental spa in Indianapolis, to delve into CEREC (Chairside Economical Restoration of Esthetic Ceramics). While CEREC can be a valuable option for practice owners looking to grow revenue, its significant expense and varied outcomes for some users warrant a deeper discussion. Dr. Marckese shares her insights and experiences to help listeners understand the potential benefits and challenges of integrating CEREC in...

Jun 03, 202019 minEp. 32

When to Seek Help: Unlocking Profit in Your Dental Practice

In this insightful episode, host Casey Heirs sits down with Jason Smith, founder and president of Four Quadrants Advisory, to tackle a critical question for dental professionals: When is the right time to seek expert financial guidance? Many dentists and specialists, accustomed to handling all aspects of patient care, often attempt to manage the complexities of their practice's business and financial side alone. Jason explains how the very personality traits that make them exceptional clinicians...

Jun 03, 202025 minEp. 31

The Coaching Edge: Building a Winning Team Culture

Join Casey Heirs as he sits down with Brian Kavicky, Senior Vice President and part-owner of Lushin and Associates. Brian, an expert in fostering dynamic company cultures, dives into the four key roles of leadership: recruiting, supervising, training, and coaching. Discover why the coaching role is paramount to unlocking your team's full potential, and how building strong relationships with your employees is the secret to cultivating a truly winning environment. If you're a practice owner strugg...

May 26, 202016 minEp. 30

Reopening Your Practice: A Practical Guide for Post-Lockdown Success

As dental practices nationwide navigate the complexities of reopening, join host Casey Hiers and special guest Brogan Baxter, Chief Operations Officer of Four Quadrants Advisory, for an essential discussion on restarting your practice post-lockdown. In this episode, Brogan provides actionable insights on what practice owners need to do to properly prepare their physical office, from addressing capacity issues and implementing social distancing measures to effective patient screening and the prop...

May 15, 202025 minEp. 29

The Million-Dollar Question: How Much Do Dentists Really Need to Retire?

Join Casey Hiers and Jason Ewers as they tackle a question on every dentist's mind: "How much do I need to retire?" You might be surprised by their answer! Drawing from real client data, Casey reveals a startling average monthly spend of $20,000 for dentists. This eye-opening figure covers all personal expenses, from mortgages and car payments to tuition and everyday living costs. Tune in to understand this crucial number and what it means for your retirement planning. Interested in more info on...

May 11, 202019 minEp. 28

How a Dental Spa Evolved Its Revenue Streams

Join host Casey Hiers as he sits down with Dr. Amy Marckese, owner of a unique dental spa in Indianapolis, to discuss the evolution of growing revenue streams in a practice. Dr. Marckese shares her candid journey, from opening her practice right before the 2008 recession to strategically expanding her services beyond traditional dentistry. Hear how unexpected patient requests led her to explore and master cosmetic procedures like Botox and fillers, transforming her practice's offerings and her o...

Apr 28, 202025 minEp. 27

When the Sh*t Hits the Fan: Surviving the Unthinkable

In this episode of the Millionaire Dentist Podcast, hosts Casey Hiers and Jason Ewers reflect on their travels during the unpredictable first quarter of 2020. They then dive into a crucial topic: "When the Sh*t Hits the Fan." Jason kicks off the discussion by highlighting the immediate challenges of unexpected staff loss, from increased workload to the daunting rehiring process. Casey shares a powerful anecdote about a practice owner whose clinic was completely flooded, forcing him to operate ou...

Apr 20, 202012 minEp. 26

PPP Guidance for Dentists: A Client-Only Sneak Peek

Feeling anxious or frustrated by the lack of clear guidance around the Payroll Protection Program (PPP)? You're not alone. In this unique episode, we're giving you an exclusive look at the proactive advice our clients receive. Many dentists are struggling to navigate the ever-changing landscape of PPP loans, with some even resorting to extensive self-research due to unhelpful advisors. You'll hear a client-only communication that we sent out just last week, featuring Four Quadrants' COO, Brogan ...

Apr 14, 202028 minEp. 25

Breaking the Cycle: Why Dentists Underachieve Financially

Join Casey Hiers and special guest Jason Ewers on this revealing episode of the Millionaire Dentist Podcast as they tackle a crucial question: Why do so many dentists, despite their success in practice, underachieve financially? Drawing from their unique experiences traveling and delivering continuing education to dentists nationwide, Casey and Jason pull back the curtain on the often-unspoken truths about the financial side of dentistry. They'll explore common pitfalls, including the tendency f...

Apr 09, 202011 minEp. 24

Do's & Don'ts of Dental Transitions - Real Tales

Thinking about a dental practice transition? Don't make a move without listening to this! On today's episode of The Millionaire Dentist podcast, we dive deep into the often-complex world of dental transitions through the lens of real-life experience. We're joined by Dr. Joe Richardson, a long-time Four Quadrant client and owner of two highly successful periodontal practices in the Sunshine State. Dr. Richardson shares invaluable insights from his own journey, detailing two distinct transitions h...

