2178: Scaling Smarter with Membership and SaaS Pt. 2

On today’s episode, we explore the transformative potential of dental membership plans, from simple discount-only models to creative offerings like whitening and Botox subscriptions. Our guest highlights the importance of tailoring plans to local demographics for increased patient adoption and shares a proven formula for pricing based on household income. We also discuss leveraging technology and systems like BoomCloud to scale membership programs, ensure recurring revenue, and boost practice valuation, offering a strategic edge for long-term success. Plus, discover how AI-driven tools are opening new doors to attract ideal patients and business partnerships.5

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2177: Scaling Smarter with Membership and SaaS Pt. 1

On today’s episode, we dive into the concept of revenue quality per patient cohort, an often-overlooked metric that can transform your dental practice’s profitability and growth potential. Our guest breaks down the financial and strategic differences between PPO, cash, and membership patients, highlighting why membership patients consistently yield the highest revenue and case acceptance rates. We also explore how to optimize patient acquisition costs and target ideal cohorts, like small business employees and retirees, to drive sustainable growth. With insights into both online and offline marketing strategies, this episode is packed with actionable advice for creating a more profitable and scalable practice.

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2176: Building Team, Patient, & Personal Confidence in Your Associates Pt. 2

In Part 2, Dr. Summer Kassmel continues her discussion on developing confident, capable associates by focusing on mentorship and growth strategies. She outlines her methods for expanding an associate’s philosophy of care, cultivating a “world-class MD mindset,” and building trust within the team and with patients.

From teaching associates how to prioritize treatment plans to managing the emotional aspects of patient care, Summer shares actionable tips for creating a positive, productive environment. She also discusses how to identify and address common pitfalls in associate development, from insecurity to over-reliance on insurance-based decisions.

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2175: Building Team, Patient, & Personal Confidence in Your Associates Pt. 1

In Part 1 of this insightful two-part series, Dr. Summer Kassmel shares her expertise on building team, patient, and personal confidence in associates. A renowned mentor and coach, Summer emphasizes the importance of hiring the right fit and setting clear expectations before bringing an associate into your practice.

Summer explains her framework for identifying an associate’s goals, non-negotiables, and readiness for mentorship. She dives into the value of consistent communication during the hiring process, why clarity of expectations is critical, and how understanding an associate’s “why” can make or break their success.

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2174: Lessons on Building a $30M DSO Empire

On today’s episode, Mark sits down with Matt, co-owner of Oak Dental Partners, who shares how he scaled a DSO from $7 million to $23 million in EBITDA in just three and a half years, with plans to hit $30 million in the next 18 months. Matt breaks down the strategies behind acquiring 70+ practices, the importance of holding sellers accountable through earn-outs, and buying practices at favorable multiples to maximize returns. He also discusses handling private equity partnerships, the impact of interest rates on valuations, and why doctor-led DSOs create better outcomes for sellers and teams.

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2173: How Do You Get An Audience to Like You

On today’s episode, we’re diving into the world of positive communication, associate onboarding, and practice growth with Dr. Paul Goodman—known to many as Dr. Nacho. As the founder of Dental Nachos and Dentist Job Connect, Paul shares his expertise on creating a supportive dental community and hiring strategies that can transform your practice.

From avoiding “weird dental words” that scare patients to understanding the crucial difference between “car” and “boat” associate positions, Paul offers actionable tips for making your office a haven for teamwork and patient care. Learn how to retain associates, foster a healthy team culture, and avoid burnout while growing your practice the right way.

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2172: Thriving as a Forever Associate

On today’s episode, Dr. Mark Costes welcomes back Dr. Soraya Safi, also known as the “Forever Dental Associate,” to discuss her groundbreaking coaching programs designed for dental associates. Dr. Safi shares her journey from feeling overwhelmed early in her career to creating a fulfilling professional life that balances dentistry, personal growth, and family. She highlights the importance of emotional intelligence, mentorship, and taking ownership of your career—whether you’re a lifelong associate or preparing for practice ownership.

Dr. Safi dives into her 12-week coaching programs tailored for new and seasoned associates, offering actionable advice on patient communication, treatment planning, managing professional relationships, and transitioning into more advanced clinical procedures. Her mission is to empower associates to thrive in their roles, build confidence, and take their careers to the next level, all while maintaining balance and avoiding burnout.

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2171: Mastering Efficiency and Giving Back

On today’s episode, Dr. Mark Costes sits down with Dr. Aaron Nicholas, a passionate educator and practicing dentist who’s revolutionizing dental training while giving back through charitable initiatives. Dr. Nicholas shares his experiences launching hands-on courses for surgical extractions and endodontics, emphasizing the importance of efficiency, systemization, and compassionate patient care. He details his collaboration with the Freedom Clinics to provide dental services to underserved populations and explains how measuring performance can be a game-changer for productivity. Dr. Nicholas also dives into his 90-Day Clinical Accelerator program, highlighting how it equips dentists to transition seamlessly from school to real-world practice.

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2170: Unlocking Tax Strategies and Real Estate Wealth Pt. 2

On today’s episode, Dr. Mark Costes continues his conversation with Clint Harris, managing partner at Nomad Capital, diving deeper into the strategies behind creating financial freedom through real estate. Clint answers a hypothetical case study on how a mid-career dentist with $1M of liquidity can leverage syndications to achieve tax savings, generate passive income, and build long-term wealth.

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2169: Unlocking Tax Strategies and Real Estate Wealth Pt. 1

On today’s episode, Dr. Mark Costes sits down with Clint Harris, a seasoned real estate investor and managing partner at Nomad Capital, to discuss his journey from medical sales to building a $150 million real estate portfolio. Clint shares how his early days in medical device sales sparked his interest in real estate as a pathway to financial, time, and location independence.

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