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  • Real Estate and Practice Ownership: Lending Tips from Live Oak Bank’s Chandler Wrightenberry
    2026/07/16
    "You can never have enough cash.”

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Jill chats with Chandler Wrightenberry from Live Oak Bank to discuss the intricacies of healthcare lending, particularly focusing on practice purchases and real estate investments. Chandler shares insights from his extensive experience at Live Oak Bank, emphasizing the importance of understanding costs, building a supportive team, and maintaining transparency in banking conversations. They explore the current market conditions, project timelines, and the significance of long-term investments in healthcare real estate. Jill and Chandler also touch on the complexities of construction timelines, the importance of zoning, and the necessity of having the right team when expanding an orthodontic practice. They emphasize the need for realistic expectations regarding project durations and financial preparedness, including cash management strategies.


    Connect With Our Guest

    Live Oak Bank - https://www.liveoak.bank/
    Chandler’s Phone Number: (828) 337-1374


    Takeaways
    • Chandler Wrightenberry has over 12 years of experience in healthcare lending.
    • Live Oak Bank is the largest SBA lender in the country by volume.
    • Building a supportive team is crucial for successful real estate projects.
    • Transparency in financial discussions leads to better outcomes.
    • Interest rates are currently stable and reasonable for borrowing.
    • It's important to have early conversations with lenders about financing.
    • Investing in real estate is a long-term commitment that can yield significant returns.
    • Doctors often experience growth after relocating to new facilities. You should have an expectation of working with a city to get everything finalized in about six months.
    • Ground-up construction typically takes nine to twelve months for planning and an additional 18 to 24 months for completion.
    • Zoning issues can significantly delay project timelines, so it's crucial to ensure proper zoning before purchasing a property.
    • Having a specialized commercial real estate agent is essential for navigating zoning and permits.
    • Expect projects to take longer and be more expensive than initially anticipated.
    • Financial preparedness is key; saving cash and having a safety net is crucial for large projects.
    • A good rule of thumb is to have at least 10% of the project cost in cash reserves.
    • Investing in liquid assets can provide quick access to cash when needed for projects.

    Chapters

    00:00 Introduction
    04:35 Market Reality Check
    07:16 Costs and Rates Today
    11:25 Build Your Project Team
    15:04 Be Candid With Lenders
    19:21 Realistic Project Timelines
    22:23 Remodel vs Ground Up Schedule
    23:29 Zoning Pitfalls and Team
    26:08 Lease Timing and Overlap
    28:03 Cash Reserves and Liquidity
    32:00 How to Contact Chandler

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    38 分
  • Maximizing New Patient Opportunities with LeadSigma
    2026/07/09
    “We can track everything.” Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Scott Hansen to discuss his journey in the orthodontic field and the creation of LeadSigma, a company focused on improving patient engagement and practice growth through innovative solutions. The discussion highlights the critical importance of managing new patient calls, leveraging AI technology for better patient interaction, and understanding patient attribution to make informed marketing decisions. The conversation emphasizes the need for collaboration between orthodontic practices and marketing agencies to achieve optimal results. Jill and Scott discuss the integration of marketing and operational systems in healthcare practices, emphasizing the importance of a feedback loop to measure marketing investments. They explore the role of AI in enhancing business efficiency, sharing insights on practical applications and the need for cohesive team collaboration. The discussion highlights the potential of technology to transform practices and improve patient engagement, while also addressing the challenges of implementation and the importance of providing value in networking. Connect With Our Guest LeadSigma - https://www.leadsigma.com/ AI Model Training Spreadsheet: https://docs.google.com/spreadsheets/d/1Pb6FFSHbguxIQwCxbC_lSYDUeKYoQhuNi3IU8u-iAjk/edit?usp=sharingTakeaways Scott Hansen went from managing an orthodontic practice to founding LeadSigma.Missed new patient calls represent a significant revenue loss for practices.LeadSigma's AI technology helps practices manage patient calls effectively.Understanding patient attribution is crucial for marketing success.Data-driven decisions empower practices to optimize their marketing strategies.Collaboration between doctors and marketing agencies enhances practice growth.Practices often overlook the importance of follow-up on missed calls.Tracking leads and conversions provides valuable insights for practices.Effective communication is key to converting leads into patients. The integration of marketing and operational systems is crucial for practice success.A feedback loop is essential for measuring marketing investments.Practical tools and systems must be in place for effective AI implementation.Team collaboration is key to leveraging AI effectively.Networking should focus on providing value to be effective.Chapters 00:00 Introduction04:38 Missed Calls and Lost Revenue10:14 CoPilot AI Receptionist13:39 Marketing Attribution and ROI21:38 Feedback Loop and Accountability24:55 Using AI Inside LeadSigma28:54 AI Call Coaching and HIPAA34:00 Context Engineering Tips34:29 How to Contact Scott and LeadSigma Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
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    40 分
  • Building Strong IT Foundations with Jack Wiley from Legend Networking
    2026/07/02
    "Don't wait for IT issues to arise."