Sep 04, 201931 minEp. 23

Profiting and Thriving with Special Needs Dentistry

In this episode, we dive into a truly rewarding and financially smart approach to dentistry: serving the special needs population. Join us as we uncover how embracing this underserved demographic can not only significantly boost your practice's profitability but also fill you with a profound sense of purpose and fulfillment. To guide us through this illuminating discussion, we're joined by Dr. Mike and Rebekah Glasmeier, veteran clients of Four Quadrants, who share their invaluable insights and ...

Jul 08, 201937 minEp. 22

The 'Yes' Factor: Unlocking Patient Case Acceptance

Are your case acceptance rates stuck in neutral? Join us as we challenge traditional dental education with Dr. Paul Homoly, the visionary behind "Making it Easy for Patients to Say 'Yes'." Dr. Homoly cuts through the noise of ineffective techniques, revealing practical, real-world strategies you can implement in your dental practice immediately. Tune in to discover why conventional wisdom often fails and what Dr. Homoly truly recommends to empower your patients to confidently say "yes" to the ca...

May 20, 201931 minEp. 21

The Lease Trap: Insider Secrets to Outsmarting Commercial Landlords

Are you about to negotiate a commercial lease? Think twice before going solo! This episode exposes the common pitfalls and "horror stories" of tenants who tried to negotiate their leases independently. Our special guest, Jas Banga of Cirrus Consulting Group, brings a unique perspective. Having previously negotiated for major commercial medical real estate groups, Jas now reveals the strategies and insights you need to confidently approach your lease, avoid costly missteps, and truly understand t...

Apr 16, 201932 minEp. 20

The Silent Thief: Protecting Your Dental Practice from Embezzlement

Think embezzlement can't happen in your dental practice? Think again. In this eye-opening episode, we sit down with David Harris, the founder and CEO of Prosperident, the global leader in dental embezzlement investigations. With over 30 years of experience, David reveals just how prevalent this "silent thief" is in dental offices worldwide. He shares the crucial insights that led him to establish Prosperident, stemming from a personal request from a dentist friend who suspected employee theft. T...

Feb 07, 201926 minEp. 19

How the Tax Cuts and Jobs Act of 2017 Affects You, the Dentist

Host Alan Berry tackles a topic many find daunting: the Tax Cuts and Jobs Act of 2017. He's joined by Four Quadrants Advisory's top accountants, Ryan McLaughlin and Colt Smith, who break down this complex legislation in a high-level, non-accountant-friendly way. They'll explore how the 2018 changes – including reduced taxes for businesses and individuals, increased standard deductions, and altered itemizing benefits – specifically impact dentists and what you can do about it. Tune in for a clear...

Jan 22, 201915 minEp. 18

Top Tips on Dental Insurance Billing with Special Guest Dr. James Anderson

Host Alan Berry is joined by Dr. James Anderson, a true titan in the dental industry. Dr. Anderson shares his incredible journey of building nine successful dental practices from the ground up, which ultimately led him to identify a critical need in the market. This realization spurred him to create one of the nation's largest dental billing companies. If you're looking to optimize your dental billing process, this episode is a must-listen! Dr. Anderson delves into the three core pillars of effe...

Dec 19, 201811 minEp. 17

Best Dental HR Practices with Special Guests Adrienne Twigg

Join host Alan Berry as he welcomes special guest Adrienne Twigg from Brent Ericksen and Associates. With over two decades of experience in dental HR, Adrienne shares invaluable insights and actionable tips to fortify your HR strategies. In this episode, learn about the number one mistake dental practices make: mishandling wage and hour issues. Adrienne dives into the critical importance of properly compensating staff for time spent at conventions and continuing education courses, even when doct...

Nov 28, 201820 minEp. 16

Looking Back at a Long Dental Career with Special Guest Dr. Dave Butler

Host Alan Berry sits down with Dr. Dave Butler, a highly skilled oral surgeon who has practiced in his hometown of Madison, Indiana, for over 30 years. Dr. Butler reflects on the significant changes he's witnessed in the dental field, particularly the rise of competition. Dr. Butler also shares a crucial regret: not engaging with a financial planning service like Four Quadrants earlier in his career. He emphasizes how starting to save and plan for retirement sooner would have made his current tr...

Oct 02, 201814 minEp. 15

Why You Should Work with a Dental-Specific Firm with Special Guest Dr. Larry Falender

host Alan Berry sits down with one of Indiana's most successful oral surgeons, Dr. Larry Falender. Dr. Falender shares invaluable insights into why he chooses to partner with a dental-specific business firm. He'll also take us on his journey to becoming an oral surgeon and offer poignant advice for young dentists just starting their careers. Dr. Falender emphasizes the importance of financial prudence early on: "If I could give a younger me advice as an oral surgeon or as a dentist, I would try ...

