Jon Mathis, Author at Dental Success Institute

On today’s episode, recorded live at the October 2025 DSI Mastermind, Dr. Mark Costes unveils a powerful 21-day Four Futures Challenge designed to reset your mindset, strengthen relationships, improve physical health, and gain financial clarity. With practical habits like daily breathwork, love bombs, movement, and a Friday social media fast, this challenge is both achievable and transformative.

The episode also explores deeper conversations around associate accountability, team training, and the realities of leadership in dental practices. DSI Black Belt coaches share insights from their mastermind groups, highlighting common struggles like cancellations, associate retention, and the importance of setting clear expectations.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes welcomes Dr. Paul O’Malley, a pioneer in holistic and biomimetic dentistry with over 25 years of clinical and entrepreneurial experience. Dr. O’Malley shares his evolution from traditional full-mouth reconstructions to a minimally invasive, adhesive-based philosophy grounded in oral-systemic health. The two dive into root canal controversies, the science of mercury removal, and how dentists can reduce the need for endodontic treatment by preserving the pulp through proper restorative protocols.

Dr. O’Malley also discusses the founding of Great Oral Health, his natural oral care company focused on hydroxyapatite-based toothpaste, oral probiotics, and innovative products designed to support healing and remineralization. Packed with insights on patient communication, functional aesthetics, and true prevention, this conversation is a must-listen for forward-thinking dental professionals.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes sits down with Steven Patala and Roman Shtimerman of NadaPayments, the company leading the charge in compliant credit card surcharging for dental practices. They discuss how their solution is helping thousands of practices eliminate a top 10 line item on the P&L by shifting credit card fees back to patients—without damaging patient trust or experience.

Steven and Roman break down the difference between compliant surcharging and dual pricing, how to roll this out effectively in your practice, and why most patients are already used to this model. They also dive into software integration, compliance across state lines, and the powerful backend tools that make AR management and payment plans easier than ever. Plus, the conversation takes a fun detour into Formula 1, track days, and how their passion for racing fuels their precision and performance in business.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes is joined by Ryan Gross, founder and CEO of CMO Share, for an insightful conversation on the evolving landscape of dental marketing, operations, and how to thrive in uncertain economic times. They discuss the critical importance of aligning marketing strategies with operational capacity, how to maximize ROI by tracking the right metrics, and the power of Google Analytics over analog systems.

Ryan shares how his experience with Disney and data-driven thinking shaped CMO Share’s unique approach to dental marketing. They dive into the different strategies for startups versus acquisitions, explore how AI is changing how practices must approach SEO and content, and why patient quality is more important than raw numbers. Plus, they discuss upcoming opportunities like the January 29th Practice Launchpad event in Scottsdale, Arizona—perfect for those planning a startup or acquisition in 2026.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes is joined by Alexis Gallati, founder of Cerebral Tax Advisors and author of Advanced Tax Planning for Medical Professionals. Alexis brings a wealth of knowledge on proactive, high-level tax strategies tailored specifically for medical and dental professionals. The conversation covers everything from tax-saving tactics for W2 earners like short-term rentals and oil & gas investments, to advanced planning opportunities for business owners, including entity structuring, paying your children, and maximizing retirement contributions through backdoor and mega backdoor Roths.

Alexis also shares personal insights on being married to a neurosurgeon and how that inspired her mission to protect high-income professionals from bad financial advice. Whether you’re looking to save more on taxes or make smarter long-term financial decisions, this episode is packed with practical gems.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes is joined by DSI Black Belt coach and co-founder of The Practice Launchpad, Dr. Chris Green, for an in-depth conversation on startup success in today’s challenging dental landscape. Chris shares his journey of building a ground-up dental practice from a shell, highlighting lessons learned around construction, IT, design, and avoiding costly rookie mistakes.

The duo also explores why the fundamentals of a successful startup haven’t changed, despite the rise in costs and consolidation across the industry. They emphasize the importance of mentorship—not as a sales pitch, but as a strategic move to compress time and reduce the “ignorance tax” that comes with going it alone. Whether you’re a new grad or a seasoned doc considering your first (or next) startup, this episode delivers actionable insights to stack the deck in your favor.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes sits down with longtime friends and financial experts Brent Saunier and Chris Sands of Profi2020 to unpack some of the most overlooked yet critical financial decisions dentists face. From the often misunderstood process of switching CPA firms and the emotional roadblocks that come with onboarding, to the dangers of outgrowing your entity structure without knowing it, this episode is packed with practical advice and real client stories.

The trio dives into why clarity around your finances is essential for long-term success, how to vet a great CPA, and why early education for newer practice owners is now more accessible than ever. Whether you’re a new owner or a seasoned practitioner, this conversation will help you assess your financial infrastructure and avoid common mistakes that cost dental entrepreneurs time and money.

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On today’s episode, Mark sits down with Dr. Brian Bhaskar, a newly minted oral and maxillofacial surgeon, third-generation dentist, and founder of Sindi, a digital referral management platform designed to modernize how dentists communicate. Dr. Bhaskar shares his journey from Division I basketball at Gonzaga to completing a six-year oral surgery residency at the University of Washington, and how firsthand frustrations with outdated referral systems inspired him to build a HIPAA-compliant, cloud-based solution for seamless collaboration between general dentists and specialists.

The conversation also explores life after residency, the realities of private practice, balancing entrepreneurship with clinical excellence, and why better communication leads to better patient experiences.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Mark sits down with Dr. Vishal Sharma, Director of Clinical Education and Operations at Spear Education, to explore the evolving landscape of dental education. Dr. Sharma shares his journey from building and scaling private practices to leading clinical education initiatives across DSOs, and now helping shape the next generation of learning at Spear.

The conversation dives deep into hybrid education models, the growing role of AI in diagnostics and training, challenges facing early career dentists, and why blending in-person mentorship with virtual and self-paced learning is the future of dentistry. They also discuss how technology, efficiency, and accountability are redefining both clinical excellence and career satisfaction for today’s dentists.

Be sure to check out the full episode from the Dentalpreneur Podcast!

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On today’s episode, Dr. Mark Costes sits down with longtime friend and marketing leader Joshua Scott for a wide-ranging conversation that blends entrepreneurship, leadership, and personal growth. Josh shares what it’s really like to scale a company through a “building year,” why infrastructure equity matters more than short-term profit, and how navigating overlapping growth curves can feel both challenging and energizing.

They dive into predictable success, avoiding shiny-object syndrome, balancing ambition with fulfillment, and the importance of surrounding yourself with the right people as you grow. This episode is packed with honest reflections on business, creativity, and knowing when enough is enough.

Be sure to check out the full episode from the Dentalpreneur Podcast!

EPISODE RESOURCES

2440: 21-Day Challenge to Transform Your Mind, Body, and Practice

2439: The Science Behind Mercury Removal & Root Canal Alternatives

2438: How to Save Thousands on Credit Card Fees in Your Practice

2437: The Marketing Mistakes That Kill New Patient Flow

2436: How High-Income Doctors & Dentists Can Legally Pay Less in Taxes

2435: The Case for Mentors in Modern Dental Startups

2434: Why Most Dentists Dread Switching CPAs and Why You Shouldn’t

2433: Why Paper Referrals Are Holding Dentistry Back

2432: Why Early Career Dentists Need a New Learning Model

2431: Navigating Growth Curves Without Burning Out Your Team