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The Dental Wealth Nation Show is for practice owners building toward—or navigating through—the most consequential financial event of their career: the exit.
Host Tim McNeely operates a Virtual Family Office serving dental entrepreneurs with $5M–$25M in net worth. He holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations—a credential stack bridging comprehensive wealth management with specialized exit planning. His clients don't need another advisor. They need a financial quarterback coordinating the advisors they already have.
Each episode unpacks the coordination failures that cost practice owners millions: mistimed exits, fragmented tax strategies, wealth structures that don't survive the transition from practice income to portfolio income. You'll hear direct conversations with elite tax counsel, M&A specialists, and practice owners who've already made the crossing.
Subscribe and visit dentalwealthnation.com for resources.
Episodes
Thursday Feb 10, 2022
Thursday Feb 10, 2022
🎙️ Welcome to The Dental Wealth Nation Show! In episode 0074, we have the amazing Curtis Marshall joining you host, Tim McNeely, to share insights on how to analyze everything, automate your day, find hidden revenue, and fill your schedule without losing your mind. 🦷💰💡
In this episode, Curtis Marshall dives into the challenges faced by dental professionals when it comes to obtaining patient information from practice management software. 📊 He also reveals a clever strategy, involving baking cookies and eliminating dental smells, that seemingly increased patient satisfaction for a month. 🍪👃
Curtis focuses on the power of data and benchmarks. While he offers to provide valuable benchmarks for free, he cautions against the pitfalls of comparing oneself to others. Instead, he encourages self-improvement and better patient care as powerful indicators of success. 💪💼
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he episode delves into the evolving landscape of communication, from landlines to cell phones to texting, and explores the preferences of younger patients who value making their own decisions and scheduling appointments at their convenience. ⏰💬
Curtis emphasizes the importance of giving patients choices and options for their dental appointments, even discussing a software that provides second opinions based on patient images and previous cases. 📸💻
Patient care is a key theme, with Curtis believing that it can be increased by a staggering 100%. He shares personal experiences, stressing the significance of fully understanding dental treatments and highlighting the correlation between accepting treatments and better outcomes. 🤝💉
Moreover, Curtis challenges the limitations of current dental office software, advocating for real-time data collection, automated scheduling, and improved patient information accessibility. He reveals his own software that aims to address these challenges and enhance patient care. 🖥️✨
Tune in as Curtis Marshalls explores the power of data, the importance of patient retention, and the transformative possibilities of streamlining dental office operations. 🎧💡
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