Sep 17, 20189 minEp. 14

Practice Growth through Acquisition with Special Guests Drs. Todd Christy and Eric Balsis

Host Alan Berry sits down with Berrien Dental's partners, Drs. Todd Christy and Eric Balsis to discuss their remarkable success in expanding their practice through strategic acquisitions. Dr. Christy shares his personal journey, beginning with his first practice acquisition just two weeks after getting his license, and details how they've successfully completed four more acquisitions since then. The conversation delves into the intricacies of their acquisition strategy, exploring how they've nav...

Aug 01, 20188 minEp. 13

All Things Yankee Dental Congress

Host Alan Berry is joined by Casey Hiers, National Director, and Dr. Traci Portnoff, General Chair of the Yankee Dental Congress, for an episode dedicated to "All Things Yankee Dental Congress." If you're attending or considering the convention in Boston, this is a must-listen! Dr. Portnoff shares invaluable insider tips for maximizing your experience and even reveals a couple of easy ways to win prizes. Alan also delves into what sets the Yankee Dental Congress apart as one of the nation's top ...

Jan 09, 201815 minEp. 12

Is CAD/CAM Worth the Money?

Host Alan Berry dives deep into the world of CAD/CAM technology in dental offices, joined by CEO Jason Smith and COO Brogan Baxter. CAD/CAM systems, like the popular CEREC and E4D machines, promise to revolutionize crown fabrication, allowing for "one-sitting" procedures that seemingly save time and lab fees. The conversation explores both sides of the coin, contrasting stories of wildly successful CAD/CAM integration with cautionary tales. Listeners will hear about a client's disheartening expe...

Dec 12, 201710 minEp. 11

3 Awesome End-of-the-Year Tax Tips for Dentists

Believe it or not, tax season is right around the corner! On this crucial episode, host Alan Berry sits down with Four Quadrants’ top CPA, Kathy Collins, to unveil what dentists and specialists should be doing right now to prepare for next year’s tax season and effectively wrap up the 2017 tax year. Kathy shares invaluable insights and actionable advice to help you get ahead. They discuss the importance of proactive planning for January, February, March, and April, emphasizing that preparation t...

Nov 28, 201716 minEp. 10

Marketing Isn't the Only Way to Gain New Patients

Host Alan Berry sits down with Jason Smith, CEO, and Brogan Baxter, COO, to unveil a revolutionary perspective on patient acquisition. If you're a practice owner frustrated by rising marketing costs and still struggling to attract new patients, this conversation is for you. Many might be scratching their heads, wondering, "What do you mean, marketing dollars versus acquiring a practice?" Alan, Jason, and Brogan dive deep into this often-overlooked strategy, challenging the traditional spend-and-...

Nov 06, 201719 minEp. 9

The 3 Most Effective Digital Marketing Tactics for Your Dental Practice

Host Alan Berry sits down with SpinWeb CEO, Michael Reynolds, to unpack the digital strategies that are truly moving the needle for dental practices today. This episode is a must-listen for any dentist looking to attract new patients and boost their online presence. Alan and Michael dive deep into three core tactics: first, Social Media Smarts, teaching you how to leverage platforms like Facebook with precision targeting to reach your ideal patient demographic; second, Google's Powerhouse Duo, r...

Oct 17, 201721 minEp. 8

Website Options and How to Use It to Grow Your Dental Practice

Host Alan Berry sits down with Michael Reynolds, CEO of SpinWeb, to demystify the world of domain names and their crucial role in building your dental practice's online presence. Ever wondered how your website gets found on the internet? Michael explains that your domain name is essentially your practice's digital mailing address. Just like a physical address routes mail, your domain name guides internet users directly to your website. They discuss why this is especially relevant for practices l...

Oct 04, 201718 minEp. 7

The Importance of a Great Website for Your Dental Practice

Is your dental practice's website looking a little... long in the tooth? Or maybe you don't even have one? In part one of our three-part series on digital presence, we dive headfirst into the world of dental practice websites. Join us for an easy-to-understand conversation with "web guru" Michael Reynolds from Spin Web Marketing. We tackle the big question: Do dentists really need a website? Michael makes a compelling case, drawing parallels to a well-appointed lobby or a clear sign — while not ...

Sep 20, 201713 minEp. 6

The American Association of Women Dentists with Special Guest Dr. Karyl C. Patten

Join host Alan Berry on this insightful episode of The Millionaire Dentist Podcast as he welcomes a powerhouse panel to discuss the incredible impact of the American Association of Women Dentists (AAWD). Alan is joined by Kathy Collins, Director of Tax and Accounting, Casey Hiers, Director of National Sales, and a very special guest: Dr. Karyl Patten, the esteemed President of the American Association of Women Dentists. Discover the rich history of the AAWD, an organization that has been empower...

Sep 12, 20179 minEp. 5
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