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Jill interviews Jack Wiley from Legend Networking about the critical role of IT in orthodontic and dental practices. They discuss the importance of maintaining updated technology, especially for established practices, and the risks associated with outdated systems. Jack emphasizes the need for younger doctors to consider technology when acquiring practices and provides insights on building a strong technology foundation for startups. The conversation also touches on the challenges of HIPAA compliance and the necessity of ongoing employee training in cybersecurity. Jill and Jack also discuss the critical aspects of cybersecurity, backup strategies, and the differences between Mac and PC usage in healthcare settings. The discussion also touches on the distinctions between managed services and static IT, highlighting the benefits of a proactive IT strategy.

    Connect With Our Guest

    Legend Networking - https://www.legendnt.com/
    https://www.cyber.mil/cyber-awareness-challenge

    Takeaways
    • Jack Wiley works at Legend Networking, a dental-specific IT provider.
    • IT infrastructure is crucial for the growth of practices.
    • Many established practices operate on outdated technology, risking patient data.
    • Younger doctors often overlook technology when acquiring practices.
    • Evaluating the age of computers and network equipment is essential during acquisitions.
    • Startups should prioritize hardwired connections over wireless for reliability.
    • Planning for future growth in technology is vital for new practices.
    • HIPAA compliance is an ongoing challenge for orthodontic practices.
    • Regular technology evaluations can prevent costly upgrades later. Employee training is often the cause of network vulnerabilities.
    • Backups should be incremental and frequent for quick recovery.
    • Macs can be secure but require specific considerations.
    • Proactive IT management prevents costly downtime.
    • Regular checkups on IT systems can reveal vulnerabilities.

    Chapters

    00:00 Introduction
    04:55 Aging Hardware Risks
    08:31 Acquisition IT Checklist
    14:45 Startup Tech Foundation
    23:30 Security and HIPAA Basics
    26:32 Backups and Access Control
    28:15 Mac vs PC in Ortho
    31:43 WiFi Segmentation Story
    33:35 Managed IT Explained
    36:23 How to Contact Legend Networking

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    42 分
  • Advocacy in Action: Supporting Orthodontists with AAO’s Adam Braundmeier
    2026/06/25
    "Being engaged is the best thing you can do."

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Adam Braundmeier, the General Counsel of the AAO, discusses his journey into the orthodontic field and the vital role of advocacy in supporting orthodontists. He explains the dual role he plays in managing legal compliance and engaging with members to address regulatory issues. The conversation covers current challenges such as specialty advertising regulations, direct-to-consumer models, and student loan burdens for new orthodontists. Adam emphasizes the importance of member involvement in advocacy efforts and highlights the resources available through the AAO, including legal guidance and support for navigating the complexities of the orthodontic profession. Jill and Adam also explore future trends in technology and patient care, emphasizing the need for orthodontists to maintain clinical discretion amidst rapid advancements.


    Connect With Our Guest

    American Association of Orthodontists - https://www2.aaoinfo.org advocacy@aaortho.org


    Takeaways
    • Adam Braundmeier joined the AAO as General Counsel in 2023.
    • The AAO's advocacy team works closely with orthodontists to address regulatory issues.
    • Member engagement is crucial for effective advocacy efforts.
    • Specialty advertising regulations are a current focus for the AAO.
    • Direct-to-consumer models pose challenges for patient safety in orthodontics.
    • The AAO supports innovation while ensuring quality care remains a priority.
    • Legal guidance is available through the AAO's Legal Resource Center.
    • Staying informed about advocacy efforts is essential for orthodontists. Insurance coding and billing changes are on the horizon.
    • Doctors should stay informed through newsletters and resources.
    • Maintaining clinical discretion is essential in patient care.
    • Legal accuracy must be communicated effectively to be useful.
    • Members should report trends affecting patient safety.

    Chapters

    00:00 Introduction
    02:53 Meet Adam Braundmeier
    05:04 AAO Advocacy Explained
    07:28 Specialty Advertising Fight
    09:59 Teledentistry and DTC Risks
    13:19 Model Laws and Patient Safety
    15:43 Student Loans and Policy
    19:16 Member Resources and Legal Center
    22:04 New Forms HIPAA and Coding Updates
    25:02 Staying Informed and Getting Involved
    28:37 Future Focus Tech and AI
    29:25 How to Contact AAO

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    34 分
  • Navigating Practice Acquisition: Dr. Richard Clabaugh’s Journey
    2026/06/18
    "Listen to your gut instinct.”

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Dr. Richard Clabaugh shares his journey from being a general dentist to acquiring and running his own orthodontic practice. He discusses the challenges he faced during the transition, including team dynamics, employee turnover, and the importance of leadership. Richard reflects on his growth as a leader and the lessons learned over the past ten years, emphasizing the significance of building a strong team culture and the need for adaptability in the face of change. Dr. Clabaugh also reflects on the significance of purpose beyond profit, encouraging aspiring practice owners to prioritize their values and family time while navigating the complexities of ownership.


    Connect With Our Guest

    Dr. Richard Clabaugh - https://clabaughorthodontics.com/
    richard@clabaughorthodontics.com


    Takeaways
    • Richard's journey from general dentistry to orthodontics was driven by a desire for ownership.
    • Acquiring a practice involves navigating complex challenges, including team dynamics.
    • Leadership requires a balance of authority and responsibility.
    • Employee turnover is a common challenge during ownership transitions.
    • Building a strong team culture is essential for practice success.
    • It's important to prioritize team health alongside patient care.
    • Leadership can be lonely, and support from peers is invaluable.
    • Recognizing the value of team members is key to retention.
    • Open communication with staff can help navigate changes effectively.
    • Building genuine relationships within the team enhances collaboration.
    • Core values should be recited regularly to maintain focus.
    • Team members should be involved in the hiring process for better fit.
    • Prioritize family and personal time amidst the demands of practice ownership.

    Chapters

    00:00 Introduction
    06:32 Why Choose Acquisition
    08:58 Due Diligence Mindset
    13:37 Lessons After Purchase
    17:30 Leadership Energy On Stage
    19:18 Early Ownership Challenges
    21:38 Team Turnover Reality
    30:52 Hiring the Right Team
    35:02 Leading With Humility
    39:35 Team Recognition Culture
    41:49 Hiring and Letting Go
    46:54 Faith and Leadership Reality
    48:43 Acquisition Advice
    50:26 Meaning Beyond Money
    55:40 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    1 時間 2 分
  • Building Trust in a Digital Age: Tips for Orthodontists with Gal Borenstein
    2026/06/11
    "Quality, not quantity, is what matters in reviews."

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Gal Borenstein discusses the evolving landscape of trust in branding, particularly in the context of digital interactions. He emphasizes the importance of authenticity, customer experience, and adapting to generational communication changes. Gal provides practical advice for enhancing trust and navigating the complexities of digital marketing, especially for orthodontists. He highlights the need for businesses to focus on quality over quantity in reviews and to create a strong digital footprint that resonates with today's consumers.


    Connect With Our Guest

    The Borenstein Group - https://www.borensteingroup.com


    Takeaways
    • Trust has changed dramatically in branding and advertising.
    • Digital trust is now more important than ever for businesses.
    • Customer experience has evolved, especially post-COVID.
    • Authenticity in reviews is crucial for building trust.
    • Businesses must adapt to generational communication preferences.
    • Quality of reviews matters more than quantity.
    • Creating a strong digital footprint is essential for success.
    • Practices should regularly evaluate their online presence.
    • Engaging with customers authentically can enhance trust.
    • Negative influences can hinder business growth and optimism.

    Chapters

    00:00 Introduction
    02:29 Gal’s Background and Branding
    04:28 COVID Shift to Digital Trust
    10:41 Reviews and Authenticity
    16:10 AI Search and Origin Story
    23:08 Gen Z Communication and UX
    28:34 Trust Killers in Practice
    33:34 Practical Steps Inside vs Outside
    36:04 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    43 分
  • Strategic Startups: Empowering Practices with Renew Digital
    2026/06/04
    "It's a one stop shop for all your needs."

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Jill Allen and Nathan Hudson discuss the intricacies of starting and managing a practice, focusing on the importance of understanding both clinical and business aspects. They explore the 'Five B's' framework, which includes banker, broker, bean counter, broadcaster, and builder, emphasizing the need for a well-rounded approach to practice management. The discussion also highlights the distinction between tools and toys in equipment purchasing, the significance of budgeting for marketing and branding, and identifying efficiency gaps in practice operations. Nate also touches on various challenges practices face, particularly startups, in navigating equipment choices and emphasizes the need for informed decision-making.


    Connect With Our Guest

    Renew Digital - https://www.renewdigital.com/


    Takeaways
    • Nate Hudson has a background in engineering and dental sales.
    • The Five B's framework is essential for practice owners.
    • Understanding the difference between tools and “toys” is crucial.
    • Budgeting effectively can lead to greater success in startups.
    • Efficiency gaps often arise from lack of communication within teams.
    • Training is vital when purchasing new technology.
    • Doctors should focus on their long-term goals when making purchases.
    • Not all equipment needs to be brand new to be effective.
    • Team cohesion is necessary for a successful practice. Efficiency in imaging can significantly impact patient flow.
    • The merger of Renew Digital and Voxel Dental creates a comprehensive service offering.
    • Startups should consider future needs when designing their practices.
    • Choosing the right equipment can save significant costs in the long run.
    • Having multiple specialists can ease the burden of equipment selection.

    Chapters

    00:00 Introduction
    02:54 Nathan Hudson’s Background
    05:32 The “Five B’s” Framework
    11:46 Tools Versus Toys
    15:05 Budgeting and Hidden Costs
    20:20 Spotting Efficiency Gaps
    26:40 Voxel Partnership and Labs
    32:58 One Rep or Many Vendors
    38:24 How to Contact Renew Digital

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    43 分
  • The Blueprint to Practice Design with Blue Frog’s Shawn Rainey
    2026/05/28
    "It's a matter of trusting the people you hire."

    Connect With Our Sponsors
    Solventum - https://go.solventum.com/clarity
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - https://getsmilesuite.com/


    Summary

    In this episode of Hey Docs!, Jill Allen interviews Shawn Rainey, the director of the design department at Blue Frog, about the intricacies of orthodontic practice design and construction. Shawn shares his extensive background in the field, discussing the transition from traditional bidding processes to a more integrated design-build approach. He emphasizes the importance of functionality in design, the need for collaboration among various stakeholders, and the challenges faced when working with equipment specialists. The conversation highlights the significance of having an in-house design team to streamline processes, control budgets, and ultimately create efficient and practical dental practices. Jill and Shawn also delve into hidden costs that can arise during construction projects, highlighting the need for thorough inspections and contingency planning.


    Connect With Our Guest

    Blue Frog - https://www.bfrog.net/


    Takeaways
    • Shawn Rainey has extensive experience in orthodontic office design and construction.
    • The design-build process offers more control over budget and efficiency.
    • In-house design teams can provide real-time budget estimates.
    • Collaboration among architects, engineers, and contractors is essential.
    • Choosing the right space is critical for startup practices.
    • Design should prioritize workflow and practical use over aesthetics.
    • Equipment specialists may not fully understand the needs of practices.
    • Lost time often occurs on the front end of projects.
    • It's crucial to involve design teams early in the process.
    • Hidden costs can arise from unexpected issues in construction.
    • Contingency planning is essential for any project.
    • Permitting requirements can vary significantly by location.

    Chapters

    00:00 Introduction
    05:04 Startup Construction Fears
    06:39 Bid-Build vs Design-Build Explained
    10:23 Design Build Benefits
    16:58 Workflow Over Aesthetics
    21:37 Choosing Space and Team
    27:34 Equipment Specialist Debate
    29:47 Design Team First
    33:11 Ego Free Collaboration
    34:13 Hidden Costs Exposed
    38:17 Lease And Site Surprises
    40:24 Permits Zoning Feasibility
    45:04 Trust The Build Team
    47:45 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    52 分